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Nonprofiteer
← WOMENS FUND OF SANTA BARBARA

Form 990 for tax year 2024

Filed by WOMENS FUND OF SANTA BARBARA.

Totals

Total revenue
$1,459,107
Total expenses
$1,248,823
Contributions and grants received
$1,410,125
Grants paid
$1,125,000
Program service revenue
$0
Investment income
$48,982
Other revenue
$0
Total assets, end of year
$2,369,078
Total liabilities, end of year
$158,966
Net assets or fund balances, end of year
$2,210,112
Program services expenses (Part IX)
$1,177,405
Management and general expenses
$50,321
Fundraising expenses
$21,097
Program service expenses (Part III)
$1,177,405

Program services were 94.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,410,125

  • 1g · Noncash contributions included above

    $14,811

  • 3 · Investment income

    total $48,982 · excluded $48,982

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,125,000 · program services $1,125,000

  • 11b · Fees: legal

    total $150 · management and general $150

  • 11c · Fees: accounting

    total $18,456 · program services $1,000 · management and general $17,456

  • 11g · Fees: other

    total $15,258 · program services $8,919 · management and general $2,150 · fundraising $4,189

  • 13 · Office expenses

    total $12,965 · program services $3,934 · management and general $5,817 · fundraising $3,214

  • 14 · Information technology

    total $21,240 · program services $12,469 · management and general $5,021 · fundraising $3,750

  • 23 · Insurance

    total $1,280 · management and general $1,280

  • 24a · Other expenses: EVENT EXPENSES

    total $36,347 · program services $26,083 · management and general $320 · fundraising $9,944

  • 24b · Other expenses: BANK & CREDIT CARD FEES

    total $18,127 · management and general $18,127

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $91,671 · end of year $114,035

  • 2 · Savings and temporary cash investments

    beginning of year $1,499,674 · end of year $1,498,290

  • 4 · Accounts receivable

    beginning of year $2,750 · end of year $6,925

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,000 · end of year $9,755

  • 15 · Other assets

    beginning of year $618,715 · end of year $740,073

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,040 · end of year $6,216

  • 18 · Grants payable

    beginning of year $265,000 · end of year $150,000

  • 19 · Deferred revenue

    beginning of year $4,750 · end of year $2,750

  • 27 · Net assets without donor restrictions

    beginning of year $1,379,493 · end of year $1,536,784

  • 28 · Net assets with donor restrictions

    beginning of year $559,527 · end of year $673,328

Mission and programs · 2024

Mission

THE WOMEN'S FUND OF SANTA BARBARA IS A VOLUNTEER-LED COLLECTIVE DONOR ORGANIZATION THAT ENABLES WOMEN TO COMBINE OUR CHARITABLE DOLLARS INTO SIGNIFICANT GRANTS ADDRESSING THE CRITICAL NEEDS OF WOMEN, CHILDREN, AND FAMILIES IN SOUTH SANTA BARBARA COUNTY. THE WOMEN'S FUND EDUCATES AND INSPIRES WOMEN TO ENGAGE IN MAKING LASTING CHANGE IN OUR COMMUNITY.WE MAKE LARGE GRANTS TO NONPROFIT AGENCIES BASED ON OUR OWN THOROUGH RESEARCH. WE EDUCATE AND INSPIRE OUR MEMBERS TO BECOME MORE ENGAGED IN THE COMMUNITY.THE WOMEN'S FUND CELEBRATED ITS 20TH ANNIVERSARY YEAR IN 2024. SINCE INCEPTION, THE WOMEN'S FUND HAS GROWN TO MORE THAN 1,400 MEMBERS, DISTRIBUTING GRANTS OF MORE THAN $11.6 MILLION.THE MISSION OF THE WOMEN'S FUND REMAINS THE SAME: TO ENABLE WOMEN TO COMBINE THEIR CHARITABLE DOLLARS, PROVIDING SIGNIFICANT GRANTS FOCUSED ON THE NEEDS OF WOMEN, CHILDREN, AND FAMILIES IN SOUTH SANTA BARBARA COUNTY.

Activities or mission (Part I)

THE WOMEN'S FUND OF SANTA BARBARA IS A VOLUNTEER-LED COLLECTIVE DONOR ORGANIZATION.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $1,128,226 · Grants $1,125,000

  • THE WOMEN'S FUND IS COMMITTED TO BUILDING A LARGE COMMUNITY OF EDUCATED, STRATEGIC GIVERS WHO ARE INSPIRED TO MAKE LASTING CHANGE IN OUR COMMUNITY THROUGH THE IMPACT OF COLLECTIVE GIVING. THE WOMEN'S FUND PROVIDES EDUCATIONAL OPPORTUNITIES FOR ITS MEMBERS AND THE PUBLIC TO LEARN ABOUT THE NEEDS OF WOMEN, CHILDREN, AND FAMILIES IN SOUTH SANTA BARBARA COUNTY. DURING 2024, THE WOMEN'S FUND HELD A VIRTUAL BALLOT REVIEW MEETING ATTENDED BY 378 MEMBERS AND GATHERED 362 ATTENDEES IN PERSON FOR ITS ANNUAL CELEBRATION OF GRANTS. IN ADDITION, IT PRODUCED 2 IN-PERSON EDUCATION EVENTS ATTENDED BY 79 PEOPLE, AND HELD VARIOUS OTHER MEMBER EVENTS THROUGHOUT THE YEAR TOTALING 246 ATTENDEES.

    Expenses $49,179

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Jamie Dufek

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    6
  • Kathy Dunlap

    CFO/TREASURER & FINANCE CHAIR

    Total calculated
    $0
    Hours/week
    16
  • Sabina White

    SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • Mary Brown

    MEMBERSHIP COMMITTEE

    Total calculated
    $0
    Hours/week
    8
  • Roberta Collier

    EDUCATIONAL EVENTS CO-CHAIR

    Total calculated
    $0
    Hours/week
    15
  • Sarah De Tagyos

    COMMUNICATIONS COMMITTEE

    Total calculated
    $0
    Hours/week
    25
  • Nancy Harter

    GOVERNANCE CHAIR

    Total calculated
    $0
    Hours/week
    8
  • Yonie Harris

    RESEARCH CHAIR

    Total calculated
    $0
    Hours/week
    20
  • Denise Hinkle

    COMMUNICATIONS COMMITTEE

    Total calculated
    $0
    Hours/week
    10
  • Kathy Hollis

    VOLUNTEER ENGAGEMENT COMMITTEE

    Total calculated
    $0
    Hours/week
    12
  • Carolyn Jabs

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    12
  • Lynn Karlson

    ENDOWMENT CHAIR

    Total calculated
    $0
    Hours/week
    12
  • Kerry Parker

    COMMUNICATIONS CO-CHAIR

    Total calculated
    $0
    Hours/week
    15
  • Linda Putnam

    GROUP CAPTAIN

    Total calculated
    $0
    Hours/week
    3
  • Suzi Schomer

    ENDOWMENT COMMITTEE

    Total calculated
    $0
    Hours/week
    2
  • Lauren Trujillo

    MEMBERSHIP CHAIR

    Total calculated
    $0
    Hours/week
    15
  • Laurel Tumbler

    TECHNOLOGY CHAIR

    Total calculated
    $0
    Hours/week
    30

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
7 April 2025
IRS schema version
2024v5.1
Source object
202510979349302151

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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