Monte Vista Historical Association

Analysis

Monte Vista Historical Association is a registered charity in United States, based in San Antonio, TX. It received its IRS tax-exemption ruling in April 1975, 51 years ago. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Monte Vista Historical Association reported income of $162k and spending of $82k, leaving 49% of income unspent that year. Across the 2 years on record, from December 2022 to December 2023, income grew from $76k to $162k (+112%), an average of +112% a year. The sharpest change came in the year to December 2023, when income rose by 112%. Over the whole period it spent 66% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Monte Vista Historical Association sits at the 48th percentile: it is larger than about 48% of them. Against every charity in United States with reported income it ranks in the 49th percentile, and in the 53rd percentile within TX. Charities of a similar size with the same main cause include Historic Naval Ships Association Inc ($162k), District 1 Community Council ($162k) and Neptunian Womans Club of Manhattan Beach ($161k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 24% and program service revenue 16% of the total. Compensation of current officers, directors and key employees was $20k (25% of expenses). At year end it held assets of $206k against liabilities of $0, net assets of $206k.