2024-11-07T11:51:32-06:00 2023-12-31 946214841 ARMANINO ADVISORY LLC 11766 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90025 990 2023-01-01 953618955 SANTA BARBARA BOWL FOUNDATION SANT 8059627411 1122 NORTH MILPAS STREET SANTA BARBARA CA 93103 NICOLA PARR TREASURER 8059627411 2024-11-06 1 1 KATY BROWN P00650274 3104784148 2024-11-06 2023 2024-10-15 13:58:12Z KAREN KERNS 1122 NORTH MILPAS STREET SANTA BARBARA CA 93103 10299499 0 X WWW.SBBOWL.COM X 1981 CA TO MANAGE, MAINTAIN, AND RENOVATE THE SANTA BARBARA BOWL, A HISTORIC OUTDOOR CONCERT VENUE. 19 19 16 100 106193 0 2649160 2642732 3038318 4328084 374307 629202 889253 754381 6951038 8354399 446228 535353 0 0 1520975 1849304 0 0 355429 4495861 4526075 6463064 6910732 487974 1443667 49384542 51545148 1581928 1391101 47802614 50154047 X 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. 0 0 5461902 4951053 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 (CONTINUE ON SCHEDULE O) DUE TO COVID-19, THE FOUNDATION RESUMED FULL OPERATIONS IN 2022 AND SAW INCREASED PROGRAM REVENUE AND EXPENSES IN 2023. 625496 535353 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. 6087398 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 43 0 1 16 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X NICOLA PARR 8059627411 1122 NORTH MILPAS STREET SANTA BARBARA CA 93103 KAREN KERNS CHAIR 10.00 X X 0 0 0 CAROLA NICHOLSON VICE CHAIR 4.00 X X 0 0 0 LAURIE BENTSON KAUTH SECRETARY 4.00 X X 0 0 0 NICOLA PARR TREASURER 4.00 X X 0 0 0 MICHAEL ALLEN DIRECTOR 1.00 X 0 0 0 TYLER DUNCAN DIRECTOR 1.00 X 0 0 0 ANDREW FIRESTONE DIRECTOR 1.00 X 0 0 0 TOM GARCIA DIRECTOR 1.00 X 0 0 0 LORI KARI DIRECTOR 1.00 X 0 0 0 GRAHAM LYONS DIRECTOR 1.00 X 0 0 0 ANGEL MARTINEZ DIRECTOR 1.00 X 0 0 0 MIKE MENDOZA DIRECTOR 1.00 X 0 0 0 DAWN MITCHAM DIRECTOR 1.00 X 0 0 0 CHRIS PARKER DIRECTOR 1.00 X 0 0 0 MARIANNE PARTRIDGE DIRECTOR 1.00 X 0 0 0 CHARLES T PLOUGH III DIRECTOR (THRU 12/23) 1.00 X 0 0 0 BEN SCOTT DIRECTOR 1.00 X 0 0 0 DEREK SHUE DIRECTOR 1.00 X 0 0 0 PATRICIA STATHIS DIRECTOR 1.00 X 0 0 0 RICHARD BOLLER EXECUTIVE DIRECTOR & CEO 40.00 X 234258 0 29340 ERIC SHIFLETT PROGRAM DIRECTOR 40.00 X 150001 0 22485 ANDREW GARDNER BUSINESS MANAGER 40.00 X 117944 0 22169 TUCKER PAPAC OPERATIONS MANAGER 40.00 X 112011 0 17453 KORI SOLTZ FOOD & BEVERAGE MANAGER 40.00 X 105143 0 17014 719357 0 108461 5 0 1 0 MILLER EVENT MANAGEMENT 3563 SUELDO STREET SUITE L SAN LUIS OBISPO CA 93401 SECURITY CONTRACTOR 735773 BIG GREEN CLEANING CO 4860 CALLE REAL SANTA BARBARA CA 93111 CUSTODIAL SERVICES 160293 BLUESTAR PARKING PO BOX 1024 SUMMERLAND CA 93067 PARKING SERVICES 122325 SANTA BARBARA TROLLEY 24 E MASON ST SANTA BARBARA CA 93101 EVENT TROLLEY SERVICE 115820 CITY OF SANTA BARBARA POLICE DEPT 215 E FIGUEROA ST SANTA BARBARA CA 93101 TRAFFIC ENFORCEMENT 103835 5 1159350 1483382 2642732 GROSS SHOW PROCEEDS 711190 3111463 3111463 CONTRACT REVENUE 711190 1110428 1110428 ADVERTISING REVENUE 541800 106193 106193 4328084 636661 636661 7459 -7459 -7459 -7459 2666803 1937641 729162 729162 OTHER REVENUE 900099 25219 25219 25219 8354399 4951053 106193 654421 X 535353 535353 263597 105439 79079 79079 1245783 1030732 108448 106603 73274 61933 5727 5614 160593 126298 17255 17040 106057 80575 12807 12675 