Nonprofit · EIN 94-1249283
MONTALVO ASSOCIATION
Tax-exempt · SARATOGA, CA 95070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $8,810,237 | $7,520,774 | $1,289,463 | $50,912,121 | $2,006,719 | $48,905,402 |
| September 30, 2024 | 990 | $8,188,069 | $7,422,568 | $765,501 | $47,680,311 | $1,912,523 | $45,767,788 |
| September 30, 2023 | 990 | $7,256,022 | $7,070,352 | $185,670 | $43,765,361 | $2,025,036 | $41,740,325 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $4,566,520
- of which government grants
- $43,520
- Program service revenue
- $958,130
- Investment income
- $1,654,662
- Net rental income
- $1,405,577
- Net gain from sales of assets
- -$22,683
- Net income from fundraising events
- $175,057
- Net income from gaming
- $20,180
- Net income from sales of inventory
- $30,111
- Other revenue
- $1,630,925
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $716,500
- Other salaries and wages
- $2,817,035
- Salaries, compensation and benefits (total)
- $4,298,505
- Professional fundraising fees
- $0
- Legal fees
- $1,640
- Accounting fees
- $59,612
- Travel
- $25,332
- Depreciation
- $741,873
- Program services (functional)
- $5,111,776
- Management and general (functional)
- $1,526,228
- Fundraising (functional)
- $882,770
Balance sheet and other
- Total assets, start of year
- $47,680,311
- Total assets, end of year
- $50,912,121
- Total liabilities, end of year
- $2,006,719
- Net assets, end of year
- $48,905,402
- Land, buildings and equipment
- $6,032,920
- Publicly traded securities
- $33,233,577
- Net assets without donor restrictions
- $10,045,603
- Net assets with donor restrictions
- $38,859,799
- Gross receipts
- $11,319,753
- Employees
- 87
- Volunteers
- 661
- Year formed
- 1952
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGELA MCCONNELL | EXECUTIVE DIRECTOR Officer | 40 | $332,555 |
| KELLY HUDSON | MANAGING DIRECTOR Key employee | 40 | $205,306 |
| LEE ANN PAYNE | CHIEF FINANCIAL OFFICER Key employee | 40 | $169,343 |
| KELLY CASTELLON | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $166,000 |
| KELLY SICAT | DIRECTOR, ARTISTS RESIDENCY Highest-paid employee | 40 | $142,501 |
| ROGER SMULLEN | BOARD PRESIDENT Trustee or director, Officer | 8 | $0 |
| BARBARA KILBURN | BOARD TREASURER Trustee or director, Officer | 4 | $0 |
| CHRIS GOMO | BOARD SECRETARY Trustee or director, Officer | 4 | $0 |
| PAUL CONRADO | PAST PRESIDENT Trustee or director | 4 | $0 |
| ALEJANDRO AGUILAR | TRUSTEE Trustee or director | 4 | $0 |
| BARRY ARIKO | TRUSTEE (LIFETIME) Trustee or director | 4 | $0 |
| MARY CATE BERNAL | TRUSTEE Trustee or director | 4 | $0 |
| DONNA BROWN | TRUSTEE Trustee or director | 4 | $0 |
| RICHARD CONLON | TRUSTEE Trustee or director | 4 | $0 |
| JILL CONNER | TRUSTEE Trustee or director | 4 | $0 |
24 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN ELLIOT | TRUSTEE Trustee or director | 4 | $0 |
| BARRY FERNALD | TRUSTEE Trustee or director | 4 | $0 |
| DARIC JACKSON | TRUSTEE Trustee or director | 4 | $0 |
| TOM LARKINS | TRUSTEE Trustee or director | 4 | $0 |
| LUCY LI | TRUSTEE Trustee or director | 4 | $0 |
| MADELINE LUCAS | TRUSTEE Trustee or director | 4 | $0 |
| SALLY LUCAS | TRUSTEE (LIFETIME) Trustee or director | 4 | $0 |
| BEVIN MAGUIRE | TRUSTEE Trustee or director | 4 | $0 |
| JUDY MARCUS | TRUSTEE (LIFETIME) Trustee or director | 4 | $0 |
| SCOTT MCDONALD | TRUSTEE Trustee or director | 4 | $0 |
| RAY MONTALVO | TRUSTEE Trustee or director | 4 | $0 |
| EILEEN NELSON | TRUSTEE Trustee or director | 4 | $0 |
| LORENA PEREZ-ROCKWOOD | TRUSTEE Trustee or director | 4 | $0 |
| APRIL SAKARA-GILLEY | TRUSTEE Trustee or director | 4 | $0 |
| RON SEGE | TRUSTEE Trustee or director | 4 | $0 |
| CLAUDIA SHEN | TRUSTEE Trustee or director | 4 | $0 |
