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California · Nonprofit

UNIVERSITY CORPORATION AT MONTEREY BAY

UNIVERSITY CORPORATION AT MONTEREY BAY (California) receives grants from 76 organizations whose IRS filings report $15,762,547 to it, the largest being The James Irvine Foundation ($3,500,000). 39 of them have funded it in more than one year.

Revenue FY2025
$96M
Funders on record
76
Grants received
$16M
Net assets
$74M
39/76 repeat funderspeak grant-dependency 5%
01What it does

What University Corporation at Monterey Bay does

Mission

To use fiscal flexibility to provide resources and services not supported by the state, operational expertise to implement and manage commercial activities and entrepreneurial acumen to generate revenue in support of the university's strategic initiatives. The corporation is committed to supporting the university in building a multicultural learning community whose partners are prepared to contribute productively, responsibly and ethically to california and the global community.

As stated on its FY2025 Form 990.

Programs

  1. Housing, dining and residential life program for students, faculty and staff of the university.

    $48,236,733 spent$53,230,666 earned by the program
    58% of program spending
  2. Grants & contracts: externally sponsored projects administered by the corporation for the university.

    $26,823,012 spentof which $10,222,216 as grants
    32% of program spending
  3. Campus support, development and infrastructure: various building and other projects for the benefit of the university and its auxiliaries

    $3,007,480 spentof which $2,649,344 as grants
    4% of program spending
  4. Operation of university radio station, kazu, which provides news broadcasting services for faculty, staff and the local community.

    $1,654,716 spent$1,837,550 earned by the program
    2% of program spending
  5. Educational conferences, workshops and other services and support provided by the corporation in support of the university and its students.

    $1,369,211 spentof which $7,797 as grants
    2% of program spending
  6. Student support and scholarships

    $2,475,498 spentof which $226,365 as grants
    3% of program spending

The 6 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $83,566,650.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($57M) Expenses 100 ($53M) Net assets 100 ($62M)2018 Revenue 106 ($61M) Expenses 108 ($58M) Net assets 106 ($66M)2019 Revenue 114 ($65M) Expenses 111 ($59M) Net assets 118 ($74M)2020 Revenue 107 ($61M) Expenses 116 ($62M) Net assets 119 ($74M)2021 Revenue 86 ($49M) Expenses 107 ($57M) Net assets 110 ($69M)2022 Revenue 127 ($73M) Expenses 157 ($83M) Net assets 107 ($67M)2023 Revenue 138 ($79M) Expenses 143 ($76M) Net assets 113 ($70M)2024 Revenue 142 ($82M) Expenses 159 ($84M) Net assets 114 ($71M)2025 Revenue 166 ($96M) Expenses 168 ($89M) Net assets 119 ($74M)
'17'18'19'20'21'22'23'24'25
Revenue (166)Expenses (168)Net assets (119)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $200M to $229M (+14%).

$198M
$196M
$201M
$198M
$200M
$229M
$224M
$222M
$220M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 24% · 2018 25% · 2019 24% · 2020 25% · 2021 31% · 2022 25% · 2023 27% · 2024 27% · 2025 26%. Grants only. Government contracts and fees sit inside program revenue.

35% of UNIVERSITY CORPORATION AT MONTEREY BAY’s revenue is contributions — more donation-reliant than the typical peer (23% for the typical peer).

This organization
Typical peer · 4,254 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.

$4.4M
’17
$3.2M
’18
$6.4M
’19
−$458k
’20
−$7.7M
’21
−$11M
’22
$2.9M
’23
−$2.6M
’24
$6.6M
’25
1.9
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Alan Fisher Part Year

Interim executive director

As listed on its FY2025 Form 990.

The chief executive listed changed between the FY2022 and FY2023, and between the FY2024 and FY2025 filings.

'17'18'19'20'21'22'23'24'25
Listed141414141415151415
Joined·+3+5+3+3+4+2+7+8
No longer listed·35333287
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 20 funders to 26 funders, grant income rose $1.3M → $3.9M.

15 of 76 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 9% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $2.4M from 2 payers (the payer shares this organization's board, largest Foundation of California State University Monterey Bay). These are real filings, and they are not money UNIVERSITY CORPORATION AT MONTEREY BAY raised.

From the IRS filings of UNIVERSITY CORPORATION AT MONTEREY BAY’s funders (the co-funder graph). Top 30 of 76 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

UNIVERSITY CORPORATION AT MONTEREY BAY has a broad base — no single funder exceeds 22% of grant income, and it takes 4 funders to reach half.

the vertical line marks half of all grant income — 4 funders to its left

51% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UNIVERSITY CORPORATION AT MONTEREY BAY.

22%
largest funder
44%
top three
~11
effective funders

Largest funder’s share by year: 2017 58% · 2018 60% · 2019 46% · 2020 29% · 2021 23% · 2022 62% · 2023 51% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

38% of UNIVERSITY CORPORATION AT MONTEREY BAY's funders are still giving 3 years after their first grant; 51% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

72% of UNIVERSITY CORPORATION AT MONTEREY BAY's grant income comes from California funders.

WA
IL
NY
MA
NV
OH
RI
CA
CO
MO
MD
AZ
NC
DC
TX

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $1.4M arriving through sponsors registered in 11 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

UNIVERSITY CORPORATION AT MONTEREY BAY runs a healthier operating margin than half of the 3,794 education nonprofits its size.

Operating margin7% · above the median
Months of reserve1.9mo · below the median
Revenue growth (annualized)7% · below the median

this organization peer median middle 50% of peers· 3,794 education nonprofits $10M–$100M, FY2025

Government funding UNIVERSITY CORPORATION AT MONTEREY BAY receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $125.6M on record.

Federal$125.6M
grants $125.4Mcontracts $112k
17
18
19
20
21
22
23
24
25
26
Top agencies
  • Department of Education$75.1M
  • Department of Agriculture$13.6M
  • National Science Foundation$13.5M
  • Department of Health and Human Services$10.5M
  • Department of Commerce$8.6M
  • Department of the Interior$2.8M

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like UNIVERSITY CORPORATION AT MONTEREY BAY

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

94% of spending goes to programs.

Program 94%Management 5%Fundraising 1%

Governance

8
board members
13%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

91%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Part of a family of 3 related entities

  • California State University Monterey Bay · exempt
  • Foundation of California State University Monterey Bay · exempt
  • Otter Student Union at California State University Monterey Bay · exempt

Screen this organization

A dated, signed PDF of the compliance screen for UNIVERSITY CORPORATION AT MONTEREY BAY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds UNIVERSITY CORPORATION AT MONTEREY BAY?
UNIVERSITY CORPORATION AT MONTEREY BAY (California) receives grants from 76 organizations whose IRS filings report $15,762,547 to it, the largest being The James Irvine Foundation ($3,500,000). 39 of them have funded it in more than one year.
How many funders does UNIVERSITY CORPORATION AT MONTEREY BAY have?
IRS filings report 76 organizations giving $15,762,547 in grants to UNIVERSITY CORPORATION AT MONTEREY BAY, 39 of which have funded it in more than one year.
Who is the largest funder of UNIVERSITY CORPORATION AT MONTEREY BAY?
The James Irvine Foundation is the largest funder on record, with $3,500,000 in grants. The full list of funders is on this page.
How can an organization like UNIVERSITY CORPORATION AT MONTEREY BAY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 76 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing