Montecito Union School Foundation (EIN 953609133) - 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

1980

Legal Domicile

Phone

8059693249

Tax Period

2024-07-01 to 2025-06-30

Montecito Union School Foundation, founded in 1980, is a small nonprofit that reported $420K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $480K exceeded revenue, resulting in a 14% operating deficit.

Mission

To raise funds to sponsor educational programs at Montecito Union School District.

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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 $411,815

Program Service Revenue $9,301

Investment Income $1,089

Other Revenue $-2,611

TOTAL REVENUE $419,594

Expense Breakdown

Grants Paid $424,063

Salaries & Benefits $0

Fundraising Expenses $4,118

Program Expenses $444,161

Other Expenses $56,204

TOTAL EXPENSES $480,267

Year-over-Year Comparison

	2024	2023	Change
Revenue	$419,594	$555,693	-0.2%
Expenses	$480,267	$247,099	+0.9%
Net Income	$-60,673	$308,594	-1.2%

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

N/A

Volunteers

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mally Chakola	Secretary	1.00	Officer Director	$0	$0	$0
Jillian Wittman	Treasurer	2.00	Officer Director	$0	$0	$0
Carolyn Fitzgerald	Vice President	2.00	Officer Director	$0	$0	$0
Bruce Frey	Annual Giving C	1.00	Director	$0	$0	$0
Kendle Evans	Development	1.00	Director	$0	$0	$0
Tara Fergusson	President	5.00	Officer Director	$0	$0	$0
Vanessa Scarlett	Teacher Member	1.00	Director	$0	$0	$0
Marcus Sikors	Member	1.00	Director	$0	$0	$0
Casey Kallenbach	Sponsorship Coo	1.00	Director	$0	$0	$0
Robert Koch	Community Build	1.00	Director	$0	$0	$0
Jennie Burkart	School Programs	1.00	Director	$0	$0	$0
Joy Perry	Member	1.00	Director	$0	$0	$0
Jessica Warm	Member	1.00	Director	$0	$0	$0

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	$419,594	$480,267	$1,094,348	$-60,673
2024	$555,693	$247,099	$1,155,021	$308,594
2023	$547,730	$808,144	$846,427	$-260,414
2022	$621,302	$360,541	$1,106,841	$260,761
2021	$333,129	$310,258	$846,080	$22,871
2020	$314,889	$252,998	$823,209	$61,891
2019	$760,796	$426,961	$761,318	$333,835

Montecito Union School Foundation