Civic Intelligence

The California Academy Foundation

EIN 77-0548435 • 501(c)3 • Santa Barbara, CA

Profile

The California Academy Foundation's mission is to raise funds to support the educational and extra curricular objectives of the Multimedia Arts and Design Academy, a school within Santa Barbara High School, a public school in Santa Barbara California.

130 S Patterson Ave 1359Santa Barbara, CA 93111

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-99%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

7.5%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

124%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,554,566

Up $177,427 (+7.5%) from 2023

Liabilities

Down

$0

Down $771 (-100%) from 2023

Net Assets

Up

$2,554,566

Up $178,198 (+7.5%) from 2023

Revenue

Up

$72,070

Up $39,853 (+124%) from 2023

Expenses

Up

$143,509

Up $12,439 (+9.5%) from 2023

Net Income

Up

-$71,439

Up $27,414 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,037,348Liabilities 2011: $0Net Assets 2011: $1,037,3482011Assets 2012: $988,788Liabilities 2012: $0Net Assets 2012: $988,7882012Assets 2013: $2,884,416Liabilities 2013: $1,493,268Net Assets 2013: $1,391,1482013Assets 2014: $3,067,597Liabilities 2014: $1,348,840Net Assets 2014: $1,718,7572014Assets 2015: $3,172,642Liabilities 2015: $1,185,172Net Assets 2015: $1,987,4702015Assets 2016: $2,963,764Liabilities 2016: $1,000,129Net Assets 2016: $1,963,6352016Assets 2017: $2,991,117Liabilities 2017: $875,742Net Assets 2017: $2,115,3752017Assets 2018: $2,221,184Liabilities 2018: $9,351Net Assets 2018: $2,211,8332018Assets 2019: $2,409,699Liabilities 2019: $2,590Net Assets 2019: $2,407,1092019Assets 2020: $2,378,802Liabilities 2020: $0Net Assets 2020: $2,378,8022020Assets 2021: $2,633,154Liabilities 2021: $0Net Assets 2021: $2,633,1542021Assets 2022: $2,313,269Liabilities 2022: $2,026Net Assets 2022: $2,311,2432022Assets 2023: $2,377,139Liabilities 2023: $771Net Assets 2023: $2,376,3682023Assets 2024: $2,554,566Liabilities 2024: $0Net Assets 2024: $2,554,5662024

Highlighted filing

2024

Assets$2,554,566
Liabilities$0
Net Assets$2,554,566

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $360,545Expenses 2011: $339,035Net Income 2011: $21,5102011Expenses 2012: $421,9152012Expenses 2013: $302,4362013Revenue 2014: $627,975Expenses 2014: $300,366Net Income 2014: $327,6092014Revenue 2015: $759,325Expenses 2015: $444,853Net Income 2015: $314,4722015Revenue 2016: $602,082Expenses 2016: $567,308Net Income 2016: $34,7742016Revenue 2017: $631,640Expenses 2017: $541,892Net Income 2017: $89,7482017Revenue 2018: $689,608Expenses 2018: $593,459Net Income 2018: $96,1492018Revenue 2019: $736,761Expenses 2019: $462,686Net Income 2019: $274,0752019Revenue 2020: $173,782Expenses 2020: $263,442Net Income 2020: -$89,6602020Revenue 2021: $40,407Expenses 2021: $134,699Net Income 2021: -$94,2922021Revenue 2022: $25,068Expenses 2022: $120,878Net Income 2022: -$95,8102022Revenue 2023: $32,217Expenses 2023: $131,070Net Income 2023: -$98,8532023Revenue 2024: $72,070Expenses 2024: $143,509Net Income 2024: -$71,4392024

Highlighted filing

2024

Revenue$72,070
Expenses$143,509
Net Income-$71,439

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.07$0.14$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.03$0.13$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.03$0.12$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.04$0.13$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.17$0.26$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.74$0.46$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.21$0.69$0.59$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.99$0.88$2.12$0.63$0.54$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.96$1.00$1.96$0.60$0.57$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.17$1.19$1.99$0.76$0.44$0.31
2014Detailed filing. Detailed filing data is available for this year.$3.07$1.35$1.72$0.63$0.30$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$1.49$1.39$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.42
2011Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.36$0.34$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$222,570
Mission and Program Overview

