Civic Intelligence

Montecito Union School Foundation

990 • Fiscal year 2020 • EIN 95-3609133

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 05, 2021

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.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

53rd percentile

8.1%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-59%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$823,209

Up $61,891 (+8.1%) from 2019

Net Assets

Up

$823,209

Up $61,891 (+8.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$314,889

Down $445,907 (-59%) from 2019

Expenses

Down

$252,998

Down $173,963 (-41%) from 2019

Net Income

Down

$61,891

Down $271,944 (-81%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$823,209
Liabilities$0
Net Assets$823,209

Operations Trend

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

2020

Revenue$314,889
Expenses$252,998
Net Income$61,891
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 5, 2021
Return Version
2019v5.0
Gross Receipts
$382,778
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$244,894$804,025▲ $559,131
Savings and Temporary Cash Investments$516,424$10,189▼ $506,235
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$761,318$823,209▲ $61,891
Other Assets Total-$8,995-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$761,318$823,209▲ $61,891
Total Net Assets Fund Balance$761,318$823,209▲ $61,891
Total Liabilities and Net Assets / Fund Balance$761,318$823,209▲ $61,891
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelly ShiffmanEvents Chair
Meika McCrindlePrograms Chair
Catherine StollPresident
Thomas JacksonVice President
Cathy BunninAnnual Giving
Max TylerDevelopment
Jacqueline DuranFinancial Sec.
Ana RudnickiFundraising
Ben HyattMember
Tod SpiekerMember
Sylvia KimSecretary
Stacy AllisonTeacher Member
Tara FergussonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$218,879
Program Service Revenue
$6,842
Investment Income
$3,353
Other Revenue
$85,815
All Other Contributions
$153,709
Change in Net Assets
$61,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$195,835
Other Expenses$57,163
Total Fundraising Expense$2,393
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$195,835--$195,835
Fees for Services Accounting-$5,108-$5,108
Advertising-$4,647-$4,647
Other Expenses$9,084$17,749$2,393$2,393
All Other Expenses$1,617$685-$2,302
Office Expenses-$1,484-$1,484
Total Functional Expenses$220,932$29,673$2,393$252,998
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montecito Union School DistMontecito, CA501(c)(3)Student Enrichment$151,835
Montecito Union School DistMontecito, CA501(c)(3)Project Dev. Feasibility Study$44,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$153,704
Fundraising Direct Expenses$67,889
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$163,718$105,548$11,014$94,534
Jog-a-Thon$55,156$48,156$5,414$42,742
Total Events$218,874$153,704$67,889$85,815
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 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, 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
Erica Leggio
Title
Treasurer
Signed
2021-03-05
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/OfficeExpensesGrp/ManagementAndGeneralAmt01484
IRS990/OfficeExpensesGrp/TotalAmt01484
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt08995
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Bank Charges
IRS990/OtherExpensesGrp/Desc1Student Activities
IRS990/OtherExpensesGrp/Desc2Green Team
IRS990/OtherExpensesGrp/Desc3Other fundraising
IRS990/OtherExpensesGrp/FundraisingAmt02393
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017749
IRS990/OtherExpensesGrp/ProgramServicesAmt014396
IRS990/OtherExpensesGrp/ProgramServicesAmt19084
IRS990/OtherExpensesGrp/TotalAmt017749
IRS990/OtherExpensesGrp/TotalAmt114396
IRS990/OtherExpensesGrp/TotalAmt29084
IRS990/OtherExpensesGrp/TotalAmt32393
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/RelatedOrExemptFuncIncomeAmt06842
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06842
IRS990/ProgSrvcAccomActy2Grp/Desc0The organization directly sponsored approximately 10 student enrichment activities.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025097
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06842
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0567036
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0321445
IRS990/PYInvestmentIncomeAmt06894
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0105516
IRS990/PYOtherRevenueAmt0173835
IRS990/PYProgramServiceRevenueAmt013031
IRS990/PYRevenuesLessExpensesAmt0333835
IRS990/PYTotalExpensesAmt0426961
IRS990/PYTotalRevenueAmt0760796
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt061891
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0516424
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010189
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt032450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt024145
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt056595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0372583
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0486207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt051549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0222654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0228210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01361203
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03353
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06894
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0317
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0901
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0892
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06842
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt019125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt038998
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03353
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06894
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0317
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0901
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0892
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012357
IRS990ScheduleA/InvestmentIncomeCYPct00.00870
IRS990ScheduleA/InvestmentIncomePYPct00.00750
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95120
IRS990ScheduleA/PublicSupportPY509Pct00.97420
IRS990ScheduleA/PublicSupportTotal509Amt01343606
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt032450
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt024145
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt056595
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0379425
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0499238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070674
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0222654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0228210
IRS990ScheduleA/Total509Grp/TotalAmt01400201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0382778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0506132
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0223555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0229102
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01412558
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/CharitableContributionsTotAmt065170
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt058170
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt07000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt067889
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt010347
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt010347
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gala
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jog-a-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt033614

Document Assets

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Filings

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