Civic Intelligence

Montalvo Association

990 • Fiscal year 2022 • EIN 94-1249283

Oct 01, 2021 to Sep 30, 2022 • Filed on Jul 26, 2023

Organization ProfileWWW.MONTALVOARTS.ORG

View Organization Page

15400 Montalvo RoadSaratoga, CA 95070

(408) 961-5805

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.04x

Higher debt load relative to assets than 23% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

24th percentile

0.10x

Higher debt load relative to revenue than 24% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

56th percentile

$278,539

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

130%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$40,742,049

Up $6,468,233 (+19%) from 2021

Net Assets

Up

$39,019,979

Up $7,289,359 (+23%) from 2021

Liabilities

Down

$1,722,070

Down $821,126 (-32%) from 2021

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin94th percentile

Revenue

Up

$17,238,033

Up $9,756,960 (+130%) from 2021

Expenses

Up

$5,687,661

Up $1,449,886 (+34%) from 2021

Net Income

Up

$11,550,372

Up $8,307,074 (+256%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$60M$40M$20M$0Assets 2010: $13,443,363Liabilities 2010: $469,979Net Assets 2010: $12,973,3842010Assets 2011: $13,660,550Liabilities 2011: $605,248Net Assets 2011: $13,055,3022011Assets 2012: $19,716,223Liabilities 2012: $744,461Net Assets 2012: $18,971,7622012Assets 2013: $26,102,345Liabilities 2013: $664,337Net Assets 2013: $25,438,0082013Assets 2014: $27,293,457Liabilities 2014: $863,397Net Assets 2014: $26,430,0602014Assets 2015: $26,166,806Liabilities 2015: $769,203Net Assets 2015: $25,397,6032015Assets 2016: $28,230,195Liabilities 2016: $1,175,782Net Assets 2016: $27,054,4132016Assets 2017: $28,284,052Liabilities 2017: $1,132,617Net Assets 2017: $27,151,4352017Assets 2018: $28,731,309Liabilities 2018: $1,248,144Net Assets 2018: $27,483,1652018Assets 2019: $28,071,281Liabilities 2019: $1,183,410Net Assets 2019: $26,887,8712019Assets 2020: $28,381,945Liabilities 2020: $2,264,469Net Assets 2020: $26,117,4762020Assets 2021: $34,273,816Liabilities 2021: $2,543,196Net Assets 2021: $31,730,6202021Assets 2022: $40,742,049Liabilities 2022: $1,722,070Net Assets 2022: $39,019,9792022Assets 2023: $43,765,361Liabilities 2023: $2,025,036Net Assets 2023: $41,740,3252023Assets 2024: $47,680,311Liabilities 2024: $1,912,523Net Assets 2024: $45,767,7882024

Highlighted filing

2022

Assets$40,742,049
Liabilities$1,722,070
Net Assets$39,019,979
Open 2022 Filing

Operations Trend

Revenue Growth95th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,827,3502010Expenses 2011: $4,687,6512011Expenses 2012: $5,376,5252012Expenses 2013: $4,496,7782013Revenue 2014: $5,548,358Expenses 2014: $4,709,407Net Income 2014: $838,9512014Revenue 2015: $5,325,103Expenses 2015: $5,051,300Net Income 2015: $273,8032015Revenue 2016: $7,234,710Expenses 2016: $5,889,687Net Income 2016: $1,345,0232016Revenue 2017: $4,470,956Expenses 2017: $5,707,512Net Income 2017: -$1,236,5562017Revenue 2018: $6,486,408Expenses 2018: $6,069,492Net Income 2018: $416,9162018Revenue 2019: $7,605,568Expenses 2019: $7,658,916Net Income 2019: -$53,3482019Revenue 2020: $5,193,349Expenses 2020: $4,948,923Net Income 2020: $244,4262020Revenue 2021: $7,481,073Expenses 2021: $4,237,775Net Income 2021: $3,243,2982021Revenue 2022: $17,238,033Expenses 2022: $5,687,661Net Income 2022: $11,550,3722022Revenue 2023: $7,256,022Expenses 2023: $7,070,352Net Income 2023: $185,6702023Revenue 2024: $8,188,069Expenses 2024: $7,422,568Net Income 2024: $765,5012024

Highlighted filing

2022

Revenue$17,238,033
Expenses$5,687,661
Net Income$11,550,372
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jul 26, 2023
Return Version
2021v4.2
Gross Receipts
$23,726,923
Mission and Program Overview

Mission

To create and present multidisciplinary arts, nurture artists, and use our historic villa and supporting buildings, 10 studio artist residency and commons, and 175 acres of arboretum and woodlands to foster community engagement.

