MONTALVO ASSOCIATION

As filed

Subsection

03

NTEE code

A200

Classification

3000

Street

15400 MONTALVO RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• SALLY AND DON LUCAS ARTIST RESIDENCY PROGRAM THE LUCAS ARTISTS PROGRAM OFFERS SELECTED ARTISTS PRIVATE HOUSING IN ONE OF THE 10 DISCIPLINE-SPECIFIC LIVE/WORK STUDIOS, A PROFESSIONAL STAFF THAT IS SUPPORTIVE OF THE CREATIVE PROCESS, AND AN ENVIRONMENT CONDUCIVE TO BOTH INDIVIDUAL PRACTICE AND THE ENERGETIC EXCHANGE OF IDEAS AMONG INTERNATIONAL AND CULTURALLY DIVERSE FELLOWS. THE RESIDENCY PROGRAM HAS EARNED INTERNATIONAL RECOGNITION AS A MODEL OF CURATORIAL PRACTICE, SUPPORTING NEW AND CHALLENGING CONTEMPORARY WORK.

  Expenses $759,846 · Revenue $2,704

• HISTORIC VILLA AND EXTANT BUILDINGS ANCHORED BY THE HISTORIC VILLA MONTALVO AND THE LUCAS RESIDENCY PROGRAM COMPOUND OF STUDIOS, THE COMPLEX ALSO INCLUDES NEW AND HISTORIC BUILDINGS ON ITS GROUNDS. GARDENS AND GROUNDS THE ESTATE'S 175-ACRE GROUNDS INCLUDE THE FORMAL ITALIANATE GARDEN, THE HISTORIC CACTUS GARDEN, THE OVAL GARDEN, THE LOVE TEMPLE, THE BELVEDERE TEMPLE, AND MORE THAN 5 MILES OF HIKING TRAILS.

  Expenses $2,625,446 · Revenue $1,447,105

• PERFORMING ARTS SERIES THE LIVELY PERFORMING ARTS PROGRAM CONSISTS OF MORE THAN 45 MUSIC CONCERTS AND THEATRICAL PERFORMANCES PRESENTED IN THE 1200-SEAT GARDEN THEATRE, THE INTIMATE 300-SEAT CARRIAGE HOUSE THEATRE, THE GRAND HALL OF THE VILLA AND THROUGHOUT THE GROUNDS. MONTALVO ALSO PRESENTS STUDENT PERFORMING ARTS PROGRAMS (PASS) IN THE CARRIAGE HOUSE THEATRE THROUGHOUT THE SCHOOL YEAR.

  Expenses $905,838 · Revenue $713,160

• OTHER PROGRAM EXPENSES CONSIST OF EDUCATION, OUTREACH, AND PROGRAM MARKETING.

  Expenses $820,646 · Revenue $230,849

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $8,810,237

  Expenses

  $7,520,774

  Contributions

  $4,566,520

  Grants paid

  $0

• 2023

  Revenue

  $8,188,069

  Expenses

  $7,422,568

  Contributions

  $3,647,420

  Grants paid

  $0

• 2022

  Revenue

  $7,256,022

  Expenses

  $7,070,352

  Contributions

  $4,057,763

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $17,238,033

  Expenses

  $5,687,661

  Assets (EOY)

  $40,742,049

• 2020 · 990

  Revenue

  $7,481,073

  Expenses

  $4,237,775

  Assets (EOY)

  $34,273,816

• 2019 · 990

  Revenue

  $5,193,349

  Expenses

  $4,948,923

  Assets (EOY)

  $28,381,945

• 2018 · 990

  Revenue

  $7,605,568

  Expenses

  $7,658,916

  Assets (EOY)

  $28,071,281

• 2017 · 990

  Revenue

  $6,486,408

  Expenses

  $6,069,492

  Assets (EOY)

  $28,731,309

• 2016 · 990

  Revenue

  $4,470,956

  Expenses

  $5,707,512

  Assets (EOY)

  $28,284,052

• 2015 · 990

  Revenue

  $7,234,710

  Expenses

  $5,889,687

  Assets (EOY)

  $28,230,195

• 2014 · 990

  Revenue

  $5,325,103

  Expenses

  $5,051,300

  Assets (EOY)

  $26,166,806

• 2013 · 990

  Revenue

  $5,548,358

  Expenses

  $4,709,407

  Assets (EOY)

  $27,293,457

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $4,496,778

  Assets (EOY)

  $26,102,345

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• DONOR ADVISED CHARITABLE GIVING

  $214,641

  2022 · ARTS, CULTURE & HUMANITIES

• MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

  $185,000

  2024 · UNRESTRICTED GENERAL SUPPORT

• MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

  $180,000

  2022 · UNRESTRICTED GENERAL SUPPORT

• DONOR ADVISED CHARITABLE GIVING

  $142,949

  2024 · ARTS, CULTURE & HUMANITIES

• SILICON VALLEY COMMUNITY FOUNDATION

  $126,217

  2024 · Arts & Culture

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $120,875

  2024 · For grant recipient's exempt purposes

• THE US CHARITABLE GIFT TRUST

  $100,000

  2024 · FOR RECIPIENT'S EXEMPT PURPOSE

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $91,800

  2022 · For grant recipient's exempt purposes

• DONOR ADVISED CHARITABLE GIVING

  $89,575

  2023 · ARTS, CULTURE & HUMANITIES

• SILICON VALLEY COMMUNITY FOUNDATION

  $84,679

  2022 · Arts & Culture

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files