SANTA BARBARA MIDDLE SCHOOL (EIN 953134383) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

CHRISTIE GLANVILLE

Phone

8056822989

Tax Period

2024-07-01 to 2025-06-30

SANTA BARBARA MIDDLE SCHOOL, founded in 1977, is a mid-sized nonprofit in the Education sector that reported $10.6M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.6M, a strong 25% operating margin.

Mission

TO OPERATE A SCHOOL FOR GRADES 6-9, DELIVERING A HOLISTIC PROGRAM OF ACADEMICS, ARTS & ATHLETICS, COMMUNITY SERVICE, AND OUTDOOR EDUCATION THAT FOSTERS PASSION FOR LIFE AND LEARNING, SELF TRUST, STRENGTH AND COURAGE TO SUCCEED, AND COMPASSION AND RESPECT FOR OTHERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,590,768

Program Service Revenue $7,394,577

Investment Income $295,335

Other Revenue $315,916

TOTAL REVENUE $10,596,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,823,060

Fundraising Expenses $548,383

Program Expenses $5,288,146

Other Expenses $3,163,026

TOTAL EXPENSES $7,986,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,596,596	$7,865,725	+0.3%
Expenses	$7,986,086	$7,557,618	+0.1%
Net Income	$2,610,510	$308,107	+7.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

150

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$225,750

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY BRUEMMER	TRUSTEE	1.00	Director	$0	$0	$0
JESSE SMITH	TRUSTEE	1.00	Director	$0	$0	$0
DETTY PEIKERT	TRUSTEE	1.50	Director	$0	$0	$0
THOMAS DABNEY	TRUSTEE	1.50	Director	$0	$0	$0
SUNITA BEALL	TRUSTEE	1.00	Director	$0	$0	$0
EVA TURENCHALK	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTIE GLANVILE	PRESIDENT	1.00	Officer Director	$0	$0	$0
TRICIA FAHNOE	TREASURER	1.00	Officer Director	$0	$0	$0
JARED FICKER	TRUSTEE	1.00	Director	$0	$0	$0
IAN SMITH	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ROB DUNTON	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL HAMMAN	TRUSTEE	2.00	Officer Director	$0	$0	$0
RAMON GUPTA	TRUSTEE	1.00	Director	$0	$0	$0
ADRIANA SOLANO	TRUSTEE	1.00	Director	$0	$0	$0
JULIE ESTABROOK	TRUSTEE	1.00	Director	$0	$0	$0
KIM CANTIN	TRUSTEE	1.00	Director	$0	$0	$0
GREG MCPHEE	TRUSTEE	1.00	Director	$0	$0	$0
JR MCGINNIS	TRUSTEE	1.00	Director	$0	$0	$0
BILL SCHROEDER	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN MCWILLIAMS	HEAD OF SCHOOL	40.00	Key Emp	$215,000	$10,750	$225,750
BIANCA VEGA	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$148,960	$7,448	$156,408
JOHN PASINI	CHIEF FINANCIAL OFFICER	40.00	Highest	$140,188	$7,009	$147,197
MANDY WESTERMAN	DIRECTOR OF ADVANCEMENT	40.00	Highest	$119,678	$5,984	$125,662
ANDRADE MARCO	STAFF	40.00	Highest	$109,650	$5,483	$115,133
JOHNATHAN DAVIS	STAFF	40.00	Highest	$106,340	$5,317	$111,657

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$10,596,596	$7,986,086	$19,518,108	$2,610,510
2024	$7,865,725	$7,557,618	$17,616,302	$308,107
2023	$7,184,666	$6,771,392	$16,953,832	$413,274
2022	$6,806,761	$6,478,511	$16,094,769	$328,250
2021	$7,434,634	$5,959,617	$15,144,441	$1,475,017
2020	$5,888,297	$5,871,715	$12,321,812	$16,582
2019	$5,942,430	$6,046,989	$11,063,585	$-104,559
2018	$5,596,371	$5,623,473	$10,718,098	$-27,102

SANTA BARBARA MIDDLE SCHOOL