Civic Intelligence

Friends of the Montecito Library

EIN 95-3614638 • 501(c)3 • Santa Barbara, CA

Profile

Services to local library

PO Box 5788Santa Barbara, CA 93150

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

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

Asset Growth

59th percentile

6.8%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

89th percentile

87%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,525,746

Up $97,706 (+6.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,525,746

Up $97,706 (+6.8%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin74th percentile

Revenue

Up

$237,765

Up $110,727 (+87%) from 2024

Expenses

Up

$187,099

Up $17,188 (+10%) from 2024

Net Income

Up

$50,666

Up $93,539 (+218%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $504,275Liabilities 2011: $380Net Assets 2011: $503,8952011Assets 2012: $604,656Liabilities 2012: $0Net Assets 2012: $604,6562012Assets 2013: $672,281Liabilities 2013: $392Net Assets 2013: $671,8892013Assets 2014: $656,744Liabilities 2014: $0Net Assets 2014: $656,7442014Assets 2015: $776,679Liabilities 2015: $9,129Net Assets 2015: $767,5502015Assets 2016: $799,396Liabilities 2016: $12,720Net Assets 2016: $786,6762016Assets 2017: $707,218Liabilities 2017: $22,504Net Assets 2017: $684,7142017Assets 2018: $951,764Liabilities 2018: $34,558Net Assets 2018: $917,2062018Assets 2019: $1,114,121Liabilities 2019: $0Net Assets 2019: $1,114,1212019Assets 2020: $1,182,858Liabilities 2020: $0Net Assets 2020: $1,182,8582020Assets 2021: $1,459,408Liabilities 2021: $0Net Assets 2021: $1,459,4082021Assets 2022: $1,281,572Liabilities 2022: $0Net Assets 2022: $1,281,5722022Assets 2023: $1,321,672Liabilities 2023: $0Net Assets 2023: $1,321,6722023Assets 2024: $1,428,040Liabilities 2024: $0Net Assets 2024: $1,428,0402024Assets 2025: $1,525,746Liabilities 2025: $0Net Assets 2025: $1,525,7462025

Highlighted filing

2025

Assets$1,525,746
Liabilities$0
Net Assets$1,525,746
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $97,691Expenses 2011: $69,251Net Income 2011: $28,4402011Expenses 2012: $73,5232012Revenue 2013: $157,177Expenses 2013: $90,798Net Income 2013: $66,3792013Revenue 2014: $93,313Expenses 2014: $108,458Net Income 2014: -$15,1452014Revenue 2015: $165,500Expenses 2015: $54,694Net Income 2015: $110,8062015Revenue 2016: $53,531Expenses 2016: $43,221Net Income 2016: $10,3102016Revenue 2017: $112,859Expenses 2017: $144,948Net Income 2017: -$32,0892017Revenue 2018: $501,984Expenses 2018: $269,492Net Income 2018: $232,4922018Revenue 2019: $216,357Expenses 2019: $44,009Net Income 2019: $172,3482019Revenue 2020: $52,692Expenses 2020: $173,229Net Income 2020: -$120,5372020Revenue 2021: $351,554Expenses 2021: $193,697Net Income 2021: $157,8572021Revenue 2022: $301,938Expenses 2022: $107,553Net Income 2022: $194,3852022Revenue 2023: $131,339Expenses 2023: $230,544Net Income 2023: -$99,2052023Revenue 2024: $127,038Expenses 2024: $169,911Net Income 2024: -$42,8732024Revenue 2025: $237,765Expenses 2025: $187,099Net Income 2025: $50,6662025

Highlighted filing

2025

Revenue$237,765
Expenses$187,099
Net Income$50,666
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,525,746
Liabilities
$0
Net assets
$1,525,746
Revenue
$237,765
Expenses
$187,099
Net income
$50,666
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.24$0.19$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.13$0.17$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.13$0.23$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.30$0.11$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.35$0.19$0.16
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.05$0.17$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.22$0.04$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.03$0.92$0.50$0.27$0.23
2017Summary only. Only limited summary data is available for this year.$0.71$0.02$0.68$0.11$0.14$0.03
2016Summary only. Only limited summary data is available for this year.$0.80$0.01$0.79$0.05$0.04$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.01$0.77$0.17$0.05$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.09$0.11$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.16$0.09$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.07
2011Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.10$0.07$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$385,098
Mission and Program Overview

Mission

NONE

The montecito friends of the library is a non-profit organization formed to raise much needed funds in order to supplement the funding from the county of santa barbara to the santa barbara public library. The ultimate goal of the organization is to offer this additional funding so the montecito library can continue to enhance its ability to provide comprehensive and innovative programming, timely resources & responsive assistance to foster a thriving community of learning, sharing and creating.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,187,994$1,233,375▲ $45,381
Investments Other Securities$217,223$254,841▲ $37,618
Cash and Non-Interest-Bearing Accounts$16,223$30,930▲ $14,707
Total Assets$1,428,040$1,525,746▲ $97,706
Other Assets Total$6,600$6,600→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$723,697$809,293▲ $85,596
Net Assets With Donor Restrictions$704,343$716,453▲ $12,110
Total Net Assets Fund Balance$1,428,040$1,525,746▲ $97,706
Total Liabilities and Net Assets / Fund Balance$1,428,040$1,525,746▲ $97,706

