Nonprofit · EIN 94-1584123
MONTEREY COUNTY SYMPHONY ASSN
Tax-exempt · CARMEL BY THE, CA 93921
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,312,628 | $2,704,239 | $608,389 | $21,166,738 | $290,606 | $20,876,132 |
| June 30, 2024 | 990 | $3,009,358 | $2,703,930 | $305,428 | $20,434,173 | $166,430 | $20,267,743 |
| June 30, 2023 | 990 | $2,951,083 | $2,400,602 | $550,481 | $19,274,284 | $191,957 | $19,082,327 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,448,495
- Program service revenue
- $356,488
- Investment income
- $1,512,468
- Net gain from sales of assets
- $1,177,266
- Net income from fundraising events
- -$4,823
- Other revenue
- -$4,823
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $305,309
- Other salaries and wages
- $934,223
- Salaries, compensation and benefits (total)
- $1,459,359
- Professional fundraising fees
- $0
- Accounting fees
- $22,069
- Occupancy
- $71,325
- Travel
- $126,284
- Program services (functional)
- $1,785,360
- Management and general (functional)
- $694,879
- Fundraising (functional)
- $224,000
Balance sheet and other
- Total assets, start of year
- $20,434,173
- Total assets, end of year
- $21,166,738
- Total liabilities, end of year
- $290,606
- Net assets, end of year
- $20,876,132
- Land, buildings and equipment
- $16,907
- Publicly traded securities
- $12,189,056
- Net assets without donor restrictions
- $290,242
- Net assets with donor restrictions
- $20,585,890
- Gross receipts
- $4,546,253
- Employees
- 234
- Volunteers
- 21
- Year formed
- 1965
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICOLA REILLY | Executive Dir. Officer | 40 | $247,703 |
| Noemi Vera | Operations Dir. Officer | 40 | $90,000 |
| BRUCE LINDSEY | IMM PAST PRES Trustee or director, Officer | 2 | $0 |
| SUSAN BREEN | Director Trustee or director | 1 | $0 |
| CHARLES SCHIMMEL | President Trustee or director, Officer | 2 | $0 |
| JEFFREY WALLACE | Secretary Trustee or director, Officer | 2 | $0 |
| JERYL ABELMANN | Director Trustee or director | 1 | $0 |
| WENDI KIRBY | Director Trustee or director | 1 | $0 |
| ALAN MASON | Director Trustee or director | 1 | $0 |
| MOLLIE HEDGES | Director Trustee or director | 1 | $0 |
| BRENDA MURDOCK | Director Trustee or director | 1 | $0 |
| ELIZABETH LYMAN | Director Trustee or director | 1 | $0 |
| DIANE MALL | Director Trustee or director | 1 | $0 |
| NOELLE MICEK | Director Trustee or director | 1 | $0 |
| MAUREEN SANDERS | Director Trustee or director | 1 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM SHARPE | Director Trustee or director | 1 | $0 |
| PINKIE TERRY | V CHAIR & TREAS Trustee or director, Officer | 2 | $0 |
| JENNY KUAN | Director Trustee or director | 1 | $0 |
| LISA LAPIN | Director Trustee or director | 1 | $0 |
| LEE ROSEN | Director Trustee or director | 1 | $0 |
| NENA MONTGOMERY | Director Trustee or director | 1 | $0 |
| KATHRYN SMITH | Director Trustee or director | 1 | $0 |
| DONN WILKERSON | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NICOLA REILLY | Executive Dir. Officer | 40 | $227,105 | $22,955 |
| Noemi Vera | Operations Dir. Officer | 40 | $85,000 | $0 |
| BRUCE LINDSEY | IMM PAST PRES Trustee or director, Officer | 2 | $0 | $0 |
| SUSAN BREEN | Director Trustee or director | 1 | $0 | $0 |
| CHARLES SCHIMMEL | President Trustee or director, Officer | 2 | $0 | $0 |
| JEFFREY WALLACE | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| JERYL ABELMANN | Director Trustee or director | 1 | $0 | $0 |
| SUSAN BRITTON | RESIGNED 2/24 Trustee or director | 1 | $0 | $0 |
| ALAN MASON | Director Trustee or director | 1 | $0 | $0 |
| MOLLIE HEDGES | Director Trustee or director | 1 | $0 | $0 |
| BRENDA MURDOCK | Director Trustee or director | 1 | $0 | $0 |
| ELIZABETH LYMAN | Director Trustee or director | 1 | $0 | $0 |
| DIANE MALL | Director Trustee or director | 1 | $0 | $0 |
| NOELLE MICEK | Director Trustee or director | 1 | $0 | $0 |
| MAUREEN SANDERS | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM SHARPE | Director Trustee or director | 1 | $0 | $0 |
| PINKIE TERRY | Director Trustee or director | 2 | $0 | $0 |
| MARTIN WOLF | Director Trustee or director | 1 | $0 | $0 |
| DAVID ZACHES | Director Trustee or director | 1 | $0 | $0 |
| LEE ROSEN | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NICOLA REILLY | President & CEO Officer | 40 | $202,258 | $19,629 |
