T — Philanthropy, 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$309,583↓35%$183,678↑14%$464,370↑39%
2022$476,704↑10320%$161,508↑216%$332,946↑1776%
2021$4,575↑117%$51,149↓68%$17,750↓72%
2020-$27,568↓108%$161,024↓33%$64,324↓75%
2019$346,271↑39%$241,355↑22%$252,916↑71%
2018$248,616↑28%$197,329↑6%$148,000↑50%
2017$194,646↓21%$185,588↓18%$98,766↑10%
2016$247,015↑51%$226,645↑31%$89,707↑29%
2015$163,810↓31%$172,410↓32%$69,338↓13%
2014$236,474↓7%$252,368↓12%$79,750↓17%
2013$253,951↑17%$286,936↑6%$95,907↓27%
2012$217,447↓27%$270,986↑12%$131,394↓29%
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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