SANTA BARBARA COURTHOUSE LEGACY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA COURTHOUSE LEGACY FOUNDATION (EIN 20-1174366)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201223199349305722
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-14T15:30:58-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952835976 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLANE FALETTI & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E MICHELTORENA ST 200 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201174366 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA COURTHOUSE LEGACY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANT | NameControl |
| Phone | 8055683085 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91459 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93190 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM MAHAN | Name |
| Title | CHAIRMAN OF THE BOARD, PRESIDENT | Title |
| Phone | 8059634322 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIM O'KEEFFE | Name |
| PTIN | P01367593 | PTIN |
| Phone | 8059664157 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM MAHAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91459 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93190 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 538586 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.COURTHOUSELEGACYFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 654668 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 519795 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 169 | InvestmentIncomePriorYear |
| Investment Income Current Year | 41 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -19395 | OtherRevenuePriorYear |
| Other Revenue Current Year | -103007 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 635442 | TotalRevenuePriorYear |
| Total Revenue Current Year | 416829 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14418 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 3300 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 6610 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9299 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 409178 | OtherExpensePriorYear |
| Other Expenses Current Year | 624559 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 426896 | TotalExpensesPriorYear |
| Total Expenses Current Year | 631169 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 208546 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -214340 | RevenuesLessExpensesCY |
| Total Assets BOY | 316019 | TotalAssetsBOY |
| Total Assets EOY | 60112 | TotalAssetsEOY |
| Total Liabilities BOY | 41567 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 274452 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 60112 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO FACILITATE THE PRESERVATION AND CONSERVATION OF THE HISTORIC SANTA BARBARA COURTHOUSE FOR THIS GENERATION AND FUTURE GENERATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 514115 | Expense |
| Description | SPIRIT OF THE OCEAN FOUNTAIN RESTORATION PROJECTTHE SANTA BARBARA COURTHOUSE LEGACY FOUNDATION VOLUNTEERS PRIMARILY OBTAINED FUNDING FROM LOCAL BUSINESSES, PRIVATE FOUNDATIONS AND INDIVIDUAL SOURCES TO RESTORE THE SPIRIT OF THE OCEAN FOUNTAIN TO ITS ORIGINAL CONDITION.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 RESTORING THE FOUNTAIN TO ITS ORIGINAL CONDITION 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 98083 | Expense |
| Description | CLOCK TOWER PROJECTTHE SANTA BARBARA COURTHOUSE LEGACY FOUNDATION VOLUNTEERS PRIMARILY OBTAINED FUNDING FROM PRIVATE FOUNDATIONS AND INDIVIDUAL SOURCES TO IMPROVE THE CLOCK TOWER ROOM AND RESTORE THE CLOCK MECHANISM TO ITS ORIGINAL CONDITION.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 RESTORING THE CLOCK TO ITS ORIGINAL CONDITION 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 612198 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIM O'KEEFFE (TREASURER) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8059664157 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 SANTA BARBARA STREET | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| WILLIAM THOMAS JR | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| BILL MAHAN | ||||||
| VICE-PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| ROBERT OOLEY | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| TIM O'KEEFFE | ||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 |
| BRITTON JEWETT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEAN SCHEIBE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KEITH MAUTINO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RODNEY BAKER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ALICE VAN DE WATER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BARBARA LOWENTHAL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES BALLANTINE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SUE ADAMS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CAROL FELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEBBIE SAUCEDO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| NAOMI SCHWARTZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRAD GINDER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MAGGY CARA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JENNIFER HANRAHAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRANK OCHOA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEORGE THURLOW | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HARWOOD WHITE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BARBARA ALLEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANGELA ROACH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DANIELLE DE SMETH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 113416 | FundraisingEvents |
| All Other Contributions | 406379 | AllOtherContributions |
| Noncash Contributions | 103069 | NoncashContributions |
| Total Contributions | 519795 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41 | TotalRevenueColumn |
| Exclusion | $41 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 18750 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 113416 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 121757 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -103007 | TotalRevenueColumn |
| Exclusion | -$103,007 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 416829 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$102,966 | ExclusionAmount |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1475 | Total |
| Management And General | 1475 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6610 | Total |
| Fundraising | 6610 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 440707 | Total |
| Program Services | 440707 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5306 | Total |
| Management And General | 2617 | ManagementAndGeneral |
| Fundraising | 2689 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1290 | Total |
