2025-11-14T13:21:41-06:00 2025-06-30 934792291 SORREN 3562 ROUND BARN CIRCLE SUITE 200 SANTA ROSA CA 95403 990 2024-07-01 942581084 LUTHER BURBANK MEMORIAL FOUNDATION LUTH 7075277006 50 MARK WEST SPRINGS ROAD SANTA ROSA CA 95403 RICHARD NOWLIN PRESIDENT & CEO 7075277006 2025-11-12 1 1 ALICIA T CERRUTI P01247967 7075423343 2025-11-12 2024 2025-03-06 01:10:19Z LUTHER BURBANK CENTER FOR THE ARTS RICHARD NOWLIN 50 MARK WEST SPRINGS ROAD SANTA ROSA CA 95403 23242797 0 X HTTP://LUTHERBURBANKCENTER.ORG X 1978 CA THE MISSION OF THE LUTHER BURBANK CENTER FOR THE ARTS IS TO ENRICH, EDUCATE AND ENTERTAIN CHILDREN AND ADULTS OF THE NORTH BAY THROUGH ACCESSIBLE AND OUTSTANDING PRESENTATIONS OF ARTS, FAMILY AND ENTERTAINMENT PERFORMANCES, EDUCATION PROGRAMS, VISUAL ARTS AND SCHOOL SHOWS PRESENTED TO THE COMMUNITY. COLLECTIVELY, THESE SHOWS PROVIDE OVER 100 PERFORMANCES ANNUALLY. 19 19 274 250 0 0 2629995 8560987 7053054 5983927 1055060 1586077 2597889 2045760 13335998 18176751 22275 19397 0 0 5542190 5667862 0 0 729590 8693986 7832159 14258451 13519418 -922453 4657333 37202181 41744439 2757102 2308845 34445079 39435594 X THE MISSION OF THE LUTHER BURBANK CENTER FOR THE ARTS IS TO ENRICH, EDUCATE, AND ENTERTAIN CHILDREN AND ADULTS OF THE NORTH BAY THROUGH ACCESSIBLE AND OUTSTANDING PRESENTATIONS OF ARTS, FAMILY AND ENTERTAINMENT PERFORMANCES, EDUCATION PROGRAMS, VISUAL ARTS AND COMMUNITY USE OF OUR FACILITY. COLLECTIVELY, THESE SHOWS PROVIDE OVER 100 PERFORMANCES ANNUALLY. 0 0 10631534 19397 5983927 ACCORDING TO THE FOUNDATION'S BYLAWS, THE PURPOSE OF THE FOUNDATION IS TO ENRICH, EDUCATE AND ENTERTAIN THE NORTH BAY COMMUNITY THROUGH ACCESSIBLE AND OUTSTANDING PRESENTATIONS OF ARTS, FAMILY AND ENTERTAINMENT PERFORMANCES, EDUCATIONAL PROGRAMS, VISUAL ARTS AND COMMUNITY USE OF THE FOUNDATION'S FACILITY. IN ADDITION, THE FOUNDATION IS FORMED FOR THE PURPOSES OF PERFORMING ALL THINGS INCIDENTAL TO, OR APPROPRIATE IN, THE ACHIEVEMENT OF THE FOREGOING PRIMARY CHARITABLE PURPOSES. 10631534 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 80 0 1 274 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X JULIE KRILICH 7078007516 50 MARK WEST SPRINGS ROAD SANTA ROSA CA 95403 WES DANIELS CHAIR 3.00 X X 0 0 0 SUSAN PRESTON IMMEDIATE PAST CHAIR 3.00 X X 0 0 0 ERNESTO M OLIVARES VICE CHAIR 3.00 X X 0 0 0 ROBI MCMINN SECRETARY 3.00 X X 0 0 0 DARCY PECORARO TREASURER 3.00 X X 0 0 0 LISE L LUTTGENS DIRECTOR 1.00 X 0 0 0 GARY ROSENBERG LEFT 1024 DIRECTOR 1.00 X 0 0 0 KEENAN MCCULLOUGH DIRECTOR 1.00 X 0 0 0 ANDREW SPAULDING DIRECTOR 1.00 X 0 0 0 MONICA LOPEZ LEFT 1024 DIRECTOR 1.00 X 0 0 0 JEFF IRELAND DIRECTOR 1.00 X 0 0 0 TIMOTHY FARLEY DIRECTOR 1.00 X 0 0 0 CARMEN CASTALDI DIRECTOR 1.00 X 0 0 0 KATHLEEN HAMILTON DIRECTOR 1.00 X 0 0 0 CHRISTOPHER HUNSBERGER DIRECTOR 1.00 X 0 0 0 SHERRY SWAYNE DIRECTOR 1.00 X 0 