To foster community engagement through the creation and presentation of multidisciplinary art.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$19,190,620$22,602,327▲ $3,411,707
Land, Buildings, and Equipment, Net$7,351,478$7,035,454▼ $316,024
Investments Other Securities$3,376,761$6,577,912▲ $3,201,151
Savings and Temporary Cash Investments$3,467,646$3,323,255▼ $144,391
Pledges and Grants Receivable$597,020$956,914▲ $359,894
Prepaid Expenses and Deferred Charges$168,243$116,931▼ $51,312
Accounts Receivable$59,531$65,310▲ $5,779
Inventories for Sale or Use$6,446$6,446→ $0
Cash and Non-Interest-Bearing Accounts$4,071$5,500▲ $1,429
Total Assets$34,273,816$40,742,049▲ $6,468,233
Other Assets Total$52,000$52,000→ $0
Liabilities
Deferred Revenue$1,369,356$1,192,701▼ $176,655
Accounts Payable and Accrued Expenses$472,359$499,369▲ $27,010
Other Liabilities$701,481$30,000▼ $671,481
Total Liabilities$2,543,196$1,722,070▼ $821,126
Net Assets / Fund Balance
Net Assets With Donor Restrictions$23,382,848$29,656,614▲ $6,273,766
Net Assets Without Donor Restrictions$8,347,772$9,363,365▲ $1,015,593
Total Net Assets Fund Balance$31,730,620$39,019,979▲ $7,289,359
Total Liabilities and Net Assets / Fund Balance$34,273,816$40,742,049▲ $6,468,233

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,567,493$13,690,122$20,257,615
Other Land Buildings$218,527$454,916$673,443
Equipment$196,434$207,530$403,964
Land$53,000-$53,000
Other Securities$6,577,912--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$19,773,958$6,101,020▼ $3,090,490$499,997$22,284,491
2020$16,940,237-▲ $3,483,721$650,000$19,773,958
2019$17,314,161$38,280▲ $288,704$350,000$16,940,237
2018$17,768,831$131,611▲ $318,667$800,000$17,314,161
2017$17,914,788$57,317▲ $597,753$722,337$17,768,831
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Angela McconnellExecutive DirectorFT$278,539$278,539
Kelly HudsonManaging DirectorFT$171,723$171,723
Lee Ann PayneChief Financial OfficerFT$115,284$115,284
Kelly SicatDirector, Artists ResidencyFT$114,176$114,176

Board Members and Trustees

NameTitle
Glenn OsakaMontalvo Board President
Cathie ThermondBoard Secretary
Tom TiernanBoard Treasurer
Barbara KilburnTrustee
Barry ArikoTrustee
Barry FernaldTrustee
Chris GomoTrustee
Daric JacksonTrustee
David SacarelosTrustee
Eileen NelsonTrustee
Gilbert VendryesTrustee
Jean CompeauTrustee
Jeff SobratorTrustee
Jill ConnerTrustee
Laura EngdahlTrustee
Laura JasonTrustee
Lorena Perez-rockwoodTrustee
Marcia HansenTrustee
Paul ConradoTrustee
Renee FieldsTrustee
Roger SmullenTrustee
Ron SegeTrustee
Scott McdonaldTrustee
Stuardo RoblesTrustee
Subodh GuptaTrustee
Sue MuellerTrustee
Charmain WarmenhovenTrustee (lifetime)
Sally LucasTrustee (lifetime)
Revenue and Support

Revenue Composition

Contributions and Grants
$13,560,671
Program Service Revenue
$811,961
Investment Income
$1,290,625
Other Revenue
$1,574,776
All Other Contributions
$12,778,675
Change in Net Assets
$11,550,372

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded9$204,992Fair Market Value (FMV)
Other Non Cash Contri Table2$71,000Fair Market Value (FMV)
Works of Art1$4,300Fair Market Value (FMV)
Total Noncash Contributions12$280,292-

