Civic Intelligence

Montecito Union School Foundation

990 • Fiscal year 2021 • EIN 95-3609133

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 23, 2022

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

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

40th percentile

6.9%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

36th percentile

2.8%

Faster asset growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

5.8%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$846,080

Up $22,871 (+2.8%) from 2020

Net Assets

Up

$846,080

Up $22,871 (+2.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$333,129

Up $18,240 (+5.8%) from 2020

Expenses

Up

$310,258

Up $57,260 (+23%) from 2020

Net Income

Down

$22,871

Down $39,020 (-63%) from 2020

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

2021

Assets$846,080
Liabilities$0
Net Assets$846,080

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

2021

Revenue$333,129
Expenses$310,258
Net Income$22,871
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 23, 2022
Return Version
2020v4.0
Gross Receipts
$350,489
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$804,025$835,885▲ $31,860
Savings and Temporary Cash Investments$10,189$0▼ $10,189
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$823,209$846,080▲ $22,871
Other Assets Total$8,995$10,195▲ $1,200
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$823,209$846,080▲ $22,871
Total Net Assets Fund Balance$823,209$846,080▲ $22,871
Total Liabilities and Net Assets / Fund Balance$823,209$846,080▲ $22,871
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tara FergussonPresident
Dodie McBroomVice President
Thomas JacksonAnnual Giving
Cathy BunninFundraising CHA
Ben HyattMember
Tod SpiekerMember
Teresa Pichardo-UrbinaSecretary
Ana RudnickiSteam Coordinat
Vanessa ScarlettTeacher Member
Erica LeggioTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$253,825
Program Service Revenue
$5,840
Investment Income
$699
Other Revenue
$72,765
All Other Contributions
$218,325
Change in Net Assets
$22,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$173,236
Other Expenses$137,022
Total Fundraising Expense$85,575
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$173,236--$173,236
Advertising-$9,677-$9,677
Other Expenses$6,575$5,977$85,575$5,977
Fees for Services Accounting-$5,215-$5,215
All Other Expenses-$4,628-$4,628
Office Expenses-$636-$636
Total Functional Expenses$198,550$26,133$85,575$310,258
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montecito Union School DistMontecito, CA501(c)(3)Nature Lab Development$147,584
Montecito Union School DistMontecito, CA501(c)(3)Student Enrichment$25,652
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$82,590
Fundraising Direct Expenses$9,825
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$86,554$56,554$2,389$54,165
Jog-a-Thon$31,536$26,036$4,631$21,405
Total Events$118,090$82,590$9,825$72,765
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
2022-03-23
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
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/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0Program Related Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05840
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05840
IRS990/ProgSrvcAccomActy2Grp/Desc0The organization directly sponsored approximately 10 student enrichment activities.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025314
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05840
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0218879
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0195835
IRS990/PYInvestmentIncomeAmt03353
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt057163
IRS990/PYOtherRevenueAmt085815
IRS990/PYProgramServiceRevenueAmt06842
IRS990/PYRevenuesLessExpensesAmt061891
IRS990/PYTotalExpensesAmt0252998
IRS990/PYTotalRevenueAmt0314889
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt022871
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010189
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt015500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt032450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt035345
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt083295
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0253825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0218879
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0244778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt051549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0222654
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0991685
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0699
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03353
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06894
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0317
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0901
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012164
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05840
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06842
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt044838
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0699
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03353
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06894
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0317
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0901
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012164
IRS990ScheduleA/InvestmentIncomeCYPct00.01160
IRS990ScheduleA/InvestmentIncomePYPct00.00870
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90900
IRS990ScheduleA/PublicSupportPY509Pct00.95120
IRS990ScheduleA/PublicSupportTotal509Amt0953228
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt015500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt032450
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt035345
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt083295
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0259665
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0225721
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0257809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070674
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0222654
IRS990ScheduleA/Total509Grp/TotalAmt01036523
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0260364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0229074
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0264703
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0223555
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01048687
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/CharitableContributionsTotAmt035500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt030000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt05500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09825
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gala
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jog-a-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02805
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086554
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031536
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0118090
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056554
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026036
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt082590
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt072765
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07020
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02389
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04631
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0147584
IRS990ScheduleI/RecipientTable/CashGrantAmt125652
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Nature Lab Development
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Student Enrichment

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