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Community Development : Community Foundations

Community Foundation for Monterey County

Inspiring philanthropy and strengthening communities throughout Monterey County

four stars

93.78

2354 Garden Road Monterey, CA 93940
tel: (831) 375-9712   Web Site
EIN: 94-1615897

Board Leadership
Birt Johnson, Jr.
Chair

CEO
Dan Baldwin
President, CEO

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 93.78 four stars
  Financial 94.69 four stars
  Accountability & Transparency 93.00 four stars
This rating was published 07/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Why isn't this based on more recent data?

The Community Foundation for Monterey County (CFMC) is your local center for philanthropy, working with donors and nonprofits to create healthy, safe, vibrant communities. We provide a bridge between our fund holders and community needs, and our staff has in-depth knowledge about local nonprofits working to make our communities stronger. The CFMC offers a wide range of giving options including donor advised funds, gifts of real estate or complex assets and life-income gifts such as charitable gift annuities and charitable remainder trusts,. What sets us apart is the personal service we provide and our interest in creating the greatest good for Monterey County, now and in the future. We are “Here for Good.”

The Community Foundation for Monterey County (CFMC) is your local center for philanthropy, working with donors and nonprofits to create healthy, safe, vibrant communities. We provide a bridge between our fund holders and community needs, and our staff has in-depth knowledge about local nonprofits working to make our communities stronger. The CFMC offers a wide range of giving options including donor advised funds, gifts of real estate or complex assets and life-income gifts such as charitable gift annuities and charitable remainder trusts,. What sets us apart is the personal service we provide and our interest in creating the greatest good for Monterey County, now and in the future. We are “Here for Good.”

Impact Information

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Learn more about how we calculate the overall score and rating.

Financial

four stars

94.69

Accountability & Transparency

four stars

93.00

This rating was published 07/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 90.7%
  Administrative Expenses 6.8%
  Fundraising Expenses 2.4%
  Fundraising Efficiency < $0.01
  Working Capital Ratio (years) 6.01
  Program Expenses Growth 13.5%
  Liabilities to Assets 19.6%
All data for Financial Performance Metrics calculations was provided by Community Foundation for Monterey County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Community Foundation for Monterey County on recent 990s filed with the IRS.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
Community Foundation for Monterey County (CA) 93.78 four stars
North Texas Community Foundation (TX) 93.48 four stars
New Hampshire Charitable Foundation (NH) 91.83 four stars
California Community Foundation (CA) 91.24 four stars
Oshkosh Area Community Foundation (WI) 86.28 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $46,424,606
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $76,178
   Related Organizations $0
   Government Grants $0
Total Contributions $46,500,784
   Program Service Revenue $300,033
Total Primary Revenue $46,800,817
   Other Revenue $51,578
TOTAL REVENUE $53,013,123
   
EXPENSES  
   Program Expenses $18,512,111
   Administrative Expenses $960,091
   Fundraising Expenses $385,411
TOTAL FUNCTIONAL EXPENSES $19,857,613
   
Payments to Affiliates $0
Excess (or Deficit) for the year $33,155,510
   
Net Assets $213,820,247

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grant Programs $17,926,152 96.8%
All Other Programs $390,809 2.1%
Community Foundation Center for Non-Profit Excellence (CNE) $144,138 0.8%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-12 07/01/2019 93.78 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 94-1615897
Name in IRS Master File COMMUNITY FOUNDATION FOR MONTEREY COUNTY
NTEE Code T31
NTEE Classification Community Foundations
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (59) Other school related activities
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date March, 1966
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)		 (Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$254,800 1.28% Daniel Baldwin President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Community Foundation for Monterey County (CA) 93.78 four stars
Oshkosh Area Community Foundation (WI) 86.28 three stars
The Winston-Salem Foundation (NC) 99.94 four stars
Community Foundation of Tampa Bay (FL) 91.71 four stars
Orange County Community Foundation (CA) 95.42 four stars

Compare These Charities (Highly Rated)

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Charity Contact Info

Community Foundation for Monterey County
2354 Garden Road
Monterey, CA 93940
tel: (831) 375-9712
fax: (831) 375-4731
EIN: 94-1615897

Visit Web Site

Board Leadership

Birt Johnson, Jr.
Chair

CEO

Dan Baldwin
President, CEO

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