Rona Barrett Foundation
- Assets
- $2.6m
- Revenue
- $474.8k
- Investments
- $0.0
- Employees
- 5
- Location
- Santa Ynez, CA
- Founding
- 03/2001
- Data as of
- 12/2022
- EIN
- 77-0555412
Organization Overview
Rona Barrett Foundation is located in Santa Ynez, CA. The organization was established in 2001. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2022, Rona Barrett Foundation employed 5 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rona Barrett Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Rona Barrett Foundation generated $474.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (8.2%) each year. All expenses for the organization totaled $648.3k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE AFFORDABLE HOUSING FOR THE ELDERLY IN NEED IN A COMMUNITY CENTERED MODEL.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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.
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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rona Barrett President | OfficerTrustee | 40 | $94,231 |
Susan Weber Vp/secretary | OfficerTrustee | 2 | $0 |
Steven Reden Secretary | OfficerTrustee | 2 | $0 |
Jane Ayer Director | OfficerTrustee | 2 | $0 |
Fred Rice Director | OfficerTrustee | 2 | $0 |
Djamila Cabugos Director | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $106,525 |
| All other contributions, gifts, grants, and similar amounts not included above | $488,718 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $595,243 |
| Total Program Service Revenue | $0 |
| Investment income | $5,122 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$125,527 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $474,838 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $94,231 |
| Compensation of current officers, directors, key employees. | $37,692 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $202,925 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $20,673 |
| Payroll taxes | $25,609 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $35,879 |
| Fees for services: Accounting | $14,550 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $55,578 |
| Advertising and promotion | $0 |
| Office expenses | $9,345 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $821 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,289 |
| Interest | $15 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $10,659 |
| Insurance | $3,685 |
| All other expenses | $39,871 |
| Total functional expenses | $648,263 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,347,650 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $1,256,932 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $200 |
| Intangible assets | $26,199 |
| Other assets | $0 |
| Total assets | $2,630,981 |
| Accounts payable and accrued expenses | $623 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $623 |
| Net assets without donor restrictions | $2,214,207 |
| Net assets with donor restrictions | $416,151 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,630,981 |
Grants Recieved
Over the last fiscal year, we have identified 7 grants that Rona Barrett Foundation has recieved totaling $30,490.
| Awarding Organization | Amount |
|---|---|
Hutton Foundation A Delaware Corp Santa Barbara, CA PURPOSE: CORE/GENERAL OPERATING SUPPORT | $10,000 |
Mufg Union Bank Foundation Ag Phoenix, AZ PURPOSE: CHARITABLE | $5,000 |
Rudi Schulte Family Foundation Santa Barbara, CA PURPOSE: IN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE | $5,000 |
Crosby Family Foundation Los Angeles, CA PURPOSE: SEC 501(C)(3) ORGANIZATION | $5,000 |
Patricia And Paul Bragg Foundation Santa Barbara, CA PURPOSE: UNRESTRICTED | $5,000 |
Sherry Lansing Foundation Los Angeles, CA PURPOSE: GENERAL USE | $250 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
City Fund Beaverton, OR | $118,722,969 | $115,823,271 |
The Albertsons Companies Foundation Pleasanton, CA | $69,606,007 | $81,616,776 |
Second Harvest Of The Greater Valley Manteca, CA | $10,454,227 | $51,004,614 |
Community Initiatives Oakland, CA | $48,904,163 | $57,867,676 |
Tipping Point Community San Francisco, CA | $69,097,467 | $55,633,961 |
Dagmar Dolby Fund Novato, CA | $39,191,926 | $8,168,589 |
California Health Foundation And Trust Sacramento, CA | $115,138,512 | $36,749,563 |
Tides Network San Francisco, CA | $10,557,656 | $32,745,578 |
Focusing Philanthropy Inc Santa Monica, CA | $5,232,649 | $21,857,695 |
St Baldricks Foundation Inc Monrovia, CA | $22,964,481 | $22,578,479 |
Skid Row Housing Trust Los Angeles, CA | $203,059,004 | $18,739,094 |
Groundswell Fund San Francisco, CA | $42,239,063 | $24,343,616 |