Civic Intelligence

Santa Barbara Middle School

990 • Fiscal year 2014 • EIN 95-3134383

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 12, 2015

Organization Profilewww.sbms.org

View Organization Page

1321 Alameda Padre Serra93103

(805) 682-2989

Siviq Scores

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

Liabilities / Assets

66th percentile

0.28x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

56th percentile

0.15x

Higher debt load relative to revenue than 56% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

86th percentile

$163,873

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

88th percentile

35%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$2,542,084

Up $655,196 (+35%) from 2013

Net Assets

Up

$1,841,455

Up $590,453 (+47%) from 2013

Liabilities

Up

$700,629

Up $64,743 (+10%) from 2013

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin71st percentile

Revenue

$4,697,641

No earlier filing loaded for comparison.

Expenses

Up

$4,107,188

Up $236,870 (+6.1%) from 2013

Net Income

$590,453

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $1,559,422Liabilities 2011: $597,928Net Assets 2011: $961,4942011Assets 2012: $2,036,250Liabilities 2012: $994,992Net Assets 2012: $1,041,2582012Assets 2013: $1,886,888Liabilities 2013: $635,886Net Assets 2013: $1,251,0022013Assets 2014: $2,542,084Liabilities 2014: $700,629Net Assets 2014: $1,841,4552014Assets 2015: $2,945,401Liabilities 2015: $545,544Net Assets 2015: $2,399,8572015Assets 2016: $11,068,721Liabilities 2016: $1,017,119Net Assets 2016: $10,051,6022016Assets 2017: $10,969,228Liabilities 2017: $654,586Net Assets 2017: $10,314,6422017Assets 2018: $10,718,098Liabilities 2018: $430,558Net Assets 2018: $10,287,5402018Assets 2019: $11,063,585Liabilities 2019: $880,371Net Assets 2019: $10,183,2142019Assets 2020: $12,321,812Liabilities 2020: $2,122,016Net Assets 2020: $10,199,7962020Assets 2021: $15,144,441Liabilities 2021: $5,342,600Net Assets 2021: $9,801,8412021Assets 2022: $16,094,769Liabilities 2022: $5,964,678Net Assets 2022: $10,130,0912022Assets 2023: $16,953,832Liabilities 2023: $6,410,467Net Assets 2023: $10,543,3652023Assets 2024: $17,616,302Liabilities 2024: $6,764,830Net Assets 2024: $10,851,4722024

Highlighted filing

2014

Assets$2,542,084
Liabilities$700,629
Net Assets$1,841,455
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $2,979,6392011Expenses 2012: $3,753,8762012Expenses 2013: $3,870,3182013Revenue 2014: $4,697,641Expenses 2014: $4,107,188Net Income 2014: $590,4532014Revenue 2015: $5,090,821Expenses 2015: $4,532,419Net Income 2015: $558,4022015Revenue 2016: $12,700,913Expenses 2016: $5,049,168Net Income 2016: $7,651,7452016Revenue 2017: $5,789,854Expenses 2017: $5,526,814Net Income 2017: $263,0402017Revenue 2018: $5,596,371Expenses 2018: $5,623,473Net Income 2018: -$27,1022018Revenue 2019: $5,942,430Expenses 2019: $6,046,989Net Income 2019: -$104,5592019Revenue 2020: $5,888,297Expenses 2020: $5,871,715Net Income 2020: $16,5822020Revenue 2021: $7,434,634Expenses 2021: $5,959,617Net Income 2021: $1,475,0172021Revenue 2022: $6,806,761Expenses 2022: $6,478,511Net Income 2022: $328,2502022Revenue 2023: $7,184,666Expenses 2023: $6,771,392Net Income 2023: $413,2742023Revenue 2024: $7,865,725Expenses 2024: $7,557,618Net Income 2024: $308,1072024

Highlighted filing

2014

Revenue$4,697,641
Expenses$4,107,188
Net Income$590,453
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 12, 2015
Return Version
2013v4.0
Gross Receipts
$4,892,075
Mission and Program Overview