| SALLY SHI | TRUSTEE Trustee or director | 4 | $0 |
| DARBY SIEMPELKAMP | TRUSTEE Trustee or director | 4 | $0 |
| CARMEN SIGLER | TRUSTEE Trustee or director | 4 | $0 |
| JEFF SOBRATO | TRUSTEE Trustee or director | 4 | $0 |
| CATHY THERMOND | TRUSTEE Trustee or director | 4 | $0 |
| GILBERT VENDRYES | TRUSTEE Trustee or director | 4 | $0 |
| CHARMAINE WARMENHOVEN | TRUSTEE (LIFETIME) Trustee or director | 4 | $0 |
| JOHN WUNDERLING | TRUSTEE Trustee or director | 4 | $0 |
990 for the year ended September 30, 2024: 34 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGELA MCCONNELL | EXECUTIVE DIRECTOR Officer | 40 | $323,799 |
| KELLY HUDSON | MANAGING DIRECTOR Key employee | 40 | $194,874 |
| LEE ANN PAYNE | CHIEF FINANCIAL OFFICER Key employee | 40 | $158,570 |
| KELLY SICAT | DIRECTOR, ARTISTS RESIDENCY Highest-paid employee | 40 | $149,141 |
| PAUL CONRADO | BOARD PRESIDENT Trustee or director, Officer | 8 | $0 |
| BARBARA KILBURN | BOARD TREASURER Trustee or director, Officer | 4 | $0 |
| CHRIS GOMO | BOARD SECRETARY Trustee or director, Officer | 4 | $0 |
| ROGER SMULLEN | PRESIDENT-ELECT Trustee or director | 4 | $0 |
| ALEJANDRO AGUILAR | TRUSTEE Trustee or director | 4 | $0 |
| BARRY ARIKO | TRUSTEE (LIFETIME) Trustee or director | 4 | $0 |
| MARY CATE BERNAL | TRUSTEE Trustee or director | 4 | $0 |
| JILL CONNER | TRUSTEE Trustee or director | 4 | $0 |
| JEAN ELLIOTT | TRUSTEE Trustee or director | 4 | $0 |
| LAURA ENGDAHL | TRUSTEE Trustee or director | 4 | $0 |
| BARRY FERNALD | TRUSTEE Trustee or director | 4 | $0 |
| SUBODH GUPTA | TRUSTEE Trustee or director | 4 | $0 |
| MARCIA HANSEN | TRUSTEE Trustee or director | 4 | $0 |
| DARIC JACKSON | TRUSTEE Trustee or director | 4 | $0 |
| TOM LARKINS | TRUSTEE Trustee or director | 4 | $0 |
| LUCY LI | TRUSTEE Trustee or director | 4 | $0 |
| SALLY LUCAS | TRUSTEE (LIFETIME) Trustee or director | 4 | $0 |
| JUDY MARCUS | TRUSTEE (LIFETIME) Trustee or director | 4 | $0 |
| SCOTT MCDONALD | TRUSTEE Trustee or director | 4 | $0 |
| RAY MONTALVO | TRUSTEE Trustee or director | 4 | $0 |
| LORENA PEREZ-ROCKWOOD | TRUSTEE Trustee or director | 4 | $0 |
| DAVID SACARELOS | TRUSTEE Trustee or director | 4 | $0 |
| APRIL SAKARA-GILLEY | TRUSTEE Trustee or director | 4 | $0 |
| RON SEGE | TRUSTEE Trustee or director | 4 | $0 |
| SALLY SHI | TRUSTEE Trustee or director | 4 | $0 |
| DARBY SIEMPELKAMP | TRUSTEE Trustee or director | 4 | $0 |
| JEFF SOBRATO | TRUSTEE Trustee or director | 4 | $0 |
| GILBERT VENDRYES | TRUSTEE Trustee or director | 4 | $0 |
| CHARMAINE WARMENHOVEN | TRUSTEE (LIFETIME) Trustee or director | 4 | $0 |
| JOHN WUNDERLING | TRUSTEE Trustee or director | 4 | $0 |
990 for the year ended September 30, 2023: 35 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGELA MCCONNELL | EXECUTIVE DIRECTOR Trustee or director | 40 | $296,892 |
| KELLY HUDSON | MANAGING DIRECTOR Trustee or director | 40 | $181,598 |
| KELLY SICAT | DIRECTOR, ARTISTS RESIDENCY Trustee or director | 40 | $127,948 |
| LEE ANN PAYNE | CHIEF FINANCIAL OFFICER Trustee or director | 40 | $127,024 |
| PAUL CONRADO | MONTALVO BOARD PRESIDENT Trustee or director, Officer | 5 | $0 |
| JEAN COMPEAU | BOARD TREASURER Trustee or director, Officer | 5 | $0 |
| CATHIE THERMOND | BOARD SECRETARY Trustee or director, Officer | 5 | $0 |
| ALEJANDRO AGUILAR | TRUSTEE Trustee or director | 4 | $0 |
| BARRY ARIKO | TRUSTEE Trustee or director | 4 | $0 |
| MARY CATE BERNAL | TRUSTEE Trustee or director | 4 | $0 |
| JILL CONNER | TRUSTEE Trustee or director | 4 | $0 |
| JEAN ELLIOT | TRUSTEE Trustee or director | 4 | $0 |
| LAURA ENGDAHL | TRUSTEE Trustee or director | 4 | $0 |
| BARRY FERNALD | TRUSTEE Trustee or director | 4 | $0 |
| CHRIS GOMO | TRUSTEE Trustee or director | 4 | $0 |