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$123,374--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,405,218-▲ $122,998-$1,488,216
2023$1,298,578-▲ $159,140-$1,405,218
2022$1,211,823-▲ $126,755-$1,298,578
2021$1,413,940$22,500▼ $224,617-$1,211,823
2020$1,132,574$80,916▲ $200,450-$1,413,940
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Pat SaleyPresident
Jason SiemensBoard Member
Jeff DonahueBoard Member
Louise KellyBoard Member
Melissa FranklinBoard Member
Zoe CopusBoard Member
Kelly HatchettSecretary
Kendra EpleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$146,493
Program Service Revenue
$0
Investment Income
$91,272
Other Revenue
$0
All Other Contributions
$146,493
Change in Net Assets
$50,666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$127,790
Other Expenses$59,309
Total Fundraising Expense$16,906
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$127,790--$127,790
Office Expenses$9,369$911$9,369$19,649
Fees for Service Investment Mgmnt Fees-$15,312-$15,312
Fees for Services Other$2,514$4,385$4,385$11,284
Fees for Services Accounting-$5,350-$5,350
Information Technology$1,312$1,312$1,312$3,936
Advertising--$1,840$1,840
Insurance-$1,743-$1,743
Conferences and Meetings$195--$195
Total Functional Expenses$141,180$29,013$16,906$187,099
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
County of Santa Barbara Department of Community ServicesSanta Barbara, CAGovTo Supplement Monies Provided by the City for the Operation of the Montecito Library$125,000
County of Santa Barbara Department of Community ServicesSanta Barbara, CAGovPurchase of Furniture for Library$2,790
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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

“Prior to filing the form 990, the document is reviewed and approved by the finance committee and a copy is provided to the full board.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Montecito Friends of the Library
EIN
95-3614638
Phone
8055708483
Address
PO BOX 5788, SANTA BARBARA, CA 93150

Signing Officer

Name
Kendra Epley
Title
Treasurer
Phone
8055708483
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kendra Epley
Formed
1976
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
50

Preparer

Firm
Travis J Wilson CPA Cfp
Address
POST OFFICE BOX 22807, SANTA BARBARA, CA 93121
Preparer
Travis J Wilson
Phone
8054527830
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To supplement the funding from the county of santa barbara to the santa barbara public library.”

