Civic Intelligence

The Riviera Ridge School

990 • Fiscal year 2019 • EIN 23-7154063

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 25, 2020

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

61st percentile

0.32x

Higher debt load relative to assets than 61% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.54x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

22nd percentile

-5.0%

Higher net margin than 22% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

75th percentile

$274,536

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

33rd percentile

-0.1%

Faster asset growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-7.5%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$11,601,022

Down $11,251 (-0.1%) from 2018

Net Assets

Down

$7,929,563

Down $272,529 (-3.3%) from 2018

Liabilities

Up

$3,671,459

Up $261,278 (+7.7%) from 2018

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin22nd percentile

Revenue

Down

$6,805,022

Down $554,817 (-7.5%) from 2018

Expenses

Up

$7,147,271

Up $243,628 (+3.5%) from 2018

Net Income

Down

-$342,249

Down $798,445 (-175%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2019

Assets$11,601,022
Liabilities$3,671,459
Net Assets$7,929,563
Open 2019 Filing

Operations Trend

Revenue Growth23rd 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

2019

Revenue$6,805,022
Expenses$7,147,271
Net Income-$342,249
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 25, 2020
Return Version
2018v3.1
Gross Receipts
$7,218,799
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$7,991,410$8,602,451▲ $611,041
Investments in Publicly Traded Securities$1,909,774$1,875,745▼ $34,029
Cash and Non-Interest-Bearing Accounts$831,694$279,658▼ $552,036
Savings and Temporary Cash Investments$247,738$273,556▲ $25,818
Prepaid Expenses and Deferred Charges$272,016$260,559▼ $11,457
Pledges and Grants Receivable$322,631$196,862▼ $125,769
Accounts Receivable$37,010$112,191▲ $75,181
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$11,612,273$11,601,022▼ $11,251
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,884,277$1,826,084▼ $58,193
Deferred Revenue$1,037,845$1,111,049▲ $73,204
Accounts Payable and Accrued Expenses$488,059$734,326▲ $246,267
Total Liabilities$3,410,181$3,671,459▲ $261,278
Net Assets / Fund Balance
Unrestricted Net Assets$5,787,194$5,772,104▼ $15,090
Permanently Rstr Net Assets$1,460,033$1,527,533▲ $67,500
Temporarily Rstr Net Assets$954,865$629,926▼ $324,939
Total Net Assets Fund Balance$8,202,092$7,929,563▼ $272,529
Total Liabilities and Net Assets / Fund Balance$11,612,273$11,601,022▼ $11,251

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,143,973$4,206,747$11,350,720
Land$1,035,455-$1,035,455
Equipment$229,999$797,077$1,027,076
Other Land Buildings$193,024-$193,024

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,182,502$67,500▲ $116,808$173,509$2,193,301
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
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Broderick ChristinaHead of SchoolFT$260,000$14,536$274,536
Torchin AndreaLOWER School HeadFT$140,030$3,730$143,760
McFarling AndreaDevelopment DirectorFT$112,000$5,853$117,853
Tannous KateMid School HeadFT$100,000$8,558$108,558
Brown BethBusiness ManagerFT$101,000$4,850$105,850
Seguel MollyDirector of AdmissionsFT$101,000$4,307$105,307

Board Members and Trustees

NameTitle
Rogers TomPresident
Sharma VijayVice President
Arnold PalomaTrustee
Borgatello TheresaTrustee
Chen WenjingTrustee
Greene NikkiTrustee
Lind John-MichaelTrustee
Logue TravisTrustee
Schuette RichardTrustee
Weathers AlexTrustee
Weaver AlexisTrustee
Welton SteveTrustee
Ross AllysonSecretary
Thacher NicholasTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Steve Hanson Landscaping IncLandscapingPost Office Box 4547, Santa Barbara, CA 93140$609,015
Skyeline ConstructionConstruciton16 West Mission Street, Santa Barbara, CA 93101$131,310
Lakeland Tours LLCEducational ToursPO Box 9033, Charlottesville, VA 22906$128,279
Big Green Cleaning CompanyCleaning Service4860 Calle Real, Santa Barbara, CA 93111$106,804
BlackbaudCloud Computing65 Fairchild Street, Charleston, SC 29492$100,963
Revenue and Support

Revenue Composition

Contributions and Grants
$360,556
Program Service Revenue
$6,092,992
Investment Income
$54,756
Other Revenue
$296,718
All Other Contributions
$360,556
Change in Net Assets
$-342,249

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,792,095
Revenue Not Reported on Financial Statements
$12,927
Revenue Not Reported on Form 990
$69,720
Total Revenue per Audited Statements
$6,861,815
Total Revenue per Form 990
$6,805,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,169,730
Other Expenses$1,944,852
Grants and Similar Amounts Paid$1,031,569
Total Fundraising Expense$331,514
Professional Fundraising Fees$1,120

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,026,004$1,077,532$186,142$3,289,678
Grants to Domestic Individuals$1,031,569--$1,031,569
Depreciation Depletion$306,449$136,008$21,588$464,045
Occupancy$245,798$108,123$17,552$371,473
Office Expenses$159,405$176,336$15,939$351,680
Current Officers, Directors, Trustees, and Key Employees$178,448$68,634$27,454$274,536
Payroll Taxes$166,332$77,926$12,981$257,239
Other Employee Benefits$177,199$66,645$8,637$252,481
Pension Plan Contributions$67,683$25,408$2,705$95,796
Advertising-$85,611-$85,611
Interest-$81,241-$81,241
All Other Expenses$18,363$43,124$2,663$64,150
Insurance$31,928$21,558$2,141$55,627
Other Expenses$36,609$6,290$28,780$35,070
Information Technology$19,442$8,165$1,605$29,212
Fees for Services Legal-$28,591-$28,591
Fees for Services Other$6,025$18,185$497$24,707
Fees for Services Accounting-$18,500-$18,500
Fees for Service Investment Mgmnt Fees-$12,927-$12,927
Fees for Services Professional Fundraising--$1,120$1,120
Total Functional Expenses$4,705,915$2,109,842$331,514$7,147,271

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,147,271
Expenses per Audited Statements$7,134,344
Total Expenses per Audited Statements$7,134,344
Expenses Not Reported on Financial Statements$12,927
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$410,107
Fundraising Direct Expenses$114,411
Professional Fundraising Fees$1,120

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf & Auction$410,107$410,107$61,408$348,699
Total Events$410,107$410,107$114,411$295,696
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
2020-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rogers Thomas
Formed
1972
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
14
Employees
78
Volunteers
64

Preparer

Firm
Stoltey & Associates
Address
2851 Grand Avenue, Los Olivos, CA 93441
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

“Income TaxesThe School is organized as a California nonprofit corporation and has been recognized by the IRS as exempt from federal income taxes under IRC Section 501(a) as organizations described in IRC Section 501(c)(3), qualify for the charitable contribution deduction under IRC Sections 170(b)(1)(A)(ii), and has been determined not to be private foundation. The School is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the Organization is subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. Management has determined the School is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS. The Organization has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations; and to identify and evaluate other matters that may be considered tax positions. Management has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements.”

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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

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,601,022
Liabilities
$3,671,459
Net assets
$7,929,563
Revenue
$6,805,022
Expenses
$7,147,271
Net income
-$342,249
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $10M-$25M nonprofits