2025-01-28T12:03:08-06:00 2024-05-31 MICHAEL BERRY CPA PO BOX 5045 CULVER CITY CA 902315045 990 2023-06-01 951191834 SANTA MONICA BAY WOMAN'S CLUB SANT 3103951308 1210 4TH STREET SANTA MONICA CA 90401 BECKY UPCHURCH PRESIDENT 3103951308 2025-01-28 1 0 MICHAEL BERRY P00179412 3108382204 X 2023 2025-03-06 01:10:19Z BECKY UPCHURCH 1210 4TH STREET SANTA MONICA CA 90401 368658 0 X HTTP://SMBWC.ORG/ X 1905 CA TO ENRICH THE LIVES OF MEMBERS AND THE COMMUNITY THROUGH OUR LEGACY OF WOMEN'S FELLOWSHIP AND CHARITABLE SERVICE, AND THROUGH STEWARDSHIP OF OUR HISTORIC BUILDING TO PROVIDE A PLACE FOR SOCIAL, EDUCATIONAL, CIVIC, AND CULTURAL PROGRAMS & EVENTS. 8 8 1 15 0 0 16270 15783 208029 240726 12932 21614 73438 60657 310669 338780 50170 63900 0 0 40168 39216 0 0 0 130752 150543 221090 253659 89579 85121 1313926 1484592 33250 35250 1280676 1449342 X TO ENRICH THE LIVES OF MEMBERS AND THE COMMUNITY THROUGH OUR LEGACY OF WOMEN'S FELLOWSHIP AND CHARITABLE SERVICE, AND THROUGH STEWARDSHIP OF OUR HISTORIC BUILDING TO PROVIDE A PLACE FOR SOCIAL, EDUCATIONAL, CIVIC, AND CULTURAL PROGRAMS & EVENTS. 0 0 213701 63900 240726 THE SANTA MONICA BAY WOMAN'S CLUB (THE CLUB) IS A MEMBERSHIP ORGANIZATION THAT CONSISTS OF 105 MEMBERS. THE CLUB HELD 185 EVENTS FOR ITS MEMBERS. THESE EVENTS WERE MEMBERS AS WELL AS THE COMMUNITY. THESE EVENTS INCLUDED WEEKLY CARD GAMES (BRIDGE AND CANASTA), ARTISTS' LEAGUE MEETINGS, BOOK CLUB MEETINGS, AND A POTLUCK DINNER. AT THESE EVENTS, DONATIONS FROM PARTICIPANTS WERE COLLECTED AND DISBURSED TO SELECT CHARITABLE ORGANIZATIONS. FOR THIS FISCAL YEAR, 21 CHARITABLE ORGANIZATIONS WERE THE RECIPIENTS OF DONATIONS TOTALING $55,900. THIS INCLUDES FUNDS COLLECTED FROM MEMBERS AT EVENTS AS DESCRIBED ABOVE, AS WELL AS FUNDS FROM THE CLUB GENERAL ACCOUNTS. IN ADDITION, $8,000 WAS AWARDED (CONTINUE ON SCH O) IN SCHOLARSHIPS TO TWO SANTA MONICA HIGH SCHOOL SENIORS. THESE SPECIFIC SCHOLARSHIPS AND AWARDS CAME FROM A FUND SET UP IN MEMORY OF THE CLUB FOUNDER, ELMIRA T. STEPHENS.THE LOCATION OF MOST OF THE CLUB EVENTS IS THE CLUBHOUSE OF THE SANTA MONICA BAY WOMAN'S CLUB LOCATED IN SANTA MONICA, BUILT IN 1914 AND DESIGNATED AS A SANTA MONICA HISTORICAL LANDMARK IN 1991. THIS CLUBHOUSE IS NOT ONLY USED FOR MOST OF THE MEMBER EVENTS DESCRIBED ABOVE BUT ALSO USED OR CULTURAL, CIVIC, EDUCATIONAL SOCIAL AND OTHER EVENTS. 