0 0 RENA CHARLES DIRECTOR 1.00 X 0 0 0 REKHA SKANTHARAJA DIRECTOR 1.00 X 0 0 0 DAVID WEINSTEIN DIRECTOR 1.00 X 0 0 0 CHERIE HUILLADE DIRECTOR 1.00 X 0 0 0 DALYA SACHS DIRECTOR 1.00 X 0 0 0 MARK ADAMS JOINED 22025 DIRECTOR 1.00 X 0 0 0 RICHARD NOWLIN PRESIDENT & CEO 50.00 X 250746 0 8022 JULIE KRILICH DIRECTOR OF FINANCE AND AD 50.00 X 130305 0 14163 ANITA WIGLESWORTH VICE PRESIDENT OF PROGRAMS 50.00 X 150820 0 16895 MARC HAGENLOCHER DIRECTOR OF OPERATIONS 50.00 X 129690 0 20455 ROBIN SELTZER DIRECTOR OF SPECIAL PROJEC 50.00 X 135370 0 5948 BENJAMIN TAYLOR DIRECTOR OF PHILANTROPHY 50.00 X 118877 0 20165 ASHLEY WORLEY DIRECTOR OF EDUCATION AND 50.00 X 116932 0 10202 1032740 0 95850 7 0 1 0 OUTBACK PRESENTS 209 TENTH AVE STE 409 NASHVILLE TN 37203 PROMOTER/AGENT 353498 CREATIVE ARTISTS AGENCY 2000 AVENUE OF THE STARS LOS ANGELES CA 90067 PROMOTER/AGENT 120000 SONOMA MEDIA INVESTMENTS 416 B STREET STE C SANTA ROSA CA 95401 ADVERTISING 117791 3 685804 206172 7669011 1054707 8560987 ADMISSIONS AND PROGRAM 711300 5983927 5983927 5983927 638781 638781 1237451 0 1237451 1237451 1237451 5807661 4860365 947296 947296 947296 372488 685804 205681 166807 166807 34000 0 34000 34000 INSURANCE RECOVERY 900099 389525 389525 OTHER NON-OPERATING 900099 217977 217977 607502 18176751 5983927 0 3631837 10569 10569 8828 8828 1068801 796159 183800 88842 3623406 2709726 625561 288119 150765 113794 26437 10534 423180 345087 49714 28379 401710 311763 61229 28718 8381 8381 49300 49300 304220 125290 150608 28322 591648 521052 9934 60662 631872 519280 50912 61680 35962 1970 33992 52166 52121 45 720738 445480 274777 481 98728 97600 499 629 11353 9681 1468 204 999075 999075 430300 430300 PERFORMERS' FEES 3063604 3061604 400 1600 FOOD & BEVERAGE 442258 292598 24513 125147 SERVICE CHARGES 245092 152881 92042 169 DUES AND SUBSCRIPTIONS 65012 39994 23959 1059 82450 16982 60468 5000 13519418 10631534 2158294 729590 47153 50734 6342755 5713563 4133953 5810245 15773 18318 256826 345605 31219293 16667007 13963628 14552286 12442093 15253688 37202181 41744439 1152631 854727 1503346 1346583 101125 107535 2757102 2308845 X 28134261 28700534 6310818 10735060 34445079 39435594 37202181 41744439 4657333 333182 0 X X 0 1 X 1 0 X 1394504 9749840 3624083 2629995 8560987 25959409 227251 4173651 6006832 7053054 5983927 23444715 1621755 13923491 9630915 9683049 14544914 49404124 442865 992299 406700 294925 441967 2578756 0 442865 992299 406700 294925 441967 2578756 46825368 929282 1352274 1525906 1861360 1876232 7545054 929282 1352274 1525906 1861360 1876232 7545054 3250871 885526 7247038 1791589 1755605 14930629 5801908 16161291 18403859 13335998 18176751 71879807 0.65140 0.62030 0.10500 0.11390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1399164 X 0 12844312 2012000 1685881 627223 35852 15879118 11587730 406800 1343119 461903 