Montalvo Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 4,833,332 | 4,687,651 | 145,681 | 33.4 | 41% |
| 2012 | 11,068,761 | 5,376,525 | 5,692,236 | 42.3 | 38% |
| 2013 | 10,550,467 | 4,496,778 | 6,053,689 | 67.9 | 46% |
| 2014 | 5,548,358 | 4,709,407 | 838,951 | 67.3 | 43% |
| 2015 | 5,325,103 | 5,051,300 | 273,803 | 60.3 | 45% |
| 2016 | 7,234,710 | 5,889,687 | 1,345,023 | 55.1 | 42% |
| 2017 | 4,470,956 | 5,707,512 | −1,236,556 | 57.1 | 44% |
| 2018 | 6,486,408 | 6,069,492 | 416,916 | 54.3 | 46% |
| 2019 | 7,605,568 | 7,658,916 | −53,348 | 42.1 | 40% |
| 2020 | 5,193,349 | 4,948,923 | 244,426 | 63.3 | 45% |
| 2021 | 7,481,073 | 4,237,775 | 3,243,298 | 89.9 | 47% |
| 2022 | 17,238,033 | 5,687,661 | 11,550,372 | 82.3 | 45% |
| 2023 | 7,256,022 | 7,070,352 | 185,670 | 70.8 | 44% |
In its most recent public year (2023), this organization brought in $185,670 more than it spent. Its reserves stood at about 70.8 months of spending, up from 33.4 in 2011. Staff pay was 44% of spending. $32,134,646 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Montalvo Association's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works