213701 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X THE ORGANIZATION 3103951308 1210 4TH STREET SANTA MONICA CA 90401 X BECKY UPCHURCH DIRECTOR, PRESIDENT 7.00 X X 0 0 0 MARCIA STEIN DIRECTOR, 1ST VP 0.25 X X 0 0 0 HOLLY FRANKE DIRECTOR, 2CD VP 0.25 X X 0 0 0 SUSAN BARRY DIRECTOR, PROJECTS CHAIR 1.50 X X 0 0 0 PAT WEBBER DIRECTOR, ARCHIVES CHAIR 0.25 X X 0 0 0 BIRGITTE SORENSON DIRECTOR, VP COMMUNICATION 1.00 X X 0 0 0 DENISE SIMON DIRECTOR, TREASURER & SECR 0.50 X X 0 0 0 ALICIA SYRES DIRECTOR, EVENTS CHAIR 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 15783 15783 FACILITY FEES 531390 240726 240726 240726 21614 21614 90535 29878 60657 60657 60657 338780 240726 0 82271 55900 55900 8000 8000 36005 27004 9001 3211 2408 803 470 470 9949 9949 1016 943 73 4418 4418 5503 5503 2119 2119 19972 19972 14485 12456 2029 BUILDING REPAIRS & MAIN 63960 63960 PROPERTY TAXES 17880 17880 CLEANING 14719 14719 UTILITIES 14630 14630 -18578 -24171 5593 253659 213701 39958 0 181651 181026 813116 824730 473676 305111 92433 168565 226726 310271 1313926 1484592 33250 35250 33250 35250 X 882507 965792 398169 483550 1280676 1449342 1313926 1484592 85121 83545 0 X 0 0 0 X 8554 16724 28078 20664 15783 89803 8554 16724 28078 20664 15783 89803 6913 82890 98477 25478 56825 104140 112149 397069 500 500 487372 648613 0.17010 0.18200 X 0.40890 0.34720 SANTA MONICA BAY WOMEN'S CLUB (THE CLUB) PUBLIC SUPPORT PERCENTAGE IS JUST MORE THAN 17% AND BELIEVES IT HAS FAVORABLE FACTS AND CIRCUMSTANCES TO QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER IRC 170(B)(1)(A)(VI). THE FOLLOWING IS A SUMMARY OF THE PERTINENT FACTS AND CIRCUMSTANCES:1) THE CLUB OWNS A HISTORICAL BUILDING (OVER 100 YEARS OLD) WHICH INCLUDES A CLUBHOUSE THAT HAS BEEN DESIGNATED AS A HISTORICAL LANDMARK BY CITY SANTA MONICA. SUCH FACILITY ON A CONSISTENT BASIS THROUGHOUT THE YEAR WAS AVAILABLE TO THE PUBLIC FOR USE AND HELD 185 EVENTS IN CURRENT YEAR THAT PREDOMINATELY WAS FOR BOTH ITS MEMBERSHIP THAT HAS 105 MEMBERS AND OR FOR THE GENERAL PUBLIC. EXAMPLES OF SOME OF THE EVENTS HELD FOR THE GENERAL PUBLIC ARE AS FOLLOWSA) PERFORMANCES BY THE SANTA MONICA SYMPHONYB) PERFORMANCES BY THE CANDLELIGHT SYMPHONYC) DANCING WITH DISNEY (DANCE PERFORMANCE DANCING TO DISNEY MUSIC)D) WOMEN'S EMPOWERMENT MEETINGE) BLACK LIVES MATTERS MEETINGF) JUNIOR LEAGUE MEETING G) YOGA CLASSES2) THE CLUB IS A MEMBERSHIP ORGANIZATION AND AS INDICATED HAS 105 MEMBERS. ANNUAL DUES FOR MEMBERS ARE $50 OR LESS. SUCH PRICE RATE IS INTENDED TO ATTRACT A BROAD SECTION OF THE INTERESTED PUBLIC.3) THE BOARD CONSISTS OF 8 INDEPENDENT BOARD MEMBERS- NONE OF WHICH ARE RELATED TO EACH OTHER OR ARE MAJOR DONORS. FURTHER, THE CLUB BELIEVES SUCH BOARD MEMBERS REPRESENTS THE BROAD INTERESTS OF THE PUBLIC AS OPPOSED TO A LIMITED NUMBER OF DONORS AND OR PRIVATE INTERESTS.4) AT MEMBER EVENTS, THE CLUB ASKS FOR DONATIONS.5) THE LARGEST DONOR TO THE CLUB OVER THE LAST FIVE YEARS AVERAGE ANNUAL DONATION IS JUST OVER $3,300. