Civic Intelligence

La Cumbre Jr High School Foundation Inc

EIN 26-2964339 • 501(c)3 • Santa Barbara, CA

Profile

To promote and enhance the educational and social programs of la cumbre junior high school and foster independent thinking, healthy mind and body, love of learning, and skills that prepare students for high school and beyond.

PO Box 6502Santa Barbara, CA 93160

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-446%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-64%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $29,078 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $29,078 (-100%) from 2019

Revenue

Down

$6,515

Down $11,453 (-64%) from 2019

Expenses

Up

$35,593

Up $32,264 (+969%) from 2019

Net Income

Down

-$29,078

Down $43,717 (-299%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2012: $41,300Net Assets 2012: $41,3002012Assets 2013: $83,872Net Assets 2013: $83,8722013Assets 2014: $107,948Liabilities 2014: $1,015Net Assets 2014: $106,9332014Assets 2015: $126,503Liabilities 2015: $1,032Net Assets 2015: $125,4712015Assets 2016: $160,404Liabilities 2016: $0Net Assets 2016: $160,4042016Assets 2017: $92,704Liabilities 2017: $0Net Assets 2017: $92,7042017Assets 2018: $14,439Liabilities 2018: $0Net Assets 2018: $14,4392018Assets 2019: $29,078Liabilities 2019: $0Net Assets 2019: $29,0782019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $57,798Expenses 2012: $46,532Net Income 2012: $11,2662012Revenue 2013: $85,420Expenses 2013: $42,848Net Income 2013: $42,5722013Revenue 2014: $86,116Expenses 2014: $63,055Net Income 2014: $23,0612014Revenue 2015: $109,527Expenses 2015: $91,241Net Income 2015: $18,2862015Revenue 2016: $66,956Expenses 2016: $32,023Net Income 2016: $34,9332016Revenue 2017: $135,639Expenses 2017: $203,339Net Income 2017: -$67,7002017Revenue 2018: $8,603Expenses 2018: $86,868Net Income 2018: -$78,2652018Revenue 2019: $17,968Expenses 2019: $3,329Net Income 2019: $14,6392019Revenue 2020: $6,515Expenses 2020: $35,593Net Income 2020: -$29,0782020

Highlighted filing

2020

Revenue$6,515
Expenses$35,593
Net Income-$29,078

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$6,515
Mission and Program Overview

Mission

To promote and enhance the educational and social programs of La Cumbre Junior High School and foster independent thinking, health mind and body, love of learning, and skills that prepare students for High School and beyond.

To promote and enhance educational and social programs of la cumbre junior high school and the greater westside community, and foster independent thinking, healthy minds and body, love of learning and the skills necessary to prepare students for high school and beyond.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE EDUCATIONAL PROGRAMS OF LA CUMBRE JUNIOR HIGH SCHOOL INCLUDING THEATER PROGRAM AND HEALTHY LIFESTYLE.$34,287$34,494
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLIFF LAMBERTInterim President-$0--
VANESSA GARCIATreasurer-$0--
WEL-JARA JOHNSONDirector-$0--
JUDY RICKERDirector-$0--
MARIE JOHNSONDirector-$0--
JEANNE TEKINCEDirector-$0--
Filing and Contact Details

Filer

Filer Name
La Cumbre Foundation Inc
EIN
26-2964339
Phone
8056870761
Address
PO BOX 6502, SANTA BARBARA, CA 93160

Signing Officer

Name
Cliff Lambert
Title
Interim President
Phone
8056870761
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
3757 STATE STREET SUITE 3B, SANTA BARBARA, CA 93105
Preparer
William L Jackson
Phone
8059664157
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 15.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: santa barbara foundation. Grantee address: 1111 chapala st suite 200 santa barbara, ca 93101. Grantee relationship: none. Property description: cash. Method used to determine book value: cash value. Method used to determine fmv: cash value. Date of gift: 09/17/20. Amount given: 25,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: santa barbara foundation. Grantee address: 1111 chapala st suite 200 santa barbara, ca 93101. Grantee relationship: none. Property description: cash. Method used to determine book value: cash value. Method used to determine fmv: cash value. Date of gift: 06/30/20. Amount given: 9,287. Total included on form 990-ez, line 10: 34,287.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank fees. Amount: 30.

Raw XML Appendix194 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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IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND ENHANCE EDUCATIONAL AND SOCIAL PROGRAMS OF LA CUMBRE JUNIOR HIGH SCHOOL AND THE GREATER WESTSIDE COMMUNITY, AND FOSTER INDEPENDENT THINKING, HEALTHY MINDS AND BODY, LOVE OF LEARNING AND THE SKILLS NECESSARY TO PREPARE STUDENTS FOR HIGH SCHOOL AND BEYOND.
IRS990EZ/PrintingPublicationsPostageAmt0206
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV = CASH TRANSFERRED
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01111 CHAPALA STREET 200
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: SANTA BARBARA FOUNDATION. GRANTEE ADDRESS: 1111 CHAPALA ST SUITE 200 SANTA BARBARA, CA 93101. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH VALUE. METHOD USED TO DETERMINE FMV: CASH VALUE. DATE OF GIFT: 09/17/20. AMOUNT GIVEN: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: SANTA BARBARA FOUNDATION. GRANTEE ADDRESS: 1111 CHAPALA ST SUITE 200 SANTA BARBARA, CA 93101. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH VALUE. METHOD USED TO DETERMINE FMV: CASH VALUE. DATE OF GIFT: 06/30/20. AMOUNT GIVEN: 9,287. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 34,287.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: BANK FEES. AMOUNT: 30.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08056870761
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
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ReturnHeader/FilingSecurityInformation/IPTm014:41:12
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ReturnHeader/PreparerPersonGrp/PhoneNum08059664157
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM L JACKSON
ReturnHeader/ReturnTs02020-11-16T10:08:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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