James S Bower Foundation

Santa Barbara, CA
Tax-exempt since Oct. 1989
EIN: 77-0229243

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Type of Nonprofit

Designated as a 501(c)3 Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$7.06M (2022)

Expenses

$5.14M (2022)

Total Assets

$82.6M (2022)

Total Liabilities

$317k (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Revenue

$7,056,112

Expenses

$5,135,166

Net Income

$1,920,946

Net Assets

$82,253,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,181	0.6%
Dividends	$683,578	9.7%
Sales of Assets	$5,402,438	76.6%
Other Income	$4,843	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,440,217	86.5%
Compensation of Officers*	$364,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$82,570,902
Total Liabilities	$317,273
Net Assets	$82,253,629

Compensation

Key Employees and Officers	Compensation	Other
Jon Clark (President)	$244,000	$69,269
Jolette Corbett (Financial Manager)	$94,319	$38,842
Harvey Bottelsen (Chairman)	$60,000	$5,582
Christopher A Jacobs (Secretary)	$30,000	$0
David Alvarado (Treasurer)	$30,000	$0

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990-PF

Filed on Nov. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$11,708,383

Expenses

$4,237,860

Net Income

$7,470,523

Net Assets

$96,603,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,013	0.1%
Dividends	$1,119,603	9.6%
Sales of Assets	$9,732,977	83.1%
Other Income	$5,564	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,735,765	88.2%
Compensation of Officers*	$355,701	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$96,825,144
Total Liabilities	$221,416
Net Assets	$96,603,728

Compensation

Key Employees and Officers	Compensation	Other
Jon Clark (President)	$235,618	$62,655
Jolette Corbett (Financial Manager)	$92,761	$33,383
Harvey Bottelsen (Chairman)	$60,083	$5,969
Christopher A Jacobs (Secretary)	$30,000	$0
David Alvarado (Treasurer)	$30,000	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$2,992,640

Expenses

$4,161,071

Net Income

-$1,168,431

Net Assets

$91,522,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,502	0.5%
Dividends	$850,361	28.4%
Sales of Assets	$1,736,411	58.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,827,429	92.0%
Compensation of Officers*	$356,401	8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$91,586,664
Total Liabilities	$64,537
Net Assets	$91,522,127

Compensation

Key Employees and Officers	Compensation	Other
Jon Clark (President)	$236,236	$61,392
Jolette Corbett (Financial Manager)	$74,648	$19,814
Harvey Bottelsen (Chairman)	$60,165	$5,599
Christopher A Jacobs (Secretary)	$30,000	$0
David Alvarado (Treasurer)	$30,000	$0

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990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$3,490,234

Expenses

$3,680,915

Net Income

-$190,681

Net Assets

$71,218,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$872	0.0%
Dividends	$989,623	28.4%
Sales of Assets	$1,986,807	56.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,672,939	99.8%
Compensation of Officers*	$354,602	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$71,269,781
Total Liabilities	$51,532
Net Assets	$71,218,249

Compensation

Key Employees and Officers	Compensation	Other
Jon Clark (President)	$234,519	$60,038
Jolette Corbett (Financial Manager)	$60,334	$6,979
Harvey Bottelsen (Chairman)	$60,083	$5,646
Christopher A Jacobs (Secretary)	$30,000	$0
David Alvarado (Treasurer)	$30,000	$0

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990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$3,949,259

Expenses

$3,661,539

Net Income

$287,720

Net Assets

$65,271,322

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$721	0.0%
Dividends	$1,073,288	27.2%
Sales of Assets	$2,551,596	64.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,001,256	82.0%
Compensation of Officers*	$357,653	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$65,625,858
Total Liabilities	$354,536
Net Assets	$65,271,322

Compensation

Key Employees and Officers	Compensation	Other
Jon Clark (President)	$237,569	$59,203
Harvey Bottelsen (Chairman)	$60,084	$5,598
Jolette Corbett (Financial Manager)	$55,988	$6,511
Christopher A Jacobs (Secretary)	$30,000	$0
David Alvarado (Treasurer)	$30,000	$0

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990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$3,163,513

Expenses

$3,111,089

Net Income

$52,424

Net Assets

$71,395,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,262	0.0%
Dividends	$861,952	27.2%
Sales of Assets	$1,663,854	52.6%
Other Income	$3,617	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,823,544	90.8%
Compensation of Officers*	$330,396	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$71,453,556
Total Liabilities	$58,230
Net Assets	$71,395,326

