Civic Intelligence

Monterey Opportunity Housing Trust

EIN 99-1794215 • 501(c)3 • Monterey, CA

Profile

A nonprofit founded in late 2024 to preserve and create affordable housing by stewarding land for local benefit. MOHT intends to create equity-based housing opportunities for members of the local area workforce so that they can live within the community they serve

966 Hellam StMonterey, CA 93940-2154

www.opportunityht.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

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

Top Officer Pay

96th percentile

$69,530

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 54.4% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

$53,170

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$53,170

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin87th percentile

Revenue

$127,839

No earlier filing loaded for comparison.

Expenses

$74,669

No earlier filing loaded for comparison.

Net Income

$53,170

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2025: $53,170Liabilities 2025: $0Net Assets 2025: $53,1702025

Highlighted filing

2025

Assets$53,170
Liabilities$0
Net Assets$53,170
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2025: $127,839Expenses 2025: $74,669Net Income 2025: $53,1702025

Highlighted filing

2025

Revenue$127,839
Expenses$74,669
Net Income$53,170
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$53,170
Liabilities
$0
Net assets
$53,170
Revenue
$127,839
Expenses
$74,669
Net income
$53,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.28$0.75$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$127,839
Mission and Program Overview

Mission

A nonprofit founded in late 2024 to preserve and create affordable housing by stewarding land for local benefit. MOHT intends to create equity-based housing opportunities for members of the local area workforce so that they can live within the community they serve

Program Services

DescriptionGrantsExpenses
Created in late 2024 to create affordable housing. Monterey Opportunity Housing Trust organized as an entity and recruited volunteers and began the search for appropriate properties.$127,250$69,530
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gabriel SandersBoard ChairFT$69,530-$69,530
Jason ReedTreasurerPT$0--
Cora PanturadSecretary-$0--
Alexia RapoportDirector-$0--
Gabriella Schlesinger-JamesDirector-$0--
Filing and Contact Details

Filer

Filer Name
Monterey Opportunity Housing Trust
EIN
99-1794215
Phone
7072391958
Address
966 Hellam St, Monterey, CA 93940-2154

Signing Officer

Name
Jason Reed
Title
Treasurer
Phone
2097705500
Signed
2025-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Technology;1750|Office Supplies Subscriptions Banking;2496|Memberships;533|Meetings Incidentals;360^Total;5139^”

Raw XML Appendix161 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/ZIPCd0939422776
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gabriel Sanders
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jason Reed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cora Panturad
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alexia Rapoport
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gabriella Schlesinger-James
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05139
IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0127250
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
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IRS990EZ/TotalRevenueAmt0127839
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.opportunityht.org/
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0127250
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0589
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Technology;1750|Office Supplies Subscriptions Banking;2496|Memberships;533|Meetings Incidentals;360^Total;5139^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jason Reed
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02097705500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEREY OPPORTUNITY HOUSING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0991794215
ReturnHeader/Filer/PhoneNum07072391958
ReturnHeader/Filer/USAddress/AddressLine1Txt0966 Hellam St
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0939402154
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-14T20:56:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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