| SUBODH GUPTA | TRUSTEE Trustee or director | 4 | $0 |
| MARCIA HANSEN | TRUSTEE Trustee or director | 4 | $0 |
| DARIC JACKSON | TRUSTEE Trustee or director | 4 | $0 |
| BARBARA KILBURN | TRUSTEE Trustee or director | 4 | $0 |
| TOM LARKINS | TRUSTEE Trustee or director | 4 | $0 |
| SALLY LUCAS | TRUSTEE (LIFETIME) Trustee or director | 4 | $0 |
| SCOTT MCDONALD | TRUSTEE Trustee or director | 4 | $0 |
| EILEEN NELSON | TRUSTEE Trustee or director | 4 | $0 |
| LORENA PEREZ-ROCKWOOD | TRUSTEE Trustee or director | 4 | $0 |
| STUARDO ROBLES | TRUSTEE Trustee or director | 4 | $0 |
| DAVID SACARELOS | TRUSTEE Trustee or director | 4 | $0 |
| APRIL SAKARA-GILLEY | TRUSTEE Trustee or director | 4 | $0 |
| RON SEGE | TRUSTEE Trustee or director | 4 | $0 |
| SALLY SHI | TRUSTEE Trustee or director | 4 | $0 |
| DARBY SIEMPELKAMP | TRUSTEE Trustee or director | 4 | $0 |
| ROGER SMULLEN | TRUSTEE Trustee or director | 4 | $0 |
| JEFF SOBRATO | TRUSTEE Trustee or director | 4 | $0 |
| GILBERT VENDRYES | TRUSTEE Trustee or director | 4 | $0 |
| CHARMAIN WARMENHOVEN | TRUSTEE (LIFETIME) Trustee or director | 4 | $0 |
| JOHN WUNDERLING | TRUSTEE Trustee or director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 15400 MONTALVO RD, SARATOGA, CA 95070-6327
- Principal officer (990 for 2024)
- ANGELA MCCONNELL, 15400 MONTALVO ROAD, SARATOGA, CA 95070
- Signed the 990
- ANGELA MCCONNELL, EXECUTIVE DIRECTOR
- Phone
- (408) 961-5805
- Return prepared by
- RLA LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1249283 or by the name MONTALVO ASSOCIATION.
- 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
MONTALVO ARTS CENTER'S MISSION IS TO ENHANCE ALL PEOPLE'S LIVES THROUGH THE ARTS. MONTALVO CREATES AND PRESENTS WORKS FORM A DIVERSITY OF ART FORMS, NURTURES ARTISTS, AND USES OUR 175-ACRE HISTORIC PROPERTY IN INNOVATIVE WAYS. WE BELIEVE THE ARTS BUILD BRIDGES LOCALLY AND GLOBALLY.
Program accomplishments
- 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
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 94-1249283
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1955
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A200)
- Assets (IRS master file)
- $50,912,121
- Income (IRS master file)
- $11,319,753
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $8,810,237 | $7,520,774 | $50,912,121 | XML |
| 990 | September 2024 | $8,188,069 | $7,422,568 | $47,680,311 | XML |
| 990 | September 2023 | $7,256,022 | $7,070,352 | $43,765,361 | XML |
| 990 | September 2022 | $17,238,033 | $5,687,661 | $40,742,049 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 94-1249283).
Questions about MONTALVO ASSOCIATION
- What is the EIN of MONTALVO ASSOCIATION?
- The employer identification number (EIN) of MONTALVO ASSOCIATION is 94-1249283.
- Is MONTALVO ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to MONTALVO ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTALVO ASSOCIATION 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 MONTALVO ASSOCIATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTALVO ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MONTALVO ASSOCIATION?
- The 990 for the year ended September 30, 2025 names ANGELA MCCONNELL.
- Who are the officers and directors of MONTALVO ASSOCIATION?
- The 990 for the year ended September 30, 2025 lists 39 people; 5 received compensation from the organization, the highest $332,555 (ANGELA MCCONNELL, EXECUTIVE DIRECTOR).
- How much revenue does MONTALVO ASSOCIATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $8,810,237, expenses of $7,520,774 and total assets of $50,912,121 at year end.
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All nonprofits in SARATOGA · California · Arts, culture and humanities