| BRUCE LINDSEY | IMM PAST PRES Trustee or director, Officer | 2 | $0 | $0 |
| PATRICIA YELLICH | Director Trustee or director | 2 | $0 | $0 |
| CHARLES SCHIMMEL | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JEFFREY WALLACE | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| JERYL ABELMANN | Director Trustee or director | 1 | $0 | $0 |
| SUSAN BRITTON | Director Trustee or director | 1 | $0 | $0 |
| ANITA DUNSAY | Director Trustee or director | 1 | $0 | $0 |
| MOLLIE HEDGES | Director Trustee or director | 1 | $0 | $0 |
| MICHAEL HENDRICKSON | Director Trustee or director | 1 | $0 | $0 |
| ELIZABETH LYMAN | Director Trustee or director | 1 | $0 | $0 |
| DIANE MALL | Director Trustee or director | 1 | $0 | $0 |
| NOELLE MICEK | Director Trustee or director | 1 | $0 | $0 |
| MAUREEN SANDERS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM SHARPE | Director Trustee or director | 1 | $0 | $0 |
| PINKIE TERRY | Director Trustee or director | 1 | $0 | $0 |
| MARTIN WOLF | Director Trustee or director | 1 | $0 | $0 |
| DAVID ZACHES | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7130, CARMEL BY THE, CA 93921-7130
- In care of
- % LEO KEECH
- Principal officer (990 for 2024)
- NICOLA REILLY, PO BOX 7130, CARMELBYTHESEA, CA 93921
- Signed the 990
- NICOLA REILLY, President & CEO
- Phone
- (831) 646-8511
- Website
- WWW.MONTEREYSYMPHONY.ORG
- Return prepared by
- McGilloway Ray Brown & Kaufman
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1584123 or by the name MONTEREY COUNTY SYMPHONY ASSN.
- 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
Entertain and engage our community through musical performance and education.
Program accomplishments
- THE SYMPHONY PERFORMS MAJOR WORKS BY GREAT COMPOSERS, LESSER-KNOWN WORKS BY THEM AND THEIR CONTEMPORARIES, WORKS BY LIVING COMPOSERS AND POPULAR MUSIC THAT USES SYMPHONIC INSTRUMENTATION. DURING THE 2024-2025 SEASON 6 CONCERT SETS, WITH A TOTAL OF 12 PERFORMANCES, AT THE SUNSET CENTER IN CARMEL. EACH CONCERT SET INCLUDES 2 PERFORMANCES. THE OUTDOOR POPS CONCERT SERIES FEATURES FAMILY FRIENDLY COMPOSITIONS FROM FILMS, MUSICALS, TV SHOWS AND VARIOUS OTHER TYPES OF MEDIA. THE POPS CONCERT SERIES WAS PRESENTED TWICE AT THE FOREST THEATRE IN CARMEL WITH AN ADDITIONAL PERFORMANCE AT SHERWOOD HALL IN SALINAS. TWO YOUTH CONCERTS WERE PRESENTED AT SHERWOOD HALL IN SALINAS AND TWO MORE WERE PERFORMED AT THE FOREST THEATER IN CARMEL. CHILDREN FROM ALL OVER THE COUNTY WERE INVITED TO WATCH THE MONTEREY SYMPHONY PERFORM COMPOSITIONS FROM POPULAR FILMS, MUSICALS AND TV SHOWS FREE OF CHARGE.Expenses $1,785,360 · revenue $356,488
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 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1584123
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $21,166,738
- Income (IRS master file)
- $4,546,253
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,312,628 | $2,704,239 | $21,166,738 | IRS |
| 990 | June 2024 | $3,009,358 | $2,703,930 | $20,434,173 | IRS |
| 990 | June 2023 | $2,951,083 | $2,400,602 | $19,274,284 | XML |
| 990 | June 2022 | $1,906,795 | $2,013,029 | $18,005,535 | IRS |
| 990 | June 2021 | – | – | – | 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 94-1584123).
Questions about MONTEREY COUNTY SYMPHONY ASSN
- What is the EIN of MONTEREY COUNTY SYMPHONY ASSN?
- The employer identification number (EIN) of MONTEREY COUNTY SYMPHONY ASSN is 94-1584123.
- Is MONTEREY COUNTY SYMPHONY ASSN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to MONTEREY COUNTY SYMPHONY ASSN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTEREY COUNTY SYMPHONY ASSN 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 COUNTY SYMPHONY ASSN 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 COUNTY SYMPHONY ASSN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MONTEREY COUNTY SYMPHONY ASSN?
- The 990 for the year ended June 30, 2025 names NICOLA REILLY.
- Who are the officers and directors of MONTEREY COUNTY SYMPHONY ASSN?
- The 990 for the year ended June 30, 2025 lists 23 people; 2 received compensation from the organization, the highest $247,703 (NICOLA REILLY, Executive Dir.).
- How much revenue does MONTEREY COUNTY SYMPHONY ASSN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,312,628, expenses of $2,704,239 and total assets of $21,166,738 at year end.
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