31434 12844312 10794440 292241 994859 462675 31135 11587730 12269358 14258 -1034390 419490 35296 10794440 9752475 11434 2809634 270316 32870 12270357 0.72000 0.28000 0.00000 1 0 1779368 1779368 23583446 13868458 9714988 4410447 2769851 1640596 1446032 28698 1417334 14552286 PUBLICLY TRADED SECURITIES 15253688 F 15253688 RENTAL DEPOSITS 83293 LEASE DEPOSITS 24242 107535 X 18715612 333180 205681 538861 18176751 0 18176751 13725099 205681 205681 13519418 0 13519418 PART III, LINE 4: THE FOUNDATION MAINTAINS A SMALL COLLECTION OF ART CONSISTING OF SCULPTURE, PAINTINGS, AND PRINTS AT A COST OF $1,399,164. AFTER CONSIDERING DEPRECIATION, THE NET BOOK VALUE OF THIS COLLECTION IS $1,370,467. THIS FURTHERS OUR EXEMPT PURPOSE BY ENRICHING, EDUCATING, AND ENTERTAINING OUR COMMUNITY THROUGH ACCESSIBLE AND OUTSTANDING PRESENTATION OF VISUAL ART. PART V, LINE 4: THE DONORS OF THE PERMANENT ENDOWMENT HAVE STIPULATED THAT THE FUNDS ARE TO BE INVESTED IN PERPETUITY. THERE IS NO RESTRICTION ON THE NET APPRECIATION OF THE ENDOWMENT. PART X, LINE 2: EXPLANATION FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D). HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION, COMMONLY REFERRED TO AS UNRELATED BUSINESS INCOME. NO INCOME TAX PROVISION HAS BEEN RECORDED FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, SINCE MANAGEMENT DETERMINED THAT THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME. THE FOUNDATION DETERMINES WHETHER ITS TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY BASED ON THE TECHNICAL MERITS OF THE POSITIONS. AS OF JUNE 30, 2025, THE FOUNDATION HAS REVIEWED ITS TAX POSITIONS AND HAS CONCLUDED NO RESERVE FOR UNCERTAIN TAX POSITIONS IS REQUIRED. THE FOUNDATION'S OPEN TAX YEARS SUBJECT TO REVIEW ARE FOR 3 YEARS AFTER THE DATE OF FILING FOR FEDERAL AND 4 YEARS AFTER THE DATE OF FILING FOR CALIFORNIA. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES SHOWN IN REVENUE ON FORM 990, PART VIII, LINE 8B 205,681. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES SHOWN IN REVENUE ON FORM 990 PART VIII, LINE 8B 205,681. ART OF DESSERT 1034266 667089 367177 29890 78632 3575 83221 MUSIC EDUCATION 24026 18715 5311 273 4227 5863 1058292 685804 372488 30163 82859 3575 89084 205681 166807 34000 0 34000 34000 CA 1 0 0 0 0 0 1 VARIOUS SCHOOLS IN SONOMA LAKE AND MENDOCINO COUNTIES 10569 0 BUS FUND SCHOLARSHIPS 33 VARIOUS INDIVIDUALS UNDER $5,000 8828 GENERAL PURPOSE PART I, LINE 2: BUS FUND SCHOLARSHIPS ELIGIBILITY CRITERIA - BUS FUND AWARDS OF $75, $100, $125 OR $200 ARE GIVEN TO INDIVIDUAL SCHOOLS BASED ON A MINIMUM PURCHASE OF 25 TICKETS TO A SCHOOL SHOW. EACH AWARD LEVEL REQUIRES THE PURCHASE OF A HIGHER MINIMUM NUMBER OF TICKETS. FULL PAYMENT MUST BE RECEIVED WITHIN 30 DAYS OF PLACING ORDER. SCHOOLS WHO ARE RECIPIENTS OF TITLE I FEDERAL FUNDING QUALIFY FOR THE HIGHEST