Civic Intelligence

Montecito Trails Foundation

990 • Fiscal year 2023 • EIN 95-6152328

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 28, 2024

Organization ProfileWWW.MONTECITOTRAILSFOUNDATION.INFO
PO Box 5481Santa Barbara, CA 93150

(805) 969-3514

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.02x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

60th percentile

8.5%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-1.5%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$2,730,967

Up $213,320 (+8.5%) from 2022

Net Assets

Up

$2,727,464

Up $236,458 (+9.5%) from 2022

Liabilities

Down

$3,503

Down $23,138 (-87%) from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin75th percentile

Revenue

Down

$208,861

Down $3,134 (-1.5%) from 2022

Expenses

Up

$164,867

Up $59,191 (+56%) from 2022

Net Income

Down

$43,994

Down $62,325 (-59%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $88,247Liabilities 2010: $759Net Assets 2010: $87,4882010Assets 2011: $110,116Liabilities 2011: $490Net Assets 2011: $109,6262011Assets 2012: $134,142Liabilities 2012: $450Net Assets 2012: $133,6922012Assets 2013: $154,536Liabilities 2013: $7,078Net Assets 2013: $147,4582013Assets 2014: $181,745Liabilities 2014: $1,069Net Assets 2014: $180,6762014Assets 2015: $213,487Liabilities 2015: $16,717Net Assets 2015: $196,7702015Assets 2016: $231,217Liabilities 2016: $18,282Net Assets 2016: $212,9352016Assets 2017: $229,178Liabilities 2017: $14,954Net Assets 2017: $214,2242017Assets 2018: $455,042Liabilities 2018: $51,188Net Assets 2018: $403,8542018Assets 2019: $2,511,399Liabilities 2019: $7,991Net Assets 2019: $2,503,4082019Assets 2020: $2,545,396Liabilities 2020: $9,417Net Assets 2020: $2,535,9792020Assets 2021: $2,664,123Liabilities 2021: $1,842Net Assets 2021: $2,662,2812021Assets 2022: $2,517,647Liabilities 2022: $26,641Net Assets 2022: $2,491,0062022Assets 2023: $2,730,967Liabilities 2023: $3,503Net Assets 2023: $2,727,4642023Assets 2024: $3,027,951Liabilities 2024: $52,343Net Assets 2024: $2,975,6082024

Highlighted filing

2023

Assets$2,730,967
Liabilities$3,503
Net Assets$2,727,464
Open 2023 Filing

Operations Trend

Revenue Growth35th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2010: $94,347Expenses 2010: $58,633Net Income 2010: $35,7142010Revenue 2011: $104,324Expenses 2011: $83,385Net Income 2011: $20,9392011Revenue 2012: $81,192Expenses 2012: $57,166Net Income 2012: $24,0262012Revenue 2013: $89,235Expenses 2013: $75,469Net Income 2013: $13,7662013Revenue 2014: $97,063Expenses 2014: $63,845Net Income 2014: $33,2182014Revenue 2015: $88,123Expenses 2015: $72,029Net Income 2015: $16,0942015Revenue 2016: $68,256Expenses 2016: $52,091Net Income 2016: $16,1652016Revenue 2017: $86,524Expenses 2017: $85,235Net Income 2017: $1,2892017Revenue 2018: $532,878Expenses 2018: $343,248Net Income 2018: $189,6302018Revenue 2019: $2,224,082Expenses 2019: $173,430Net Income 2019: $2,050,6522019Revenue 2020: $223,789Expenses 2020: $220,734Net Income 2020: $3,0552020Revenue 2021: $250,344Expenses 2021: $191,352Net Income 2021: $58,9922021Revenue 2022: $211,995Expenses 2022: $105,676Net Income 2022: $106,3192022Revenue 2023: $208,861Expenses 2023: $164,867Net Income 2023: $43,9942023Revenue 2024: $381,166Expenses 2024: $184,681Net Income 2024: $196,4852024

Highlighted filing

2023

Revenue$208,861
Expenses$164,867
Net Income$43,994
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 28, 2024
Return Version
2023v5.1
Gross Receipts
$208,861
Mission and Program Overview

Mission

The preservation and maintenance of public trails in Montecito, Summerland and Carpinteria.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,587,239$1,755,552▲ $168,313
Cash and Non-Interest-Bearing Accounts$928,672$972,335▲ $43,663
Prepaid Expenses and Deferred Charges$1,736$3,080▲ $1,344
Total Assets$2,517,647$2,730,967▲ $213,320
Liabilities
Accounts Payable and Accrued Expenses$25,912$3,200▼ $22,712
Other Liabilities$729$303▼ $426
Total Liabilities$26,641$3,503▼ $23,138
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,392,104$2,628,562▲ $236,458
Net Assets With Donor Restrictions$98,902$98,902→ $0
Total Net Assets Fund Balance$2,491,006$2,727,464▲ $236,458
Total Liabilities and Net Assets / Fund Balance$2,517,647$2,730,967▲ $213,320

