Civic Intelligence

Montecito Union School Foundation

990 • Fiscal year 2015 • EIN 95-3609133

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 14, 2015

Organization Profilemontecitou.org
385 San Ysidro RoadSanta Barbara, CA 93108

(805) 969-3249

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

38th percentile

-0.8%

Higher net margin than 38% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

45th percentile

-0.5%

Faster asset growth than 45% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

42nd percentile

-3.9%

Faster revenue growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$435,962

Down $2,127 (-0.5%) from 2014

Net Assets

Down

$435,962

Down $2,127 (-0.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin38th percentile

Revenue

Down

$274,952

Down $11,302 (-3.9%) from 2014

Expenses

Down

$277,079

Down $164,713 (-37%) from 2014

Net Income

Up

-$2,127

Up $153,411 (+99%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $485,508Net Assets 2010: $485,5082010Assets 2012: $566,269Liabilities 2012: $0Net Assets 2012: $566,2692012Assets 2013: $593,627Liabilities 2013: $0Net Assets 2013: $593,6272013Assets 2014: $438,089Liabilities 2014: $0Net Assets 2014: $438,0892014Assets 2015: $435,962Liabilities 2015: $0Net Assets 2015: $435,9622015Assets 2016: $498,428Liabilities 2016: $0Net Assets 2016: $498,4282016Assets 2017: $478,996Liabilities 2017: $0Net Assets 2017: $478,9962017Assets 2018: $427,483Liabilities 2018: $0Net Assets 2018: $427,4832018Assets 2019: $761,318Liabilities 2019: $0Net Assets 2019: $761,3182019Assets 2020: $823,209Liabilities 2020: $0Net Assets 2020: $823,2092020Assets 2021: $846,080Liabilities 2021: $0Net Assets 2021: $846,0802021Assets 2022: $1,106,841Liabilities 2022: $0Net Assets 2022: $1,106,8412022Assets 2023: $846,427Liabilities 2023: $0Net Assets 2023: $846,4272023Assets 2024: $1,155,021Liabilities 2024: $0Net Assets 2024: $1,155,0212024Assets 2025: $1,094,348Liabilities 2025: $0Net Assets 2025: $1,094,3482025

Highlighted filing

2015

Assets$435,962
Liabilities$0
Net Assets$435,962
Open 2015 Filing

Operations Trend

Revenue Growth42nd percentile

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

$1.0M$500K$0-$500KRevenue 2010: $111,762Expenses 2010: $111,947Net Income 2010: -$1852010Expenses 2012: $60,5602012Expenses 2013: $321,2972013Revenue 2014: $286,254Expenses 2014: $441,792Net Income 2014: -$155,5382014Revenue 2015: $274,952Expenses 2015: $277,079Net Income 2015: -$2,1272015Revenue 2016: $229,102Expenses 2016: $166,635Net Income 2016: $62,4672016Revenue 2017: $223,555Expenses 2017: $242,567Net Income 2017: -$19,0122017Revenue 2018: $70,991Expenses 2018: $122,504Net Income 2018: -$51,5132018Revenue 2019: $760,796Expenses 2019: $426,961Net Income 2019: $333,8352019Revenue 2020: $314,889Expenses 2020: $252,998Net Income 2020: $61,8912020Revenue 2021: $333,129Expenses 2021: $310,258Net Income 2021: $22,8712021Revenue 2022: $621,302Expenses 2022: $360,541Net Income 2022: $260,7612022Revenue 2023: $547,730Expenses 2023: $808,144Net Income 2023: -$260,4142023Revenue 2024: $555,693Expenses 2024: $247,099Net Income 2024: $308,5942024Revenue 2025: $419,594Expenses 2025: $480,267Net Income 2025: -$60,6732025

Highlighted filing

2015

Revenue$274,952
Expenses$277,079
Net Income-$2,127
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 14, 2015
Return Version
2014v5.0
Gross Receipts
$274,952
Mission and Program Overview

Mission

To raise funds to sponsor educational programs at Montecito Union School District.

Raise funds to sponsor educational programs at montecito union school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$438,089$435,962▼ $2,127
Rtn Earn Endowment Incm Other Fnds$438,089$435,962▼ $2,127
Cash and Non-Interest-Bearing Accounts-$0-
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$438,089$435,962▼ $2,127
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$438,089$435,962▼ $2,127
Total Liabilities and Net Assets / Fund Balance$438,089$435,962▼ $2,127
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
SUZANNE McCAFFERTYPresident
Caroline HarrahTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$121,038
Program Service Revenue
$152,980
Investment Income
$934
Other Revenue
$0
All Other Contributions
$121,038
Change in Net Assets
$-2,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,180
Grants and Similar Amounts Paid$103,700
Total Fundraising Expense$3,269
Professional Fundraising Fees$1,199
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$151,767--$151,767
Grants to Domestic Orgs$103,700--$103,700
Fees for Services Management-$13,218-$13,218
Fees for Services Accounting-$2,661-$2,661
Advertising--$2,070$2,070
Fees for Services Professional Fundraising--$1,199$1,199
Office Expenses-$453-$453
Fees for Services Other-$124-$124
Other Expenses-$64-$64
Total Functional Expenses$255,467$18,343$3,269$277,079
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$1,199
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
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, Line 11B: Form 990 Review Process

“President and Treasurer review 990 prior to signing e-file authorization”

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

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Montecito Educational Foundation
EIN
95-3609133
Phone
8059693249
Address
385 SAN YSIDRO ROAD, SANTA BARBARA, CA 93108

Signing Officer

Name
SUZANNE McCAFFERTY
Title
President
Signed
2015-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
SUZANNE McCAFFERTY
Formed
1980
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Walpole & Co LLP
Address
70 Santa Felicia Drive, Goleta, CA 93117
Preparer
Conley Porter Ea
Phone
8055699864
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$435,962
Liabilities
$0
Net assets
$435,962
Revenue
$274,952
Expenses
$277,079
Net income
-$2,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.42$0.48$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.56$0.25$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.55$0.81$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.62$0.36$0.26
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.33$0.31$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.31$0.25$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.76$0.43$0.33
2018Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$0.07$0.12$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.22$0.24$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.23$0.17$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.27$0.28$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.29$0.44$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.49$0.11$0.11$0.00