SANTA BARBARA COURTHOUSE LEGACY FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA COURTHOUSE LEGACY FOUNDATION (EIN 20-1174366)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201613209349317201
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T18:26:13-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952835976 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLANE FALETTI & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E MICHELTORENA ST 200 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201174366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA COURTHOUSE LEGACY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8057707222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91459 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM MAHAN | PersonNm |
| Person Title | CHAIRMAN OF THE BOARD, PRESIDENT | PersonTitleTxt |
| Phone | 8059634322 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAIL H ANIKOUCHINE | PreparerPersonNm |
| PTIN | P00161999 | PTIN |
| Phone | 8059664157 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM MAHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91459 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $140,922 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COURTHOUSELEGACYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO FACILITATE THE PRESERVATION AND CONSERVATION OF THE HISTORIC SANTA BARBARA COURTHOUSE FOR THE CURRENT GENERATION AND FUTURE GENERATIONS. RESTORATIVE WORK ON THE HISTORIC FOUNTAIN AND CEILING AND ONGOING PUBLIC EDUCATION ABOUT THE COURTHOUSE THROUGH INFORMATIONAL EVENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $342,667 | PYContributionsGrantsAmt |
| CY Contributions Grants | $107,555 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $800 | PYInvestmentIncomeAmt |
| CY Investment Income | $451 | CYInvestmentIncomeAmt |
| PY Other Revenue | $251 | PYOtherRevenueAmt |
| CY Other Revenue | $5,954 | CYOtherRevenueAmt |
| PY Total Revenue | $343,718 | PYTotalRevenueAmt |
| CY Total Revenue | $113,960 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $49,856 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $25,596 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,064 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $87,415 | PYOtherExpensesAmt |
| CY Other Expenses | $498,756 | CYOtherExpensesAmt |
| PY Total Expenses | $113,011 | PYTotalExpensesAmt |
| CY Total Expenses | $548,612 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $230,707 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$434,652 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $566,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,777 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $566,276 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $130,777 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FACILITATE THE PRESERVATION AND CONSERVATION OF THE HISTORIC SANTA BARBARA COURTHOUSE FOR THIS GENERATION AND FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $476,135 | ExpenseAmt |
| Desc | MURAL ROOM PROJECTTHE SANTA BARBARA COURTHOUSE LEGACY FOUNDATION VOLUNTEERS PRIMARILY OBTAINED FUNDING FROM PRIVATE FOUNDATIONS AND INDIVIDUAL SOURCES TO FUND THE MURAL ROOM RESTORATION PROJECT.CONSISTENT WITH THE COURTHOUSE LEGACY FOUNDATION'S PRINCIPAL MISSION OF CONSERVING AND RESTORING AESTHETIC ASPECTS OF THE SANTA BARBARA COURTHOUSE BUILDING, THIS PROJECT WAS STRUCTURED AROUND CAREFUL ATTENTION TO HIRING MURAL RESTORATION PROFESSIONALS AND MURAL ROOM LIGHTING PROFESSIONALS TO PERFORM INITIAL RESTORATION PROJECT PLANNING AND SETUP WORK DESIGNED TO RESTORE THE ORIGINAL CONDITION OF THE MURAL AND LIGHTING AND MAINTAINING THE COURTHOUSE'S HISTORIC LANDMARK DESIGNATION.THE SANTA BARBARA COURTHOUSE LEGACY FOUNDATION MAINTAINS RELATIONSHIPS WITH MANY LOCAL ORGANIZATIONS THAT HELP THE COURTHOUSE LEGACY FOUNDATION ATTAIN ITS GOALS. | Desc |
| Total Program Service Expenses | $476,135 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIM O'KEEFFE (TREASURER) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8057707222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 SANTA BARBARA STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BILL MAHAN | ||||||
| PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUE ADAMS | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES BALLANTINE | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM O'KEEFFE | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRITTON JEWETT | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DANA MACHALLECK | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KEITH MAUTINO | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RODNEY BAKER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ALICE VAN DE WATER | ||||||
| FORMER TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RANDY BARNES | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| OLIVIA MARR | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DALE FRANCISCO | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CAROL FELL | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HERB BARTHELS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ED LENVIK | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAULA WALDMAN | ||||||
| FORMER TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HARWOOD WHITE | ||||||
