2026-05-15T09:59:11-05:00 2025-06-30 952089835 BARTLETT PRINGLE & WOLF LLP 1123 CHAPALA ST PO BOX 90860 SANTA BARBARA CA 931900860 990 2024-07-01 953134383 SANTA BARBARA MIDDLE SCHOOL SANT 8056822989 1321 ALAMEDA PADRE SERRA SANTA BARBARA CA 93103 CHRISTIE GLANVILLE PRESIDENT 8056822989 2026-05-14 1 1 JOHN J BRITTON P00290353 8059637811 2026-05-13 2024 2025-03-06 01:10:19Z CHRISTIE GLANVILLE 1321 ALAMEDA PADRE SERRA SANTA BARBARA CA 93103 10752054 0 X WWW.SBMS.ORG X 1977 CA TO OPERATE A SCHOOL FOR GRADES 6-9, DELIVERING A HOLISTIC PROGRAM OF ACADEMICS, ARTS & ATHLETICS, COMMUNITY SERVICE, AND OUTDOOR EDUCATION THAT FOSTERS PASSION FOR LIFE AND LEARNING, SELF TRUST, STRENGTH AND COURAGE TO SUCCEED, AND COMPASSION AND RESPECT FOR OTHERS. 19 19 70 150 0 0 503982 2590768 6849372 7394577 266707 295335 245664 315916 7865725 10596596 0 0 0 0 4619299 4823060 0 0 548383 2938319 3163026 7557618 7986086 308107 2610510 17616302 19518108 6764830 6056126 10851472 13461982 TO OPERATE A SCHOOL FOR GRADES 6-9, DELIVERING A HOLISTIC PROGRAM OF ACADEMICS, ARTS & ATHLETICS, COMMUNITY SERVICE, AND OUTDOOR EDUCATION THAT FOSTERS PASSION FOR LIFE AND LEARNING, SELF TRUST, STRENGTH AND COURAGE TO SUCCEED, AND COMPASSION AND RESPECT FOR OTHERS. 0 0 5288146 7394577 TO OPERATE A SCHOOL FOR GRADES 6-9, DELIVERING A HOLISTIC PROGRAM OF ACADEMICS, ARTS & ATHLETICS, COMMUNITY SERVICE, AND OUTDOOR EDUCATION THAT FOSTERS PASSION FOR LIFE AND LEARNING, SELF TRUST, STRENGTH AND COURAGE TO SUCCEED, AND COMPASSION AND RESPECT FOR OTHERS. 5288146 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 21 0 70 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X SEAN EDWARDS 8056822989 1321 ALAMEDA PADRE SERRA SANTA BARBARA CA 93103 X ASHLEY BRUEMMER TRUSTEE 1.00 X 0 0 0 JESSE SMITH TRUSTEE 1.00 X 0 0 0 DETTY PEIKERT TRUSTEE 1.50 X 0 0 0 THOMAS DABNEY TRUSTEE 1.50 X 0 0 0 SUNITA BEALL TRUSTEE 1.00 X 0 0 0 EVA TURENCHALK TRUSTEE 1.00 X 0 0 0 CHRISTIE GLANVILE PRESIDENT 1.00 X X 0 0 0 TRICIA FAHNOE TREASURER 1.00 X X 0 0 0 JARED FICKER TRUSTEE 1.00 X 0 0 0 IAN SMITH VICE PRESIDENT 2.00 X X 0 0 0 ROB DUNTON SECRETARY 1.00 X X 0 0 0 MICHAEL HAMMAN TRUSTEE 2.00 X X 0 0 0 RAMON GUPTA TRUSTEE 1.00 X 0 0 0 ADRIANA SOLANO TRUSTEE 1.00 X 0 0 0 JULIE ESTABROOK TRUSTEE 1.00 X 0 0 0 KIM CANTIN TRUSTEE 1.00 X 0 0 0 GREG MCPHEE TRUSTEE 1.00 X 0 0 0 JR MCGINNIS TRUSTEE 1.00 X 0 0 0 BILL SCHROEDER TRUSTEE 1.00 X 0 0 0 BRIAN MCWILLIAMS HEAD OF SCHOOL 40.00 X 215000 0 10750 BIANCA VEGA ASSISTANT HEAD OF SCHOOL 40.00 X 148960 0 7448 JOHN PASINI CHIEF FINANCIAL OFFICER 40.00 X 140188 0 7009 MANDY WESTERMAN DIRECTOR OF ADVANCEMENT 40.00 X 119678 0 5984 ANDRADE MARCO STAFF 40.00 X 109650 0 5483 JOHNATHAN DAVIS STAFF 40.00 X 106340 0 5317 839816 0 41991 8 0 1 0 0 2590768 2590768 TUITION AND FEES 611110 7394577 7394577 7394577 295335 295335 6725 0 6725 6725 6725 160990 0 160990 160990 230252 155458 74794 74794 MISCELLANEOUS INCOME 900099 73407 73407 73407 10596596 7549503 0 456325 881807 529423 316562 35822 3089447 1854853 1109090 125504 564535 338938 202664 22933 287271 172473 103128 11670 79471 10844 17633 50994 24857 2005 22852 137218 20509 72282 44427 1904 1638 228 38 63119 28184 23034 11901 294079 174683 110280 9116 121412 92105 20669 8638 FINANCIAL AID 1263600 1263600 STUDENT OUTDOOR PROGRAM 287985 287985 MAINTENANCE AND UTILITI 