Junior League of Monterey Co Inc

Nonprofit profile at a glance

EIN
946080038
IRS 990-EZ coverage
2009–2023
Forms available
Form 990-EZ 2023
Location
Monterey, CA, USA
Phone
6613193336
Rating
65
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Women's Service Clubs

Official website

Reported finances

Revenue
$49,981
Expenses
$50,674
Assets
$274,153
Liabilities
$16,524

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • RENEE PENALVER (PRESIDENT)

People named in this filing

  • RENEE PENALVER (PRESIDENT)
  • SARAH PAYNE (SECRETARY)
  • JESSICA MCKILLIP (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To promote voluntarism, develop the potential of women and improve the community through the effective action and leadership of trained volunteers.

What it reported doing in 2023

Community projects/general programs - support for community projects included hosting winter wonderland in partnership with an organization dedicated to improving the lives of children born with terminal illnesses in monterey county. Our collaboration with community human services also improved housing and access to vital services throughout the year.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 45
  • Transparency & Controls: 100
  • Sustainability: 54
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 45.9%; rating input score 46
  • Program expense ratio: 43.2%; rating input score 43

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -1.4%; rating input score 43; 43rd percentile among comparable filings
  • Total-asset coverage ratio: 5.41; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: 0.06; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -5.3% per year; rating input score 0; 36th percentile among comparable filings
  • Revenue growth: -4.4% per year; rating input score 0; 38th percentile among comparable filings
  • Asset growth: -0.8% per year; rating input score 0; 36th percentile among comparable filings

Details

  • Where the money goes: 45.9% of revenue deployed · 43.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $22K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 15 filing years from 2009 to 2023
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 46/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 43/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 43/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.