2023-11-15T18:11:22-06:00 2022-12-31 952089835 BARTLETT PRINGLE & WOLF LLP 1123 CHAPALA ST PO BOX 90860 SANTA BARBARA CA 931900860 990 2022-01-01 956111806 THE TURNER FOUNDATION - SINCE 1958 TURN 8057301200 PO BOX 186 SANTA BARBARA CA 931020186 DEAN WILSON PRESIDENT 8057301200 2023-11-15 1 DEAN WILSON 999009999 0 JOHN J BRITTON P00290353 8059637811 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEAN WILSON PO BOX 186 SANTA BARBARA CA 931020186 3001578 0 X WWW.THETURNERFOUNDATION.COM X 1958 CA PROVIDE AFFORDABLE HOUSING, PROGRAMS AND SERVICES TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS 4 4 20 25 0 0 545499 296427 2441013 2704530 -114429 621 243740 0 3115823 3001578 0 0 0 0 955266 1152523 72474 22548 301003 2370114 2507363 3397854 3682434 -282031 -680856 25005595 24589649 18481937 18469488 6523658 6120161 X THE MISSION OF THE TURNER FOUNDATION IS TO PROVIDE SAFE, AFFORDABLE HOUSING AS WELL AS PROGRAMS AND SERVICES THAT WILL IMPROVE THE QUALITY OF LIFE FOR THE RESIDENTS AND SURROUNDING SANTA BARBARA COMMUNITY. 0 0 2298522 2704530 THE TURNER FOUNDATION (SINCE 1958) OWNS AND OPERATES A 70-UNIT AFFORDABLE HOUSING COMPLEX ON THE WEST SIDE OF SANTA BARBARA, CALIFORNIA. THE HOUSING COMMUNITY IS CALLED "THE VILLAGE OF SANTA BARBARA." THE APARTMENT COMPLEX HAS A MIX OF STUDIOS, ONE, AND TWO-BEDROOM UNITS. A PLAYGROUND, BASKETBALL COURT, AND SWIMMING POOL ARE ALL AMENITIES AT THE VILLAGE. IN AUGUST OF 2014, THE TURNER FOUNDATION ACQUIRED A 45-UNIT COMPLEX ON THE WEST SIDE OF SANTA BARBARA. THIS HOUSING COMMUNITY IS CALLED "THE LIGHTHOUSE OF SANTA BARBARA." THROUGH CITY FUNDING, GRANTS, DONATIONS, AND OTHER FUNDS THE ORGANIZATION IMPROVES LIVING CONDITIONS FOR LOW-INCOME FAMILIES AT BOTH PROPERTIES THROUGH NEW AND ONGOING REMODELS AND RENOVATIONS. 255391 THE ORGANIZATION'S ON-SITE PROGRAMMING AIMS TO PROMOTE THE WELFARE OF THE WHOLE FAMILY BY OFFERING HIGH QUALITY SERVICES. AN ON-SITE LEARNING CENTER AND COMMUNITY CENTER ARE THE APEX ENVIRONMENTS FOR MEETING THE EDUCATIONAL NEEDS FOR CHILDREN (PRESCHOOL - TWELFTH GRADE). ON-SITE PROGRAMMING INCLUDES AN AFTER SCHOOL ENRICHMENT PROGRAM, YOUTH SUMMER PROGRAM, PERFORMING ARTS PROGRAM AND ART PROGRAM. ALL ON-SITE PROGRAMS ARE AT NO COST TO THE TENANTS AND OFFER POSITIVE, EDUCATIONAL AND ENRICHING EXPERIENCES FOR THE CHILDREN LIVING IN THE COMMUNITY. PROGRAMMING IS MADE POSSIBLE THROUGH COMMUNITY PARTNERSHIPS, GRANTS, DONATIONS, AND OTHER FUNDS. THE TURNER FOUNDATION RUNS PROGRAMS TO PROMOTE THE WELFARE OF AND PROVIDE SPIRITUAL, EDUCATIONAL, AND FINANCIAL SUPPORT FOR PERSONS WITH DISABILITIES AND SPECIAL NEEDS, FAMILIES AND YOUTH. THERE ARE ALSO PROGRAMS TO PROMOTE HEALING AND RESTORATION THROUGH PRAYER AND SPIRITUAL SERVICES. 2553913 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 15 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JENNIFER LOREN 8057301200 300 E CANON PERDIDO SANTA BARBARA CA 93101 CURTIS YATES PRESIDENT 2.00 X X 0 0 0 BRYAN WESTERFELD DIRECTOR 2.00 X 0 0 0 NATHANIEL BAILEY DIRECTOR 2.00 X 0 0 0 STEPHANIE OLSON TREASURER 2.00 X X 0 0 0 DEAN WILSON CEO 40.00 X 207287 0 0 DONALD FELLER SECRETARY/DIRECTOR OF OPERATIONS 40.00 X 106225 0 0 313512 0 0 2 0 1 0 0 5400 291027 296427 RENTAL INCOME 531110 1656464 1656464 GOVERNMENT FUNDED RENT 812300 1020900 1020900 LAUNDRY ROOM INCOME 531110 27166 27166 2704530 621 621 3001578 2704530 0 621 313512 106225 207287 679365 371972 97618 209775 81288 39890 24525 16873 78358 37583 24156 16619 94961 94961 25439 25439 122042 30000 92042 22548 22548 862 862 35188 35188 760905 439330 321575 10865 10865 551254 551254 675246 675246 