AArts, Culture & HumanitiesEIN: 941249283· Ruling Year: 1955

Montalvo Association

Saratoga, California

A-Health Score
77A-

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 2 peers in Arts, Culture & Humanities with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org5.90×
Peer Median210.95×
💰
$7.3M
Total Revenue
📊
$7.1M
Total Expenses
🏦
$41.7M
Net Assets
📋
$2.0M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-57.9%
Year-over-year change (2022 → 2023)
Net Margin
+2.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.90
Net assets divided by total expenses
Liabilities-to-Assets
4.6%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$7,256,02258%$7,070,35224%$43,765,3617%
2022$17,238,033130%$5,687,66134%$40,742,04919%
2021$7,481,07344%$4,237,77514%$34,273,81621%
2020$5,193,34932%$4,948,92335%$28,381,9451%
2019$7,605,56817%$7,658,91626%$28,071,2812%
2018$6,486,40845%$6,069,4926%$28,731,3092%
2017$4,470,95638%$5,707,5123%$28,284,052
2016$7,234,71036%$5,889,68717%$28,230,1958%
2015$5,325,1034%$5,051,3007%$26,166,8064%
2014$5,548,35847%$4,709,4075%$27,293,4575%
2013$10,550,4675%$4,496,77816%$26,102,34532%
2012$11,068,761129%$5,376,52515%$19,716,22344%
2011$4,833,332$4,687,651$13,660,550

Frequently Asked Questions

What does Montalvo Association do?

Montalvo Association is a arts, culture & humanities nonprofit organization based in California. It is classified under NTEE code A200 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Montalvo Association financially healthy?

Based on our 9-metric Financial Health Score model, Montalvo Association has a score of 77/100 (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 Montalvo Association generate?

Montalvo Association reports $8.2M in annual revenue and holds $47.7M in total assets, based on IRS filings.

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