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Nonprofiteer
← SANTA BARBARA FOUNDATION

Form 990 for tax year 2023

Filed by SANTA BARBARA FOUNDATION.

Totals

Total revenue
$37,810,274
Total expenses
$35,776,166
Contributions and grants received
$28,455,651
Grants paid
$25,917,822
Program services expenses (Part IX)
$30,880,373
Management and general expenses
$3,050,201
Fundraising expenses
$1,845,592
Program service expenses (Part III)
$30,880,373

Program services were 86.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEPHEN HICKS

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • MATT ROWE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • GINGER SALAZAR

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • DANNA MCGREW

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • ANGEL ISCOVICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAMELA MACAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ROBERT NAKASONE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ERNESTO PAREDES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL PFAU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SUSAN RICHARDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JAMES ROGERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LYNN SCARLETT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ALEX SIMAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TRACY STOUFFER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ZOHAR ZIV

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PHIL ALVARADO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RICHARD BESWICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RANDALL DAY THRU 0923

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAMELA GANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RAFAEL GONZALEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JACQUELINE CARRERA

    PRESIDENT & CEO

    Total calculated
    $482,803
    From this org
    $401,076
    From related orgs
    $0
    Other
    $81,727
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $401,076
    Bonus
    $0
    Other
    $0
    Deferred
    $55,500
    Nontaxable benefits
    $26,227
    Filer's total
    $482,803

  • TODD YUBA

    VP, FINANCE & ADMINISTRATION

    Total calculated
    $316,971
    From this org
    $266,785
    From related orgs
    $0
    Other
    $50,186
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $266,785
    Bonus
    $0
    Other
    $0
    Deferred
    $27,607
    Nontaxable benefits
    $22,579
    Filer's total
    $316,971

  • CELINE DELPOUX

    DIRECTOR OF ACCOUNTING

    Total calculated
    $138,182
    From this org
    $117,661
    From related orgs
    $0
    Other
    $20,521
    Hours/week
    40

  • RUBAYI ESTES

    VP, PROGRAMS

    Total calculated
    $170,495
    From this org
    $140,900
    From related orgs
    $0
    Other
    $29,595
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,900
    Bonus
    $0
    Other
    $0
    Deferred
    $14,263
    Nontaxable benefits
    $15,332
    Filer's total
    $170,495

  • JENNY KEARNS

    DIRECTOR OF GRANTMAKING

    Total calculated
    $141,046
    From this org
    $119,513
    From related orgs
    $0
    Other
    $21,533
    Hours/week
    40

  • JANET MOCKER

    SENIOR DIRECTOR OF FINANCE

    Total calculated
    $213,732
    From this org
    $171,472
    From related orgs
    $0
    Other
    $42,260
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,472
    Bonus
    $0
    Other
    $0
    Deferred
    $17,247
    Nontaxable benefits
    $25,013
    Filer's total
    $213,732

  • TAMMY SIMS JOHNSON

    VP, PHILANTHROPIC SERVICES

    Total calculated
    $241,857
    From this org
    $194,520
    From related orgs
    $0
    Other
    $47,337
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,520
    Bonus
    $0
    Other
    $0
    Deferred
    $15,975
    Nontaxable benefits
    $31,362
    Filer's total
    $241,857

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 — 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

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

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
  • 7 · Other non-fixed payments

The filer's explanations (Part III)

