Form 990 for tax year 2023
Filed by MONTECITO PROTECTIVE & IMPROVEMENT ASSOCIATION INC MONTECITO.
Totals
- Total revenue
- $160,252
- Total expenses
- $160,400
- Contributions and grants received
- $159,558
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $694
- Other revenue
- $0
- Total assets, end of year
- $212,785
- Total liabilities, end of year
- $4,879
- Net assets or fund balances, end of year
- $207,906
- Program services expenses (Part IX)
- $104,835
- Management and general expenses
- $55,565
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $104,835
Program services were 65.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$121,591
-
1f · All other contributions, gifts and grants
$37,967
-
3 · Investment income
total $694 · related or exempt $694
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $68,737 · program services $68,737
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $5,343 · program services $5,343
-
13 · Office expenses
total $3,010 · management and general $3,010
-
14 · Information technology
total $99 · program services $99
-
15 · Royalties
total $0
-
16 · Occupancy
total $1,559 · management and general $1,559
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $7,123 · management and general $7,123
-
24a · Other expenses: Independent Contractors - Off
total $30,628 · management and general $30,628
-
24b · Other expenses: Holiday Event & Parade
total $10,758 · program services $10,758
-
24c · Other expenses: Hands Across Montecito
total $7,279 · program services $7,279
-
24d · Other expenses: Merchant Charges
total $6,009 · program services $6,009
-
24e · All other expenses
total $19,855 · program services $6,610 · management and general $13,245
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $209,988 · end of year $207,245
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$24,155
-
10b · Land, buildings and equipment: accumulated depreciation
$24,155
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $2,940 · end of year $5,540
-
25 · Other liabilities
beginning of year $4,874 · end of year $4,879
-
27 · Net assets without donor restrictions
beginning of year $208,054 · end of year $207,906
Mission and programs · 2023
Mission
The Montecito Protective & Improvement Association seeks to preserve and protect the semi-rural character of our community and provide a voice for our community. The ways in which we achieve this mission are (See Schedule O):
-
The Association sponsors a 'Village Fourth Community Parade and Celebration' event annually which promotes community involvement along with the Montecito Holiday Parade. This event occurred again in 2021 after being suspended because of Covid-19 restrictions.Additionally, the Association sponsors an annual 'Beautification Day' in which residents of the community meet together and clean up areas of the community that need work.In 2021, the Association hosted an event called 'Hands Across Montecito' which is a homeless outreach program.
Expenses $104,835
As filed on the 2023 return.
Listed in Part VII
-
Tom Bollay
Director
- Total calculated
- $0
- Hours/week
- 2
-
Andrea Newquist
Secretary
- Total calculated
- $0
- Hours/week
- 3
-
Mindy Denson
Director
- Total calculated
- $0
- Hours/week
- 2
-
Inken Gerlach
Vice President
- Total calculated
- $0
- Hours/week
- 3
-
Doug Black
President
- Total calculated
- $0
- Hours/week
- 3
-
Jacqueline Duran
Director
- Total calculated
- $0
- Hours/week
- 2
-
Melissa Miller
Director
- Total calculated
- $0
- Hours/week
- 2
-
William Babbitt
Director
- Total calculated
- $0
- Hours/week
- 2
-
William Macfadyen
Treasurer
- Total calculated
- $0
- Hours/week
- 3
-
Joseph Pennino
Director
- Total calculated
- $0
- Hours/week
- 2
-
Leslie Lundgren
Vice President
- Total calculated
- $0
- Hours/week
- 3
-
Patrice Serrani
Director
- Total calculated
- $0
- Hours/week
- 2
-
Aimee Miller
Director
- Total calculated
- $0
- Hours/week
- 2
-
Cheryl Trosky
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jillian Wittman
Director
- Total calculated
- $0
- Hours/week
- 2
-
Robert Kemp
Director
- Total calculated
- $0
- Hours/week
- 2
-
Houghton Hyatt
Executive Dir.
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403209349325115
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