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,308,100
Revenue Not Reported on Financial Statements
$-70,067
Revenue Not Reported on Form 990
$-4,223,996
Other Revenue Adjustments
$-192,018
Total Revenue per Audited Statements
$13,084,104
Total Revenue per Form 990
$17,238,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,126,722
Other Expenses$2,560,939
Total Fundraising Expense$641,327
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,202,034$404,348$228,467$1,834,849
Depreciation Depletion$686,735$32,391$32,390$751,516
Current Officers, Directors, Trustees, and Key Employees$167,323$329,731$199,738$696,792
Other Employee Benefits$196,200$103,473$60,697$360,370
Payroll Taxes$105,030$56,662$33,052$194,744
All Other Expenses$121,743$26,881$41,055$189,679
Fees for Service Investment Mgmnt Fees-$121,951-$121,951
Insurance$95,548$4,506$4,507$104,561
Advertising$35,520$58,543$5,833$99,896
Fees for Services Other$62,196$30,297$2,176$94,669
Other Expenses$83,589$5,750$10,812$89,339
Information Technology$68,882$3,249$3,249$75,380
Office Expenses$36,204$6,051$1,094$43,349
Fees for Services Accounting-$40,871-$40,871
Pension Plan Contributions$22,380$11,108$6,479$39,967
Conferences and Meetings$15,469$7,879$659$24,007
Travel$1,896$1,063$147$3,106
Fees for Services Management-$1,138-$1,138
Fees for Services Legal-$630-$630
Total Functional Expenses$3,773,048$1,273,286$641,327$5,687,661

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,794,745
Total Expenses per Form 990$5,687,661
Expenses per Audited Statements$5,565,710
Expenses Not Reported on Form 990$229,035
Expenses Not Reported on Financial Statements$121,951
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$562,865
Fundraising Direct Expenses$305,918
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raffle Mac Food & Wine$10,700$10,700$3,446$7,254
Raffle Msg 11/21/21 & 9/21/22$8,015-$894-
Total Events$18,715$10,700$4,340$6,360
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$30,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed with the board finance committee who reviews it in its entirety and approves/accepts the return. The greater board of trustees are provided a copy to review as they see fit.”

Form 990, Part VI, Section B, Line 12C

“The board of directors meets and reviews the conflict of interest policy to ensure that each member is in compliance.”

Form 990, Part VI, Section B, Line 15

“Compensation committee made up of trustees and independent members reviews salary comparisons in order to ensure fair executive pay.”

Form 990, Part VI, Section C, Line 18

“UPON REQUEST.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Montalvo Association
EIN
94-1249283
Phone
4089615805
Address
15400 MONTALVO ROAD, SARATOGA, CA 95070

Signing Officer

Name
Angela Mcconnell
Title
Executive Director
Phone
4089615805
Signed
2023-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Mcconnell
Formed
1952
Legal Domicile
CA
Voting Board Members
28
Independent Board Members
28
Employees
54
Volunteers
661

Preparer

Firm
Robert Lee & Associates Llp
Address
999 W TAYLOR STREET STE A, SAN JOSE, CA 95126
Preparer
Nicholas Petersen
Phone
4088556770
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The organization maintains an audit committee that assumes oversight over the audit of the financial statements and selection over the independent accountants.”

Financial Statement Notes

PART X, LINE 2:

“The organization evaluates its uncertain tax positions and will recognize a loss contingency when it is probable that a liability has been incurred as of the date of the financial statements and the amount of the loss can be reasonably estimated. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. The amount that is ultimately sustained for an individual uncertain tax position or for all uncertain tax positions in the aggregate could differ from the amount recognized. As of september 30, 2022 management did not identify any uncertain tax positions.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSES”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES”

