Civic Intelligence

Montecito Parent Teachers Association

990 • Fiscal year 2018 • EIN 95-6208424

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 19, 2019

Organization ProfileN/A
385 San Ysidro RoadSanta Barbara, CA 93108

(805) 969-3249

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

84th percentile

49%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$322,191

Up $106,589 (+49%) from 2017

Net Assets

Up

$322,191

Up $106,589 (+49%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin91st percentile

Revenue

Down

$214,678

Down $25,942 (-11%) from 2017

Expenses

Down

$108,089

Down $179,546 (-62%) from 2017

Net Income

Up

$106,589

Up $153,604 (+327%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$400K$300K$200K$100K$0Assets 2011: $357,714Liabilities 2011: $0Net Assets 2011: $357,7142011Assets 2012: $313,773Liabilities 2012: $0Net Assets 2012: $313,7732012Assets 2013: $274,226Liabilities 2013: $02013Assets 2014: $281,357Liabilities 2014: $0Net Assets 2014: $281,3572014Assets 2015: $344,251Liabilities 2015: $0Net Assets 2015: $344,2512015Assets 2016: $262,614Liabilities 2016: $0Net Assets 2016: $262,6142016Assets 2017: $215,602Liabilities 2017: $0Net Assets 2017: $215,6022017Assets 2018: $322,191Liabilities 2018: $0Net Assets 2018: $322,1912018

Highlighted filing

2018

Assets$322,191
Liabilities$0
Net Assets$322,191
Open 2018 Filing

Operations Trend

Revenue Growth33rd percentile

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

$400K$200K$0-$200KExpenses 2011: $185,9722011Revenue 2012: $123,766Expenses 2012: $167,707Net Income 2012: -$43,9412012Revenue 2013: $104,113Expenses 2013: $143,660Net Income 2013: -$39,5472013Revenue 2014: $267,392Expenses 2014: $260,261Net Income 2014: $7,1312014Revenue 2015: $305,991Expenses 2015: $240,344Net Income 2015: $65,6472015Revenue 2016: $275,746Expenses 2016: $357,383Net Income 2016: -$81,6372016Revenue 2017: $240,620Expenses 2017: $287,635Net Income 2017: -$47,0152017Revenue 2018: $214,678Expenses 2018: $108,089Net Income 2018: $106,5892018

Highlighted filing

2018

Revenue$214,678
Expenses$108,089
Net Income$106,589
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 19, 2019
Return Version
2017v2.3
Gross Receipts
$313,564
Mission and Program Overview

Mission

The montecito parent teachers association funds programs that the school's budget is unable to provide, for the enrichment of its students and after school arts and music.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$113,676$220,138▲ $106,462
Savings and Temporary Cash Investments$101,926$102,053▲ $127
Total Assets$215,602$322,191▲ $106,589
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$215,602$322,191▲ $106,589
Total Net Assets Fund Balance$215,602$322,191▲ $106,589
Total Liabilities and Net Assets / Fund Balance$215,602$322,191▲ $106,589
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Cecilia McclintockPresident
Deb De PonceFinancial Se
Candy HedrickHistorian
Carey FitzgeraldSecretary
Susan ZapalacTreasurer
Nancy ZackyVP-membershi
Amanda LeeVP-programs
Lydia YanezVP-volunteer
Cate StollVP-ways & Me
Revenue and Support

Revenue Composition

Contributions and Grants
$225,204
Program Service Revenue
$0
Investment Income
$235
Other Revenue
$-10,761
Change in Net Assets
$106,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$101,231
Other Expenses$6,858
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$101,231--$101,231
Fees for Services Other-$1,382-$1,382
Fees for Services Accounting-$559-$559
Office Expenses-$238-$238
Other Expenses$4,494$60-$60
Total Functional Expenses$105,725$2,364$0$108,089
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montecito Union School DistrictSanta Barbara, CA501c3Teacher Grant Reques$101,231
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$98,886
Fundraising Gross Income$88,125
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$129,122-$32,117-
Other Events$104,574$40,297$40,008$289
Total Events$310,194$88,125$98,886$-10,761
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
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 19

“Those wishing to obtain a copy of tax returns or other financial documents are invited to call the office during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Montecito Parent Teachers Assoc
EIN
95-6208424
Phone
8059693249
Address
385 SAN YSIDRO ROAD, SANTA BARBARA, CA 93108

Signing Officer

Name
Susan Zapalac
Title
Treasurer
Phone
8059663249
Signed
2019-04-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cecilia Mcclintock
Formed
2004
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
21

Preparer

Firm
Melissa Petersen & Co
Address
PO BOX 92202, SANTA BARBARA, CA 93190-2202
Preparer
Melissa R Petersen CPA
Phone
8056948331
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$322,191
Liabilities
$0
Net assets
$322,191
Revenue
$214,678
Expenses
$108,089
Net income
$106,589
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$2.15$1.08$1.07
2017Summary only. Only limited summary data is available for this year.$2.16$0.00$2.16$2.41$2.88$0.47
2016Summary only. Only limited summary data is available for this year.$2.63$0.00$2.63$2.76$3.57$0.82
2015Summary only. Only limited summary data is available for this year.$3.44$0.00$3.44$3.06$2.40$0.66
2014Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$2.67$2.60$0.07
2013Summary only. Only limited summary data is available for this year.$2.74$0.00$1.04$1.44$0.40
2012Summary only. Only limited summary data is available for this year.$3.14$0.00$3.14$1.24$1.68$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.00$3.58$1.86