Nonprofit · EIN 51-0139529
MONTEREY STATE HISTORIC PARK ASSOCIATION
Tax-exempt · MONTEREY, CA 93942
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $151,590 | $104,564 | $47,026 | $232,430 | $26,121 | $206,309 |
| December 31, 2024 | 990 | $110,624 | $95,003 | $15,621 | $176,127 | $16,844 | $159,283 |
| December 31, 2023 | 990 | $328,518 | $676,310 | -$347,792 | $152,872 | $9,210 | $143,662 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $41,615
- of which government grants
- $15,000
- Membership dues
- $3,527
- Program service revenue
- $60,872
- Investment income
- $503
- Net income from sales of inventory
- $48,600
- Other revenue
- $48,600
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,250
- Program services (functional)
- $91,824
- Management and general (functional)
- $9,816
- Fundraising (functional)
- $2,924
Balance sheet and other
- Total assets, start of year
- $176,127
- Total assets, end of year
- $232,430
- Total liabilities, end of year
- $26,121
- Net assets, end of year
- $206,309
- Net assets without donor restrictions
- $206,309
- Gross receipts
- $189,885
- Employees
- 1
- Year formed
- 2006
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN EDWARDS | TRUSTEE Trustee or director | – | $0 |
| LEE HENDERSON | PAST PRESIDE Trustee or director, Officer | – | $0 |
| TOM NABOZNY | TRUSTEE Trustee or director | – | $0 |
| JASON REED | TREASURER Trustee or director, Officer | – | $0 |
| MARIA SCHOETTLER | TRUSTEE Trustee or director | – | $0 |
| MIMI SHERIDAN | VICE PRESIDE Trustee or director, Officer | – | $0 |
| NICOLETTE EASON TROTTIER | PRESIDENT Trustee or director, Officer | – | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN EDWARDS | TRUSTEE Trustee or director | – | $0 |
| LEE HENDERSON | PAST PRESIDE Trustee or director, Officer | – | $0 |
| TOM NABOZNY | TRUSTEE Trustee or director | – | $0 |
| JASON REED | TREASURER Trustee or director, Officer | – | $0 |
| MARIA SCHOETTLER | TRUSTEE Trustee or director | – | $0 |
| MIMI SHERIDAN | VICE PRESIDE Trustee or director, Officer | – | $0 |
| NICOLETTE EASON TROTTIER | PRESIDENT Trustee or director, Officer | – | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICOLETTE EASON-TROTTIER | VICE PRESIDE Trustee or director, Officer | – | $0 |
| LEE HENDERSON | PRESIDENT Trustee or director, Officer | – | $0 |
| JASON REED | TREASURER Trustee or director, Officer | – | $0 |
| MIMI SHERIDAN | SECRETARY Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2751, MONTEREY, CA 93942-2751
- Principal officer (990 for 2025)
- LEE HENDERSON
- Signed the 990
- JASON REED, TREASURER
- Phone
- (831) 649-7111
- Website
- WWW.MSHPA.ORG
- Return prepared by
- CAL ACCOUNTING PC
California records
California keeps its own records of charities and corporations. Search them by EIN 51-0139529 or by the name MONTEREY STATE HISTORIC PARK ASSOCIATION.
- 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
TO SUPPORT INTERPRETATION, EDUCATIONAL PROGRAMS, AND SPECIAL EVENTS AT MONTEREY STATE HISTORIC PARK, MONTEREY CALIFORNIA. THE ASSOCIATION ASSISTS CALIFORNIA STATE PARKS BY RAISING FUNDS TO BE USED BY THE MONTEREY STATE HISTORIC PARK AND BY ASSISTING IN RECRUITING VOLUNTEER GUIDES/INTERPRETERS.
Program accomplishments
- THE ORGANIZATION MAINTAINS MUSEUM STORES THAT ARE LOCATED IN STATE HISTORIC BUILDINGS. THE STORES SELL MERCHANDISE FOR THE PURPOSE OF AMPLIFYING AND SUPPORTING THE INFORMATION PROVIDED BY THE STATE PARK IN THEIR PUBLIC OUTREACH PROGRAMS.Expenses $71,814
- PROVIDED SUBSTANTIAL MARKETING, LOGISTICAL AND VOLUNTEER SUPPORT TO THE CHRISTMAS IN THE ADOBES (CITA) PROGRAM DELIVERED IN STATE PARK PROPERTIES.Expenses $20,010
- CONTINUED WORK ON RESTORATION OF FIRST THEATER AND RELATED PROGRAMS.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 51-0139529
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $232,430
- Income (IRS master file)
- $189,885
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $151,590 | $104,564 | $232,430 | XML |
| 990 | December 2024 | $110,624 | $95,003 | $176,127 | XML |
| 990 | December 2023 | $328,518 | $676,310 | $152,872 | XML |
| 990 | December 2022 | $111,680 | $89,497 | $503,026 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 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 51-0139529).
Questions about MONTEREY STATE HISTORIC PARK ASSOCIATION
- What is the EIN of MONTEREY STATE HISTORIC PARK ASSOCIATION?
- The employer identification number (EIN) of MONTEREY STATE HISTORIC PARK ASSOCIATION is 51-0139529.
- Is MONTEREY STATE HISTORIC PARK ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to MONTEREY STATE HISTORIC PARK ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTEREY STATE HISTORIC PARK ASSOCIATION 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 STATE HISTORIC PARK ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTEREY STATE HISTORIC PARK ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MONTEREY STATE HISTORIC PARK ASSOCIATION?
- The 990 for the year ended December 31, 2025 names LEE HENDERSON.
- Who are the officers and directors of MONTEREY STATE HISTORIC PARK ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does MONTEREY STATE HISTORIC PARK ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $151,590, expenses of $104,564 and total assets of $232,430 at year end.
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