| Management And General | 1290 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18700 | Total |
| Program Services | 18700 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 823 | Total |
| Management And General | 823 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500 | Total |
| Management And General | 500 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2967 | Total |
| Management And General | 2967 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| MATERIALS FOR PROJECTS | 124388 | 124388 |
| OTHER PROJECT COSTS | 28403 | 28403 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 631169 | Total |
| Program Services | 612198 | ProgramServices |
| Management And General | 9672 | ManagementAndGeneral |
| Fundraising | 9299 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115262 | BOY |
| EOY | 43112 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1305 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155452 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26500 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2500 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1500 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1500 | BOY |
| EOY | 1000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16000 | BOY |
| EOY | 16000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316019 | BOY |
| EOY | 60112 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41567 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41567 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17948 | BOY |
| EOY | 40009 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256504 | BOY |
| EOY | 20103 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274452 | BOY |
| EOY | 60112 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316019 | BOY |
| EOY | 60112 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -214340 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37171 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74394 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 155489 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 662240 | CurrentTaxYearMinus1Year |
| Current Tax Year | 538545 | CurrentTaxYear |
| Total | 1467839 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37171 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74394 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 155489 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 662240 | CurrentTaxYearMinus1Year |
| Current Tax Year | 538545 | CurrentTaxYear |
| Total | 1467839 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 97700 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 428384 | CurrentTaxYearMinus1Year |
| Current Tax Year | 280526 | CurrentTaxYear |
| Total | 806610 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 97700 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 428384 | CurrentTaxYearMinus1Year |
| Current Tax Year | 280526 | CurrentTaxYear |
| Total | 806610 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 661229 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 591 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 461 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 169 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40 | CurrentTaxYear |
| Total | 1761 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 591 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 461 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 169 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40 | CurrentTaxYear |
| Total | 1761 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 158 | CurrentTaxYearMinus2Years |
| Total | 158 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37671 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74985 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 156108 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 662409 | CurrentTaxYearMinus1Year |
| Current Tax Year | 538585 | CurrentTaxYear |
| Total | 1469758 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.44990 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.43530 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00120 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00180 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 16000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2500 | OtherCostOrOtherBasis |
| Depreciation | 1500 | Depreciation |
| Book Value | 1000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1000 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER ASSETS - HISTORICAL PAINTINGS | Description |
| Book Value | 16000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 16000 | TotalBookValueOtherAssets |
| Total Revenue | 416829 | TotalRevenue |
| Total Expenses | 631169 | TotalExpenses |
| Excess Or Deficit For Year | -214340 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -214340 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART III, LINE 4: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FOUNTAIN GALA | NameOfEvent1 |
| Gross Receipts Event1 | 132166 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 113416 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 18750 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 6777 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 46357 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 66623 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 132166 | GrossReceiptsTotal |
| Charitable Contributions Total | 113416 | CharitableContributionsTotal |
| Gross Revenue Total Events | 18750 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 6777 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 46357 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 66623 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 121757 | DirectExpenseSummaryEvents |
| Net Income Summary | -103007 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | OPERATING EQUIPMENT | 3 | 28794 | HOURLY RENTAL RATES PER PUBLISHED PRICES |
| X | PROFESSIONAL LABOR SERVICES | 5 | 74275 | HOURLY PAY RATES PER SIMILAR PROFESSIONAL SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE PERFORMS A DETAIL REVIEW OF THE DRAFT FORM 990,THEN PROVIDES THE DRAFT FORM 990 TO THE FULL BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO THE DUE DATE OF THE FORM 990 EACH YEAR. | |
| 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 THEIR SOLE DISCRETION, AND THEIR 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 HAD NO COMPENSATED EXECUTIVE STAFF FOR 2011. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE BOARD OF TRUSTEES SECRETARY MAINTAINS THE ORGANIZATION'S FORM 1023 DOCUMENT. THE BOARD OF TRUSTEES 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 TRUSTEES 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 TRUSTEES TREASURER MAINTAINS THE ORGANIZATION'S FINANCIAL INFORMATION SUPPORTING THE FORM 990. PUBLIC ACCESS TO THESE DOCUMENTS IS AVAILABLE UPON REQUEST. | |
| 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. | EXECUTIVE COMMITTEE |