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019-$1,500,000--$1,500,000
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Ashlee MayfieldPresident
Paddy McmahonVice President
Chris RussoBoard Member
Jane MurrayBoard Member
Jenni MillerBoard Member
Kevin SnowBoard Member
Matt ZuchowiczBoard Member
Sheila SnowBoard Member
Tony MorrisBoard Member
Vicki MillsBoard Member
Jeremy StoneSecretary
Kyle SlatteryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$194,295
Program Service Revenue
$0
Investment Income
$9,988
Other Revenue
$4,578
All Other Contributions
$141,225
Change in Net Assets
$43,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,867
Total Fundraising Expense$47,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$16,914-$16,914
Fees for Services Accounting-$9,440-$9,440
Advertising-$7,874-$7,874
Insurance-$3,028-$3,028
All Other Expenses-$2,921-$2,921
Other Expenses$74,247$1,220$47,500$1,220
Occupancy-$500-$500
Total Functional Expenses$74,247$43,120$47,500$164,867
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
CA Sales Tax Payable$303
Governance and Compliance

Governance Checklist

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

“Line 11b explanation - the treasurer completes a detailed review prior to approving for filing.”

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

“Conflict of interest statements are reviewed annually by board of directors.”

Form 990, Part VI, Section C, Line 18

“No other documents available to the public.”

Form 990, Part VI, Section C, Line 19

“Conflicts of interest statements are reviewed annually by board of directors.”

Filing and Contact Details

Filer

Filer Name
Montecito Trails Foundation
EIN
95-6152328
Phone
8059693514
Address
PO BOX 5481, SANTA BARBARA, CA 93150

Signing Officer

Name
Kyle Slattery
Title
Treasurer
Phone
8059693514
Signed
2024-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashlee Mayfield
Formed
1964
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Goodland CPA
Address
735 STATE ST STE 512, SANTA BARBARA, CA 93101
Preparer
Fabio De Oliveira
Phone
8056995255
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02217717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03019874
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt066782
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046486
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt028303
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04476
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0146047
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-45679
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt018024
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01889
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0-25766
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96170
IRS990ScheduleA/PublicSupportPY170Pct00.98430
IRS990ScheduleA/PublicSupportTotal170Amt03019874
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0194295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0209661
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0191700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0206501
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02217717
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03019874
IRS990ScheduleA/TotalSupportAmt03140155
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/CYMinus4YrEndwmtFundGrp/ContributionsAmt01500000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01500000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0303
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CA SALES TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0303
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - THE TREASURER COMPLETES A DETAILED REVIEW PRIOR TO APPROVING FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY BY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICTS OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY BY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/TotalAssetsBOYAmt02517647
IRS990/TotalAssetsEOYAmt02730967
IRS990/TotalAssetsGrp/BOYAmt02517647
IRS990/TotalAssetsGrp/EOYAmt02730967
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0194295
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt047500
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043120
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt074247
IRS990/TotalFunctionalExpensesGrp/TotalAmt0164867
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026641
IRS990/TotalLiabilitiesEOYAmt03503
IRS990/TotalLiabilitiesGrp/BOYAmt026641
IRS990/TotalLiabilitiesGrp/EOYAmt03503
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02491006
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02727464
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt074247
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014566
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208861
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02517647
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02730967
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt0PO BOX 5481
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093150
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.MONTECITOTRAILSFOUNDATION.INFO
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KYLE SLATTERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08059693514
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTECITO TRAILS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0956152328
ReturnHeader/Filer/PhoneNum08059693514
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5481
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093150
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0922025724
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOODLAND CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0735 STATE ST STE 512
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08056995255
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FABIO DE OLIVEIRA
ReturnHeader/ReturnTs02024-06-28T12:57:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KYLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SLATTERY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,730,967
Liabilities
$3,503
Net assets
$2,727,464
Revenue
$208,861
Expenses
$164,867
Net income
$43,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.03$0.05$2.98$0.38$0.18$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.21$0.16$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.52$0.03$2.49$0.21$0.11$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.25$0.19$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.01$2.54$0.22$0.22$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.51$0.01$2.50$2.22$0.17$2.05
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.05$0.40$0.53$0.34$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.21$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.02$0.21$0.07$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.02$0.20$0.09$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.10$0.06$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.15$0.01$0.15$0.09$0.08$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.08$0.06$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.10$0.08$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.09$0.06$0.04