Montalvo Association
EIN 941249283 · CA · 501(c)03
The organisation
- 15400 MONTALVO RD, SARATOGA, CA, 95070-6327, CA 95070-6327
- Classified purpose: Arts, Culture & Humanities
- Size band: 8
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Board at a glance
Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 30 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
Renewal outlook
Medium-priority approach observed from annual filings
- 10 board members were on the previous filing but not the latest one - several seats appear to have opened.
- Mid-size organisation (revenue $8.2m).
A computed likelihood from the observed filing history and filed revenue. It is not a confirmed vacancy, and this edition never states that a nonprofit is recruiting. "Departures" mean a board member was on the previous filing but not the latest one, which usually means a seat opened but can also mean they were simply not listed that year.
Filed finances
| Tax year | Total revenue | Total expenses |
|---|---|---|
| 2023 | $8.2m | $7.4m |
As filed on the IRS Form 990.
The board (directors and trustees)
| Name | Title as filed | On the filings |
|---|---|---|
| Alejandro Aguilar | TRUSTEE | on filings since 2023 (at least 1y) |
| April Sakara-Gilley | TRUSTEE | on filings since 2023 (at least 1y) |
| Barbara Kilburn | BOARD TREASURER | on filings since 2020 (at least 4y) |
| Barry Ariko | TRUSTEE (LIFETIME) | on filings since 2018 (at least 6y) |
| Barry Fernald | TRUSTEE | on filings since 2020 (at least 4y) |
| Charmaine Warmenhoven | TRUSTEE (LIFETIME) | on filings since 2018 (at least 6y) |
| Chris Gomo | BOARD SECRETARY | on filings since 2020 (at least 4y) |
| Darby Siempelkamp | TRUSTEE | on filings since 2023 (at least 1y) |
| Daric Jackson | TRUSTEE | on filings since 2022 (at least 2y) |
| David M Sacarelos (also filed as David Sacarelos) | TRUSTEE | on filings since 2020 (at least 4y) |
| Gilbert Vendryes | TRUSTEE | on filings since 2022 (at least 2y) |
| Jean Elliott | TRUSTEE | first appears 2024 |
| Jeff Sobrato | TRUSTEE | on filings since 2020 (at least 4y) |
| Jill Conner | TRUSTEE | on filings since 2022 (at least 2y) |
| John Wunderling | TRUSTEE | on filings since 2023 (at least 1y) |
| Judy Marcus | TRUSTEE (LIFETIME) | first appears 2024 |
| Laura Engdahl | TRUSTEE | on filings since 2022 (at least 2y) |
| Lorena Perez-Rockwood | TRUSTEE | on filings since 2022 (at least 2y) |
| Lucy LI | TRUSTEE | first appears 2024 |
| Marcia Hansen | TRUSTEE | on filings since 2020 (at least 4y) |
| Mary Cate Bernal | TRUSTEE | on filings since 2023 (at least 1y) |
| Paul Conrado | BOARD PRESIDENT | on filings since 2018 (at least 6y) |
| RAY Montalvo | TRUSTEE | first appears 2024 |
| Roger Smullen | PRESIDENT-ELECT | on filings since 2020 (at least 4y) |
| RON Sege | TRUSTEE | on filings since 2021 (at least 3y) |
| Sally Lucas | TRUSTEE (LIFETIME) | on filings since 2018 (at least 6y) |
| Sally SHI | TRUSTEE | on filings since 2023 (at least 1y) |
| Scott Mcdonald | TRUSTEE | on filings since 2022 (at least 2y) |
| Subodh Gupta | TRUSTEE | on filings since 2022 (at least 2y) |
| TOM Larkins | TRUSTEE | on filings since 2023 (at least 1y) |
The board is the directors and trustees named in Part VII of the organisation's annual IRS Form 990; officers and senior staff are listed separately below, not counted as board. The IRS files no appointment date, so tenure here is observed from how many years a person appears on the filings - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Officers and senior leadership
Named in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
| Name | Title as filed | On the filings |
|---|---|---|
| Angela Mcconnell | EXECUTIVE DIRECTOR | since 2018 |
| Christa Stiner | CHIEF FINANCIAL OFFICER | since 2018 |
| Emma Moon | DEVELOPMENT DIRECTOR | since 2018 |
| Kelly Hudson | MANAGING DIRECTOR | since 2018 |
| Kelly Sicat | DIRECTOR, ARTISTS RESIDENCY | since 2018 |
| LEE ANN Payne | CHIEF FINANCIAL OFFICER | 2024 |