Nonprofit screen
Screen a listMontalvo Association
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(1)
$8.8Mrevenue
FY2025 · −49% in 3 yrs87staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin14.6%
Months of reserve7.4mo
Revenue growth (annualized)+8.8%
Middle half of peersMedianMontalvo Association
Where the money goes FY2025 · $7.5M spent
Programs$5.1M68%Management and general$1.5M20%Fundraising$883k12%990 FY2025 · Part IX line 25
Worth checking2
A funder worth 12% of revenue stopped after FY2020
The William & Flora Hewlett Foundation gave about $276k a year for four years, 12% of revenue in FY2020.
Funders’ 990-PF grant listsGovernment grants fell 97% in FY2023
$774k in FY2022, $25k in FY2023.
990 Part VIIIIn its favor2
Strong governance
34 of 34 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 9% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohort91funders
$2.7Ma year, last 3 years
61%from its largest funder
Funder’17’18’19’20’21’22’23The George and Judy Marcus Family Foundation IISince FY2020$260k$4k$5.0M$10kDonald Lee and Sally Steadman LucasStopped after FY2020$1.1M$160k$231k$250k–The Valley FoundationOn and off$500k$350k$250k$150kThe William & Flora Hewlett FoundationStopped after FY2020$152k$150k$200k$602k–The David and Lucile Packard FoundationSince FY2018$145k$250k$75k$150k$15k$125kThe George and Judy Marcus Family FoundationStopped after FY2019$85k$286k$100k–Donor-advised giftsDonors not disclosed$339k$371k$447k$673k$357k$428k$511k62 other fundersUp to $200k a year each$384k$331k$373k$322k$262k$485k$429k
FundedThrough a donor-advised fundStopped