Mission

To operate a school for grades 6-9, delivering a holistic program of academics, arts & athletics, community service, and outdoor education that fosters passion for life and learning, self trust, strength and courage to succeed, and compassion and respect for others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,587,115$1,658,988▲ $71,873
Cash and Non-Interest-Bearing Accounts$69,814$583,070▲ $513,256
Accounts Receivable$111,609$97,447▼ $14,162
Pledges and Grants Receivable$1,000$93,853▲ $92,853
Intangible Assets$80,137$77,227▼ $2,910
Inventories for Sale or Use$29,955$25,171▼ $4,784
Prepaid Expenses and Deferred Charges$7,257$6,326▼ $931
Savings and Temporary Cash Investments-$0-
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-
Investments in Publicly Traded Securities-$0-
Total Assets$1,886,888$2,542,084▲ $655,196
Other Assets Total$1$2▲ $1
Liabilities
Deferred Revenue$628,594$643,393▲ $14,799
Mortgage Notes Payable Secured by Investment Property-$31,129-
Accounts Payable and Accrued Expenses$7,292$26,107▲ $18,815
Total Liabilities$635,886$700,629▲ $64,743
Net Assets / Fund Balance
Unrestricted Net Assets$1,201,880$1,448,684▲ $246,804
Temporarily Rstr Net Assets$6,664$350,313▲ $343,649
Permanently Rstr Net Assets$42,458$42,458→ $0
Total Net Assets Fund Balance$1,251,002$1,841,455▲ $590,453
Total Liabilities and Net Assets / Fund Balance$1,886,888$2,542,084▲ $655,196

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,544,172$171,845$1,716,017
Equipment$79,211$557,954$637,165
Other Land Buildings$35,605$175,703$211,308

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$73,477$615,371▲ $44$271,766$417,126
2012$109,298$310,241▲ $11$346,073$73,477
2011$1,067,987$517,795▲ $51$1,473,035$109,298
2010$1,126,840$790,151▼ $2,252$846,752$1,067,987
2009$26,750$7,836-$5,470$1,126,840
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian McWilliamsHeadmasterFT$159,100$4,773$163,873
Suzanne PrinceControllerFT$101,527$3,046$104,573

Board Members and Trustees

NameTitle
Craig ZimmermanPast President
Mark BloomerPresident
Patty SwensonVice President
Christie GlanvilleTrustee
Craig GranetTrustee
Daphne TebbeTrustee
Eric SanbornTrustee
Francois DeJohnTrustee
Gary DorfmanTrustee
Glenn KincaidTrustee
Jim YoungsonTrustee
Kelly KnightTrustee
Marguerite BianchiTrustee
Meghan SkinnerTrustee
Michelle KonoskeTrustee
Mimi deGruyTrustee
Shannon VenableTrustee
Steve BessermanTrustee
Aniko HuffardSecretary
Ken SaxonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$983,053
Program Service Revenue
$3,591,496
Investment Income
$720
Other Revenue
$122,372
All Other Contributions
$939,048
Change in Net Assets
$590,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,253,030
Other Expenses$1,854,158
Total Fundraising Expense$147,115
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,264,630$516,933$96,311$1,877,874
Occupancy$350,810$58,434$4,495$413,739
All Other Expenses$282,100$59,834$18,784$360,718
Other Employee Benefits$160,355$65,547$12,212$238,114
Payroll Taxes$92,289$37,724$7,029$137,042
Depreciation Depletion$105,842--$105,842
Insurance$79,264$4,926$1,971$86,161
Other Expenses$63,787$9,642$742$74,171
Conferences and Meetings$18,302$1,521-$19,823
Total Functional Expenses$3,200,618$759,455$147,115$4,107,188
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$112,974
Fundraising Direct Expenses$36,064
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$156,979$112,974$7,409$105,565
Total Events$156,979$112,974$36,064$76,910
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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, Line 11B: Form 990 Review Process

“The President and the Treasurer review the 990, email copies to the board members, and report to the Finance Committee. The Finance Committee recommends approval to the Board. The board has delegated the primary review process to the Finance Committee which is composed of members with financial expertise.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Trustees are given conflict of interest forms to fill out and sign. They are then reviewed by the Chair of the Governance Committee for completeness.”

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

“The Executive Committee appoints a compensation committee of its members which reviews comparable salaries and other data to determine the compensation level for the headmaster each year. The Executive Committee then recommends the compensation to the Board of Trustees for adoption, and an employment contract is executed.”

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

“All documents are available upon request.”