AWARD OF $125 WITH THE PURCHASE OF THE LOWEST MINIMUM LEVEL OF 25 OR MORE TICKETS. GRANTEE SELECTION - FIRST COME, FIRST SERVED BASIS GRANT SUBSTANTIATION - SCHOOLS WHO REQUEST A BUS FUND AWARD ARE TRACKED IN A SPREADSHEET. THIS SPREADSHEET IS UPDATED AS TICKETS ARE PURCHASED AND THEN PAID FOR. THE AWARD IS SENT TO THE SCHOOL AFTER THE SHOW HAS OCCURRED AND THEIR ATTENDANCE AT THE SHOW HAS BEEN VERIFIED. FUNDING FOR THE AWARDS COMES FROM DONATIONS THAT ARE EARMARKED FOR THE BUS FUND PROGRAM. THE ANNUAL BUS FUND AWARD AMOUNT IS BUDGETED BASED ON FISCAL AND ECONOMIC FACTORS. SCHEDULE I, PART III, LINE 1 THE ORGANIZATION REPORTED OVER $5,000 IN GRANT EXPENSE TO U.S. INDIVIDUALS, HOWEVER, NO INDIVIDUAL RECIPIENT RECEIVED MORE THAN $5,000. X X X 0 0 0 0 0 0 0 0 0 RICHARD NOWLIN PRESIDENT & CEO 247146 0 0 0 3600 0 0 0 8022 0 258768 0 0 0 ANITA WIGLESWORTH VICE PRESIDENT OF PROGRAMS 150820 0 0 0 0 0 0 0 16895 0 167715 0 0 0 MARC HAGENLOCHER DIRECTOR OF OPERATIONS 129690 0 0 0 0 0 0 0 20455 0 150145 0 0 0 X 15 770400 FAIR MARKET VALUE X FOOD & DRINK FOR CONCESSIONS 110 151585 60% OF RETAIL MARKET X ADVERTISING 9 94594 NON-PROFIT DISCOUNT X LODGING 3 33150 FAIR MARKET VALUE X INSTRUMENTS 20 4978 FAIR MARKET VALUE 0 0 0 SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION LUTHER BURBANK MEMORIAL FOUNDATION 50 MARK WEST SPRINGS ROAD SANTA ROSA, CA 95403 EMPLOYER IDENTIFICATION NUMBER: 94-2581084 FOR THE YEAR ENDING: JUNE 30, 2025 LUTHER BURBANK MEMORIAL FOUNDATION IS MAKING THE DE MINIMIS SAFE-HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT/CEO AND DIRECTOR OF FINANCE AND ADMINISTRATION PERFORM A DETAILED REVIEW OF THE FORM 990. THE BOARD OF DIRECTORS THEN REVIEWS A PUBLIC DISCLOSURE COPY OF THE FORM 990 PRIOR TO SUBMITTAL TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MAINTAINED BY THE BOARD GOVERANCE AND NOMINATING COMMITTEE WHICH INSURES THAT EACH MEMBER UNDERSTANDS THE POLICY AND SIGNS AN ACCEPTANCE AGREEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES INCLUDES A FORMAL COMPENSATION STUDY AND REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OR COMPENSATION/EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION PROVIDES PUBLIC DISCLOSURE OF FORM 990 THROUGH ELECTRONICALLY FILED REPORTS THAT ARE THEN AVAILABLE ON THE WEBSITE OF GUIDESTAR, AN ORGANIZATION THAT DISSEMINATES DATA ON NONPROFITS, INCLUDING THEIR FORM 990. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE ALSO PUBLISHED EVERY YEAR ON THE FOUNDATION'S WEB SITE. THE PUBLIC DISCLOSURE POLICY OUTLINES OUR COMMITMENT TO PROVIDE AN OPEN DISCLOSURE TO THE GENERAL PUBLIC. THE FOUNDATION HAS AN OPEN DOOR POLICY TO PUBLIC QUESTIONING. FORM 990, PART XI, LINE 2C: THERE HAVE BEEN NO CHANGES TO THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANICAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.