Nonprofit · EIN 77-0272102
MONTEREY BAY EQUESTRIANS
Tax-exempt · MORGAN HILL, CA 95037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $149,922 | $146,325 | $3,597 | $39,619 | – | $39,619 |
| December 31, 2024 | 990-EZ | $137,603 | $138,196 | -$593 | $36,022 | – | $36,022 |
| December 31, 2023 | 990-EZ | $30,001 | $21,806 | $8,195 | $36,615 | – | $36,615 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $137,512
- Membership dues
- $12,410
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $725
- Printing, publications and postage
- $593
- Other expenses
- $145,007
Balance sheet and other
- Total assets, start of year
- $36,022
- Total assets, end of year
- $39,619
- Total liabilities, end of year
- –
- Net assets, end of year
- $39,619
- Cash, savings and investments
- $39,619
- Gross receipts
- $149,922
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TONI WHEDON | President | 0 | $0 |
| CAROLYN TUCKER | Secretary | 0 | $0 |
| KAREN MORGAN | CFO | 0 | $0 |
| SUNDAY MINNICH | Treasurer | 0 | $0 |
| KATHY MADLEM | Vice President | 0 | $0 |
990-EZ for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TONI WHEDON | President | 0 | $0 |
| CAROLYN TUCKER | Secretary | 0 | $0 |
| KAREN MORGAN | CFO | 0 | $0 |
| SUNDAY MINNICH | Treasurer | 0 | $0 |
| KATHY MADLEM | Vice President | 0 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUNDAY MINNICH | President | 0 | $0 |
| CAROLYN TUCKER | Secretary | 0 | $0 |
| KAREN MORGAN | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 13555 SPRING VALLEY RD, MORGAN HILL, CA 95037-9492
- In care of
- % KAREN MORGAN
- Mailing address (990-N for 2021)
- 13555 Spring Valley Rd, Morgan Hill CA 95037
- Principal officer (990-N for 2021)
- Karen Morgan, 13555 Spring Valley Rd, Morgan Hill CA 95037
- Signed the 990-EZ
- KAREN MORGAN, CFO
- Phone
- (408) 203-5730
- Website
- montereybayequestrians.org
- Return prepared by
- EZ Tax
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0272102 or by the name MONTEREY BAY EQUESTRIANS.
- 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 promote horsemanship through social activities
Program accomplishments
- To promote horsemanship through activities with no monetary gain
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-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 77-0272102
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $39,619
- Income (IRS master file)
- $149,922
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $149,922 | $146,325 | $39,619 | XML |
| 990-EZ | December 2024 | $137,603 | $138,196 | $36,022 | XML |
| 990-EZ | December 2023 | $30,001 | $21,806 | $36,615 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-N for 2021 Officer: Karen Morgan | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: Carl Pinto | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 77-0272102).
Questions about MONTEREY BAY EQUESTRIANS
- What is the EIN of MONTEREY BAY EQUESTRIANS?
- The employer identification number (EIN) of MONTEREY BAY EQUESTRIANS is 77-0272102.
- Is MONTEREY BAY EQUESTRIANS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1992.
- Are donations to MONTEREY BAY EQUESTRIANS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTEREY BAY EQUESTRIANS 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 EQUESTRIANS 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 BAY EQUESTRIANS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of MONTEREY BAY EQUESTRIANS?
- The 990-N for 2021 names Karen Morgan.
- Who are the officers and directors of MONTEREY BAY EQUESTRIANS?
- The 990-EZ for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MONTEREY BAY EQUESTRIANS have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $149,922, expenses of $146,325 and total assets of $39,619 at year end.
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