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MONTECITO UNION SCHOOL FOUNDATION

EIN 95-3609133 MONTECITO, CA

Browse the largest nonprofits in California

Revenue 2024
$419,594
Expenses 2024
$480,267

Program services were 92.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
2000
Street
385 SAN YSIDRO RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

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

  • 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

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Mally Chakola

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Jillian Wittman

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Carolyn Fitzgerald

    Vice President

    Total calculated
    $0
    Hours/week
    2

  • Bruce Frey

    Annual Giving C

    Total calculated
    $0
    Hours/week
    1

  • Kendle Evans

    Development

    Total calculated
    $0
    Hours/week
    1

  • Tara Fergusson

    President

    Total calculated
    $0
    Hours/week
    5

  • Vanessa Scarlett

    Teacher Member

    Total calculated
    $0
    Hours/week
    1

  • Marcus Sikors

    Member

    Total calculated
    $0
    Hours/week
    1

  • Casey Kallenbach

    Sponsorship Coo

    Total calculated
    $0
    Hours/week
    1

  • Robert Koch

    Community Build

    Total calculated
    $0
    Hours/week
    1

  • Jennie Burkart

    School Programs

    Total calculated
    $0
    Hours/week
    1

  • Joy Perry

    Member

    Total calculated
    $0
    Hours/week
    1

  • Jessica Warm

    Member

    Total calculated
    $0
    Hours/week
    1

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $419,594
    Expenses
    $480,267
    Contributions
    $411,815
    Grants paid
    $424,063
  • 2023
    Revenue
    $555,693
    Expenses
    $247,099
    Contributions
    $494,068
    Grants paid
    $194,215
  • 2022
    Revenue
    $547,730
    Expenses
    $808,144
    Contributions
    $414,358
    Grants paid
    $749,483

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $621,302
    Expenses
    $360,541
    Assets (EOY)
    $1,106,841

  • 2020 · 990

    Revenue
    $333,129
    Expenses
    $310,258
    Assets (EOY)
    $846,080

  • 2019 · 990

    Revenue
    $314,889
    Expenses
    $252,998
    Assets (EOY)
    $823,209

  • 2018 · 990

    Revenue
    $760,796
    Expenses
    $426,961
    Assets (EOY)
    $761,318

  • 2016 · 990

    Revenue
    $223,555
    Expenses
    $242,567
    Assets (EOY)
    $478,996

  • 2015 · 990

    Revenue
    $229,102
    Expenses
    $166,635
    Assets (EOY)
    $498,428

  • 2014 · 990

    Revenue
    $274,952
    Expenses
    $277,079
    Assets (EOY)
    $435,962

  • 2013 · 990

    Revenue
    $286,254
    Expenses
    $441,792
    Assets (EOY)
    $438,089

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $321,297
    Assets (EOY)
    $593,627

  • 2011 · 990

    Revenue
    not reported
    Expenses
    $60,560
    Assets (EOY)
    $566,269

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

  • Montecito Union School Dist

    $626,867

    2022 Nature Lab Development

  • Montecito Union School Dist

    $381,030

    2024 iLab Library

  • Montecito Union School Dist

    $179,180

    2023 iLab Library

  • Montecito Union School Dist

    $122,616

    2022 Student Enrichment

  • Montecito Union School Dist

    $43,033

    2024 Student Enrichment

  • Montecito Union School Dist

    $15,035

    2023 Student Enrichment

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

  • Montecito Union School District

    501(c)3 · K-6 School · CA

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.