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Arts, Culture, Humanities : Performing Arts

Montalvo Arts Center

Creating and presenting arts of all types while nurturing artists and engaging the community in the creative process.

four stars

94.11

15400 Montalvo Road P.O. Box 158
Saratoga, CA 95071
tel: (408) 961-5841   Web Site
EIN: 94-1249283

Board Leadership
Joe Pon
President

CEO
Angela McConnell
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 94.11 four stars
  Financial 91.68 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 12/01/2017 and includes data from FY2016, the most recent 990 received at that time.

Montalvo Arts Center is an oasis of culture and nature that fulfills its mission by creating and presenting arts of all types, by nurturing artists, and by using our historic Villa, buildings and grounds in innovative ways that engage people in the creative process. Nearly 200k people enjoy Montalvo's programs annually, including year-round concerts and gallery exhibitions that draw a wide variety of music and contemporary art lovers. Our Education Program, which enables students and teachers to work directly with renowned professional artists, serves 20,000 K-12 students each year, many of whom come from low-income backgrounds. The Sally and Don Lucas Artists Residency Program is committed to connecting local, national & international artists-in-residence with the community. In advance of each residency, we work with artists to plan education and outreach activities, which may include performances, exhibitions, lectures, commissioned projects, as well as master classes for youth.

Montalvo Arts Center is an oasis of culture and nature that fulfills its mission by creating and presenting arts of all types, by nurturing artists, and by using our historic Villa, buildings and grounds in innovative ways that engage people in the creative process. Nearly 200k people enjoy Montalvo's programs annually, including year-round concerts and gallery exhibitions that draw a wide variety of music and contemporary art lovers. Our Education Program, which enables students and teachers to work directly with renowned professional artists, serves 20,000 K-12 students each year, many of whom come from low-income backgrounds. The Sally and Don Lucas Artists Residency Program is committed to connecting local, national & international artists-in-residence with the community. In advance of each residency, we work with artists to plan education and outreach activities, which may include performances, exhibitions, lectures, commissioned projects, as well as master classes for youth.

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Financial

four stars

91.68

Accountability & Transparency

four stars

100.00

This rating was published 12/01/2017 and includes data from FY2016, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
73.4%
  Administrative Expenses 12.1%
  Fundraising Expenses 14.4%
  Fundraising Efficiency $0.19
  Working Capital Ratio (years) 1.87
  Program Expenses Growth 9.7%
  Liabilities to Assets 4.1%
All data for Financial Performance Metrics calculations was provided by Montalvo Arts Center on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Montalvo Arts Center on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Montalvo Arts Center (CA) 94.11 four stars
HERE (NY) 88.28 three stars
Theatre Communications Group (NY) 86.30 three stars
Young Concert Artists (NY) 87.68 three stars
American Composers Forum (MN) 89.73 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $4,221,621
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $593,170
   Related Organizations $0
   Government Grants $24,105
Total Contributions $4,838,896
   Program Service Revenue $901,908
Total Primary Revenue $5,740,804
   Other Revenue $1,493,906
TOTAL REVENUE $7,234,710
   
EXPENSES  
   Program Expenses $4,361,062
   Administrative Expenses $776,848
   Fundraising Expenses $751,777
TOTAL FUNCTIONAL EXPENSES $5,889,687
   
Payments to Affiliates $0
Excess (or Deficit) for the year $1,345,023
   
Net Assets $27,054,413

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
Sally & Don Lucas Artists Residency Program $1,241,172 28.5%
Historic Villa & Extant Buildings $1,339,964 30.7%
Performing Arts Series $1,348,979 30.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-09 12/01/2017 94.11 four stars
2015-09 12/01/2016 86.12 three stars
2015-09 11/01/2016 83.01 three stars
2014-09 06/01/2016 92.94 four stars
 
CN 2.0
2014-09 10/01/2015 85.09 three stars
2013-09 11/01/2014 91.19 four stars
2012-09 11/01/2013 92.75 four stars
2011-09 12/20/2012 88.18 three stars
2011-09 11/06/2012 86.13 three stars
2011-09 10/01/2012 84.37 three stars
2010-09 09/20/2011 79.55 two stars
 
CN 1.0
2010-09 06/01/2011 73.68 two stars
2009-09 12/22/2010 68.00 one star
2008-09 04/01/2010 66.41 one star
2007-09 07/01/2009 67.55 one star
2006-09 12/01/2007 74.90 two stars
2005-09 12/01/2006 80.76 three stars
2004-09 01/01/2006 62.65 one star
2003-09 03/01/2005 77.56 two 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 94-1249283
Name in IRS Master File MONTALVO ASSOCIATION
NTEE Code A20
NTEE Classification Arts, Cultural Organizations - Multipurpose
NTEE Type Arts, Culture and Humanities
Classification Literary Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (119) Other cultural or historical 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 May, 1955
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End September
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • September, 2015
  • September, 2014
  • September, 2013
  • September, 2012
  • September, 2011

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

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Compensation % of Expenses Paid to Title
$270,583 4.59% Angela McConnell Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Montalvo Arts Center (CA) 94.11 four stars
The Kitchen (NY) 86.97 three stars
The Lark (NY) 86.94 three stars
Russian Arts Foundation (VT) 85.91 three stars
SAG-AFTRA Foundation (CA) 92.91 four stars

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Charity Contact Info

Montalvo Arts Center
15400 Montalvo Road
P.O. Box 158
Saratoga, CA 95071
tel: (408) 961-5841
EIN: 94-1249283

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Board Leadership

Joe Pon
President

CEO

Angela McConnell
Executive Director

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