Totals
- Total revenue
- $6,951,038
- Total expenses
- $6,463,064
- Contributions and grants received
- $2,649,160
- Grants paid
- $446,228
- Program service revenue
- $3,038,318
- Investment income
- $374,307
- Other revenue
- $889,253
- Total assets, end of year
- $49,384,542
- Total liabilities, end of year
- $1,581,928
- Net assets or fund balances, end of year
- $47,802,614
- Program services expenses (Part IX)
- $5,645,176
- Management and general expenses
- $525,164
- Fundraising expenses
- $292,724
- Program service expenses (Part III)
- $5,645,176
Program services were 87.3% 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.
-
1b · Membership dues
$1,007,500
-
1f · All other contributions, gifts and grants
$1,641,660
-
2a · Program service revenue: GROSS SHOW PROCEEDS
total $2,673,450 · related or exempt $2,673,450
-
2b · Program service revenue: CONTRACT REVENUE
total $250,000 · related or exempt $250,000
-
2c · Program service revenue: ADVERTISING REVENUE
total $114,868 · unrelated business $114,868
-
3 · Investment income
total $276,359 · excluded $276,359
-
7a · Gross sales of assets other than inventory
securities $3,903,960
-
7b · Less cost or other basis and sales expenses
securities $3,806,012
-
7c · Gain or loss
securities $97,948
-
7d · Net gain or loss
total $97,948 · excluded $97,948
-
10a · Gross sales of inventory
$2,874,409
-
10b · Cost of goods sold
$1,994,394
-
10c · Net income from sales of inventory
total $880,015 · related or exempt $880,015
-
11a · Other revenue: OTHER REVENUE
total $9,238 · excluded $9,238
-
11e · Other revenue, total
$9,238
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $429,826 · program services $429,826
-
2 · Grants to domestic individuals
total $16,402 · program services $16,402
-
5 · Compensation of officers, directors and key employees
total $236,459 · program services $94,583 · management and general $70,938 · fundraising $70,938
-
7 · Other salaries and wages
total $999,783 · program services $802,835 · management and general $102,554 · fundraising $94,394
-
8 · Pension plan contributions
total $63,303 · program services $51,728 · management and general $6,055 · fundraising $5,520
-
9 · Other employee benefits
total $134,249 · program services $102,438 · management and general $16,399 · fundraising $15,412
-
10 · Payroll taxes
total $87,181 · program services $63,941 · management and general $11,914 · fundraising $11,326
-
11b · Fees: legal
total $27,864 · management and general $27,864
-
11c · Fees: accounting
total $66,150 · management and general $66,150
-
11f · Fees: investment management
total $34,400 · management and general $34,400
-
11g · Fees: other
total $1,376,332 · program services $1,358,571 · management and general $17,132 · fundraising $629
-
12 · Advertising and promotion
total $110,636 · program services $110,636
-
13 · Office expenses
total $154,447 · program services $113,276 · management and general $21,107 · fundraising $20,064
-
16 · Occupancy
total $552,011 · program services $507,519 · management and general $22,255 · fundraising $22,237
-
17 · Travel
total $18,686 · program services $18,686
-
22 · Depreciation, depletion and amortization
total $1,201,019 · program services $1,201,019
-
23 · Insurance
total $181,840 · program services $133,366 · management and general $24,851 · fundraising $23,623
-
24a · Other expenses: OTHER SHOW EXPENSES
total $391,735 · program services $391,735
-
24b · Other expenses: EVENT RENTALS
total $152,147 · program services $152,147
-
24c · Other expenses: BAD DEBT EXPENSE
total $100,000 · management and general $100,000
-
24d · Other expenses: COUNTY ARTS SUBSIDY
total $56,750 · program services $56,750
-
24e · All other expenses
total $71,844 · program services $39,718 · management and general $3,545 · fundraising $28,581
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $782,893 · end of year $1,137,065
-
2 · Savings and temporary cash investments
beginning of year $6,058,932 · end of year $7,670,773
-
3 · Pledges and grants receivable
beginning of year $2,810,890 · end of year $2,266,215
-
9 · Prepaid expenses and deferred charges
end of year $28,000
-
10a · Land, buildings and equipment: cost or other basis
$46,526,053
-
10b · Land, buildings and equipment: accumulated depreciation
$15,954,606
-
10c · Land, buildings and equipment, net
beginning of year $31,081,910 · end of year $30,571,447
-
11 · Investments: publicly traded securities
beginning of year $9,218,109 · end of year $7,628,239
-
12 · Investments: other securities
beginning of year $287,885 · end of year $76,551
-
15 · Other assets
beginning of year $120,258 · end of year $6,252
-
17 · Accounts payable and accrued expenses
beginning of year $416,321 · end of year $340,198
-
19 · Deferred revenue
beginning of year $948,355 · end of year $1,241,730
-
27 · Net assets without donor restrictions
beginning of year $45,692,142 · end of year $45,076,508
-
28 · Net assets with donor restrictions
beginning of year $3,304,059 · end of year $2,726,106
Mission and programs · 2022
Mission
TO MANAGE, MAINTAIN, AND RENOVATE THE SANTA BARBARA BOWL, TO PROVIDE MUSIC AND PERFORMING ARTS EVENTS IN THE SANTA BARBARA COMMUNITY, TO PROMOTE CULTURAL AND ARTISTIC AWARENESS IN SANTA BARBARA COUNTY, TO PRESENT MUSIC AND PERFORMING ARTS TO LOCAL STUDENTS.
