d) Climatic conditions and flammable vegetation contribute to the extreme high fire hazard severity in the county, resulting in numerous wildland fires, which draw existing fire department resources from their structure protection areas for extended periods of time. This in turn extends response times, which may contribute to greater life and property loss in large unsprinklered buildings within the urban limit boundary and in all structures outside of the urban limit boundary.
WHEREAS, code amendments listed in Exhibit A are necessary and consistent with the intent of the 2022 California Fire Code based on the unique characteristics of the local climatic, geological, or topographical conditions; and
WHEREAS, a modification from the 2022 California Fire Code is reasonably necessary due to local climatic, geological, or topographical conditions;
NOW, THEREFORE, IT IS HERE BY RESOLVED, by the County of Santa Barbara Board of Supervisors:
1. The above recitations are true and correct.
2. The Board of Supervisors makes the findings, attached in Exhibit A, that changes contained in the Santa Barbara County Code, Chapter 15, Fire Prevention, 2022 are required in order to provide specific and greater protections to the public health, safety and welfare than are afforded by the California Fire Code. These changes are necessary due to the unique characteristics of the local climatic, geological or topographical conditions.
PASSED, APPROVED, AND ADOPTED this 6
th day of December 2022 by the following vote:
AYES: Supervisors Williams, Capps, Hartmann, Nelson and Lavagnino NOES: None
ABSENT: None
ABSTENTIONS: None
ATTEST:
MONA MIYASATO
COUNTY EXECUTIVE OFFICER
CLERK OF THE BOARD
Bpr0lJk.,Jl��
Deputy Clerk
. !Y\,{/\ .. r-----
JO N HARTMANN, CHAIR
' IA.RD OF SUPERVISORS
COUNTY OF SANTA BARBARA
APPROVED AS TO FORM:
RACHEL VAN MULLEM
COUNTY COUNSEL
By: [� 2DC5BSBD4D6846'1 ...
Deputy County Counsel
196
DocuSign Envelope ID: F8BF6BC5-3E5F-48FD-862C-2FDB5382E4B0 Section Number
Section 15.2 (c)- 2 to
10 Section 103.1
Section 106
Section 112.4
Section 202
Section 401.1
Section 404
Section 504.3
Section 505.1 and 505.2
Exhibit A
2022 Fire Code Resolution
Page3 of 4
Non-Administrative Code Amendment Justification Matrix.
ARTICLE I-SANTA BARBARA COUNTY CODE
Amendment Description Justification
Amending Chapter 15, Rules of construction to Footnotes (b), (c) & (d) redefine projects requiring a Fire Protection
Certificate and review by the Fire Department.
Amended the 2022 CFC by identifying the Footnotes (a) (b), (c) & (d) Santa Barbara County Fire Department as the
Code Compliance Agency.
Adopt entirety of Construction Documents of the Footnotes (a) (b), (c) & (d) 2022 CFC to define plan submittals, review,
retention and approval process.
Amended the 2022 CFC by adding Administrative Footnotes (a) (b), (c) & (d) Fines as an option for enforcement from Chapter
24 of the Santa Barbara County Code.
Amended the 2022 CFC by adding the definition Footnotes (b), (c) & (d) of "enclosed floor area," updated the definition of
"fire protection certificate" and deleted "fire
protection plan."
Deleted prior addition and amendments of the 2022 Footnotes (a),(b), (c) & (d) CFC regarding fire protection plans
Adopted the entirety and amended the 2022 CFC Footnotes (a) (b), (c) & (d) section of "fire safety, evacuation and lockdown
plan" to replace the previous local definition of
"fire protection plans." Section amended to add
mitigation and control strategies to any plan
received for review.
Amended the 2022 CFC language for "stairway Footnotes (b) & (c) access" when required by Appendix D105.
Amended the 2022 CFC by adding language Footnotes (a) (b), (c) & (d) requiring reflectorized address numbers and on
street or road signs.
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DocuSign Envelope ID: F8BF6BC5-3E5F-48FD-862C-2FDB5382E4B0 Section 901.4-901.4.2 Amend the 2022 CFC language in various sections to Footnotes (a) (b), (c) & (d) identity the Santa Barbara County Development Standards.
Section 902.1 Amended the 2022 CFC by adding "enclosed floor Footnotes (a)(b), (c) & (d) area" in definitions.
Section 903.1-903.7.2 Amended the 2022 CFC, Chapter 9 by modifying Footnotes (a)(b), (c) & (d) and/or adding local requirements for automatic fire
sprinklers and calculation methods.
Section 1205.5.1 Amended the 2022 CFC language for ground- Footnotes (a)(b), (c) & (d) mounted photovoltaic panel systems. Guidance for
installation and defensible space requirements.
Section 4907-491 l Amended the 2022 CFC by deleting added Footnotes (a) (b), (c) & (d) language previously not in the California Fire
Code and using the current language. Changed
numbering throughout.
Appendix D 106.1- Amended the 2022 CFC language to refer to fire Footnotes ( a)(b ), ( c) & ( d) D107.1 hazard severity zones when determining the
need for number of access roads.
Footnotes:
(a) That Santa Barbara County is prone to extreme weather conditions, from hot, dry winds from the north and the east (Sundowner and Santa Ana winds), to strong westerly ( coastal) winds, which greatly enhance the ability for fire to spread as reflected in devastating recent fires. In addition, the topographical layout and features of the county make the area subject to isolation should a flood or earthquake occur, which would prevent or severely limit and delay the north and south entities from giving or receiving mutual aid and emergency assistance;
(b) The present firefighting resources of this county are constrained in their efforts to control fires in large unsprinklered buildings within the urban limit boundary and all buildings outside of the urban limit boundary as designated in the county comprehensive plan; (c) Geologic and topographic conditions in the county result in extended response times for firefighting resources, which may contribute to greater life and property loss in large unsprinklered buildings within the urban limit boundary and in all structures outside of the urban limit boundary; and (d) Climatic conditions and flammable vegetation contribute to the extreme high fire hazard severity in the county, resulting in numerous wildland fires, which draw existing fire department resources from their structure protection areas for extended periods of time. This in turn extends response times, which may contribute to greater life and property loss in large unsprinklered buildings within the urban limit boundary and in all structures outside of the urban limit boundary. 198
AN ORDINANCE AMENDING CHAPTER 15 OF THE SANTA BARBARA
COUNTY CODE, ADOPTING THE 2022 CALIFORNIA FIRE CODE AND PORTIONS OF THE 2021 INTERNATIONAL FIRE CODE AS AMENDED
IN THIS ORDINANCE, AND A FIRE CODE FEE SCHEDULE
ORDINANCE NO. 5170
An ordinance of the County of Santa Barbara amending Chapter 15 of the Santa Barbara County Code to adopt the 2022 edition of the California Fire Code and portions of the 2021 International Fire Code as amended in this ordinance, regulating and governing the safeguarding of life and property from fire and explosion hazards arising from the storage, handling and use of hazardous substances, materials and devices, and from conditions hazardous to life or property in the occupancy of buildings and premises in the County of Santa Barbara; providing for the issuance of permits and collection of fees therefore.
The Board of Supervisors of the County of Santa Barbara, State of California, ordains as follows:
Section One
Chapter 15 of the Santa Barbara County Code is amended in the following manner:
1. Article I, entitled: “Adoption of the 2019 California Fire Code” is deleted and replaced with Article I, entitled “Adoption of the 2022 California Fire Code and portions of the 2021 International Fire Code.”
2. Article V, entitled “Fees”, incorporates a current fire code fee schedule with no changes to the existing fee schedule, however Article V is amended to update references to the 2022 California Fire Code.
3. Article VI entitled “Violations-Legal Actions” is amended to update the reference to the 2022 California Fire Code in Sec. 15-125 Citations – Enforcement procedures; all other provisions of Chapter 15 shall remain in effect.
Section Two
Chapter 15 of the Santa Barbara County Code is amended as follows:
CHAPTER 15 - FIRE PREVENTION
Article I. Adoption of the 2022 California Fire Code and portions of the 2021 International Fire Code
Sec. 15-1. - Adoption of 2022 California Fire Code.
The board of supervisors of the County of Santa Barbara for the purpose of prescribing regulations governing conditions hazardous to life and property from fire, hazardous materials or explosion, adopts the 199
2022 edition of the California Fire Code (hereinafter 2022 California Fire Code or "CFC") and the following provisions of the 2021 edition of the International Fire Code, including Chapters 1—80 and Appendix Chapters 4, A, B, BB, C, CC, D, E, F, G, H, I, J, K, L, M, N and O as published by the International Code Council, that are added and/or amended by section 15-3 of this chapter. A copy of the 2022 edition of the California Fire Code is on file with the clerk of the board of supervisors and is incorporated by reference.
Amendments to the 2022 California Fire Code and portions of the 2021 International Fire Code are set forth below in Sec. 15-3. An amendment, including an addition or a deletion, only amends the referenced section and does not, by omission of reference, delete any other section.
This article shall be controlling in all areas within the Santa Barbara County Fire Protection District and all other unincorporated areas of the county, except the areas within the Carpinteria/Summerland Fire Protection District, Montecito Fire Protection District, Vandenberg Air Force Base, and Bureau of Indian Affairs Lands, unless otherwise specified by this chapter. (Ord. No. XXXX, §§ 1, 2, XX-XX-XXXX)
Sec. 15-2. - Rules of construction.
(a) Wherever the word "jurisdiction" is used in the CFC it shall mean all areas within the Santa Barbara County Fire Protection District and all other unincorporated areas of the county, except the areas within the Carpinteria/Summerland Fire Protection District, Montecito Fire Protection District, Vandenberg Air Force Base, and Bureau of Indian Affairs lands, unless otherwise specified by this chapter. (b) Whenever the words "chief" and/or "fire chief" of the Santa Barbara County Fire Department are used they shall be held to mean the Santa Barbara County Fire Chief, also known as the "fire warden, or his or her designee."
(c) Whenever the words "building department" are used they shall be held to mean the Building and Safety Division of the Santa Barbara County Planning and Development Department. (d) Whenever the words "police department" and "police" are used they shall be held to include the Santa Barbara County Sheriff Department or the law enforcement agency that has legal jurisdiction. (e) Whenever the words "California Building Code" and "building code" are used they shall be held to include the building code as adopted under Chapter 10 of the Santa Barbara County Code. (f) Whenever the words "California Electrical Code" are used it shall be held to include the electrical code as adopted under Chapter 10 of the Santa Barbara County Code. (g) Whenever the words "California Residential Code" and "residential code" are used they shall be held to include the residential code as adopted under Chapter 10 of the Santa Barbara County Code. (h) Whenever the words "County Land Use and Development Code" are used it shall be held to include the County Land Use and Development Code adopted under Chapter 35 of the Santa Barbara County Code.
(i) Whenever the words "fire protection certificate" (FPC) are used it means the application for review of any of the following:
1. Any new building or structure that requires a building permit.
2. Any residential building or structure that adds an accumulation of one thousand square feet or more to the existing enclosed floor area.
3. Any commercial building or structure that adds an accumulation of five hundred square feet or more to the existing enclosed floor area.
4. Any building or structure that adds any square footage to the existing enclosed floor area causing the subsequent enclosed floor area to equal or exceed three thousand six hundred square feet. 200
5. Any building or structure that demolishes, reconstructs and/or replaces 70% or more of the existing exterior walls.
6. Any residential building or structure where the aggregate interior alterations or modifications change or rearrange 70% or more of the original planned configuration of walls or full height partitions within the existing enclosed floor area.
7. Any commercial building or structure with an existing square footage of three thousand six hundred square feet or greater where aggregate interior alterations or modifications change or rearrange 70% or more of the original planned configuration of walls or full height partitions within the existing enclosed floor area.
8. The review of any changes to a fire protection system.
9. A change of occupancy classification.
10. A change from one group to another group within an occupancy classification.
11. Any change in use within a group for which there is a change in application of the requirements of this code.
(j) Whenever the words "high fire hazard severity zone maps" are used it means the maps adopted under Chapter 10 of the Santa Barbara County Code and on file with the office of the state fire marshal. (k) Whenever the words "very high fire hazard severity zone maps" are used it means the maps adopted under Chapter 10 of the Santa Barbara County Code and on file with the office of the state fire marshal. (l) Whenever the words “high fire hazard area maps” are used it means the maps adopted under Chapter 10 of the Santa Barbara County Code on file in the County of Santa Barbara Building and Safety Division of the Planning and Development Department. (m) Whenever the words "Santa Barbara County Fire Department Development Standards" are used it means those standards researched and developed by the Santa Barbara County Fire Department, on file with the fire code official and available for review and reference at www.sbcfire.com. (Ord. No. XXXX, §§ 1, 2, XX-XX-XXXX)
Sec. 15-3. - Amendments to the 2022 California Fire Code and portions of the 2021 International Fire Code.
The 2022 California Fire Code and portions of the 2021 International Fire Code are amended as follows in order to properly safeguard the health, safety, and welfare of the people, property and environment of Santa Barbara County:
(a) CHAPTER 1 — SCOPE AND ADMINISTRATION
DIVISION II - ADMINISTRATION
PART 1-GENERAL PROVISIONS
SECTION 101 SCOPE AND GENERAL REQUIREMENTS
101.1 Title is amended to read as follows:
These regulations shall be known as the Fire Code of Santa Barbara County, hereinafter referred to as "this code.”
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SECTION 102 APPLICABILITY
102.1 Construction and design provisions is amended by adding the following:
Exception: This section shall not apply to any agricultural buildings, specifically exempted in Santa Barbara County Code Chapter 10, Building Regulations, which reads as follows:
Agricultural buildings not exceeding 3,000 square feet in enclosed floor area constructed and used to house farm implements, equipment, hay, grain, poultry, livestock or horticultural products. Such buildings shall not be a place of human habitation nor a place of employment, nor shall such buildings be used by the public, be used to store hazardous materials in violation of the Fire Code, nor contain plumbing, mechanical, electrical, structural or architectural features that may reclassify the occupancy or the character of the occupancy of said building as determined by the Building Official.
See Section 10-1.6 of the Santa Barbara County Code.
And provided that, whenever there is any change in the use or occupancy of such building so that it no longer meets the above-listed specification for exemption of agricultural buildings, the building must comply with the requirements of this code prior to making such change of use or occupancy.
PART 2-ADMINISTRATION AND ENFORCEMENT
SECTION 103 CODE COMPLIANCE AGENCY is adopted in its entirety with the following amendment:
103.1 Creation of Agency is amended to read as follows:
The Santa Barbara County Fire Department is hereby created and the official in charge thereof shall be known as the fire code official. The function of the agency shall be the implementation, administration and enforcement of the provisions of this code.
SECTION 104 DUTIES AND POWERS OF THE FIRE CODE OFFICIAL is adopted in its entirety with the following amendment:
104.6 Official Records is amended to read as follows:
The fire code official shall retain official records for not less than five years unless otherwise provided by other regulations.
SECTION 105 PERMITS is adopted in its entirety and is amended by adding the following:
105.5.18 Flammable and combustible liquids is amended by adding the following:
12. A permit is required to maintain non-operational Petroleum Facilities. 105.5.33 Motor fuel-dispensing facilities is amended by adding the following:
1. A permit is required to conduct Mobile Fueling operations.
SECTION 106 CONSTRUCTION DOCUMENTS is adopted in its entirety.
SECTION 107 FEES is adopted in its entirety and amended to read as follows:
107.2 Schedule of permit fees is amended to read as follows:
Where a permit is required, a fee for each permit shall be paid as required, in accordance with the schedule as established by the applicable governing authority (see Santa Barbara County Code, Chapter 15, Article V Fees).
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SECTION 108 INSPECTIONS is adopted in its entirety.
SECTION 109 MAINTENANCE is adopted in its entirety.
SECTION 110 SERVICE UTILITIES is adopted in its entirety.
SECTION 112 VIOLATIONS is adopted in its entirety and amended as follows:
112.4 Violation Penalties is amended to read as follows:
Violation penalties are covered under Santa Barbara County Code, Chapter 15, Article VI, ViolationsLegal Actions and Chapter 24A-Administrative Fines.
SECTION 113 STOP WORK ORDER is adopted in its entirety and amended as follows:
113.4 Failure to Comply is amended to read as follows:
Any person who shall continue any work after having been served with a stop work order, except such work as that person is directed by the fire chief or designee to perform to remove a violation or unsafe condition, is guilty of an infraction as described in Santa Barbara County Code, Chapter 15, Article VI, Violations-Legal Actions.
SECTION 114 UNSAFE STRUCTURES OR EQUIPMENT is adopted in its entirety (b) CHAPTER 2 — DEFINITIONS
SECTION 202 GENERAL DEFINITIONS is amended by adding the following definitions:
ENCLOSED FLOOR AREA. The floor area within the inside perimeter of the exterior of the building under consideration, exclusive of vent shafts and courts, without deduction for corridors, stairways, ramps, closets, the thickness of interior walls, columns or other features. The floor area of a building, or portion thereof, provided with at least 3 surrounding walls shall be the usable area under the horizontal projection of the roof or floor above. The gross floor area shall not include shafts with no openings or interior courts.
FIRE AND LIFE HAZARD. "Fire and life hazard" means any condition, arrangement, or act which will increase, or may cause an increase of, the hazard or menace of fire or a hazardous material release (spill, leak, etc.) to a greater degree than customarily recognized as normal by persons in the public service of preventing, suppressing or extinguishing fire and responding to hazardous material releases; or which may obstruct, delay, or hinder egress from a facility or building, or may become the cause of obstruction, delay or hindrance to the prevention, suppression, or extinguishment of a fire or hazardous material release. When a Fire and Life Hazard has been determined to exist by the fire chief it shall be considered a public nuisance.
FIRE PROTECTION CERTIFICATE (FPC). Is the application for review of construction permits and /or documents by the Santa Barbara County Fire Department when required by Chapter 15 of the Santa Barbara County Code.
PETROLEUM FACILITIES. Shall, for the purpose of this code, be designated by the fire chief and include, but not be limited to, tanks, compressors, pumps, vessels, and other large equipment or structures pertinent to oil field operations sited at a single location. 203
(c) CHAPTER 3 — GENERAL REQUIREMENTS
SECTION 304 — COMBUSTIBLE WASTE MATERIAL
304.1.1 Waste material is amended to read as follows:
When determined to be a fire hazard, accumulations of wastepaper, wood, hay, straw, weeds, litter, or combustible or flammable waste or rubbish of any type shall not be permitted to remain on a roof or in any court, yard, vacant lot, alley, parking lot, open space, or beneath a grandstand, bleacher, pier, wharf, manufactured home, recreational vehicle or other similar structure. 304.1.2 Vegetation is amended to read as follows:
When determined to be a fire hazard, weeds, grass, vines or other growth that is capable of being ignited and endangering property, shall be cut down and removed by the owner or occupant of the premises. Vegetation clearance requirements in urban-wildland interface areas shall be in accordance with Chapter 49.
SECTION 305 — IGNITION SOURCES is adopted in its entirety.
SECTION 306 — MOTION PICTURE PROJECTION ROOMS AND FILM is adopted in its entirety.
SECTION 307 — OPEN BURNING, RECREATIONAL FIRES AND PORTABLE OUTDOOR FIREPLACES is adopted in its entirety.
SECTION 308 — OPEN FLAMES is adopted in its entirety.
SECTION 309 — POWERED INDUSTRIAL TRUCKS AND EQUIPMENT is adopted in its entirety.
SECTION 310 — SMOKING is adopted in its entirety.
SECTION 311 — VACANT PREMISES is adopted in its entirety.
SECTION 321 — ARTIFICIAL COMBUSTIBLE VEGETATION is adopted in its entirety. (d) CHAPTER 4 — EMERGENCY PLANNING AND PREPAREDNESS
SECTION 403 EMERGENCY PREPAREDNESS REQUIREMENTS
403.11 Special Requirements for Public Safety is adopted in its entirety.
SECTION 404 FIRE SAFETY, EVACUATION AND LOCKDOWN PLAN is adopted in its entirety and amended to read as follows:
404.1 General is amended to read as follows:
Where required by Section 403 or the fire code official, fire safety, evacuation and lockdown plans shall comply with Sections 404.2 through 404.4.1.
404.2.2 Fire safety plans is amended to read as follows:
Fire safety plans shall include the following:
1. The procedure for reporting a fire or other emergency.
2. The life safety strategy including the following:
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2.1. Procedures for notifying occupants, including areas with a private mode alarm system.
2.2. Procedures for occupants under a defend-in-place response.
2.3. Procedures for evacuating occupants, including those who need evacuation assistance.
3. Site plans indicating the following:
3.1. The occupancy assembly point.
3.2. The locations of fire hydrants.
3.3. The normal routes of fire department vehicle access.
4. Floor plans identifying the locations of the following:
4.1. Exits.
4.2. Primary evacuation routes.
4.3. Secondary evacuation routes.
4.4. Accessible egress routes.
4.4.1. Areas of refuge.
4.4.2. Exterior areas for assisted rescue.
4.5. Refuge areas associated with smoke barriers and horizontal exits.
4.6. Manual fire alarm boxes.
4.7. Portable fire extinguishers.
4.8. Occupant-use hose stations.
4.9. Fire alarm annunciators and controls.
5. A list of major fire and life safety hazards associated with the normal use and occupancy of the premises, including maintenance, housekeeping, recommended initial actions, containment and control plans, and long-term mitigation procedures.
6. Identification and assignment of personnel responsible for maintenance of systems and equipment installed to prevent or control fires.
7. Identification and assignment of personnel responsible for maintenance, housekeeping and controlling fuel hazard sources.
(e) CHAPTER 5 - FIRE SERVICE FEATURES
SECTION 501 GENERAL
501.1 Scope is amended to read as follows:
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Fire service features for buildings, structures, and premises shall comply with this chapter, California Code of Regulations Title 14, and the Santa Barbara County Fire Department Development Standards.
SECTION 503 FIRE APPARATUS ACCESS ROADS is adopted in its entirety with the following amendments:
503.1 Where required is amended to read as follows:
Fire apparatus access roads shall be provided and maintained in accordance with Sections 503.1.1 through 503.1.3, California Code of Regulations Title 14, and the Santa Barbara County Fire Department Development Standards.
503.2 Specifications is amended to read as follows:
Fire apparatus access roads shall be installed and arranged in accordance with Section 503.2.1 through 503.2., California Code of Regulations Title 14, and the Santa Barbara County Fire Department Development Standards.
503.2.1 Dimensions is amended to read as follows:
Fire apparatus access roads shall have an unobstructed width in accordance with California Code of Regulations Title 14 and the Santa Barbara County Fire Department Development Standards and an unobstructed vertical clearance of not less than 13 feet 6 inches (4115 mm). 503.6 Security gates is amended to read as follows:
The installation of security gates across a fire access road shall be approved by the fire code official. Where security gates are installed, they shall have an approved means of emergency operation. The security gates and the emergency operation shall be maintained operational at all times. Electric gate openers, where provided, shall be listed in accordance with UL 325. Gates intended for automatic operation shall be designed, constructed and installed to comply with the requirements of ASTM F2200. The installation of security gates across a fire apparatus access road or driveway shall be in accordance with California Code of Regulations Title 14 and the Santa Barbara County Fire Department Development Standards.
SECTION 504 ACCESS TO BUILDING OPENINGS AND ROOFS
504.3 Stairway Access to Roof is amended to read as follows:
New buildings four or more stories above grade plane, or when provisions of section D105 are required, except those with a roof slope greater than four units vertical in 12 units horizontal (33.3-percent slope), shall be provided with a stairway to the roof. Stairway access to the roof shall be in accordance with Section 1011.12. Such stairway shall be marked at street and floor levels with a sign indicating that the stairway continues to the roof. Where roofs are used for landscaped roofs or for other purposes, stairways shall be provided as required for such occupancy classification.
SECTION 505 PREMISES IDENTIFICATION
505.1 Address identification is amended to read as follows:
New and existing buildings shall be provided with approved address identification. The address identification shall be legible and placed in a position that is visible from the street or road fronting the property. Address identification characters shall contrast with their background. Address numbers shall be Arabic numbers or alphabetical letters. Numbers shall not be spelled out. Each character shall be not less than 4 inches (102 mm) high with a minimum stroke width of 1/2 inch (12.7 mm). Addresses for residential buildings shall be reflectorized. Where required by the fire code official, address identification shall be provided in additional approved locations to facilitate emergency response. Where access is 206
by means of a private road and the building cannot be viewed from the public way, a monument, pole or other sign or means shall be used to identify the structure. Address identification shall be maintained. 505.1.1 Mixed-use Building is added to read as follows:
A notification system shall be installed in a manner and location approved by the fire chief, which indicates the presence of residential dwelling units.
505.1.2 Addresses for Buildings is added to read as follows:
All buildings shall be issued an address by the local jurisdiction which conforms to the local jurisdiction’s addressing system. Utility and miscellaneous Group U buildings are not required to have a separate address; however, each residential unit within a building shall be separately identified. 505.1.3 Address Modifications is added to read as follows:
When deemed necessary by the fire chief, to provide for fire and life safety, an address assignment shall be modified.
505.2 Street or road signs is amended to read as follows:
Streets and roads shall be identified with approved signs. Temporary signs shall be installed at each street intersection when construction of new roadways allows passage by vehicles. Signs shall be of an approved size, weather resistant, reflectorized and be maintained until replaced by permanent signs.
505.3 Road Naming is added to read as follows:
All public and private access roads shall be named in accordance with the Santa Barbara County Fire Department Development Standards and the County Land Use and Development Code. (f) CHAPTER 9 FIRE PROTECTION SYSTEMS
SECTION 901 GENERAL
901.4 Fire protection and life safety systems is amended to read as follows:
Fire protection and life safety systems shall be installed, repaired, operated and maintained in accordance with this code, the California Building Code, and the Santa Barbara County Fire Department Development Standards.
901.4.1 Required fire protection and life safety systems is amended to read as follows:
Fire protection and life safety systems required by this code, the California Building Code or the Santa Barbara County Fire Department Development Standards shall be installed, repaired, operated, tested, and maintained in accordance with this code and the Santa Barbara County Fire Department Development Standards. A fire protection or life safety system for which a design option, exception or reduction to the provisions of this code, the California Building Code or the Santa Barbara County Fire Department Development Standards has been granted shall be considered to be a required system. 901.4.2 Nonrequired fire protection and life safety systems is amended to read as follows:
Fire protection and life safety systems or portion thereof not required by this code, the California Building Code, shall be allowed to be furnished for partial or complete protection provided that such installed systems meet the applicable requirements of this code, the California Building Code, and the Santa Barbara County Development Standards.
901.6 Inspection, testing and maintenance is amended to read as follows:
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Fire protection and life safety systems shall be maintained in an operative condition at all times, and shall be replaced or repaired where defective. Nonrequired fire protection and life safety systems and equipment shall be inspected, tested and maintained or removed in accordance with Section 901.8.
Nonrequired fire protection systems shall only be removed after obtaining written permission from the fire code official.
SECTION 902 DEFINITIONS
902.1 Definitions is amended by adding the following:
ENCLOSED FLOOR AREA
SECTION 903 AUTOMATIC SPRINKLER SYSTEMS
903.1 General is amended to read as follows:
Automatic sprinkler systems shall comply with this section and the Santa Barbara County Fire Department Development Standards.
903.2 Where required is amended to read as follows:
Approved automatic sprinkler systems in new buildings and structures shall be provided in the locations described in Sections 903.2.1 through 903.2.12 and Section 903.7. 903.3.1.2 NFPA 13R sprinkler system is amended to read as follows:
Automatic sprinkler systems in Group R occupancies shall be permitted to be installed throughout in accordance with NFPA 13R as amended in Chapter 80.
1. Four stories or less above grade plane.
2. The floor level of the highest story is 30 feet (9144 mm) or less above the lowest level of fire department vehicle access.
3. The floor level of the lowest story is 30 feet (9144 mm) or less below the lowest level of fire department vehicle access.
The number of stories of Group R occupancies constructed in accordance with section 510.2 and 510.4 of the California Building Code shall be measured from grade plane.
Exception: Any building or structure that meets the requirements of section D105 will be required to follow Section 903.3.1.1.
903.7 Santa Barbara County automatic sprinkler systems is added to read as follows:
The provisions of this section shall be applicable to all areas within the Santa Barbara County Fire Protection District and all other unincorporated areas of the County, except the areas within the Carpinteria/Summerland Fire Protection District, Montecito Fire Protection District, Vandenberg Air Force Base, and Bureau of Indian Affairs Lands, unless otherwise specified by this Chapter. If any part of this article is in conflict with any other part, the more restrictive provisions shall be controlling. 903.7.1 Locations required is added to read as follows:
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Concurrent with provisions in the California Fire Code, California Building Code, California Residential Code, and in the Santa Barbara County Code, automatic fire sprinkler systems shall be installed and maintained in the locations specified as follows:
1. All new one- and two-family dwellings and townhouses (R-3 Occupancies). (2022 California Residential Code, Chapter 3, Section R-313 Automatic Fire Sprinkler Systems / 2022 California Building Code Chapter 9, Section 903.2.8 Group R)
2. New non-residential buildings and structures with a final enclosed floor area of 3,600 square feet or more.
New non-residential buildings or new structures (including prefabricated or relocated structures) for which application for building permits are officially filed or required to be filed with the Santa Barbara County Planning and Development Department, Building and Safety Division, which have an enclosed floor area of 3,600 square feet or more; and
3. New buildings and structures located outside the Urban Limit Boundary.
New buildings or new structures (including prefabricated or relocated structures) for which application for building permits are officially filed or required to be filed with the Santa Barbara County Planning and Development Department, Building and Safety Division, that are constructed (regardless of square footage) outside of the "Urban Limit Boundary" (as defined in the land use element, definition section of the Santa Barbara County General Plan).
