Civic Intelligence

The Riviera Ridge School

990 • Fiscal year 2018 • EIN 23-7154063

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 14, 2018

Organization ProfileMARYMOUNTSB.ORG

View Organization Page

2130 Mission Ridge RoadSanta Barbra, CA 93103

(805) 569-1811

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.29x

Higher debt load relative to assets than 58% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.46x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

60th percentile

6.2%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$328,380

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

58th percentile

4.1%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2018

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$11,612,273

Up $889,972 (+8.3%) from 2016

Net Assets

Up

$8,202,092

Up $1,016,567 (+14%) from 2016

Liabilities

Down

$3,410,181

Down $126,595 (-3.6%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin60th percentile

Revenue

Up

$7,359,839

Up $1,522,433 (+26%) from 2016

Expenses

Up

$6,903,643

Up $1,059,513 (+18%) from 2016

Net Income

Up

$456,196

Up $462,920 (+6885%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $9,178,019Liabilities 2011: $3,467,932Net Assets 2011: $5,710,0872011Assets 2012: $9,186,830Liabilities 2012: $3,497,747Net Assets 2012: $5,689,0832012Assets 2013: $9,466,521Liabilities 2013: $3,536,056Net Assets 2013: $5,930,4652013Assets 2014: $10,111,072Liabilities 2014: $3,355,022Net Assets 2014: $6,756,0502014Assets 2015: $10,728,379Liabilities 2015: $3,417,544Net Assets 2015: $7,310,8352015Assets 2016: $10,722,301Liabilities 2016: $3,536,776Net Assets 2016: $7,185,5252016Assets 2018: $11,612,273Liabilities 2018: $3,410,181Net Assets 2018: $8,202,0922018Assets 2019: $11,601,022Liabilities 2019: $3,671,459Net Assets 2019: $7,929,5632019Assets 2020: $11,153,692Liabilities 2020: $3,129,913Net Assets 2020: $8,023,7792020Assets 2021: $11,249,206Liabilities 2021: $3,461,257Net Assets 2021: $7,787,9492021Assets 2022: $11,241,138Liabilities 2022: $4,664,393Net Assets 2022: $6,576,7452022Assets 2023: $11,401,528Liabilities 2023: $4,721,234Net Assets 2023: $6,680,2942023Assets 2024: $17,553,100Liabilities 2024: $11,125,212Net Assets 2024: $6,427,8882024Assets 2025: $22,705,415Liabilities 2025: $11,942,731Net Assets 2025: $10,762,6842025

Highlighted filing

2018

Assets$11,612,273
Liabilities$3,410,181
Net Assets$8,202,092
Open 2018 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $5,098,8822011Expenses 2012: $4,853,7952012Expenses 2013: $5,094,9162013Revenue 2014: $5,770,133Expenses 2014: $5,103,339Net Income 2014: $666,7942014Revenue 2015: $6,058,387Expenses 2015: $5,479,805Net Income 2015: $578,5822015Revenue 2016: $5,837,406Expenses 2016: $5,844,130Net Income 2016: -$6,7242016Revenue 2018: $7,359,839Expenses 2018: $6,903,643Net Income 2018: $456,1962018Revenue 2019: $6,805,022Expenses 2019: $7,147,271Net Income 2019: -$342,2492019Revenue 2020: $7,382,375Expenses 2020: $7,117,763Net Income 2020: $264,6122020Revenue 2021: $6,711,886Expenses 2021: $7,231,712Net Income 2021: -$519,8262021Revenue 2022: $7,126,242Expenses 2022: $7,953,678Net Income 2022: -$827,4362022Revenue 2023: $8,974,204Expenses 2023: $9,003,598Net Income 2023: -$29,3942023Revenue 2024: $9,939,367Expenses 2024: $10,107,971Net Income 2024: -$168,6042024Revenue 2025: $15,498,808Expenses 2025: $11,317,346Net Income 2025: $4,181,4622025

Highlighted filing

2018

Revenue$7,359,839
Expenses$6,903,643
Net Income$456,196
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 14, 2018
Return Version
2017v2.2
Gross Receipts
$8,930,460
Mission and Program Overview

Mission

What We Do | MissionWe provide student-centered, individualized learning in a joyful, and nurturing community, inspiring academic excellence and valuing difference.Why We Do It | VisionTo empower individual potential, inspire purpose beyond self, and cultivate social responsibility.Ideas We Live By | ValuesAcademic Excellence, Creativity, Critical Thinking, Diversity, Ethical Responsibility, Joy, Kindness, Resilience.

Marymount of Santa Barbara is an independent school for children from age 4 through Grade 8 that places equal value on the intellectual, social-emotional, and ethical dimensions of learning to prepare bright, confident,and caring young people for the next adventures of their lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,207,371$7,991,410▲ $1,784,039
Investments in Publicly Traded Securities$3,563,226$1,909,774▼ $1,653,452
Cash and Non-Interest-Bearing Accounts$724,438$831,694▲ $107,256
Pledges and Grants Receivable$298,409$322,631▲ $24,222
Prepaid Expenses and Deferred Charges$267,967$272,016▲ $4,049
Savings and Temporary Cash Investments$211,145$247,738▲ $36,593
Accounts Receivable$83,029$37,010▼ $46,019
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$11,355,585$11,612,273▲ $256,688
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,924,238$1,884,277▼ $39,961
Deferred Revenue$1,156,279$1,037,845▼ $118,434
Accounts Payable and Accrued Expenses$332,654$488,059▲ $155,405
Total Liabilities$3,413,171$3,410,181▼ $2,990
Net Assets / Fund Balance
Unrestricted Net Assets$5,705,766$5,787,194▲ $81,428
Permanently Rstr Net Assets$1,413,433$1,460,033▲ $46,600
Temporarily Rstr Net Assets$823,215$954,865▲ $131,650
Total Net Assets Fund Balance$7,942,414$8,202,092▲ $259,678
Total Liabilities and Net Assets / Fund Balance$11,355,585$11,612,273▲ $256,688

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,484,115$4,078,644$10,562,759
Equipment$251,096$879,358$1,130,454
Land$1,035,455-$1,035,455
Other Land Buildings$220,744-$220,744

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,515,598$46,600▲ $221,388$1,601,084$2,182,502
2016$3,149,471$92,015▲ $413,021$138,909$3,515,598
2015$3,199,073$15,000▼ $31,091$33,511$3,149,471
2014$3,042,538$10,000▲ $174,443$27,908$3,199,073
2013$1,436,724$1,394,658▲ $295,835$84,679$3,042,538
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wooden AndrewHead of SchoolFT$322,470$5,910$328,380
Torchin AndreaLOWER School HeadFT$136,680$932$137,612
McFarling AndreaDevelopment DirectorFT$110,313$332$110,645

Board Members and Trustees

NameTitle
Borchardt KirkPresident
Bettencourt DeborahVice President
Sharma VijayVice President
Arnold PalomaTrustee
Greene NikkiTrustee
Lind John-MichaelTrustee
Logue TravisTrustee
Parris KamalaTrustee
Rosales BrendaTrustee
Schuette RichardTrustee
Thacher NicholasTrustee
Weathers AlexTrustee
Weathers LoriTrustee
Ross AllysonSecretary
Rogers ThomasTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
QwikResponseRestoration165 Aero Camino, Goleta, CA 93117$345,114
Big Green Cleaning CompanyCleaning Service4860 Calle Real, Santa Barbara, CA 93111$181,219
Lakeland Tours LLCEducational ToursPO Box 9033, Charlottesville, VA 22906$109,337
Revenue and Support

Revenue Composition

Contributions and Grants
$569,320
Program Service Revenue
$5,993,747
Investment Income
$425,806
Other Revenue
$370,966
All Other Contributions
$569,320
Change in Net Assets
$456,196

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,359,839
Revenue Not Reported on Form 990
$-196,518
Total Revenue per Audited Statements
$7,163,321
Total Revenue per Form 990
$7,359,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,919,331
Other Expenses$1,914,973
Grants and Similar Amounts Paid$1,069,339
Total Fundraising Expense$289,813
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,859,032$947,822$170,360$2,977,214
Grants to Domestic Individuals$1,069,339--$1,069,339
Depreciation Depletion$288,525$126,157$18,171$432,853
Other Employee Benefits$218,670$149,347$11,878$379,895
Current Officers, Directors, Trustees, and Key Employees$220,015$91,946$16,419$328,380
Fees for Services Other$175,483$132,678$8,844$317,005
Office Expenses$164,505$98,562$2,537$265,604
Payroll Taxes$157,851$64,219$11,772$233,842
Occupancy$124,936$59,357$6,805$191,098
Interest-$103,258$13,242$116,500
Advertising-$69,211-$69,211
All Other Expenses$8,478$20,535$25,602$54,615
Insurance$31,242$20,797$1,867$53,906
Other Expenses$21,269$12,237$2,316$35,822
Fees for Services Accounting-$32,266-$32,266
Total Functional Expenses$4,601,731$2,012,099$289,813$6,903,643

