Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 95-3609133

MONTECITO UNION SCHOOL FOUNDATION

Tax-exempt · MONTECITO, CA 93108

Financials

$420K$480K2024
Revenue Expenses · by fiscal year end
Financials of MONTECITO UNION SCHOOL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$419,594$480,267-$60,673$1,094,348$0$1,094,348
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$411,815
Program service revenue
$9,301
Investment income
$1,089
Net income from fundraising events
-$2,611
Other revenue
-$2,611

Expenses

Grants and similar amounts paid
$424,063
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$7,172
Program services (functional)
$444,161
Management and general (functional)
$31,988
Fundraising (functional)
$4,118

Balance sheet and other

Total assets, start of year
$1,155,021
Total assets, end of year
$1,094,348
Total liabilities, end of year
$0
Net assets, end of year
$1,094,348
Net assets without donor restrictions
$1,094,348
Gross receipts
$561,060
Employees
0
Volunteers
13
Year formed
1980
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Mally ChakolaSecretary
Trustee or director, Officer
1$0
Jillian WittmanTreasurer
Trustee or director, Officer
2$0
Carolyn FitzgeraldVice President
Trustee or director, Officer
2$0
Bruce FreyAnnual Giving C
Trustee or director
1$0
Kendle EvansDevelopment
Trustee or director
1$0
Tara FergussonPresident
Trustee or director, Officer
5$0
Vanessa ScarlettTeacher Member
Trustee or director
1$0
Marcus SikorsMember
Trustee or director
1$0
Casey KallenbachSponsorship Coo
Trustee or director
1$0
Robert KochCommunity Build
Trustee or director
1$0
Jennie BurkartSchool Programs
Trustee or director
1$0
Joy PerryMember
Trustee or director
1$0
Jessica WarmMember
Trustee or director
1$0

Address and contacts

Address (IRS master file)
385 SAN YSIDRO RD, MONTECITO, CA 93108-2131
Signed the 990
Joy Perry, Treasurer
Phone
(805) 969-3249
Return prepared by
McAvoy Co CPA

Mission

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

990 for the year ended June 30, 2025

Program accomplishments

  • The organization made grants to Montecito Union School District to fund student enrichment activities.
    Expenses $424,063 · grants $424,063
  • The organization directly sponsored approximately 10 student enrichment activities.
    Expenses $20,098 · revenue $9,301

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
95-3609133
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1981
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,094,348
Income (IRS master file)
$561,060

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$419,594$480,267$1,094,348XML
990June 2024–––IRS
990June 2023$547,730$808,144$846,427IRS
990June 2022$621,302$360,541$1,106,841IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about MONTECITO UNION SCHOOL FOUNDATION

What is the EIN of MONTECITO UNION SCHOOL FOUNDATION?
The employer identification number (EIN) of MONTECITO UNION SCHOOL FOUNDATION is 95-3609133.
Is MONTECITO UNION SCHOOL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to MONTECITO UNION SCHOOL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTECITO UNION SCHOOL FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MONTECITO UNION SCHOOL FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTECITO UNION SCHOOL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of MONTECITO UNION SCHOOL FOUNDATION?
The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does MONTECITO UNION SCHOOL FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $419,594, expenses of $480,267 and total assets of $1,094,348 at year end.

Other nonprofits in MONTECITO

All nonprofits in MONTECITO · California