191383 164590 22966 3827 PROFESSIONAL SERVICES 177991 5531 36150 136310 520007 340785 92019 87203 7986086 5288146 2149557 548383 3296580 3554097 51855 1074862 14696 88998 49522 51998 36196 47798 205634 245013 13468082 2588071 10560509 10880011 3086324 3321620 314986 253711 17616302 19518108 162132 111956 3813367 3411906 950420 921753 1657800 1468881 181111 141630 6764830 6056126 X 10449639 11227063 401833 2234919 10851472 13461982 17616302 19518108 2610510 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 42458 42458 42458 42458 42458 42458 42458 42458 42458 42458 1.00000 0 0 4121419 4121419 3778581 435991 3342590 4508145 1245535 3262610 833372 714503 118869 226565 192042 34523 10880011 SHORT-TERM INVESTMENTS 1368276 F LONG-TERM INVESTMENTS 1953344 F 3321620 DEPOSITS, INTEREST, AND OTHER MISC PAYABLES 141630 141630 X 10596596 0 10596596 0 10596596 7986086 0 7986086 0 7986086 PART X, LINE 2: THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERAL REVENUE CODE, THOUGH IT WOULD BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSES. THE SCHOOL FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT TAX POSITIONS TAKEN BY THE SCHOOL IN ITS FEDERAL AND STATE EXEMPT TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE SCHOOL'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. CONTRIBUTIONS TO THE SCHOOL ARE TAX DEDUCTIBLE TO DONORS UNDER SECTION 170 OF THE IRC. THE SCHOOL IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ADMISSIONS PROCEDURES & CHECKLIST' DOCUMENT STATES: SANTA BARBARA MIDDLE SCHOOL WELCOMES AND ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL OR ETHNIC ORIGIN, OR RELIGIOUS PREFERENCE. THERE ARE LIMITATIONS TO THE KIND AND EXTENT OF ACCOMMODATIONS WE CAN SUCCESSFULLY PROVIDE. THE SCHOOL ADMITS STUDENTS WITH DISABILITIES WHO FUNDAMENTALLY FIT THE SCHOOL'S MISSION, PROGRAMS, POLICIES, AND STAFFING. ANNUAL AUCTION 160990 160990 160990 160990 160990 X X X 0 0 0 0 0 0 0 0 0 BRIAN MCWILLIAMS HEAD OF SCHOOL 215000 0 0 0 0 0 0 0 10750 0 225750 0 0 0 BIANCA VEGA ASSISTANT HEAD OF SCHOOL 148960 0 0 0 0 0 0 0 7448 0 156408 0 0 0 X IN KIND - CHARITY AUCTION 3 56800 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS - THE BOARD HAS DELEGATED THE PRIMARY REVIEW PROCESS TO THE FINANCE COMMITTEE, WHICH IS COMPOSED OF MEMBERS WITH FINANCIAL EXPERTISE. THE FINANCE COMMITTEE REVIEWS THE DRAFT FORM 990, AND RECOMMENDS APPROVAL TO THE BOARD. THE DRAFT FORM 990 IS SENT TO EACH BOARD MEMBER PRIOR TO THE DESIGNATED BOARD MEETING DURING WHICH IT WILL BE DISCUSSED, AND IT MUST BE APPROVED BY A MAJORITY OF THE BOARD BEFORE BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS - TRUSTEES ARE GIVEN CONFLICT OF INTEREST FORMS TO FILL OUT AND SIGN. THEY ARE THEN REVIEWED BY THE CHAIR OF GOVERNANCE COMMITTEE FOR COMPLETENESS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW & APPROVAL PROCESS FOR OFFICERS & KEY EMPLOYEES - THE EXECUTIVE COMMITTEE APPOINTS A COMPENSATION COMMITTEE OF ITS MEMBERS WHICH REVIEWS COMPARABLE SALARIES AND OTHER DATA TO DETERMINE THE COMPENSATION LEVEL FOR THE HEADMASTER EACH YEAR. THE EXECUTIVE COMMITTEE THEN RECOMMENDS THE COMPENSATION TO THE BOARD OF TRUSTEES FOR ADOPTION, AND AN EMPLOYMENT CONTRACT IS EXECUTED. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: THERE ARE NO CHANGES TO THE OVERSIGHT PROCESS FROM PRIOR YEARS.