NonprofitsMontalvo Association

Arts & Culture

Montalvo Association

SARATOGA, CA

Total revenue

$8.2M

Total expenses

$7.4M

Net assets

$45.8M

Grants received

$4.7M

95 grants

EIN

941249283

Tax year

2023

Mission

To foster community engagement through the creation and presentation of multidisciplinary art.

Programs

3 programs

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. S.

Expenses: $2.6M

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.ar.

Expenses: $858K

Other program expenses consist of education, outreach, and program marketing

Expenses: $741K

Financials

FY 2023

Revenue

Contributions & grants$3.6M
Program service revenue$889K
Investment income$2.1M
Other revenue$1.6M
Total revenue$8.2M

Expenses

Grants paid
Salaries & benefits$4.0M
Fundraising$658K
Other expenses$3.5M
Total expenses$7.4M
Total assets$47.7M
Net assets$45.8M

People

34 listed

NameRoleCompensation

ANGELA MCCONNELL

EXECUTIVE DIRECTOR

Board

$324K

40 hrs/wk

ALEJANDRO AGUILAR

TRUSTEE

Board

4 hrs/wk

BARRY ARIKO

TRUSTEE (LIFETIME)

Board

4 hrs/wk

MARY CATE BERNAL

TRUSTEE

Board

4 hrs/wk

JILL CONNER

TRUSTEE

Board

4 hrs/wk

JEAN ELLIOTT

TRUSTEE

Board

4 hrs/wk

LAURA ENGDAHL

TRUSTEE

Board

4 hrs/wk

BARRY FERNALD

TRUSTEE

Board

4 hrs/wk

SUBODH GUPTA

TRUSTEE

Board

4 hrs/wk

MARCIA HANSEN

TRUSTEE

Board

4 hrs/wk

DARIC JACKSON

TRUSTEE

Board

4 hrs/wk

TOM LARKINS

TRUSTEE

Board

4 hrs/wk

LUCY LI

TRUSTEE

Board

4 hrs/wk

SALLY LUCAS

TRUSTEE (LIFETIME)

Board

4 hrs/wk

PAUL CONRADO

BOARD PRESIDENT

Board

8 hrs/wk

SCOTT MCDONALD

TRUSTEE

Board

4 hrs/wk

RAY MONTALVO

TRUSTEE

Board

4 hrs/wk

LORENA PEREZ-ROCKWOOD

TRUSTEE

Board

4 hrs/wk

DAVID SACARELOS

TRUSTEE

Board

4 hrs/wk

APRIL SAKARA-GILLEY

TRUSTEE

Board

4 hrs/wk

RON SEGE

TRUSTEE

Board

4 hrs/wk

SALLY SHI

TRUSTEE

Board

4 hrs/wk

DARBY SIEMPELKAMP

TRUSTEE

Board

4 hrs/wk

JEFF SOBRATO

TRUSTEE

Board

4 hrs/wk

GILBERT VENDRYES

TRUSTEE

Board

4 hrs/wk

CHARMAINE WARMENHOVEN

TRUSTEE (LIFETIME)

Board

4 hrs/wk

JOHN WUNDERLING

TRUSTEE

Board

4 hrs/wk

JUDY MARCUS

TRUSTEE (LIFETIME)

