Montgomery Village Foundation Inc
Public records raise at least one point you should look into before giving.
What it says it does
MONTGOMERY VILLAGE FOUNDATION, INC. (THE FOUNDATION), A NON-PROFIT MEMBERSHIP CORPORATION, WAS FORMED FOR THE PRESERVATION, PROTECTION, AND ENHANCEMENT OF THE VALUES AND AMENITIES IN MONTGOMERY VILLAGE, A PLANNED COMMUNITY. THE FOUNDATION HAS BEEN DELEGATED AND ASSIGNED THE POWERS OF OWNING, MAINTAINING, AND ADMINISTERING THE COMMON PROPERTIES AND FACILITIES, ADMINISTERING AND ENFORCING THE COVENANTS AND RESTRICTIONS, AND COLLECTING AND DISBURSING THE ASSESSMENTS AND CHARGES CREATED BY COVENANTS. MEMBERSHIP IN THE FOUNDATION IS AUTOMATIC WITH THE PURCHASE OF A DWELLINGUNIT IN MONTGOMERY VILLAGE.
- Income
- $11.3 million
- Spending
- $9.7 million
- Employees
- 291
- Volunteers
- 52
- Highest pay
- $231,166, executive vp
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (4)
- $4.2 million spent. DESIGNATED USER FACILITIES FUND - PROVIDES FOR THE OPERATION AND MAINTENANCE OF THE COMMUNITY CENTERS, POOLS, AND TENNIS COURTS OWNED BY THE FOUNDATION. ASSESSMENTS ARE LEVIED ONLY ON MEMBERS WHO ARE DESIGNATED TO USE THE FACILITIES.
- $2.1 million spent. MONTGOMERY VILLAGE FOUNDATION FUND - PROVIDES FOR THE GENERAL GOVERNANCE, OPERATION, AND MAINTENANCE OF COMMON PROPERTIES (PARKS AND LAKES), ARCHITECTURAL STANDARDS, AND COMMUNICATIONS. ASSESSMENTS ARE LEVIED ON ALL MEMBERS OF THE FOUNDATION TO SUPPORT THIS FUNCTION.
- $1.1 million spent. COMMUNITY MANAGEMENT FUND - PROVIDES MANAGEMENT SERVICES, AT COST, TO THE HOMES CORPORATIONS AND CONDOMINIUM ASSOCIATIONS WITHIN MONTGOMERY VILLAGE THAT CONTRACT FOR THE SERVICE. REVENUE IS GENERATED FROM THE USERS OF THIS FUNCTION.
- $912,060 spent. OTHER PROGRAMS - INCLUDES USER FEE PROGRAMS, POPLAR SPRING, RESERVES, AND INVESTMENT IN FIXED ASSETS.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(4) social welfare organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(4) social welfare organization as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since November 1968.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.