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Montecito Community Foundation FY2020 filing

Tax-deductible

Santa Barbara, CA501(c)(3)Foundations & Grantmakers EIN 95-6149983Revenue $206K in FY2020

On file with the IRSPo Box 5001, 93150-5001 · Santa Barbara, CATax-exempt since Mar 1967Publicly supported charity — 170(b)(1)(A)(vi)

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Montecito Community Foundation is a volunteer organization that (continued on schedule o): 1). Promotes Community safety by funding protected pedestrian walkways as well as restoring local trails and road signs. 2). Improves Community spirit by funding events that recognize and honor the dedicated service and volunteer work provided by residents of our Community, and 3). Serves as a philanthropic resource for infrastructure improvements such as updated bus stops.

501(c)(3) charity; gifts are tax-deductible.
58¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $119K a year · 49% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
58%
of spending
Worth a look: 58% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
36 mo
of spending, in cash
Plus $259K in investments, Pt X · Ln 11–13
Looks good: 35.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
14
named funders · $113K
Looks good: 14 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$14K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$206K
Spent
$64K
To programs
58%
Net assets
$1.1M
By yearFY2020–FY2024
Revenue
$206K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$206K
FY2021$198K
FY2022$159K
FY2023$326K
FY2024$323K
Expenses
$64K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$64K
FY2021$69K
FY2022$46K
FY2023$299K
FY2024$137K
Net assets
$1.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.1M
FY2021$1.2M
FY2022$1.3M
FY2023$1.3M
FY2024$1.5M

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

58 cents of each dollar spent went to programs.

Program services 58% · $37K Management & general 24% · $15K Fundraising 17% · $11K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Mindy Denson
President
$0Pt VII · Sec A
Doug Ford
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Chana Jackson
Secretary
$0Pt VII · Sec A
John Kinnear
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
See Montecito Community Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds community safety, spirit, and infrastructure improvements like walkways and events.

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Provided by the organization

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1 program · $37K · in their own filed words · FY2020
01

Supported various community programs such as parkway care, road signs and roadside CLEANUP.FOSTERED community involvement through the village fourth of july event.

$37Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
W W W FoundationFY2024$50K
The Kirby-Jones FoundationFY2024$20K
Brown Family FoundationFY2024$16K
Donor Advised Charitable Giving INCFY2024$11K
Vanguard Charitable Endowment ProgramFY2024$6K
George and Beth Wood FoundationFY2024$3K
Ann Jackson Family FoundationFY2024$2K
Susanne and Gary Tobey Family FoundationFY2024$1K
Total grants receivedfrom 14 funders$113K
See all 14 funders →
Grants paid · 12 grants · $273K · 2020–2024
Montecito Family YMCACA · FY2024$15,000
Montecito Friends of the LibraryCA · FY2024$15,000
Montecito Trails FoundationCA · FY2024$10,000
Montecito Protective & Improvement Association INC MontecitoCA · FY2024$10,000
Casa Del HerreroCA · FY2024$10,000
Apples to Zucchini Cooking SchoolCA · FY2024$7,000
Unitemized GrantFY2024$4,800
Unitemized GrantFY2024$2,500
Unitemized GrantFY2024$1,190
Montecito Retirement AssociationCA · FY2023$177,040
CitynetCA · FY2021$10,000
Santa Barbara Bucket BrigadeCA · FY2020$10,000

