Nonprofit · EIN 26-1729713
MONTEREY BAY CHARTER SCHOOL
Tax-exempt · PACIFIC GROVE, CA 93950
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $7,173,872 | $6,816,492 | $357,380 | $4,084,215 | $1,278,354 | $2,805,861 |
| June 30, 2023 | 990 | $7,367,932 | $6,636,772 | $731,160 | $3,893,783 | $1,445,302 | $2,448,481 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $7,156,934
- of which government grants
- $6,696,592
- Program service revenue
- $0
- Investment income
- $16,938
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $170,423
- Other salaries and wages
- $3,385,871
- Salaries, compensation and benefits (total)
- $4,792,751
- Professional fundraising fees
- $0
- Legal fees
- $183,046
- Accounting fees
- $42,364
- Occupancy
- $328,699
- Travel
- $30,257
- Depreciation
- $3,143
- Program services (functional)
- $4,602,144
- Management and general (functional)
- $2,214,348
Balance sheet and other
- Total assets, start of year
- $3,893,783
- Total assets, end of year
- $4,084,215
- Total liabilities, end of year
- $1,278,354
- Net assets, end of year
- $2,805,861
- Land, buildings and equipment
- $1,555,647
- Net assets without donor restrictions
- $2,777,018
- Net assets with donor restrictions
- $28,843
- Gross receipts
- $7,173,872
- Employees
- 131
- Volunteers
- 1,000
- Year formed
- 2007
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESSICA HASTINGS GUZZI | EXECUTIVE DIRECTOR Officer | 40 | $137,646 | $8,052 |
| JAZMIN AMINIAN | EMPLOYEE Highest-paid employee | 40 | $118,736 | $0 |
| TOMISINA BURGESS | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| YHASHIKA LEE | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GRACE CASSERLY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| THOMAS ROGERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LANA ANDRIANOVA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RODRIGO NIETO GOMEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRIS CAPOZZI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROB LASATER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CASSANDRA BRIDGE | EXECUTIVE DIRECTOR Officer | 40 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESSICA HASTINGS GUZZI | DIRECTOR Officer | 40 | $137,646 | $6,979 |
| JAZMIN AMINIAN | HIGHEST COMPENSATED EMPLOYEE Highest-paid employee | 40 | $118,736 | $6,979 |
| CASSANDRA BRIDGE | EXECUTIVE DIRECTOR Officer | 40 | $65,640 | $7,384 |
| TOMISINA BURGESS | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| YHASHIKA LEE | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GRACE CASSERLY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| EVAN HEATH | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LANA ANDRIANOVA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RODRIGO NIETO GOMEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1004 DAVID AVE, PACIFIC GROVE, CA 93950-5443
- In care of
- % DAVID RAY HILL
- Principal officer (990 for 2023)
- JESSICA HASTINGS-GUZZI, 1004-B DAVID AVE, PACIFIC GROVE, CA 93950
- Signed the 990
- JESSICA HASTINGS-GUZZI, EXECUTIVE DIRECTOR
- Phone
- (831) 655-4638
- Website
- WWW.MBAYSCHOOL.ORG
- Return prepared by
- EIDE BAILLY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 26-1729713 or by the name MONTEREY BAY CHARTER SCHOOL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE ORGANIZATION IS A PARTNERSHIP OF DIVERSE AND COMMITTED FAMILIES AND FACULTY PROVIDING A WALDORF-INSPIRED K-8 PUBLIC EDUCATION, WHICH EMPOWERS CHILDREN TO DISCOVER THEIR GIFTS, ENJOY A FULL AND ENDURING CHILDHOOD, AND TO PURSUE LIFELONG LEARNING.
Program accomplishments
- THE ORGANIZATION PROVIDED A WALDORF-INSPIRED EDUCATION THAT IS AVAILABLE TO ANY STUDENT IN MONTEREY COUNTY. THE CHARTER CURRENTLY SERVES 478 STUDENTS IN GRADES K-8.Expenses $4,602,144
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-1729713
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $4,084,215
- Income (IRS master file)
- $7,173,872
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $7,173,872 | $6,816,492 | $4,084,215 | XML |
| 990 | June 2023 | $7,367,932 | $6,636,772 | $3,893,783 | XML |
| 990 | June 2022 | $5,456,229 | $5,933,003 | $3,339,658 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1729713).
Questions about MONTEREY BAY CHARTER SCHOOL
- What is the EIN of MONTEREY BAY CHARTER SCHOOL?
- The employer identification number (EIN) of MONTEREY BAY CHARTER SCHOOL is 26-1729713.
- Is MONTEREY BAY CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to MONTEREY BAY CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTEREY BAY CHARTER SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTEREY BAY CHARTER SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTEREY BAY CHARTER SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who is the principal officer of MONTEREY BAY CHARTER SCHOOL?
- The 990 for the year ended June 30, 2024 names JESSICA HASTINGS-GUZZI.
- Who are the officers and directors of MONTEREY BAY CHARTER SCHOOL?
- The 990 for the year ended June 30, 2024 lists 11 people; 2 received compensation from the organization, the highest $137,646 (JESSICA HASTINGS GUZZI, EXECUTIVE DIRECTOR).
- How much revenue does MONTEREY BAY CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $7,173,872, expenses of $6,816,492 and total assets of $4,084,215 at year end.
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