Civic Intelligence

Monterey County Benevolent Foundation Co Tausha Suniga

990EZ • Fiscal year 2021 • EIN 77-0576645

Jun 01, 2020 to May 31, 2021 • Filed on Oct 26, 2021

Organization ProfileN/A
301 Bonifacio PlaceMonterey, CA 93940

(831) 206-7880

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.86x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

Asset Growth

4th percentile

-83%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$11,615

Down $55,102 (-83%) from 2020

Net Assets

Down

$1,615

Down $55,102 (-97%) from 2020

Liabilities

Flat

$10,000

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $4,338 (-100%) from 2020

Expenses

Up

$55,102

Up $15,478 (+39%) from 2020

Net Income

Down

-$55,102

Down $19,816 (-56%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$400K$300K$200K$100K$0Assets 2011: $127,968Liabilities 2011: $271Net Assets 2011: $127,6972011Assets 2012: $126,825Liabilities 2012: $155Net Assets 2012: $126,6702012Assets 2013: $36,363Liabilities 2013: $314Net Assets 2013: $36,0492013Assets 2014: $63,405Liabilities 2014: $0Net Assets 2014: $63,4052014Assets 2015: $67,201Liabilities 2015: $4,002Net Assets 2015: $63,1992015Assets 2016: $88,045Liabilities 2016: $4,000Net Assets 2016: $84,0452016Assets 2017: $94,085Liabilities 2017: $8,000Net Assets 2017: $86,0852017Assets 2018: $93,113Liabilities 2018: $10,000Net Assets 2018: $83,1132018Assets 2019: $102,003Liabilities 2019: $10,000Net Assets 2019: $92,0032019Assets 2020: $66,717Liabilities 2020: $10,000Net Assets 2020: $56,7172020Assets 2021: $11,615Liabilities 2021: $10,000Net Assets 2021: $1,6152021Assets 2022: $294,586Liabilities 2022: $10,000Net Assets 2022: $284,5862022Assets 2023: $305,499Liabilities 2023: $11,015Net Assets 2023: $294,4842023Assets 2024: $353,838Liabilities 2024: $10,000Net Assets 2024: $343,8382024Assets 2025: $397,914Liabilities 2025: $11,687Net Assets 2025: $386,2272025

Highlighted filing

2021

Assets$11,615
Liabilities$10,000
Net Assets$1,615
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $226,439Expenses 2011: $166,931Net Income 2011: $59,5082011Revenue 2012: $214,237Expenses 2012: $215,264Net Income 2012: -$1,0272012Expenses 2013: $275,7852013Revenue 2014: $237,892Expenses 2014: $210,536Net Income 2014: $27,3562014Revenue 2015: $192,259Expenses 2015: $192,465Net Income 2015: -$2062015Revenue 2016: $762,913Expenses 2016: $742,067Net Income 2016: $20,8462016Revenue 2017: $179,049Expenses 2017: $177,009Net Income 2017: $2,0402017Revenue 2018: $133,227Expenses 2018: $136,199Net Income 2018: -$2,9722018Revenue 2019: $69,288Expenses 2019: $60,398Net Income 2019: $8,8902019Revenue 2020: $4,338Expenses 2020: $39,624Net Income 2020: -$35,2862020Revenue 2021: $0Expenses 2021: $55,102Net Income 2021: -$55,1022021Revenue 2022: $380,548Expenses 2022: $97,577Net Income 2022: $282,9712022Revenue 2023: $182,701Expenses 2023: $172,803Net Income 2023: $9,8982023Revenue 2024: $197,588Expenses 2024: $148,234Net Income 2024: $49,3542024Revenue 2025: $238,016Expenses 2025: $195,627Net Income 2025: $42,3892025

Highlighted filing

2021

Revenue$0
Expenses$55,102
Net Income-$55,102
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 26, 2021
Return Version
2020v4.0
Mission and Program Overview

Mission

We provide grants to charities for activities such as youth sports, youth programs and youth education for the residents of Monterey County, California.

Program Services

DescriptionGrantsExpenses
Provided funding for youth education.-$11,825
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William BramersDirector-$0--
David GhioSec/Treasurer-$0--
Tom BramersDirector-$0--
Tausha SunigaPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Monterey County Benevolent Foundation
EIN
77-0576645
Phone
8312067880
Address
301 Bonifacio Place, Monterey, CA 93940

Signing Officer

Name
Tausha Suniga
Title
President
Signed
2021-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Finn & Cohen CPAs APC
Address
425 Pacific Street Suite 302, Monterey, CA 93940
Preparer
David A Cohen CPA
Phone
8313755166
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $74”

Other Expenses.1012

“Insurance $-1297”

Other Expenses.1

“Bingo supplies $900”

Other Expenses.2

“Credit card processing $302”

Other Expenses.3

“Bank charges $40”

Other Expenses.4

“taxes $10”

Other Assets.1003

“Machinery and Equipment - Beginning $74 Machinery and Equipment - Ending $0”

Other Assets.1

“Security deposit - Beginning $40000 Security deposit - Ending $0”

Total Liabilities.1

“Due to Monterey Collegiate - Beginning $10000 Due to Monterey Collegiate - Ending $10000”

Raw XML Appendix164 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/USAddress/CityNm0Monterey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011825
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Ghio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Bramers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tausha Suniga
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Sec/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt040074
IRS990EZ/OtherExpensesTotalAmt029
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We provide grants to charities for activities such as youth sports, youth programs and youth education for the residents of Monterey County, California.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided funding for youth education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011825
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt055102
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt039717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039717
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt03323156
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt04773716
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt04646519
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt016932398
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt016972115
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03323156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04773716
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04646519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04228724
IRS990ScheduleA/Total509Grp/TotalAmt016972115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03323156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04773716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04646519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04228724
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt016972115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $74
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $-1297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bingo supplies $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Credit card processing $302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank charges $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5taxes $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Machinery and Equipment - Beginning $74 Machinery and Equipment - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Security deposit - Beginning $40000 Security deposit - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Due to Monterey Collegiate - Beginning $10000 Due to Monterey Collegiate - Ending $10000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tausha Suniga
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monterey County Benevolent Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0770576645
ReturnHeader/Filer/PhoneNum08312067880
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 Bonifacio Place
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770296692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Finn & Cohen CPAs APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 Pacific Street Suite 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093940
ReturnHeader/PreparerPersonGrp/PhoneNum08313755166
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David A Cohen CPA
ReturnHeader/ReturnTs02021-10-26T08:50:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tausha
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Suniga
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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
$11,615
Liabilities
$10,000
Net assets
$1,615
Revenue
$0
Expenses
$55,102
Net income
-$55,102
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.98$0.12$3.86$2.38$1.96$0.42
2024Detailed filing. Detailed filing data is available for this year.$3.54$0.10$3.44$1.98$1.48$0.49
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.11$2.94$1.83$1.73$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.10$2.85$3.81$0.98$2.83
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.10$0.02$0.00$0.55$0.55
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.10$0.57$0.04$0.40$0.35
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.10$0.92$0.69$0.60$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.10$0.83$1.33$1.36$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.08$0.86$1.79$1.77$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.04$0.84$7.63$7.42$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.04$0.63$1.92$1.92$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$2.38$2.11$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$2.76
2012Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$2.14$2.15$0.01
2011Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$2.26$1.67$0.60