4. Modification to existing buildings and structures, other than Group R.
Existing buildings or structures with an enclosed floor area of 3,600 square feet or more for which applications for modification, alterations or additionsare officially filed or required to be filed with the Santa Barbara County Planning and Development Department, Building and Safety Division, or any local jurisdiction within the County serviced by the Santa Barbara County Fire Department, where:
(a) Aggregate alterations or modifications involving the demolition, reconstruction and/or replacement of 70% or more of the existing exterior walls of the building or structure; or (b) Aggregate alterations or modifications change or rearrange the original planned configuration of walls or full height partitions and involves 70% or more of the existing enclosed floor area of the building or structure; or
(c) Subsequent to any addition of square footage, the total enclosed floor area of the building or structure is 3,600 square feet or more.
5. Modification to existing Group R buildings or structures.
Existing Group R buildings or structures for which applications for modification, alterations, or additions are officially filed or required to be filed with the Santa Barbara County or any City within the County serviced by Santa Barbara County Fire Department, where:
(a) Aggregate alterations or modifications involving the demolition, reconstruction and/or replacement of 70% or more of the existing exterior walls of the building or structure; or (b) Aggregate alterations or modifications change or rearrange the original planned configuration of walls or full height partitions and involves 70% or more of the existing enclosed floor area of the building or structure; or
(c) Subsequent to any addition of square footage, the total enclosed floor area of the building or structure is 3,600 square feet or more.
6. Modification to existing buildings and structures located outside the Urban Limit Boundary. 209
Existing buildings or structures for which applications for modification, alterations, or additions are officially filed or required to be filed with the Santa Barbara County Planning and Development Department, Building and Safety Division, or any local jurisdiction within the County serviced by the Santa Barbara County Fire Department, that are located outside of the "Urban Limit Boundary" (as defined in the land use element, definition section of the Santa Barbara County General Plan), where:
(a) Aggregate alterations or modifications involving the demolition, reconstruction and/or replacement of 70% or more of the existing exterior walls of the building or structure; or (b) Aggregate alterations or modifications change or rearrange the original planned configuration of walls or full height partitions and involves 70% or more of the existing enclosed floor area of the building or structure; or
(c) The addition of square footage is five hundred square feet or more to the enclosed floor area for non-residential or one thousand square feet or more to the enclosed floor area for residential; or
(d) Subsequent to any addition of square footage, the total enclosed floor area of the building or structure is 3,600 square feet or more.
7. Any change of occupancy where the new occupancy would be required to have fire sprinklers.
8. When fire sprinklers are installed in buildings or structures, they shall be installed throughout the entire building or structure.
NOTE: Any additional square footage added after January 1st, 2017 shall be accumulative towards the total enclosed floor area listed in Section 903.7.1 #6 above.
Exceptions:
1. Section 903.7.1 shall not apply to any agricultural buildings, including greenhouses, as defined in the California Building Code, which would otherwise be included within the requirements of this section, provided that:
Whenever there is any change in the use or occupancy of such building so that it no longer meets the above-listed definition of agricultural building, the building must have a sprinkler system installed prior to making such change of use or occupancy in all areas of the building which would have been required to have sprinklers but for the existence of the exception set out in this subsection;
2. Other detached Group U buildings, as defined by the California Building Code, may be exempted from Section 903.7.1 on a case-by-case basis in writing by the fire chief and the Building Official (subject to the same occupancy change conditions as noted in "Exception 1" above).
3. Buildings classified as Group S-2, as defined by the California Building Code, may be exempted from Section 903.7.1 on a case-by-case basis in writing by the fire chief (subject to the same occupancy change conditions as noted in "Exception 1" above). 903.7.2 Enclosed floor area calculation is added and amended to read as follows:
Square feet or square footage shall be calculated using the definition of enclosed floor area to determine whether the installation of automatic fire sprinklers is required through 903.7. 903.7.3 Plan approval is added to read as follows:
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No automatic sprinkler system required by this section shall be installed or altered without prior approval of the system plans by the fire chief. System plans, including system calculations shall be approved prior to system installation.
SECTION 905 STANDPIPE SYSTEMS
905.3 Required installations is amended to read as follows:
Standpipe systems shall be installed where required by Sections 905.3.1 through 905.3.11.1 and when required by the fire code official. Standpipe systems are allowed to be combined with automatic sprinkler system installation.
Exception: Standpipe systems are not required in Group R-3 occupancies SECTION 907 FIRE ALARM AND DETECTION SYSTEMS is amended by adding the following:
907.2.30 Mixed-use buildings is added to read as follows:
Where residential occupancies are combined with commercial occupancies, a monitored fire alarm system shall be installed which notifies all occupants in the event of a fire. The system shall include automatic smoke detection throughout the commercial and common areas. (g) CHAPTER 11 – CONSTRUCTION REQUIREMENTS FOR EXISTING BUILDINGS SECTION 1104 MEANS OF EGRESS FOR EXISTING BUILDINGS
1104.3 Exit sign illumination is adopted in its entirety. 1104.4 Power source is adopted in its entirety.
1104.5 Illumination emergency power is adopted in its entirety. 1104.5.1 Emergency power duration and installation is adopted in its entirety. (h) CHAPTER 12 – ENERGY SYSTEMS
SECTION 1205 SOLAR PHOTOVOLTAIC POWER SYSTEMS
1205.5 Ground-mounted photovoltaic panel systems is amended to read as follows:
Ground-mounted photovoltaic panel systems shall be installed in accordance with this section and the Santa Barbara County Fire Department Development Standards. Setback requirements shall not apply to ground-mounted, free-standing photovoltaic arrays.
1205.5.1 Vegetation control is amended to read as follows:
A clear, brush-free area of 10 feet (3048mm) shall be required the perimeter of the ground-mounted photovoltaic arrays. A noncombustible base of gravel or a maintained vegetative surface or a noncombustible base, approved by the fire code official, shall be installed and maintained under the photovoltaic arrays and associated electrical equipment installations.
For ground-mounted photovoltaic panel systems greater than 1,500 square feet of combined panel area, a reduced fuel zone from 10 feet to 30 feet shall be maintained consistent with California Public 211
Resources Code section 4291 and Santa Barbara County Fire Department Defensible Space Standards.
(i) CHAPTER 49 — REQUIREMENTS FOR WILDLAND-URBAN INTERFACE FIRE AREAS SECTION 4902 DEFINITIONS
4902.1 General is amended by deleting the definition of FIRE PROTECTION PLAN in this chapter and adding the following definitions:
BOARD is the Santa Barbara County Board of Supervisors.
BUILDINGS AND STRUCTURES are those buildings and structures, described within this Chapter, whether inhabited or not.
COMBUSTIBLE MATERIALS are weeds, stubble, brush, rubbish, litter, dry grass, dry leaves or other flammable materials that are readily ignitable and endanger the public safety.
DEFENSIBLE SPACE is the area surrounding a structure or building where basic wildfire protection practices are implemented, providing the key point of defense from an approaching wildfire or escaping structure fire. The area is characterized by the establishment and maintenance of fuel modification measures.
HIGH FIRE HAZARD AREA is an area of the County of Santa Barbara designated by the Building Official as having a high propensity for wild fire due to the existence of excessive wild brush fuel, lack of adequate water for fire suppression, or lack of adequate access to firefighting access to firefighting equipment and is shown on a map entitled “High Fire Hazard Area Map” on file in the County of Santa Barbara Building and Safety Division of the Planning and Development Department. This area is to be considered a Wildland-Urban Interface Area.
PARCEL is a portion of land of any size, the area of which is determined by the assessor's maps and records and may be identified by an assessor's parcel number whether or not any buildings or structures are present.
SECTION 4906 VEGETATION MANAGEMENT
4906.2 Application is amended to read as follows:
All new plantings of vegetation in State Responsibility Areas (SRA), Local Responsibility Areas (LRA) designated as Very High Fire Hazard Severity Zone, or within the Santa Barbara County High Fire Hazard Area designated by the Santa Barbara County Building Official shall comply with Sections 4906.3 through 4906.5.3.
SECTION 4907 DEFENSIBLE SPACE
4907.2 Application is amended to read as follows:
Buildings and structures location in the following areas shall maintain the required hazardous vegetation and fuel management:
1. All unincorporated lands designated by the State Board of Forestry and Fire Protection as a State Responsibility Area (SRA).
2. Land designated as a Very High Fire Hazard Severity Zone by the Director. 212
3. Land designated in ordinance by the Santa Barbara County Building Official as the Santa Barbara County High Fire Hazard Area pursuant to Government Code Section 51179.
SECTION 4911 SANTA BARBARA COUNTY FIRE HAZARD ABATEMENT is added to read as follows:
4911.1 Applicability. The provisions of section 4911 shall be applicable to all areas within the Santa Barbara County Fire Protection District and all other unincorporated areas of the County, except the areas within the Carpinteria/Summerland Fire Protection District, Montecito Fire Protection District, Vandenberg Air Force Base, and Bureau of Indian Affairs Lands, unless otherwise specified by this Chapter, and those areas in independent fire districts having governing bodies other than the Santa Barbara County Board of Supervisors that choose to enforce this section. If any part of this article is in conflict with any other part, the more restrictive provisions shall be controlling. 4911.2 Prohibited disposal of combustible material. No person shall place, deposit or dump combustible material, which in the opinion of the code official constitutes a fire hazard, on a parcel, whether or not he owns such parcel, or whether or not he so places, deposits or dumps on such parcel with the consent of the owner thereof.
4911.3 Clearance of Brush, Vegetative Growth and Combustible Material from Parcels. All parcels declared a fire hazard shall be cleared of combustible material to the satisfaction of the fire code official. 4911.4 Clearance of brush or vegetative growth from roadways. The fire code official is authorized to require areas within 10 feet on each side of portions of Fire Apparatus Access Roads and driveways to be cleared of non-fire-resistive vegetation growth.
Exception: Single specimens of trees, ornamental vegetative fuels or cultivated ground cover, such as green grass, ivy, succulents or similar plants used as ground cover, provided they do not form a means of readily transmitting fire.
4911.5 Clearance of fire protection equipment, ground-mounted photovoltaic panel systems and utilities is amended to read as follows:
A minimum of 30 feet of defensible space shall be maintained around communication towers, non fire-resistive water tanks, water supply pumps, pump houses, generators and ground-mounted photovoltaic panel systems which are 1,500 square feet or greater in combined panel area. 4911.6 Prosecution. The fire chief shall serve a written order upon the owner or possessor of a parcel, when, in his or her opinion, a fire hazard exists upon a parcel. The order shall identify the fire hazard and direct such owner or possessor to remove or abate the fire hazard within a specified period of time, but not less than ten days, after such order is given. Every owner or possessor who fails or refuses to abate said fire hazard from such parcel within the time specified after being served with such order is guilty of an infraction as described in Santa Barbara County Code, Chapter 15, Article VI. Evidence that the current assessment roll of the County shows real property assessed to a person shall constitute prima facie evidence that such person is the owner of such property. 4911.7 Order to abate fire hazard—Notice. The chief shall send, by certified mail, a copy of the written order providing information specified in section 4911.6, and shall include an assessor's parcel number of the parcel set forth on the county assessment roll, to the last assessee of the parcel at the address given on such roll. In addition, the order shall provide the specific date, time and location of when the Board of Supervisors of the County of Santa Barbara will meet to hear the report of the fire chief regarding the alleged fire hazard, and include the following:
"WARNING: The Fire Chief has determined that a fire hazard exists on this parcel. If not abated, the Fire Chief or his designee, shall enter and remove or abate the fire hazard by cutting, burning or removing the flammable material. THE COST OF SUCH REMOVAL WILL BE COLLECTED BY 213
ADDING IT ONTO THE TAXES ASSESSED AGAINST THIS Parcel. ANY OWNER OR POSSESSOR
INTENDING TO ABATE THIS FIRE HAZARD AT HIS OWN EXPENSE SHOULD DO SO IMMEDIATELY."
The chief shall post each notice to abate, including the legal description in some conspicuous place in the office of the clerk of the board of supervisors. It shall be the responsibility of the owner of record in the current assessment roll to notify any new owner or possessor of the parcel of the notice that was received and forward the notice to the new owner or possessor of the parcel. It shall also be the responsibility of the current owner of record to notify the fire department of this change in ownership. 4911.8 Order to abate fire hazard—Posting Location. The chief may, in addition to mailing, have a written order posted in front of any parcel upon which a fire hazard exists, or, if such parcel does not front upon any street, highway or road, then either upon the portion of such parcel nearest to a street, highway or road or upon such portion that is likely to give actual notice to the owner or lawful possessor. 4911.9 Order to abate fire hazard—Posting Time. The order provided for in Sec. 4911.8 shall be posted at least ten days before the board meets to hear the report of the chief regarding the alleged fire hazard.
4911.10 Hearing. At the time and place stated in the written orders, the board shall meet to hear the report of the chief and any objections thereto. The chief or his designated representative shall attend, inform the board as to the alleged fire hazard and supply the legal description of the parcel upon which it exists, the name and address of the last known assessee thereof and state what he has done in order to give notice of the hearing according to the provisions of this article. The board may continue from time to time as it sees fit.
4911.11 Board of Supervisors' direction to abate fire hazard. If, after a hearing, the board finds that a fire hazard exists upon a parcel, it may direct the chief to abate the hazard. The board shall maintain a record of its proceedings at such hearing and retain therewith the report of the chief, a legal description of such a lot or land and, where available, the name and address of its last known assessee. 4911.12 Abatement procedure—Chief authorized to expend funds, contract, etc. If the board directs the chief to abate a fire hazard, he shall proceed to abate such hazard unless it has been abated, completely, before his agents arrive to begin such abatement. The chief may expend appropriated funds for such abatement and may contract with a person or persons for the performance of the work of such abatement.
4911.13 Account of expenses—Report to be filed with the board. The chief shall keep an account of his expenses when abating a fire hazard pursuant to the direction of the board, and file a report with the board. The report shall include the assessor's tax area and parcel numbers according to the county assessment roll of the parcel upon which such fire hazard existed and, when available, the name and address of the last known assessee. The report shall include a reasonable administrative cost in an amount to be fixed by the board from time to time, based on administrative costs of carrying out these regulations.
4911.14 Account of expenses—Filing with clerk—Confirmation hearing. The report of expenses referred to in section 4911.13 shall be maintained on file, open to public inspection, in the office of the clerk of the board for at least ten days before a hearing of the board to confirm such report. If any person shall, before the expiration of such ten days, file a written request for notice of the hearing upon such confirmation, the board shall mail such notice to the address supplied in any such written request.
At the time fixed for such hearing, the board shall meet to hear any objections to the report of expenses filed by the chief as required by this section. At such hearing the board may make any modifications in the amount it deems just, after which the report shall be confirmed. 214
4911.15 Expenses constitute special assessment and lien. The amount of expenses incurred by the chief for abating a fire hazard shall constitute a special assessment and a lien against the parcel from which such hazard was removed.
4911.16 Expense report to be transmitted to auditor-controller. The board shall deliver a copy of the expense report, as confirmed, to the auditor-controller of the county. 4911.17 Inclusion of assessment on property tax bill—Disposition of revenue. The county auditor controller shall enter the amount stated in the report as a special assessment against the parcel described in the report. The tax collector of the county shall include the amount of the assessment on the bill for taxes levied against the parcel. All laws applicable to the levy, collection and enforcement of county taxes are applicable to such special assessments. All special assessments collected as provided in this article shall be accounted for as fire district revenue. (j) APPENDIX A — BOARD OF APPEALS is adopted and amended by deleting the existing language and inserting the following:
SECTION A101 GENERAL
A101.1 Scope. To determine the suitability of alternate materials and types of construction and to provide reasonable interpretations of the provisions of this code, there shall be and hereby is created a board of appeals.
A101.2 Membership and Appointment. The board of appeals shall consist of five members who are qualified by experience and training to pass judgment upon pertinent matters. The members shall be appointed by the Board of Supervisors and shall hold office at their pleasure. Each member of the executive body has the right to appoint a member that resides in or out of their supervisor district.
A101.3 Quorum. Three members shall constitute a quorum for a hearing.
A101.4 Clerk of the Board. The County Executive Office shall serve as the clerk of the board of appeals.
A101.5 Rules and Regulations. The Board of Supervisors shall adopt reasonable rules and regulations for conducting board of appeals hearings and investigations. The board of appeals may adopt guidelines for the conduct of their hearings and investigations, as they deem appropriate.
A101.6 Decisions. The board of appeals shall render decisions and findings in writing to the fire chief, with a duplicate copy to the appellant. The decisions of the board of appeals may be appealed de novo to the board of supervisors, at the option of the appellant or fire chief, provided that, a request is made in writing to the clerk of the board of supervisors within 20 days after the decision of the board of appeals was served on the parties. If the decision of the board of appeals is not appealed to the board of supervisors, it shall be final and only subject to review by writ of mandate to the superior court. If the decision of the board of appeals is appealed to the board of supervisors, the decision of the board of supervisors shall be final and only subject to review by writ of mandate to the superior court.
NOTE: If a majority of the board of supervisors determines that its prior involvement with an appellant, prevents it from serving as a reasonably, impartial, non-involved decision maker, it shall decline to hear the appeal. If the board of supervisors declines to hear an appeal, the decision of the board of appeals shall be deemed final and only subject to review by writ of mandate to the superior court.
A101.7 Terms of office. The term of office of a member of the board of appeals shall coincide with the term of office of the County Supervisor that appointed the member.
A101.8 Stay of enforcement. The filing of an appeal application shall not stay an enforcement order.
However, the fire chief may modify, in his or her sole discretion, an enforcement order during the pendency of an appeal.
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A101.9 Subpoena powers. The subpoena powers of the Board of Supervisors set forth in Article 9, Section 25170 et seq. of the Government Code are delegated to the board of appeals and shall apply to all hearings and investigations under the board of appeals' jurisdiction.
A101.10 Fees. A fee of two hundred dollars shall be paid by the appellant to the clerk of the board of appeals at the time of application for a hearing before the board of appeals. If the decision of the board of appeals is appealed to the board of supervisors, an additional fee of four hundred and forty-three dollars shall be paid by the appealing party, to the clerk of the board of supervisors, at the time of application for a hearing before the board of supervisors.
A101.11 Jurisdiction. This appeal process shall apply to disputes within the unincorporated area of the fire district, within incorporated areas of the fire district and within incorporated areas outside of the fire district where the fire department provides service by contract. However, a city council of an impacted city, may adopt an alternative procedure for reviewing decisions of the board of appeals. (k) APPENDIX C - FIRE HYDRANT LOCATIONS AND DISTRIBUTION C101.1 Scope is amended to read as follows:
In addition to the requirements of Section 507.5.1, fire hydrants shall be provided in accordance with this appendix and the Santa Barbara County Fire Department Development Standards for the protection of buildings, or portions of buildings, hereafter constructed or moved into the jurisdiction.
Exception: SFM Group B, S-2 and U occupancies having an enclosed floor area not exceeding 1,000 square feet, primarily constructed of noncombustible exterior walls with wood or steel roof framing, having a Class A roof assembly, with uses limited to the following or similar uses:
1. California State Parks buildings of an accessory nature (restrooms).
2. Safety roadside rest area, (SRRA), public restrooms.
3. Truck inspection facilities, TIF, California Highway Patrol (CHP) office space and vehicle inspection bays.
4. Sand/salt storage buildings, storage of sand and salt. (l) APPENDIX D - FIRE APPARATUS ACCESS ROADS is adopted in its entirety with the following amendment:
SECTION D101 GENERAL
D101.1 Scope is amended to read as follows:
Fire department access roads shall be in accordance with this appendix and all other applicable requirements of the 2019 California Fire Code and Santa Barbara County Fire Department Development Standards.
SECTION D106 MULTIPLE-FAMILY RESIDENTIAL DEVELOPMENTS
D106.1 Projects having more than 100 dwelling units is amended to read as follows:
Multiple-family residential projects having more than 100 dwelling units shall be equipped throughout with two separate and approved fire apparatus access roads.
Exception: Projects having up to 200 dwelling units not located in a Very High or High Fire Hazard Severity Zone in the SRA or LRA, or the Santa Barbara County High Fire Hazard Area may have a single approved fire apparatus access road when all buildings, including nonresidential occupancies, 216
are equipped throughout with approved automatic sprinkler systems installed in accordance with Section 903.3.1.1 or 903.3.1.2.
SECTION D107 ONE- OR TWO-FAMILY RESIDENTIAL DEVELOPMENTS D107.1 One- or two-family dwelling residential developments is amended to read as follows:
Developments of one- or two-family dwellings where the number of dwelling units exceeds 30 shall be provided with two separate and approved fire apparatus access roads.
Exceptions:
1. Where there are more than 30 dwelling units accessed from a single public or private fire apparatus access road and all dwelling units are equipped throughout with an approved automatic sprinkler system in accordance with Section 903.3.1.1, 903.3.1.2 or 903.3.1.3, access from two directions shall not be required when the development is not located in a Very High or High Fire Hazard Severity Zone in the SRA or LRA, or the Santa Barbara County High Fire Hazard Area.
2. The number of dwelling units accessed from a single fire apparatus access road shall not be increased unless fire apparatus access roads will connect with future development, as determined by the fire code official.
(m) APPENDIX O – TEMPORARY HAUNTED HOUSES, GHOST WALKS AND SIMILAR AMUSEMENT USES is adopted in its entirety.
(n) APPENDIX P – COMMUNITY WILDLAND-URBAN INTERFACE (WUI) FIRE HAZARD EVALUATION FRAMEWORK is adopted in its entirety.
(Ord. No. 4986, §§ 1, 2, 12-6-2016)
Sec. 15-4. - Findings with regard to geological, topographical and climatic conditions.
The Board hereby finds that all amendments, including additions and deletions, to the CFC are based upon the following geological, topographical and climatic conditions in the area protected by the Santa Barbara County Fire Department. Those conditions include:
(a) That the Santa Barbara County Fire Department service area is prone to extreme weather conditions, from hot, dry winds from the north and the east (Sundowner and Santa Ana winds), to strong westerly (coastal) winds, which greatly enhance the ability for fire to spread. In addition, the topographical layout and features of the County Fire Department's service area makes the area subject to isolation should a flood or earthquake occur, which would prevent or severely limit and delay the north and south entities from giving or receiving mutual aid and emergency assistance; (b) The present firefighting resources of this county are constrained in their efforts to control fires in large unsprinklered buildings within the urban limit boundary and all buildings outside of the urban limit boundary as designated in the county comprehensive plan; (c) Geologic and topographic conditions in the county result in extended response times for firefighting resources, which may contribute to greater life and property loss in large unsprinklered buildings within the urban limit boundary and in all structures outside of the urban limit boundary; and (d) Climatic conditions and flammable vegetation contribute to the extreme high fire hazard severity in the county, resulting in numerous wildland fires, which draw existing fire department resources from 217
their structure protection areas for extended periods of time. This in turn extends response times, which may contribute to greater life and property loss in large unsprinklered buildings within the urban limit boundary and in all structures outside of the urban limit boundary. (Ord. No. 4986, §§ 1, 2, 12-6-2016)
Article II. - Reserved
Secs. 15-30 through 15-46. - Reserved.
Article III. - Fire Development Impact Mitigation Fees
Sec. 15-48. - Findings.
(a) To mitigate impacts caused by new development projects within the fire department's service area, a fire facility, apparatus and equipment development impact mitigation fee is necessary. The fee is needed to finance fire facilities, apparatus and equipment necessary to serve new development and to assure new development projects pay their fair share for these facilities. (b) Title 7, Chapter 5, Section 66000 et seq. of the California Government Code provides that development impact fees may be enacted and imposed on development projects. The board of supervisors finds and determines that:
(1) New development projects cause the need for construction, expansion and/or improvement of fire facilities within the fire department's service area. (2) Funds for construction, expansion and/or improvement of fire facilities are not available to accommodate the needs caused by new development projects, which will result in inadequate fire facilities, apparatus and equipment within the fire department's service area. (c) The board of supervisors finds that the public health, safety, and general welfare will be promoted by the adoption of a fire facility, apparatus and equipment development impact fee for the construction, expansion, and/or purchase of fire facilities, apparatus and equipment to serve new development and maintain existing levels of service; the need for which is caused by new development projects. In establishing a development impact fee, the board of supervisors finds the fee consistent with the Santa Barbara County comprehensive plan/land use element.
(d) Pursuant to Government Code Section 65913.2, the board of supervisors has considered the effects of the fees with respect to the county's housing need as established in the housing element of the general plan.
(e) Pursuant to Title 14 California Code of Regulation, Sections 15061(b)(3) the board of supervisors finds that this article is exempt from the California Environmental Quality Act. (Ord. No. 4902, § I, 10-21-2014)
Sec. 15-49. - Definitions.
Words when used in this article, and in resolutions adopted under the authority of this article, shall have the following meanings:
(a) "Santa Barbara County Fire Protection District" ("fire department's service area") means the unincorporated area within the County of Santa Barbara and private lands within the Los Padres National Forest and the incorporated city of Buellton, Solvang, Goleta, and the University of California, Santa Barbara but does not include the federal lands of Vandenberg Air Force Base, Bureau of Indian Affairs land, the Los Padres National Forest the Montecito fire protection district or the Carpinteria-Summerland fire protection district. 218
(b) "New development" or "development project" means any change to unimproved or improved real property, including but not limited to, replacement, expansion, construction, or alteration of buildings or structures, which results in a net increase in square footage). Any expansion of outdoor areas in conjunction with existing or proposed structural development which would lead to an increase in intensity of use on a parcel shall be considered new development for the purposes of this article.
(c) "Building" means a structure having a roof supported by columns or walls and intended for shelter, housing, or enclosure of any person, animal, or chattel. (d) "Structure" means anything constructed or erected, the use of which requires location on the ground, or attachment to something having location on the ground, excluding mobilehomes located in a mobilehome park.
(e) "Single family housing" means any detached living area which comprises an independent selfcontained dwelling unit, including kitchen or cooking facilities, and is occupied or suitable for occupation as a residence for eating, living, and sleeping purposes. Commonly referred to as a single family dwelling.
(f) "Other residential housing" means any detached or attached living area which is comprised of multiple (two or more) self-contained dwelling units, including kitchen or cooking facilities, and is occupied or suitable for occupation as a residence for eating, living, and sleeping purposes.
Commonly referred to as duplexes, tri-plexes, apartments, condominiums, or any other dwelling not considered a single family dwelling.
(g) "Mixed use" means any urban, suburban, village development, or single building that blends a combination of residential, retail, commercial, cultural, institutional, or industrial uses. Fee calculations for mixed use development will be calculated based on the amount of square footage for each separate type of use.
(h) "Retail/commercial" is defined as non-manufacturing business establishments, including, but not limited to, hotels, restaurants, wholesale businesses, retail stores, and health, social and educational institutions.
(i) "Office" means establishments providing direct services to customers, professional and medical office buildings. Including but not limited to business/service, executive headquarters, processing such as information processing and computer-dependent and/or telecommunications-based activities, professional and administrative services.
(j) "Industrial" means manufacturing buildings, including but not limited to, food processing, manufacturing, metal processing, pulp and paper firms, voltage optimization, water and wastewater systems, transport processing or other activity involving farm products off-farm. In particular, it includes fixed pieces of equipment, buildings or complexes used to produce goods in connection with, or as part of, any process or system. (k) "Warehouse/distribution" means buildings devoted to the storage and/or distribution of nonagricultural products. A distribution center for a set of products is a warehouse or other specialized building, which is stocked with products (goods) to be redistributed to retailers, to wholesalers, or directly to consumers.
(l) "Agricultural" means a structure designed and constructed to house farm implements, hay, grain, poultry, livestock or other horticultural products, including other agricultural structures located on agriculturally zoned land other than residential, retail or office space. This structure shall not be a place of human habitation.
(m) "Greenhouses" are structures that are designed and used primarily for the cultivation, maintenance, or protection of plants. Greenhouses are constructed for agricultural production, educational purposes and research.
(n) "Mobilehome" means a factory assembled structure, transportable in one or more sections, that is constructed according to the Mobile Home Construction and Safety Standards, Part 280 of the 219
Code of Federal Regulations, Title 24, with or without a permanent foundation and not including recreational vehicles.
(o) "Mobilehome park" means any area tract of land where two or more mobilehome spaces are rented, leased, or offered for rent or lease to accommodate mobilehomes used for human habitation. The rental paid for any such mobilehome shall be deemed to include rental for the lot it occupies.
(p) "Apparatus" means and includes but is not limited to fire engines, brush engines, utility vehicles, staff vehicles, water tenders, bulldozers, rescue vehicles, and paramedic ambulances. (q) "Equipment" means and includes but is not limited to ladders, fittings, hoses, radios, cellular telephones, tools, safety clothing, breathing apparatus, hazardous materials equipment and medical and rescue equipment.
