Skip to main content

Nonprofit · EIN 94-1434628

CARMEL BACH FESTIVAL INC

Tax-exempt · CARMEL, CA 93921

Financials

$1.9M$3.2M2023$2.7M$3.6M2024
Revenue Expenses · by fiscal year end
Financials of CARMEL BACH FESTIVAL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,686,106$3,595,469-$909,363$821,939$153,820$668,119
December 31, 2023990 (amended)$1,940,715$3,242,675-$1,301,960$843,914$244,148$599,766
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,905,116
Program service revenue
$656,344
Investment income
-$964
Net income from fundraising events
$113,297
Net income from gaming
$12,313
Other revenue
$125,610

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$118,091
Other salaries and wages
$1,755,058
Salaries, compensation and benefits (total)
$2,158,285
Professional fundraising fees
$0
Legal fees
$5,055
Accounting fees
$14,156
Occupancy
$54,972
Program services (functional)
$2,777,320
Management and general (functional)
$479,117
Fundraising (functional)
$339,032

Balance sheet and other

Total assets, start of year
$817,962
Total assets, end of year
$821,939
Total liabilities, end of year
$153,820
Net assets, end of year
$668,119
Land, buildings and equipment
$35,363
Net assets without donor restrictions
$519,594
Net assets with donor restrictions
$148,525
Gross receipts
$2,773,239
Employees
150
Volunteers
158
Year formed
1961
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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Nathan LutzExec Director
Officer
40$118,091
Cyril YansouniPresident
Trustee or director, Officer
2$0
Sandie Borthwick1st Vice Pres.
Trustee or director, Officer
2$0
Cristofer Cabanillas2nd Vice Pres.
Trustee or director, Officer
2$0
Leslie MulfordSecretary
Trustee or director, Officer
2$0
Patricia EastmanTreasurer
Trustee or director, Officer
2$0
Bob AxleyDirector
Trustee or director
2$0
Susan BjerreDirector
Trustee or director
2$0
Juanita ColeDirector
Trustee or director
2$0
Anne CardoneDirector
Trustee or director
2$0
Alan CarlsonDirector
Trustee or director
2$0
Lena ClarkDirector
Trustee or director
2$0
Dan CoopermanDirector
Trustee or director
2$0
Ben J HeinrichDirector
Trustee or director
2$0
Jeanne RudigerDirector
Trustee or director
2$0
6 more people on this return
NameTitleHours / weekCompensation
Constance Irish-HessDirector
Trustee or director
2$0
Christine KempDirector
Trustee or director
2$0
Susan LansburyDirector
Trustee or director
2$0
Eduardo OchoaDirector
Trustee or director
2$0
Melanie SilvaDirector
Trustee or director
2$0
Tim SmuckerDirector
Trustee or director
2$0
990 for the year ended December 31, 2023: 21 people
NameTitleHours / weekCompensation
Steve FriedlanderExec Director
Officer
40$152,432
Cyril YansouniPresident
Trustee or director, Officer
2$0
Sandie Borthwick1st Vice Pres.
Trustee or director, Officer
2$0
Cristofer Cabanillas2nd Vice Pres.
Trustee or director, Officer
2$0
Leslie MulfordSecretary
Trustee or director, Officer
2$0
Patricia EastmanTreasurer
Trustee or director, Officer
2$0
Bob AxleyDirector
Trustee or director
2$0
Susan BjerreDirector
Trustee or director
2$0
Juanita ColeDirector
Trustee or director
2$0
Anne CardoneDirector
Trustee or director
2$0
Alan CarlsonDirector
Trustee or director
2$0
Lena ClarkDirector
Trustee or director
2$0
Dan CoopermanDirector
Trustee or director
2$0
Ben J HeinrichDirector
Trustee or director
2$0
John Young1st Vice Pres
Trustee or director
2$0
Constance Irish-HessDirector
Trustee or director
2$0
Christine KempDirector
Trustee or director
2$0
Susan LansburyDirector
Trustee or director
2$0
Eduardo OchoaDirector
Trustee or director
2$0
Melanie SilvaDirector
Trustee or director
2$0
Tim SmuckerDirector
Trustee or director
2$0

Address and contacts

Address (IRS master file)
PO BOX 575, CARMEL, CA 93921-0575
Principal officer (990 for 2024)
Sandie Borthwick, PO Box 575, Carmel, CA 93921
Signed the 990
Nathan Lutz, Executive Director
Phone
(831) 624-1521
Return prepared by
REGALIA BERGER & BERGER CPAS

California records

California keeps its own records of charities and corporations. Search them by EIN 94-1434628 or by the name CARMEL BACH FESTIVAL INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

Carmel Bach Festival offers innovative artistic programming across all concerts, off-season activities to expand access outside Carmel and the Monterey Peninsula, and is taking strategic risks to cultivate younger and more diverse participants.

990 for the year ended December 31, 2024

Program accomplishments

  • The Carmel Bach Festival celebrates the works, inspiration and ongoing influence of Johann Sebastian Bach worldwide by immersing audiences in a festival experience integrating music, education and ideas.The Carmel Bach Festival is recognized as a world class festival of music and ideas inspired by the historical and ongoing influence of Johann Sebastian Bach. Transcending the traditional boundaries of performance and presentation, the Carmel Bach Festival provides fresh contexts of relevance that enable listeners to experience beauty and wonder, sparking the imagination, stimulating conversation, and enriching lives in unpredictable ways.
    Expenses $2,777,320 · revenue $656,344
  • The Festivals programming is shaped within a multi-disciplinary framework that intersects its primary musical focus with the worlds of science, religion, literature and art, and with other performance genres, celebrating the inherent opportunities to educate, enrich, and inspire.The Carmel Bach Festival re-connects with Carmels roots as a hotbed of social culture and a world famous art colony that was host to writers, poets, artists, and musicians.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-1434628
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
1961
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$821,939
Income (IRS master file)
$2,773,239

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,686,106$3,595,469$821,939IRS
990-TDecember 2024–––IRS
990December 2023$1,940,715$3,242,675$843,914XML
990-TDecember 2023–––IRS
990December 2022$2,641,760$2,948,684$1,130,862IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 2017–––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 94-1434628).

Questions about CARMEL BACH FESTIVAL INC

What is the EIN of CARMEL BACH FESTIVAL INC?
The employer identification number (EIN) of CARMEL BACH FESTIVAL INC is 94-1434628.
Is CARMEL BACH FESTIVAL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
Are donations to CARMEL BACH FESTIVAL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CARMEL BACH FESTIVAL INC 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 CARMEL BACH FESTIVAL INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARMEL BACH FESTIVAL INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CARMEL BACH FESTIVAL INC?
The 990 for the year ended December 31, 2024 names Sandie Borthwick.
Who are the officers and directors of CARMEL BACH FESTIVAL INC?
The 990 for the year ended December 31, 2024 lists 21 people; 1 received compensation from the organization, the highest $118,091 (Nathan Lutz, Exec Director).
How much revenue does CARMEL BACH FESTIVAL INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,686,106, expenses of $3,595,469 and total assets of $821,939 at year end.

Other nonprofits in CARMEL

All nonprofits in CARMEL · California · Arts, culture and humanities