Public Charity

MONTALVO ASSOCIATION

Based in SARATOGA, CA, MONTALVO ASSOCIATION operates as a Public Charity. The organization reported $8.8M in revenue, $7.5M in expenses, $50.9M in total assets for fiscal year 2025. Imperigo tracks 85 reported grant relationships connected to this organization totaling approximately $4.2M.

EIN: 941249283 SARATOGA, CA Arts & Culture NTEE: A20 Latest filing: 2025
Total Revenue$8.8M
Total Expenses$7.5M
Total Assets$50.9M
Grant Records85
Funding Total$4.2M
Filing Years2021–2025

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.

Where $100 goes at Montalvo Association

How Montalvo Association divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$69 Programs the work itself
$20 Management running the organization
$11 Fundraising raising the next dollar

Inside the $69 for programs

$36
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…
51% of program spending
$12
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…
18% of program spending · Reported in the filing: 45 concerts
$11
Other program expenses consist of education, outreach, and program marketing
16% of program spending

Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

TRUSTEE Alejandro Aguilar
EXECUTIVE DIRECTOR Angela Mcconnell
TRUSTEE April Sakara-Gilley
BOARD TREASURER Barbara Kilburn
TRUSTEE (LIFETIME) Barry Ariko
TRUSTEE Barry Fernald

Officer compensation and complete director data available with membership.

Top Grant Purposes

Arts & Culture
$2,487,570 31 grants
General Support
$1,593,923 43 grants
Education
$40,520 4 grants
Health & Medicine
$11,000 1 grant
Unspecified
$54,500 4 grants

Financial Trends

Year Revenue Expenses Assets
2025 $8.8M $7.5M $50.9M
2024 $8.2M $7.4M $47.7M
2023 $7.3M $7.1M $43.8M
2022 $17.2M $5.7M $40.7M
2021 $7.5M $4.2M $34.3M

Between 2021 and 2025, reported annual revenue grew from $7.5M to $8.8M (+18%), with total assets most recently reported at $50.9M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for MONTALVO ASSOCIATION

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