You’re viewing the FY2023 filing — not the latest on file.
See the latest (FY2024) →
Status and standing
Is it real, and can you give to it?
Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Legal name (IRS)Hdr · item CMontecito Community Foundation
EINHdr · item D95-6149983
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFMar 1967
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CSanta Barbara, CA
NTEE classificationIRS BMFFoundations & Grantmakers (T31Z)
Where the money goes
What each dollar paid for.
Statement of Functional Expenses
Part IX · allocated across program, management, and fundraising
Program services88%$264K
Management & general8%$23K
Fundraising4%$11K
Total functional expensesLn 25$299K
Finances
Money in and out, what it owns and owes
Program efficiency
88%
of spending reaches programs
Months of spending covered by cash
27.1mo
months of highly liquid reserves at operating expense rate
Surplus margin
+8%
revenue over expenses, this year
Summary of the Filing
Part I · fiscal year 2023 · Form 990
Total assets
$1.3M
FY2023▲ +4%
| FY2020 | $1.1M |
|---|---|
| FY2021 | $1.2M |
| FY2022 | $1.3M |
| FY2023 | $1.3M |
| FY2024 | $1.6M |
Total liabilities
$27K
FY2023
| FY2020 | $14K |
|---|---|
| FY2021 | $1K |
| FY2022 | $0 |
| FY2023 | $27K |
| FY2024 | $27K |
Revenue less expensesPt I · Ln 19$28K
Total assetsPt X · Ln 16$1.3M
Program-expense ratioPt IX · col B88%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412
Balance Sheet
Part X · end of year
CashLn 1$183K
Total assetsLn 16$1.3M
Total liabilitiesLn 26$27K
Total net assetsLn 32$1.3M
Months of cash on handcomputed7.3
Statement of Revenue
Part VIII
Contributions & grants$186K · 57%
Other revenue$76K · 23%
Investment income$64K · 20%
Contributions & grants57%$186K
Other revenue23%$76K
Investment income20%$64K
Total revenueLn 12$326K
Financial Metrics
Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Months of spending covered by cash
Highly liquid reserves $676K · Operating expenses/yr $299K
27.1 months
Where the money goes
Program services
Program services $264K · Total expenses $299K
88%
Management & General
Management & general $23K · Total expenses $299K
8%
Fundraising
Fundraising $11K · Total expenses $299K
4%
Cost to raise $1
Fundraising expense (3-yr avg) $8K · Solicited contributions (3-yr avg) $144K
$0.06 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $186K · Total revenue $326K
57%
Government reliance
Government grants $0 · Total revenue $326K
0%
Earned-income share
Program service revenue $0 · Total revenue $326K
0%
Investment reliance
Investment income $64K · Total revenue $326K
+20%
Program self-sufficiency
Program service revenue $0 · Total expenses $299K
0%
Growth & trend
Revenue growth (YoY)
This year $326K · Prior year $159K
+105%
Net-asset trend (YoY)
End of year $1.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $326K · Expenses $299K
+8%
Liabilities-to-Assets
Total liabilities — · Total assets $1.3M
—
Net-asset ratio
Net assets $1.3M · Total assets $1.3M
98%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $493K · Total assets (Pt X, ln 16) $1.3M
37%
People & payroll
Highest Reported Total Compensation
Individual Hugh Boss · Reported title Director · Highest reported compensation $0 · Total expenses $299K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $299K
0%
Peer comparison
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 88% | — | — |
| Overhead ratio | 8% | — | — |
| Fundraising cost ratio | 6% | — | — |
| Revenue growth | 105% | — | — |
| Investment management fee ratio | 0.2% | — | — |
| Legal fee ratio | 0% | — | — |
| Accounting fee ratio | 2% | — | — |
| Fundraising fee ratio | 0% | — | — |
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.
Leadership and pay
Who runs it, and what are they paid?
Officers, Directors & Key Employees
Part VII, Section A · reportable compensation
Director
$0Pt VII · Sec A
VP Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Are you one of these people? Claim this org to confirm your role
Governance & Policies
Part VI
- 12Voting board membersPt VI · Ln 1a
- 12Independent board membersPt VI · Ln 1b
- Conflict-of-interest policyPt VI · Ln 12aYes
- Whistleblower policyPt VI · Ln 13Yes
- Document retention policyPt VI · Ln 14No
- Top official’s pay independently reviewedPt VI · Ln 15aYes
- Family or business ties among leadersPt VI · Ln 2No
Mission and programs
What it does.
