Monterey Bay Teachers Association

Nonprofit profile at a glance

EIN
941602375
IRS 990-EZ coverage
2010–2024
Forms available
Form 990 2020, Form 990-EZ 2024
Location
Monterey, CA, USA
Phone
8313758942
Rating
42
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$185,270
Expenses
$117,929
Assets
$366,037
Liabilities
$14,035

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • NICOLA LONG (PRESIDENT)
  • JAMEE LYNCH MOORE (VICE PRESIDENT)

People named in this filing

  • NICOLA LONG (PRESIDENT)
  • JAMEE LYNCH MOORE (VICE PRESIDENT)
  • ASHLEY SIEMENSMA (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Represent the interest of teachers employed by the monterey peninsula unified school district.

What it reported doing in 2024

1. Provided social activities for teachers. 2. Reimbursed members for out of pocket expenses incurred while representing the association. 3. Paid accounting, audit, and other professional fees. 4. Paid for president full-time release from teaching to represent teachers of mpusd. 5. Provided training and resources to support the work of the employee bargaining team.

Operating model

Revenue model
Membership-supported. 89% of the money available for current operations came from membership dues.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 8
  • Transparency & Controls: 82
  • Sustainability: 79
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 11.6%; rating input score 12
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 36.3%; rating input score 87; 87th percentile among comparable filings
  • Total-asset coverage ratio: 3.1; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 32; 32nd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -0.6% per year; rating input score 0; 19th percentile among comparable filings
  • Asset growth: 5% per year; rating input score 100; 45th percentile among comparable filings

Details

  • Where the money goes: 11.6% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 6 filing years from 2010 to 2024
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 12/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 32/100.