Civic Intelligence

Montecito Union School Foundation

990 • Fiscal year 2019 • EIN 95-3609133

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 13, 2020

Organization ProfileN/A
385 San Ysidro RoadMontecito, CA 93108

(805) 969-3249

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

92nd percentile

78%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

972%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$761,318

Up $333,835 (+78%) from 2018

Net Assets

Up

$761,318

Up $333,835 (+78%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin90th percentile

Revenue

Up

$760,796

Up $689,805 (+972%) from 2018

Expenses

Up

$426,961

Up $304,457 (+249%) from 2018

Net Income

Up

$333,835

Up $385,348 (+748%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2019

Assets$761,318
Liabilities$0
Net Assets$761,318
Open 2019 Filing

Operations Trend

Revenue Growth99th 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

2019

Revenue$760,796
Expenses$426,961
Net Income$333,835
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 13, 2020
Return Version
2018v3.1
Gross Receipts
$826,390
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$516,424-
Cash and Non-Interest-Bearing Accounts$427,483$244,894▼ $182,589
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$427,483$761,318▲ $333,835
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$373,514$761,318▲ $387,804
Temporarily Rstr Net Assets$53,969--
Total Net Assets Fund Balance$427,483$761,318▲ $333,835
Total Liabilities and Net Assets / Fund Balance$427,483$761,318▲ $333,835
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dana ZertucheAnnu Giv. Chair
Cathy BunninCOM Event Chair
Cate StollFundraise Chair
Dana SeltzerPrograms Chair
Thomas JacksonPresident
Cecilia McClintockExecutive VP
Deb de PonceFinancial Sec.
Ben HyattMember
Bryan de PonceMember
Kelly ShiffmanSecretary
Max TylerStrategic Part
Staci AllisonTeacher Memeber
Susan ZapalacTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$567,036
Program Service Revenue
$13,031
Investment Income
$6,894
Other Revenue
$173,835
All Other Contributions
$183,979
Change in Net Assets
$333,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$321,445
Other Expenses$105,516
Total Fundraising Expense$6,585
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$321,445--$321,445
Other Expenses$4,563-$6,585$4,563
Advertising-$2,125-$2,125
All Other Expenses-$1,727-$1,727
Fees for Services Accounting-$1,300-$1,300
Office Expenses-$977-$977
Insurance-$328-$328
Total Functional Expenses$413,919$6,457$6,585$426,961
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montecito Union School DistMontecito, CA501(c)3Support Strategic Plan$200,000
Montecito Union School DistMontecito, CA501(c)3Student Enrichment$121,445
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$239,429
Fundraising Direct Expenses$65,594
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$189,401$135,102$30,579$104,523
Jog-a-Thon$69,935$62,935$5,390$57,545
Total Events$302,228$239,429$65,594$173,835
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 2: Description of Business or Family Relationship of Officers, Directors, Et

“Two board members were related to each other.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The draft 990 is circulated to all board members electronically before it is filed..”

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

“All board members are asked to disclose all potential conflicts of interest upon joining the board, and annually thereafter..”

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

“Those wishing to obtain a copy of tax returns or other financial documents are invited to call the main office during normal business hours..”

Filing and Contact Details

Filer

Filer Name
Montecito Union School Foundation
EIN
95-3609133
Phone
8059693249
Address
385 San Ysidro Road, Montecito, CA 93108

Signing Officer

Name
Tara Fergusson
Title
Treasurer
Signed
2020-02-13
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
10

Preparer

Firm
McAvoy Co CPA
Address
115 S La Cumbre Lane Suite 100, Santa Barbara, CA 93105
Preparer
Arjun S McAvoy
Phone
8052696770
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0173835
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0977
IRS990/OfficeExpensesGrp/TotalAmt0977
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Student Activities
IRS990/OtherExpensesGrp/Desc1Green Team
IRS990/OtherExpensesGrp/Desc2Other fundraising
IRS990/OtherExpensesGrp/Desc3Hospitality
IRS990/OtherExpensesGrp/FundraisingAmt06585
IRS990/OtherExpensesGrp/ProgramServicesAmt075616
IRS990/OtherExpensesGrp/ProgramServicesAmt112295
IRS990/OtherExpensesGrp/ProgramServicesAmt24563
IRS990/OtherExpensesGrp/TotalAmt075616
IRS990/OtherExpensesGrp/TotalAmt112295
IRS990/OtherExpensesGrp/TotalAmt26585
IRS990/OtherExpensesGrp/TotalAmt34563
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0Program Related Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013031
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013031
IRS990/ProgSrvcAccomActy2Grp/Desc0The organization made a grant to Montecito Union School District to fund student enrichment activities.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0121445
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0121445
IRS990/ProgSrvcAccomActy3Grp/Desc0The organization directly sponsored approximately 10 student enrichment activities.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt092474
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt013031
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt051549
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0106505
IRS990/PYInvestmentIncomeAmt0317
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt015999
IRS990/PYProgramServiceRevenueAmt019125
IRS990/PYRevenuesLessExpensesAmt0-51513
IRS990/PYTotalExpensesAmt0122504
IRS990/PYTotalRevenueAmt070991
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0333835
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0320258
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0516424
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt024145
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt024145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0504236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0222654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0228210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0274018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01280667
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06894
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0317
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0901
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0892
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0933
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09937
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt019125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt032156
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06894
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0317
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0901
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0892
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0933
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09937
IRS990ScheduleA/InvestmentIncomeCYPct00.00750
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97420
IRS990ScheduleA/PublicSupportPY509Pct00.97980
IRS990ScheduleA/PublicSupportTotal509Amt01288678
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt024145
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt024145
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0517267
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070674
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0222654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0228210
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0274018
IRS990ScheduleA/Total509Grp/TotalAmt01312823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0524161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt070991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0223555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0229102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0274951
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01322760
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt062799
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt054299
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt07000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt01500

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$761,318
Liabilities
$0
Net assets
$761,318
Revenue
$760,796
Expenses
$426,961
Net income
$333,835
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