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Community Development : Community Foundations

Santa Barbara Foundation

For good. For ever.

four stars

97.53

1111 Chapala Street Suite 200
Santa Barbara, CA 93101
tel: (805) 963-1873   Web Site
EIN: 95-1866094

Board Leadership
Pamela Gann
Chair

CEO
Jackie Carrera
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 97.53 four stars
  Financial 96.52 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 06/01/2020 and includes data from FY2018, the most recent 990 received at that time.

The Santa Barbara Foundation is a community foundation established in 1928 to enrich the lives of the people of Santa Barbara County through philanthropy. The Foundation achieves this by responding to community needs well as by serving those who wish to carry out their philanthropy in Santa Barbara County and beyond. The Foundation serves as a leader, catalyst, and resource for philanthropy. We build and prudently manage a growing endowment for the community's present and future needs. We provide secure, flexible and effective opportunities for donors to improve their community. We strive for measurable community improvement through strategic funding in such fields as education, personal development, health, human services, culture, recreation, community enhancement, and the environment.

The Santa Barbara Foundation is a community foundation established in 1928 to enrich the lives of the people of Santa Barbara County through philanthropy. The Foundation achieves this by responding to community needs well as by serving those who wish to carry out their philanthropy in Santa Barbara County and beyond. The Foundation serves as a leader, catalyst, and resource for philanthropy. We build and prudently manage a growing endowment for the community's present and future needs. We provide secure, flexible and effective opportunities for donors to improve their community. We strive for measurable community improvement through strategic funding in such fields as education, personal development, health, human services, culture, recreation, community enhancement, and the environment.

Financial

four stars

96.52

Accountability & Transparency

four stars

100.00

This rating was published 06/01/2020 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
87.9%
  Administrative Expenses 7.3%
  Fundraising Expenses 4.7%
  Fundraising Efficiency $0.02
  Working Capital Ratio (years) 9.03
  Program Expenses Growth 15.4%
  Liabilities to Assets 6.5%
All data for Financial Performance Metrics calculations was provided by Santa Barbara Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Santa Barbara Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Santa Barbara Foundation (CA) 97.53 four stars
Community Foundation of the Virgin Islands (VI) 98.23 four stars
Greater Kansas City Community Foundation (MO) 92.61 four stars
Baltimore Community Foundation (MD) 85.17 three stars
Stanislaus Community Foundation (CA) 90.10 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $17,917,025
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $17,917,025
   Program Service Revenue $0
Total Primary Revenue $17,917,025
   Other Revenue $7,966,752
TOTAL REVENUE $25,883,777
   
EXPENSES  
   Program Expenses $32,452,757
   Administrative Expenses $2,262,896
   Fundraising Expenses $1,535,721
TOTAL FUNCTIONAL EXPENSES $36,251,374
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-10,367,597
   
Net Assets $348,200,868

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Fund Distribution $30,128,534 92.8%
Scholarships $1,690,337 5.2%
Direct Program Activities $633,886 2.0%

Ratings History
Santa Barbara Foundation has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 06/01/2020 97.53 four stars
2017-12 05/01/2019 95.50 four stars
2016-12 05/01/2018 90.12 four stars
2015-12 07/01/2017 89.29 three stars
2014-12 02/01/2017 89.51 three stars
 
CN 2.0
2013-12 08/01/2015 87.25 three stars
2012-12 05/01/2014 94.68 four stars
2011-12 07/01/2013 90.21 four stars
2010-12 04/01/2012 97.39 four stars
2009-12 09/20/2011 89.86 three stars
 
CN 1.0
2009-12 06/01/2011 85.79 three stars
2008-12 07/01/2010 86.44 three stars
2007-12 05/01/2009 98.90 four stars
2006-12 04/01/2008 86.17 three stars
2005-12 04/01/2007 88.90 three stars
2004-12 05/01/2006 84.57 three stars
2003-12 03/01/2005 94.68 four stars
2002-12 01/01/2004 95.68 four stars
2001-12 10/15/2002 80.28 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 95-1866094
Name in IRS Master File SANTA BARBARA FOUNDATION
NTEE Code T31
NTEE Classification Community Foundations
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (602) Gifts, grants, or loans to other organizations
(40) Scholarships (other)
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date May, 1938
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$300,078 0.82% Ronald V. Gallo President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Santa Barbara Foundation (CA) 97.53 four stars
Hutchinson Community Foundation (KS) 90.53 four stars
North Texas Community Foundation (TX) 96.66 four stars
El Dorado Community Foundation (CA) 85.88 three stars
Community Foundation of New Jersey (NJ) 98.23 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Santa Barbara Foundation
1111 Chapala Street
Suite 200
Santa Barbara, CA 93101
tel: (805) 963-1873
fax: (805) 966-2345
EIN: 95-1866094

Visit Web Site

Board Leadership

Pamela Gann
Chair

CEO

Jackie Carrera
President & CEO

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