Nonprofit screen
Screen a listMontpelier Foundation
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)
$14Mrevenue
FY2025 · +100% in 3 yrs103staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin59.9%
Months of reserve23.6mo
Revenue growth (annualized)+7.6%
Middle half of peersMedianMontpelier
Where the money goes FY2025 · $5.8M spent
Programs$4.5M78%Management and general$750k13%Fundraising$499k9%990 FY2025 · Part IX line 25
Worth checking1
Government grants fell 82% in FY2023
$1.9M in FY2022, $335k in FY2023.
990 Part VIIIIn its favor2
Strong governance
17 of 17 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements.
990 Part VIGrowing faster than peers
Revenue up 8% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohort78funders
$1.6Ma year, last 3 years
32%from its largest funder
Funder’17’18’19’20’21’22’23The Andrew W Mellon FoundationNew in FY2023$1.5MThe Joseph and Robert Cornell Memorial FoundationEvery year since FY2017$500k$400k$300k$100k$50k$50k$25kNational Trust for Historic Preservation in the United StatesOn and off$37k$25k$158k$244k$115k$84kNancy Woodson Spire Foundation IncSince FY2021$200k$250k$200kRobert H Smith Family FoundationStopped after FY2019$400k$200k–The Hickerson FoundationSince FY2019$40k$50k$110k$70k$135kDonor-advised giftsDonors not disclosed$122k$273k$332k$431k$283k$225k$323k56 other fundersUp to $135k a year each$405k$727k$351k$464k$435k$338k$356k
FundedThrough a donor-advised fundStopped