22500 22500 66935 66935 32406 32406 1340714 1294951 45099 664 90332 90332 159355 121067 19244 19044 613442 565919 23763 23760 17100 17100 1203663 1203663 251721 191241 30397 30083 OTHER SHOW EXPENSES 421933 421933 EVENT RENTALS 124009 124009 MISCELLANEOUS 91822 26710 4245 60867 COUNTY ARTS SUBSIDY 56750 56750 33393 33393 6910732 6087398 467905 355429 1137065 1336685 7670773 8746777 2266215 1886678 189000 28000 46789026 17080700 30571447 29708326 7628239 9666773 76551 4657 6252 6252 49384542 51545148 340198 479724 1241730 911377 1581928 1391101 X 45076508 47772167 2726106 2381880 47802614 50154047 49384542 51545148 1443667 907766 0 X 0 1 X 1 0 X 3481106 2057841 7245189 2649160 2642732 18076028 4867557 572078 2828066 5912727 6994888 21175316 8348663 2629919 10073255 8561887 9637620 39251344 250000 83200 44000 136500 15000 528700 484697 540751 147294 161525 1007433 2341700 734697 623951 191294 298025 1022433 2870400 36380944 310068 343267 185323 276359 636661 1751678 310068 343267 185323 276359 636661 1751678 14470 94592 12000 9238 25218 155518 8673201 3067778 10270578 8847484 10299499 41158540 0.88390 0.86790 0.04260 0.03860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9338313 562974 716443 10617730 9425537 548791 -636015 9338313 8709703 250000 465834 9425537 7489883 843820 376000 8709703 5962635 711731 815517 7489883 0.95340 0.04660 0 0 2288102 2288102 37498114 14739555 22758559 4959498 1920708 3038790 2043312 420437 1622875 29708326 X 11167400 907766 1937641 2845407 8321993 32406 32406 8354399 8815967 1937641 1937641 6878326 32406 32406 6910732 PART V, LINE 4: APPROXIMATELY 45% OF THE BOARD DESIGNATED ENDOWMENT IS FOR MAINTENANCE AND IMPROVEMENT OF THE FACILITY; THE BALANCE IS TO SUPPORT THE FOUNDATION'S OUTREACH PROGRAM. THE PERMANENT ENDOWMENT IS TO SUPPORT THE FOUNDATION'S OUTREACH PROGRAM. PART X, LINE 2: THE FOUNDATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION ORGANIZED UNDER THE LAWS OF CALIFORNIA AND, AS SUCH, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE INTERNAL REVENUE CODE ("IRC") AND THE FRANCHISE TAX BOARD UNDER CODE SECTIONS 501(C)(3) AND 23701(D), RESPECTIVELY. THE FOUNDATION IS NOT CONSIDERED A PRIVATE FOUNDATION. THE FOUNDATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ON REVENUES DERIVED FROM ADVERTISING. THE FOUNDATION IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2023, OR FOR ANY YEAR WHICH THE STATUTE REMAINS OPEN. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS 1,937,641. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 1,937,641. 1 NOTES FOR NOTES PO BOX 90632 SANTA BARBARA CA 93190 204875556 501(C)(3) 8500 0 OUTREACH GRANT SAN MARCOS HS ROYAL BAND BOOSTERS 4750 HOLLISTER AVE SANTA BARBARA CA 93110 770086774 501(C)(3) 10000 0 OUTREACH GRANT CHILDREN'S CREATIVE PROJECT 3970 LA COLINA RD STE 9 SANTA BARBARA CA 93110 237439807 501(C)(3) 33500 0 OUTREACH GRANT DOS PUEBLOS BAND BOOSTERS PO BOX 8931 GOLETA CA 93118 263368456 501(C)(3) 10000 0 OUTREACH GRANT DOS PUEBLOS HIGH SCHOOL THEATRE CO 7266 ALAMEDA AVE GOLETA CA 93117 475229640 501(C)(3) 8000 0 OUTREACH GRANT FRIENDS OF THE CARPINTERIA LIBRARY 5141 CARPINTERIA AVE CARPINTERIA CA 93013 237075498 501(C)(3) 5178 0 OUTREACH GRANT SANTA MARIA PHILHARMONIC SOCIETY PO BOX 375 SANTA MARIA CA 