MONTEREY BAY AGENCY

EIN: 942737388 501(c)(3)

MODESTO, CA

Total Revenue
$1,954,991
Total Expenses
$1,910,487
Total Assets
$166,646
Net Assets
$8,164
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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
1981
Legal Domicile
CA
Principal Officer
ANESA CAROSIELLI
Phone
2093007680
Tax Period
2017-10-01 to 2018-09-30

MONTEREY BAY AGENCY, founded in 1981, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2017.

Mission

ADMINISTER FOOD PROGRAMS AND RELATED SERVICES TO LICENSED CHILDCARE CENTERS.

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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%)

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Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,953,640
Investment Income $23
Other Revenue $1,328
TOTAL REVENUE $1,954,991

Expense Breakdown

Grants Paid $1,698,372
Salaries & Benefits $166,536
Fundraising Expenses $0
Program Expenses $1,899,882
Other Expenses $45,579
TOTAL EXPENSES $1,910,487

Year-over-Year Comparison

2017 2016 Change
Revenue $1,954,991 $2,040,448 0.0%
Expenses $1,910,487 $2,044,048 -0.1%
Net Income $44,504 $-3,600 -13.4%
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

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Governance

Voting Members
5
Independent Members
5
Employees
5
Volunteers
N/A

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
4
$58,883
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KIMBERLY LOLLIS Director 1.00
Director
$0 $0 $0
CASEY HILL President 1.00
Officer Director
$0 $0 $0
ELIZABETH SIEMON Secretary 1.00
Officer Director
$0 $0 $0
ASHLEY LEGGE Director 1.00
Director
$0 $0 $0
NATHAN BECKER Vice President 1.00
Officer Director
$0 $0 $0
ANESA CAROSIELLI Executive Direc 40.00
Officer
$58,883 $0 $58,883
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
2018 $1,954,991 $1,910,487 $166,646 $44,504
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