(r) "Fee" means a monetary exaction, other than a tax or special assessment that is charged by the County of Santa Barbara in connection with approval of a development project for the purpose of defraying all, or a portion of, the cost of fire facilities, apparatus and equipment related to the development project or subdivision.
(s) "Subdivision" means the division of any unit or units of improved or unimproved land, or any portion thereof, shown on the latest equalized county assessment roll as a unit or as contiguous units, for the purpose of sale or lease or financing, whether immediate or future. Property shall be considered as contiguous units, even if separated by roads, streets, utility easement or railroad rights-of-way. "Subdivision" includes a condominium project, as defined in subdivision (f) of Section 1351 in the California Civil Code, a community apartment project as defined in subdivision (d) of Section 1351 of the California Civil Code, or the conversion of five or more existing dwelling units to a stock cooperative, as defined in subdivision (m) of Section 1351 of the California Civil Code, as the same presently exists or may hereafter be amended. (t) "Fire facilities" means and includes public improvements, and community amenities identified in the county's five-year capital improvement plan including but not limited to the building of fire stations, permit approvals, land purchase and utility connection fees, etc. and related planning, engineering, and construction costs..
(u) "Fire impacts" means any development project which generates an increased demand for fire protection services.
(v) "AB 1600 mitigation fee justification study" means the Fire Impact Fee Nexus Study prepared for the Santa Barbara County Fire Department Service area dated September 2014. (w) "Capital improvement plan" or "CIP" means the plan for fire facility capital improvements as identified in the county's five-year CIP or their successor, as adopted or updated annually by the board of supervisors. The capital improvement plan indicates the approximate location, size, time of availability and estimated cost of capital improvements to be financed with impact mitigation fees and appropriate money for capital improvement projects. (x) "Board of supervisors" means the board of supervisors of the county. (y) "County" means the County of Santa Barbara, a political subdivision of the State of California. (Ord. No. 4902, § I, 10-21-2014)
Sec. 15-50. - Adoption of fire facility development impact fee. (a) Pursuant to this article, fire development impact mitigation fees shall be adopted from time to time by resolution of the board of supervisors after a noticed public hearing. Such fee, when adopted, shall be a condition of permit approval for new development projects within the fire department service area. (b) In adopting the resolution, the board of supervisors shall:
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(1) Identify the purpose of the fee;
(2) Identify the use to which the fee is to be put;
(3) Determine a reasonable relationship between the fee's use and the type of development project on which the fee is imposed;
(4) Determine a reasonable relationship between the need for the fire facilities, apparatus and equipment and the impacts from the type of development project on which the fee is imposed; (5) Determine a reasonable relationship between the amount of the fee and the cost of the fire facilities, apparatus and equipment or portion of the fire facilities, apparatus and equipment; and (6) Establish a schedule of fire development impact mitigation fees. (Ord. No. 4902, § I, 10-21-2014)
Sec. 15-51. - Applicability of fees.
(a) A fire facility, apparatus and equipment development impact fee shall be charged upon the permit approval for any of the following new development within the fire department service area:
(1) The construction or installation of new single-family and other residential development (e.g., second units, condominiums, mobile homes, apartments, duplexes) residential units. (2) Additions to existing residential units that add a new residential unit as defined by Section 15- 49(b).
(3) The construction or installation of any new retail/commercial, office, industrial, warehouse/distribution, or agricultural buildings, including any additions to such existing buildings which add more than five hundred square feet of enclosed floor area. (b) Fire development impact mitigation fees are applicable within each of the cities served by the fire department sixty days after adoption of the fees by each respective city. (Ord. No. 4902, § I, 10-21-2014)
Sec. 15-52. - Exemptions.
Imposition of fire development impact mitigation fees shall be as specified in Section 15-51, except that the following types of development projects shall be exempt from such fees:
(a) The replacement of an existing structure which was destroyed by fire or other calamity, demolished or removed by the owner, provided that the replacement structure is (1) rebuilt on the same parcel, (2) does not exceed the size of the structure being replaced, and (3) the application for a building permit to replace such structure is filed within six months after destruction of the structure. If the replacement structure is larger than the destroyed structure, the waiver of the fee shall apply only to the amount of enclosed floor area in the original structure. Any additional enclosed floor area of a replacement structure shall be considered an addition to an existing structure and shall be assessed fees as described in the resolution. (b) Any addition to an existing mobilehome as defined in Section 15-49(n) that is placed on an existing mobilehome space that was previously assessed a fire facility development impact fee. (c) Any new nonresidential structure of less than one hundred twenty square feet, with a California Building Code classification of U-1.
(d) New structures such as detached garages, sheds, etc. which are added to an existing residential structure but which do not add a dwelling unit.
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(Ord. No. 4902, § I, 10-21-2014)
Sec. 15-53. - Timing of fee payment.
(a) Imposition of Fees.
(1) Fees shall be imposed at the time of approval of any discretionary permit for development or if the proposed development does not require any discretionary approvals, at the time of any other permit required for the development to proceed, including but not limited to building permits. The applicant pays according to the schedule of fees in place on the date the fees are paid. (2) The schedule of fees in effect on the date the vesting tentative map or vesting tract map for a development project is deemed complete determines the applicable fee imposed on the subject map. If there is no vesting map, the applicant pays according to the schedule of fees in place on the date the fees are paid.
(3) When the applicant applies for a new permit following the expiration of a previously issued permit for a development project for which fees were paid, another fee payment is not required unless (1) the project has been changed in a way that alters its fire facility development mitigation impact, or (2) the schedule of fees has been amended during the interim. In this event, the applicant pays the appropriate increase or decrease in the fees. (4) When fees are paid for a development project and the development project is abandoned without any further action beyond the obtaining of a permit or an approval, the payor shall be entitled to a refund of the fees paid.
(b) Payment of Fee.
(1) Except as set forth in subsection (b)(2) and (3) of this section, fire development impact mitigation fees shall be paid on the date the final inspection is approved or the date the certificate of occupancy is issued, whichever occurs first.
(2) For residential development containing more than one dwelling unit, the developer may request that the fees be paid in installments based on the phasing of their development project. The decision whether to allow installment payments shall be determined by the county fire chief. Any fee installment shall be paid at the time when the first dwelling unit within each phase of development has received its final inspection.
(3) The county may require the payment of fees at an earlier time if the fees will be collected for public improvements of facilities for which an account has been established and funds appropriated and for which the county has adopted a proposed construction schedule or plan prior to final inspection, or the fees are to reimburse the local agency for expenditures previously made. (4) If, for any reason, a permit or certificate of occupancy is issued without the payment of the fee required by this article or without written evidence establishing that the provisions of this article have otherwise been satisfied, the applicant shall remain liable for payment of the fee to county fire.
(Ord. No. 4902, § I, 10-21-2014)
Sec. 15-54. - Fee adjustment.
(a) A developer of any project, or a subdivider of any land, subject to the payment of fees pursuant to this article may appeal to the board of supervisors for a reduction, adjustment, or waiver of any fire development impact mitigation fee(s) based upon the absence of any reasonable relationship or nexus between the fire impacts of the project or subdivision and either the amount of the fee(s) charged or the type of fire facilities to be financed. The appeal shall be made in writing, shall state the factual basis for the claim of reduction, adjustment or waiver, and shall be submitted to the county fire chief within fifteen calendar days following imposition of the fire development impact mitigation fee. 222
(b) The fire chief shall review the appeal, develop recommended actions to be taken by the board of supervisors, and submit both the appeal and recommended actions to the board of supervisors for their consideration at a public hearing to be conducted within sixty days after the filing of the appeal.
The decision of the board of supervisors shall be final. If a reduction adjustment or waiver is granted, any change in use from the project as approved shall invalidate the waiver, adjustment or reduction of the fee.
(Ord. No. 4902, § I, 10-21-2014)
Sec. 15-55. - Fee account.
(a) Upon receipt of a fee subject to this article, the county shall deposit, invest, account for and expend the fire development impact mitigation fees pursuant to California Government Code 66006. (b) Fire development impact mitigation fees paid shall be held by the county fire department in a separate fire development impact mitigation fee account to be expended for the purpose for which they were collected. The county fire department shall retain all interest earned on the fees in such accounts and shall allocate the interest to the accounts for which the original fee was imposed. (Ord. No. 4902, § I, 10-21-2014)
Sec. 15-56. - Use of funds.
(a) Funds collected from fire development impact mitigation fees shall be used to acquire, construct, and install fire facilities, equipment or apparatus or reimburse costs of previously constructed facilities, or previously purchased equipment or apparatus that serve the new development. (b) No funds collected pursuant to this article shall be used for periodic or routine maintenance. (c) Funds may also be used to pay debt service on bonds or similar debt instruments to finance the acquisition, construction and installation of fire facilities, equipment or apparatus that serve the new development.
(d) Any costs incurred by the county in conducting the hearing required pursuant to Government Code Section 66018(a) may be recovered as part of the fees which were the subject of the hearing. (Ord. No. 4902, § I, 10-21-2014)
Sec. 15-57. - Developer construction of facilities.
In lieu fee credit for the construction or dedication of fire facilities, is allowable under the following conditions:
(a) Only the costs of fire facilities listed on, or exempted from, the applicable fire facility capital improvement plan shall be eligible for in-lieu credit.
(b) With prior approval of the county fire chief or his/her designee, an in-lieu credit of fees may be granted for actual construction costs (or a portion thereof) of fire facilities provided by the developer.
(c) If the actual construction cost is greater than the required relevant fees, the county shall have no obligation to pay the excess amount.
(d) An amount of in-lieu credit that is greater than the specific fee(s) required under this article may be reserved and credited toward the fee of any subsequent phases of the same development or subdivision, if such credit is determined to be appropriate and timely, and approved in advance by the county fire chief.
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(e) If an applicant is required, as a condition of approval for a discretionary permit to construct any off site fire facilities, and the cost of the facilities is determined to exceed the fee due under article, a reimbursement agreement may be offered in writing by the county fire chief. The reimbursement agreement shall contain terms and conditions approved by the county fire chief, auditor-controller, county counsel and the board of supervisors. This section shall not create any duty to offer a reimbursement agreement.
(f) A developer or subdivider seeking credit and/or reimbursement for construction or improvements of facilities, or dedication of land or rights-of-way, shall submit documentation acceptable to the county fire chief to support the request for credit or reimbursement. The county fire chief shall determine whether the facilities or improvements are eligible for credit or reimbursement, and the amount of such credit or reimbursement due the developer or subdivider if so eligible.
(g) Any claim for credit must be made at or before the time of application for a building permit. Any claim not so made shall be deemed waived.
(h) Exemptions, credits, reductions, adjustments, or waiver of fees shall not be transferable from one project or subdivision to another without the board of supervisors' approval. (i) Determination made by the county fire chief pursuant to this Section 15-57 may be appealed to the board of supervisors by filing a written request with the clerk of the board, together with a fee established by the board of supervisors, within ten working days of the determination of the county fire chief.
(Ord. No. 4902, § I, 10-21-2014)
Sec. 15-58. - Condition for refunds.
If a permit upon which a fee was based expires without commencement of construction, the taxpayer shall be entitled to a refund of the fire development impact fee(s) paid, with any interest accrued thereon, as a condition for the issuance of the permit. The fee payer shall submit a written request for a refund to the county fire chief within two years after the expiration date of the permit. Failure to timely submit a request for a refund may constitute a waiver of any right to a refund. (Ord. No. 4902, § I, 10-21-2014)
Sec. 15-59. - Annual report.
(a) At least once every year a proposed capital improvement plan detailing the specific fire facilities to be funded by fire facility development impact fees shall be reported to the board of supervisors. Notice of the plan shall be given pursuant to Government Code Section 65090 and Section 66002, as they now exist or may be amended. At a public hearing the board of supervisors shall review estimated costs of the fire facilities described in the report, the continued need for these facilities, and the reasonable relationship between the need and the impacts of development for which the fees are charged. The board of supervisors may revise the capital improvement program to include additional projects not previously foreseen as being needed.
(b) No later than sixty days following the end of each fiscal year, the county fire chief shall submit a report to the auditor-controller identifying the balance of fees in the fire development impact fee mitigation program fund established pursuant to this article, and the facilities proposed for construction during the next fiscal year. In preparing the report, the county fire chief shall adjust the estimated costs of the public improvements in accordance with the appropriate engineering construction cost index as published by Engineering News Record, or its successor publication, for the elapsed time period from the previous July 1st or the date that the cost estimate was developed. 224
(c) Within one hundred eighty days after the last day of each fiscal year, the auditor-controller shall present a report to the Board of Supervisors including:
(1) A brief description of the type of fee in the account; (2) The amount of the fee;
(3) The beginning and ending balance of the account;
(4) The amount of the fees collected and the interest accrued; (5) An identification of each public facility, apparatus, or equipment on which fees were expended and the amount of the expenditures;
(6) An identification of the approximate date by which construction or purchase of any public facility, apparatus, or equipment will commence if it has been determined that sufficient funds have been collected to complete financing on incomplete public facilities, apparatus, or equipment; (7) A description of each interfund transfer or loan made; and (8) The amount of refunds made and any allocations.
(d) The county fire chief or his/her designee shall report to the board of supervisors, once each fiscal year, any portion of fire facility development impact fees remaining unexpended or uncommitted in an account five or more years after deposit and identify the purpose for which the fee was collected. In accordance with Government Code Section 6061, the board of supervisors shall make findings once each fiscal year on any portion of the fee remaining unexpended or uncommitted in its account five or more years after deposit of the fee, to:
(1) Identify the purpose to which the fee is to be put; (2) Demonstrate a reasonable relationship between the fee and the purpose for which it is charged; (3) Identify all sources and amounts of funding anticipated to complete financing; (4) Designate the approximate dates on which the finding is expected to be deposited into the appropriate account or fund.
(e) When sufficient finds have been collected to complete financing on identified incomplete public facilities, apparatus, or equipment and the public facilities, apparatus, or equipment remain incomplete, within one hundred eighty days of the determination that sufficient funds have been collected, an approximate date by which the construction or purchase of any public facility, apparatus, or equipment will commence shall be identified, or the county shall refund to the then current record owners or owners of the lots or units, as identified in the last equalized assessment roll, of the development project or projects on a prorated basis, the unexpended portion of the fee, and any interest accrued thereon.
(f) If the administrative costs of refunding unexpected and uncommitted revenues collected pursuant to this article exceeds the amount to be refunded, the board of supervisors, after a public hearing, for which notice has been published pursuant to Government Code Section 6061 and posted in three prominent places within the area of the development project, may determine that the revenues shall be allocated for some other purpose for which the fees are collected pursuant to Government Code Section 66001 et seq. and that serves the project on which the fee was originally imposed. (Ord. No. 4902, § I, 10-21-2014)
Sec. 15-60. - Fee revision by resolution.
The amount of each fee established pursuant to this article may be set and revised periodically by resolution of the board of supervisors. This article shall be considered enabling and directive in this regard. (Ord. No. 4902, § I, 10-21-2014)
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Sec. 15-61. - Superseding provisions.
This article and any resolution adopted pursuant hereto supersedes any previous county ordinance or resolution to the extent the same is in conflict with this article. (Ord. No. 4902, § I, 10-21-2014)
Sec. 15-61.1. - Severability.
If any section, phrase, sentence, or portion of this article is for any reason held to be invalid or unconstitutional by the final decision of any court of competent jurisdiction, such portion shall be deemed a separate, distinct and independent provision; and such holding shall not affect the remaining portions of this article.
(Ord. No. 4902, § I, 10-21-2014)
Sec. 15-61.2. - Effective date.
Pursuant to California Code Section 66017 (a), this ordinance shall be in full force and effect sixty days after the date of its adoption by the board of supervisors. Fire development impact mitigation fees applicable within each of the cities served by the fire department shall be effective sixty days after adoption by each respective city.
(Ord. No. 4902, § I, 10-21-2014)
Sec. 15-61.3. - Publication.
The clerk of the board is hereby authorized and directed to publish this ordinance by one insertion in the Santa Barbara News-Press, the Lompoc Record, the Santa Ynez Valley News, and the Santa Maria Times, and all other newspapers of general circulation within Santa Barbara County, within fifteen days of its adoption by the board of supervisors.
(Ord. No. 4902, § I, 10-21-2014)
Article IIIA. - Carpinteria-Summerland Fire Protection District Fire Protection Mitigation Fee Ordinance
Sec. 15-62. - Title.
This article shall be known and may be cited as the "Carpinteria-Summerland Fire Protection District Fire Protection Mitigation Fee Ordinance."
(Ord. No. 3878, § 1; Ord. No. 4494; Ord. No. 4566, § 1) Sec. 15-63. - Definitions.
"Administrator" as used herein means the county administrator for the County of Santa Barbara or his/her duly authorized designee, which designee may in certain instances be an employee of the district. "Building" means a structure having a roof supported by columns or walls and intended for shelter, housing or enclosure of any person, animal or chattel.
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"Carpinteria-Summerland Fire Protection District" or "district" means the fire protection district formed pursuant to the Fire Protection District Law of 1987 having jurisdiction over that portion of Santa Barbara County consisting of approximately thirty-six square miles along the coast of Santa Barbara County that extends from the town of Summerland through the south-eastern boundary of the County of Santa Barbara.
For the purpose of this article, the term Carpinteria-Summerland Fire Protection District shall not include that portion of such district which lies within the limits of the city of Carpinteria if the inclusion of such portion would be inconsistent with the imposition of fees pursuant to this article by the Santa Barbara County board of supervisors.
"Development" or "development project" means any project undertaken for the purpose of development in the district and shall include all projects involving the issuance of a permit for construction or reconstruction, remodeling, or any work requiring any permit under the Santa Barbara County Code or ordinances of the County of Santa Barbara, as the same presently exist or may be amended from time to time hereafter. The term "development" or "development project" shall also include the erection of greenhouses, manufactured housing or structures, and structures moved into the district. "Fire protection mitigation fee" means a monetary exaction, other than a tax or special assessment, which is charged by the County of Santa Barbara to an applicant in connection with approval of a development project for the purpose of defraying all or a portion of the cost of public facilities related to the development project, but does not include fees specified in § 66477 of the California Government Code, fees for processing applications for governmental regulatory actions or approvals, or fees collected under development agreements adopted pursuant to Article 2.5 (commencing with § 65864) of Chapter 4, Division 1, Title 7 of the California Government Code.
"Fire apparatus" includes, but is not limited to, fire trucks, brush trucks, utility vehicles, water tenders, bulldozers, paramedic rescue vehicles and paramedic ambulances. "Fire equipment" includes, but is not limited to, ladders fittings, hoses and tools. "Public facilities" includes, for purposes of this article, such public improvements, including buildings and structures, public services and community amenities, including but not limited to fire apparatus and fire equipment, as may be needed by the Carpinteria-Summerland Fire Protection District to meet its statutory and other obligations to the public.
"Structure" means anything constructed or erected, the use of which requires location on the ground, or attachment to something having location on the ground, excluding mobilehomes located in a mobilehome park.
(Ord. No. 3878, § 1; Ord. No. 4494; Ord. No. 4566, § 1) Sec. 15-64. - Purpose.
The purpose of this article is to provide for the health and safety of residents of the district and to mitigate the impacts caused by new development within the district on the district's ability to provide adequate fire protection services. In order to accomplish these purposes, certain fire protection capital improvements including buildings, structures and fire equipment and fire apparatus must be constructed or acquired by the district. The board of supervisors has determined that a fire protection mitigation fee is needed in order to finance these public facilities and to pay for the new development's fair share of the construction or acquisition costs of these public facilities. In establishing the fee described in this article, the board of supervisors has found the fee to be consistent with Santa Barbara County's general plan and, pursuant to Government Code Section 65913.2, has considered the effects of the fee with respect to the county's housing need as established in the housing element of the general plan. The board of supervisors further finds that the fees established by this article are based upon an analysis of existing land use and zoning, they do not exceed the reasonable cost of providing fire protection public facilities occasioned by development projects within the district, and they relate rationally to the reasonable cost of providing fire protection public facilities occasioned by development projects within the district. (Ord. No. 3878, § 1; Ord. No. 4494; Ord. No. 4566, § 1) 227
Sec. 15-65. - Establishment and imposition of development impact fees and pro-viding for their adoption by resolution of the board of supervisors.
(a) A fire protection mitigation fee is hereby established and imposed on all development within the district to pay for public facilities necessary for the district to provide fire protection services. Such facilities include, but are not limited to, fire equipment, fire apparatus, buildings, structures, and other improvements.
(b) The board of supervisors shall, from time to time adopt, after noticed public hearing, a resolution setting forth specific fire protection mitigation fees. In adopting the resolution, the board shall: (1) identify the purpose of the fee; (2) identify the use to which the fee is to be put, consistent with subsection (a)(2) of Section 66001 of the Government Code; (3) determine a reasonable relationship between the fee's use and the type of residential development project on which the fee is imposed; (4) determine how there is a reasonable relationship between the need for the public facility and the type of development project on which the fee is imposed; and (5) establish a schedule of fees. (c) Any person who, after the effective date of the ordinance codified in this article, seeks to develop land within the Carpinteria-Summerland Fire Protection District as defined herein by applying for a building permit is required to pay a fire protection mitigation fee. (d) The fees required by this article shall be paid prior to the issuance of a building permit for each development project. With regard to mobilehome parks, the fees under this article are due at the time the mobilehome parks or additions thereto are approved for occupancy. (e) If, for any reason, a building permit is issued without the payment of the fee required by this article or written evidence establishing that the provisions of this article have otherwise been satisfied, the applicant shall remain liable for payment of the fee to the Carpinteria-Summerland Fire Protection District.
(Ord. No. 3878, § 1; Ord. No. 4494; Ord. No. 4566, § 1) Sec. 15-66. - Segregation and use of funds.
Fees collected pursuant to this article shall be deposited in an interest bearing capital trust account established solely for Carpinteria-Summerland Fire Protection District fees. This capital trust account shall be utilized in a manner to avoid commingling with the district's other funds. Any interest income earned on a specific account shall be deposited back in that account. The funds in such account shall be expended by the district only for the purposes for which the fees were collected, which purposes shall be identified by the board of supervisors in the fee structure adopted pursuant to Article 15-65(b). (Ord. No. 3878, § 1; Ord. No. 4494; Ord. No. 4566, § 1) Sec. 15-67. - Automatic adjustment of fee structure.
(a) The fire protection mitigation fee structure shall be adjusted automatically on the first day of each fiscal year, beginning on July 1, 2006, by a percentage equal to the Engineering Cost Index as published by Engineer News Record for the preceding twelve months. The district shall provide county with the data necessary to accomplish such annual adjustments. (b) The fee structure of this article may be more specifically set and revised periodically by adoption of a resolution by the board of supervisors, with the ordinance codified in this article being considered as enabling and directive in this regard.
(Ord. No. 3878, § 1; Ord. No. 4494; Ord. No. 4566, § 1) Sec. 15-68. - Zoning utilized to compute fee.
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The approved development and/or the use associated with the development project shall be the basis for the computation of the fee required to be paid with respect to any property. Properties may be classified into categories of use such as, but not limited to, estate single family residential, detached residential, multiple family residential, mobile homes, senior assisted living, commercial lodging, retail/service/commercial/office, industrial/manufacturing uses, or institutional uses. Fees shall be computed based on such classifications, as determined by the county administrator. All fees due hereunder shall be determined and calculated by the administrator. (Ord. No. 3878, § 1; Ord. No. 4494; Ord. No. 4566, § 1; Ord. No. 4989, § I, 2-14-2017) Sec. 15-69. - Payment of fee.
(a) The fees established pursuant to this article shall be paid for the property on which a development project is proposed at the time of the issuance of any required building permit, except as otherwise provided herein. Fees imposed on residential development, however, shall be collected in accordance with the provisions of California Government Code Section 66007, as the same presently exists or may hereafter be amended from time to time.
(b) The term building permit as used in this article includes any permits required for construction, reconstruction, remodeling, moving structures into the county, and the like, such as electrical and plumbing permits, moving permits, and the like.
(Ord. No. 3878, § 1; Ord. No. 4494; Ord. No. 4566, § 1) Sec. 15-70. - Adjustment of fees for specific development projects. (a) A developer of any project subject to a fire protection mitigation fee as required in this article may apply to the board of supervisors for a reduction or adjustment to that fee, or a waiver of that fee, based upon the absence of any reasonable relationship or nexus between the impacts of the development on fire protection services and either the amount of the fee charged or the type of the facilities to be financed. The application shall be made in writing and filed with the county clerk not later than (1) ten days prior to the public hearing on the development permit application for the project, or (2) if no development permit is required, at the time of the filing of the request for a building permit.
The application shall state in detail the factual basis for the claim of waiver, reduction or adjustment.
The board of supervisors shall consider the application no later than the later of either of (a) the public hearing on the permit application, or (b) a separate hearing held within sixty days after the filing of the fee adjustment application. The decision of the board of supervisors shall be final. If a reduction, adjustment or waiver is granted, any change in use within the project shall invalidate the waiver, adjustment or reduction of the fee. The board of supervisors may, from time to time, set forth by resolution specific limitations that will apply to reductions, adjustments or waivers of fees that may be made pursuant to this section. In this regard, this article shall be considered enabling and directory. (Ord. No. 3878, § 1; Ord. No. 4494; Ord. No. 4566, § 1) Sec. 15-71. - Refund of fees paid.
(a) If construction of a development project has not commenced before the expiration of the building permit that would have enabled the applicant to proceed with construction, then a feepayer shall be entitled to a refund, without interest, of the fire protection mitigation fee paid as a condition for the issuance of such permit. The feepayer must submit an application for such a refund to the Administrator within thirty calendar days of the expiration of the permit. Failure to timely submit the required application for refund shall constitute a waiver of any right to the refund. 229
(b) In the event any fee collected pursuant to this article remains unexpended in the fund established pursuant to this article, the board of supervisors shall make the following 'findings for the fifth fiscal year following the first deposit into such account, and every five years thereafter, with respect to that portion of the fee remaining unexpended, whether committed or uncommitted: (1) identify the purpose to which the fee is to be put; (2) demonstrate a reasonable relationship between the fee and the purpose for which it was charged; (3) identify all sources and amounts of funding anticipated to complete financing of public facilities; and (4) designate the approximate dates on which such funding is expected to be deposited into the fund.
(c) The unexpended portion of the fire protection mitigation fee, and any interest accrued thereon, for which need cannot be demonstrated pursuant to this section, shall be refunded to the then current record owner or owners of lots or units of the development project or projects on a prorated basis. (d) The provisions of California Government Code § 66001(d), (e) and (f), as the same may be amended from time to time, shall apply fully to any refund of fees, and the provisions of this section 15-71 shall be subordinate to the section and shall be applied in a manner consistent therewith. (Ord. No. 4566, § 1)
Sec. 15-71.1. - Exemptions.
Any claim of exemption with respect to any fee collected pursuant to this article must be made no later than the time for application for fee adjustment in accordance with Section 15-70. The following shall be exempted from payment of the fire protection mitigation fee:
(a) Alterations, renovations or expansion of an existing residential building or structure where no additional dwelling units are created, the use is not changed, and the alteration, ' renovation, or expansion of the existing residential building or' structure does not result in the total square footage of the existing residential building or structure exceeding two thousand seven hundred square feet; provided, however, that the expansion of or ' change of use of an existing commercial or industrial building or structure shall not be exempt from the fees established in this article. For purposes of this section, "expansion" shall be defined as any increase in the enclosed floor area of the existing building or structure and "change of use" shall be defined as the initiation of a use which requires approval of a conditional use permit, development plan, zone change, or local coastal plan amendment.
(b) The replacement of a destroyed or partially destroyed or damaged building or structure with a new building or structure of the same size and use.
(Ord. No. 4566, § 1)
Sec. 15-71.2. - Credits for certain development projects. (a) New development that, through demolition or conversion, will eliminate existing development is entitled to a fee credit if the existing development is a lawful use under the Santa Barbara County Code, including a nonconforming use.
(b) New development that will replace development that was partially or totally destroyed by fire, flood, earthquake, mudslide, or other casualty or act of God, is entitled to a fee credit if the development that was partially or totally destroyed was a lawful use under the Santa Barbara County Code, including a nonconforming use, at the time, thereof.
(c) Credit for such eliminated development or development that was partially or totally destroyed (as above specified) shall be calculated by the administrator in accordance with the fee schedule set forth in the resolution to be adopted pursuant to this article. (Ord. No. 4566, § 1)
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Sec. 15-71.3. - Developer construction of fire protection public facilities. (a) "In Lieu" Fee Credits for Construction of Public Facilities. (1) A development that has been required by the county to construct or provide fire protection public facilities (or a portion thereof) as a condition of approval of a development permit may request an in-lieu credit. Upon request, an in-lieu credit of fees shall be granted for public facilities that mitigate all or a portion of the need therefore that is attributable to and reasonably related to the given development.
(2) Only costs proportional to the amount of the facilities that mitigates the need therefor attributable to and reasonably related to the given development shall be eligible for in-lieu credit, and then only against the fire protection mitigation fee.
