Monterey Peninsula College Foundation (EIN 770391075) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

Rebecca Michael

Phone

8316464860

Tax Period

2024-01-01 to 2024-12-31

Monterey Peninsula College Foundation, founded in 1994, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $1.6M left a modest 11% surplus.

Mission

TO ADVANCE THE EDUCATIONAL EXPERIENCE OF STUDENTS AND FACULTY OF MONTEREY PENINSULA COLLEGE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,199,426

Program Service Revenue $170,815

Investment Income $430,239

Other Revenue $-18,067

TOTAL REVENUE $1,782,413

Expense Breakdown

Grants Paid $777,374

Salaries & Benefits $597,523

Fundraising Expenses $241,799

Program Expenses $1,072,079

Other Expenses $205,887

TOTAL EXPENSES $1,580,784

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,782,413	$3,751,397	-0.5%
Expenses	$1,580,784	$2,463,137	-0.4%
Net Income	$201,629	$1,288,260	-0.8%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$269,492

Total Directors

$876,035

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE CARDINALLI	DIRECTOR	1.50	Director	$0	$0	$0
PETER PURDUE	DIRECTOR	1.50	Director	$0	$0	$0
DEBBI ANTHONY	DIRECTOR	1.50	Director	$0	$0	$0
CARLA BECERRA	DIRECTOR	1.50	Director	$0	$34,580	$103,407
JEREMY GREEN	PRESIDENT	1.50	Officer Director	$0	$0	$0
TOM CLIFFORD	DIRECTOR	1.50	Director	$0	$0	$0
JASON GRIFFIN	DIRECTOR	1.50	Director	$0	$0	$0
TOM PESCE	DIRECTOR	1.50	Director	$0	$0	$0
RON EASTMAN	DIRECTOR	1.50	Director	$0	$0	$0
FRED HOCHSTAEDTER	DIRECTOR	1.50	Director	$0	$34,580	$177,489
PAT MILOWICKI	DIRECTOR	1.50	Director	$0	$0	$0
MARY ALICE RENNICK	DIRECTOR	1.50	Director	$0	$0	$0
MARIA RUESS	TREASURER	1.50	Director	$0	$0	$0
JOE SERVI	DIRECTOR	1.50	Director	$0	$0	$0
JOYCE SIMON	DIRECTOR	1.50	Director	$0	$0	$0
NATHAN STEEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LINDA YELLICH	DIRECTOR	1.50	Director	$0	$0	$0
EVELYNE LAMSON	SECRETARY	1.50	Officer Director	$0	$0	$0
ANDREW AUSONIO	DIRECTOR	1.50	Director	$0	$0	$0
THERESA WRIGHT	DIRECTOR	1.50	Director	$0	$0	$0
MARSHALL T FULBRIGHT III	DIRECTOR SUPT PRES	1.50	Director	$0	$34,580	$340,000
STEVEN HAIGLER	DIRECTOR	2.00	Director	$0	$34,580	$255,139
REBECCA MICHAEL	EXECUTIVE DIRECTOR NON VOT	2.00	Officer	$0	$34,580	$269,492
PAMELA STEWART	DIRECTOR	1.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,782,413	$1,580,784	$14,704,859	$201,629
2023	$3,751,397	$2,463,137	$13,579,254	$1,288,260
2022	$681,090	$1,586,422	$11,010,450	$-905,332
2021	$2,609,037	$1,818,940	$12,446,560	$790,097
2020	$1,918,454	$1,315,137	$10,805,889	$603,317
2019	$3,070,348	$1,804,846	$8,987,696	$1,265,502
2018	$2,144,213	$1,113,475	$7,412,514	$1,030,738

Monterey Peninsula College Foundation