Civic Intelligence

Rotary Club of Montecito Foundation Inc

EIN 77-0424315 • 501(c)3 • Santa Barbara, CA

Profile

The foundation gave grants to local schools and charities. In addition, assistance was provided to the Rotary Club of Bukuva, Congo, in providing assistance to local businesses.

PO Box 40218Santa Barbara, CA 93140

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

49th percentile

1.2%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

55th percentile

0.2%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

134%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$189,358

Up $376 (+0.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$189,358

Up $376 (+0.2%) from 2020

Revenue

Up

$31,976

Up $18,312 (+134%) from 2020

Expenses

Up

$31,600

Up $20,900 (+195%) from 2020

Net Income

Down

$376

Down $2,588 (-87%) from 2020

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $147,575Net Assets 2012: $147,5752012Assets 2013: $154,933Liabilities 2013: $0Net Assets 2013: $154,9332013Assets 2014: $153,370Liabilities 2014: $0Net Assets 2014: $153,3702014Assets 2015: $163,328Liabilities 2015: $0Net Assets 2015: $163,3282015Assets 2016: $154,380Liabilities 2016: $60Net Assets 2016: $154,3202016Assets 2017: $150,667Liabilities 2017: $0Net Assets 2017: $150,6672017Assets 2018: $149,450Liabilities 2018: $0Net Assets 2018: $149,4502018Assets 2019: $186,018Liabilities 2019: $0Net Assets 2019: $186,0182019Assets 2020: $188,982Liabilities 2020: $0Net Assets 2020: $188,9822020Assets 2021: $189,358Liabilities 2021: $0Net Assets 2021: $189,3582021

Highlighted filing

2021

Assets$189,358
Liabilities$0
Net Assets$189,358

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $47,142Expenses 2012: $22,796Net Income 2012: $24,3462012Revenue 2013: $8,863Expenses 2013: $12,982Net Income 2013: -$4,1192013Revenue 2014: $16,037Expenses 2014: $17,600Net Income 2014: -$1,5632014Revenue 2015: $27,038Expenses 2015: $21,916Net Income 2015: $5,1222015Revenue 2016: $25,552Expenses 2016: $34,560Net Income 2016: -$9,0082016Revenue 2017: $25,439Expenses 2017: $21,125Net Income 2017: $4,3142017Revenue 2018: $14,535Expenses 2018: $15,752Net Income 2018: -$1,2172018Revenue 2019: $53,072Expenses 2019: $16,504Net Income 2019: $36,5682019Revenue 2020: $13,664Expenses 2020: $10,700Net Income 2020: $2,9642020Revenue 2021: $31,976Expenses 2021: $31,600Net Income 2021: $3762021

Highlighted filing

2021

Revenue$31,976
Expenses$31,600
Net Income$376

Filings