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$206K
Ln 12
Gifts and grantsLn 1h$149K
Other incomeLn 4–11$41K
Investment incomeLn 3$15K
Money outPt IX
$64K
Ln 25
Programscol B$37K
Managementcol C$15K
Fundraisingcol D$11K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$189K
Total assetsLn 16$1.1M
LiabilitiesLn 26$14K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$149K
Noncash giftsLn 1g$1K
Investment incomeLn 3$15K
Other incomeLn 4–11$41K
Gains on assetsLn 7−$27
Total revenueLn 12$206K
Assets in detailPt X, end of year
CashLn 1$93K
SavingsLn 2$96K
Cash and savings togetherLn 1–2$189K
InvestmentsLn 11–13$259K
Land, buildings, equipmentLn 10c$655K
Other assetsLn 15$14K
Total assetsLn 16$1.1M
LiabilitiesLn 26$14K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$63K$189K
InvestmentsLn 11–13$244K$259K
Land, buildings, equipmentLn 10c$655K$655K
Total assetsLn 16$966K$1.1M
LiabilitiesLn 26$4K$14K
Net assetsLn 32$962K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$10K$10K
Legal feesLn 11b$400$400
Accounting feesLn 11c$813$813
Other fees for servicesLn 11g$5K$5K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$314$314
Information technologyLn 14$724$724
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$40K$27K$4K$10K
All other expensesLn 24e$2K$546$1K
Total functional expensesLn 25$64K$37K$15K$11K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $323K$137K$186K$1.5M 990 PDF
FY2023 $326K$299K$28K$1.3M 990 PDF
FY2022 $159K$46K$113K$1.3M 990 PDF
FY2021 $198K$69K$129K$1.2M 990 PDF
FY2020 Viewing $206K$64K$142K$1.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $205,667 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $63,013$149,277
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $16,411$15,288
I-11 Other revenuePrior year $0$41,102
I-12 Total revenuePrior year $79,424$205,667
I-13 Grants and similar amounts paidPrior year $57,334$10,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $81,669$53,632
I-18 Total expensesPrior year $139,003$63,632
I-19 Revenue less expensesPrior year −$59,579$142,035
Part VI · Governance 15 of 15 board members independent, 4 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $205,667 across 7 lines filed
VIII-1f All other contributions, gifts and grants$149,277
VIII-1g Noncash contributions (included above)$1,323
VIII-1h Total contributions, gifts and grants$149,277
VIII-3 Investment incomeExcluded from tax $15,315$15,315
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$27−$27
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $41,102$41,102
VIII-12 Total revenueRelated to mission $0 · Unrelated business $41,102 · Excluded from tax $15,288$205,667
Part IX · Statement of functional expenses $63,632 across 10 lines filed
IX-1 Grants to domestic organizationsPrograms $10,000$10,000
IX-11b Legal feesManagement $400$400
IX-11c Accounting feesManagement $813$813
IX-11g Other fees for servicesManagement $5,235$5,235
IX-12 Advertising and promotionFundraising $1,170$1,170
IX-13 Office expensesManagement $314$314
IX-14 Information technologyManagement $724$724
IX-23 InsuranceManagement $2,943$2,943
IX-24 Other expenses (24a–d)Programs $26,518 · Management $3,975 · Fundraising $9,907$40,400
IX-24e All other expensesPrograms $546 · Management $1,087$1,633
IX-25 Total functional expensesPrograms $37,064 · Management $15,491 · Fundraising $11,077$63,632
Part X · Balance sheet $1,118,199 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $62,519$93,139
X-2 Savings and temporary cash investments$96,105
X-10c Land, buildings and equipment, netStart of year $655,209$655,209
X-12 Other securitiesStart of year $243,974$259,284
X-15 Other assetsStart of year $3,963$14,462
X-16 Total assetsStart of year $965,665$1,118,199
X-25 Other liabilitiesStart of year $3,963$14,462
X-26 Total liabilitiesStart of year $3,963$14,462
X-27 Net assets without donor restrictionsStart of year $903,087$1,017,557
X-28 Net assets with donor restrictionsStart of year $58,615$86,180
X-32 Total net assets or fund balancesStart of year $961,702$1,103,737
X-33 Total liabilities and net assetsStart of year $965,665$1,118,199
Part XI · Reconciliation of net assets $1,103,737 net assets at year end
XI-1 Total revenue$205,667
XI-2 Total expenses$63,632
XI-3 Revenue less expenses$142,035
XI-4 Net assets at start of year$961,702
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,103,737

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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