Civic Intelligence

Monterey Public Library Friends & Foundation

EIN 91-1976593 • 501(c)3 • Monterey, CA

Profile

To raise money for the Monterey Public Library

PO Box 267Monterey, CA 93942-0267

www.investinmpl.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

79th percentile

25%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

26th percentile

-29%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$157,044

Up $31,476 (+25%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$157,044

Up $31,476 (+25%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin74th percentile

Revenue

Down

$162,129

Down $66,913 (-29%) from 2024

Expenses

Down

$130,653

Down $19,816 (-13%) from 2024

Net Income

Down

$31,476

Down $47,097 (-60%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$200K$150K$100K$50K$0Assets 2012: $28,155Liabilities 2012: $02012Assets 2013: $38,083Liabilities 2013: $02013Assets 2014: $30,361Liabilities 2014: $02014Assets 2015: $60,103Liabilities 2015: $02015Assets 2016: $40,483Liabilities 2016: $02016Assets 2017: $25,977Liabilities 2017: $02017Assets 2018: $27,989Liabilities 2018: $02018Assets 2019: $26,659Liabilities 2019: $02019Assets 2020: $47,300Liabilities 2020: $02020Assets 2021: $52,063Liabilities 2021: $0Net Assets 2021: $52,0632021Assets 2022: $31,689Liabilities 2022: $0Net Assets 2022: $31,6892022Assets 2023: $46,995Liabilities 2023: $0Net Assets 2023: $46,9952023Assets 2024: $125,568Liabilities 2024: $0Net Assets 2024: $125,5682024Assets 2025: $157,044Liabilities 2025: $0Net Assets 2025: $157,0442025

Highlighted filing

2025

Assets$157,044
Liabilities$0
Net Assets$157,044
Open 2025 Filing

Operations Trend

Revenue Growth26th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $62,147Expenses 2012: $65,647Net Income 2012: -$3,5002012Revenue 2013: $73,371Expenses 2013: $63,443Net Income 2013: $9,9282013Revenue 2014: $85,606Expenses 2014: $93,328Net Income 2014: -$7,7222014Revenue 2015: $77,601Expenses 2015: $47,859Net Income 2015: $29,7422015Revenue 2016: $49,950Expenses 2016: $69,570Net Income 2016: -$19,6202016Revenue 2017: $73,190Expenses 2017: $87,695Net Income 2017: -$14,5052017Revenue 2018: $77,188Expenses 2018: $75,176Net Income 2018: $2,0122018Revenue 2019: $84,176Expenses 2019: $85,506Net Income 2019: -$1,3302019Revenue 2020: $93,635Expenses 2020: $72,994Net Income 2020: $20,6412020Revenue 2021: $151,748Expenses 2021: $146,985Net Income 2021: $4,7632021Revenue 2022: $152,832Expenses 2022: $173,206Net Income 2022: -$20,3742022Revenue 2023: $163,477Expenses 2023: $148,171Net Income 2023: $15,3062023Revenue 2024: $229,042Expenses 2024: $150,469Net Income 2024: $78,5732024Revenue 2025: $162,129Expenses 2025: $130,653Net Income 2025: $31,4762025

Highlighted filing

2025

Revenue$162,129
Expenses$130,653
Net Income$31,476
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$157,044
Liabilities
$0
Net assets
$157,044
Revenue
$162,129
Expenses
$130,653
Net income
$31,476
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.62$1.31$0.31
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$2.29$1.50$0.79
2023Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.63$1.48$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.53$1.73$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.52$1.47$0.05
2020Summary only. Only limited summary data is available for this year.$0.47$0.00$0.94$0.73$0.21
2019Summary only. Only limited summary data is available for this year.$0.27$0.00$0.84$0.86$0.01
2018Summary only. Only limited summary data is available for this year.$0.28$0.00$0.77$0.75$0.02
2017Summary only. Only limited summary data is available for this year.$0.26$0.00$0.73$0.88$0.15
2016Summary only. Only limited summary data is available for this year.$0.40$0.00$0.50$0.70$0.20
2015Summary only. Only limited summary data is available for this year.$0.60$0.00$0.78$0.48$0.30
2014Summary only. Only limited summary data is available for this year.$0.30$0.00$0.86$0.93$0.08
2013Summary only. Only limited summary data is available for this year.$0.38$0.00$0.73$0.63$0.10
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$0.62$0.66$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 15, 2025
Return Version
2024v5.2
Gross Receipts
$162,129
Mission and Program Overview

Mission

Raise funds to support monterey library

To raise money for the Monterey Public Library

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$125,568$157,044▲ $31,476
Rtn Earn Endowment Incm Other Fnds$125,568$157,044▲ $31,476
Total Assets$125,568$157,044▲ $31,476
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$125,568$157,044▲ $31,476
Total Liabilities and Net Assets / Fund Balance$125,568$157,044▲ $31,476
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Allie LadioPresident
Sue MooreVice-president
Shannon ConnerRecording Secretary
Jerry GiamonaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$162,122
Program Service Revenue
$0
Investment Income
$7
Other Revenue
$0
All Other Contributions
$121,538
Change in Net Assets
$31,476
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$117,867
Other Expenses$12,786
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$117,867--$117,867
Fees for Services Other$9,469--$9,469
Office Expenses$1,367--$1,367
Insurance$1,170--$1,170
Advertising$780--$780
Total Functional Expenses$130,653$0$0$130,653
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Choc & Wine----
Trivia Night----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Treasurer submits form 990 to executive board members for review prior to e-filing tax return”

Form 990 availability to public Part VI line 18

“AVAILABLE UPON REQUEST”

Governing documents etc available to public Part VI line 19

“Available upon request. Oftentimes requested by donors prior to a donation”

Filing and Contact Details

Filer

Filer Name
Monterey Public Library Friends & Foundation
EIN
91-1976593
In Care Of
% JERRY I GIAMONA
Phone
8316465602
Address
PO BOX 267, Monterey, CA 93942-0267

Signing Officer

Name
Jerry I Giamona
Title
Treasurer
Phone
8315215789
Signed
2025-08-15

Organization Details

Formed
2020
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
0
Raw XML Appendix299 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt2RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02020
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IRS990/GrantAmt0117867
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IRS990/GrantsToIndividualsInd0false
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentInJointVentureInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt0125568
IRS990/NetAssetsOrFundBalancesEOYAmt0157044
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt01367
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IRS990/OfficerMailingAddressInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY I GIAMONA
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ReturnHeader/BusinessOfficerGrp/PhoneNum08315215789
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
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ReturnHeader/Filer/PhoneNum08316465602
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ReturnHeader/ReturnTs02025-08-13T11:25:10-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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