(3) Fees required under this article shall be reduced by the actual construction costs of the public facilities that relate to said fees, as demonstrated by the applicant and reviewed and approved by the administrator, all consistent with the provisions of subsections (1) and (2) of this section 15- 74(a). Subject to the applicable provisions of subsection (b) of this section, if the cost of the facilities is greater than required relevant fees, this article does not obligate the county to pay the applicant the excess amount.
(4) An amount of in-lieu credit that is greater than the specific fee required under this article may be reserved and credited toward the fire protection mitigation fee of any subsequent phases of the same development, if determined appropriate by the administrator. The administrator may set a time limit for reservation of the credit.
(5) Credits shall be calculated by the administrator in accordance with the fee schedule adopted by the board of supervisors pursuant to this article.
(b) Developer Construction of Public Facilities Exceeding Needs Related to Development Project.
Whenever an applicant is required, as a condition of approval of a development permit, to, construct any public facility (or a portion thereof) referenced in the resolution adopted by the board of supervisors pursuant to this article, which facility is determined by the board of supervisors to exceed the need therefor attributable to and reasonably related to the given development project, a reimbursement agreement with the applicant and a credit 'against the specific relevant fee that would otherwise be charged pursuant to this article on the development project shall be offered. The credit shall be applied with respect to that portion of the public facility that is attributable to and reasonably related to the need therefor caused by the development, and shall be determined, administered and processed in accordance with and subject to the provisions of this article. The amount to be reimbursed shall be that portion of the cost of the public facility that exceeds the need attributable to and reasonably related to the given development. The reimbursement agreement shall contain terms and conditions mutually agreeable to the applicant and the County of Santa Barbara, and shall be approved by the board of supervisors.
(c) Site-Related Improvements. Credit shall not be given for site-related improvements that are specifically required by the project in order to serve it and that do not constitute public facilities as defined in this article.
(d) Determination of Credit. The developer seeking credit and/or reimbursement for construction or acquisition of public facilities shall submit such documentation, including without limitation engineering drawings, specifications, and construction cost estimates, and utilize such methods as may be appropriate and acceptable to the county administrator to support the request for credit or reimbursement. The administrator shall determine credit for construction of public facilities based upon either the applicant's cost estimates or upon alternative engineering criteria and construction cost estimates if it is determined that such estimates submitted by the applicant are either unreliable or inaccurate. The administrator shall determine which public facilities, if any, are eligible for credit or reimbursement.
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(e) Time for Making Claim for Credit. Any claim for credit must be made not later than the date when the applicant applies for a building permit for the development. Any claim not so made shall be deemed waived.
(f) Transferability of Credit. Credit shall not be transferable from one project or development to another without the approval of the board of supervisors.
(g) Appeal of Determinations. Determinations made by the administrator pursuant to the provisions of this section may be appealed to the board of supervisors by filing a written request, together with any fee established by the board of supervisors, within ten calendar days of the determination of the administrator.
(Ord. No. 4566, § 1)
Sec. 15-71.4. - Annual review.
(a) Except in the first year following adoption by the board of supervisors of the fee structure in accordance with Section 15-65, the district, on an annual basis, no later than sixty days following the end of each fiscal year, shall submit a report to the board of supervisors identifying the balance of fees in the fund or account reserved for the use of the district; the public facilities constructed or acquired; and the public facilities to be constructed or acquired. In preparing the reports, the administrator shall adjust the estimated costs of the public facilities in accordance with the Engineering Construction Cost Index as published by Engineering News Record for the elapsed time period from the first day of the fiscal year or the date that the cost estimate was developed. (b) At a noticed public hearing, the board of supervisors shall review estimated costs of the public facilities described in the reports, and the continued need for these facilities. The board of supervisors may revise the fire protection mitigation fee to include additional projects not previously identified as being needed, provided that such revisions comply with the provisions of this article and California Government Code § 66001.
(c) The report prepared by the Administrator and its review by the board of supervisors as well as any findings thereon, shall be subject to the provisions of California Government Code § 66006, to the extent applicable.
(Ord. No. 4566, § 1)
Sec. 15-71.5. - California state law.
The provisions of this article and any resolution adopted pursuant hereto shall at all times be subject and subordinate to the provisions of Chapter 5 (commencing with Section 66000), Division 1, of Title 7 of the California Government Code, as the same presently exist or may hereafter be amended from time to time, to the extent the same are applicable. In the event of any applicable conflict between the provisions of this article and the state law, the latter shall control. (Ord. No. 4566, § 1)
Sec. 15-71.6. - Superseding provisions.
The provisions of this article and any resolution adopted pursuant hereto shall supersede any previous ordinance or resolution to the extent the same is in conflict herewith. (Ord. No. 4566, § 1)
Article IIIB. - Reserved[4]
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Secs. 15-72—15-79.10. - Reserved.
Article IIIC. - Reserved[5]
Secs. 15-79.20—15-79.37. - Reserved.
Article IV. - Reserved[6]
Secs. 15-80 through 15-99. - Reserved.
Article V. - Fees
Sec. 15-100. - Applicability of article.
The fees set forth in this article shall be applicable to the corresponding inspection services provided by the Santa Barbara County Fire Department.
(Ord. 3788; Ord. No. 4704, §§ 1, 2, 1-27-2009; Ord. No. 4870, §§ 1, 2, 12-10-2013; Ord. No. 4986, §§ 1, 2, 12-6-2016)
Sec. 15-101. - Fee schedule.
The fees contained in this section are based on the average amount of staff time required for inspection, processing and issuance of each permit type. (a) Operational Permits.
Permit Type Fee
105.5.1 Additive Manufacturing
105. 5.2 Aerosol products $99.00
105.5.3 Amusement buildings (1-3)
1. 50-100 occupants $99.00
2. 101-300 occupants 149.00
3. Over 300 occupants 198.00
105.5.4 Aviation facilities $149.00
105.5.5 Carnivals and fairs (1-3)
1. 50-100 occupants $99.00
2. 101-300 occupants $149.00
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3. Over 300 occupants $279.00
105.5.6 Cellulose nitrate film $198.00
105.5.7 Combustible dust-producing operations $99.00
105.5.8 Combustible fibers $99.00
105.5.9 Compressed gases $99.00
105.5.10 Covered and open mall buildings $149.00
105.5.11 Cryogenic fluids $99.00
105.5.12 Cutting and welding $99.00
105.5.13 Dry cleaning $99.00
105.5.14 Energy Storage Systems
105.5.15 Exhibits and trade shows $274.00
105.5.16 Explosives $206.00
105.5.17 Fire hydrants and valves
105.5.18 Flammable or combustible liquids
1. Pipeline $137.00
2. To store Class I liquids >5 in, >10 out $99.00
3. To store Class II or III-A liquids >25 in, >60 out $99.00
5. Removal of Class I or II liquids from UST CUPA fees apply *
6. To install, construct, alter or operate equipment, tanks, plants, terminals, wells, refineries, etc. $1,370.00
7. To place temporarily out of service a tank
UST CUPA fees apply *
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AST — less than 1,320 gallons $137.00
AST — equal to or greater than 1,320 gallons $548.00
8.To change tank content type CUPA fees apply *
9. To manufacture, process, blend or refine Actual cost (Sec. 15- 102)
10. Dispensing into fuel tanks of motor vehicles $99.00
11. Dispensing from tank vehicles to motor vehicles $99.00 105.5.18.6.1 To maintain non-operational petroleum facilities 105.5.19 Floor finishing $99.00
105.5.20 Fruit and crop ripening $99.00
105.5.21 Fumigation and insecticidal fogging $198.00
105.5.22 Hazardous materials (see Groups 1—4 below)
Group 1 (see below) $99.00
Group 2 (see below) $198.00
Group 3 (see below) $248.00
Group 4 (see below) $297.00
105.5.23 HPM Facilities $198.00
105.5.24 High-piled storage $198.00
105.5.25 Hot work operations $99.00
105.5.26 Industrial ovens $274.00
105.5.27 Lumber yards and woodworking plants $149.00
105.5.28 Liquid or gas fueled vehicles or equipment in assembly buildings $99.00 235
105.5.29 LP-gas $99.00
105.5.30 Magnesium $198.00
105.5.31 Miscellaneous combustible storage $99.00
105.5.32 Mobile fueling of hydrogen-fueled vehicles
105.5.33 Motor fuel-dispensing facilities
105.5.33.1 Mobile fueling operations
105.5.34 Open burning
Burn Permit Program: (1-3 below)
105.5.34.1 Agricultural $50.00
105.5.34.2 Backyard $50.00
105.5.34.3 Fire Hazard Reduction $50.00
105.5.35 Open flames and torches $99.00
105.5.36 Open flames and candles $99.00
105.5.37 Organic coatings $99.00
105.5.38 Outdoor assembly event
105.5.39 Places of assembly (1-3 below)
1. 50—100 occupants $99.00
2. 101—300 occupants $149.00
3. over 300 occupants $198.00
105.5.42 Pyrotechnic special effects material $274.00
105.5.43 Pyroxylin plastics $198.00
105.5.44 Refrigeration equipment $99.00
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105.5.45 Repair garages and motor fuel-dispensing facilities $99.00 105.5.46 Rooftop heliports Actual cost
(Sec. 15-102)
105.5.47 Spraying or dipping $99.00
105.5.48 Storage of scrap tires and tire byproducts $149.00 105.5.49 Temporary membrane structures and tents $137.00 105.5.50 Tire re-building plants Actual cost
(Sec. 15-102)
105.5.51 Waste handling $149.00
105.5.52 Wood products $149.00
105.5.53 Lithium Batteries
105.5.54 Additional permits (SFM required)
Production facilities $137.00
Pyrotechnic and special effects $274.00
Live audiences $137.00
* Fees for these permits are covered by the Certified Unified Program Agency's (CUPA) Underground Storage Tank (UST) Program.
** Fees for these permits are covered under the land use permit fee schedule.
Group No. 1. $99.00 for any or all of the following:
1. Hazardous materials in excess of the amounts listed in Chapter 1, Table 105.6.20 and less than those listed in Groups 2.2, 2.3, 2.4, 3 & 4;
2. Cryogenic fluids, including flammables, oxidizers or corrosives (including oxygen), in excess of the amounts listed in Appendix Chapter 1, Table 105.6.10.
Exception: Group 1 does not include fuel systems of vehicles or fuel used in connection with oilburning equipment.
Group No. 2. $198.00 for any or all of the following:
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1. Any quantity of explosives, water reactive, pyrophoric or hypergolic materials, highly toxic poisons;
2. 200 cubic feet or more but less than 2,000 cubic feet at standard temperature and pressure for compressed gas;
3. 55 gallons or more but less than 550 gallons; or
4. 500 pounds or more but less than 5,000 pounds.
Group No. 3. $248.00 for any or all of the following:
1. 2,000 cubic feet or more but less than 10,000 cubic feet at standard temperature and pressure for compressed gas;
2. 550 gallons or more but less than 2,700 gallons; or
3. 5,000 pounds or more but less than 25,000 pounds.
Group No. 4. $297.00 for any or all of the following:
1. 10,000 cubic feet or more at standard temperature or pressure for compressed gas;
2. 2,700 gallons or more; or
3. 25,000 pounds or more.
(b) Construction Permits.
Permit Type Fee
105.6.1 Automatic fire-extinguishing systems See below ** 105.6.2 Compressed gases $411.00
105.6.3 Cryogenic fluids See below **
105.6.4 Emergency responder radio coverage system See below ** 105.6.5 Energy Storage Systems $274.00
105.6.6 Fire alarm and detection systems and related equipment See below ** 105.6.7 Fire pumps and related equipment See below **
105.6.8 Flammable or combustible liquids
1. To repair or modify a pipeline $274.00
2. To install, construct or alter equipment, tanks, plants, terminals, wells, refineries, etc. $1,370.00
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3. To install, alter, remove, abandon or otherwise dispose of a tank UST CUPA fees apply
*
AST—less than 1,320 gallons $274.00
AST—equal to or greater than 1,320 gallons $548.00
105.6.11 Gates and barricades across fire apparatus access roads 105.6.12 Hazardous materials (see Groups 1—4 below)
Group 1 (see below) $137.00
Group 2 (see below) $274.00
Group 3 (see below) $343.00
Group 4 (see below) $411.00
105.6.14 Industrial ovens $274.00
105.6.15 LP gas $137.00
105.6.18 Private fire hydrants See below **
105.6.19 Smoke control or smoke exhaust systems
105.6.20 Solar photovoltaic power systems $274.00
105.6.22 Spraying or dipping $274.00
105.6.23 Standpipe systems See below **
105.6.24 Temporary membrane structures, tents and canopies $137.00 * Fees for these permits are covered by the Certified Unified Program Agency's (CUPA) Underground Storage Tank (UST) Program.
** Fees for these permits are covered under the land use permit fee schedule.
Group No. 1. $137.00 for any or all of the following:
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1. Hazardous materials in excess of the amounts listed in Chapter 1, Table 105.6.20 and less than those listed in Groups 2.2, 2.3, 2.4, 3 & 4;
2. Cryogenic fluids, including flammables, oxidizers or corrosives (including oxygen), in excess of the amounts listed in Appendix Chapter 1, Table 105.6.10.
Exception: Group 1 does not include fuel systems of vehicles or fuel used in connection with oilburning equipment.
Group No. 2. $274.00 for any or all of the following:
1. Any quantity of explosives, water reactive, pyrophoric or hypergolic materials, highly toxic poisons;
2. 200 cubic feet or more but less than 2,000 cubic feet at standard temperature and pressure for compressed gas;
3. 55 gallons or more but less than 550 gallons; or
4. 500 pounds or more but less than 5,000 pounds.
Group No. 3. $343.00 for any or all of the following:
1. 2,000 cubic feet or more but less than 10,000 cubic feet at standard temperature and pressure for compressed gas;
2. 550 gallons or more but less than 2,700 gallons; or
3. 5,000 pounds or more but less than 25,000 pounds.
Group No. 4. $411.00 for any or all of the following:
1. 10,000 cubic feet or more at standard temperature or pressure for compressed gas;
2. 2,700 gallons or more; or
3. 25,000 pounds or more.
(Ord. No. 3788; Ord. No. 4704, §§ 1, 2, 1-27-2009; Ord. No. 4771, §§ 1, 2, 12-14-2010; Ord.
No. 4870, §§ 1, 2, 12-10-2013; Ord. No. 4986, §§ 1, 2, 12-6-2016) _____
Sec. 15-102. - Surcharges.
Surcharges based on actual costs will apply when, in the opinion of the fire chief, circumstances develop that require extraordinary time for issues including but not limited to special research, consultation, or numerous inspections to ensure compliance.
(Ord. No. 3788; Ord. No. 3896, § 1; Ord. No. 4704, §§ 1, 2, 1-27-2009; Ord. No. 4771, §§ 1, 2, 12-14-2010; Ord. No. 4870, §§ 1, 2, 12-10-2013; Ord. No. 4986, §§ 1, 2, 12-6-2016) Sec. 15-103. - Petroleum facility response—Cost recovery.
Petroleum facility operators shall pay a fee as specified below, for any response to their petroleum facility (and/or associated piping and wells) by the Santa Barbara County Fire Department that is caused 240
by a violation of Chapter 50 (Hazardous Material) or Chapter 57 (Flammable and Combustible Liquids) of Article 1 of Chapter 15 of the Santa Barbara County Code. There shall be no fee for the initial response to a petroleum facility in a calendar year. However, a fee of seven hundred twelve dollars shall be charged for each subsequent response to a petroleum facility in a calendar year. Additionally, if the time needed by county fire to mitigate the hazard caused by any violation exceeds two hours, the petroleum facility operator shall pay a surcharge based on county fire's actual response costs.
Exception: Offshore related petroleum facilities with conditional use permits and regulated by the county's systems safety and reliability review committee (SSRRC) are exempt from section 15-103. (Ord. No. 4704, §§ 1, 2, 1-27-2009; Ord. No. 4771, §§ 1, 2, 12-14-2010; Ord. No. 4870, §§ 1, 2, 12-10-2013; Ord. No. 4986, §§ 1, 2, 12-6-2016)
_____
Secs. 15-104 through 15-120. - Reserved.
Article VI. - Violations-Legal Actions
Sec. 15-121. - Criminal actions.
(a) Any person who violates any of the provisions of this chapter of the Santa Barbara County Code or fails to comply with any order made under this chapter or who builds in violation of any plans submitted and/or reviewed under this chapter, or who violated the provisions of any certificate or permit issued under this chapter, and/or who fails to comply with an order made under the authority of this chapter, is, for each and every such violation and noncompliance respectively, severally guilty of a crime. The offense may be filed either as an infraction or a misdemeanor at the discretion of the district attorney. (b) If filed as an infraction and upon conviction thereof, the crime shall be punishable by a fine not to exceed one hundred dollars for a first violation, a fine not to exceed two hundred dollars for a second violation of the same code provision within a period of one year, and a fine not to exceed five hundred dollars for each additional violation of the same Code provision within one year. (c) If filed as a misdemeanor and upon conviction thereof, the crime shall be punishable by a fine of not less than five hundred dollars nor more than twenty-five thousand dollars, or imprisonment in the county jail for a period not to exceed ninety days, or by both such fine and imprisonment, except that where such prior convictions, as either infractions or misdemeanors, are alleged in the accusatory pleading, and either admitted by the defendant in open court, or found to be true by a jury trying the case, or by the court in a case where guilt is established by a plea of guilty or nolo contendere, or by trial by the court sitting without a jury, the punishment shall be a fine of not less than one thousand dollars nor more than twenty-five thousand dollars, or imprisonment in the county jail for a period not to exceed one hundred eighty days, or by both such fine and imprisonment. (d) Each and every day during any portion of which any violation of this chapter or the rules, regulations, orders, or permits issued there under, is committed, continued or permitted by such person, firm, or corporation shall be deemed a separate and distinct offense. (Ord. No. 3788; Ord. No. 4494; Ord. No. 4704, §§ 1, 2, 1-27-2009; Ord. No. 4870, §§ 1, 2, 12- 10-2013; Ord. No. 4986, §§ 1, 2, 12-6-2016)
Sec. 15-122. - Civil actions.
(a) Injunctive Relief. Whenever any person, firm, or corporation has engaged in or is about to engage in any act or practice which constitutes or will constitute a violation of any provision of this chapter or any rule, regulation, order, or permit issued thereunder, the district attorney, county counsel or district counsel may make application to the Superior Court for an order enjoining such act or practice, or for 241
an order directing compliance, and upon a showing by the fire department that such person, firm, or corporation has engaged in or is about to engage in any such act or practice, a permanent or preliminary injunction, temporary restraining order, or other order may be granted. (b) Abatement. In the event that any person, firm, or corporation shall fail to abate a violation hereunder after notice of same and opportunity to correct or end the violation, the district attorney, county counsel or district counsel may apply to the Superior Court of this county for an order authorizing the fire department to undertake those actions necessary to abate the violation and requiring the violator to pay for the costs of such undertaking.
(Ord. No. 3788; Ord. No. 4494; Ord. No. 4704, §§ 1, 2, 1-27-2009; Ord. No. 4870, §§ 1, 2, 12- 10-2013; Ord. No. 4986, §§ 1, 2, 12-6-2016)
Sec. 15-123. - Civil remedies and penalties.
(a) Civil Penalties. Any person, whether acting as principal, agent, employee, or otherwise, who willfully violates any of the provisions of this chapter or any rule, regulation, order or permit issued thereunder, shall be liable for a civil penalty not to exceed twenty-five thousand dollars for each day that the violation continues to exist.
(b) Costs and Damages. Any person, whether as principal, agent, employee or otherwise, violates any of the provisions of this chapter or the rules, regulations, order or permits issued thereunder, shall be liable to the County of Santa Barbara for the costs incurred and the damages suffered by the county, its agents, and agencies as a direct and proximate result of such violation(s). (c) Procedure. In determining the amount of the civil penalty to impose, the court shall consider all relevant circumstances, including, but not limited to, the extent of the harm caused by the conduct constituting a violation, the nature and persistence of such conduct, the length of time over which the conduct occurred, the danger to public health and safety, the corrective action, if any, taken by the defendant and the assets, liabilities, and net worth of the violator(s). (Ord. No. 3788; Ord. No. 4494; Ord. No. 4704, §§ 1, 2, 1-27-2009; Ord. No. 4870, §§ 1, 2, 12- 10-2013; Ord. No. 4986, §§ 1, 2, 12-6-2016)
Sec. 15-124. - Cumulative remedies and penalties.
The remedies or penalties provided by this section are cumulative to each other and to the remedies or penalties available under all other laws of this state. (Ord. No. 3788; Ord. No. 4494; Ord. No. 4704, §§ 1, 2, 1-27-2009; Ord. No. 4870, §§ 1, 2, 12- 10-2013; Ord. No. 4986, §§ 1, 2, 12-6-2016)
Sec. 15-125. - Citations—Enforcement procedures.
Personnel assigned to the bureau of fire prevention may be guided by the operating procedures as outlined in the 2019 CFC, Chapter 1, Section 110 Violations. (Ord. No. 3788; Ord. No. 4494; Ord. No. 4704, §§ 1, 2, 1-27-2009; Ord. No. 4771, §§ 1, 2, 12- 14-2010; Ord. No. 4870, §§ 1, 2, 12-10-2013; Ord. No. 4986, §§ 1, 2, 12-6-2016) Article VII. - Fire Department Administration of Hazardous Materials/Wastes Laws Sec. 15-126. - Fire department enforcement.
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The Santa Barbara County Fire Department shall be vested with such powers, functions, duties and responsibilities with respect to hazardous materials, hazardous substances and hazardous wastes set forth in this article VII. Any references or similar references in any law for the regulation of hazardous materials, hazardous substances or hazardous wastes to "administering agency," "local enforcement agency," "local agency," "local public officer," "health officer" or "local health officer" or similar phrase, which references are intended to mean or to identify the local agency designated to administer, implement and/or enforce said law, shall mean the Santa Barbara County Fire Department for purposes of this article VII. (Ord. No. 4215, § 1; Ord. No. 4494)
Sec. 15-127. - Transfer of authority.
The administration, application, implementation and enforcement of various federal and state laws and regulations and local ordinances on the control and regulation of hazardous materials, hazardous substances and hazardous wastes are hereby transferred out of the environmental health services division of the Santa Barbara County Department of Health Care Services (hereinafter "environmental health services"), and into the Santa Barbara County Fire Department (hereinafter "Fire Department"). (Ord. No. 4215, § 1; Ord. No. 4494)
Sec. 15-128. - Successor of authority.
(a) The Fire Department succeeds to and is vested with the duties, purposes, responsibilities and jurisdiction, imposed by law or contract or memoranda, heretofore exercised by environmental health services, health officers, local health officers or county health departments as defined in state law and the Santa Barbara County Code and ordinances as they relate to hazardous materials, hazardous substances and hazardous wastes, including, but not limited to, the following state laws, together with their implementing regulations, and the following provisions of the Santa Barbara County Code and ordinances:
(1) Chapter 6.95 (Hazardous Materials Release Response Plans and Inventory), §§ 25500 et seq., of division 20 of the Health and Safety Code;
(2) Chapter 6.7 (Underground Storage of Hazardous Substances), §§ 25280 et seq., of division 20 of the Health and Safety Code;
(3) Chapter 6.75 (Petroleum Underground Storage Tank Cleanup), §§ 25299.10 et seq., of division 20 of the Health and Safety Code;
(4) Chapter 6.5 (Hazardous Waste Control), §§ 25100 et seq., of division 20 of the Health and Safety Code;
(5) Chapter 6.11 (Unified Hazardous Waste and Hazardous Materials Regulatory Program), §§ 25404 et seq., of division 20 of the Health and Safety Code; (6) Chapter 6.65 (Unified Review of Hazardous Materials Release Sites), §§ 25260 et seq., of division 20 of the Health and Safety Code;
(7) Chapter 6.67 (Aboveground Storage of Petroleum), §§ 25270 et seq., of division 20 of the Health and Safety Code;
(8) Chapter 6.8 (Hazardous Substance Account), §§ 25300 et seq., of division 20 of the Health and Safety Code;
(9) Article III (Hazardous Materials Storage Ordinance), §§ 18-21 et seq., of chapter 18 of the Santa Barbara County Code;
(10) Article IV (Hazardous Waste Generator Ordinance), §§ 18-30 et seq., of chapter 18 of the Santa Barbara County Code; and
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(11) Article VI (Reporting Requirements), §§ 18-41 et seq., of chapter 18 of the Santa Barbara County Code.
(b) Chapter 6.6 (Safe Drinking Water and Toxic Enforcement Act of 1986), §§ 25249.5 et seq., of division 20 of the Health and Safety Code; and article VII (Monitoring), §§ 18-49 et seq., of chapter 18 of the Santa Barbara County Code, are excluded and excepted from the transfer of authority of hazardous materials, substances, and wastes laws and regulations to the Fire Department. (Ord. No. 4215, § 1; Ord. No. 4494)
Sec. 15-129. - Local health officer.
Whenever, in any statute, rule, regulation, resolution, order or Santa Barbara County Code or ordinance a power is granted to or a duty is imposed upon the Santa Barbara County Health Department or upon environmental health services or upon the county health officer or health officer or local health officer pertaining to hazardous materials, hazardous substances and/or hazardous wastes and/or to regulatory programs transferred by the board of supervisors pursuant to this article VII, such powers and duties shall thereafter be administered, applied, implemented and enforced by the Fire Department. (Ord. No. 4215, § 1; Ord. No. 4494)
Sec. 15-130. - Power and duties of county health officer. (a) Nothing contained herein shall be deemed to limit or otherwise restrict the Santa Barbara County health officer during a state of emergency as provided in Health and Safety Code section 1158. (b) The Santa Barbara County health officer shall also retain such authority as is necessary to meet all state and local requirements and responsibilities relating to the protection of public health set forth in section 452 of the Health and Safety Code other than those requirements and responsibilities transferred pursuant to this article VII to the Santa Barbara County Fire Department. (Ord. No. 4215, § 1; Ord. No. 4494)
Sec. 15-131. - Fees.
The fee resolutions for environmental health services for the regulation of hazardous materials/substances/wastes that are effective on the date of the adoption of this article VII shall remain in effect. The Fire Department shall administer and implement said fee resolutions and collect the fees authorized by said resolutions until such time as said resolutions are superseded by fee resolutions that are hereafter adopted by the board of supervisors for the Fire Department's implementation of this article VII.
(Ord. No. 4215, § 1; Ord. No. 4494)
Sec. 15-132. - Violations—Legal actions.
Article VI, §§ 15-121 et seq., of Chapter 15 of the Santa Barbara County Code shall not apply to this article VII. The respective enforcement provisions for each of the programs transferred to the Fire Department pursuant to this article VII shall be those that are set forth in each respective program so transferred.
(Ord. No. 4215, § 1; Ord. No. 4494)
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Article VIII. - Reserved[7]
Footnotes:
--- (7) ---
Editor's note— Art. VIII, § 15-133, was repealed on the effective date of Ord. No. 4704, §§ 1 and 2, adopted Jan. 27, 2009. Art. VIII, § 15-133, pertained to fireworks and derived from § 1 of Ord. No. 4676.
Now see Article I.
Sec. 15-133. - Reserved.
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CITY COUNCIL STAFF REPORT
AGENDA ITEM 6.a
Meeting Date: June 12, 2023
SUBJECT: Discussion and possible action to approve Ad Hoc Finance Committee recommendations for Human Services Grant Funding and approve midcycle budget modifications for fiscal year 2023-2024.
PREPARED BY: Wendy Berry, Director of Administrative Services DISCUSSION: On June 27, 2022, City Council adopted a biennial budget for fiscal years 2022-2023 and 2023-2024. The City is now approaching its second year of the two-year budget. The two-year budget is revisited after the first year to allow staff and City Council to revise the budget to reflect the evolving needs of the City while maintaining alignment with the approved budget and priorities in the departmental work programs. Once the City Council provides direction for the revisions and determines the amounts for the agency grant funding, staff will bring back the final budget for approval at the June 26, 2023 City Council meeting. The FY 23/24 revisions include mandatory and required adjustments to reflect ongoing contract commitments and agreements, services, supplies, insurance premiums, and contracted services for police.
In April, staff reviewed the budget to actual with each department and determined if adjustments were needed.
On May 12, 2023, staff met with the Ad Hoc Finance Committee to review the Human Services Grant Funding applications. The Committee recommended the funding for Elverhoj, SYV Rotary, Solvang Chamber of Commerce, Solvang Danish Days, and Solvang Theaterfest should be included in the Marketing budget. Staff also reviewed the updated revenue and expenditures, along with updates to the projected fund balances.
On June 1, 2023, staff met again with the Ad Hoc Finance Committee and the Committee recommended funding all applicant requests with a reduction to the Chamber of Commerce and Solvang Theaterfest. If the full Council approves, Solvang Chamber of Commerce would receive up to $40,000 (upon providing receipts for the maps), Solvang Danish Days up to $50,000 (also upon providing receipts), SYV Rotary up to $25,000 (upon providing receipts), Bethania Food Distribution up to $10,000 (upon providing receipts food purchases), Solvang Theaterfest would receive $50,000, SYV Veggie Rescue, Solvang Senior Center, Atterdag at Home, People Helping People, and SYV Therapeutic Riding Academy would remain the same as requested. A summary is provided in Table 1 below.
