Civic Intelligence

Old Monterey Foundation

990EZ • Fiscal year 2021 • EIN 45-1343649

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profilewww.oldmontereyfoundation.org
98 Del Monte Avenue 201Monterey, CA 93940

(831) 373-3337

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

38th percentile

0.7%

Higher net margin than 38% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

45th percentile

2.0%

Faster asset growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

542%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$39,587

Up $775 (+2.0%) from 2020

Net Assets

Up

$39,587

Up $775 (+2.0%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Up

$112,238

Up $94,742 (+542%) from 2020

Expenses

Up

$111,463

Up $95,652 (+605%) from 2020

Net Income

Down

$775

Down $910 (-54%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $28,088Liabilities 2011: $20,2792011Assets 2012: $32,682Liabilities 2012: $5,8892012Assets 2013: $19,442Liabilities 2013: $5,7852013Assets 2014: $20,293Liabilities 2014: $5,000Net Assets 2014: $15,2932014Assets 2015: $37,769Liabilities 2015: $9,000Net Assets 2015: $28,7692015Assets 2016: $106,628Liabilities 2016: $4,000Net Assets 2016: $102,6282016Assets 2017: $60,340Liabilities 2017: $8,000Net Assets 2017: $52,3402017Assets 2018: $65,391Liabilities 2018: $3,500Net Assets 2018: $61,8912018Assets 2019: $37,127Net Assets 2019: $37,1272019Assets 2020: $38,812Net Assets 2020: $38,8122020Assets 2021: $39,587Net Assets 2021: $39,5872021Assets 2022: $56,962Net Assets 2022: $56,9622022

Highlighted filing

2021

Assets$39,587
Liabilities-
Net Assets$39,587
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $53,248Expenses 2011: $45,439Net Income 2011: $7,8092011Revenue 2012: $84,561Expenses 2012: $65,577Net Income 2012: $18,9842012Revenue 2013: $74,249Expenses 2013: $87,385Net Income 2013: -$13,1362013Revenue 2014: $40,572Expenses 2014: $38,936Net Income 2014: $1,6362014Revenue 2015: $87,641Expenses 2015: $74,165Net Income 2015: $13,4762015Revenue 2016: $168,551Expenses 2016: $94,692Net Income 2016: $73,8592016Revenue 2017: $141,399Expenses 2017: $191,687Net Income 2017: -$50,2882017Revenue 2018: $94,223Expenses 2018: $84,672Net Income 2018: $9,5512018Revenue 2019: $72,015Expenses 2019: $96,779Net Income 2019: -$24,7642019Revenue 2020: $17,496Expenses 2020: $15,811Net Income 2020: $1,6852020Revenue 2021: $112,238Expenses 2021: $111,463Net Income 2021: $7752021Revenue 2022: $40,559Expenses 2022: $23,184Net Income 2022: $17,3752022

Highlighted filing

2021

Revenue$112,238
Expenses$111,463
Net Income$775
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.1
Gross Receipts
$112,238
Mission and Program Overview

Mission

Old monterey foundation is organized to promote, support and enhance the artistic and cultural environment of historic downtown monterey, california, including the organization of artistic and cultural events.

Old monterey foundation is organized to promote, support, and enhance the artistic and cultural environment of historic downtown monterey, california, including the organization of artistic and cultural events.

