Civic Intelligence

Montecito Community Foundation

990 • Fiscal year 2014 • EIN 95-6149983

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileN/A
PO Box 5001Santa Barbara, CA 93150

(805) 969-2090

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

54th percentile

3.1%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-28%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,040,436

Up $31,416 (+3.1%) from 2013

Net Assets

Up

$1,040,436

Up $31,416 (+3.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin88th percentile

Revenue

Down

$75,421

Down $29,837 (-28%) from 2013

Expenses

Down

$46,554

Down $62,691 (-57%) from 2013

Net Income

Up

$28,867

Up $32,854 (+824%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $981,222Liabilities 2010: $0Net Assets 2010: $981,2222010Assets 2011: $1,001,182Liabilities 2011: $0Net Assets 2011: $1,001,1822011Assets 2012: $1,021,216Liabilities 2012: $0Net Assets 2012: $1,021,2162012Assets 2013: $1,009,020Liabilities 2013: $0Net Assets 2013: $1,009,0202013Assets 2014: $1,040,436Liabilities 2014: $0Net Assets 2014: $1,040,4362014Assets 2015: $1,046,261Liabilities 2015: $0Net Assets 2015: $1,046,2612015Assets 2016: $1,060,873Liabilities 2016: $0Net Assets 2016: $1,060,8732016Assets 2017: $1,044,670Liabilities 2017: $0Net Assets 2017: $1,044,6702017Assets 2018: $1,021,281Liabilities 2018: $0Net Assets 2018: $1,021,2812018Assets 2019: $965,665Liabilities 2019: $3,963Net Assets 2019: $961,7022019Assets 2020: $1,118,199Liabilities 2020: $14,462Net Assets 2020: $1,103,7372020Assets 2021: $1,234,323Liabilities 2021: $1,443Net Assets 2021: $1,232,8802021Assets 2022: $1,276,898Liabilities 2022: $0Net Assets 2022: $1,276,8982022Assets 2023: $1,331,050Liabilities 2023: $26,600Net Assets 2023: $1,304,4502023Assets 2024: $1,563,305Liabilities 2024: $26,600Net Assets 2024: $1,536,7052024

Highlighted filing

2014

Assets$1,040,436
Liabilities$0
Net Assets$1,040,436
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2010: $49,413Expenses 2010: $26,000Net Income 2010: $23,4132010Expenses 2011: $39,0212011Expenses 2012: $56,3032012Revenue 2013: $105,258Expenses 2013: $109,245Net Income 2013: -$3,9872013Revenue 2014: $75,421Expenses 2014: $46,554Net Income 2014: $28,8672014Revenue 2015: $40,754Expenses 2015: $30,841Net Income 2015: $9,9132015Revenue 2016: $41,906Expenses 2016: $27,123Net Income 2016: $14,7832016Revenue 2017: $29,749Expenses 2017: $48,400Net Income 2017: -$18,6512017Revenue 2018: $74,407Expenses 2018: $92,485Net Income 2018: -$18,0782018Revenue 2019: $79,424Expenses 2019: $139,003Net Income 2019: -$59,5792019Revenue 2020: $205,667Expenses 2020: $63,632Net Income 2020: $142,0352020Revenue 2021: $198,328Expenses 2021: $69,185Net Income 2021: $129,1432021Revenue 2022: $159,087Expenses 2022: $46,439Net Income 2022: $112,6482022Revenue 2023: $326,433Expenses 2023: $298,881Net Income 2023: $27,5522023Revenue 2024: $322,932Expenses 2024: $137,296Net Income 2024: $185,6362024

Highlighted filing

2014

Revenue$75,421
Expenses$46,554
Net Income$28,867
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$75,421
Mission and Program Overview

Mission

The purpose of the Montecito Community Foundation is to support a strong Montecito community and serve as a resource for philanthropy. Funding community events and projects Encouraging Local Philanthropy Promoting Business Beautifying your neighborhoods Providing Rural Road Signs for a semi-rural community Improving our public places Promoting a safe community - public safety projects including pathways upgrading the community's bus stops and traffic studies Enhancing a beautiful community - funding projects that further enhance our community's unique character Providing Resources for Families - for our community library historical collection safe paths to school Manning Park Scout House and the 4th of July parade and celebration Preserving the Uniqueness of Montecito - Providing Rural Road Signs for a semi-rural community Funding Grants for Community Projects - facilitating projects benefitting Montecito residents

