Monterey County Benevolent Foundat… - Form 990 Financial Data

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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

2001

Legal Domicile

Principal Officer

Tausha Suniga

Phone

8312067880

Tax Period

2024-06-01 to 2025-05-31

Monterey County Benevolent Foundation co Tausha Suniga, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $238K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 18% operating margin.

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 Service Accomplishments

Program 1

Expenses: $171,331

Provided funding for youth sports and education.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $238,016

TOTAL REVENUE $238,016

Expense Breakdown

Grants Paid $171,331

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $171,331

Other Expenses $24,296

TOTAL EXPENSES $195,627

Year-over-Year Comparison

	2024	2023	Change
Revenue	$238,016	$197,588	+0.2%
Expenses	$195,627	$148,234	+0.3%
Net Income	$42,389	$49,354	-0.1%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Bramers	Director	1.00	Director	$0	$0	$0
David Ghio	Sec/Treasurer	1.00	Officer Director	$0	$0	$0
Tom Bramers	Director	1.00	Director	$0	$0	$0
Tausha Suniga	President	14.00	Officer 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
2025	$238,016	$195,627	$397,914	$42,389
2024	$197,588	$148,234	$353,838	$49,354
2023	$182,701	$172,803	$305,499	$9,898
2022	$380,548	$97,577	$294,586	$282,971
2020	$4,338	$39,624	$66,717	$-35,286
2019	$69,288	$60,398	$102,003	$8,890

Monterey County Benevolent Foundation co Tausha Suniga