Civic Intelligence

Montrose Community Foundation

EIN 81-3657879 • 501(c)3 • Irvine, CA

Pub. 78 Eligible990-N CoverageNTEE T31

Profile

To help employees of montrose, its subsidiaries and affiliates or their immediate family members.

4 Park Plaza 790Irvine, CA 92614

n/A

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$6,115

Down $9,138 (-60%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$6,115

Down $9,138 (-60%) from 2024

Operations

Revenue

Down

$544

Down $7,391 (-93%) from 2024

Expenses

Up

$9,682

Up $2,899 (+43%) from 2024

Net Income

Down

-$9,138

Down $10,290 (-893%) from 2024

Trend Graphs

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2023: $14,101Liabilities 2023: $0Net Assets 2023: $14,1012023Assets 2024: $15,253Liabilities 2024: $0Net Assets 2024: $15,2532024Assets 2025: $6,115Liabilities 2025: $0Net Assets 2025: $6,1152025

Highlighted filing

2025

Assets$6,115
Liabilities$0
Net Assets$6,115
Open 2025 Filing

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2023: $521,316Expenses 2023: $519,502Net Income 2023: $1,8142023Revenue 2024: $7,935Expenses 2024: $6,783Net Income 2024: $1,1522024Revenue 2025: $544Expenses 2025: $9,682Net Income 2025: -$9,1382025

Highlighted filing

2025

Revenue$544
Expenses$9,682
Net Income-$9,138
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,115
Liabilities
$0
Net assets
$6,115
Revenue
$544
Expenses
$9,682
Net income
-$9,138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01$0.10$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.08$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$5.21$5.20$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 17, 2026
Return Version
2025v4.1
Gross Receipts
$544
Mission and Program Overview

Mission

To help employees of montrose, its subsidiaries and affiliates or their immediate family members.

Program Services

DescriptionGrantsExpenses
EMERGENCIES BY NATURE ARE UNEXPECTED AND CAN CAUSE A TREMENDOUS FINANCIAL BURDEN. THE PURPOSE OF THE MONTROSE COMMUNITY FOUNDATION IS TO ASSIST MONTROSE EMPLOYEES DURING AN UNEXPECTED EVENT SUCH AS FLOOD, FIRE OR OTHER SERIOUS INCIDENT THAT HAS CREATED UNDUE HARDSHIP. THE FOUNDATION WILL PROVIDE LIMITED AMOUNTS OF ASSISTANCE AS DETERMINED BY THE BOARD OF DIRECTORS.$8,000$8,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT CHURBOCKCEO/CFO/Secretary-$0--
KEVIN CROSBYBoard Member-$0--
DONNA BAILEYBoard Member-$0--
BRYAN TYLERBoard Member-$0--
RYAN BROKAMPBoard Member-$0--
BOB FINKENBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Montrose Community Foundation
EIN
81-3657879
Phone
9702493900
Address
4 PARK PLAZA 790, IRVINE, CA 92614

Signing Officer

Name
Scott Churbock
Title
CEO, CFO, Secretary
Phone
9702493900
Signed
2026-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
4747 EXECUTIVE DR SUITE 1300, SAN DIEGO, CA 92121
Preparer
Jane Coleman
Phone
8586271400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: hardship assistance. Grantee name: various individuals. Grantee relationship: none. Property description: cash. Date of gift: 12/31/25. Amount given: 8,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: other fees. Amount: 1,682.”

Raw XML Appendix153 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/OfficerDirectorTrusteeEmplGrp/PersonNm4RYAN BROKAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB FINKEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO/CFO/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP EMPLOYEES OF MONTROSE, ITS SUBSIDIARIES AND AFFILIATES OR THEIR IMMEDIATE FAMILY MEMBERS.
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0PURSUANT TO REGULATION L.170A-9(E) (3) THE ORGANIZATION NORMALLY RECEIVES A SUBSTANTIAL PART OF IT'S SUPPORT DIRECTLY OR INDIRECTLY FROM THE GENERAL PUBLIC AND IT IS ACTIVELY ENGAGED IN THE ATTRACTION OF PUBLIC SUPPORT. THE ORGANIZATION IS PUBLICLY SUPPORTED UNDER THE FACTS AND CIRCUMSTANCES TEST AS FOLLOWS:(I) TEN PERCENT-OF-SUPPORT LIMITATION: THE PERCENTAGE OF SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION FROM CONTRIBUTIONS MADE BY GOVERNMENT UNITS, FROM CONTRIBUTIONS MADE DIRECTLY OR INDIRECTLY BY THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES EQUALS AT LEAST 10 PERCENT.(II) ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION IS ORGANIZED AND OPERATED TO CONTINUOUSLY ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT. THE BOARD OF DIRECTORS MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND SURROUNDING COMMUNITY. THE BOARD AND VOLUNTEERS ACTIVELY PURSUE PUBLIC FUNDS.(III) PERCENTAGE OF FINANCIAL SUPPORT: FOR THE YEAR ENDED DECEMBER 31, 2025, PUBLIC SUPPORT NORMALLY RECEIVED EQUALED 30.96%. WHICH SATISFIES THE TEN PERCENT REQUIREMENT.(IV) SOURCE OF SUPPORT: THE ORGANIZATION RECEIVES SUPPORT FROM A LARGE REPRESENTATIVE NUMBER OF PERSONS. IT DOES NOT RECEIVE MOST OF IT'S SUPPORT FROM MEMBERS OF A SINGLE FAMILY. THE ORGANIZATION HAS BEEN IN EXISTENCE SINCE 2016. THE ORGANIZATION PROVIDES HELP TO THE EMPLOYEES OF THE MONTROSE ENVIRONMENTAL GROUP, INC, ITS SUBSIDIARIES, AND AFFILIATED COMPANIES OR THEIR IMMEDIATE FAMILY MEMBERS WHO HAVE FINANCIAL NEED DUE TO NATURAL DISASTERS, ACTS OF WAR OR OTHER ACTS OF GOD.(V) REPRESENTATIVE GOVERNING BODY: THE ORGANIZATION'S BOARD OF DIRECTORS IS COMPRISED OF A DIVERSE MIXTURE OF DEDICATED PEOPLE FROM DIFFERENT INDUSTRIES AND BACKGROUNDS. SUCH PERSONS REPRESENT A BROAD CROSS-SECTION OF THE VIEWS AND INTERESTS OF THE COMMUNITY. THE GOVERNING BODY DOES NOT COMPRISE THE PERSONAL AND PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. (VI) AVAILABILITY OF PUBLIC SERVICES: THE SERVICES AND PROGRAMS PROVIDED BY THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC ON A CONTINUOUS BASIS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: HARDSHIP ASSISTANCE. GRANTEE NAME: VARIOUS INDIVIDUALS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/25. AMOUNT GIVEN: 8,000.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT CHURBOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO, CFO, SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09702493900
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MONTROSE COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0813657879
ReturnHeader/Filer/PhoneNum09702493900
ReturnHeader/Filer/USAddress/AddressLine1Txt04 PARK PLAZA 790
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04747 EXECUTIVE DR SUITE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
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ReturnHeader/PreparerPersonGrp/PhoneNum08586271400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE COLEMAN
ReturnHeader/ReturnTs02026-04-20T18:45:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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