| FORMER TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE MURRAY-MORSE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LORETTA REDD | ||||||
| FORMER TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ISABELA MADARANG | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ROBERT MISLANG | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CAROLE STERPA | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STEVE THOMPSON | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BARRY WINICK | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LINDA ROSSO | ||||||
| EXECUTIVE DIRECTOR | 25.00 | Yes (X) | $49,855 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $49,855 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $13,475 | MembershipDuesAmt |
| Fundraising | $5,675 | FundraisingAmt |
| All Other Contributions | $88,405 | AllOtherContributionsAmt |
| Noncash Contributions | $40,000 | NoncashContributionsAmt |
| Total Contributions | $107,555 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $598 | TotalRevenueColumnAmt |
| Exclusion | $598 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,147 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$147 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$147 | TotalRevenueColumnAmt |
| Exclusion | -$147 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,769 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,675 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $17,815 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,954 | TotalRevenueColumnAmt |
| Exclusion | $5,954 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,960 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,405 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,856 | TotalAmt |
| Program Services | $4,986 | ProgramServicesAmt |
| Management And General | $29,913 | ManagementAndGeneralAmt |
| Fundraising | $14,957 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,690 | TotalAmt |
| Management And General | $3,690 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161 | TotalAmt |
| Management And General | $161 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,453 | TotalAmt |
| Program Services | $321,903 | ProgramServicesAmt |
| Management And General | $550 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,260 | TotalAmt |
| Management And General | $6,761 | ManagementAndGeneralAmt |
| Fundraising | $499 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,353 | TotalAmt |
| Management And General | $5,745 | ManagementAndGeneralAmt |
| Fundraising | $7,608 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299 | TotalAmt |
| Management And General | $1,299 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642 | TotalAmt |
| Management And General | $642 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652 | TotalAmt |
| Management And General | $652 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MATERIALS FOR PROJECTS | $131,089 | $131,089 |
| OTHER PROJECT COSTS | $18,157 | $18,157 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,612 | TotalAmt |
| Program Services | $476,135 | ProgramServicesAmt |
| Management And General | $49,413 | ManagementAndGeneralAmt |
| Fundraising | $23,064 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,714 | BOYAmt |
| EOY | $18,639 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,706 | BOYAmt |
| EOY | $46,157 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $20,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,000 | BOYAmt |
| EOY | $5,250 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $325 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,500 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,856 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,000 | BOYAmt |
| EOY | $40,406 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,276 | BOYAmt |
| EOY | $130,777 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,714 | BOYAmt |
| EOY | $81,121 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,706 | BOYAmt |
| EOY | $25,250 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,856 | BOYAmt |
| EOY | $24,406 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,276 | BOYAmt |
| EOY | $130,777 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,276 | BOYAmt |
| EOY | $130,777 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$434,652 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$847 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $538,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $434,540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $278,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,555 | CurrentTaxYearAmt |
| Total | $1,477,108 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $40,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,000 | CurrentTaxYearAmt |
| Total | $80,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $538,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $434,540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $318,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,555 | CurrentTaxYearAmt |
| Total | $1,557,108 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $504,058 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,053,050 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $598 | CurrentTaxYearAmt |
| Total | $1,529 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $979 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $786 | CurrentTaxYearMinus1YearAmt |
