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Nonprofit · EIN 95-3614638

MONTECITO FRIENDS OF THE LIBRARY

Tax-exempt · SANTA BARBARA, CA 93150

Financials

$127K$170K2023$238K$187K2024
Revenue Expenses · by fiscal year end
Financials of MONTECITO FRIENDS OF THE LIBRARY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$237,765$187,099$50,666$1,525,746$0$1,525,746
June 30, 2024990$127,038$169,911-$42,873$1,428,040$0$1,428,040
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$146,493
Program service revenue
$0
Investment income
$91,272
Net gain from sales of assets
$65,303
Other revenue
$0

Expenses

Grants and similar amounts paid
$127,790
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$5,350
Program services (functional)
$141,180
Management and general (functional)
$29,013
Fundraising (functional)
$16,906

Balance sheet and other

Total assets, start of year
$1,428,040
Total assets, end of year
$1,525,746
Total liabilities, end of year
$0
Net assets, end of year
$1,525,746
Publicly traded securities
$1,233,375
Net assets without donor restrictions
$809,293
Net assets with donor restrictions
$716,453
Gross receipts
$385,098
Employees
0
Volunteers
50
Year formed
1976
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
PAT SALEYPRESIDENT
Trustee or director, Officer
5$0
KENDRA EPLEYTREASURER
Trustee or director, Officer
5$0
KELLY HATCHETTSECRETARY
Trustee or director, Officer
5$0
LOUISE KELLYBOARD MEMBER
Trustee or director
1$0
MELISSA FRANKLINBOARD MEMBER
Trustee or director
1$0
JASON SIEMENSBOARD MEMBER
Trustee or director
1$0
JEFF DONAHUEBOARD MEMBER
Trustee or director
1$0
ZOE COPUSBOARD MEMBER
Trustee or director
1$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
PAT SALEYPRESIDENT
Trustee or director, Officer
5$0
KENDRA EPLEYTREASURER
Trustee or director, Officer
5$0
KELLY HATCHETTSECRETARY
Trustee or director, Officer
5$0
LOUISE KELLYBOARD MEMBER
Trustee or director
1$0
MELISSA FRANKLINBOARD MEMBER
Trustee or director
1$0
JASON SIEMENSBOARD MEMBER
Trustee or director
1$0
JEFF DONAHUEBOARD MEMBER
Trustee or director
1$0
ZOE COPUSBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 5788, SANTA BARBARA, CA 93150-5788
Principal officer (990 for 2024)
KENDRA EPLEY, 1485 E VALLEY ROAD SUITE 7, MONTECITO, CA 93108
Signed the 990
KENDRA EPLEY, TREASURER
Phone
(805) 570-8483
Return prepared by
TRAVIS J WILSON CPA CFP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-3614638 or by the name MONTECITO FRIENDS OF THE LIBRARY.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE MONTECITO FRIENDS OF THE LIBRARY IS A NON-PROFIT ORGANIZATION FORMED TO RAISE MUCH NEEDED FUNDS IN ORDER TO SUPPLEMENT THE FUNDING FROM THE SANTA BARBARA PUBLIC LIBRARY. THE ULTIMATE GOAL OF THE ORGANIZATION IS TO OFFER THIS ADDITIONAL FUNDING SO THE MONTECITO LIBRARY CAN CONTINUE TO ENHANCE ITS ABILITY TO PROVIDE COMPREHENSIVE AND INNOVATIVE PROGRAMMING, TIMELY RESOURCES & RESPONSIVE ASSISTANCE TO FOSTER A THRIVING COMMUNITY OF LEARNING, SHARING AND CREATING.

990 for the year ended June 30, 2025

Program accomplishments

  • FOSTERING COMMUNITY AWARENESS, SUPPORT AND USE OF THE FACILITIES AND PROGRAMS OF THE MONTECITO LIBRARY BY PROVIDING AN ANNUAL GRANT TO THE SANTA BARBARA PUBLIC LIBRARY SYSTEM, WHO IN TURN IS BETTER ABLE TO FACILITATE THE SUSTAINMENT OF THE MONTECITO LIBRARY AT ITS HIGHEST LEVEL OF OPERATIONS. THESE PUBLIC DONATIONS ARE ULTIMATELY USED TO HELP FUND OPERATIONS AND SPONSOR PROGRAMS DESIGNED TO ADD TO THE CULTURAL LIFE OF THE COMMUNITY AND TO ENCOURAGE THE INTRODUCTION AND USE OF DEVELOPING LIBRARY TECHNOLOGY, AS WELL AS SUPPORTING AN ACTIVE CHILDREN'S PROGRAM IN COORDINATION WITH EXISTING SCHOOL AND LIBRARY PROGRAMS.
    Expenses $141,180 · grants $127,790

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
95-3614638
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1976
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,525,746
Income (IRS master file)
$385,098

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$237,765$187,099$1,525,746XML
990June 2024$127,038$169,911$1,428,040XML
990June 2023$131,339$230,544$1,321,672IRS
990June 2022$301,938$107,553$1,281,572IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 95-3614638).

Questions about MONTECITO FRIENDS OF THE LIBRARY

What is the EIN of MONTECITO FRIENDS OF THE LIBRARY?
The employer identification number (EIN) of MONTECITO FRIENDS OF THE LIBRARY is 95-3614638.
Is MONTECITO FRIENDS OF THE LIBRARY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to MONTECITO FRIENDS OF THE LIBRARY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTECITO FRIENDS OF THE LIBRARY 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 FRIENDS OF THE LIBRARY 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 FRIENDS OF THE LIBRARY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of MONTECITO FRIENDS OF THE LIBRARY?
The 990 for the year ended June 30, 2025 names KENDRA EPLEY.
Who are the officers and directors of MONTECITO FRIENDS OF THE LIBRARY?
The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does MONTECITO FRIENDS OF THE LIBRARY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $237,765, expenses of $187,099 and total assets of $1,525,746 at year end.

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