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,903,643
Total Expenses per Audited Statements$6,903,643
Total Expenses per Form 990$6,903,643
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$468,760
Fundraising Direct Expenses$98,043
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf & Auction$468,760$468,760$41,539$427,221
Total Events$468,760$468,760$98,043$370,717
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The tax returns are reviewed by the head of school, the controller, and the finance committee before filing. Draft is available for review by trustees.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation committee reviews data from CAIS & NAIS with regard to Head of School salary”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation committee reviews data from CAIS & NAIS with regard to other officers and key employees”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“The documents are available to the public upon request”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Marymount of Santa Barbara Inc
EIN
23-7154063
Phone
8055691811
Address
2130 MISSION RIDGE ROAD, SANTA BARBRA, CA 93103

Signing Officer

Name
Rogers Thomas
Title
President
Signed
2018-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rogers Thomas
Formed
1972
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
83
Volunteers
59

Preparer

Firm
Stoltey & Associates
Address
1330 Quarter Horse Trail, Orcutt, CA 93455
Preparer
Brad A Stoltey
Phone
8056895880
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Gifts to the endowment are an investment in the long-term financial health of the institution. Income from each of the school's endowed funds is used to fund the school's programs in perpetuity. The principal is invested for long-term growth to serve present and future generations of students.”

Part X : FIN48 Footnote

“There are no uncertain tax positions”

Raw XML AppendixShowing 400 of 670 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0Marymount of Santa Barbara was founded in 1938 with a commitment to providing an education that nurtured students academic, moral, physical and creative potential. Today, as Marymount celebrates its 80th year in existence, the faculty and staff are thoroughly committed to the values for which it was founded and still resonates in our Mission Statement. At Marymount, creative, enthusiastic, and inspiring teachers engage students in their learning, challenge them to do their best, and provide the nurturing and support they need to succeed. Marymount teachers teach kids how to think, not what to think. Marymounts faculty is comprised of 22 full-time and seven part-time teachers, with 50 percent of the full-time teachers holding a Masters degree or higher. Marymounts pristine and historically significant campus location provides the opportunity for our Lower and Middle School Divisions to have the appropriate programs and facilities for their levels while still allowing for combined activities and events. Other features unique to Marymount include our licensed Junior Kindergarten program, the Center for Creative Design and Engineering (CDEC), a space where students can delve deeper into hands-on learning in Design Thinking, Engineering and Science, and a heated outdoor swimming pool that allows for swimming and aquatic activities to be a part of our physical education program in Grades 1-8, and also used for after-school athletics and Middle School electives. Lastly, our Learning Support Program, Skills Application classes, and Middle School Advisory Program work in concert to adequately meet the needs of all our students JK-8th grade.
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IRS990/MissionDesc0Marymount of Santa Barbara is an independent school for children from age 4 through Grade 8 that places equal value on the intellectual, social-emotional, and ethical dimensions of learning to prepare bright, confident,and caring young people for the next adventures of their lives.
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,612,273
Liabilities
$3,410,181
Net assets
$8,202,092
Revenue
$7,359,839
Expenses
$6,903,643
Net income
$456,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.7$11.9$10.8$15.5$11.3$4.18
2024Detailed filing. Detailed filing data is available for this year.$17.6$11.1$6.43$9.94$10.1$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$4.72$6.68$8.97$9.00$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$4.66$6.58$7.13$7.95$0.83
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$3.46$7.79$6.71$7.23$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$3.13$8.02$7.38$7.12$0.26
2019Detailed filing. Detailed filing data is available for this year.$11.6$3.67$7.93$6.81$7.15$0.34
2018Detailed filing. Detailed filing data is available for this year.$11.6$3.41$8.20$7.36$6.90$0.46
2016Detailed filing. Detailed filing data is available for this year.$10.7$3.54$7.19$5.84$5.84$0.01
2015Detailed filing. Detailed filing data is available for this year.$10.7$3.42$7.31$6.06$5.48$0.58
2014Detailed filing. Detailed filing data is available for this year.$10.1$3.36$6.76$5.77$5.10$0.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.47$3.54$5.93$5.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.19$3.50$5.69$4.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.18$3.47$5.71$5.10