MONTECITO UNION SCHOOL FOUNDATION: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MONTECITO UNION SCHOOL FOUNDATION (EIN 95-3609133)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-01-14
- IRS object ID
- 201120179349200357
- Schema version
- 2009v1.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-14T15:14:22-08:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walpole & Co LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 Santa Felicia Drive | AddressLine1 |
| City | Goleta | City |
| State | CA | State |
| ZIP Code | 93117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953609133 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTECITO EDUCATIONAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 8059693249 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 SAN YSIDRO ROAD | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JONATHAN GURA | Name |
| Title | President | Title |
| Date Signed | 2011-01-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CONLEY PORTER EA | Name |
| Phone | 8055699864 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | http://mef.givezooks.com | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 111762 | GrossReceipts |
| Contributions Gifts Grants Etc | 108345 | ContributionsGiftsGrantsEtc |
| Investment Income | 3417 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Special Events Gross Revenue | 0 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 111762 | TotalRevenue |
| Grants And Similar Amounts Paid | 100000 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 6055 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 2326 | PrintingPublicationsPostage |
| Other Expenses Total | 3566 | OtherExpensesTotal |
| Total Expenses | 111947 | TotalExpenses |
| Excess Or Deficit For Year | -185 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 518734 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | -33041 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 485508 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 518734 | BOY |
| EOY | 485508 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 518734 | BOY |
| EOY | 485508 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 518734 | BOY |
| EOY | 485508 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | RAISE FUNDS TO SPONSOR EDUCATIONAL PROGRAMS AT MONTECITO UNION SCHOOL DISTRICT | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | -ALLOCATED FUNDS FOR MONTECITO UNION SCHOOL VISIBLE THINKING PROGRAM | DescriptionProgramServiceAccom |
| Grants And Allocations | 100000 | GrantsAndAllocations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 100000 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| PATRICK HARTMANN | ||||||
| 1580 N JAMESON LANE | SANTA BARBARA | CA | 93108 | Treasurer | 2.00 | 0 |
| BETSY MOLLER | ||||||
| 280 LAS ENTRADAS DRIVE | SANTA BARBARA | CA | 93108 | DEVELOPMENT COM | 2.00 | 0 |
| CHERYL WAGONHURST | ||||||
| 1539 MIRAMAR LANE | SANTA BARBARA | CA | 93108 | GOVERNANCE COMM | 2.00 | 0 |
| PETER LUFKIN | ||||||
| 135 POMAR LANE | SANTA BARBARA | CA | 93108 | Vice President | 10.00 | 0 |
| BRETT MATTHEWS | ||||||
| 281 HOT SPRINGS ROAD | SANTA BARBARA | CA | 93108 | Secretary | 10.00 | 0 |
| JONATHAN GURA | ||||||
| 2395 BELLA VISTA DRIVE | SANTA BARBARA | CA | 93108 | President | 10.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LEANNE HAWTHORNE | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 PARRA GRANDE LN | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8054521068 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 450328 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 460837 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 389580 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 210860 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108345 | CurrentTaxYear |
| Total | 1619950 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 450328 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 460837 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 389580 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 210860 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108345 | CurrentTaxYear |
| Total | 1619950 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1619950 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5294 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9075 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13119 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6604 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3417 | CurrentTaxYear |
| Total | 37509 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5294 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9075 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13119 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6604 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3417 | CurrentTaxYear |
| Total | 37509 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 33040 | CurrentTaxYearMinus1Year |
| Current Tax Year | -33040 | CurrentTaxYear |
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1657459 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97740 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96530 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02260 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01870 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Comments