Table 1
Requestor Original Requested
Amount
Amount Proposed by
Ad Hoc Committee
Atterdag at Home $20,000 $20,000
SYV Veggie Rescue $15,000 $15,000
Solvang Senior Center $70,000 $70,000
SYV People Helping People $20,000 $20,000
Solvang Chamber of Commerce $100,000 $40,000
Solvang Theaterfest $100,000 $50,000
Solvang Danish Days $50,000 $50,000
SYV Therapeutic Riding $10,000 $10,000
Bethania Food Distribution $10,000 $10,000
SYV Rotary $25,000 $25,000
Total $420,000 $310,000
247
Another significant change recommended by staff is the revival of the Park and Recreation Department like the City had prior to Covid. Reinstatement of the Park and Rec Director and Recreation Clerk positions will better fulfill the needs of Solvang residents and bring programs and services back to an adequate level. As you may recall, the Park and Rec Department was fully funded pre-covid and then employees were laid off. Additionally, in fiscal year 21/22 the Public Works Department was split into Public Works and Utilities and then Parks was moved under Public Works.
Staff also recommends the HR Manager (PT benefited position) become a HR specialist position (FT) and the Accounting Tech position become an Accounting Assistant position to better serve the needs for Human Resources and Accounts Payable.
Summary of Budget Updates:
The following section summarizes the updates made to the adopted budget since it was last presented to Council on June 27, 2022. The primary changes are mostly related to the General Fund.
General Fund Revenues: The final proposed General Fund revenues for FY 23/24 are projected to be $10,260,301.00, an increase of $176,400 or 1.7% when compared to preliminary estimates provided in the approved financial plan. General Fund revenue updates include increasing overall Transient Occupancy Tax revenues and various adjustments to other categories. Table 2 is the General Fund Revenue Assumptions.
Table 2
General Fund Original Budget Revised Budget Difference
Transient
Occupancy Tax
$ 4,770,550.00 $ 4,900,000.00 $ 129,450.00
Business
Certificate
$ 40,000.00 $ 26,000.00 $ (14,000.00)
Grant Revenue $ 100,000.00 $ 150,000.00 $ 50,000.00
Special Events
Revenue
$ 11,000.00 $ 8,000.00 $ (3,000.00)
CD Interest Income $ - $ 5,000.00 $ 5,000.00
Sale of Surplus
Property
$ 4,000.00 $ - $ (4,000.00)
Rec Program
Discounts
$ (150.00) $ (400.00) $ (250.00)
Recreation Fees $ 20,000.00 $ 25,000.00 $ 5,000.00
Donations $ 1,800.00 $ - $ (1,800.00)
Grant-Recycling $ 5,000.00 $ - $ (5,000.00)
Vet's Building
Rental
$ 5,000.00 $ 20,000.00 $ 15,000.00
$ 176,400.00
Fund Revenues:
Table 3 is the Revenue by Fund Assumptions. The Measure U revenue is projected to be $1,200,000 and will be accounted for in Fund 207 even though it is considered a General Fund revenue. 248
Table 3
FUND
REVENUES Original Budget Revised Budget Difference
100 $ 10,083,901.00 $ 10,260,301.00 $ 176,400.00
200 $ 23,312.00 $ 38,095.00 $ 14,783.00
201 $ 5,050.00 $ 5,050.00 $ -
202 $ 268,487.00 $ 313,270.00 $ 44,783.00
203 $ 84,725.00 $ 84,725.00 $ -
204 $ 510,174.00 $ 515,581.00 $ 5,407.00
205 $ 220,524.00 $ 220,524.00 $ -
207 $ - $ 1,200,000.00 $ 1,200,000.00
500 $ 5,611,225.00 $ 5,590,215.00 $ (21,010.00)
501 $ 2,736,434.00 $ 2,736,434.00 $ -
502 $ 1,213,468.00 $ 1,195,428.00 $ (18,040.00)
600 $ 225,338.00 $ 225,338.00 $ -
650 $ 85,000.00 $ 85,000.00 $ -
700 $ 470,000.00 $ 470,000.00 $ -
$ 21,537,638.00 $ 22,939,961.00 $ 1,402,323.00
Expenditures by Fund: Table 4 below summarizes the updates made to the expenditures by fund.
The “difference category” includes capital expenditures. The General Fund has expense over revenue due to an increase in the Sheriff’s Contract of $531,000.00, grant funding and budgeting for professional fees to cover the vacant positions which both are included in the budget. The Water Fund has expense over revenue from Acquisition of Suspended Table A water purchase for $820,000 which gets carried over from year to year until the City has authorization to purchase the water. The Wastewater Fund has expense over revenue until the rate increases catch up with the cost of service.
The rates were increased for five years beginning in fiscal year 21/22.
Table 4
FUND
EXPENSES* Original Budget Revised Budget Difference No Capital 100 $10,260,284 $12,047,430 $1,787,146 ($622,129)
200 $10,000 $10,000 $28,095
201 $5,050 $5,050
202 $268,122 $268,122 $195,148
203 $285,000 $285,000 $49,725
204 $626,000 $626,000 $482,581
205 $221,650 $225,716 $4,066 ($5,192)
207 $1,200,000
500 $6,664,389 $7,512,236 $847,847 ($192,021)
501 $4,776,783 $4,826,248 $49,456 ($79,814)
502 $1,335,085 $1,379,844 $44,759 $30,584
600 $165,000 $187,000 $22,000 $38,338
650 $85,000
700 $480,000 $480,000 (10,000)
Total $25,097,363 $27,852,646 $2,755,283 $1,200,315
*Includes Capital
Transfers
w/o capital $2,553,275 $1,200,315 ($1,352,960)
249
General Fund Expenditures by Department: Table 5 is the General Fund expenditure increase by department which include the capital expenditures and adding a Park and Recreation Director position and the HR specialist position. Table 6 below identifies by Department, the largest expenses that are part of the $1,787,146 in the General Fund increase.
Table 5
Council $737,036
Administration $195,856
Building/Planning $168,634
Recreation $101,148
Tourism $175,666
Public Works $408,806
Total $1,787,146
Table 6
Council Sheriff Contract $531,000
Council Human Service Grant Funding $220,000
Administration Software $50,000
Building/Planning Professional Services $180,000
Recreation Reinstated Positions $154,903
Tourism Human Service Funding
+Custodial & Danish Days $249,000
Public Works Professional Services $65,000
Total $1,449,903
250
Summary of FTEs for General Fund
The chart below includes step increases and a 4% anticipated cost of living amount as a reference.
Negotiations will begin in July. The 4% increase is $136,212.85.
Summary of changes to existing Personnel
The only new positions to be added is the Park and Rec Director position. The HR Specialist position and the Accounting Assistant position are replacing the budgeted HR Manager (PT) position and the Accounting Technician position.
Adopted FY 2023-24 Revised FY 2023-24
City Manager $271,008 $285,888
Administrative Services Director $197,130 $229,632
Management Analyst $159,314 $138,336
City Clerk $186,027 $196,296
Park & Rec Director $ - $198,813
HR Manager (PT) $94,924
HR Specialist $ - $102,103
Marketing Manager $185,072 $133,673
Planning Manager $197,400 $172,244
Public Works Director/City Engineer $205,820 $198,813
Accounting Supervisor $144,729 $151,090
Maintenance Supervisor $122,635 $131,419
Assistant Planner $123,429 $125,677
Office Assistant $86,500 $81,409
Maintenance Worker II (2) $263,611 $266,465
Recreation Coordinator $91,023 $104,935
Recreation Supervisor $189,887 $187,147
Parks Maintenance I $82,832 $86,895
Accounting Technician $95,709 $0
Accounting Assistant $ - $95,505
WW Collection System Operator 5% $4,585 $4,415
Associate Engineer $123,553 $131,222
Maintenance PW Lead $90,002 $108,311
Maintenance Parks Lead $90,002 $94,991
Code Enforcement (2 PT) $63,451 $68,000
Total $3,068,643 $3,293,279
Total FTE 21.5 23
Revised Positions for FY 2023-24
POSITION SALARY & BENEFITS
251
Summary of Projected Fund Balance
The Gann (Appropriation) Limit and the revised 10-year Capital Improvement Plan (CIP) will be presented at the June 26, 2023 City Council Meeting.
ALTERNATIVES: The City Council may modify the existing revisions or deny all changes and staff will implement the approved budget from the June 27, 2022 meeting.
FISCAL IMPACT: The overall fund surplus will decrease by $1.2 million, but still remain positive of a fund balance of $1,200,315.00.
ATTACHMENTS:
A. Human Service Grant Summary
B. Human Services Grant Funding applications
C. Public Comment
D. Revised 2023-2024 Budget
General Fund Water Wastewater Transit Gov't. Impact
Fees Traffic Safety Gas Tax
100 500 501 502 200 201 202
Fund Balance as of 6/30/22 (unrestricted) $ 9,459,376.00 $ 7,290,226.00 $ 1,103,657.00 $ 1,870,019.00 $ 1,531,507.00 $ 3,497.00 $ 91,544.00 FY 22-23 (Current Budget)
+Revenues $ 11,502,833.00 $ 5,302,270.00 $ 2,363,378.00 $ 1,213,468.00 $ 23,312.00 $ 5,050.00 $ 268,487.00 -Expenditures $ 10,708,909.00 $ 5,906,285.74 $ 2,530,178.00 $ 1,129,289.73 $ 10,000.00 $ 5,050.00 $ 118,122.00 Capital Expenses $ 3,823,845.00 $ 1,310,991.00 $ 1,242,367.00 $ 390,000.00 $ - $ 250,000.00 - $ Budgeted Fund Balance as of 6/30/23 $ 6,429,455.00 $ 5,375,219.26 $ (305,510.00) $ 1,564,197.27 $ 1,544,819.00 $ 3,497.00 $ (8,091.00) FY 23-24 (preliminary)
+Revenues $ 10,260,301.00 $ 5,590,215.00 $ 2,736,434.00 $ 1,195,428.00 $ 38,095.00 $ 5,050.00 $ 313,270.00 -Expenditures $ 10,882,429.96 $ 5,782,235.92 $ 2,816,247.70 $ 1,164,844.01 $ 10,000.00 $ 5,050.00 $ 118,122.00 Capital Expenses $ 1,165,000.00 $ 1,730,000.00 $ 2,010,000.00 $ 215,000.00 $ - $ 150,000.00 - $ Projected Fund Balance as of 6/30/24 $ 4,642,326.04 $ 3,453,198.34 $ (2,395,323.70) $ 1,379,781.26 $ 1,572,914.00 $ 3,497.00 $ 37,057.00 Local
Transportation Measure A Skytt Mesa Measure U Vehicle Equipment Pool OPEB Trust Fund SYV TBID 203 204 205 207 600 650 700
Fund Balance as of 6/30/22 (unrestricted) $ 367,730.00 $ 968,632.00 $ 408,233.00 $ 1,277,764.00 - $ $ 1,046,065.00 $ 86,887.43 FY 22-23 (Current Budget)
+Revenues $ 84,725.00 $ 467,346.00 $ 220,524.00 $ 225,338.00 - $ $ 85,000.00 $ 470,000.00 -Expenditures $ 35,000.00 $ 33,000.00 $ 240,047.68 $ 325,000.00 - $ $ 480,000.00 Capital Expenses $ 949,223.00 - $
Budgeted Fund Balance as of 6/30/23 $ 417,455.00 $ 453,755.00 $ 388,709.32 $ 1,178,102.00 - $ $ 1,131,065.00 $ 76,887.43 FY 23-24 (preliminary)
+Revenues $ 84,725.00 $ 515,581.00 $ 220,524.00 $ 1,200,000.00 $ 225,338.00 $ 85,000.00 $ 470,000.00 -Expenditures $ 35,000.00 $ 33,000.00 $ 225,716.09 $ 187,000.00 - $ $ 480,000.00 Capital Expenses $ 250,000.00 $ 593,000.00
Projected Fund Balance as of 6/30/24 $ 217,180.00 $ 343,336.00 $ 383,517.23 $ 1,200,000.00 $ 1,216,440.00 $ 1,216,065.00 $ 66,887.43 FUND
FUND
252
CITY OF SOLVANG
HUMAN SERVICES GRANT FUNDING
POLICIES and PROCEDURES
The Solvang City Council recognizes the importance of the human services and programs and organizations that serve community residents. As part of the annual budget process and financial plan development, the City Council may consider appropriation of such funds as it deems prudent and reasonable to award grants to non-profit community service organizations.
Policy
A. Non-Profit / Not for Profit. Tax-exemption is the result of a nonprofit organization being recognized by the IRS as being organized for any purpose allowable under 501(c)(3) – 501(c)(27).
B. Grants Shall Not be available to organizations who intend to directly or indirectly act as a conduit to provide grant funding to other organizations.
C. The City will prioritize funding for Solvang citizen services, senior citizen services, Veterans, youth and minors with disabilities.
D. City grant funds Shall Not be used by the agency for administrative/overhead types of costs.
E. Applicants must be in good standing with the IRS, FTB and current with their registration with the Attorney General / Department of Justice.
F. Applicants agree to sign the City’s Standard Grant Agreement, abide by all conditions and requirements, and shall present a report of a detailed accounting of how the funds were spent.
G. Applicants will provide three years of financial statements, if available.
Procedures
A. The application period for Organizations wishing to apply for grant funds will be opened on February 1, 2023 and deadline to apply will be March 31, 2023. In addition to the completed Application, Applicants are to provide the last three most recent 990’s filed with the IRS.
Completed applications may be subsidized with additional information regarding the Organization and their programs. Email applications to [email protected] or deliver to City Hall (1644 Oak Street, Solvang, CA 93463)
B. Staff will review applications for completeness and qualifications based upon grant program parameters and will provide the Council with analysis whether the grant applications qualify under this program.
C. Copies of all funding applications received will be provided to all City Council members and will be considered by Council as part of the budget adoption hearing and will be a public record.
Attachment B
253
D. A representative from the requesting organization must be available for questions from City staff and/or City Council related to their grant funding application and must attend and present at the annual City budget hearing. Following adoption of the annual City budget and execution of City standard Grant Funding Contract with the City, the City will disburse approved funds within 30 days.
CITY OF SOLVANG
HUMAN SERVICES GRANT FUNDING
APPLICATION
1. Legal Organization/Agency Name and dba if applicable: ATTERDAG AT HOME, INC.
2. Total funding request: $20,000.00
3. Contact Person Name, Title within the Organization, Email and phone number:
Karen Brown, Director [email protected] (805) 350-8478
4. Mailing Address: 636 Atterdag Road, Solvang, CA 93463
5. Physical Address: 636 Atterdag Road, Solvang, CA 93463
6. Organization’s purpose? Goals and objectives?
The purpose of the Atterdag at Home program is to provide services to low- income seniors (as well as veterans, and the handicapped) allowing them to remain secure and supported in their own homes. “Neighbors helping neighbors age in place” is the mission statement of Atterdag at Home. Our tagline is “Helping seniors stay connected and supported.” The goal of Atterdag at Home, Inc. is to support a fragile population within the Solvang area through hot nutritious meals (at reduced or no cost) Monday-Friday, year- round, and much needed social support. Over 220 dedicated volunteers who deliver Meals on Wheels are essential to the success of the program. Our devoted volunteers have become in tune with those to whom they deliver meals. The volunteers know their recipient’s habits and report back to the Director with any concerns for the seniors’ well-being or unmet needs.
Two years ago, Atterdag at Home implemented a “Brown Bag Breakfast” to our Meals on Wheels program for additional weekend nutrition. A team of volunteers assembles close to 400 bags a month with nutritious staples, including healthy cereal, muffin or breakfast cake, fresh fruit, and milk, together with an inspirational message that brightens the senior’s day and helps them feel more connected and supported. Atterdag at Home collaborates with a local nonprofit, Veggie Rescue, who helps supplement Valley seniors’ meals on wheels when there is an over-abundance of fruit available.
254
7. Program of the funding request? Provide a detailed accounting of what specific program the granted funds will be used for?
a) For the purchase of food for our Meals on Wheels Program. Through the Meals on Wheels Program, homebound seniors receive hot nutritious meals (at reduced or no cost) MondayFriday, year-round including Thanksgiving and Christmas. In 2022 we served 23,791 meals. In the first two months of 2023, we served 3,678 meals.
b) Brown Bag Breakfast- Cereal, muffin or breakfast cake, fresh fruit, and milk, delivered with Friday’s meal for nutritional weekend support for those homebound seniors taking medication.
c) Atterdag at Home, Inc. Programs – including minor home repairs; light yard work; meal assistance; errands; transportation; watering plants and gardening; pet visits; professional referrals; social visits; reading to clients; computer/phone assistance. d) Social interaction – week-day check-ins by caring volunteers who have come to know these seniors well and report back to the AAH Director if they feel the senior has unmet needs or is in need or needs medical attention.
8. How many Solvang residents will be impacted by the proposed use of the grant funds? We estimate over 194 Solvang Residents will be impacted by the proposed use of these grant funds. Although COVID-19 cases appear to be decreasing the demand for our Meals on Wheels and services remains steady.
9. What is the organization’s total budget? $233,970.00
10. What are the sources of revenue for your organization? How are you funded? Atterdag at Home, Inc. is funded by grants, private contributions, and meal revenue. 255
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Short Form
Form 990-EZ Return of Organization Exempt From Income Tax Under section 501(c), 527, or 49 47(aX1) of the Internal Revenue Code (except private foundations)
OMS No. 154 5-004 7
2020
► Do not enter social security numbers on this form, as it may be made public.
Department of the Treasury
Internal Revenue Service ► Go to www.lrs.gov/Fonn990EZ for instructions and the latest information.
A For the 2020 calendar year, or tax year beginning , 2020, and ending B Check if applicable: C D Employer Identification number D Address change
D Name change ATTERDAG AT HOME, INC 81-2961607
D Initial return 636 ATTERDAG RD
SOLVANG, CA
E
93463
Telephone number
D final retum/lerminated (805) 688-3263
0 Amended return F Group Exemption
0 Application pending Number ►
G Accounting Method: IBJ Cash O Accrual Other (specify) ► H Check ► D if the organ zat i on i is not I Website: ► N/A requ red i to attach Schedule B
J Tax-exempt status (check only one) - � 501(c)(3) □ SOl(c) ( ) ◄(insert no.) D 4947(a)(I) or 0 527 (Form 990, 990-EZ, or 990-PF).
K Form of organ zation: i LJ Corporation lJ Trust lJ Association lJ Other L Add lines 5b, 6c, and 7b to line 9 to determ ne i gross receipts. If gross rece pts i are $200,000 or more, or f i total assets (Part II, column (8)) are $500,000 or more, file Form 990 instead of Form 990-EZ ....................... ► $ 194,514. l':P:id)!tN Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I) Check if the organization used Schedule O to respond to any quest on i in this Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Q)
:,
C:
Q)
>
Q)
,,,
al
z
1 Contributions, gifts, grants, and similar amounts received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 19 4 4 3 8 • 2 Program serv ce i revenue including government fees and contracts. . . . . . . . . . . . . • • . . . . . . . . . . . . . . . . . . . . . t2 -
,r-------- 3 Membership dues and assessments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • . . . . . . . 3 4 Investment ncome i ....................... .
t-4
.,-,r--------
76. 5 a Gross amount from sale of assets other than inventory. . . . . . . • . . • . . . . . . . . . . 5 ta ::-:--,r-----------1
b Less: cost or other basis and sales expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 b '-----''---------;
c Ga n i or (loss) from sale of assets other than inventory (subtract line Sb from line Sa) ............................. . 6 Gaming and fundraising events:
a Gross income from gaming (attach Schedule G f i greater than $15,000) . . . . . 6 a .____,,...__....,...,,,--:,-------j: b Gross income from fundrais ng i events (not ncluding i $ of contributions from fundraising events reported on line 1) (attach Sched_u_l _e -:
G
,-,-fi
-c
th
-
e-su_m __ _
of such gross income and contributions exceeds $15,000). . . . . . . . . . . . 6 b c Less: direct expenses from gaming and fundraising events. . . . . . . . . . . . . . . . .
J--:--6 c
t-------- ,___..__ ______ _ d Net income or {loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c) ........................ _ .......... . .. . . . .. . . . . .......... .. . . . . . 6d 7 a Gross sales of inventory, less returns and allowances . t--;-:i-----------1 �
,
':ll
,
%
}�
;;;:
:�
t--------
b Less: cost of goods sold ........................ .
c Gross prof t i or (loss) from sales of inventory (subtract line 7b from line 7a) ........................ . 7 c 8 Other revenue (describe in Schedule 0) ....... _ ................................................ . 8 9 10
11 12
13 14
15 16
17 18
19 Total revenue. Add lines I, 2, 3, 4, 5c, 6d, 7c, and a............................. . . . . . . . . . . . . . . . . . ► 9 194 514.
Grants and similar amounts paid (list in Schedule 0) ......................... _. . . • . . . . . . . . . . . . . . . . . . 10 r--1r---------
8 en e fits paid to or for members ................................................................... 1---::--:--1------- 11 - Salaries, other compensation, and employee benefits... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 1---::--t---------
Professional fees and other payments to independent contractors............................. 1--t------'-=..L.-=...c'---=-'--- 13 71 800.
Occupancy, rent, utilities, and maintenance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 1--1--------- P r nti n i g, publications, postage, and sh pping i ......... _........................... . . . . . . . . . . . . . . . . . . . 15 . · SEE SCHEDULE O t---:------t-------
Other expenses {describe 1n Schedule 0)...... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 99 615.
Total expenses. Add lines 10 through 16 ......................................................... ►'"""17=--i---------,-1 -=
7,...,1_41,.. 5'"'=--.
Excess or (deficit) for the year (subtract line 17 from line 9) .......................................... 1-=mmr----"'-'--'---'"""-''--'-- 18 23 099.
Net assets or fund balances at beg nning i of year (from line 27, column (A)) (must agree with end-of-year tt:;;q, figure reported on prior year's return) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 115 2 7 6 • 20 Other changes in net assets or fund balances (expla n i n i Schedule 0) ...... S_�E .. �qi_�DUL_ _E. Q. . . . . t-2=-=o------t--- -�-9-0.- 21 Net assets or fund balances at end of year. Combine lines 18 through 20 ......................... . ► 21 138 465.
BAA For Paperwork Reduction Act Notice, see the separate instructions. Form 990-EZ (2020) TEEA08 t 2L 10/26/20
291
Form 990-EZ (2020) ATTERDAG AT HOME, INC
!:Bljt:jffi Balance Sheets (see the instructions for Part II) 81-2961607 Page2
22 23
24 25
26 27
Check if the orqanization used Schedule O to respond to any question in this Part II ..
Cash, savings, and investments ...........•.•.......... . . . . ...... .. . .. ' .. ' ........
Land and buildings ....... .... ' ...................... ................... ' . ......
Other assets (describe in Schedule 0) .................. ............ ' ...... . . . . . . .
Total assets . .................................................... ... ' .. ' ...... ' Total liabilities (describe in Schedule 0) ........ - ... , .... ' .. ' ..... . . .. . . . , , .... ' Net assets or fund balances (line 27 of column (8) must agree with line 21) .... . .. . . . ' tR��JilMI Statement of Program Service Accomplishments (see the instructions for Part Ill) . . . . . . . . . . . ' ............. '. '. ' ....... '.' . □ (A) Beginning of year I
(B) End of year
115.276 . 22 138.465.
23 24
115,276. 25 138.465.
0 26 0.
115.276. Z7 138.465.
Expenses
Check if the organization used Schedule Oto respond to any question in this Part Ill .............. � (Required for section 501 What is the organization's primary exempt purpose? SEE SCHEDULE 0 (c)(3) and 501 (c)(4) Describe the organization's program service accomplishments for each of its three lar� est program services, as
measured by expenses. In a clear and concise manner, describe the services provide , the number of persons organizations; optional
for others.)
benefited, and other relevant information for each program title. 28 29
30 31
32 TO PROVIDE IN-HOME NURSING CARE FOR THE ELDERLY _______________ ---------------------------------------------------
----s (Grants
------------------
) If this amount
-------------------
includes foreign grants, check here . . . . . . . . . . . . . . . --------
► n
---------------------------------------------------
---------------------------------------------------
----s (Grants
---------------------------------------------
) If this amount includes foreign grants, check here . . . . . . . . . . . . . . . ► n ---------------------------------------------------
---------------------------------------------------
----s (Grants
---------------------------------------------
) If this amount includes foreign grants, check here . . . . . . . . . . . . . . . ► n Other program services (describe in Schedule 0) .............. . . . . . . . . '.' ..................... ' ....... (Grants $ ) If this amount includes foreign grants, check here ............... ► □ Total program service expenses (add lines 28a through 31a) ............... .. ' ......... ' ...... ' ........ ► 28a 163.199.
29a
30a
31 a
32 163 199.
11:RiifH\fM List of Officers, Directors, Trustees, and Key Employees (lis t each one even if not compensated - see the instructions for Part IV) Check if the organization used Schedule O to respond to any question in this Part IV ....... ........................... .... □ (a) Name and title
CHRIS BROWN__________ _
TREASURER
-------------------- BARBARA CIRONE -
PRESIDENT
-------------------- BARBARA MARSH KLEIN -
SECRETARY
-------------------- SUZI MATTHIES -
DIRECTOR
-------------- ERNEST ZOMALT --------
DIRECTOR
----------------------
----------------------
----------------------
----------------------
----------------------
----------------------
----------------------
----------------------
----------------------
BAA
(b) Average hours per (c) Reportable compensation (d) Health benefits, contributions to employee week devoted to (Forms W-211099-MISC) benefit plans, and deferre<l position (ii not paid, enter -0·) compensation 5 0. 0.
5 0. 0.
5 0. 0.
5 0. 0.
5 o. 0.
TEEA08l 2L Ol /28121
(e) Estimated amount of
olher compensation
0. 0.
0. 0.
0. Form 990-EZ (2020)
292
Form 990-EZ (2020) ATTERDAG AT HOME, INC 81-2961607 Page 3 !i[8�ffii'Viij Other Information (Note the Schedule A and personal benefit contract statement requirements in SEE SCH 0 the instructions for Part V.) Check if the organization used Schedule O to respond to any question in this Part V. . . . . . . . . . 0 33 Did the organization engage in any significant activity not previously reported to the IRS? If 'Yes,' provide a detailed description of each activity in Schedule 0 ............................................... . 34 Were any significant changes made to the organizing or governing documents? If 'Yes,' attach a conformed copy of the amended documents if they reflect a change to the organization's name. Otherwise, explain the change on Schedule 0. See instructions ...................................... . 35 a Did the organization have unrelated business gross income of $1 ,000 or more during the year from business activities (such as those reported on lines 2, 6a, and 7a, among others)? ................................................... . b If 'Yes' to line 35a, has the organization filed a Form 990-T for the year? If 'No,' provide an explanation in Schedule 0 .. . c Was the organization a section 501(c)(4), 501(c)(5), or 501(c}( 6} organization subject to section 6033(e) notice, reporting, and proxy tax requirements during the year? If 'Yes,' complete Schedule C, Part Ill... . ................ .
Yes No
33 X
34 X
35a X
35b
35c X
36 Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? If 'Yes,' complete applicable parts of Schedule N..... . . . . . . . . . . . . . . • . . . . . . . 36 X 37 a Enter amount of political expenditures, direct or indirect, as described in the instructions ... ► 37 a O . b&di MMM @fa@ b Did the organization file Form 1120-POL for this year?............................................................. X 38a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee; or were $ any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?. . . X b If 'Yes,' complete Schedule L, Part II, and enter the total amount involved .........................................•.......................... 39 Section 501 (c)(7) organizations. Enter:
a Initiation fees and capital contributions included on line 9 ..........................•.... m:""�t""�*-______ _;_o_;_. -, .,.;.,.,:i;:lili
39a
b Gross receipts, included on line 9, for public use of club facilities ....................... . 39b 40 a Section 501 (c)(3} organizations. Enter amount of tax imposed on the organization during the year under:
section 4911 ► O. ; section 4912 ► O. ; section 4955 ►
0. 0.
0. bSection 501(c}(3}, 501(c}(4}, and 501(c)(29) organizations. Did the organization engage in any sec-ti _o_n_4= 9 =
53�e-xc_e_ss ___ benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? If 'Yes,' complete Schedule L, Part I ..................... . c Section 501 (c)(3), 501 (c)(4}, and 501 (c}(29) organizations. Enter amount of tax imposed on organization @ ?
'
managers or disqualified persons during the year under sections 4912, 4955, and 495 8........ ► O \? d Section 501 (c)(3), 501 (c)(4), and 501(c)(29} organizations. Enter amount of tax on line 40c reimburs _
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t a�y ti�e during the tax year, was the organization a party to a prohibited tax shelter transaction. If Yes, complete Form 8886-T ........................................................... . 41 List the states with which a copy of this return is filed ► __;;;,,;;,,;:. CA ______________________________ _ 42 a The organization's
books are in care of ► SORENSON & ASSOCIATES Telephone no. ► (805) 688-1122 Located at ► 2027 VILLAGE LANE SUITE 203 SOLVANG CA
----- -
ZIP+4 ► 93463 ------------------------------------------- ----------- b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a f1nanc1al account 1n a foreign country (such as a bank account, securities account, or other financial account)? .....
