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Nonprofit · EIN 94-1611664

MONTEREY COUNTY HISTORICAL SOCIETY

Tax-exempt · SALINAS, CA 93912

Financials

$1.2M$247K2022$1.2M$245K2023$1.1M$286K2024
Revenue Expenses · by fiscal year end
Financials of MONTEREY COUNTY HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,141,376$286,042$855,334$6,868,966$0$6,868,966
June 30, 2024990$1,187,998$245,100$942,898$6,009,058$0$6,009,058
June 30, 2023990$1,193,210$246,877$946,333$5,066,160$0$5,066,160
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$331,900
Membership dues
$15,450
Program service revenue
$5,320
Investment income
$803,849
Royalties
$266
Net gain from sales of assets
$719,267
Other revenue
$307

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$50,128
Salaries, compensation and benefits (total)
$54,617
Professional fundraising fees
$0
Legal fees
$4,833
Occupancy
$11,651
Travel
$83
Depreciation
$52,884
Program services (functional)
$286,042

Balance sheet and other

Total assets, start of year
$6,009,058
Total assets, end of year
$6,868,966
Total liabilities, end of year
$0
Net assets, end of year
$6,868,966
Land, buildings and equipment
$1,602,600
Publicly traded securities
$2,644,619
Net assets without donor restrictions
$6,868,966
Gross receipts
$1,748,564
Employees
1
Year formed
1955
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.

NameTitleHours / weekCompensation
ROBERT BAILLIEVICE PRESIDE
Officer
–$0
SUSAN BROWNTREASURER
Officer
–$0
MARCI KRAUSESECRETERY
Officer
–$0
RUBEN MENDOZAPRESIDENT
Officer
–$0
990 for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
ROBERT BAILLIEVICE PRESIDE
Officer
–$0
SUSAN BROWNTREASURER
Officer
–$0
MARCI KRAUSESECRETERY
Officer
–$0
RUBEN MENDOZAPRESIDENT
Officer
–$0
990 for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
ROBERT BAILLIEPRESIDENT
Officer
5$0
MIKE CHASENTREASURER
Officer
10$0
MARCI KRAUSESECRETERY
Officer
5$0
RUBEN MENDOZAVICE PRESIDE
Officer
5$0

Address and contacts

Address (IRS master file)
PO BOX 3576, SALINAS, CA 93912-3576
Principal officer (990 for 2024)
RUBEN MENDOZA, 100 CAMPUS CENTER, SEASIDE, CA 93955
Signed the 990
RUBEN MENDOZA, PRESIDENT
Phone
(831) 214-2525
Return prepared by
THE INCOME STATEMENT

California records

California keeps its own records of charities and corporations. Search them by EIN 94-1611664 or by the name MONTEREY COUNTY HISTORICAL SOCIETY.

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

Mission

TO OBTAIN, COLLECT AND PRESERVE THE HISTORY OF VARIOUS ETHNIC GROUPS OF MONTEREY COUNTY.

990 for the year ended June 30, 2025

Program accomplishments

  • MAINTENANCE OF LARGE COLLECTION OF HISTORICAL ARTIFACTS INCLUDING ORAL AND WRITTEN HISTORIES THAT ARE AVAILABLE TO RESEARCHERS, WITH PUBLIC OUTREACH TO OBTAIN DIFFERENT ETHNIC GROUPS HISTORIES.
    Expenses $286,042

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-1611664
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
1966
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,868,966
Income (IRS master file)
$1,748,564

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,141,376$286,042$6,868,966XML
990June 2024$1,187,998$245,100$6,009,058XML
990June 2023$1,193,210$246,877$5,066,160XML
990June 2022$343,404$181,377$3,749,180IRS
990June 2021–––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 94-1611664).

Questions about MONTEREY COUNTY HISTORICAL SOCIETY

What is the EIN of MONTEREY COUNTY HISTORICAL SOCIETY?
The employer identification number (EIN) of MONTEREY COUNTY HISTORICAL SOCIETY is 94-1611664.
Is MONTEREY COUNTY HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to MONTEREY COUNTY HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTEREY COUNTY HISTORICAL SOCIETY 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 HISTORICAL SOCIETY 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 HISTORICAL SOCIETY 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 HISTORICAL SOCIETY?
The 990 for the year ended June 30, 2025 names RUBEN MENDOZA.
Who are the officers and directors of MONTEREY COUNTY HISTORICAL SOCIETY?
The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does MONTEREY COUNTY HISTORICAL SOCIETY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,141,376, expenses of $286,042 and total assets of $6,868,966 at year end.

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