Board

4 hrs/wk

BARBARA KILBURN

BOARD TREASURER

Board

4 hrs/wk

CHRIS GOMO

BOARD SECRETARY

Board

4 hrs/wk

ROGER SMULLEN

PRESIDENT-ELECT

Board

4 hrs/wk

KELLY HUDSON

MANAGING DIRECTOR

Staff

$195K

40 hrs/wk

LEE ANN PAYNE

CHIEF FINANCIAL OFFICER

Staff

$159K

40 hrs/wk

KELLY SICAT

DIRECTOR, ARTISTS RESIDENCY

Staff

$149K

40 hrs/wk

Grants received

Showing 95 of 95

FromAmountPurposeYear
$185K
UNRESTRICTED GENERAL SUPPORT
2024
$100K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$41K
ARTS AND CULTURE
2024
$20K
RESIDENCY AWARD
2024
$18K
PROGRAM SPECIFIC SUPPORT
2024
$14K
Arts & Culture
2024
$10K
TO PROVIDE GENERAL OPERATING SUPPORT
2024
$7K
ARTS, CULTURE
2024
$5K
UNRESTRICTED GENERAL SUPPORT
2024
$5K
GENERAL PURPOSE
2024
$1K
General & Unrestricted
2024
$150K
GENERAL OPERATING SUPPORT
2023
$125K
Families and Communities
2023
$90K
ARTS, CULTURE & HUMANITIES
2023
$63K
For grant recipient's exempt purposes
2023
$39K
ARTS AND CULTURE
2023
$20K
UNRESTRICTED GENERAL SUPPORT
2023
$20K
GENERAL FUND
2023
$19K
General & Unrestricted
2023
$8K
RESIDENCY AWARD
2023
$2K
General & Unrestricted
2023
$215K
ARTS, CULTURE & HUMANITIES
2022
$200K
GENERAL OPERATING SUPPORT
2022
$180K
UNRESTRICTED GENERAL SUPPORT
2022
$92K
For grant recipient's exempt purposes
2022
$47K
ARTS AND CULTURE
2022
$19K
OPERATIONS
2022
$10K
General & Unrestricted
2022
$7K
RESIDENCY AWARD
2022
$5K
GENERAL SUPPORT
2022
$500
General & Unrestricted
2022
$50K
ARTS, CULTURE & HUMANITIES
2021
$35K
For grant recipient's exempt purposes
2021
$35K
For grant recipient's exempt purposes
2021
$1K
CONTRIBUTION TO CHARITABLE ORGANIZATION
2021
$300K
FOR GENERAL OPERATING SUPPORT
2020
$300K
FOR GENERAL OPERATING SUPPORT
2020
$153K
ARTS, CULTURE & HUMANITIES
2020
$121K
For grant recipient's exempt purposes
2020
$62K
ARTS AND CULTURE
2020
$32K
UNRESTRICTED GENERAL SUPPORT
2020
$25K
CREATING COMMUNITY-CENTERED ARTS PROGRAMMING
2020
$21K
TALKING ROOTS: TREES OF WITNESS (WORKING TITLE)
2020
$12K
TO FURTHER THE MISSION OF THE FOUNDATION
2020
$10K
unrestricted
2020
$8K
PROGRAM SUPPORT
2020
$6K
Montalvo Education Programs for All: Equity Access to Arts Integrated Instruction
2020
$5K
MONTALVO ARTS CENTER IS SEEKING A GRANT TO SUPPORT FINANCIAL AID (TICKET/FEE SCHOLARSHIPS AND TRANSPORTATION SUBSIDIES) FOR LOW-INCOME YOUTH TO PARTICIPATE IN OUR SIGNATURE ARTS-BASED EDUCATION OFFERINGS THE PERFORMING ARTS SERIES FOR STUDENTS AND THE CUSTOMIZED FIELD TRIP PROGRAM.
2020
$3K
TO PROMOTE THE FIELDS OF MUSIC, THE OPERA, AND THE SYMPHONY
2020
$2K
FOR GENERAL OPERATING SUPPORT
2020
$900
EMPLOYEE MATCHING GRANT
2020
$500
MATCHING GIFTS
2020
$500
GENERAL SUPPORT
2020
$185K
ARTS, CULTURE & HUMANITIES
2019
$57K
For grant recipient's exempt purposes
2019
$55K
ARTS AND CULTURE
2019
$25K
GENERAL OPERATING SUPPORT
2019
$18K
UNRESTRICTED GENERAL SUPPORT
2019
$16K
CULTURE & ARTS
2019
$13K
PROJECT SUPPORT
2019
$10K
UNRESTRICTED GENERAL SUPPORT
2019
$10K
SUPPORT THE ACCORDIAN BOOK PROJECT
2019
$10K
PERFORMANCE AND FIELD TRIPS FOR UNDERSERVED STUDENTS
2019
$131K
ARTS, CULTURE & HUMANITIES
2018
$100K
Teaching Artist Fellow/ Lucas Artist Programs
2018
$47K
GENERAL SUPPORT
2018
$30K
GENERAL & UNRESTRICTED
2018
$20K
For grant recipient's exempt purposes
2018
$12K
TO FURTHER THE MISSION OF THE FOUNDATION
2018
$10K
PROGRAM/OPERATING SUPPORT
2018
$130K
ARTS, CULTURE & HUMANITIES
2017
$31K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$25K
PROFESSIONAL DEVELOPMENT IN INTEGRATED AND CREATIVE LEARNING FOR EDUCATORS
2017
$10K
SUPPORT THE ACCORDIAN BOOK PROJECT
2017
$8K
PUBLIC, SOCIETAL BENEFIT
2017

Funded by

$4.7M from 39 funders · 95 grants · 2017–2024

Donor Advised Charitable Giving Inc

$952K · 7 grants · 2017–2023

Silicon Valley Community Foundation

$616K · 6 grants · 2020–2024

Fidelity Investments Charitable Gift Fund

$454K · 8 grants · 2017–2023

Morgan Stanley Global Impact Funding Trust Inc

$450K · 7 grants · 2019–2024

The Sobrato Family Foundation

$360K · 3 grants · 2022–2024

Gs Donor Advised Philanthropy Fund

$291K · 6 grants · 2018–2024

The David and Lucile Packard Foundation

$215K · 3 grants · 2020–2023

Details

EIN941249283
NTEE codeA200
Subsection03
Ruling date1955-05
Formed1952
Employees75
Volunteers661
MONTALVO ASSOCIATION — Mission, Financials & Grants Received | Grantivo