WOMEN'S FUND OF SANTA BARBARA

EIN: 825169678 501(c)(3) Philanthropy & Grantmaking

SANTA BARBARA, CA

Total Revenue
$1,492,078
Total Expenses
$1,370,638
Total Assets
$2,727,012
Net Assets
$2,456,136
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
CA
Principal Officer
CAROLYN JABS
Phone
8053031205
Tax Period
2025-01-01 to 2025-12-31

WOMEN'S FUND OF SANTA BARBARA, founded in 2018, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2025. Expenses of $1.4M left a modest 8% surplus.

Mission

THE WOMEN'S FUND OF SANTA BARBARA IS A VOLUNTEER-LED COLLECTIVE DONOR ORGANIZATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,448,915
Program Service Revenue $0
Investment Income $43,163
Other Revenue $0
TOTAL REVENUE $1,492,078

Expense Breakdown

Grants Paid $1,250,000
Salaries & Benefits $0
Fundraising Expenses $16,231
Program Expenses $1,302,448
Other Expenses $120,638
TOTAL EXPENSES $1,370,638

Year-over-Year Comparison

2025 2024 Change
Revenue $1,492,078 $1,459,107 +0.0%
Expenses $1,370,638 $1,248,823 +0.1%
Net Income $121,440 $210,284 -0.4%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
N/A
Volunteers
217

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
4
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAROLYN JABS CHAIR 20.00
Officer Director
$0 $0 $0
MEGAN STICHTER TREASURER AND FINANCE CHAIR 5.00
Officer Director
$0 $0 $0
SABINA WHITE SECRETARY 5.00
Officer Director
$0 $0 $0
LAUREN TRUJILLO VICE CHAIR 10.00
Officer Director
$0 $0 $0
KATYA ARMISTEAD GROUP CAPTAIN LIAISON 15.00
Director
$0 $0 $0
ROBERTA COLLIER EVENTS CHAIR 15.00
Director
$0 $0 $0
SARAH DE TAGYOS SPONSORSHIP CHAIR 25.00
Director
$0 $0 $0
JAMIE DUFEK PAST CHAIR 6.00
Director
$0 $0 $0
YONIE HARRIS GRANTEE LIAISON CHAIR 10.00
Director
$0 $0 $0
NANCY HARTER GOVERNANCE CHAIR 8.00
Director
$0 $0 $0
KATHY HOLLIS VOLUNTEER ENGAGEMENT CHAIR 15.00
Director
$0 $0 $0
LYNN KARLSON RESOURCE DEVELOPMENT CHAIR 15.00
Director
$0 $0 $0
MARGIE LARKIN GRANTEE LIAISON COMMITTEE 8.00
Director
$0 $0 $0
KERRY PARKER COMMUNICATIONS 8.00
Director
$0 $0 $0
LINDA PUTNAM GROUP CAPTAIN LIAISON 25.00
Director
$0 $0 $0
SUZI SCHOMER ENDOWMENT CHAIR 2.00
Director
$0 $0 $0
LAUREL TUMBLER IT COMMITTEE CHAIR 30.00
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 $1,492,078 $1,370,638 $2,727,012 $121,440
2024 $1,459,107 $1,248,823 $2,369,078 $210,284
2023 $1,312,795 $1,036,032 $2,215,810 $276,763
2022 $1,060,830 $1,010,141 $1,692,365 $50,689
2021 $1,014,878 $873,894 $1,643,491 $140,984
2020 $877,594 $763,759 $1,436,010 $113,835
2019 $1,287,017 $28,715 $1,271,112 $1,258,302
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