Civic Intelligence

International School of Monterey

EIN 74-3062542 • 501(c)3 • Seaside, CA

Profile

To provide financial support for the programs and activities of the International School of Monterey by raising money through charitable contributions and fundraising activities.

1720 Yosemite StreetSeaside, CA 93955

www.ismonterey.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

56th percentile

4.8%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-40%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$255,914

Up $28,454 (+13%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$255,914

Up $28,454 (+13%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Down

$82,627

Down $54,319 (-40%) from 2023

Expenses

Down

$78,702

Down $78,642 (-50%) from 2023

Net Income

Up

$3,925

Up $24,323 (+119%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$400K$300K$200K$100K$0Assets 2012: $6,943Liabilities 2012: $0Net Assets 2012: $6,9432012Assets 2013: $8,159Liabilities 2013: $0Net Assets 2013: $8,1592013Assets 2014: $41,345Liabilities 2014: $0Net Assets 2014: $41,3452014Assets 2015: $98,879Liabilities 2015: $0Net Assets 2015: $98,8792015Assets 2016: $182,339Net Assets 2016: $182,3392016Assets 2017: $287,434Net Assets 2017: $287,4342017Assets 2018: $297,856Net Assets 2018: $297,8562018Assets 2019: $313,224Liabilities 2019: $0Net Assets 2019: $313,2242019Assets 2020: $155,012Liabilities 2020: $0Net Assets 2020: $155,0122020Assets 2021: $243,636Liabilities 2021: $0Net Assets 2021: $243,6362021Assets 2022: $243,025Net Assets 2022: $243,0252022Assets 2023: $227,460Net Assets 2023: $227,4602023Assets 2024: $255,914Net Assets 2024: $255,9142024

Highlighted filing

2024

Assets$255,914
Liabilities-
Net Assets$255,914
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$400K$200K$0-$200KRevenue 2012: $280,053Expenses 2012: $283,927Net Income 2012: -$3,8742012Revenue 2013: $237,776Expenses 2013: $236,068Net Income 2013: $1,7082013Revenue 2014: $259,812Expenses 2014: $226,238Net Income 2014: $33,5742014Revenue 2015: $196,785Expenses 2015: $139,251Net Income 2015: $57,5342015Revenue 2016: $195,031Expenses 2016: $111,571Net Income 2016: $83,4602016Revenue 2017: $170,031Expenses 2017: $64,936Net Income 2017: $105,0952017Revenue 2018: $150,080Expenses 2018: $142,686Net Income 2018: $7,3942018Revenue 2019: $244,880Expenses 2019: $231,902Net Income 2019: $12,9782019Revenue 2020: $218,070Expenses 2020: $382,401Net Income 2020: -$164,3312020Revenue 2021: $210,157Expenses 2021: $148,295Net Income 2021: $61,8622021Revenue 2022: $162,779Expenses 2022: $126,481Net Income 2022: $36,2982022Revenue 2023: $136,946Expenses 2023: $157,344Net Income 2023: -$20,3982023Revenue 2024: $82,627Expenses 2024: $78,702Net Income 2024: $3,9252024

Highlighted filing

2024

Revenue$82,627
Expenses$78,702
Net Income$3,925
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$255,914
Liabilities
-
Net assets
$255,914
Revenue
$82,627
Expenses
$78,702
Net income
$3,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.56$2.56$0.83$0.79$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.27$2.27$1.37$1.57$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.43$2.43$1.63$1.26$0.36
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$2.10$1.48$0.62
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$2.18$3.82$1.64
2019Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$2.45$2.32$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.98$2.98$1.50$1.43$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.87$2.87$1.70$0.65$1.05
2016Detailed filing. Detailed filing data is available for this year.$1.82$1.82$1.95$1.12$0.83
2015Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$1.97$1.39$0.58
2014Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$2.60$2.26$0.34
2013Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$2.38$2.36$0.02
2012Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$2.80$2.84$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 7, 2025
Return Version
2023v6.0
Gross Receipts
$82,627
Mission and Program Overview

Mission

To provide financial support for the programs and activities of the International School of Monterey by raising money through charitable contributions and fundraising activities.

Program Services

DescriptionGrantsExpenses
Family Share Program: Families and friends of the International School of Monterey donated money to the Foundation for the International School of Monterey program support.$65,000$65,265
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott HirschfieldPresident-$0--
Whitney ErnestTreasurer-$0--
Jennifer GonzalezSecretary-$0--
Sally NguyenDirector-$0--
Nick WinklerDirector-$0--
Kate Mitchell-MehleDirector-$0--
Lauren CohenDirector-$0--
Filing and Contact Details

Filer

Filer Name
International School of Monterey
EIN
74-3062542
Phone
8315832165
Address
1720 Yosemite Street, Seaside, CA 93955

Signing Officer

Name
Whitney Ernest
Title
Treasurer
Signed
2025-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Armstrong Craver Gertz Llp
Address
3771 Rio Rd Ste 109, Carmel, CA 93923
Preparer
Perilyn Gertz
Phone
8316229073
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Progam Support | Donee's Name: International School of Monterey | Donee's Address: 1720 Yosemite Street Seaside CA 93955 | Relationship of Donee: Affiliated | Cash Amount Given: $65000”

Other Expenses.1

“Merchant service fees $8722”

Other Expenses.2

“Supplies $1295”

Other Expenses.3

“Database service fee $553”

Other Expenses.4

“Dues & subscriptions $485”

Raw XML Appendix176 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Whitney Ernest
IRS990EZ/BooksInCareOfDetail/PhoneNum08315832165
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01720 Yosemite Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Seaside
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093955
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0227460
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0255914
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt079820
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03925
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02647
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0227460
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0255914
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt065000
IRS990EZ/GrossReceiptsAmt082627
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02807
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0227460
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0255914
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0227460
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0255914
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Scott Hirschfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Whitney Ernest
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Gonzalez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sally Nguyen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nick Winkler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kate Mitchell-Mehle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lauren Cohen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt024529
IRS990EZ/OtherExpensesTotalAmt011055
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide financial support for the programs and activities of the International School of Monterey by raising money through charitable contributions and fundraising activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Family Share Program: Families and friends of the International School of Monterey donated money to the Foundation for the International School of Monterey program support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt065000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065265
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt078702
IRS990EZ/TotalProgramServiceExpensesAmt065265
IRS990EZ/TotalRevenueAmt082627
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.ismonterey.org
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The sole purpose of The International School of Monterey Foundation is to provide funding to support the educational programs of The International School of Monterey.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0770485756
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt065000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0International School of Monterey
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt065000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Progam Support | Donee's Name: International School of Monterey | Donee's Address: 1720 Yosemite Street Seaside CA 93955 | Relationship of Donee: Affiliated | Cash Amount Given: $65000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Merchant service fees $8722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $1295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Database service fee $553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues & subscriptions $485
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Whitney Ernest
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0International School of Monterey
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0743062542
ReturnHeader/Filer/PhoneNum08315832165
ReturnHeader/Filer/USAddress/AddressLine1Txt01720 Yosemite Street
ReturnHeader/Filer/USAddress/CityNm0Seaside
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093955
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273654140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMSTRONG CRAVER GERTZ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03771 Rio Rd Ste 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carmel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093923
ReturnHeader/PreparerPersonGrp/PhoneNum08316229073
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Perilyn Gertz
ReturnHeader/ReturnTs02025-04-13T19:17:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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