93456 770288378 501(C)(3) 15000 0 OUTREACH GRANT INFINITE MUSIC FOUNDATION PO BOX 1133 MORRO BAY CA 93443 462959266 501(C)(3) 10000 0 OUTREACH GRANT SANTA BARBARA EDUCATION FOUNDATION 1330 STATE ST SUITE 201 SANTA BARBARA CA 93101 770071544 501(C)(3) 18500 0 OUTREACH GRANT GIRLS ROCK SANTA BARBARA 1522 EUCALYPTUS HILL RD SANTA BARBARA CA 93103 460687975 501(C)(3) 9454 0 OUTREACH GRANT SCHOLARSHIP FOUNDATION OF SANTA BARBARA PO BOX 3620 SANTA BARBARA CA 93130 237087774 501(C)(3) 28000 0 OUTREACH GRANT LIGHT'S UP THEATER COMPANY 542 ALAN ROAD SANTA BARBARA CA 93109 832116275 501(C)(3) 9000 0 OUTREACH GRANT EVERYBODY DANCE NOW PO BOX 22960 SANTA BARBARA CA 93121 452107249 501(C)(3) 7500 0 OUTREACH GRANT A COMPAS INC FLAMENCO SANTA BARBARA PO BOX 30594 SANTA BARBARA CA 93120 202176039 501(C)(3) 7000 0 OUTREACH GRANT ARTS MENTORSHIP PROGRAM INC 531 E COTA STREET SANTA BARBARA CA 93103 451567553 501(C)(3) 6500 0 OUTREACH GRANT SANTA BARBARA FESTIVAL BALLET 127 W CANON PERDIDO ST SANTA BARBARA CA 93101 237429689 501(C)(3) 5500 0 OUTREACH GRANT FOUNDATION FOR SANTA BARBARA CITY COLLEGE 721 CLIFF DR SANTA BARBARA CA 93109 953234551 501(C)(3) 7500 0 OUTREACH GRANT LOBERO THEATRE FOUNDATION 33 E CANON PERDIDO ST SANTA BARBARA CA 93190 951831068 501(C)(3) 10500 0 OUTREACH GRANT ROYALS THEATRE PRODUCTION FUND PO BOX 30785 SANTA BARBARA CA 93130 842538418 501(C)(3) 8000 0 OUTREACH GRANT SANTA BARBARA HIGH SCHOOL THEATRE 700 E ANAPAMU ST SANTA BARBARA CA 93103 300690985 GOV 8500 0 OUTREACH GRANT THE TURNER FOUNDATION - SINCE 1958 PO BOX 186 SANTA BARBARA CA 93102 956111806 501(C)(3) 13000 0 OUTREACH GRANT ADAMS ELEMENTARY SCHOOL PTA 2701 LAS POSITAS RD SANTA BARBARA CA 93105 956204041 501(C)(3) 12200 0 OUTREACH GRANT LOMPOC HIGH SCHOOL 515 WEST COLLEGE AVE LOMPOC CA 93436 770070786 GOV 10000 0 OUTREACH GRANT MUSIC ACADEMY OF THE WEST 1070 FAIRWAY RD SANTA BARBARA CA 93108 951525814 501(C)(3) 7000 0 OUTREACH GRANT SANTA BARBARA SYMPHONY ORCHESTRA ASSN 1330 STATE ST STE 102 SANTA BARBARA CA 93101 952104089 501(C)(3) 10000 0 OUTREACH GRANT CERTAIN SPARKS MUSIC FOUNDATION 107 SOUTH H STREET LOMPOC CA 93436 820786741 501(C)(3) 9879 0 OUTREACH GRANT WASHINGTON SCHOOL PARENT TEACHER ORG 290 LIGHTHOUSE RD SANTA BARBARA CA 93109 753119264 501(C)(3) 16667 0 OUTREACH GRANT PICKLEBERRY PIE INC 7426 BARCLAY RD CHELTENHAM PA 19012 770236666 501(C)(3) 7600 0 OUTREACH GRANT PIONEER VALLEY HIGH SCHOOL 675 PANTHER DR SANTA MARIA CA 93454 521703494 GOV 6500 0 OUTREACH GRANT 36 0 PART I, LINE 2: THE FOUNDATION MAINTAINS ONGOING COMMUNICATIONS WITH THE RECIPIENTS AND THE SANTA BARBARA COMMUNITY REGARDING THE EFFECTIVENESS OF THE PROGRAM. UPON COMPLETION, THE RECIPIENT IS ASKED TO SUBMIT A REPORT TO THE OUTREACH COMMITTEE. X X 0 0 0 0 0 0 0 1 0 RICHARD BOLLER EXECUTIVE DIRECTOR & CEO 194258 0 40000 0 0 0 17413 0 11927 0 263598 0 0 0 ERIC SHIFLETT PROGRAM DIRECTOR 130001 0 20000 0 0 0 10567 0 11918 0 172486 0 0 0 PART I, LINE 7 EMPLOYEE BONUSES ARE NON-FIXED , BASED ON PERFORMANCE, AND APPROVED BY THE BOARD. FORM 990, PAGE 1, LINE 1 - CONTINUATION OF FOUNDATION'S MISSION THE FOUNDATION IS CHARGED WITH MANAGING, MAINTAINING AND RENOVATING THE HISTORIC SANTA BARBARA BOWL. THE FOUNDATION IS LED BY DEDICATED COMMUNITY VOLUNTEERS TO ACHIEVE THE