Activities or mission (Part I)
TO MANAGE, MAINTAIN, AND RENOVATE THE SANTA BARBARA BOWL, A HISTORIC OUTDOOR CONCERT VENUE.
-
PERFORMING ARTS: THE SANTA BARBARA BOWL FOUNDATION IS LED BY DEDICATED VOLUNTEERS AND STAFF TO OPERATE THE SANTA BARBARA BOWL, A PREEMINENT OUTDOOR PERFORMING ARTS VENUE, TYPICALLY HOSTING APPROXIMATELY 35 SHOWS AND OVER 120,000 PATRONS ANNUALLY. FOLLOWING A $40 MILLION RENOVATION AND RESTORATION EFFORT, THE FOUNDATION CONTINUES TO RAISE FUNDS TO PROTECT THE COMMUNITY'S INVESTMENT AND STAY AT THE FOREFRONT OF TECHNOLOGY, AUDIENCE SAFETY AND AMENITIES. THE FOUNDATION ALSO RAISES FUNDS FOR OUTREACH PROGRAMMING AND ENDOWMENT TO PROVIDE NEED-BASED SUPPORT, RESOURCES, AND ADVOCACY TO MUSIC AND PERFORMING ARTS EDUCATION PROGRAMS BENEFITING LOCAL SCHOOL CHILDREN. FOLLOWING A SHORTENED SEASON AND LIMITED OPERATIONS IN 2021 DUE TO COVID-19, THE FOUNDATION RESUMED FULL OPERATIONS AND SAW INCREASED PROGRAM REVENUE AND EXPENSES IN 2022.
Expenses $5,120,007 · Revenue $3,803,465
-
OUTREACH PROGRAM: THE SANTA BARBARA BOWL FOUNDATION IS A RESPECTED PARTNER IN THE PERFORMING ARTS EDUCATION COMMUNITY IN THE GREATER SANTA BARBARA AREA, TYPICALLY REACHING APPROXIMATELY 20,000 SCHOOL CHILDREN ANNUALLY. ITS PROGRAMS INCLUDE SUPPORTING THE ARTS COMMUNITY BY PROVIDING NEED-BASED SUPPORT TO THE ARTS EDUCATION PROGRAMS, SUPPORTING COMMUNITY ACCESS TO THE PERFORMING ARTS, AND SERVING AS AN ARTS ADVOCATE IN THE COMMUNITY. THE FOUNDATION ITSELF COMMITS $1.00 PER PAID TICKET TO THE OUTREACH PROGRAM.
Expenses $525,169 · Grants $446,228
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
KAREN KERNS
CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
CAROLA NICHOLSON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
LAURIE BENTSON KAUTH
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
NICOLA PARR
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
MICHAEL ALLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
WENDY BARELS
DIRECTOR (LEFT 12/31/22)
- Total calculated
- $0
- Hours/week
- 1
-
TYLER DUNCAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW FIRESTONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TOM GARCIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LORI KARI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GRAHAM LYONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANGEL MARTINEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MIKE MENDOZA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAWN MITCHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS PARKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARIANNE PARTRIDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHARLES T PLOUGH III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BEN SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GEORGE SHORT
DIRECTOR (LEFT 12/31/22)
- Total calculated
- $0
- Hours/week
- 1
-
DEREK SHUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PATRICIA STATHIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD BOLLER
EXECUTIVE DIRECTOR & CEO
- Total calculated
- $236,460
- From this org
- $208,641
- From related orgs
- $0
- Other
- $27,819
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,641
- Bonus
- $50,000
- Other
- $0
- Deferred
- $15,892
- Nontaxable benefits
- $11,927
- Filer's total
- $236,460
-
ERIC SHIFLETT
PROGRAM DIRECTOR
- Total calculated
- $168,550
- From this org
- $146,322
- From related orgs
- $0
- Other
- $22,228
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $116,322
- Bonus
- $30,000
- Other
- $0
- Deferred
- $10,310
- Nontaxable benefits
- $11,918
- Filer's total
- $168,550
-
ANDREW GARDNER
BUSINESS MANAGER
- Total calculated
- $131,122
- From this org
- $109,541
- From related orgs
- $0
- Other
- $21,581
- Hours/week
- 40
-
TUCKER PAPAC
OPERATIONS MANAGER
- Total calculated
- $125,090
- From this org
- $107,923
- From related orgs
- $0
- Other
- $17,167
- Hours/week
- 40
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- EMPLOYEE BONUSES ARE NON-FIXED , BASED ON PERFORMANCE, AND APPROVED BY THE BOARD.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
SANTA BARBARA ARTS COLLABORATIVE
$21,300
OUTREACH GRANT
-
OUTREACH GRANT
-
$16,060
OUTREACH GRANT
-
$15,500
OUTREACH GRANT
-
OUTREACH GRANT
-
OUTREACH GRANT
-
OUTREACH GRANT
-
OUTREACH GRANT
-
ROYALS THEATRE PRODUCTION FUND
$14,000
OUTREACH GRANT
-
$13,250
OUTREACH GRANT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323139349304512
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.