Montecito Community Foundation (EIN 956149983) - 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

1966

Legal Domicile

Principal Officer

Ambia Clark

Phone

8056183125

Tax Period

2024-01-01 to 2024-12-31

Montecito Community Foundation, founded in 1966, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $323K in total revenue in fiscal year 2024. The organization ran a surplus of $186K, a strong 57% operating margin.

Mission

The purpose of the Montecito Community Foundation is to support a strong Montecito community and serve as a resource for philanthropy.

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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 $142,572

Program Service Revenue $0

Investment Income $20,760

Other Revenue $159,600

TOTAL REVENUE $322,932

Expense Breakdown

Grants Paid $75,490

Salaries & Benefits $0

Fundraising Expenses $16,476

Program Expenses $102,267

Other Expenses $61,806

TOTAL EXPENSES $137,296

Year-over-Year Comparison

	2024	2023	Change
Revenue	$322,932	$326,433	0.0%
Expenses	$137,296	$298,881	-0.5%
Net Income	$185,636	$27,552	+5.7%

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

N/A

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
Ruth Green	President	1.00	Officer Director	$0	$0	$0
Ambia Clark	Treasurer	4.00	Officer Director	$0	$0	$0
Chana Jackson	Secretary	1.00	Officer Director	$0	$0	$0
Hugh Boss	Director	1.00	Director	$0	$0	$0
Vicki Hazard	Director	1.00	Director	$0	$0	$0
Stephen M Hicks	Director	1.00	Director	$0	$0	$0
George A Isaac	Director	1.00	Director	$0	$0	$0
George Ittner	Director	1.00	Director	$0	$0	$0
Atanas Ivanov	Director	1.00	Director	$0	$0	$0
Alixe Mattingly	Director	1.00	Director	$0	$0	$0
Richard Nordlund	Director	1.00	Director	$0	$0	$0
Jason Siemens	Director	1.00	Director	$0	$0	$0
Cynthia Withers MD	Director	1.00	Director	$0	$0	$0
Crystal Wyatt	Director	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
2024	$322,932	$137,296	$1,563,305	$185,636
2023	$326,433	$298,881	$1,331,050	$27,552
2022	$159,087	$46,439	$1,276,898	$112,648
2021	$198,328	$69,185	$1,234,323	$129,143
2020	$205,667	$63,632	$1,118,199	$142,035
2019	$79,424	$139,003	$965,665	$-59,579
2018	$74,407	$92,485	$1,021,281	$-18,078

Montecito Community Foundation