Raw XML AppendixShowing 400 of 810 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0472359
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0499369
IRS990/AccountsReceivableGrp/BOYAmt059531
IRS990/AccountsReceivableGrp/EOYAmt065310
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FOSTER COMMUNITY ENGAGEMENT THROUGH THE CREATION AND PRESENTATION OF MULTIDISCIPLINARY ART.
IRS990/AdvertisingGrp/FundraisingAmt05833
IRS990/AdvertisingGrp/ManagementAndGeneralAmt058543
IRS990/AdvertisingGrp/ProgramServicesAmt035520
IRS990/AdvertisingGrp/TotalAmt099896
IRS990/AllOtherContributionsAmt012778675
IRS990/AllOtherExpensesGrp/FundraisingAmt041055
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt026881
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0121743
IRS990/AllOtherExpensesGrp/TotalAmt0189679
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LEE ANN PAYNE
IRS990/BooksInCareOfDetail/PhoneNum04089615805
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015400 MONTALVO RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SARATOGA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095070
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt04071
IRS990/CashNonInterestBearingGrp/EOYAmt05500
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0199738
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0329731
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0167323
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0696792
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt0659
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt07879
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt015469
IRS990/ConferencesMeetingsGrp/TotalAmt024007
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt08015
IRS990/CostOfGoodsSoldAmt014292
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt013560671
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01290625
IRS990/CYOtherExpensesAmt02560939
IRS990/CYOtherRevenueAmt01574776
IRS990/CYProgramServiceRevenueAmt0811961
IRS990/CYRevenuesLessExpensesAmt011550372
IRS990/CYSalariesCompEmpBnftPaidAmt03126722
IRS990/CYTotalExpensesAmt05687661
IRS990/CYTotalFundraisingExpenseAmt0641327
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017238033
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt01369356
IRS990/DeferredRevenueGrp/EOYAmt01192701
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt032390
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt032391
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0686735
IRS990/DepreciationDepletionGrp/TotalAmt0751516
IRS990/Desc0SALLY AND DON LUCAS ARTIST RESIDENCY PROGRAM - THE LUCAS ARTISTS PROGRAM OFFERS SELECTED ARTISTS PRIVATE HOUSING IN ONE OF THE 10 DISCIPLINE-SPECIFIC LIVE/WORK STUDIOS, A PROFESSIONAL STAFF THAT IS SUPPORTIVE OF THE CREATIVE PROCESS, AND AN ENVIRONMENT CONDUCIVE TO BOTH INDIVIDUAL PRACTICE AND THE ENERGETIC EXCHANGE OF IDEAS AMONG INTERNATIONAL AND CULTURALLY DIVERSE FELLOWS. THE RESIDENCY PROGRAM HAS EARNED INTERNATIONAL RECOGNITION AS A MODEL OF CURATORIAL PRACTICE, SUPPORTING NEW AND CHALLENGING CONTEMPORARY WORK.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt0170043
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt023382848
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt029656614
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt054
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0528704
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt040871
IRS990/FeesForServicesAccountingGrp/TotalAmt040871
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0630
IRS990/FeesForServicesLegalGrp/TotalAmt0630
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt01138
IRS990/FeesForServicesManagementGrp/TotalAmt01138
IRS990/FeesForServicesOtherGrp/FundraisingAmt02176
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt030297
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt062196
IRS990/FeesForServicesOtherGrp/TotalAmt094669
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0121951
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0121951
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt124.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt134.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt144.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt154.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt164.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt174.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt184.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt194.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt204.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt214.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt224.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt234.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt244.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt254.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt264.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt274.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd30X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd31X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/PersonNm0GLENN OSAKA
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM TIERNAN
IRS990/Form990PartVIISectionAGrp/PersonNm2CATHIE THERMOND
IRS990/Form990PartVIISectionAGrp/PersonNm3BARRY ARIKO
IRS990/Form990PartVIISectionAGrp/PersonNm4JEAN COMPEAU
IRS990/Form990PartVIISectionAGrp/PersonNm5JILL CONNER
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL CONRADO
IRS990/Form990PartVIISectionAGrp/PersonNm7LAURA ENGDAHL