PART I, LINE 1A
SBF REQUIRES THE PRESIDENT & CEO TO RESIDE IN A RESIDENCE OWNED BY SBF AS A CONDITION OF CONTINUED EMPLOYMENT.
PART I, LINE 8
THE 2023 CEO COMPENSATION WAS SET BY THE BOARD AT AN EXECUTIVE COMMITTEE SESSION ON FEBRUARY 16, 2023 BASED ON COMPARABLE DATA FROM VARIOUS SOURCES SUCH AS THE COUNCIL ON FOUNDATION SALARY SURVEY, THE GUIDESTAR COMPENSATION REPORT, AND/OR OTHER APPLICABLE SURVEYS AND INFORMATION, INCLUDING INFORMATION OBTAINED FROM PROFESSIONAL CONSULTANTS. ON APRIL 28, 2020, THE CEO AND BOARD ENTERED INTO AN EMPLOYMENT AGREEMENT ACKNOWLEDGING THE TERMS OF EMPLOYMENT, INITIAL ANNUAL BASE SALARY, AND THAT THE COMPENSATION COMMITTEE OF THE BOARD SHALL REVIEW THE CEO'S ANNUAL BASE SALARY IN CONNECTION WITH THE ANNUAL EVALUATION OF HER PERFORMANCE AND SHALL MAKE A RECOMMENDATION TO THE FULL BOARD. THE COMPENSATION COMMITTEE PERFORMS THE FOLLOWING ACTIVITIES: (A) CONDUCTS AN ANNUAL REVIEW OF THE CEO'S PERFORMANCE AND ASSESSES THE REASONABLENESS OF THE CEO'S TOTAL COMPENSATION IN RELATION TO THE MARKETPLACE, INCLUDING USING COMPARABILITY DATA; (B) SOLICITS BOARD INPUT REGARDING THE CEO'S PERFORMANCE; (C) DEVELOPS AND RECOMMENDS FOR BOARD APPROVAL ANY CHANGES IN THE CEO'S TOTAL COMPENSATION; (D) DEVELOPS AND RECOMMENDS FOR BOARD APPROVAL ANY CHANGES IN THE CEO'S EMPLOYMENT AGREEMENT, SEVERANCE AND/OR RETENTION AGREEMENT, IF ANY ARE IN EFFECT; (E) WORKS COLLABORATIVELY WITH THE CEO TO RECOMMEND FOR EXECUTIVE COMMITTEE REVIEW AND BOARD APPROVAL THE CEO'S ANNUAL PERFORMANCE GOALS; AND (F) DOCUMENTS THE FOREGOING. ADDITIONALLY, STARTING WITH THE RECOMMENDATIONS OF THE CEO, THE COMPENSATION COMMITTEE ASSESSES, DETERMINES AND DOCUMENTS THE REASONABLENESS OF THE TOTAL COMPENSATION RANGES, AND THE TERMS OF ANY EMPLOYMENT AGREEMENTS, SEVERANCE AND/OR RETENTION AGREEMENTS, OF THE V.P., FINANCE & ADMINISTRATION AND ALL EMPLOYEES WITH REPORTABLE COMPENSATION (W-2) RANGES AT OR OVER $150,000. WHEN APPROPRIATE, THE COMMITTEE SELECTS AND ENGAGES PROFESSIONALS TO GATHER AND REVIEW IN ADVANCE, APPROPRIATE MARKET COMPARABILITY DATA ON THE AMOUNT AND FORM OF COMPENSATION PAID FOR COMPARABLE POSITIONS BY OTHER COMPARABLE EMPLOYERS. THE REASONABLENESS OF THE 2023 COMPENSATION FOR THE V.P., FINANCE & ADMINISTRATION, V.P., PHILANTHROPIC SERVICES, AND SR. DIRECTOR OF FINANCE WAS REVIEWED BY THE COMPENSATION COMMITTEE AT ITS MEETING ON APRIL 6, 2023.

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

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • HIGHLAND SANTA BARBARA FOUNDATION INC

    501(C)(3) · TO SUPPORT THE CHARITABLE ACTIVITIES OF THE SANTA BARBARA FOUNDATION · TX · controlled entity

    Directly controlled by SANTA BARBARA FOUNDATION

  • ERIC AND KELLY SCHWARTZ CHARITABLE TRUST

    501(C)(3) · TO SUPPORT THE CHARITABLE ACTIVITIES OF THE SANTA BARBARA FOUNDATION · IA · controlled entity

    Directly controlled by SANTA BARBARA FOUNDATION

  • WYATT FAMILY FOUNDATION

    501(C)(3) · TO SUPPORT THE CHARITABLE ACTIVITIES OF THE SANTA BARBARA FOUNDATION · CA · controlled entity

    Directly controlled by SANTA BARBARA FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202433149349300023

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

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