Protect, improve community

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$655,209$655,209→ $0
Investments Other Securities$193,926$204,739▲ $10,813
Savings and Temporary Cash Investments$159,885$180,488▲ $20,603
Cash and Non-Interest-Bearing Accounts-$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 Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,009,020$1,040,436▲ $31,416
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$918,170$953,114▲ $34,944
Temporarily Rstr Net Assets$90,850$87,322▼ $3,528
Total Net Assets Fund Balance$1,009,020$1,040,436▲ $31,416
Total Liabilities and Net Assets / Fund Balance$1,009,020$1,040,436▲ $31,416

Asset Categories

AssetBook ValueDepreciationBasis
Land$655,209-$655,209
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Peter Van DuinwykPresident '14
Bart ClemensTrustee
Chana JacksonTrustee
Cynthia WithersTrustee
Darlene BierigTrustee
Heidi RoseTrustee
Jean PerloffTrustee
John KinnearTrustee
John VenableTrustee
Mindy DensonTrustee
Ryan SiemensTrustee
Sharol SiemensTrustee
Stephen HicksTrustee
Susan RoblesTrustee
Ted UrschelTrustee
Joanne Rapp1st VP 2014
Marshall Rose2nd VP, 2014
Michael RandolphTreas. '14
Betsy TurnerVP '14, SEC '14
Revenue and Support

Revenue Composition

Contributions and Grants
$66,575
Program Service Revenue
$0
Investment Income
$8,846
Other Revenue
$0
All Other Contributions
$66,575
Change in Net Assets
$28,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,487
Grants and Similar Amounts Paid$15,067
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,067--$15,067
Fees for Services Accounting-$3,760-$3,760
Insurance-$1,984-$1,984
All Other Expenses$693$608-$1,301
Other Expenses$945$1,412-$945
Fees for Services Management-$810-$810
Total Functional Expenses$37,980$8,574$0$46,554
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montecito AssociationMontecito, CA504(c)(4)"VILLAGE FOURTH" COMMUNITY EVENT$15,067
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
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
No
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
No
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

“Reviewed by finance committee.”

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

“990 posted on california attorney general's website; other documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Montecito Community Foundation
EIN
95-6149983
Phone
8059692090
Address
PO BOX 5001, SANTA BARBARA, CA 93150

Signing Officer

Name
Peter Van Duinwyk
Title
President
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
16

Preparer

Firm
Hocking Denton Palmquist
Address
PO Box 5339, Santa Barbara, CA 93150-5339
Preparer
Joan K Green CPA
Phone
8059695081
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IRS990/Form990PartVIISectionAGrp/TitleTxt6President '14
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treas. '14
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP '14, SEC '14
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt151ST VP 2014
IRS990/Form990PartVIISectionAGrp/TitleTxt162ND VP, 2014
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Trustee
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IRS990/OfficeExpensesGrp/TotalAmt00
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0HISTORICAL RESEARCH FUND
IRS990/OtherExpensesGrp/Desc1ROAD SIGNS
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3MONTECITO ASSOCIATION
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IRS990/OtherExpensesGrp/TotalAmt21412
IRS990/OtherExpensesGrp/TotalAmt3945
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IRS990/OtherWebsiteInd0X
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt098705
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IRS990/PYGrantsAndSimilarPaidAmt015412
IRS990/PYInvestmentIncomeAmt06553
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IRS990/PYOtherExpensesAmt093833
IRS990/PYRevenuesLessExpensesAmt0-3987
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IRS990/PYTotalRevenueAmt0105258
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045188
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06155
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04226
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045478
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045188
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0313592
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,040,436
Liabilities
$0
Net assets
$1,040,436
Revenue
$75,421
Expenses
$46,554
Net income
$28,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.56$0.03$1.54$0.32$0.14$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.03$1.30$0.33$0.30$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.16$0.05$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.20$0.07$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.01$1.10$0.21$0.06$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.96$0.08$0.14$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.08$0.05$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.11$0.11$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.04
2010Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.05$0.03$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits