Montecito Firefighters Charitable Foundation EIN 20-4817396 Form 990 (PDF) Claim this org

Montecito Firefighters Charitable Foundation FY2020 filing

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Helps children, firefighters, and burn victims facing hardship with essential relief. For fiscal year 2020 it reported $137K in revenue, $101K in expenses, and $381K in net assets.Pt I

Type
Public charity (501(c)(3)) · Unclassified
Location
Santa Barbara, CA
Website
www.montecitofirefightersfoundation.com
Filings
5 on file (2020–2020)
Revenue
$137KFY2020
Expenses
$101K
Net assets
$381K
People
5
Filings
5
Updates
0
More identity details & actions ⌄
EIN  20-4817396 Public charity (501(c)(3)) Santa Barbara, CA
Form 990 (PDF)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →
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Size
<$100K
What they do
Helps children, firefighters, and burn victims facing hardship with essential relief.
Leadership
Aaron Briner · President
Money in and out
$137K revenue, $101K expenses
Bottom line
84% program efficiency
Where the money goes · FY2020
Total revenue
$137K
Pt VIII · Ln 12
Total expenses
$101K
Pt IX · Ln 25
Net assets
$381K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $37K
Where spending went · Part IX cols B–D
Program services $0.84 Management & general $0.10 Fundraising $0.06
Program efficiency
84%
of spending reaches programs
Operating runway
45.5mo
months of highly liquid reserves at operating expense rate
Surplus margin
+27%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$137K
FY2020
Expenses
$101K
FY2020
Total assets
$381K
FY2020
Total liabilities
$0
FY2020
Total revenue
$137K
Pt VIII · Ln 12
Total expenses
$101K
Pt IX · Ln 25
Net assets
$381K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$37K
Total assetsPt X · Ln 16$381K
Program-expense ratioPt IX · col B84%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CMontecito Firefighters Charitable Foundation
EINHdr · item D20-4817396
Principal addressHdr · item CSanta Barbara, CA
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFUnclassified (Z99)
Ruling yearIRS BMFDec 2017

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Member-At-Large
$0Pt VII · Sec A
See Montecito Firefighters Charitable Foundation executive salaries →

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Mission & Programs · Part III

Where the work happens

1 program service account for $84K of program spending, described in the organization's own filed words · FY2020.
01

We formed this charitable foundation to help members of the community and members of our fire family. Throughout the years we have been privileged to donate to those in need and look forward to continuing that tradition well into the future.

$84Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants127%$174K
Investment income$552
Total revenueLn 12$137K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.84 Management & general $0.10 Fundraising $0.06
Program services84%$84K
Management & general10%$10K
Fundraising6%$6K
Total functional expensesLn 25$101K

Balance Sheet

Part X · end of year
CashLn 1$381K
Total assetsLn 16$381K
Total liabilitiesLn 26$0
Total net assetsLn 32$381K
Months of cash on handcomputed45.5

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $381K · Operating expenses/yr $101K
45.5 months
Where the money goes
Program services
Program services $84K · Total expenses $101K
84%
Management & General
Management & general $10K · Total expenses $101K
10%
Fundraising
Fundraising $6K · Total expenses $101K
6%
Cost to raise $1
Fundraising expense $6K · Solicited contributions $174K
$0.03 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $174K · Total revenue $137K
127%
Government reliance
Government grants — · Total revenue $137K
Earned-income share
Program service revenue $0 · Total revenue $137K
0%
Investment reliance
Investment income $552 · Total revenue $137K
+0.4%
Program self-sufficiency
Program service revenue $0 · Total expenses $101K
0%
Growth & trend
Revenue growth (YoY)
This year $137K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $381K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $137K · Expenses $101K
+27%
Liabilities-to-Assets
Total liabilities — · Total assets $381K
Net-asset ratio
Net assets $381K · Total assets $381K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $381K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Aaron Briner · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $101K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $101K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 84%
Overhead ratio 10%
Fundraising cost ratio 3%
Accounting fee ratio 6%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$5K
Grants paid · 22 grants · $418K · 2020–2024
Unitemized GrantFY2024$32,500
Unitemized GrantFY2023$75,500
Ubaka U RwandaCA · FY2023$3,000
Unitemized GrantFY2022$20,000
Ventura Fire Foundation INCCA · FY2022$2,000
Unitemized GrantFY2021$28,000
Gals Give Back INCCA · FY2021$10,000
Santa Barbara FoundationCA · FY2020$30,000
Unitemized GrantFY2020$15,610
Gwendolyn Strong FoundationCA · FY2020$12,500
Villa La Paz INCFL · FY2020$10,000
See all 22 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$84K revenue · ⤓ 990 PDF
FY2023$229K revenue · ⤓ 990 PDF
FY2022$184K revenue · ⤓ 990 PDF
FY2021$128K revenue · ⤓ 990 PDF
FY2020$137K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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