Civic Intelligence

Montecito Union School Foundation

990 • Fiscal year 2025 • EIN 95-3609133

Jul 01, 2024 to Jun 30, 2025

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

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

15th percentile

-14%

Higher net margin than 15% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

19th percentile

-5.3%

Faster asset growth than 19% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

11th percentile

-24%

Faster revenue growth than 11% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,094,348

Down $60,673 (-5.3%) from 2024

Net Assets

Down

$1,094,348

Down $60,673 (-5.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin15th percentile

Revenue

Down

$419,594

Down $136,099 (-24%) from 2024

Expenses

Up

$480,267

Up $233,168 (+94%) from 2024

Net Income

Down

-$60,673

Down $369,267 (-120%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2025

Assets$1,094,348
Liabilities$0
Net Assets$1,094,348
Open 2025 Filing

Operations Trend

Revenue Growth11th 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

2025

Revenue$419,594
Expenses$480,267
Net Income-$60,673
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 11, 2026
Return Version
2024v5.2
Gross Receipts
$561,060
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$1,155,021$1,094,348▼ $60,673
Savings and Temporary Cash Investments-$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$1,155,021$1,094,348▼ $60,673
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,155,021$1,094,348▼ $60,673
Total Net Assets Fund Balance$1,155,021$1,094,348▼ $60,673
Total Liabilities and Net Assets / Fund Balance$1,155,021$1,094,348▼ $60,673
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Tara FergussonPresident
Carolyn FitzgeraldVice President
Bruce FreyAnnual Giving C
Robert KochCommunity Build
Kendle EvansDevelopment
Jessica WarmMember
Joy PerryMember
Marcus SikorsMember
Jennie BurkartSchool Programs
Mally ChakolaSecretary
Casey KallenbachSponsorship COO
Vanessa ScarlettTeacher Member
Jillian WittmanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$411,815
Program Service Revenue
$9,301
Investment Income
$1,089
Other Revenue
$-2,611
All Other Contributions
$231,613
Change in Net Assets
$-60,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$424,063
Other Expenses$56,204
Total Fundraising Expense$4,118
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$424,063--$424,063
Fees for Services Accounting-$7,172-$7,172
All Other Expenses$890$5,594-$6,484
Other Expenses$19,208$7,723$4,118$4,118
Office Expenses-$936-$936
Total Functional Expenses$444,161$31,988$4,118$480,267
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montecito Union School DistMontecito, CA501(c)3iLab Library$381,030
Montecito Union School DistMontecito, CA501(c)3Student Enrichment$43,033
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$141,466
Fundraising Gross Income$138,855
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$265,974$113,272$12,087$101,185
Carnival$53,083$25,583$22,339$3,244
Total Events$319,057$138,855$141,466$-2,611
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
Yes
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, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“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
Joy Perry
Title
Treasurer
Signed
2026-03-11
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
McAvoy Co CPA
Address
115 S La Cumbre Ln Ste 100, Santa Barbara, CA 93105
Preparer
Arjun S McAvoy
Phone
8052696770
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Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,094,348
Liabilities
$0
Net assets
$1,094,348
Revenue
$419,594
Expenses
$480,267
Net income
-$60,673
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