Compensation

Key Employees and Officers	Compensation	Other
Jon Clark (President)	$210,315	$63,276
Harvey Bottelsen (Chairman)	$60,081	$5,726
Jolette Corbett (Financial Manager)	$58,758	$7,086
Christopher A Jacobs (Secretary)	$30,000	$0
David Alvarado (Treasurer)	$30,000	$0

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990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$2,109,762

Expenses

$3,089,861

Net Income

-$980,099

Net Assets

$65,474,917

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,536	0.5%
Dividends	$808,980	38.3%
Sales of Assets	$704,424	33.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,681,186	86.8%
Compensation of Officers*	$331,165	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$65,621,848
Total Liabilities	$146,931
Net Assets	$65,474,917

Compensation

Key Employees and Officers	Compensation	Other
Jon Clark (President)	$211,000	$59,526
Harvey Bottelsen (Chairman)	$60,165	$5,632
Jolette Corbett (Financial Manager)	$53,929	$6,308
Christopher A Jacobs (Secretary)	$30,000	$0
David Alvarado (Treasurer)	$30,000	$0

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990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$2,713,125

Expenses

$2,845,900

Net Income

-$132,775

Net Assets

$65,102,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,717	0.5%
Dividends	$844,189	31.1%
Sales of Assets	$1,144,842	42.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,710,867	95.3%
Compensation of Officers*	$328,506	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$65,133,614
Total Liabilities	$31,216
Net Assets	$65,102,398

Compensation

Key Employees and Officers	Compensation	Other
Jon Clark (President)	$208,011	$60,389
Harvey Bottelsen (Chairman)	$60,495	$5,744
Jolette Corbett (Financial Manager)	$54,613	$6,687
Christopher A Jacobs (Secretary)	$30,000	$0
David Alvarado (Treasurer)	$30,000	$0

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990-PF

Filed on Nov. 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$2,498,335

Expenses

$2,675,556

Net Income

-$177,221

Net Assets

$59,054,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,148	0.6%
Dividends	$853,001	34.1%
Sales of Assets	$894,232	35.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,435,776	91.0%
Compensation of Officers*	$320,000	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$59,238,214
Total Liabilities	$183,465
Net Assets	$59,054,749

Compensation

Key Employees and Officers	Compensation	Other
Jon Clark (President)	$200,000	$53,602
Harvey Bottelsen (Chairman)	$60,000	$5,789
Jolette Corbett (Financial Manager)	$53,626	$6,549
Christopher A Jacobs (Secretary)	$30,000	$0
David Alvarado (Treasurer)	$30,000	$0

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990-PF

Filed on Nov. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$2,284,553

Expenses

$3,179,999

Net Income

-$895,446

Net Assets

$59,657,970

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,180	0.8%
Dividends	$745,179	32.6%
Sales of Assets	$922,921	40.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,710,768	85.2%
Compensation of Officers*	$320,000	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$59,888,183
Total Liabilities	$230,213
Net Assets	$59,657,970

Compensation

Key Employees and Officers	Compensation	Other
Jon Clark (President)	$200,000	$53,023
Lynda L Kinney (Director Of Administ)	$70,500	$34,437
Harvey Bottelsen (Chairman)	$60,000	$10,297
Jolette Corbett (Financial Manager)	$51,495	$6,499
Christopher A Jacobs (Secretary)	$30,000	$0
David Alvarado (Treasurer)	$30,000	$0

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990-PF

Filed on Oct. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$2,077,860

Expenses

$3,262,408

Net Income

-$1,184,548

Net Assets

$56,155,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,444	0.8%
Dividends	$859,583	41.4%
Sales of Assets	$595,966	28.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,994,506	91.8%
Compensation of Officers*	$320,000	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,194,325
Total Liabilities	$38,352
Net Assets	$56,155,973

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$2,996,833

Expenses

$3,567,530

Net Income

-$6,564,363

Net Assets

$53,144,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,111
Dividends	$644,430
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,336,505	93.5%
Compensation of Officers*	$340,385	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$53,157,428
Total Liabilities	$12,826
Net Assets	$53,144,602

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

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The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated April 24, 2024

James S Bower Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $7.06M (2022)

Expenses $5.14M (2022)

Total Assets $82.6M (2022)

Total Liabilities $317k (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

Revenue

$7.06M (2022)

Expenses

$5.14M (2022)

Total Assets

$82.6M (2022)

Total Liabilities

$317k (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001