| Total | $3,457 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,562,094 | TotalSupportAmt |
| Public Support CY170 | 0.67410 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $16,000 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,856 | BeginningYearBalanceAmt |
| Contributions | $12,100 | ContributionsAmt |
| Investment Earnings Or Losses | -$550 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $24,406 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $11,870 | ContributionsAmt |
| Investment Earnings Or Losses | $986 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,856 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,500 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS - TWO HISTORICAL PAINTINGS | $16,000 |
| ENDOWMENT FUNDS HELD AND MANAGED AT SANTA BARBARA FOUNDATION | $24,406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $40,406 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ORGANIZATION HOLDS TWO HISTORICAL PAINTINGS THAT WERE DONATED THAT ARE LOCATED WITHIN THE COURTHOUSE BUILDING AND ARE AVAILABLE FOR PUBLIC VIEWING AND EDUCATION REGARDING THE EARLY HISTORY OF SANTA BARBARA. |
| PART V, LINE 4: | ENDOWMENT FUND EARNINGS ARE INTENDED TO BE USED FOR FUTURE OPERATING EXPENSES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MINIATURE GOLF EVENT | Event1Nm |
| Gross Receipts Event1 | $19,044 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,600 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,444 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,003 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,268 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,904 | OtherDirectExpensesEvent1Amt |
| Event2 | FIESTA EVENT | Event2Nm |
| Gross Receipts Event2 | $10,400 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,075 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,325 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,152 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $3,644 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $845 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $29,444 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $5,675 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,769 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,155 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,912 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,749 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,816 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $5,953 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SCAFFOLDING FOR MURAL ROOM | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $40,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VENDOR EQUIPMENT REN | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE COMMITTEE PERFORMS A DETAIL REVIEW OF THE DRAFT FORM 990 AND APPROVES THE FILING OF FORM 990, THEN PROVIDES THE APPROVED DRAFT FORM 990 TO THE FULL BOARD OF TRUSTEES PRIOR TO THE DUE DATE OF THE FORM 990 EACH YEAR. THE BOARD OF TRUSTEES RATIFIES THE EXECUTIVE COMMITTEE'S APPROVAL AT THE NEXT SCHEDULED BOARD MEETING. |
| 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 4. 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 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-PRESIDENT) 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 THE ORGANIZATION. THE DECISION OF THE BOARD OR EXECUTIVE COMMITTEE ON THESE MATTERS WILL REST IN ITS SOLE DISCRETION, AND ITS CONCERN MUST BE THE WELFARE OF THE ORGANIZATION AND THE ADVANCEMENT OF ITS PURPOSE. THE CONFLICT OF INTEREST DISCLOSURE STATEMENT WILL BE COMPLETED ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | DETERMINING COMPENSATION FOR EXECUTIVE MANAGEMENT IS DONE BY AN INDEPENDENT REVIEW BY THE EXECUTIVE COMMITTEE. COMPENSATION IS THEN APPROVED BY THE EXECUTIVE COMMITTEE, BUDGETED, AND MEMORIALIZED IN THE MINUTES. THE ORGANIZATION COMPENSATED THE NEWLY HIRED EXECUTIVE DIRECTOR FROM JULY TO DECEMBER 2015. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE BOARD OF TRUSTEE'S SECRETARY MAINTAINS THE ORGANIZATION'S FORM 1023 DOCUMENT. THE BOARD OF TRUSTEE'S TREASURER MAINTAINS THE ORGANIZATION'S FORM 990. PUBLIC ACCESS TO THESE DOCUMENTS IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE BOARD OF TRUSTEE'S SECRETARY MAINTAINS ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, IN A SECURE LOCATION. PUBLIC ACCESS TO THESE DOCUMENTS IS AVAILABLE UPON REQUEST. THE BOARD OF TRUSTEE'S TREASURER MAINTAINS THE ORGANIZATION'S FINANCIAL INFORMATION SUPPORTING THE FORM 990. PUBLIC ACCESS TO THESE DOCUMENTS IS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROJECT CONTRACTORS: PROGRAM SERVICE EXPENSES 321,903. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 321,903. WEB-SITE CONTRACTOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 550. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 550. |
| FORM 990, PART VI, GOVERNANCE | THE COURTHOUSE LEGACY FOUNDATION HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE CORPORATION AND ONE EX-OFFICIO MEMBER OF THE BOARD. 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 THESE 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 PRESIDENT AND SHALL BE CALLED UPON THE WRITTEN REQUEST OF THREE (3) MEMBERS OF THE EXECUTIVE COMMITTEE. THE COMMITTEE MET 4 TIMES DURING THE YEAR. |