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 398169 95381 10000 483550 413609 -5440 10000 398169 378521 45088 10000 413609 380109 8412 10000 378521 386642 8691 15000 224 380109 0.04000 0.96000 0 0 4500 4500 429540 273392 156148 13086 13086 0 26550 18633 7917 168565 SECURITY AND HOLDING FEES 35250 35250 PART V, LINE 4: THE ENDOWMENT IS TO BE USED TO MAKE GRANTS TO ORGANIZATIONS WHOSE PURPOSE IS TO ASSIST ELDERLY POOR WOMEN WITH HOUSING. 1 WISE & HEALTHY AGING 1527 4TH ST SUITE 250 SANTA MONICA CA 90401 952788014 501(C)(3) 10000 0 TO ASSIST ELDERLY POOR WOMEN WITH HOUSING SANTA MONICA HIGH SCHOOL 1651 16TH STREET SANTA MONICA CA 90404 PUBLIC SCHOOL 6250 0 MUSICAL PROGRAMS 2 SCHOLARSHIPS 2 8000 PART I, LINE 2: THE ORGANIZATION IS IN CLOSE CONTACT WITH THE VARIOUS CHARITABLE ORGANIZATIONS IT MAKES GRANTS TO. SCHOLARSHIPS FUNDS ARE ONLY DISBURSED AFTER THE ORGANIZATION GETS CONFIRMATION THAT THE SCHOLARSHIP GRANTEE HAS BEEN ACCEPTED AT A COLLEGE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE CLASS OF MEMBERS AS FOLLOWS: A) REGULAR, B) LIFE, AND C) HONORARY LIFE. ALL THREE CLASSES HAVE RIGHTS OUTLINED OUTLINED IN DISCLOSURES FOR PART VI, LINE 7(A) AND (B) BELOW. FORM 990, PART VI, SECTION A, LINE 7A ALL THREE CLASSES DESCRIBED IN PART VI, QUESTION 6 ABOVE APPROVES THE APPOINTMENT OF ALL DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ALL THREE CLASSES OF MEMBERS DESCRIBED IN PART VI, QUESTION 6 HAVE THE FOLLOWING RIGHTS: 1) APPROVAL OF AMENDMENTS TO THE BYLAWS. 2) APPROVAL OF THE ADOPTION OF BOARD RESOLUTIONS. 3) APPROVAL OF DONATIONS AND GRANTS TO OTHER ORGANIZATIONS IN EXCESS OF $1,500.00 4) APPROVAL OF ANY BUYING OR SELLING OF REAL ESTATE 5) BRING PROPOSALS TO THE BOARD FOR SPECIAL ACTION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT RETURN WAS REVIEWED BY THE PRESIDENT AND OUTSIDE BOOKKEEPER. ANY COMMENTS WILL BE DISCUSSED WITH THE OUTSIDE CPA AND ANY NECESSARY CHANGES WILL BE MADE TO THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DURING THE YEAR, THE CONFLICT OF INTEREST POLICY WAS DISTRIBUTED TO ALL BOARD MEMBERS AND WAS DISCUSSED AT THE APRIL BOARD MEETING. SUCH BOARD MEMBERS CONFIRMED THEY HAD READ THE POLICY AND HAD DISCLOSED ANY POSSIBLE CONFLICTS THEY WERE AWARE OF. FORM 990, PART VI, SECTION B, LINE 15 PART VI, LINE 15(A) AND (B) WERE ANSWERED NO AS NO OFFICERS OR KEY EMPLOYEES AS DEFINED IN FORM 990 INSTRUCTIONS RECEIVED COMPENSATION DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND INTERNAL FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.