Civic Intelligence

Jose Montano Foundation

EIN 46-2605698 • 501(c)3 • San Diego, CA

Profile

To receive, acquire, hold, manage, administer and expend property and funds for charitable and educational purposes, and to assist and support institutions, organizations, associations, and trusts.

1835 Cabrena StreetSan Diego, CA 92154

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

97th percentile

285%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

48th percentile

-3.9%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$7,444

Up $5,510 (+285%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

$7,444

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin87th percentile

Revenue

Down

$14,223

Down $578 (-3.9%) from 2020

Expenses

Down

$8,035

Down $6,583 (-45%) from 2020

Net Income

Up

$6,188

Up $6,005 (+3281%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2013: $14,568Liabilities 2013: $0Net Assets 2013: $14,5682013Assets 2015: $21,198Liabilities 2015: $0Net Assets 2015: $21,1982015Assets 2019: $1,751Liabilities 2019: $02019Assets 2020: $1,934Liabilities 2020: $02020Assets 2021: $7,444Liabilities 2021: $0Net Assets 2021: $7,4442021

Highlighted filing

2021

Assets$7,444
Liabilities$0
Net Assets$7,444
Open 2021 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2013: $20,550Expenses 2013: $5,982Net Income 2013: $14,5682013Revenue 2015: $25,994Expenses 2015: $28,877Net Income 2015: -$2,8832015Revenue 2019: $25,891Expenses 2019: $25,333Net Income 2019: $5582019Revenue 2020: $14,801Expenses 2020: $14,618Net Income 2020: $1832020Revenue 2021: $14,223Expenses 2021: $8,035Net Income 2021: $6,1882021

Highlighted filing

2021

Revenue$14,223
Expenses$8,035
Net Income$6,188
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$7,444
Liabilities
$0
Net assets
$7,444
Revenue
$14,223
Expenses
$8,035
Net income
$6,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$14.2$8.04$6.19
2020Summary only. Only limited summary data is available for this year.$1.93$0.00$14.8$14.6$0.18
2019Summary only. Only limited summary data is available for this year.$1.75$0.00$25.9$25.3$0.56
2015Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$26.0$28.9$2.88
2013Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$20.6$5.98$14.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 7, 2023
Return Version
2021v4.0
Gross Receipts
$14,223
Mission and Program Overview

Mission

To receive, acquire, hold, manage, administer and expend property and funds for charitable and educational purposes, and to assist and support institutions

This corporation is dedicated to charitable and educational purposeds. The corporation provides assistance to families and children with cancer. This corporation also inspires children to excel in school and in their communities. Yearly scholarship of $100 is granted to one sixth grade student from south bay union school district. Donations are also provided to cancer patients as well as facilities such as children's rady's hospital.

Program Services

DescriptionGrantsExpenses
TO RECEIVE, ACQUIRE, HOLD, MANAGE, ADMINISTER AND EXPEND PROPERTY AND FUNDS FOR CHARITABLE AND EDUCATIONAL PURPOSES, AND TO ASSIST AND SUPPORT INSTITUTIONS, ORGANIZATIONS, ASSOCIATIONS, TRUSTS AND UNDERTAKING WHICH ARE DESCRIBED IN 501(c)(3) OF THE INTERNAL REVENUE CODE AND EXEMPT FROM TAXATION UNDER SECTION 501(a) OF THE INTERNAL REVENUE CODE.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSE MONTANODirector-$0--
VERONICA MONTANOCFO-$0--
CYNTHIA SMITH-OUGHSecretary-$0--
LISA TREADWAYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jose Montano Foundation
EIN
46-2605698
Phone
6199546648
Address
1835 CABRENA STREET, SAN DIEGO, CA 92154

Signing Officer

Name
Jose Montano
Title
Director
Phone
6199546648
Signed
2023-04-07
Discuss with paid preparer
No

Preparer

Firm
North County Bookkeeping
Address
254 E GRAND AVE STE 204, ESCONDIDO, CA 92025
Preparer
Cristin Kuhns
Phone
7607450082
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^DONATION ITEMS;1240|DONATION MATERIALS;533|LICENSE TAXES AND PERMITS;20|PROFESSIONAL FEES;450|WEBISTE;168^Total;2411^”

Form 990-EZ, Part I, Line 20

“Description;Amount^ACCOUNTING ADJUSTMENTS;-678^Total;-678^”

Raw XML Appendix177 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0JOSE MONTANO
IRS990EZ/BooksInCareOfDetail/PhoneNum06199546648
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01835 CABRENA STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092154
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01934
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07444
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt014223
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt06188
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01934
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07444
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0100
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt014223
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01934
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07444
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01934
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07444
IRS990EZ/OccupancyRentUtltsAndMaintAmt05373
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSE MONTANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VERONICA MONTANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CYNTHIA SMITH-OUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA TREADWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-678
IRS990EZ/OtherExpensesTotalAmt02411
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THIS CORPORATION IS DEDICATED TO CHARITABLE AND EDUCATIONAL PURPOSEDS. THE CORPORATION PROVIDES ASSISTANCE TO FAMILIES AND CHILDREN WITH CANCER. THIS CORPORATION ALSO INSPIRES CHILDREN TO EXCEL IN SCHOOL AND IN THEIR COMMUNITIES. YEARLY SCHOLARSHIP OF $100 IS GRANTED TO ONE SIXTH GRADE STUDENT FROM SOUTH BAY UNION SCHOOL DISTRICT. DONATIONS ARE ALSO PROVIDED TO CANCER PATIENTS AS WELL AS FACILITIES SUCH AS CHILDREN'S RADY'S HOSPITAL.
IRS990EZ/PrintingPublicationsPostageAmt0151
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RECEIVE, ACQUIRE, HOLD, MANAGE, ADMINISTER AND EXPEND PROPERTY AND FUNDS FOR CHARITABLE AND EDUCATIONAL PURPOSES, AND TO ASSIST AND SUPPORT INSTITUTIONS, ORGANIZATIONS, ASSOCIATIONS, TRUSTS AND UNDERTAKING WHICH ARE DESCRIBED IN 501(c)(3) OF THE INTERNAL REVENUE CODE AND EXEMPT FROM TAXATION UNDER SECTION 501(a) OF THE INTERNAL REVENUE CODE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08035
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt014223
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INDIVIDUAL DONATIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 10
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013922
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043613
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05167
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011303
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt054916
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt054916
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025891
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt054916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^DONATION ITEMS;1240|DONATION MATERIALS;533|LICENSE TAXES AND PERMITS;20|PROFESSIONAL FEES;450|WEBISTE;168^Total;2411^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^ACCOUNTING ADJUSTMENTS;-678^Total;-678^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReasonableCauseExplanation/ExplanationTxt0PRIOR TAX PREPARER WAS NOT AWARE THAT THE 990 FORM FILING HAS SWITCHED TO ONLINE E-FILE ONLY. 1023 TAX EXEMPT REINSTATEMENT HAS BEEN APPROVED, AND NOW THE 2021 990-EZ FILING IS BEING E-FILED.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSE MONTANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06199546648
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSE MONTANO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0462605698
ReturnHeader/Filer/PhoneNum06199546648
ReturnHeader/Filer/USAddress/AddressLine1Txt01835 CABRENA STREET
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092154
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330719085
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORTH COUNTY BOOKKEEPING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0254 E GRAND AVE STE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092025
ReturnHeader/PreparerPersonGrp/PhoneNum07607450082
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRISTIN KUHNS
ReturnHeader/ReturnTs02023-04-07T11:37:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.