Caroline & Roxanna Montrose Educational Foundation
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
Caroline & Roxanna Montrose Educational Foundation is a 501(c)(3) organization based in Los Altos, California, registered in 1975, with $33,032 in FY2024 revenue. CharityIndex grades it D.
Po Box 1622, Los Altos, CA, 94023 EIN 23-7411509 Since 1975
Revenue (FY2024)
$33K
▼ 1.9% vs prior year
Expenses (FY2024)
$45K
Net assets
$405K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Caroline & Roxanna Montrose Educational Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating107 mo reserves · -37% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Caroline & Roxanna Montrose Educational Foundation: 107 mo reserves · -37% margin earns a D on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Caroline & Roxanna Montrose Educational Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Caroline & Roxanna Montrose Educational Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 1622, Los Altos, CA, 94023
- City
- Los Altos
- State
- California
- Category
- —
- Subcategory
- —
Financial trends
Revenue grew from $8,485 (FY2013) to $33K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $1,540Net assets $405K
Operating margin
-36.8%
Spent more than it raised in the latest fiscal year.
Total assets
$406K
Total liabilities
$1,540
Net assets
$405K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $33,032▼1.9% | $45,179▼40.2% | $404,664▼2.9% | $406,204▼2.9% | 990PF |
| 2023 | $33,685▼6.7% | $75,611▼21.9% | $416,811▼9.1% | $418,352▼9.1% | 990PF |
| 2022 | $36,085▲106% | $96,855▼22.1% | $458,737▼11.7% | $460,262▼11.5% | 990PF |
| 2021 | $17,483▼56.1% | $124,347▼1.9% | $519,507▼12.2% | $519,995▼12.2% | 990PF |
| 2020 | $39,856▼58.2% | $126,716▼20.4% | $591,772▼12.8% | $592,288▼13.1% | 990PF |
| 2019 | $95,319▲165% | $159,270▼4.7% | $678,632▼8.6% | $681,473▼8.4% | 990PF |
| 2018 | $36,001▼67.2% | $167,065▼2.2% | $742,583▼15.0% | $744,147▼15.0% | 990PF |
| 2017 | $109,738▼13.4% | $170,752▼12.1% | $873,647▼6.5% | $875,225▼6.7% | 990PF |
| 2016 | $126,721▲23.7% | $194,273▲11.1% | $934,661▼6.7% | $937,730▼6.6% | 990PF |
| 2015 | $102,436▲37.7% | $174,906▲26.0% | $1,002,213▼6.7% | $1,003,857▼6.7% | 990PF |
| 2014 | $74,365▲776% | $138,769▼0.9% | $1,074,683▼5.7% | $1,075,790▼5.6% | 990PF |
| 2013 | $8,485 | $140,075▲4.0% | $1,139,087▼10.4% | $1,140,200▼10.3% | 990PF |
| 2012 | — | $134,634▲9.5% | $1,270,677▼2.6% | $1,271,790▼2.6% | 990PF |
| 2011 | — | $123,002 | $1,304,702 | $1,305,512 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Caroline & Roxanna Montrose Educational Foundation a legitimate nonprofit?
- Yes. Caroline & Roxanna Montrose Educational Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 23-7411509, based in Los Altos, California. Donations are tax-deductible.
- What is Caroline & Roxanna Montrose Educational Foundation's EIN?
- Caroline & Roxanna Montrose Educational Foundation's Employer Identification Number (EIN) is 23-7411509.
- How much revenue does Caroline & Roxanna Montrose Educational Foundation report?
- Caroline & Roxanna Montrose Educational Foundation reported $33,032 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Caroline & Roxanna Montrose Educational Foundation have?
- CharityIndex grades Caroline & Roxanna Montrose Educational Foundation D, based on financial health (reserves and operating margin).
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Data for Caroline & Roxanna Montrose Educational Foundation (EIN 23-7411509) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.