If 'Yes,' enter the name of the foreign country ► --------------- --------- See the instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). c At any time during the calendar year, did the organization maintain an office outside the United States? ............... .
If 'Yes,' enter the name of the foreign country ►------------------------- 42c X
43 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041 - Check here ........................ ► D N/A and enter the amount of tax-exempt interest received or accrued during the tax year..................... ►[ 43 I N/A 44a �;i��� o
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b Did the organization operate one or more hospital facilities during the year? If 'Yes,' Form 990 must be completed instead of Form 990-EZ ....................................................................................... . c Did the organization receive any payments for indoor tanning services during the year? .........•.................. , .. d If 'Yes' to line 44c, has the organization filed a Form 720 to report these payments? If 'No,' provide an explanation in Schedule 0 ................................................................... .. 45a Did the organization have a controlled entity within the meaning of section 512(b)(13)? ................... __ ......... . b Did the organization receive any payment from or eng_age in anr transaction wilh a.controlled entity within the meaning of section 512(b)(13)? If 'Yes,' Form 9'30 and Schedule R may need to be completed instead o Form 9'30-EL See instructions .......................................... .
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BAA TEEA0812L 10126/20 Form 990-EZ (2020)
293
Form 990-EZ (2020) ATTERDAG AT HOME, INC 81-2961607 Page4 Yes No
46 Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to Ktmmrnmrnrnmrn candidates for public office? If 'Yes,' complete Schedule C, Part I.......... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I 46 X l!BiffJVfMl Section 501(cX3) Organizations Only
All section 501 (c)(3) organizations must answer questions 47-49b and 52, and complete the tables for lines 50 and 51.
Check if the organization used Schedule O to respond to any question in this Part VI . . . . . . '.'. '.' ...... 47 Did the organization engage in lobbying activities or have a section 501 (h) election in effect during the tax year? If 'Yes,' complete Schedule C, Part II ........................... . . . . . . . . . . . . . . .. ' .... ' .................................. 48 Is the organization a school as described in section 170(b)(l)(A)(ii)? If 'Yes,' complete Schedule E. ......•............ 49 a Did the organization make any transfers to an exempt non-charitable related organization? .. .. .. ' ................... ' b If 'Yes,' was the related organization a section 527 organization? ...... . . . . . . . . ' ......... . . . . . . . . . . . . . . ............ 47 48
49a
49b
50 Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees, and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter 'None.' (d) Health benefits,
Yes
n
No
X
X
(b) Average hours
(a) Name and t tle of each employee (c) Reporl.1ble compensation contributions to employee (e) Estimated amount of per week de,oted (forms W-2/1099-MISC) benefit plans. and deferred other compensation to position compensation --------- NONE ---------------
------------------------
------------------------
------------------------
------------------------
f Total number of other employees paid over $100,000. . . . . . ► ----------- 51 Complete this table for the organization 's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter 'None.' (a) Name and business address of each independent contractor (b) Type of service (c) Compensation ----------------- NONE ------------------
-----------------------------------
-----------------------------------
-----------------------------------
d Total number of other independent contractors each receiving over $100,000 .............................•.. _ ►--------- 52 Did the organization complete Schedule A? Note: All section 501(c)(3) organizations must attach a completed Schedule A................................................................................... ► �Yes Under penalties of pe�ury, I declare that I have exarrined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) 1s based on all information of which preparer has any knowledge. ►
Sign Signature of officer
Here ► BARBARA CIRONE
Type or print name and title
PrinVType preparer's name I Preparer's signature
Paid KENNETH D. SORENSON CPA KENNETH D. SORENSON,
Preparer Firm's name ► SORENSON & ASSOCIATES
Use Only Firm's address ► 2027 VILLAGE LANE STE 203
SOLVANG CA 93463
CPA I Date
Date
PRESIDENT
IB] I PTIN
Check if
self-employed P00083774
Firm"s EIN ► 46-4246494
Phone no. (805) 688-1122
May the IRS discuss this return with the preparer shown above? See instructions ..................................... . ► [KjYes BAA Form 990-EZ (2020)
TEEA0812L I 0/26/20
294
SCHEDULE A
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(cX3) organization or a section 4947(aXl) nonexempt charitable trust.
► Attach to Form 990 or Form 990-EZ.
► Go to www.frs.gov/Form990 for instructions and the latest information. 0MB No. 1545-0047
2020
Name of the organization Employer identification number ATTERDAG AT HOME, INC 81-2961607
illit
tl% Reason for Public Charity Status. (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 � A church, convention of churches, or association of churches described in section 170(bXlXAXi). 2 A school described in section 170(bX1XAXii). (Attach Schedule E (Form 990 or 990-EZ).) 3 A hospital or a cooperative hospital service organization described in section 170(bX1XAXiii). 4 A medical research organization operated in conjunction with a hospital described in section 170(bXlXAXiii). Enter the hospital's name, city, and state:
5 D An organization operated for the benefit of a college or university owned or operated by a governmental unit described in -
section 170(bX1XAXiv). (Complete Part II.)
6 DA federal, state, or local government or governmental unit described in section 170(bX1XAXv). 7 D An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(bX1XAXvi). (Complete Part II.)
8 DA community trust described in section 170(bX1XAXvi). (Complete Part II.) 9 D An agricultural research organization described in section 170(bX1XAXix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university:
10 [Rl An organization that normally receives (1) more than 33-1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33-1/3% of its support from gross investment income and unrelated business taxable income (less section 51 1 tax) from businesses acquired by the organization after June 30, 1975. See section 509(aX2). (Complete Part Ill.) 11 D An organization organized and operated exclusively to test for public safety. See section 509(aX4). 12 D An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(aX1) or section 509(aX2). See section 509(aX3), Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. a D Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
(A)
(B)
(C)
(D)
b D Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported orgarnzation(s). You must complete Part IV, Sections A and C.
c D Type Ill functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. d D Type Ill non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. e D Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type Ill functionally integrated, or Type Ill non-functionally integrated supporting organization. �----- Enter the number of supported organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . ...................................... ._I _____ ..., g Provide the following information about the supported organization(s). (i) Name of supported organization (il)EIN (iii) Type of organization (described on lines 1 -10
above (see instructions))
(iv) Is the
organization listed
in your governing
document?
Yes No
(v) Amount of monetary
support (see i nsb1.dons)
(vi) Amount of olher
support (see instructions)
Schedule A (Form 990 or 990-EZ) 2020
295
Schedule A (Form 990 or 990·EZ) 2020 ATTERDAG AT HOME, INC 81-2961607 l:l�affiUffl Support Schedule for Organizations Described in Sections 170(bX1 XA)(iv) and 170(bXl XAXvi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part Ill. If the organization fails to qualify under the tests listed below, please complete Part Ill.) Section A. Public Support
Calendar year (or fiscal year
beginning in) ►
1 Gifts, grants, contributions, and
membership fees received. (Do not
(a)2016 (b)2017 (c) 2018 (d)2019 (e)2020
Page2
(f) Total
include any 'unusual grants.). ...... .
2 Tax revenues levied for the
1------+-------1-------+------l-------1-------
organization's benefit and
either paid to or expended
on its behalf ............ .
3 The value of services or
facilities furnished by a
governmental unit to the
organization without charge ..
4 Total. Add lines 1 through 3 ...
5 The portion of total
contributions by each person
(other than a governmental
unit or publicly supported
organization) included on line 1
that exceeds 2% of the amount
shown on line 11, column (f) ...
6 Public support. Subtract line 5
from line 4 .................. .
Section B. Total Support
Calendar year (or fiscal year
beginning in) ► (a) 2016 (b)2017 (c) 2018 (d) 2019 (e)2020 (f) Total 7 Amounts from line 4 .....
8 Gross income from interest,
dividends, payments received
on securities loans, rents,
royalties, and income from
similar sources .............. .
9 Net income from unrelated
business activities, whether or
not the business is regularly
carried on .................. .
10 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
Part VI.) ........... .
11 Total support. Add lines 7
through 10 .................. .
12 Gross receipts from related activities, etc. (see instructions). .................. . 12 13 First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3) organization, check this box and stop here ...... ............................................................................ ► D Section C. Computation of Public Support Percentage
14 Public support percentage for 2020 (line 6, column (f), divided by line 11, column (f))......................... . 14 % 15 Public support percentage from 2019 Schedule A, Part II, line 14 ............................................ '--15__,_ ______ 0 A
__o
16a 33-1/3% support test-2020. If the organization did not check the box on line 13, and line 14 is 33-1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization .............................................. . b 33-1/3% support test-2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33-1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ................................................. . 17a 10%-facts-and-circumstances test-2020. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts•and•circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization ........... . b 10%-facts-and-circumstances test-2019. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization .......... . 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions .... . ►□
►□
►□
BAA Schedule A (Form 990 or 990-EZ) 2020
TEEA0402l 09114/20
296
Schedule A (Form 990 or 990-EZ) 2020 ATTERDAG AT HOME, INC 81-2961607 P age 3 l!RilfWJl@JSupport Schedule for Organizations Described in Section 509(a)(2) _ . (Complete only if you checked the b ox on line 10 of Part I or if the organization failed to qu alify under P art II. If the org anization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support
Calendar year (or fiscal year beginning In) ► 1-----.!.(a...:.>..::20..:,__;16�----+--....!.-'-(b)_20�17_----1-__ (:...
c):...20_1 8 __-+-__::(d'--' )c....::.201_9....:._-+_-'- ( e)...:.20_20 ___ +---=-(
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1 Gills, gr ants, contributions,
and membersh ip fees
received. (Do not include
any 'unusual gr ants.') . . . . . . . . . 1----=1:..:�0'-L.!'.4 ""6-"'3_,_6,1. .--...::l:.:::l:.::: 9�6�5.:c._,_31---"1 . ,__,=-=49�5=-1=0 .,_1---=. =-=2c::03�=-3=-1 .:..,· 2 1---=:.:::1-=9:.L.-=.4 4=3-=--8=f-----'. :....:7-=7'-'-=-1 -=5-=-4..:...9. 2 Gross receipts from admissions,
merch andise sold or services
perf ormed, or f acilities
furnished in any activity that is
rel ated to the org anization 's
tax-exempt purpose .......... .
3 Gross receipts from activities
th at are not an u nrelated trade
or business u nder section 513.
4 Tax revenues levied for the
organizatio n's benefit and
either paid to or expended on
its behalf ............... .
5 The v alue of services or
facilities furnished by a
government al uni t to the
organiza tio n wi th out charge ... .
6 Total. Add lines 1 through 5 .. .
7a Amounts included on lines 1,
2, and 3 received from
104 636.
0. 0.
0. 0.
119 653. 149 510. 203 312. 194 438. 771 549.
disqualified persons. . . . . . . . . . . 1-------=0:'....!.... 1----___::0 - :..: .e+-----::.-'-0. .+-----"-'-0-1-. ---�"-'-01---------=--=- . b Amounts included on lines 2
and 3 received f rom other than
0. disqualif ied persons th at
exceed the greater of $5,000 or
1 % of the amount on line 13
for the year ..........
... .
c Add lines 7a and 7b. ........ .
8 Public support. (Subtract line
7c fr om line 6.) .............. .
Section B. Total Support
Calendar year (or fiscal year beginning In) ►
9 Amounts from line 6 ..........
10a Gross income from interest, dividends,
payments received on securities loans,
rents, royalties, and income from
similar sources ..................
b Unrelated business t ax able
income (less section 511
taxes) from busi nesses
acquired after June 30, 1975 ...
c Add li nes 10a and 10b ...... '.
11 12
13 Ne t income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on ..............
Other income. Do n ot include
g ain or l oss from the s ale of
cap ital assets (Explain in
Part VI.) .. . '. . . . . . . . ' . ' ......
Total support. (Add lines 9,
10c, 11, and 12.) . ............
(a) 2016
104,636.
0. 104 636.
0. 0. 0.
0. 0. 0.
771 549.
(b) 2017 (c) 2018 (d)2019 (e)2020 (f) Tot al
119,653. 149,510. 203.312. 194,438. 771,549.
76. 113. 76. 265.
0. 0. 76. 113. 76. 265.
0. 0.
119,653. 149,586. 203,425. 194,514. 771,814.
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Section C. Computation of Public Support Percentage
15 Public suppor t percentage for 2020 (li ne 8, column (f), div ided by line 13, colum n (f))......................... . 1-l_S-+-__ .::.9. ::.9-=-·-=97-''--,% c-- l6 Public support perce ntage from 2019 Schedule A, Part 111, line 15 . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . .. . . . 16 O • O O % Section D. Computation of Investment Income Percentage
17 Investmen t income percentage for 2020 (line 10c, column (f), divided by line 13, colum n (!)) .........•.. 17 0.03 % 18 Investmen t income percentage fr om 2019 Schedule A, Part 111, line 17............ . ..................... .__1_8_,_ ___;c..:..•..O.::c0-=0%_ _ 19a 33-1/3% support test s-2020. If the org aniza tion did not check the box on line 14, and line 15 is mo re than 33-1/3%, and line 17 is no t more than 33-1/3%, check this box and stop here. The org anization qu alifies as a publicly supp orted org aniz ation ............ ► IB] b 33-1/3% support tests-2019. If the org anization did n ot check a b ox on li ne 14 or line 19 a, and line 16 is more th an 33-1/3%, and line 18 is not more than 33-1/3%, check this box and stop here. The orga nization qualifies as a publicly supported organization ...... ► ► 20 Private foundation. If the org aniz ation did not check a box on line 14, 19a, or 19b, check this box and see instructions ............. . B BAA TEEA0403L 09/14/20 Schedule A (Form 990 or 990-EZ) 2020 297
Schedule A (Form 990 or 990-EZ) 2020 ATTERDAG AT HOME, INC 81-2961607 Page 4 PJtfJ.'.i>.:, Supporting Organizations
omplete only if you checked a box in line 12 on Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations
Are all of the organization's supported organizations listed by name in the organization's governing documents? If 'No. · describe in Part VI how the supported organizations are designated. If designated by class or purpose. describe the designation. If historic and continuing relationship, explain. 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If 'Yes.' explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
3a Did the organization have a supported organization described in section 501 (c)(4), (5), or (6)? If 'Yes.· answer lines 3b and 3c below.
b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If 'Yes,' describe in Part VI when and how the organization made the determination.
c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(8) purposes? ff 'Yes,· explain in Part VI what controls the organization put in place to ensure such use. 4a Was any supported organization not organized in the United States ('foreign supported organization')? ff 'Yes' and if you checked box 12a or 12b in Part I. answer lines 4b and 4c below. b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If 'Yes,' describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. c Did the organization support any foreign supported organization that does not have an IRS determination under sections 501 (c)(3) and 509(a)(l) or (2)? If 'Yes,· explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(8) purposes. 5a Did the organization add, substitute, or remove any supported organizations during the tax year? If 'Yes,' answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). b Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
c Substitutions only. Was the substitution the result of an event beyond the organization's control? 6 Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If 'Yes,' provide detail in Part VI. 7 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If 'Yes,' complete Part I of Schedule L (Form 990 or 990-EZ). 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If 'Yes.· complete Part I of Schedule L (Form 990 or 990-EZ).
9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If 'Yes,' provide detail in Part VI.
b Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If 'Yes.· provide detail in Part VI. c Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If 'Yes,' provide detail in Part VI. 10a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(1) (regarding certain Type II supporting organizations, and all Type Ill non-functionally integrated supporting organizations)? If 'Yes.· answer line 10b below.
b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720. to determine whether the organization had excess business holdings.). 5a
Sb
Sc
7 8
10b
BAA TEEA0404L 01 /20121 Schedule A (F onn 990 or 990-EZ) 2020 298
81-2961607
11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in lines 1 lb and 1 lc below, the governing body of a supported organization?
b A family member of a person described in line 11 a above? c A 35% controlled entity of a person described in line lla or I lb above? If 'Yes' to line Ila, 1/b, or Ile, provide detail inPart VI.
Section B. Type I Supporting Organizations
1 Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's officers, directors, or trustees at all times during the tax year? If 'No,' describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove officers. directors, or trnstees were allocated among the supported organizations and what conditions or restrictions. if any, applied to such powers during the tax year.
2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If 'Yes,· explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised. or controlled the supporting organization.
Section C. Type II Supporting Organizations
Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If 'No,' describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
Section D. All Type Ill Supporting Organizations
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided? 2 Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If 'No.' explain in Part VI how the organization maintained a close and continuous working relationship with the supported orgamzation(s). 3 By reason of the relationship described in line 2, above, did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all limes during the tax year? If 'Yes,' describe in Part VI the role the organization's supported organizations played in this regard.
Section E. Type Ill Functionally Integrated Supporting Organizations 11a
11b
11c
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). a O The organization satisfied the Activities Test. Complete line 2 below. b O The organization is the parent of each of its supported organizations. Complete line 3 below.
Yes No
c O The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions). 2 Activities Test. Answer lines 2a and 2b below.
a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? /f 'Yes.' then in Part VI Identify those supported organizations and explain how these activities directly furthered their exempt purposes. how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
Yes No
2a
b Did the activities described in line 2a, above, constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? If 'Yes,' explain in Part VI the reasons for the organization's position that ifs supported organization(s) would have engaged in these activities 1111ll but for the organization's involvement.
3 Parent of Supported Organizations. Answer lines Ja and Jb below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? If 'Yes· or 'No.' provide details in Part VI. 2b
b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If 'Yes,' describe in Part VI the role played by the organization in this regard. 3b BAA TEEA0405l 09114/20 Schedule A (Form 990 or 990-EZ) 2020 299
Schedule A (Form 990 or 990-EZ) 2020 ATTERDAG AT HOME, INC 81-2961607 k9att%Viliill Type Ill Non-Functionally Integrated 509(aX3) Supporting Organizations D Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type Ill non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year (optional)
1 Net short-term capital gain
2 Recoveries of prior-year distributions
3 Other gross income (see instructions)
4 Add lines 1 through 3.
5 Depreciation and depletion
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)
7 Other expenses (see instructions)
8 Adjusted Net Income (subtract lines 5, 6, and 7 from line 4) Section B - Minimum Asset Amount
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):
a Average monthly value of securities
b Average monthly cash balances
c Fair market value of other non-exempt-use assets
d Total (add lines 1 a, 1 b, and 1 c)
e Discount claimed for blockage or other factors
(explain in detail in Part VI):
2 Acquisition indebtedness applicable to non-exempt-use assets 3 Subtract line 2 from line ld.
4 Cash deemed held for exempt use. Enter O.Q15 of line 3 (for greater amount, see instructions).
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 6 Multiply line 5 by 0.035.
7 Recoveries of prior-year distributions
8 Minimum Asset Amount (add line 7 to line 6)
Section C - Distributable Amount
Adjusted net income for prior year (from Section A, line 8, column A) 2 Enter 0.85 of line 1.
3 Minimum asset amount for prior year (from Section B, line 8, column A) 2 3
4 5
6 7
8 la
lb
le
2 3
4 5
6 7
8 2
3 4 Enter greater of line 2 or line 3. 4
5 Income tax imposed in prior year 5
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions). 6
(A) Prior Year (B) Current Year
(optional)
Current Year
7 D Check here if the current year is the organization's first as a non-functionally integrated Type Ill supporting organization (see instructions).
BAA Schedule A (Form 990 or 990-EZ) 2020
TEEA0406l 01125/21
300
ScheduleA(Form990or990-EZ)2020 ATTERDAG AT HOME, INC 81-2961607 Page7 IRl:ii\h). T pe Ill Non-Functionally Integrated 509(aX3) Su orting Organizations (continued) Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity 2
6 Other distributions (describe in Part VI). See instructions. 7 Total annual distributions. Add lines 1 throu h 6.
3 4
5 6
7 8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI . See instructions. 8
9 Distributable amount for 2020 from Section C, line 6
10 Line 8 amount divided by line 9 amount
Section E - Distribution Allocations (see instructions) Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2020 (reasonable cause required - explain in Part VI). See instructions. 3 Excess distributions carryover, if any, to 2020
a From 2015 ............. .
b From 2016 .............. .
c From 2017 ...........•...
d From 2018 ............. .
e From 2019 .............. .
f Total of lines 3a through 3e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. 4 Distributions for 2020 from Section D,
line 7: $
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, if any.
Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2021. Add lines 3j and 4c. 8 Breakdown of line 7:
a Excess from 2016 ..... .
b Excess from 201Z ..... .
c Excess from 2018 ..... .
d Excess from 2019 .....•
e Excess from 2020 ..... .
(i)
Excess
Distributions
9 10
(ii)
Underdistributions
Pre-2020
(iii)
Distributable
Amount for 2020
BAA Schedule A (Form 990 or 990-EZ) 2020
TEEA0407l 01 /20/21
301
Schedule A (Form 990 or 990-EZ) 2020 ATTERDAG AT HOME, INC 81-2961607 Page 8 l:Baffi!Jf,ffl Supplemental lnfo�matiqn. Provide the explanations reguired by Part II, line 10; Part 11, line 17a 9r 17b; Part 111, line 12; Part IV, Section A, Imes 1, 2, 3b, 3c, 4b, 4c, Sa, 6, 9a, 9b, 9c, 11 a ,r.. 11 b, and 11 c; Part IV, Section
BAA
B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D ..t lines 2 and 3; rart IV, Section E, lines 1 c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line le; Part V, �ection D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.) TEEA040SI. 09114/20 Schedule A (Form 990 or 990-EZ) 2020 302
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Schedule of Contributors
► Attach to Form 990, Form 990-EZ. or Form 990-PF.
0MB No. 1545-0047
2020
Deparbnent of the Treasury
Internal Revenue Service ► Go to www.lrs.gov/Form990 for the latest information.
Nome of the orgonlzotion Employer Identification number ATTERDAG AT HOME, INC 81-2961607
Organization type (check one):
Filers of: Section:
Form 990 or 990-EZ IBl
□
501(c)( 3 ) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation D 527 political organization
Form 990-PF D 501 (c)(3) exempt private foundation
D 4947(a)(1) nonexempt charitable trust treated as a private foundation 0 501 (c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501 (c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
IBl For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
□
□
□
For an organization described in section 501 (c)(3) filing Form 990 or 990-EZ that met the 33-1 /3% support test of the regulations under sections 509(a)(1) and 170(b)(l)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or (2) 2% of the amount on (i) Form 990, Part VIII, line lh; or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501 (c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering 'N/A' in column (b) instead of the contributor name and address), II, and Ill.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year. . . ► $ -------- Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule 8 (Form 990, 990-EZ, or 990-PF), but it must answer 'No' on Part IV, line 2, of its Form 990; or check the box on line Hof its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule 8 (Form 990, 990-EZ, or 990-PF).
BAA For Paperwork Reduction Act Notice, see the instructions for Fonn 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2020) TEEA0701 L 07128/20
303
Schedule B (Form 990, 990-EZ, or 990-PF) (2020) 1 2 Page 2 Name of organization Employer Identification number
ATTERDAG AT HOME, INC 81-2961607
!lR,lfUH=:j Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a)
No.
1 (a) No.
--- 2
(a)
No.
--- 3
(a)
No.
--- 4
(a)
No.
--- 5
(a)
No.
--- 6
BAA
(b)
Name, address, and ZIP + 4
�--------- WOOD-CLAEYSSENS ---------------------------- FOUNDATION �------------------ PO BOX 30586 -------------------
�---------------- SANTA BARBARA, CA 9310--------------------- 1 (b)
Name, address, and ZIP + 4
---------------- LATKIN FOUNDATION ---------------------- -------------- 1021 ANACAPA RD ------------------------ -------------- SANTA BARBARA, CA ------------------------ 93101 (b)
Name, address, and ZIP + 4
_SLH ENDOWMENT FUND ________________________
_636 ATTERDAG RD __________________________
J;QLVANG, CA 93463 _________________________
(b)
Name, address, and ZIP + 4
,.PR. HILDEGARD H BALIN CHARITABLE TR ___________
_10 0 N MAIN ST ___________________________
j'lINSTON-SALEML NC 27101 ____________________
(b)
Name, address, and ZIP + 4
---------------- WILLIAM CORBETT FOUNDATION ---------------------- -------------- PO BOX 50340 ------------------------
_SANTA BARBARA, CA 93150 ____________________
(b)
Name, address, and ZIP + 4
�------------- SYV FOUNDATION ------------------------
�-------------- 458 ALISAL RD -----------------------
---------- SOLVANG, CA 93463 ---------------------------- TEEA07021. 07128/20
(c) (d)
Total Type of contribution
contributions
Person IBl
Payroll □
$ ----- 30L000 . Noncash □
(Complete Part II for
noncash contributions.)
(c) (d)
Total Type of contribution
contributions
Person
Payroll □
$ ------ 1LOOO . Noncash □
(Complete Part 11 for
noncash contributions.)
(c) (d)
Total Type of contribution
contributions
Person IBl
Payroll □
$ ----- 40, 000. Noncash □
(Complete Part II for
noncash contributions.)
(c) (d)
Total Type of contribution
contributions
Person IBl
Payroll □
$ ----- l0L000. Noncash □
(Complete Part II for
noncash contributions.)
(C) (d)
Total Type of contribution
contributions
Person IBl
Payroll □
$ ------ 7, 500 . Noncash □
(Complete Part II for
noncash contributions.)
(c) (d)
Total Type of contribution
contributions
Person IBl
Payroll □
$ ------ 8, 500 . Noncash □
(Complete Part II for
noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
304
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Name of organization
ATTERDAG AT HOME, INC
2 2 Page 2
Employer identification number
81-2961607
IRtHtmm Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a)
No.
---
7 (a)
No.
---
(a)
No.
---
(a)
No.
---
{a)
No.
---
(a)
No.
---
BAA
(b)
Name, address, and ZIP + 4
._VIKINGS CHARITIESL INC _____________________
J'O BOX 293 ______________________________
J>OLVANG,_ CA 93463 ________________________
(b)
Name, address, and ZIP + 4
--------------------------------------
--------------------------------------
�-------------------------------------
(b)
Name, address, and ZIP + 4
�-------------------------------------
�-------------------------------------
�-------------------------------------
(b)
Name, address, and ZIP + 4
--------------------------------------
--------------------------------------
�-------------------------------------
(b)
Name, address, and ZIP + 4
--------------------------------------
�-------------------------------------
�-------------------------------------
(b)
Name, address, and ZIP + 4
�-------------------------------------
--------------------------------------
�-------------------------------------
TEEA0702l 07'28/20
(c) (d)
Total Type of contribution
contributions
Person
Payroll □
$ ------ 5!..000 . Noncash □
(Complete Part II for
noncash contributions.)
(c) (d)
Total Type of contribution
contributions
Person □
Payroll □
$ ----------- Noncash □
(Complete Part 11 for
noncash contributions.)
(c) (d)
Total Type of contribution
contributions
Person □
Payroll □
$ ----------- Noncash □
(Complete Part II for
noncash contributions.)
(c) (d)
Total Type of contribution
contributions
Person □
Payroll
$ ----------- Noncash □
(Complete Part II for
noncash contributions.)
(c) (d)
Total Type of contribution
contributions
Person □
Payroll □
----------- Noncash □
(Complete Part II for
noncash contributions.)
(c) (d)
Total Type of contribution
contributions
Person □
Payroll □
$ ----------- Noncash □
(Complete Part II for
noncash contributions.)
Schedule 8 (Form 990, 990-EZ, or 990-PF) (2020)
305
Schedule 8 (Form 990, 990-EZ, or 990-PF) (2020) 1 1 Page 3 Name of organization Employer Identification number
ATTERDAG AT HOME, INC 81-2961607
RR,ittmI' Il Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. (a) No.
from
Part I
(a) No.
from
Part I
(a)No.
from
Part I
(a) No.
from
Part I
(a)No.
from
Part I
(a) No.
from
Part I
BAA
D . .
(b)
escnption of noncas h property given
�---------------- N/A ------------------------
�----------------------------------------
----------------------------------------- $
(c)
FMV (or estimate)
(See instructions.)
(d)
Date received
----------------------------------------- -------------------- (b)
Description of noncash property given
�---------------------------------------
�----------------------------------------
(c)
FMV (or estimate)
(See instructions.)
(d)
Date received
�---------
�------------------------------------------ ----------------------------- $ -------------------- (b)
Description of noncash property given
�---------------------------------------
-----------------------------------------
(c)
FMV (or estimate)
(See instructions.)
(d)
Date received
�------------- ----------------------- --------------------------- ------------------ $ -------------------- (b)
Description of noncash property given
�---------------------------------------
�----------------------------------------
-----------------------------------------
(c)
FMV (or estimate)
(See instructions.)
(d)
Date received
----------------------------------------- $-------------------- (b)
Description of noncash property given
-----------------------------------------
-----------------------------------------
(c)
FMV (or estimate)
(See instructions.)
(d)
Date received
�-------------
�------------------- --------------------------- --------------------- $ -------------------- (b)
Description of noncash property given
-----------------------------------------
-----------------------------------------
-----------------------------------------
(c)
FMV (or estimate)
(See instructions.)