IRS990/Form990PartVIISectionAGrp/PersonNm8RENEE FIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm9BARRY FERNALD
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRIS GOMO
IRS990/Form990PartVIISectionAGrp/PersonNm11SUBODH GUPTA
IRS990/Form990PartVIISectionAGrp/PersonNm12MARCIA HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm13DARIC JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm14LAURA JASON
IRS990/Form990PartVIISectionAGrp/PersonNm15BARBARA KILBURN
IRS990/Form990PartVIISectionAGrp/PersonNm16SALLY LUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm17SCOTT MCDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm18SUE MUELLER
IRS990/Form990PartVIISectionAGrp/PersonNm19EILEEN NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm20LORENA PEREZ-ROCKWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm21STUARDO ROBLES
IRS990/Form990PartVIISectionAGrp/PersonNm22DAVID SACARELOS
IRS990/Form990PartVIISectionAGrp/PersonNm23RON SEGE
IRS990/Form990PartVIISectionAGrp/PersonNm24ROGER SMULLEN
IRS990/Form990PartVIISectionAGrp/PersonNm25JEFF SOBRATOR
IRS990/Form990PartVIISectionAGrp/PersonNm26GILBERT VENDRYES
IRS990/Form990PartVIISectionAGrp/PersonNm27CHARMAIN WARMENHOVEN
IRS990/Form990PartVIISectionAGrp/PersonNm28ANGELA MCCONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm29KELLY HUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm30KELLY SICAT
IRS990/Form990PartVIISectionAGrp/PersonNm31LEE ANN PAYNE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28278539
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29171723
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30114176
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31115284
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/TitleTxt0MONTALVO BOARD PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE (LIFETIME)
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE (LIFETIME)
IRS990/Form990PartVIISectionAGrp/TitleTxt28EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR, ARTISTS RESIDENCY
IRS990/Form990PartVIISectionAGrp/TitleTxt31CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt08015
IRS990/FundraisingDirectExpensesAmt0305918
IRS990/FundraisingGrossIncomeAmt0562865
IRS990/GainOrLossGrp/SecuritiesAmt0330500
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GovernmentGrantsAmt0773981
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06307162
IRS990/GrossReceiptsAmt023726923
IRS990/GrossRentsGrp/RealAmt01486241
IRS990/GrossSalesOfInventoryAmt037898
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt028
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03249
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03249
IRS990/InformationTechnologyGrp/ProgramServicesAmt068882
IRS990/InformationTechnologyGrp/TotalAmt075380
IRS990/InsuranceGrp/FundraisingAmt04507
IRS990/InsuranceGrp/ManagementAndGeneralAmt04506
IRS990/InsuranceGrp/ProgramServicesAmt095548
IRS990/InsuranceGrp/TotalAmt0104561
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06446
IRS990/InventoriesForSaleOrUseGrp/EOYAmt06446
IRS990/InvestmentIncomeGrp/ExclusionAmt0960125
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0960125
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03376761
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06577912
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019190620
IRS990/InvestmentsPubTradedSecGrp/EOYAmt022602327
IRS990/IRPDocumentCnt0104
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014352568
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07351478
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07035454
IRS990/LandBldgEquipCostOrOtherBssAmt021388022
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05976662
IRS990/LessRentalExpensesGrp/RealAmt0192018
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MONTALVO ARTS CENTER'S MISSION IS TO ENHANCE ALL PEOPLE'S LIVES THROUGH THE ARTS. MONTALVO CREATES AND PRESENTS WORKS FROM DIVERSE ART FORMS, NURTURES ARTISTS, AND USES OUR 175-ACRE HISTORIC PROPERTY IN INNOVATIVE WAYS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt031730620
IRS990/NetAssetsOrFundBalancesEOYAmt039019979

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,742,049
Liabilities
$1,722,070
Net assets
$39,019,979
Revenue
$17,238,033
Expenses
$5,687,661
Net income
$11,550,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.7$1.91$45.8$8.19$7.42$0.77
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.8$2.03$41.7$7.26$7.07$0.19
2022Detailed filing. Detailed filing data is available for this year.$40.7$1.72$39.0$17.2$5.69$11.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.3$2.54$31.7$7.48$4.24$3.24
2020Detailed filing. Detailed filing data is available for this year.$28.4$2.26$26.1$5.19$4.95$0.24
2019Detailed filing. Detailed filing data is available for this year.$28.1$1.18$26.9$7.61$7.66$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.7$1.25$27.5$6.49$6.07$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$1.13$27.2$4.47$5.71$1.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$1.18$27.1$7.23$5.89$1.35
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$0.77$25.4$5.33$5.05$0.27
2014Detailed filing. Detailed filing data is available for this year.$27.3$0.86$26.4$5.55$4.71$0.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$0.66$25.4$4.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$0.74$19.0$5.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$0.61$13.1$4.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$0.47$13.0$3.83
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $25M-$50M nonprofits