MONTALVO ASSOCIATION Charity Report

Public IRS 990 nonprofit record

MONTALVO ASSOCIATION

EIN 94-1249283 · Arts, Culture & Humanities (A200)

What they do

MONTALVO ARTS CENTERS MISSION is to ENHANCE ALL PEOPLES LIVES THROUGH THE ARTS. MONTALVO CREATES and PRESENTS WORKS FORM A DIVERSITY of ART FORMS, NUTURES ARTISTS, and USES OUR 175-ACRE HISTORIC PROPERTY IN INNOVATIVE WAYS. WE BELIEVE THE ARTS BUILD BRIDGES LOCALLY and GLOBALLY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $69.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders34 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

62.92%of revenue went to mission work69.4% of expenses · Program services

8.04%of revenue went to fundraising8.9% of expenses

$90.65spent for every $100 of revenueRevenue covered expenses this year.

19.69%of revenue went to management and office costs21.7% of expenses

$6.42in assets for every $1 spent this yearSome assets cannot be spent right away.

44.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $323,799 for ANGELA MCCONNELL (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,188,069

Mission workProgram services$5,152,19162.92% of revenue69.4% of expenses

ManagementOffice and general costs$1,612,21119.69% of revenue21.7% of expenses

FundraisingAsking for donations$658,1668.04% of revenue8.9% of expenses

Revenue left after expensesReported annual surplus$765,5019.35% of revenueShown in gray on the chart

Total expenses$7,422,56890.65% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 69.4% mission · 21.7% management · 8.9% fundraisingTotal expenses: 90.65% of revenue

2022Expense mix: 69.3% mission · 21.3% management · 9.5% fundraisingTotal expenses: 97.44% of revenue

2021Expense mix: 66.3% mission · 22.4% management · 11.3% fundraisingTotal expenses: 32.99% of revenue

2020Expense mix: 57.7% mission · 30.8% management · 11.5% fundraisingTotal expenses: 56.65% of revenue

2019Expense mix: 61.0% mission · 24.7% management · 14.3% fundraisingTotal expenses: 95.29% of revenue

2018Expense mix: 69.7% mission · 18.2% management · 12.1% fundraisingTotal expenses: 100.70% of revenue

2017Expense mix: 74.4% mission · 13.1% management · 12.5% fundraisingTotal expenses: 93.57% of revenue

2016Expense mix: 75.5% mission · 12.0% management · 12.5% fundraisingTotal expenses: 127.66% of revenue

Money in and money out

Revenue$8,188,069

Expenses$7,422,568

Annual surplus $765,501 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$5,152,191 · 69.4% of expenses

Management and office costs$1,612,211 · 21.7% of expenses

Fundraising$658,166 · 8.9% of expenses

See all reported dollar amounts

Revenue$8,188,069

Expenses$7,422,568

Assets$47,680,311

Income$10,157,916

Contributions$3,647,420

Mission work (program services)$5,152,191

Fundraising$658,166

Management and general$1,612,211

Stocks and bonds$30,610,182

Accounting fees$46,913

Investing fees$139,506

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ANGELA MCCONNELLEXECUTIVE DIRECTOR · 40 hrs/week $323,799

KELLY HUDSONMANAGING DIRECTOR · 40 hrs/week $194,874

LEE ANN PAYNECHIEF FINANCIAL OFFICER · 40 hrs/week $158,570

KELLY SICATDIRECTOR, ARTISTS RESIDENCY · 40 hrs/week $149,141

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (34)

ANGELA MCCONNELLEXECUTIVE DIRECTOR

KELLY HUDSONMANAGING DIRECTOR

LEE ANN PAYNECHIEF FINANCIAL OFFICER

KELLY SICATDIRECTOR, ARTISTS RESIDENCY

RAY MONTALVOTRUSTEE

LAURA ENGDAHLTRUSTEE

LORENA PEREZ-ROCKWOODTRUSTEE

LUCY LITRUSTEE

MARCIA HANSENTRUSTEE

MARY CATE BERNALTRUSTEE

PAUL CONRADOBOARD PRESIDENT

TOM LARKINSTRUSTEE

ROGER SMULLENPRESIDENT-ELECT

RON SEGETRUSTEE

SALLY LUCASTRUSTEE (LIFETIME)

SALLY SHITRUSTEE

SCOTT MCDONALDTRUSTEE

SUBODH GUPTATRUSTEE

APRIL SAKARA-GILLEYTRUSTEE

ALEJANDRO AGUILARTRUSTEE

JUDY MARCUSTRUSTEE (LIFETIME)

JOHN WUNDERLINGTRUSTEE

JILL CONNERTRUSTEE

JEFF SOBRATOTRUSTEE

JEAN ELLIOTTTRUSTEE

GILBERT VENDRYESTRUSTEE

DAVID SACARELOSTRUSTEE

DARIC JACKSONTRUSTEE

DARBY SIEMPELKAMPTRUSTEE

CHRIS GOMOBOARD SECRETARY

CHARMAINE WARMENHOVENTRUSTEE (LIFETIME)

BARRY FERNALDTRUSTEE

BARRY ARIKOTRUSTEE (LIFETIME)

BARBARA KILBURNBOARD TREASURER

About this charity

Recognized since: January 1955
Location: 15400 MONTALVO ROAD, SARATOGA, CA 95070
County: Santa Clara
In care of: ANGELA MCCONNELL
Primary officer: ANGELA MCCONNELL, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(408) 961-5805

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: ROBERT LEE & ASSOCIATES LLP
NTEE classification: Arts, Culture & Humanities (A200)