Mission

The California Academy Foundation's mission is to raise funds to support the educational and extra curricular objectives of the Multimedia Arts and Design Academy, a school within Santa Barbara High School, a public school in Santa Barbara California.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,376,368$2,554,566▲ $178,198
Investments in Publicly Traded Securities$1,635,688$1,897,549▲ $261,861
Land, Buildings, and Equipment, Net$383,563$315,915▼ $67,648
Savings and Temporary Cash Investments$264,235$220,954▼ $43,281
Cash and Non-Interest-Bearing Accounts$93,653$120,148▲ $26,495
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,377,139$2,554,566▲ $177,427
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$771--
Total Liabilities$771$0▼ $771
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,376,368$2,554,566▲ $178,198
Total Liabilities and Net Assets / Fund Balance$2,377,139$2,554,566▲ $177,427

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$312,146$666,724$978,870
Equipment$3,562$555,088$558,650
Other Land Buildings$207$99,864$100,071
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ross BrownPresident
Mark FloresVice President
Healey YoungSecretary
Dawn FitzgeraldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,003
Program Service Revenue
$0
Investment Income
$49,177
Other Revenue
$890
All Other Contributions
$22,003
Change in Net Assets
$-71,439

Audited Revenue Reconciliation

Revenue per Audited Statements
$72,070
Revenue Not Reported on Form 990
$249,637
Total Revenue per Audited Statements
$321,707
Total Revenue per Form 990
$72,070
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,509
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$60,883$6,765-$67,648
Office Expenses$8,563$2,768-$11,331
Fees for Services Accounting-$7,850-$7,850
Insurance-$2,490-$2,490
Advertising-$2,441-$2,441
Information Technology$660--$660
Other Expenses$581--$581
All Other Expenses$536--$536
Total Functional Expenses$121,195$22,314$0$143,509

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$143,509
Total Expenses per Audited Statements$143,509
Total Expenses per Form 990$143,509
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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, Section B, Line 11B

Board members are provided a draft of the 990 prior to submission. Board members comments are implemented for final 990.

Form 990, Part VI, Section B, Line 12C

ANNUAL REVIEW

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
The California Academy Foundation
EIN
77-0548435
Phone
8059667918
Address
130 S Patterson Ave 1359, SANTA BARBARA, CA 93111

Signing Officer

Name
Ross Brown
Title
President
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ross Brown
Formed
2001
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
30

Preparer

Firm
Stoltey & Associates
Address
4643 Kennington Dr, Santa Maria, CA 93455
Preparer
Brad A Stoltey
Phone
8056895880
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0264235
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0220954
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0144141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0180478
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt049177
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt031717
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023789
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021305
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0145524
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0890
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01279
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06537
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt014837
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0144141
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0555088
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0666724
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0978870
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt099864
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0100071
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IRS990ScheduleD/RevenueSubtotalAmt072070
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IRS990ScheduleD/TotalRevenuePerForm990Amt072070
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE PROVIDED A DRAFT OF THE 990 PRIOR TO SUBMISSION. BOARD MEMBERS COMMENTS ARE IMPLEMENTED FOR FINAL 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02554566
IRS990/TotalAssetsGrp/BOYAmt02377139
IRS990/TotalAssetsGrp/EOYAmt02554566
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022314
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0121195
IRS990/TotalFunctionalExpensesGrp/TotalAmt0143509
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0771
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0771
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02376368
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02554566
IRS990/TotalProgramServiceExpensesAmt0121195
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt042677
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07390
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072070
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02377139
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02554566
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0130 S Patterson Ave 1359
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093111
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ross Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CALIFORNIA ACADEMY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0770548435
ReturnHeader/Filer/PhoneNum08059667918
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 S Patterson Ave 1359
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093111
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770581023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stoltey & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04643 Kennington Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Maria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093455
ReturnHeader/PreparerPersonGrp/PhoneNum08056895880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brad A Stoltey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-12T13:22:42-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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