SANTA BARBARA BOWL FOUNDATION (EIN 953618955) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

KAREN KERNS

Phone

8059627411

Tax Period

2023-01-01 to 2023-12-31

SANTA BARBARA BOWL FOUNDATION, founded in 1981, is a community nonprofit in the Recreation & Sports sector that reported $8.4M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 17% operating margin.

Mission

TO MANAGE, MAINTAIN, AND RENOVATE THE SANTA BARBARA BOWL, A HISTORIC OUTDOOR CONCERT VENUE.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,642,732

Program Service Revenue $4,328,084

Investment Income $629,202

Other Revenue $754,381

TOTAL REVENUE $8,354,399

Expense Breakdown

Grants Paid $535,353

Salaries & Benefits $1,849,304

Fundraising Expenses $355,429

Program Expenses $6,087,398

Other Expenses $4,526,075

TOTAL EXPENSES $6,910,732

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,354,399	$6,951,038	+0.2%
Expenses	$6,910,732	$6,463,064	+0.1%
Net Income	$1,443,667	$487,974	+2.0%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

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

$263,598

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN KERNS	CHAIR	10.00	Officer Director	$0	$0	$0
CAROLA NICHOLSON	VICE CHAIR	4.00	Officer Director	$0	$0	$0
LAURIE BENTSON KAUTH	SECRETARY	4.00	Officer Director	$0	$0	$0
NICOLA PARR	TREASURER	4.00	Officer Director	$0	$0	$0
MICHAEL ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
TYLER DUNCAN	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW FIRESTONE	DIRECTOR	1.00	Director	$0	$0	$0
TOM GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
LORI KARI	DIRECTOR	1.00	Director	$0	$0	$0
GRAHAM LYONS	DIRECTOR	1.00	Director	$0	$0	$0
ANGEL MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MENDOZA	DIRECTOR	1.00	Director	$0	$0	$0
DAWN MITCHAM	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS PARKER	DIRECTOR	1.00	Director	$0	$0	$0
MARIANNE PARTRIDGE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES T PLOUGH III	DIRECTOR (THRU 12/23)	1.00	Director	$0	$0	$0
BEN SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
DEREK SHUE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA STATHIS	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD BOLLER	EXECUTIVE DIRECTOR & CEO	40.00	Officer	$234,258	$29,340	$263,598
ERIC SHIFLETT	PROGRAM DIRECTOR	40.00	Highest	$150,001	$22,485	$172,486
ANDREW GARDNER	BUSINESS MANAGER	40.00	Highest	$117,944	$22,169	$140,113
TUCKER PAPAC	OPERATIONS MANAGER	40.00	Highest	$112,011	$17,453	$129,464
KORI SOLTZ	FOOD & BEVERAGE MANAGER	40.00	Highest	$105,143	$17,014	$122,157

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
2024	No data	No data	No data	No data
2023	$8,354,399	$6,910,732	$51,545,148	$1,443,667
2022	$6,951,038	$6,463,064	$49,384,542	$487,974
2021	$10,033,872	$4,917,263	$50,360,877	$5,116,609
2020	$2,991,318	$3,334,296	$45,351,353	$-342,978
2019	$8,742,234	$7,327,589	$44,674,385	$1,414,645
2018	$8,270,682	$6,605,800	$42,514,070	$1,664,882

SANTA BARBARA BOWL FOUNDATION