Program Services

DescriptionGrantsExpenses
THE OLD MONTEREY FOUNDATION WAS PLEASED TO SPONSOR A STATUE IN HONOR OF MIKE MAROTTA. MIKE WAS A POPULAR MUSICIAN, LOVED BY SO MANY IN THE COMMUNITY, AND KNOWN AS THE "MAYOR OF ALVARADO STREET." THE FUNDS WERE USED TO CREATE THE STUATE AND FOR AN UNVEILING CEREMONY.$101,225$99,935
OLD MONTEREY FOUNDATION IS ALSO INVOLVED IN OTHER AREAS OF THE COMMUNITY SUCH AS, HOSTING LECTURES, REVIVING AND CREATE MURALS AROUND MONTEREY, AND IN 2021, ASSISTED WITH A LOCAL NEW YEAR EVENT TITLED, FIRST NIGHT MONTEREY.$10,763$9,120
IN 2015 THE OLD MONTEREY FOUNDATION(OMF) IMPLEMENTED THE PLAN FOR LOWER PRESIDIO HISTORIC PARK. THIS PROJECT IS BEST DESCRIBED AS A PUBLIC-PRIVATE PARTNERSHIP WITH THE CITY OF MONTEREY, WITH OMF SERVING AS A COMMUNITY-ORIENTED TAX-EXEMPT ENTITY TO GATHER FINANCIAL SUPPORT TO IMPLEMENT THIS VERY EXCELLENT PLAN WHICH WAS ADOPTED BY THE CITY IN 2002, BUT HAD NOT BEEN IMPLEMENTED DUE TO LACK OF MUNICIPAL FUNDING. THE FOUNDATION IS COMMITTED TO RAISING THE NECESSARY FUNDS AND DIRECT THE CONSTRUCTION OF AGREED IMPROVEMENTS THAT WILL MAKE LOWER PRESIDIO HISTORIC PARK A CENTERPIECE OF HISTORIC OLD MONTEREY. IN 2019, NEW SIGNAGE AND KIOSKS WERE CONSTRUCTED IN THE PARK. IN ADDITION, WALKING TOURS BEGAN. IN 2020 and 2021, MINIMAL MAINTENANCE WAS ACCOMPLISHED.-$150
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOY BRYANTDirector-$0--
BILL WOJTKOWSKIDirector-$0--
MARYANN LEFFELDirector-$0--
DANNIELLE STEWARTTreasurer-$0--
ELLEN MARTINDirector-$0--
FRANK SOLLECITODirector-$0--
BRIAN HEINDirector-$0--
PAUL DAVISDirector-$0--
RUSTY WARDPresident-$0--
BILL MCCRONEDirector-$0--
BARBARA BURKESecretary-$0--
DAVE POTTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Old Monterey Foundation
EIN
45-1343649
Phone
8313733337
Address
98 Del Monte Avenue 201, Monterey, CA 93940

Signing Officer

Name
Dannielle Stewart
Title
Treasurer
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
379 WEST MARKET STREET, SALINAS, CA 93901
Preparer
Gerald C Ray CPA
Phone
8314242737
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $518”

Other Expenses.1012

“Insurance $1250”

Other Expenses.1

“Marotta Tribute Statue $99935”

Other Expenses.2

“250th Birthday of Monterey $5350”

Other Expenses.3

“First Night Monterey $2795”

Other Expenses.4

“Barbizon-by-the-pacific $975”

Other Expenses.5

“Telephone $244”

Other Expenses.6

“Lower Presidio Phase I $150”

Other Expenses.7

“Condolence Flowers $109”

Raw XML Appendix202 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/PrimaryExemptPurposeTxt0OLD MONTEREY FOUNDATION IS ORGANIZED TO PROMOTE, SUPPORT, AND ENHANCE THE ARTISTIC AND CULTURAL ENVIRONMENT OF HISTORIC DOWNTOWN MONTEREY, CALIFORNIA, INCLUDING THE ORGANIZATION OF ARTISTIC AND CULTURAL EVENTS.
IRS990EZ/PrintingPublicationsPostageAmt05
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE OLD MONTEREY FOUNDATION WAS PLEASED TO SPONSOR A STATUE IN HONOR OF MIKE MAROTTA. MIKE WAS A POPULAR MUSICIAN, LOVED BY SO MANY IN THE COMMUNITY, AND KNOWN AS THE "MAYOR OF ALVARADO STREET." THE FUNDS WERE USED TO CREATE THE STUATE AND FOR AN UNVEILING CEREMONY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Marotta Tribute Statue $99935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3250th Birthday of Monterey $5350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4First Night Monterey $2795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Barbizon-by-the-pacific $975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telephone $244
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
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ReturnHeader/Filer/EIN0451343649
ReturnHeader/Filer/PhoneNum08313733337
ReturnHeader/Filer/USAddress/AddressLine1Txt098 Del Monte Avenue 201
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770460195
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McGilloway Ray Brown & Kaufman
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum08314242737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gerald C Ray CPA
ReturnHeader/ReturnTs02022-11-14T13:33:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dannielle
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stewart
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,587
Liabilities
-
Net assets
$39,587
Revenue
$112,238
Expenses
$111,463
Net income
$775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.41$0.23$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.40$1.12$1.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.17$0.16$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.72$0.97$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.04$0.62$0.94$0.85$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.08$0.52$1.41$1.92$0.50
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.04$1.03$1.69$0.95$0.74
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.09$0.29$0.88$0.74$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.05$0.15$0.41$0.39$0.02
2013Summary only. Only limited summary data is available for this year.$0.19$0.06$0.74$0.87$0.13
2012Summary only. Only limited summary data is available for this year.$0.33$0.06$0.85$0.66$0.19
2011Summary only. Only limited summary data is available for this year.$0.28$0.20$0.53$0.45$0.08