Nonprofit · EIN 20-1790250
MONTEREY COLLEGIATE FOUNDATION
Tax-exempt · MONTEREY, CA 93940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $233,157 | $198,764 | $34,393 | $412,054 | $2,023 | $410,031 |
| May 31, 2024 | 990 | $128,735 | $211,948 | -$83,213 | $376,003 | $365 | $375,638 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $0
- Net income from gaming
- $233,157
- Other revenue
- $233,157
Expenses
- Grants and similar amounts paid
- $172,600
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $21,520
- Program services (functional)
- $172,600
- Management and general (functional)
- $26,164
Balance sheet and other
- Total assets, start of year
- $376,003
- Total assets, end of year
- $412,054
- Total liabilities, end of year
- $2,023
- Net assets, end of year
- $410,031
- Land, buildings and equipment
- $820
- Gross receipts
- $4,554,607
- Employees
- 0
- Volunteers
- 13
- Year formed
- 2004
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Long | Sec/Treasurer Trustee or director, Officer | 1 | $0 |
| Steve Nader | Director Trustee or director | 1 | $0 |
| Katy Reyes | President Trustee or director, Officer | 14 | $0 |
990 for the year ended May 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Long | Sec/Treasurer Trustee or director, Officer | 1 | $0 |
| Steve Nader | Director Trustee or director | 1 | $0 |
| Katy Reyes | President Trustee or director, Officer | 14 | $0 |
Address and contacts
- Address (IRS master file)
- 301 BONIFACIO PL, MONTEREY, CA 93940-3074
- In care of
- % WILLIAM A PHELPS
- Principal officer (990 for 2024)
- Katy Reyes, 301 Bonifacio Place, Monterey, CA 93940
- Signed the 990
- Katy Reyes, President
- Phone
- (831) 656-0834
- Return prepared by
- Finn Cohen & Adrian CPAs APC
California records
California keeps its own records of charities and corporations. Search them by EIN 20-1790250 or by the name MONTEREY COLLEGIATE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
We provide grants to charities for activities such as youth sports, youth programs and youth education for the residents of Monterey County, California.
Program accomplishments
- Provided funding to schools, youth organizations and individuals for youth scholarships.Expenses $172,600 · grants $172,600
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1790250
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $412,054
- Income (IRS master file)
- $4,554,607
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $233,157 | $198,764 | $412,054 | XML |
| 990 | May 2024 | $128,735 | $211,948 | $376,003 | XML |
| 990 | May 2023 | $309,583 | $183,678 | $464,370 | IRS |
| 990 | May 2022 | – | – | – | IRS |
| 990-EZ | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1790250).
Questions about MONTEREY COLLEGIATE FOUNDATION
- What is the EIN of MONTEREY COLLEGIATE FOUNDATION?
- The employer identification number (EIN) of MONTEREY COLLEGIATE FOUNDATION is 20-1790250.
- Is MONTEREY COLLEGIATE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to MONTEREY COLLEGIATE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTEREY COLLEGIATE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTEREY COLLEGIATE FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTEREY COLLEGIATE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of MONTEREY COLLEGIATE FOUNDATION?
- The 990 for the year ended May 31, 2025 names Katy Reyes.
- Who are the officers and directors of MONTEREY COLLEGIATE FOUNDATION?
- The 990 for the year ended May 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MONTEREY COLLEGIATE FOUNDATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $233,157, expenses of $198,764 and total assets of $412,054 at year end.
Other nonprofits in MONTEREY
- EDWARD M DOWD FOUNDATION EIN 85-2105615 · last filed 990-PF for 2025
- COMMUNITY FOUNDATION FOR MONTEREY COUNTY EIN 94-1615897 · last filed 990 for 2024
- MONTEREY PENINSULA FOUNDATION EIN 94-2541783 · last filed 990 for 2025
- DARABONT CHARITABLE TRUST EIN 87-3427332 · last filed 990-PF for 2025
- LIVING BREATH FOUNDATION EIN 26-2725465 · last filed 990 for 2025
- MONTEREY COUNT BENEVOLENT FOUNDATION EIN 77-0576645 · last filed 990 for 2025
- MAHER FOUNDATION EIN 27-1791842 · last filed 990-PF for 2025
- ELIZABETH HOOK ARMSTRONG FOUNDATION EIN 77-0547321 · last filed 990-PF for 2025
All nonprofits in MONTEREY · California · Philanthropy, voluntarism and grantmaking foundations