TPhilanthropy, Voluntarism & GrantmakingEIN: 941615897· Ruling Year: 1966

Community Foundation For Monterey County

Monterey, California

AHealth Score
87A

Financial Health Score

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

Excellent

How This Organization Compares

Compared to 200 peers in Philanthropy, Voluntarism & Grantmaking with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org6.65×
Peer Median8.04×
💰
$85.2M
Total Revenue
📊
$44.8M
Total Expenses
🏦
$298.0M
Net Assets
📋
$82.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+74.1%
Year-over-year change (2022 → 2023)
Net Margin
+47.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
6.65
Net assets divided by total expenses
Liabilities-to-Assets
21.6%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$85,155,92674%$44,822,44722%$380,129,92715%
2022$48,920,78112%$36,674,24212%$331,962,05314%
2021$55,697,8016%$41,448,39430%$385,630,16311%
2020$59,371,91364%$31,836,88139%$347,659,19419%
2019$36,184,05931%$22,864,3912%$291,001,25417%
2018$27,625,42748%$22,513,92813%$247,702,3657%
2017$53,013,12372%$19,857,6139%$266,126,37328%
2016$30,888,66535%$18,137,98342%$207,964,00815%
2015$22,947,63444%$12,732,21510%$180,284,1981%
2014$15,958,0761%$14,117,77112%$177,868,2153%
2013$16,131,79553%$12,553,62315%$173,143,48211%
2012$34,570,779158%$10,888,18019%$155,790,40415%
2011$13,423,558$9,162,820$135,453,399

Frequently Asked Questions

What does Community Foundation For Monterey County do?

Community Foundation For Monterey County is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T310 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Community Foundation For Monterey County financially healthy?

Based on our 9-metric Financial Health Score model, Community Foundation For Monterey County has a score of 87/100 (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 Community Foundation For Monterey County generate?

Community Foundation For Monterey County reports $122.7M in annual revenue and holds $420.2M in total assets, based on IRS filings.

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