The Rona Barrett Foundation

EIN: 770555412 501(c)(3) Philanthropy & Grantmaking

Santa Ynez, CA

Total Revenue
$233,375
Total Expenses
$542,454
Total Assets
$1,828,390
Net Assets
$1,827,568
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
CA
Principal Officer
Richard Morris
Phone
8056888887
Tax Period
2025-01-01 to 2025-12-31

The Rona Barrett Foundation, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $233K in total revenue in fiscal year 2025. Revenue decreased 20% compared to the prior year. Expenses of $542K exceeded revenue, resulting in a 132% operating deficit.

Mission

THE RONA BARRETT FOUNDATION SEEKS TO PROVIDE A SOLUTION TO AFFORDABLE HOUSING FOR SENIORS IN NEED WITH A PROJECT CALLED "THE GOLDEN INN & VILLAGE". THROUGH A COMMUNITY PARTNERSHIP, THE FOUNDATION HAS ACQUIRED LAND FOR THE VILLAGE AND IS CREATING PROGRAMS THAT WILL ENABLE SENIORS TO RE-DEFINE THIS PHASE OF THEIR LIVES AND RE-INVENT THEMSELVES SO THAT THEY MAY REMAIN CONTRIBUTING MEMBERS OF SOCIETY. OUTREACH WILL BE MADE TO THE PRIMARY CAREGIVERS, WHETHER THEY BE FAMILY OR FRIENDS, TO PROVIDE BASIC TRAINING IN CAREGIVER SKILLS AND RESPITE FROM THIS DIFFICULT BUT IMPORTANT DUTY. PUBLIC AWARENESS OF THE STATE OF SENIORS IN NEED WILL BE RAISED BY RADIO, TELEVISION, AND APPEARANCES AT SPECIAL EVENTS.

Program Service Accomplishments

Program 1
Expenses: $230,225

IN ADDITION TO MAINTAINING THE CURRENT GOLDEN INN & VILLAGE BUILDING, THE AFFORDABLE HOUSING COMPLEX FOR LOW-INCOME SENIORS, THE RONA BARRETT FOUNDATION CONTINUTED PRE-DEVELOPMENT WORK ON PHASE 2...

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IN ADDITION TO MAINTAINING THE CURRENT GOLDEN INN & VILLAGE BUILDING, THE AFFORDABLE HOUSING COMPLEX FOR LOW-INCOME SENIORS, THE RONA BARRETT FOUNDATION CONTINUTED PRE-DEVELOPMENT WORK ON PHASE 2, WHICH IS TO BE CALLED HARRYS HOUSE. COLLABROATING WITH A POTENTIAL PARTNER, EPISCOPAL COMMUNITIES AND SERVICES (ECS), MARKET STUDIES AND PROPOSED ARCHITECTURAL PLANS WERE CONSIDERED AND REVIEWED. IN ADDITION, THE RONA BARRETT FOUNDATION CONTINUED TO MAINTAIN THE ACREAGE, WHICH IS ADJACENT TO THE EXISTING GOLDEN INN & VILLAGE BUILDING, THUS INCREASING IT APPRAISED VALUE.

Program 2
Expenses: $86,566

THE MEAL/NUTRITION PROGRAM FOR THE RESIDENTS AT THE GOLDEN INN & VILLAGE, THE AFFORDABLE HOUSING COMPLEX FOR LOW-INCOME SENIORS ENVISIONED BY THE RONA BARRETT FOUNDATION, WAS EXPANDED. IN ADDITION TO...

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THE MEAL/NUTRITION PROGRAM FOR THE RESIDENTS AT THE GOLDEN INN & VILLAGE, THE AFFORDABLE HOUSING COMPLEX FOR LOW-INCOME SENIORS ENVISIONED BY THE RONA BARRETT FOUNDATION, WAS EXPANDED. IN ADDITION TO LUNCHES BEING PREPARED AND SERVED THREE DAYS A WEEK, RESIDENTS HAVE LIGHT SELF-SERVE BREAKFAST OFFERINGS, WEEKEND BRUNCHES AND SPECIAL HOLIDAY AND EVENT MEALS. THIS PROGRAM IS PROVIDED AT NO COST TO THESENIORS.

Program 3

TO BETTER SERVE THE SENIOR RESIDENTS OF THE GOLDEN INN & VILLAGE, THE RONA BARRETT FOUNDATION EXPANDED ITS MEDICAL AND HEALTH SCREENINGS AND SERVICES TO INCLUDE CHIROPRACTIC CARE, BLOOD PRESSURE...

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TO BETTER SERVE THE SENIOR RESIDENTS OF THE GOLDEN INN & VILLAGE, THE RONA BARRETT FOUNDATION EXPANDED ITS MEDICAL AND HEALTH SCREENINGS AND SERVICES TO INCLUDE CHIROPRACTIC CARE, BLOOD PRESSURE CLINICS, AUDIOLOGY, PODIATRY CARE, PHYSICAL THERAPY AND VISION CARE. THESE PROGRAMS ARE PROVIDED AT NO COST TO THE RESIDENTS.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $211,391
Program Service Revenue $0
Investment Income $21,984
Other Revenue $0
TOTAL REVENUE $233,375

Expense Breakdown

Grants Paid $0
Salaries & Benefits $365,756
Fundraising Expenses $45,132
Program Expenses $316,791
Other Expenses $176,698
TOTAL EXPENSES $542,454

Year-over-Year Comparison

2025 2024 Change
Revenue $233,375 $291,669 -0.2%
Expenses $542,454 $535,952 +0.0%
Net Income $-309,079 $-244,283 +0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
6
Independent Members
10
Employees
5
Volunteers
15

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$217,390
Total Directors
6
$217,390
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Rona Barrett Director 30.00
Officer Director
$112,178 $0 $112,178
Richard Morris Executive Dir. 30.00
Officer Director
$91,194 $0 $91,194
Vicki Wedmore Director 5.00
Officer Director
$14,018 $0 $14,018
Susan Weber Director 2.00
Officer Director
$0 $0 $0
Lisa Clement MD Director 2.00
Officer Director
$0 $0 $0
Cynthia Manigault President 2.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $233,375 $542,454 $1,828,390 $-309,079
2024 $291,669 $535,952 $2,138,083 $-244,283
2023 $428,286 $694,872 $2,372,435 $-266,586
2022 $474,838 $648,263 $2,630,981 $-173,425
2021 $418,361 $558,984 $2,803,795 $-140,623
2020 $475,958 $546,557 $2,945,181 $-70,599
2019 $251,571 $532,391 $3,018,165 $-280,820
2018 $266,886 $511,410 $3,302,993 $-244,524
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