Raw XML AppendixShowing 400 of 414 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MONTECITO FRIENDS OF THE LIBRARY IS A NON-PROFIT ORGANIZATION FORMED TO RAISE MUCH NEEDED FUNDS IN ORDER TO SUPPLEMENT THE FUNDING FROM THE COUNTY OF SANTA BARBARA TO THE SANTA BARBARA PUBLIC LIBRARY. THE ULTIMATE GOAL OF THE ORGANIZATION IS TO OFFER THIS ADDITIONAL FUNDING SO THE MONTECITO LIBRARY CAN CONTINUE TO ENHANCE ITS ABILITY TO PROVIDE COMPREHENSIVE AND INNOVATIVE PROGRAMMING, TIMELY RESOURCES & RESPONSIVE ASSISTANCE TO FOSTER A THRIVING COMMUNITY OF LEARNING, SHARING AND CREATING.
IRS990/AdvertisingGrp/FundraisingAmt01840
IRS990/AdvertisingGrp/TotalAmt01840
IRS990/AllOtherContributionsAmt0146493
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08055708483
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5788
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093150
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CashNonInterestBearingGrp/BOYAmt016223
IRS990/CashNonInterestBearingGrp/EOYAmt030930
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0195
IRS990/ConferencesMeetingsGrp/TotalAmt0195
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0146493
IRS990/CYGrantsAndSimilarPaidAmt0127790
IRS990/CYInvestmentIncomeAmt091272
IRS990/CYOtherExpensesAmt059309
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt050666
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0187099
IRS990/CYTotalFundraisingExpenseAmt016906
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0237765
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FOSTERING COMMUNITY AWARENESS, SUPPORT AND USE OF THE FACILITIES AND PROGRAMS OF THE MONTECITO LIBRARY BY PROVIDING AN ANNUAL GRANT TO THE SANTA BARBARA PUBLIC LIBRARY SYSTEM, WHO IN TURN IS BETTER ABLE TO FACILITATE THE SUSTAINMENT OF THE MONTECITO LIBRARY AT ITS HIGHEST LEVEL OF OPERATIONS. THESE PUBLIC DONATIONS ARE ULTIMATELY USED TO HELP FUND OPERATIONS AND SPONSOR PROGRAMS DESIGNED TO ADD TO THE CULTURAL LIFE OF THE COMMUNITY AND TO ENCOURAGE THE INTRODUCTION AND USE OF DEVELOPING LIBRARY TECHNOLOGY, AS WELL AS SUPPORTING AN ACTIVE CHILDREN'S PROGRAM IN COORDINATION WITH EXISTING SCHOOL AND LIBRARY PROGRAMS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0704343
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0716453
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0141180
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05350
IRS990/FeesForServicesAccountingGrp/TotalAmt05350
IRS990/FeesForServicesOtherGrp/FundraisingAmt04385
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04385
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02514
IRS990/FeesForServicesOtherGrp/TotalAmt011284
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt015312
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt015312
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0PAT SALEY
IRS990/Form990PartVIISectionAGrp/PersonNm1KENDRA EPLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2KELLY HATCHETT
IRS990/Form990PartVIISectionAGrp/PersonNm3LOUISE KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm4MELISSA FRANKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm5JASON SIEMENS
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFF DONAHUE
IRS990/Form990PartVIISectionAGrp/PersonNm7ZOE COPUS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt065303
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0127790
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0127790
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0127790
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0212636
IRS990/GrossReceiptsAmt0385098
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndependentVotingMemberCnt08
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt01743
IRS990/InvestmentIncomeGrp/ExclusionAmt025969
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025969
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0254841
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01187994
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01233375
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0147333
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MONTECITO FRIENDS OF THE LIBRARY IS A NON-PROFIT ORGANIZATION FORMED TO RAISE MUCH NEEDED FUNDS IN ORDER TO SUPPLEMENT THE FUNDING FROM THE SANTA BARBARA PUBLIC LIBRARY. THE ULTIMATE GOAL OF THE ORGANIZATION IS TO OFFER THIS ADDITIONAL FUNDING SO THE MONTECITO LIBRARY CAN CONTINUE TO ENHANCE ITS ABILITY TO PROVIDE COMPREHENSIVE AND INNOVATIVE PROGRAMMING, TIMELY RESOURCES & RESPONSIVE ASSISTANCE TO FOSTER A THRIVING COMMUNITY OF LEARNING, SHARING AND CREATING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt01525746
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt065303
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt047040
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0723697
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0809293
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt09369
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0911
IRS990/OfficeExpensesGrp/ProgramServicesAmt09369
IRS990/OfficeExpensesGrp/TotalAmt019649
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06600
IRS990/OtherAssetsTotalGrp/EOYAmt06600
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KENDRA EPLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0103520
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0125000
IRS990/PYInvestmentIncomeAmt023518
IRS990/PYOtherExpensesAmt044911
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-42873
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0169911
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0127038
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt050666
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0146493
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0103520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0132274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0198176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0128907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0709370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025969
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024216
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023658
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021261
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024195
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0119299
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65660
IRS990ScheduleA/PublicSupportPY170Pct00.62560
IRS990ScheduleA/PublicSupportTotal170Amt0544089
IRS990ScheduleA/SubstantialContributorsTotAmt0165281
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0146493
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0103520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0132274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0198176
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0128907
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0709370
IRS990ScheduleA/TotalSupportAmt0828669
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.20630
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01405218
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01488216
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt040000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0122998
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01298578
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01405218
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt052500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0159140
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01211823
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01298578
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt040000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0126755
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01413940
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt022500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01211823
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-224617
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01132574
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt080916
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01413940
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0200450
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0131467
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1123374
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD MID-CAP GROWTH INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VANGUARD SMALL-CAP INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.47330
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPLEMENT THE FUNDING FROM THE COUNTY OF SANTA BARBARA TO THE SANTA BARBARA PUBLIC LIBRARY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.32040
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0254841
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0125000
IRS990ScheduleI/RecipientTable/CashGrantAmt12790
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPLEMENT MONIES PROVIDED BY THE CITY FOR THE OPERATION OF THE MONTECITO LIBRARY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PURCHASE OF FURNITURE FOR LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COUNTY OF SANTA BARBARA DEPARTMENT OF COMMUNITY SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1COUNTY OF SANTA BARBARA DEPARTMENT OF COMMUNITY SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0956002833
IRS990ScheduleI/RecipientTable/RecipientEIN1956002833
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0123 E ANAPAMU STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1123 E ANAPAMU STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193101
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE AWARDED EXCLUSIVELY TO THE COUNTY OF SANTA BARBARA DEPARTMENT OF COMMUNITY SERVICES TO SUPPLEMENT MONIES PROVIDED BY THE CITY FOR THE OPERATION OF THE MONTECITO LIBRARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING THE FORM 990, THE DOCUMENT IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND A COPY IS PROVIDED TO THE FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01428040
IRS990/TotalAssetsEOYAmt01525746
IRS990/TotalAssetsGrp/BOYAmt01428040
IRS990/TotalAssetsGrp/EOYAmt01525746
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0146493
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016906
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029013
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0141180
IRS990/TotalFunctionalExpensesGrp/TotalAmt0187099
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01428040
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01525746
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0141180
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt025969
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt065303
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0237765
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01428040
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01525746
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01485 E VALLEY ROAD SUITE 7
IRS990/USAddress/CityNm0MONTECITO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093108
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.MONTECITOLIBRARYFRIENDS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENDRA EPLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08055708483
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTECITO FRIENDS OF THE LIBRARY
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0953614638
ReturnHeader/Filer/PhoneNum08055708483
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5788
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093150

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