FOLLOWING MAJOR INITIATIVES WITH THE GOAL OF BECOMING A LEADING OUTDOOR PERFORMING ARTS CENTER IN THE COUNTRY: - TO ENHANCE THE FACILITIES OF THE SANTA BARBARA BOWL FOR THE COMFORT AND ENJOYMENT OF BOTH PATRONS AND ARTISTS AND TO PROVIDE A LONG TERM FUNDING SOURCE FOR FACILITY MAINTENANCE AND REPAIRS. - TO CONTINUALLY BROADEN THE MUSICAL SPECTRUM OF BOWL PERFORMANCES TO REFLECT THE DIVERSITY OF OUR COMMUNITY AND THE INTERESTS OF OUR PATRONS, AND TO PROVIDE SUPPORT AND FUNDING FOR PERFORMING ARTS EDUCATION IN THE SANTA BARBARA COMMUNITY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION GIVES ALL BOARD MEMBERS A COPY OF THE 990 FOR REVIEW PRIOR TO FILING. QUESTIONS ARE DIRECTED TO THE TREASURER AND/OR STAFF. THE TREASURER RECOMMENDS TO THE BOARD THE FILING OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2 . THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION ; 3. A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND THE BOARD OR EXECUTIVE COMMITTEE HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. DISCLOSURE INVOLVING EMPLOYEES AND VOLUNTEERS IN THE ORGANIZATION SHOULD BE MADE TO THE CHIEF EXECUTIVE OFFICER (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD OR EXECUTIVE COMMITTEE. DISCLOSURE INVOLVING DIRECTORS AND COMMITTEE MEMBERS SHOULD BE MADE TO THE BOARD CHAIR, (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE- CHAIR) WHO SHALL BRING THESE MATTERS TO THE BOARD OR EXECUTIVE COMMITTEE. THE BOARD OR EXECUTIVE COMMITTEE DETERMINES WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO SBBF. THE DECISION OF THE BOARD OR EXECUTIVE COMMITTEE ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF SBBF AND THE ADVANCEMENT OF ITS PURPOSE. THE CONFLICT OF INTEREST DISCLOSURE STATEMENT WILL BE COMPLETED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE PERFORMS AN INDEPENDENT REVIEW TO DETERMINE COMPENSATION. COMPENSATION IS THEN APPROVED BY THE BOARD OF DIRECTORS, BUDGETED, AND MEMORIALIZED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE DURING BUSINESS HOURS OR WITH ADVANCE APPOINTMENT. FORM 990, PART VII - GOVERNANCE THE BOWL HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE CORPORATION AND TWO MEMBERS OF THE BOARD ELECTED AT THE ANNUAL MEETING. THE EXECUTIVE COMMITTEE SHALL HAVE THE GENERAL SUPERVISION OF THE AFFAIRS OF THE CORPORATION BETWEEN REGULAR BUSINESS MEETINGS OF THE BOARD, MAKE RECOMMENDATIONS TO THE BOARD, AND PERFORM SUCH OTHER DUTIES AS ARE SPECIFIED IN THE BYLAWS. THE EXECUTIVE COMMITTEE SHALL BE SUBJECT TO THE ORDERS OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL FIX THE HOUR AND PLACE OF ITS MEETINGS. SPECIAL MEETINGS OF THE EXECUTIVE COMMITTEE MAY BE CALLED BY THE CHAIR AND SHALL BE CALLED UPON WRITTEN REQUEST OF THE THREE (3) MEMBERS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MET 10 TIMES DURING THE YEAR. FORM 990, PART IX, LINE 11G CONTRACTUAL LABOR FOR SHOWS: PROGRAM SERVICE EXPENSES 1,290,732. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,290,732. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 4,219. MANAGEMENT AND GENERAL EXPENSES 671. FUNDRAISING EXPENSES 664. TOTAL EXPENSES 5,554. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 44,428. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,428.