TPhilanthropy, Voluntarism & GrantmakingEIN: 201790250· Ruling Year: 2005

Monterey Collegiate Foundation

Monterey, California

A-Health Score
75A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 8 peers in Philanthropy, Voluntarism & Grantmaking with $100K-$1M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org2.50×
Peer Median13.69×
💰
$310K
Total Revenue
📊
$184K
Total Expenses
🏦
$459K
Net Assets
📋
$6K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-35.1%
Year-over-year change (2022 → 2023)
Net Margin
+40.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.50
Net assets divided by total expenses
Liabilities-to-Assets
1.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$309,58335%$183,67814%$464,37039%
2022$476,70410320%$161,508216%$332,9461776%
2021$4,575117%$51,14968%$17,75072%
2020-$27,568108%$161,02433%$64,32475%
2019$346,27139%$241,35522%$252,91671%
2018$248,61628%$197,3296%$148,00050%
2017$194,64621%$185,58818%$98,76610%
2016$247,01551%$226,64531%$89,70729%
2015$163,81031%$172,41032%$69,33813%
2014$236,4747%$252,36812%$79,75017%
2013$253,95117%$286,9366%$95,90727%
2012$217,44727%$270,98612%$131,39429%
2011$298,945$241,477$185,075

Frequently Asked Questions

What does Monterey Collegiate Foundation do?

Monterey Collegiate Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Monterey Collegiate Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Monterey Collegiate Foundation has a score of 75/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Monterey Collegiate Foundation generate?

Monterey Collegiate Foundation reports $233K in annual revenue and holds $412K in total assets, based on IRS filings.

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