Nonprofit · EIN 95-3802238
SANTA BARBARA COTTAGE HOSPITAL FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $33,037,378 | $17,146,326 | $15,891,052 | $294,551,437 | $3,161,716 | $291,389,721 |
| December 31, 2023 | 990 | $69,062,685 | $16,321,842 | $52,740,843 | $273,586,783 | $4,601,956 | $268,984,827 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $24,105,647
- Program service revenue
- $260,947
- Investment income
- $8,819,177
- Royalties
- $49,532
- Net rental income
- $40,893
- Net gain from sales of assets
- $5,742,968
- Net income from fundraising events
- -$262,572
- Other revenue
- -$148,393
Expenses
- Grants and similar amounts paid
- $11,763,971
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $10,800
- Occupancy
- $14,873
- Travel
- $23,518
- Program services (functional)
- $11,766,570
- Management and general (functional)
- $2,678,784
- Fundraising (functional)
- $2,700,972
Balance sheet and other
- Total assets, start of year
- $273,586,783
- Total assets, end of year
- $294,551,437
- Total liabilities, end of year
- $3,161,716
- Net assets, end of year
- $291,389,721
- Land, buildings and equipment
- $39,997,614
- Publicly traded securities
- $128,687,170
- Net assets without donor restrictions
- $158,253,305
- Net assets with donor restrictions
- $133,136,416
- Gross unrelated business income
- $231,922
- Gross receipts
- $81,300,537
- Employees
- 0
- Volunteers
- 71
- Year formed
- 1982
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Ronald Werft | President & CEO Officer | 2 | $0 | $2,013,630 | $87,365 |
| Lisa Moore | Executive VP and COO Officer | 0 | $0 | $1,154,452 | $82,301 |
| Kristin Tufvesson | Senior VP and CFO Officer | 1.5 | $0 | $1,077,998 | $104,546 |
| Stacy Bratcher | Senior VP and Chief Legal Officer Officer | 1 | $0 | $996,206 | $99,765 |
| Eric Seale | Vice Chair Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| Ginger Salazar | Vice Chair Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| Richard Ponce MD | Secretary Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| Steven Zola | Board Chair Trustee or director, Officer | 1.2 | $0 | $0 | $0 |
| Bhupi Singh | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Ernesto Paredes | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Gamble Parks ATTY | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Mark Scott MD | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Pamela Gann | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Roberta Griffin | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Robin Malone MD | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steve Ortiz | Board Member Trustee or director | 0.2 | $0 |
| Susan Christol-Deacon | Board Member Trustee or director | 0.2 | $0 |
| Thomas Cusack | Board Member Trustee or director | 0.2 | $0 |
| Wesley Schooler MD | Board Member Trustee or director | 0.2 | $0 |
| Yulun Wang PhD | Board Member Trustee or director | 0.2 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Ronald Werft | President & CEO Officer | 3 | $0 | $1,914,019 | $88,325 |
| Lisa Moore | Executive VP and COO Officer | 0 | $0 | $1,070,894 | $234,431 |
| Kristin Tufvesson | Senior VP and CFO Officer | 3 | $0 | $1,006,800 | $103,185 |
| Stacy Bratcher | Senior VP and General Counsel Officer | 3 | $0 | $885,425 | $91,065 |
| Richard Ponce MD | Secretary Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| Steven Zola | Board Chair Trustee or director, Officer | 1.2 | $0 | $0 | $0 |
| Susan Christol-Deacon | Vice Chair Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| Thomas Cusack | Vice Chair Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| Bhupi Singh | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Dorothy Largay PhD | Board Member (Part Year through 1/2023) Trustee or director | 0.2 | $0 | $0 | $0 |
| Ernesto Paredes | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Gamble Parks ATTY | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Ginger Salazar | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Gregory Faulkner | Board Member (Part Year through 1/2023) Trustee or director | 0.2 | $0 | $0 | $0 |
| Mark Scott MD | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Nancy Nielsen | Board Member (Part Year through 9/2023) Trustee or director | 0.2 | $0 | $0 | $0 |
| Pamela Gann | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Roberta Griffin | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Robin Malone MD | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Steve Ortiz | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Wesley Schooler MD | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
| Yulun Wang PhD | Board Member Trustee or director | 0.2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 689, SANTA BARBARA, CA 93102-0689
- In care of
- % KRISTIN TUFVESSON
- Principal officer (990 for 2024)
- Scott Wester, PO BOX 689 Attn Finance Dept, Santa Barbara, CA 93102
- Signed the 990
- Matthew Morgan, Sr VP Finance and CFO
- Phone
- (805) 287-6903
- Return prepared by
- Ernst and Young US LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3802238 or by the name SANTA BARBARA COTTAGE HOSPITAL FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
It is the mission of Santa Barbara Cottage Hospital Foundation to solicit, receive, invest, maintain and distribute funds for the support of charitable, scientific, and educational activities of Santa Barbara Cottage Hospital.
Program accomplishments
- SANTA BARBARA COTTAGE HOSPITAL FOUNDATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION CREATED TO SUPPORT SANTA BARBARA COTTAGE HOSPITAL (HOSPITAL) BY SOLICITING, RECEIVING AND MAINTAINING GIFTS OF MONEY AND PROPERTY AND TO DISTRIBUTE MONEY AND PROPERTY FOR CHARITABLE, SCIENTIFIC AND EDUCATION ACTIVITIES FOR THE HOSPITAL. THE FOUNDATION PROVIDED SUPPORT FOR OPERATIONS OF SANTA BARBARA COTTAGE HOSPITAL. THE FOUNDATION ALSO SUPPORTS MEDICAL EDUCATION IN THE COMMUNITY BY PROVIDING GRANTS TO SANTA BARBARA CITY COLLEGE'S NURSING PROGRAM AND BY PROVIDING SCHOLARSHIPS TO INDIVIDUALS PURSUING A NURSING DEGREE. THE FOUNDATION ALSO PROVIDED SUPPORT TO THE WORKFORCE OF COTTAGE HEALTH THROUGH ITS MORTGAGE ASSISTANCE PROGRAM. THIS PROGRAM PROVIDES A LOW-INTEREST LOAN TO EMPLOYEES WHO ARE PURCHASING A HOME IN THE SANTA BARBARA AREA. EMPLOYEES ARE ELIGIBLE TO RECEIVE UP TO $250,000 OR 15% OF THE PURCHASE PRICE TOWARDS A NEW HOME.Expenses $11,766,570 · grants $11,763,971 · revenue $260,947
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3802238
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E112)
- Assets (IRS master file)
- $294,551,437
- Income (IRS master file)
- $81,300,537
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $33,037,378 | $17,146,326 | $294,551,437 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $69,062,685 | $16,321,842 | $273,586,783 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $45,245,201 | $17,971,826 | $240,388,140 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-3802238).
Questions about SANTA BARBARA COTTAGE HOSPITAL FOUNDATION
- What is the EIN of SANTA BARBARA COTTAGE HOSPITAL FOUNDATION?
- The employer identification number (EIN) of SANTA BARBARA COTTAGE HOSPITAL FOUNDATION is 95-3802238.
- Is SANTA BARBARA COTTAGE HOSPITAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to SANTA BARBARA COTTAGE HOSPITAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA BARBARA COTTAGE HOSPITAL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SANTA BARBARA COTTAGE HOSPITAL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANTA BARBARA COTTAGE HOSPITAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SANTA BARBARA COTTAGE HOSPITAL FOUNDATION?
- The 990 for the year ended December 31, 2024 names Scott Wester.
- Who are the officers and directors of SANTA BARBARA COTTAGE HOSPITAL FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 20 people; 0 received compensation from the organization.
- How much revenue does SANTA BARBARA COTTAGE HOSPITAL FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $33,037,378, expenses of $17,146,326 and total assets of $294,551,437 at year end.
Other nonprofits in SANTA BARBARA
- SANTA BARBARA COTTAGE HOSPITAL EIN 95-1644629 · last filed 990 for 2024
- SANSUM CLINIC EIN 95-6419205 · last filed 990 for 2024
- GOLETA VALLEY COTTAGE HOSPITAL EIN 95-2413596 · last filed 990 for 2024
- SANTA BARBARA NEIGHBORHOOD CLINICS EIN 77-0496382 · last filed 990 for 2025
- VNA HEALTH EIN 95-1641969 · last filed 990 for 2024
- SANTA YNEZ VALLEY COTTAGE HOSPITAL INC EIN 95-2224265 · last filed 990 for 2024
- PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST EIN 95-2319356 · last filed 990 for 2025
- VNA HEALTH FOUNDATION EIN 77-0342043 · last filed 990 for 2024