Funds community safety, spirit, and infrastructure improvements like walkways and events.
Provided by the organization
This section is blank until Montecito Community Foundation claims this page.
Know this organization? Claim it to add your story
Mission & Programs · Part III
Where the work happens
3 program services account for $27K of program spending, described in the organization's own filed words · FY2023.
01
Road Signage and Road sign Maintenance
$18Kprogram expense
02
MA Beautification
$6Kprogram expense
03
Village Fourth
$4Kprogram expense
Run this program? Claim this org to tell your story
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
George and Beth Wood FoundationFY2024$3K
Ann Jackson Family FoundationFY2024$2K
Total grants receivedfrom 14 funders$113K
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
Filing history
Every return on file.
| Year | Revenue | Expenses | Change | Filing |
|---|---|---|---|---|
| FY2024 Latest | $323K | $137K | -1% | 990 PDF |
| FY2023 Viewing | $326K | $299K | +105% | 990 PDF |
| FY2022 | $159K | $46K | -20% | 990 PDF |
| FY2021 | $198K | $69K | -4% | 990 PDF |
| FY2020 | $206K | $64K | 990 PDF |
Want to add your own materials alongside these filings? Claim this org
Schedules filed Part IV
III · Programs
I · Grants
R · Related orgs
G · Fundraising
L · Interested persons
A · Public support
F · Foreign
M · Noncash
Full filing: Form 990 for FY2023
Every line we hold from the return, cited to its Part and line.
Part VIII · Statement of revenue $326,433 across 16 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$186,263
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$186,263
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$64,270
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$75,900
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$326,433
Part IX · Statement of functional expenses $298,881 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $243,755$243,755
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$0
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$0
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0
IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$0
IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$0
IX-11a Management feesPrograms $0 · Management $7,262 · Fundraising $0$7,262
IX-11b Legal feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11c Accounting feesPrograms $0 · Management $6,230 · Fundraising $0$6,230
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $2,701 · Fundraising $0$2,701
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-12 Advertising and promotionPrograms $0 · Management $0 · Fundraising $6,956$6,956
IX-13 Office expensesPrograms $0 · Management $794 · Fundraising $0$794
IX-14 Information technologyPrograms $1,136 · Management $1,424 · Fundraising $1,136$3,696
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $0 · Management $0 · Fundraising $0$0
IX-17 TravelPrograms $0 · Management $0 · Fundraising $0$0
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $0 · Management $0 · Fundraising $0$0
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $670 · Management $670 · Fundraising $0$1,340
IX-24 Other expenses (24a–d)Programs $17,538 · Management $799 · Fundraising $0$18,337
IX-24e All other expensesPrograms $1,247 · Management $3,538 · Fundraising $3,025$7,810
IX-25 Total functional expensesPrograms $264,346 · Management $23,418 · Fundraising $11,117$298,881
Part X · Balance sheet $1,331,050 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $194,168$181,560
X-2 Savings and temporary cash investmentsStart of year $1,357$1,365
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $655,209$655,209
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $426,164$492,916
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $1,276,898$1,331,050
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$26,600
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $0$26,600
X-27 Net assets without donor restrictionsStart of year $1,086,736$1,252,651
X-28 Net assets with donor restrictionsStart of year $190,162$51,799
X-32 Total net assets or fund balancesStart of year $1,276,898$1,304,450
X-33 Total liabilities and net assetsStart of year $1,276,898$1,331,050
Part XI · Reconciliation of net assets $1,304,450 net assets at year end
XI-1 Total revenue$326,433
XI-2 Total expenses$298,881
XI-3 Revenue less expenses$27,552
XI-4 Net assets at start of year$1,276,898
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,304,450
Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.
Similar organizations you could support
Closest in mission — by what they do
Run this organization? Claim this page
Compare
Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side
Sources
Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More
The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.
Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.
We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.
Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.
If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.
Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.
If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.
If you ARE the filing organization, claim this org and add context
Made it to the end? Claim this organization
Sponsorship available
Your ad here
Reach nonprofit & funder researchers on 990 Scout