115458 90505 24953 TENANT ACTIVITIES 41570 41570 IMPACT VISION 38468 38468 MISCELLANEOUS EXPENSES 30597 24116 6481 BOARD OF DIRECTORS EXPE 2580 2580 1928 1928 3682434 2553913 827518 301003 495282 544004 139388 20819 22329 30391692 6672006 24077802 23719686 273241 262929 19882 19882 25005595 24589649 93077 135639 18147671 17926828 241189 407021 18481937 18469488 X 6523658 6120161 6523658 6120161 25005595 24589649 -680856 277359 0 X X 0 1 X 1 0 X 55404 71231 132586 739701 291429 1290351 2081104 2393028 2425001 2441013 2704530 12044676 2136508 2464259 2557587 3180714 2995959 13335027 0 468186 35068 503254 468186 35068 503254 12831773 5625 6804 757 720 621 14527 5625 6804 757 720 621 14527 2142133 2471063 2558344 3181434 2996580 13349554 0.96120 0.96010 0.00110 0.00200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13200215 13200215 12968206 5001999 7966207 3975427 1440054 2535373 80061 64403 15658 167783 165550 2233 23719686 TENANT SECURITY DEPOSITS 214077 DEFERRED REVENUE 192944 407021 X 3001578 0 3001578 0 3001578 3682434 0 3682434 0 3682434 PART X, LINE 2: FINANCIAL ACCOUNTING STANDARDS BOARD ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE FOUNDATION'S TAX RETURNS FROM THE YEAR 2019 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2018 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE FOUNDATION HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEAR ENDED DECEMBER 31, 2022. X 1 DONNA REEVES 3905 STATE ST 113 SANTA BARBARA CA 93015 GRANT WRITING 0 211098 22548 188550 211098 22548 188550 CA X 0 0 0 0 0 0 0 0 0 DEAN WILSON CEO 207287 0 0 0 0 0 0 0 0 0 207287 0 0 0 PATRICIA T WILSON SPOUSE OF FORMER EXECUTIVE, MOTHER OF CEO 57520 WAGES 0 JONATHAN WILSON EXECUTIVE DIRECTOR EMERITUS, FATHER OF CEO 78300 WAGES 0 FORM 990, PART VI, SECTION A, LINE 3 DESCRIPTION OF DELEGATED DUTIES TO MANAGEMENT COMPANY - THE FOUNDATION HAS HIRED COCHRANE PROPERTY MANAGEMENT TO MANAGE THE PROPERTIES WHERE THEY CARRY OUT THEIR EXEMPT PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS - ALL BOARD MEMBERS, INCLUDING PATTY WILSON, HUMAN RESOURCES DIRECTOR, ARE PROVIDED WITH A COPY OF THE FORM 990, AND IT IS DISCUSSED AT THE NEXT BOARD MEETING. MEMBERS THEN VOTE WHETHER TO APPROVE OR REVISE. IF APPROVED, THE FORM 990 IS SIGNED AND FILED. IF REVISIONS ARE NECESSARY, THE PROCESS STARTS OVER. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS - THE BOARD COMMITTEE MEMBERS REVIEW OPERATIONS OF THE FOUNDATION AND REPORT ISSUES TO BE DISCUSSED AT THE NEXT BOARD MEETING, AT WHICH TIME ALL BOARD MEMBERS PARTICIPATE IN THE REVIEW FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW & APPROVAL PROCESS FOR OFFICERS & KEY EMPLOYEES - THE PROCESS FOR DETERMINING COMPENSATION INCLUDES ALL OF THE FOLLOWING ELEMENTS: (1) REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE OF THE ORGANIZATION; (2) USE OF DATA AS COMPARABLE COMPENSATION; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. 1. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTE OF THE ORGANIZATION, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 2. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE - THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC IN THE TURNER FOUNDATION OFFICE FROM 10AM-4PM TUESDAY-FRIDAY AND THE COMMUNITY CENTER FROM 1PM-7PM MONDAY-FRIDAY. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION THE TURNER FOUNDATION - SINCE 1958 P.O. BOX 186 SANTA BARBARA, CA 93102-0186 EMPLOYER IDENTIFICATION NUMBER: 95-6111806 FOR THE YEAR ENDING DECEMBER 31, 2022 THE TURNER FOUNDATION - SINCE 1958 IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).