(d)
Date received
----------------------------------------- $ -------------------- Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
TEEA0703L 01 /20121
306
Schedule B (Form 990, 990-EZ, or 990-PF) (2020) 1 1 Page 4 Name of organization Employetidentification numb<lr
ATTERDAG AT HOME, INC 81-2961607
Ifr,..·; � IV Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part Ill, enter the total of exclusively religious, charitable, etc., (a)
No. from
Part I
(a)
No. from
Part I
(a)
No. from
Part I
(a)
No. from
Part I
BAA
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) .............. ►$ ________ ...NL A Use duplicate copies of Part Ill if additional space is needed. (b) Purpose of gift (c) Use of gift (d) Description of how gift is held �N/A ------------------ --------------------- --------------------· �---------------------------------------- --------------------- �---------------------------------------- --------------------- (e) Transfer of gift
Transferee's name, address, and ZIP+ 4 Relationship of transferor to transferee -----------------------------------�--------------------------· �----------------------------------�--------------------------· �----------------------------------�--------------------------· (b) Purpose of gift (c) Use of gilt (d) Description of how gift is held �---------------------------------------- --------------------· ----------------------------------------- --------------------- ----------------------------------------- --------------------- (e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee -----------------------------------�--------------------------- -----------------------------------�--------------------------- �----------------------------------�--------------------------- (b) Purpose of gift (c) Use of gift (d) Description of how gift is held �---------------------------------------- --------------------· �---------------------------------------- --------------------· �---------------------------------------- --------------------- (e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee --------------------------------------------------------------- ----------------------------------- --------------------------- ----------------------------------- --------------------------- (b) Purpose of gift (c) Use of gift (d) Description of how gift is held �---------------------------------------- --------------------· �---------------------------------------- --------------------· �----------------------------------------- --------------------- (e) Transfer of gilt
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee --------------------------------------------------------------- --------------------------------------------------------------· -----------------------------------�--------------------------- TEEA0704L 07128/20
Schedule B (Form 990, 990-EZ, or 990·PF) (2020)
307
SCHEDULE 0
(Form 990 or 990-EZ)
Department of the Treasury
lntern:tl Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. ► Attach to Form 990 or 990-EZ.
► Go to www.irs.gov/Form990 for the latest information. 0MB No. 1545-0047
2020
■111111!1111
Name of the organization Employer Identification number
ATTERDAG AT HOME INC
FORM 990-EZ, PART I, LINE 16
OTHER EXPENSES
DUES & MEMBERSHIP ..................... .
81-2961607
FOOD, MEAL EXPENSE. . . . . . . . . . . . . . . . . . . . . . .................................................... .
INSURANCE .................................. .
. . . . . . . . . . . . . . . ....... .. . .. . . . . . . . . ... . . . . . . . . . . . .. . . . $ 425. 89,245.
5,850.
OFFICE EXPENSES ......................... . ··············································roTAL s 9i:�i�:
========'=====
FORM 990-EZ, PART I, LINE 20
OTHER CHANGES IN NET ASSETS OR FUND BALANCES
PRIOR PERIOD ADJUSTMENTS ..................................... . .. ..•.. .. .. .. . . . . ,,$ ____ �9,.,.,
0..:..
TOTAL =
$=====9=
0=
.
FORM 990-EZ, PART Ill - ORGANIZATION'S PRIMARY EXEMPT PURPOSE
TO PROVIDE IN-HOME NURSING CARE FOR THE ELDERLY
FORM 990-EZ, PART V- REGARDING TRANSFERS ASSOCIATED WITH PERSONAL BENEFIT CONTRACTS (A) DID THE ORGANIZATION, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT? ................... NO (B) DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT?.......... .. ... .. .. .. .. .. . ... ... .. . .. ..... NO BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. TEEA4901 L 07/28120 Schedule O (Form 990 or 990-EZ) (2020) 308
Fo1m99Q 0MB No. 1545-0047
(Rev. January 2020) Return of Organization Exempt From Income Tax Under section 501 (c ), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) 2019
Department of the Treasury ► Do not enter social security numbers on this form as it may be made public.
Internal Revenue Service ► Go to www.irs.gov/Form990 for instructions and the latest information.
A For the 2019 calendar year, or tax year beginning , 2019, and ending 8 C_!2:ck if applicable: C D Employer identification number I- Address change
I- Name change
Initial return
� Final return/terminated
I- Amended return
,_ Application pendi11g
ATTERDAG AT HOME, INC
636 ATTERDAG RD
SOLVANG, CA 93463
F Name and address of principal officer:
81-2961607
E Telephone number
(805) 688-3263
G Gross receipts$ 203,425.
H(a) Is this a group retu
.
rn for subordinates?
, tj y,5 � No
SAME As C ABOVE H(b) Are all subordinates included? Yes No �----------1�;==-=:._:;-;.==='-----------�----��---l If "No," attach a 11st. (see instructions) I Tax-exemptstatus Xl501(c)(3) I I 501(c) ( )◄ (insertno.) l 4947(a)(l)or 517 J Website: ► N/A H(c) Group exemption number ►
K Form of organization· I Corporation I I Trust I I Association I I Other► L Year of formation: 2 Q 16 IM State of legal domicile: CA 1111,<lifilk@ Summary
1 Briefly describe the organization's mission or most significant activities: TO PROVIDE IN-HOME NURSING CARE FOR TH�]��ERLY ------------------------------------------------------ 2 Check this boX ►-□if the OrQariiZation diScOntinUed itSoPe�atmlS or di�Os€d-of rnoreth-;n 25% OtitSnet-aSset::- - - - - - - - - 3 Number of voting members of the governing body (Part VI, line la). 3 5 4 Number of independent voting members of the governing body (Part VI, line lb). 4 Q 5 Total number of individuals employed in calendar year 2019 (Part V, line 2a). 5 Q 6 Total number of volunteers (estimate if necessary) 6 0 7a Total unrelated business revenue from Part VIII, column (C), line 12. 7a O. b Net unrelated business taxable income from Form 990-T, line 39........ 7b Q. 8 Contributions and grants (Part VIII, line lh).
9 Program se1·vice revenue (Part VI 11, line 2g) .
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) .. 11 Other revenue (Part VIII, column (A), lines 5, 6d, Sc, 9c, 10c, and 11e) 12 Total revenue� add lines 8 through 11 (must equal Pa1·t VIII, column (A), tine 12). 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3). 14 Benefits paid to or for members (Part IX, column (A), line 4), 15 Prior Year Current Year
203,312.
113.
203,425.
Salaries, othe1· compensation, employee benefits (Pa1-t IX, column (A), lines 5-10).
I 16 a Professional fundraising fees (Pa1·t IX, column (A), line 11 e). o.. b Total fundraising expenses (Part IX, column (D), line 25) ► ill ' I
17 Othe1· expenses (Part IX, column (A), lines 11a-1 ld, 1 lf-24e) 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25). 19 Revenue less expenses. Subtract line 18 from line 12 ;j 20 Total assets (Part X, line 16).
lal 2'1 Total liabilities (Part X, line 26).
·" l� 22 Net assets or fund balances. Subtract line 21 from line 20 ...... . tlff!!flJ!!fl Signature Block
Beginning of Current Year
59,342,
0. 59,342.
147,491.
147,491.
55,934.
End of Year
115,276.
0. 115,276.
Under penalties of p_erjury, I declare that I have examined _tliis retcirn, including accompanying scliedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Deck1rat1on of preparer (other than officer) Is based on all information of which preparer has any knowledge.
Sign ► Signatl.1re of officer
Here ►
BARBARA CIRONE
Type or print name and title
Print/Type preparer's name I Preparer's signature
Paid KENNETH D. SORENSON, CPA KENNETH D. SORENSON, CPA
Preparer Firrn's name ► SORENSON & ASSOCIATES
Use Only Firm's address ► 2027 VILLAGE LANE, STE 203
SOLVANG, CA 93463
May the IRS discuss this return with the preparer shown above? (see ins tructions) , BAA For Paperwork Reduction Act Notice, see the separate instructions.
Date
'""" "
I
Date
PRESIDENT
Check �If I PTIN
self-employed P0008377 4
Finn's EIN ► 46-4246494
Phone no. (805) 688-1122
IXI Yes I I No
TEEAOlOlL 01/21/20 Form 990 (2019)
309
Form 990 (2019) ATTERDAG AT HOME, INC
�1llllll@1 Statement of Program Service Accomplishments 81-2961607 Page 2
Check if Schedule O contains a response or note to any line in this Part Ill. 81-iefly describe the organization's mission:
□
TO PROVIDE IN-HOME NURSING CARE FOR THE ELDERLY _________________________ _ 2 Did the organization undertake any significant program se1·vices during the year which were not listed on the prior Form 990 or 990-EZ? .. D Yes 00 No
D Yes 00 No
If "Yes," describe these new services on Schedule 0.
3 Did the organization cease conducting, or make significant changes in how it conducts, any program services?.
If "Yes," describe these changes on Schedule 0.
4 Describe the organization's program se1·v_ice accomplis_hments for each of its three la1·gest program s_ervices, as measured by expenses.
Section 501 (c)(3) and 501 (c)(4) organIzatIons are required to rnport the amount of gi-ants and allocations to others, the total expenses, and revenue, if any, for each prngram service reported. 4a (Code: ---
cc==�
) (Expenses $ 132,742. including grants of $ 203,312. ) (Revenue $
TO PROVIDE IN-HOME NURSING CARE FOR THE ELDERLY
------
----------------------------------------------------------------- --------------------------------------------------------------- ----------------------------------------------------------------- -------------------------------- ----------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- 4b (Code: ----) (Expenses $ ------- including grants of $ -------) (Revenue $ -------- -------------------------------------------------------------- -------------------------------------------------------------- -·------------------------------------------------------------- -------------------------------------------------------------- -------------------------------------------------------------- --------------------------------------------------------------- -------------------------------- ----- ----------------------- -------·---------------------------------------------------------- ----------------------------------------------------------------- --------------------------------- ----- ----------------------- ----------------------------------------------------------------- 4 c (Code: ---) (Expenses $------- including grants of $ -------) (Revenue $ ------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ·----------------------------------------------------------------- ------------------------------------------------------------------ ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- -------------------------------- -------------------------------- ------------------------------------------------------ ---------- ------------------------------------------------------------- 4d Other prngi-am services (Describe on Schedule 0.)
(Expenses $ including grants of $
4e Total program service expenses ►
BAA
132,742.
TEEA0102L 07/31/19
) (Revenue $
Form 990 (2019)
310
Form 990 (2019) ATTERDAG AT HOME INC 81-2961607 Page 3
[iijiffl,jJ}ffjll Checklist of Required Schedules
·1 Is the organization described in section 501 (c)(3) m 4947(a)(l) (other than a private foundation)? If 'Yes,' complete Schedule A, . . , . , , . , . , . . , . , , . . . .... , . , . . . . , , .. , . . . . , , , , , . . . . , . , , .. , . . . . . , ... , ......... , . 2 Is the 01·ganization required to complete Schedule B, Schedule of Contributors (see instructions)? , 3 Did the organization engage in direct 01· indirect political campaign activities on behalf of or in opposition to candidates for public office? If 'Yes,' complete Schedule C, Part I. . 4 Section 501(cX3) organizations. Did the organization enga3 e in lobbying activities, or have a section 501 (h) election rn effect durrng U1e tax yea1·? If 'Yes,' complete Schedule , Part II ..... , , , .. , , , . , . , , .. , , . . . . . . , .. , .. , ... . 5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or similar amounts as defined 1n Revenue Prncedure 98-19? If 'Yes,' complete Schedule C, Part If/. 6 Did the organization maintain any donor advised funds or any similar funds or accounts fo1· which donors have the right to prnvide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, Part/
7 Did the organization receive or hold a_ conservation easement, including easements to preserve open space, the environment, histo1·1c land areas, or historic structures? If 'Yes,' complete Schedule D, Part fl .... ........ , ..... 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? ff 'Yes,' complete Schedule D, Part Ill.
9 Did the or�
anization repmt an amount in Part X, line 21, f_or escrnw or custodial account liability, serve as a custodian for amoun s not listed in Part X; or provide credit counseling, debt management, crnd1t repair, or debt negotiation se1·vices? If 'Yes,' complete Schedule 0, Part IV. , . . , .. , . . . . . , , , , . . . .. , . , . . , .... , . , . . . . . . . . . . , . 10 Did the organization, directly or through a related organization, hold assets in donor-restricted endowments 01· in quasi endowments? If 'Yes,' complete Schedule D, Part V. 11 If the organization's answer to any of the following questions is 'Yes', then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If 'Yes,' complete Schedule o-w ... .. ······· .. ······· · ······· ········ ·· ····· ········· ············ ··············· b Did the organization rnport an amount for investments - other securities in Part X, line 12, that is 5% 01· more of its total assets reported in Part X, line 16? If 'Yes,' complete Schedule 0, Part VII .. c Did the organization repo1·t an amount for investments - program related in Part X, line 13, that is 5% or more of its total assets 1·eported 1n Part X, line 16? If 'Yes,' complete Schedule 0, Part VIII... . ....... , . , ................ . , ... d Did the organization repmt an amount fo1· other assets in Pa1·t X, line 15, that is 5% or more of its total assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part IX. e Did the organization report an amount fo1· othe1· liabilities in Part X, line 25? If 'Yes,' complete Schedule D, Part X. . f Did the organization's separate or consolidated financial statements for the tax yea1· include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If 'Yes,' complete Schedule D, Part X . 12 a Did the organization obtain separate, independent audited financial statements for the tax year? If 'Yes,' complete Schedule D, Parts XI and XII.
b Was the 01·ganization included in consolidated, independen_t audited financial statements for _the tax year? If 'Yes,' and if the orgamzat,on answered 'No' to !me 72a, then completmg Schedule D, Parts XI and XI! 1s optwnal 13 Is the organization a school described in section 170(b)(l)(A)(ii)? If 'Yes,' complete Schedule E .. 14a Did the organization maintain an office, employees, or agents outside of the United States?. 15 16
17 18
19 b Did _the organization have agg1·egate revenues or expenses of morn than $10,000 from g1·antmaking, fundraising, business, investment, and program se1·v1ce act1v1t1es outside the United States, or aggregate foreign investments valued at $100,000 or more? If 'Yes,' complete Schedule F, Parts I and JV....... . .. , , ..... .. , , , . , ... ... , .. , ... . , .
Did the organization repo1·t on Part IX, column (A), line 3, more than $5,000 of grants 01· other assistance to or for any foreign organization? If 'Yes,' complete Schedule F, Parts II and IV.
Did the organization repo1·t on Part IX, column (A), line 3, morn than $5,000 of aggregate grants or other assistance to or for foreign individuals? ff 'Yes,' complete Schedule F, Parts Ill and IV.
Did the 01·J
anization report a total of more than $15,000 of e'-'penses for professional fundraising services on Part IX, column (A , lines 6 and 11 e? /f 'Yes,' complete Schedule G, art I (see instructions). . . . , , , .. , ...... , .. , . , ..
Did the organization report mo1·e than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1 c and 8a? If 'Yes,' complete Schedule G, Part II.
Did the ori
anization repo1·t more than $15,000 of gross income from gaming activities on Part VIII, line 9a? ff 'Yes,' complete chedule G, Part !fl. . . . . . . . . . . . . . . . . . . . . , , . . . , , , . . , . , . , , . . . . . .. , , .. , . . , . , ..... 20a Did the organization operate one or more hospital facilities? ff 'Yes,' complete Schedule H . b If 'Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return?. 21 Did the _oi·ganization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? /f 'Yes,' complete Schedule I, Parts I and fl. . . . ...
BAA TEEA0103L 07131/19
Yes No
1 X
2 X
3 X
4 X
5 X
6 X
7 X
8 X
9 X
10 X
�i�i :111,� .llii!
11 a X
11 b
11 C
11 d X
11 e X
111 X
12a X
12b X
13 X
14a X
14b X
15 X
16 X
17 X
18 X
19 X
20a X
20b
21 X
Form 990 (2019)
311
fo,-m 990 (2019) ATTERDAG AT HOME, INC
')iijl\ffi!/% Checklist of Required Schedules (continued) 81-2961607
22 Did the 0I·ganization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 27 If 'Yes,' complete Schedule I, Parts I and Ill. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Yes No
X
23 Did the organization answer 'Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current r-----t-----t--
and former officers, directors, trustees, key employees, and highest compensated employees? If 'Yes,' complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 X 24 a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of r-----t-----t--
the last day of the year, that was issued after December 31, 2002? If 'Yes,' answer lines Z4b through 24d and complete Schedule K. If 'No, 'go to /me 25a. 24a X
r.c-c---t-----t-- b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary peI·iod exception?. 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax•exempt bonds?. . . . . . . . . . . . . . . . . . . . . , . . . . . . . .. , , , .... .. , , , . . . , . , , .. , , .. , ... , ....... , ......... , . d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time duI·ing the year? .. 25a Section 501(cX3), 501(cX4), and 501(c)(29) organizations. Did the Dl"ganization engage in an excess benefit transaction with a disqualified person duI·ing the year? If 'Yes,' complete Schedule L, Part/. b Is the organization aware that it engaged in an excess benefit trnnsaction with a disqualified person in a pI·ior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990·EZ? If 'Yes,' complete Schedule L, Part I . , , , , . . . . . , . , , . , . . , , , , , . . . . , , , . . , . , , . . . . , , , . . . .. , .. , , , . . . . , ... , . . .. , .. , 26 Did the organiza_tion repoI·t any amount on Part X, line 5 or 22, fOI" I·eceivabl_es from_o1· payables to any current or former officer, dIrecto1·, trustee, key employ
ee, creator or founder, substantial contributoI·, or 35% controlled entity or family member of any of these persons. If 'Yes,' complete Schedule L, Part If. , . . . . . , , . , , . . . . , .. , ..... , 27 Did the organization prnvide a grant or _other assistance to any current or former officer, directo1·, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons? If 'Yes,' complete Schedule L, Part Ill .
28 Was the organization a party_ to a business transaction with one of _the following parties (see Schedule L, Part IV InstructIons, for applicable filing thresholds, conditions, and exceptions):
a A cuITent or former officer, director, trustee, key employee, cI·eatoI· or founde1·, or substantial contributor? If 'Yes,' complete Schedule L, Part IV.
b A family member of any individual described in line 28a? If 'Yes,' complete Schedule L, Part IV, c A 35% contrnlled entity of one rn· more individuals and/or organizations desc1·ibed in lines 28a or 28b? If Yes,' complete Schedule L, Part IV.
29 Did the organization receive morn than $25,000 in non•cash confributions? ff 'Yes,' complete Schedule M. 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If 'Yes,' complete Schedule M,
31 Did the organization liquidate, terminate, or dissolve and cease operations? ff 'Yes,' complete Schedule N, Part I. 32 Did the organization sell, exchange, dispose of, or transfe1· more than 25% of its net assets? If 'Yes,' complete Schedule N. Part II
33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 30U701-2 and 30U701-3? If 'Yes.' complete Schedule R, Part I. . . , . . . . , ..... ... , , , . , ...... .. , .. . 34 Was the organization related to any tax•exempt or taxable entity? If 'Yes,' complete Schedule R, Part fl, Ill, or IV, and Part \I, line 7, .
35a Did the organization have a contrnlled entity within the meaning of section 512(b)(13)? .. b If 'Yes' to line 35a, did the organization receive any payment from or engage in any trnnsaction with a controlled entity within the meaning of section 512(b)(13)? If 'Yes,' complete Schedule R, Part V, line 2., 36 Section 5_01(cX3) organizations. Did the 0I·ganizat1on make any trnnsfers to an exempt non"charitable related organIzatIon? If 'Yes,' complete Schedule R, Part V, /me 2. . . . . . . . . . . . . . . . . . . . . . . . . . . , . , . . . . . '57 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is t1·eated as a partnership for federal income tax purposes? If 'Yes.' complete Schedule R, Part VI. 38 Did the 0I·ganization complete Schedule O and provide explanations in Schedule O for Pa1·t VI, lines 1 lb and 19? Note: All Form 990 filers are required to complete Schedule O , jfflfiltW't Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V. , . 1 a Enter the number rnported in Box 3 of Form 1096. Enter "O• if not applicable. b Enter the number of Forms W·2G included in line la. Enter •O· if not applicable. 1 a
1 b
c Did the_ organization comply with backup withholding rules fo1· reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . , . . . . . , , . . . , . . . , , . . . . . , , . . . . , . , . . . . . , . , . , ... , . , ..
BAA EA0104L 07/31/19
r------,-----j-
24c
24d
25a X
25b X
26 X
27 X
28a X
28b X
28c X
29 X
30 X
31 X
32 X
33 X
34 X
35a X
35b
36 X
!fl X
38 X
312
Form990 (2019) ATTERDAG AT HOME, INC 81-2961607
A!ffiMf Statements Regarding Other IRS Filings and Tax omphance (continued) 2a Enter the number of employees reported on Form W'.
3, Transmittal of Wage a_nd Tax Statements, filed for the calendar year ending with or within the year covered by this return 2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?.
Yes No
2b
Note: If the sum of lines la and 2a is grnater than 250, you may be rnquired to e-fi/e (see instructions) 3 a Did the organization have unrelated business grnss income of $1,000 01· mo1·e during the year?. :bl:+ ":M�k,i� #:/Ks.¼
b If 'Yes,' has it filed a Form 990-T for this year? If 'No' to fine 3b, provide an explanation on Schedule O . 4 a At any time during the calendar year, did the organization have an interest in, 01· a signature_ or ot_her authoriw over, a f1nanc1al account 1n a foreign count1·y (such as a bank account, se curities account, or other f1nanc1al account) .... , . . . 3a X
3b
4a X
b � �: ���t�un:�:�:�on
r
a
f:�g
o
;;�:i::����s c
:o�����EN 'F�o_r_m�l 1�4�, �R�ep_o_
--,rt -o
--,
f
cc
F�or- e-�ign-
--,
B�a-n-k-an--d�F�ina- -n-c�ia
c1
7 A-c-o_u_ c n
7 ts-
--,(F"B"A=Rc-) .--::s(:i ii(\ itii1
5 a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? .. b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelte1· transaction?. c If 'Yes,' to line 5a or 5b, did the organization file Form 8886-T?.
Ga Does the organization have annual gross receipts that are normally greater_ than $100,000, and did the organization sol1c1t any cont1·ibut1ons that were not tax deductible as charitable contributions?. b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ...
7 Organizations that may receive deductible contributions under section 170(c ). a Did the organ_ization receive a ?ayment in excess of $75 made partly as a ontribution c and partly for goods and services provided to the payor. . . . . . . . . . . . . . . . . . . . . . . . .. , , . . . . . . . , , . , . . .. , , .. , . , , ...... , .. , b If 'Yes,' did the organization notify the dono1· of the value of the goods 01· services provided?. c Did the organization sell, exchange, or othe1·wise dispose of tangible personal property for which it was required to file Form 8282?.
d If 'Yes,' indicate the number of Fo1·ms 8282 filed during the year .. 7d e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? .. f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?, . g If the organization received a contribution of qualified intellectual propedy, did the organization file Form 8899 as required? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . h If the organization received a contribution of cars, boats, airplanes, or othe1· vehicles, did the organization file a Form 1098-C?
8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? 9 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions unde1· section 4966?. b Did the sponsoring organization make a disti-ibution to a donor, donor advisor, or related person? 10 Section 501(c)(7) organizations. Ente1·:
a
b Gr
Initiation
oss 1·eceipts,
fees and
included
capital
on
contributions
Form 990, Part
included
VIII,
on
line
Part
12,
VI
for
11,
public
line 12.
use of club facilities
f-'----j10
10b
a ------
1 'J Section 501(cX12) organizations. Enter:
�-�--- -----,
a Gross income from members or sharnholders . 11 a
b Gross income from other sources (Do not net amounts due 01· paid to other sources against amounts due or received from them.).. 11 b
Sa X
Sb X
Sc
6a X
6b
7a
7b
7c X
7e X
71 X
7g
7h
8 9a
9b
��-,-,--cc----- -i= 12 a Section 4947(aX1) non-exempt charitable trusts. Is the organization filing Form 990 1n lieu of Farm 1041 ? .. b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year. 12 b �-�---------!,
13 Section S0l(cX:29) qualified nonprofit health insurance issuers. a Is the 01·ganization licensed to issue qualified health plans in more than one state?.
Note: See the instructions tor additional information the organization must report on Schedule 0. b Enter the amount of rese1·ves the organization is required to maintain by the states in which the 01·ganization is licensed to issue qualified health plans c Enter the amount of rese1·ves on hand.
74a Did the organization 1·eceive any payments for indoor tanning services during the tax yea1·? .. 13b
13c
b If 'Yes,' has it filed a Form 720 to report these payments? ff 'No,' provide an explanation on Schedule Q., 15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) dunng the year? ..
If 'Yes,· see instructions and file Form 4720, Schedule N. 16 Is the organization an educational institution subject to the section 4968 excise tax on net investment income? If 'Yes,' complete Fo1·m 4720, Schedule 0.
BAA TEEA0105L 07/31/19
14a
14b
15 X
16 X
Form 990 (2019)
313
Form 990 (2019) ATTERDAG AT HOME, INC 81-2961607 Page G !ftlffli,W'"'l Governance, Management, and Disclosure For each 'Yes' response to lines 2 through 7b below, and for a 'No' response to line Ba, Sb, or /Ob below, describe the circumstances, processes, or changes on Schedule 0. See instructions.
Check if Schedule O contains a response 01· note to any line in this Part VI (X] ·section A. Governing Body and Management 1 a Enter the number. of voting mem_bers of the governing body at the end of the tax year .
If there are material differences 1n voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule 0. 1 a
b Enter the number of voting membe1·s included on line 1 a, above, who are independent. 1 b .'-c-�-,----;;--�c;;:-------11 2 Did any officer, directo1·, trustee, or key employee have a family relationship or a business relationship with any other officer, director, ti-ustee, or key employee?.
3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person? 4 Did the organization make any significant changes to its governing documents since the prior Fo1·m 990 was filed?
5 Did the organization become aware during the year of a significant diversion of the organization's assets? 6 Did the 0I·ganization have members or stockholde1·s?
7 a Did the 0I·ganization have members, stockholders, or other persons who had the power to elect or appoint one or morn members of the governing body?
b Are any governance decisions of the organization rnserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . 8 Did the organization contemporaneously document the meetings held or wI·itten actions undertaken during the year by the following:
a The governing body? ..
b Each committee with authority to act on behalf of the governing body?. 9 Is there any office1·, directo1·, trustee, or key employee listed in Pa1·t VII, Section A, who cannot be reached at the organization's mailing address? If 'Yes,' provide the names and addresses on Schedule 0. 3 X
4 X
5 X
G X
7a X
Sb X
9 X
·section 8. Policies (This Section B requests information about policies not re uired by the Internal Revenue Code.) 10a Did the Nganization have local chapters, branches, or affiliates?, b If 'Yes,' did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consiste11t with the OJganization's exempt purposes?. 1 ·1 a Hns the organization provided a complete copy of this Form 990 to all members of its governing body before fili11g the form? Yes No
10a X
10 b
lla X
b Desc1 .
. ibe in Schedule O the process, if any, used by the organization to review this Form 990. SEE SCHEDULE Q ··;·+�: \:;-1/JYrt_ 12 a Did the organization have a wI·itten conflict of interest policy? If 'No,' go to line 73. b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
c Did the 0I·ganization regularly and consistently_monitor and enforce compliance with the policy? If 'Yes,' describe in Schedule O how this was done .. .. SEE SCHEDULE .. 0. . . . . . . . . . .. . .. . . . . . .. . . . . . ..... 13 Did the organization have a written whistleblower policy?. 14 Did the organization have a written document rntention and destruction policy? .. 15 Did the process fo1· determining compensation of the following persons include a review and approval by independent persons, comparnbil1ty data, and contempornneous substantiation of the deliberntion and decision? a The 0I·ganizat1on's CEO, Executive Director, or top management official b Other officers or key employees of the organization.
If 'Yes' to line 15a rn· 15b, describe the process in Schedule O (see instructions). 16a Did the organization invest in, contribute assets to, or participate In a joint venture or similar arrangement with a taxable entity duI·ing the year?.
b If 'Yes,' did the organization follow a written policy 01· procedure rnquiring the organization to evaluate its participation In joint venturn arrnngements undeI· applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements?.
Section C. Disclosure
17 List the states with which a copy of this Form 990 is required to be filed ► CA 12a X
12b X
12c X
13 14 X
15a
15b
16a
1Gb
--------------------------
18 Section 6104 requires an organization to make its Frn·ms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public InspectI011. Indicate how you made these available. Check all that apply. [RI Own website D Another's website D Upon request D Other (explain on Schedule 0) 79 Describe on Schedule O whether (and if so, how) the organizatio11 made its governing documents, conflict of interest policy, and financial statements available to the public durmg the tax year. SEE SCHEDULE O
20 State the name, address, and telephone number of the person who possesses the Nganization's books and records ► SORENSON & ASSOCIATES 2027 VILLAGE LANE SUITE 203 SOLVANG CA 93463 (805) 688-1122 X
X
X
X
BAA TEEA0106L 07/31119 Form 990 (2019)
314
Form990 (2019) ATTERDAG AT HOME, INC 81-2961607
rffill!!t!Dry Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Page7
Check if Schedule O contains a 1·esponse or note to any line in this Part VII ..
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1 a Complete this table for all persons required to be listed. Report compensation for the calendar yea1· ending with or within the organization's tax year.