Filing and Contact Details

Filer

EIN
95-3134383
Phone
8056822989

Signing Officer

Name
Ken Saxon
Title
Treasurer
Signed
2015-02-12
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
20
Independent Board Members
20
Employees
41

Preparer

Preparer
Stephen M Enrico CPA
Phone
8059694764
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IRS990/Form990PartVIISectionAGrp/PersonNm1Meghan Skinner
IRS990/Form990PartVIISectionAGrp/PersonNm2Steve Besserman
IRS990/Form990PartVIISectionAGrp/PersonNm3Mark Bloomer
IRS990/Form990PartVIISectionAGrp/PersonNm4Christie Glanville
IRS990/Form990PartVIISectionAGrp/PersonNm5Eric Sanborn
IRS990/Form990PartVIISectionAGrp/PersonNm6Ken Saxon
IRS990/Form990PartVIISectionAGrp/PersonNm7Glenn Kincaid
IRS990/Form990PartVIISectionAGrp/PersonNm8Gary Dorfman
IRS990/Form990PartVIISectionAGrp/PersonNm9Aniko Huffard
IRS990/Form990PartVIISectionAGrp/PersonNm10Michelle Konoske
IRS990/Form990PartVIISectionAGrp/PersonNm11Kelly Knight
IRS990/Form990PartVIISectionAGrp/PersonNm12Jim Youngson
IRS990/Form990PartVIISectionAGrp/PersonNm13Shannon Venable
IRS990/Form990PartVIISectionAGrp/PersonNm14Francois DeJohn
IRS990/Form990PartVIISectionAGrp/PersonNm15Craig Granet
IRS990/Form990PartVIISectionAGrp/PersonNm16Patty Swenson
IRS990/Form990PartVIISectionAGrp/PersonNm17Craig Zimmerman
IRS990/Form990PartVIISectionAGrp/PersonNm18Mimi deGruy
IRS990/Form990PartVIISectionAGrp/PersonNm19Daphne Tebbe
IRS990/Form990PartVIISectionAGrp/PersonNm20Brian McWilliams
IRS990/Form990PartVIISectionAGrp/PersonNm21Suzanne Prince
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt17Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Headmaster
IRS990/Form990PartVIISectionAGrp/TitleTxt21Controller
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IRS990/FundraisingDirectExpensesAmt036064
IRS990/FundraisingGrossIncomeAmt0112974
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IRS990/InsuranceGrp/FundraisingAmt01971
IRS990/InsuranceGrp/ManagementAndGeneralAmt04926
IRS990/InsuranceGrp/ProgramServicesAmt079264
IRS990/InsuranceGrp/TotalAmt086161
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To operate a school for grades 6-9, delivering a holistic program of academics, arts & athletics, community service, and outdoor education that fosters passion for life and learning, self trust, strength and courage to succeed, and compassion and respect for others.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt076910
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt025104
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0160355
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IRS990/OtherExpensesGrp/Desc2Printing and Publications
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IRS990/OtherExpensesGrp/FundraisingAmt1742
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04894
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IRS990/OtherExpensesGrp/ProgramServicesAmt0597046
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IRS990/OtherExpensesGrp/ProgramServicesAmt363787
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IRS990/OtherExpensesGrp/TotalAmt374171
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0516933
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01264630
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt037724
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06326
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,542,084
Liabilities
$700,629
Net assets
$1,841,455
Revenue
$4,697,641
Expenses
$4,107,188
Net income
$590,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.6$6.76$10.9$7.87$7.56$0.31
2023Detailed filing. Detailed filing data is available for this year.$17.0$6.41$10.5$7.18$6.77$0.41
2022Detailed filing. Detailed filing data is available for this year.$16.1$5.96$10.1$6.81$6.48$0.33
2021Detailed filing. Detailed filing data is available for this year.$15.1$5.34$9.80$7.43$5.96$1.48
2020Detailed filing. Detailed filing data is available for this year.$12.3$2.12$10.2$5.89$5.87$0.02
2019Detailed filing. Detailed filing data is available for this year.$11.1$0.88$10.2$5.94$6.05$0.10
2018Detailed filing. Detailed filing data is available for this year.$10.7$0.43$10.3$5.60$5.62$0.03
2017Detailed filing. Detailed filing data is available for this year.$11.0$0.65$10.3$5.79$5.53$0.26
2016Detailed filing. Detailed filing data is available for this year.$11.1$1.02$10.1$12.7$5.05$7.65
2015Detailed filing. Detailed filing data is available for this year.$2.95$0.55$2.40$5.09$4.53$0.56
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.70$1.84$4.70$4.11$0.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.64$1.25$3.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.99$1.04$3.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.60$0.96$2.98