• List all of the organization's current officers, directors, frustees (whethe1· individuals or organizations), regardless of amount of compensation. Ente1· -0- in columns (D), (E), and (F) if no compensation was paid. • List all of the organization's current key employees, if any. See instructions for definition of 'key employee,' • List tl1e organization's five current highest compensated employees (othe1- than an officer, director, trustee, or key employee) who rnceived reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.
• List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of rnportable compensation from the organization and any related organizations. • List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of repo1·table compensation from the organization and any related organizations.
See 1nst1·uctions for the order 1n which to list the persons above. [Kl Check this box if neithe1· the organization no1- any related organization compensated any current officer director, or trustee (C)
(A) (B) Position (do not check more
than one box, unless person (D) (E)
Name and title
(F)
□
Average is both an officer and a Reportable Reportable Estimated amount hours director/trustee) compensali_on from compensatio_n from --------------------------
(1) BARBARA CIRONE
PRESIDENT
_
_ (2) SUZI_MATTHIES __________
DIRECTOR
_(3) ERNEST ZOMALT _____________
DIRECTOR
_ (4) _CHRIS BROWN ______________
TREASURER
_ (5) BARBARA MARSH KLEIN ________
SECRETARY
-------------------------- (6)
_m -----------------------
-� -----------------------
-� -----------------------
(10) --------------------------
--------------------------
(11)
(12) --------------------------
------ (13) --------------------
-------------------------- (14)
BAA
pee 0 3 week J
(list ,rny i ii gJ,
hours for e
related = "
S§ a
or1��;
a- J �is' "'-
below "'" l(f C dotted
line) lt Q
--o
--
X X
5 0 X
5 0 X
5 0 X
5 0 X
----
----
----
----
----
----
----
----
----
TEEA0107L 07/31/19
of other
"
the or5
anizat1on related organizations compensation from � l- ;:;i 0N·2/1 99-MISC) 0N-2/1099-MISC) "' 12. 7l 3 the organization "l and related I<� <It organizations
l m~ m 2
3 �
,, u @
0 0. 0. 0.
0. 0. 0.
0. 0. 0.
0. o. 0.
0. 0. 0.
Form 990 (2019)
315
Form 990 (2019) ATTERDAG AT HOME, INC 81-2961607 Page 8 1/lfffl!Vll\\l Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (B) (C)
(A)
Name and title
--------------------------
(15)
------------------------
(16)
-
------------------------ (17) -
------------------------ (19) -
(20) ------------------------ -
------------- (21) ----------- -
------------------------ (22)
-
(23)
Average
hol1rs
pe,
week
(list any
hour,-,
foe
related
orga111za
- t1ons
below
dotted
line)
------------------------------·
------------------------------ (24)
(25)
-··· ----- - - - - - -- -- - --- -- - -- - -- -- .
1 b Subtotal
c Total from continuation sheets to Part VII, Section A d Total (add lines lb and le).
Po,;ition
(do not check more than one
box, unless person 1s both an
officer and a d1rectorltrt15tee)
►
►
►
(D)
Reportable
compensati_on from
the organization
0N -2/1 099-MISC)
0. 0.
0. (E)
Reportable
compensation from
related organizations
0N-2/1099-MISC)
0. 0.
0. (F)
Estimated amount
of other
compensation from
the organization
and related
organizations
0. 0.
0. 2 Total numbe1· of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the 01·ganization ► O
Yes No
3 Did _the organization list any former office1·, directo1'., tr_ustee, key employee, or highest compensated employee on line 1 a? If 'Yes,' complete Schedule J for such 1nd1v1dua! 4 For any indivi_dual listed on line 1 a, is the sum of 1·eportable compensation and other compensation fmm the organization and related organizations greater than $150,000? If 'Yes,' complete Schedule J for such individual
5 Did any person listed on line la receive or acc1·ue compensation from any unrelate d organization or individual fo1· se1·vices rendernd to the organization? ff 'Yes,' complete Schedule J tor such person.
Section B. Independent Contractors
3 4
5 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation frn· the calendar year ending with or within the organization's tax year. w � � Name and business address Description of services Compensation 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization ► o
X
X
BAA TEEA0108L 07/31/19 Form 990 (2019)
316
Fom1 990 (2019) ATTERDAG AT HOME, INC
ll!i':ffllt'Ji:1�11 Statement of Revenue
81-2961607 Page9
Check if Schedule O con tains a response or note to any line in this Part VIII. 1 a Federated campaigns.
b Membership dues.
c Fundraising events.
d Related organizations
e Government grants (contributions)
f All otl1er contributions, gifts, grants, and
similar amounts not included above
g Noncash contributions included in
lines 1a-1f.
h Total. Add lines I a-If.
(A)
Total i-evenue
Business Code
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
□
(D)
Revenue
excluded from tax
under sections
512-514
2a
b
C
d
------------------r-----+-------+------+------+------ ------------------1------+------+-------+-------l------ - - - - ----- ----- ----l------+------+-------+-------1------ ------------------1-------1-----j-----j-----j-----
------------------1------+------+-------+-------l------ f All other program service revenue. g Total. Add lines 2a-2f
3 Investment income (including dividends, inte1·est, and other similar amounts).
►
►
4 Income from investment of tax-exempt bond proceeds ... ► +--------1-------+-------+------ 5 Royalties. . ►
113. 113.
(i) Real (ii) Personal }-;;;:\-?\:;.:J❖'._.\J(»9:=-,\.<' -:---::-;_,-zl:,' f---------+---'--'--- -{:;.,:=-,',:,,;t;_,,,.:1,,i\<,-:=-\-<';°'Tu-:=-,-B�:; :;,.\}•1:i-'l:i6; �::::i:::��,:�:'i::,) :: �\!�]:j;\tt\lli\i d Net rental income or (loss)
, : �J[ ¥,i�,, ::�_:::::::(()
:
S
::ec:
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:
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:
ili
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:
s
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e
:
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i
a
i
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d Net gain or (loss) .
►
►
8 a Gross income from fundraising events
(not including $ _______ _
of contributions reported on line 1 c).
See Part IV, line 18.
b Less: dii-ect expenses
c Net income 01· (loss) from fundraising events.
9 a Gross income from gaming activities.
See Part IV, line 19
b Less: direct expenses.
c Net income or (loss) from sales of invento1-y. ►
Business Code !9
� � 11 a _________________ -+------l-----+--- -+-------1------- � I : ----------------- -+-------1------+------+-------I------ � 0:: d A11-other revenue- - - - - - - - - -
:i: e Total. Add I ines 11 a- 11 d '---------=-►+---------4 ,"•�
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12 Total revenue. See instructions. ►
BAA
203 425. 0. 0. 113.
TEEAOl 09L 07/31/19 Form 990 (2019)
317
Form 990 (2019) ATTERDAG AT HOME, INC
ffliffi\JXW-0 Statement of Functional Expenses
81-2961607
Section 501(c)(3) and 507(c)(4) organizations must complete all columns. All other organizations must complete column (A). heck if Schedule O contains a response or note to any line in this Part IX Do not include amounts reported on lines
6b, 7b, Bb, 9b, and 10b of Part VII/,
Grnnts and other assistance to domestic
organizations _and domestic governments.
See Part IV, line 21 . . . . . . . . . . . , ....
2 Grants and othe1· assistance to domestic
·1nd'1v1duals. See Pa1·t IV, line 22.
3 Grants and other assistance to foreign
(A) (B) Total expenses Program service
expenses
organizati_ons, foreign governments, and foreign ind1v1duals. See Part IV, lines 15 and 16. >------------\-------------1= 4 Benefits paid to 01· for members.
5 Compensation of current officers, directors,
trustees, and key employees
6 C_o111pensat1on not included _above to
d1squalif1ed persons (as defined under
section 4958(D(1)) and persons described
in section 4958(c)(3)(B)
7 Other salaries and wages .
8 Pension plan acc1·uals and contributions
(include section 4()1 (k) and 4D3(b)
employer contributions)
9 Othe1· employee benefits.
10 Payroll taxes ..
11 Fees for services (nonemployees):
a Management. .
b l.egal.
c Accounting
d Lobbying
e Professional fundraising services. See Part IV, line 17.
Investment management fees
0. 0.
0. 0.
60 800. 54 720.
o.
0. 6 080.
0. 0.
g Other, (If line 1 lg_ amount exceeds 10% of line 25, column (A) amount, list lme 11g expenses on Schedule 0.). . . >-------- +--------l--------+-------- 12 Advertising and promotion. 27. 13 Office expenses
14 Information technology, .
15 Royalties
16 Occupancy, .
17 Travel .
78 Payments of travel or enteda1nment
expenses for any federal, state, or local
public officials.
19 Conferences, conventions, and meetings
20 Interest
21 Payments to affiliates.
22 Depreciation, depletion, and amortization
23 Insurance.
24 Other expenses. Itemize expenses not
covernd above (List miscellaneous expenses
on line 24-e. If l'lne 24-e amount exceeds 10%
of line 25, column (A) amount, list line 24e
expenses on Schedule 0.),
271. 244.
3,672. 3,305.
6,891. 6,202,
367.
a FOODL MEAL EXPENSE ______ -+--- -'7-"5"-"-34.._,8'-"'+-------'6'-'-7-L"c81.., 3'-'.+-----'-7�53"'5'-'.+-------� bDUES_& MEMBERSHIP______ 509. 458. 51.
e All other expenses
25 Total functional expenses. Add lines 1 througl1 24e
26 Joint costs. Complete this line only if
the organization rnported 1n column (B)
Joint costs from a combined educational
campaign and fundra1s1ng solicitation.
Check here ► D if following
SOP 98-2 (ASC 958-720).
BAA
147,491. 132,742. 14,749.
TEEAOl lOL ·07/31 /19
0. Form 990 (2019)
318
Form 990 (2019) ATTERDAG AT HOME, INC
[Je.jffi,&'NI Balance Sheet
81-2961607 Page 11
"
.!I!
.,,
()
"
·�
BAA
Check if Schedule O contains a response or note to any line in this Part X. ............. 1 Cash - non-interest-bearing.
2 Savings and temporary cash investments
3 Pledges and grants rnceivable, net
4 Accounts receivable, net , .
5 Loans and othe1· receivables from any cur rent or former officer, director, trustee, key employee, _creator or founder, substantial contI·ibutor, or 35% controlled entity or family member of any of these persons..... . ..... . 6 Loans and other receivables from other disqualified persons (as defined under section 4958(0(1)), and persons described in section 4958(c)(3)(B). 7 Notes and loans receivable, net .
8 Inventories for sale oi· use.
9 Prepaid expenses and deferred charges.
10a Land, buildings, and equipment cost or other basis.
Complete Part VI of Schedule D.. ... . . , .. , , , ..
b Less: accumulated depreciation.
11 Investments - publicly trade d securities.
12 Investments - other securities. S ee Part IV, line 11. 13 Investments - program-related. See Part IV, line 11. 14 Intangible assets
"15 Other assets. See Part IV, line 11 .
16 Total assets. Add lines 1 through 15 (must equal line 33). (A) Beginning of year
59,342. 1
2 3
4 5
6 7
8 9
11 12
13 14
15 59,342. 16
17 Accounts payable and accrued expenses. 17
18 19
20 21
Grants payable. 18
Deferred revenue. 19
Tax-exempt bo nd liabilities 20
Escrow m custodial account liability. Complete Part IV of Schedule D. 21 (B)
End of year
n
115,276.
115,276.
22 ��;n
e
s
m�1�y��h
'
e
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ustee,
_·:·:r:1::>rt>?:r:<::> >< .Y<+ ·:::;·:-:-1· h•:; <Z.)i/;v controlled entity or family membe1· of any of these persons. 22 23 24
25 Secured mo rtgages and notes payable to unrelated third parties. 23 Unsecured notes and loans payable to unrelated third parties 24 Other l1ab1lities_ (includi ng federal inc_ome tax, payables to related thi1·d parties, and other l1ab1l1t1es not included on lines 17-24). Complete Pa1·t X of Sc hedule D.. 25
26 Total liabilities. Add lines 17 through 25 "" '"""'"' 0. 26 0.
Z7
28 29
30 31
32 33
Organizations that follow F ASB ASC 958, check here ►
and complete lines ZJ, 28, 32, and 33.
Net assets without donor restrictions.
Net assets with donor restrictions.
Organizations that do not follow F ASB ASC 958, check here ► and complete lines 29 through 33 .
Capital stock or trust principal, or cun·ent funds .
Pa1d•in or capital surplus, 01· land, building, or equipment fund.
Retained eamings, endowment, accumulated income, or othe1· funds.
Total net assets or fund balances.
Total liabilities and net assets/fund balances .. ,, .. , ....... , □
TEEAOl 11 L 07/31/19
59,342.127 115,276.
28 ..... f--------+-29__,f--------
30 31
59,342. 32 115,276.
59,342. 33 115,276.
Form 990 (2019)
319
Form 990 (2019) ATTERDAG AT HOME, INC
lffiBL8 Reconciliation of Net Assets
81-2961607
Check if Schedule O contains a response or note to any line in this Part XI .. 1 Total revenue (must equal Part VIII, column (A), line 12) 2 Total expenses (must equal Part IX, column (A), line 25) 3 Revenue less expenses. Subfract line 2 from line 1..
4 Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)). 5 Net unrealized gains (losses) on investments.
6 Donated services and use of facilities.
7 Investment expenses.
8 Prior period adjustments.
9 Other changes in net assets or fund balances (explain on Schedule 0). 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B)).
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Pa1·t XII., Accounting method used to prepare the Form 990: [RJ Cash □Accrual If the 01·ganization changed its method of accounting from a p1·ior year or checked 'Other,' explain 1n Schedule 0.
2 a Were the organization's financial statements compiled or reviewed by an independent accountant? .. 2 3
4 5
6 7
8 9
70 If 'Yes,' check a box below to indicate whether the financial statements for the year wern compiled or reviewed on a s�arate basis, consolidated basis, or both:
LJ Separate basis D Consolidated basis D Both consolidated and separate basis b Were the organization's financial statements audited by an independent accountant?.
If 'Yes,' check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
D Separnte basis D Consolidated basis D Both consolidated and separate basis c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accou�tant? ..
If the organization changed either its oversight process or selection process during the tax year, explain on Schedule 0.
3 a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and 0MB Circular A-133?.
b If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits.
BAA TEEA0112L 01/21/20
203 425.
147 491.
55 934,
59 342.
0. 115,276,
Yes No
2c
3a X
3b
Form 990 (2019)
320
0MB No. 1545.0047
SCHEDULE A
(Form 990 or 990-EZ)
Public Charity Status and Public Support
Complete if the organization is a section 501(cX3) organization or a section 4947(aX1) nonexempt charitable trust.
2019
► Attach to Form 990 or Form 990-EZ.
Department of the Treasury
Internal Revenue SeMce ► Go to www.irs.gov/Form990 for instructions and the latest information.
Name of the organization
ATTERDAG AT HOME, INC 81-2961607
mlJJ@ Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 � A chuI·ch, convention of churches, or association of churches described in section 170(bX1XAXi). 2 A school described in section 170(bXlXAXii). (Attach Schedule E (Form 990 or 990-EZ).) 3 A hospital rn· a cooperative hospital service 01·ganization described in section 170(bX1XAXiii). 4 A medical research organization operated in conjunction with a hospital described in section 170(bX1XAXiH). Enter the hospital's name, city, and state:
5 D An 01·ganization operated for the benefit of a college or university owned 01' operated by a governmental unit described in section 170(bXlXAXiv). (Complete Part II.)
6 DA federal, state, or local government or governmental unit described in section 170(bX1XAXv). 7 D An organization that normally receives a substantial pa1·t of its suppNt from a governmental unit or from the general public described in section 170(bX1XAXvi). (Complete Part II.)
8 0 A community trust described in section 170(bX1XAXvi). (Complete Part II.) 9 D An agricultural resea1·ch organization described in section 170(bX1XAXix) opei-ated in conju_ nction with a land-grant college
or university or a non-land-grant college of agriculture (see 1nstruct1ons). Enter the name, city, and state of the college or university:
10 12
(A)
(B)
(C)
(0)
(E)
1K] An organization that normally receives: (1) more than 33-1/3% of its support from contributions, membership fees, and grnss receipts from act1v1t1es related to its exempt fu_nct1ons-subject to certain exceptions, and (2) no more than 33-1/_3% of its support_ from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section509(aX2). (Complete Part Ill.) n An organization organized and operated exclusively to test for public safety. See section 509(aX4).
D An 01·ganization organized and operated exclus_ivelyfor the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described 1n section 509(aX1) or section 509(aX2). See section 509(aX3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. a D Type I. A suppo1•ting Nganization operated, supervised, or controlled by i_ts supported organization(s), typically by gi_ving the supported 01·ganization(s) the power to regularly appoint or elect a maJ01·ity of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b D Type II. A supporting organization supervised or contrnlled in connection with its supported organization(s), by having co_ntrol or management of the supporting organization vested in the same pe1·sons that control or manage the supported organizat1on(s). You must complete Part IV, Sections A and C.
c D Type Ill functionally integrated. A supporting organization operated 1n connection with, and functionally integrated with, its supported orgar11zat1on(s) (see 1nstruct1ons). You must complete Part IV, Sections A, D, and E. d D Type Ill non�functionally integrated. A supprn·ting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution rnqu1rement and an attentiveness requirement (see instructions), You must complete Part IV, Sections A and D, and Part V. e D Check this box if the rn·ganizatio_n rnceived a written determination from the IRS that it is a Type I, Type 11, Type Ill functionally integrated, or Type Ill non-functionally integrated supporting 01·ganizat1on. �- ---� f Enter the number of supported organizations.
g Provide the following information about the supported organizat1on(s). (i) Name of supported organization (ii) EIN (iii) Type of or9.a11ization (described on l111es_ 1-10
above (see mstrucl1ons))
(iv) Is the
organization listed
in your governing
document?
Yes No
(v) Amount of monetary
support (see insiructions)
(vi) Amount of other
support (see instr
uctions)
Total
BAA For Papeiwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
TEEA0401 L 07/03/19
Schedule A (Form 990 or 990-EZ) 2019
321
Schedule A (Form 990 or 990-EZ) 2019 ATTERDAG AT HOME, INC 81-2961607 Page 2 tJMifflUI Support Schedule for Organizations Described in Sections 170(b)(1 )(A)(iv) and 170(bX1 )(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or ·1f the organization failed to qualify under Part Ill. If the organization fails to qualify under the tests listed below, please complete Part Ill.) Section A. Pubhc Support
Calendar year (or fiscal year
beginning in) ►
1 Gifts, grants, contributions, and
membership fees received. (Do not
include any 'unusual grants.') .....
2 Tax revenues levied tor the
organization's benefit and
either paid to or expended
on ·rts behalf.
3 The value of services or
fac1l"rties furn·1shed by a
governmental unit to the
01·ganization without charge
4 Total. Add lines I through 3.
5 The porti_on of total
contributions by each person
(other than a governmental
unit N publicly supported
organization) included on line 1
that exceeds 2% of the amount
shown on line 11, column (f ).
6 Public support. Subtract line 5
from line 4. . . . . . . . . . ..
Section B. Total Support
Calendar year (or fiscal year
beginning in) ►
7 Amounts from line 4 ..
8 Grnss income from interest,
dividends, payments 1·eceived
on securities loans, rents,
royalties, and income from
similar sources ..
9 Net income from unrelated
business activities, whethN or
not the business is regularly
carr'Ied on .
10 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
Pai-t VI.)
11 TotaJ support. Add lines 7
through 10
(a)2015 (b) 2016
(a)2015 (b) 2016
12 Gross receipts trnm related activities, etc. (see instructions),. (c) 2017 (d)2018 (e)2019
(c)2017 (d) 2018 (e) 2019
13 First five years. If the Form 990 Is for the organization's fiI·st, second, third, fourth, 01· fifth tax year as a section 501 (c)(3) oi·ganizatIon, check this box and stop here... . . . .. . . . .. . . . . . . . . . . . . . . . . . . . . . . . . ............. .
Section C. Computation of Public Support Percentage
14 Public support percentage for 2019 (line 6, column (D divided by line 11, column (D)- 15 Public support percentage from 2018 Schedule A. Part II, line 14 14 15
(f) Total
(f) Total
►□
%
%
16a 33-1/3% support test-2019. _If the organization did_ not check the box on line 13, and line 14 is 33-1/3% or more, check this box and stop here. The 01·ganizatIon qualIfIes as a publicly supported organrzatron. ► D b 33-1/3% support test-2018. If the orga_nizatIon did not check a box on line 13 or 16a, and line 15 is 33-1/3% or more, check this box and stop here. The organization qualifies as a publicly suppmted organIzatIon. ► D 17a 10%-facts-and-circumstances test-2019. If the organization did not check a box on line 13, 16a, or 16b, and lin e 14 is 10% or more, and_1f the 01·ganization meets the 'facts-and-circumstances' _test, check.this box and stop here. Explain in_Part VI how the organization meets the 'facts-and-circumstances' test. The organ1zatIon qualIfIes as a publicly supported organization ..... . b 10%-facts-and-circumstances test-2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and l'lne 15 is 10% or mo,rn, and if the organization me_ets the 'facts-and-circumstances'. test, ch_e_ck this box and stop here. Explain in_ Part VI how the 01·ganizatIon meets the 'facts-and-circumstances' test. The organization qual1fIes as a publicly supported organIzat1on .. , . . . , ..... 18 Private foundation. If the Nganization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions. ►□
BAA Schedule A (Form 990 or 990-EZ) 2019
TEEA0402L 07/03/19
322
Schedule A (Form 990 01· 990-EZ) 2019 ATTERDAG AT HOME, INC 81-2961607 Page 3 llf!ll1'l�tllSupport Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part !I. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support
Calendar year (or fiscal year beginning in) ► (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total 1 Gifts, grants, contributions, f--��---f--��---f--��---f--��-----,-��-----,f---�--- and membership f_ees
1-ece1ved. (Do not include
any 'unusual grants.') ....
2 Grnss receipts from admissions,
merchandise sold or services
performed_, or facilities
furnished 1n any activity that is
rnlated to the organization's
tax-exempt purpose ..
104.636. 119. 653. 149.510. 203.312. 577 .111.
0. 3 Gross i-eceipts from activities
that are not an unrelated trade
N business under section 513 ,
4 Tax 1·evenues levied for the 1------+------+------f-------f-------1-------"c,_0. organization's benefit and
either paid to or expended on
its behalf ..
5 The value of services or
facilities fumished by a
governmental unit to the
organization without charge ...
6 Total. Add lines 1 through 5.
7a Amounts included on lines 1,
2, and 3 received from
disqualified persons:
b Amounts included on lines 2
and 3 received from othe1· than
disqualified pHsons that
exceed the greater of $5,000 or
1% of the amount on line 13
for the yea1·.
c Add lines 7a and 7b ,
0. 104.636.
0. 0.
0. 0.
0. 0.
0. 0.
119.653. 149.510. 203.312. 577 111.
0. 0. 0. 0.
0. 0. 0. 0.
0. 0. 0. 0.
Section B Total Support
577.111.
Calendar year (or fiscal year beginning in) ► (a)2015 (b)2016 (c)2017 (d) 2018 (e) 2019 (f) Total 9 Amounts from line 6. 0. 104,636.
10a Gross income from interest, dividends,
119.653. 149,510. 203,312. 577,111.
payments received on securities loans,
rents, royalties, and income from
similar sources .. 76. 113. 189.
b Umelated business taxable
income (less section 51 1
taxes) from businesses
acquired after June 30, 1975 ... 0.
c: Add lines 10a and 10b. 0. 0. 0. 76. 113. 189.
11 Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on. 0.
12 Other income. Do not include
gain or loss from the.sale of
capital assets (Explain 1n
Part VI.). 0.
13 Total support. (Add lines 9,
IOc, 11, and 12.) .. 0. 104,636. 119,653. 149,586. 203,425. 577,300. 14 First f_1Ve years. If the F mm 990 1s for the organizations first, second, third, fourth, or fifth tax year as a section 501 (c)(3) organization, check this box and stop here.. . . ... , , . , ......... , .. , ... , , . , ..... , . , , . , , ................ , , ... , ... .
Section C. Computation of Public Support Percentage
15 Public support percentage for 2019 (line 8, column (f), divided by line 13, column (f)). 16 Public support percentage from 2018 Schedule A, Part 111, line 15.
Section D. Computation of Investment Income Percentage
17 Investment income percentage for 2019 (line 10c, column (f), divided by line 13, column (f)). 18 Investment income percentage from 2018 Schedule A, Part 111, line 17,. 15 16
17 18
19a 33-113% support tests-2019. If the 01·ganization did not check the box on line 14, and line 15 is more than 33· 1/3%, and line 17 is not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization. b 33-1/3°/o supporttests-2018. If the organization did not check a box on line 14 01· line 19a, and line 16 is more than 33. 1/3%, and line 18 is not more than 33-113%, check this box and stop here. The organization qualifies as a publicly supported organization. 20 Private foundation. If the organization did not check a box on line 14, 19a, 01· 19b, check this box and see instructions .. %
%
%
%
► D
BAA TEEA0403L 07/03/19 Schedule A (Form 990 or 990-EZ)2019 323
Schedule A (Form 990 or 990-EZ) 2019 ATTERDAG AT HOME, INC 81-2961607 Page 4 Wf!f@jUj\'1] Supporting Organizations
(Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations
Are all of the organization's supported mganizations listed by name in the organization's governing documents? If 'No,' describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the des1gnat1on. If histonc and continuing relationship, explain. 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If 'Yes,' explain in Part VJ how the organization determined that the supported organization was descnbed in section 509(a)(1) or (2)
3a Did the organization have a supported organization described in section 501 (c)(4), (5), or (6)? If 'Yes,' answer (b) and ( c) below_
b Did the organization confirm that each supported organization qualified under section 501 (c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If 'Yes,' describe in Part VI when and how the organization made the determination.
c Did the organization ensure_that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If 'Yes,' explain m Part VI what controls the organ,zatton put in place to ensure such use_ 4a Was any supported organization not organized in the United States ('foreign supported 01·ganization')? ff 'Yes' and if you checked 72a or 72b in Part /1 answer (b) and (c) below. b Did the organization have ultimate control and d'1scret1on ·1n deciding whether to make grants to the foreign supported organization? If 'Yes,' describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations c Did the organization support any fornign supported Nganization that does not have an IRS determination under sections 501 (c)(3) and 509(a)(l) or (2)? If 'Yes,' explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section I 70(c)(2)(B) purposes.
Sa Did the organization add, substitute, or remove any supported organ·1zat"ions during the tax year? If 'Yes,' answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
b Type I_ or Type II only. _Was any added or substituted suppo1·ted organization part of a class already designated in the organization's orga11iz1ng document?
c Substitutions only. Was the substitution the result of an event beyond the organization's control? 6 Did the organization prov·1de support (whether in the form of grants or the provis·1on of services or facilities) to anyone othe1· than (1) its supported organizations, (ii) individuals that arn part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the f1l1ng organization's supported 01·ganizations? If 'Yes,' provide detail in Part VI. 7 Did the organization provide a grant, loan, compensation, or other sim'ilar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, 01· a 35% controlled entity with regard to a substantial contributor? If 'Yes,' complete Part I of Schedule L (Form 990 or 990-EZ). 8 Did the organization make a loan to a disqualified Rer _
son (as defined 1n section 4958) not described in line 7? If 'Yes,' complete Part I of Schedule L (Form 990 or 990EZ)
9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined 1n section 4946 (other than foundation managers and organ·1zations descr'1bed ·1n section 509(a)(1) or (2))? If 'Yes,' provide detail in Part VI.
b Did one or more disqualified persons (as defined 1n 1'1ne 9a) hold a controlling internst 1n any entity ·1n which the supporting organization had an interest? If 'Yes,' provide detail m Part VI. c Did a disqualified person (as defined in fine 9a) have an ownei-sh·1p interest in, or derive any personal benefit from, assets 1n which the supporting organization also had an interest? If 'Yes,' provide detail m Part VI. 10a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding ce1·tain Type II supporting organizations, and all Type Ill non.funct1onally integrated supporting organizations)? If 'Yes,' answer 1 Ob below.
b Did the organizatio_n have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the orgamzatron had excess busmess holdings.)
Yes No
2 3a
3b
3c
4a
4b
4c
Sa
Sb
Sc
7 8
9a
9b
9c
10a
10b
BAA TEEA0404L 07/03/19 Schedule A (Form 990 or 990-EZ) 2019 324
Schedule A (Form 990 or 990-EZ) 2019 ATTERDAG AT HOME, INC ilffii¥:!MMI Supporting Organizations (continued)
11 Has the organization accepted a gift or contribution from any of the following persons? 81-2961607
a A person who directly or indii-ectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
b A family member of a person described in (a) above?
c A 35% controlled entity of a person described in (a) or (b) above? If 'Yes' to a, b, or c. provide detail in Part VI.
Section B. Type I Supporting Organizations
Did the directors, trustees, 01· membership of one 01· morn supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax year? If 'No,' describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities.
If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year,
2 Did the organization operate for the benefit of any supported rn·ganization othe1· than the suppo1·ted organization(s) that operated, supervised, or controlled the supporting organization? ff 'Yes,' explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization
Section C. Type II Supporting Organizations