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Nonprofit · EIN 94-2298681

GREY BEARS

Tax-exempt · SANTA CRUZ, CA 95065

Financials

$8.3M$8.6M2023$9.5M$9.3M2024
Revenue Expenses · by fiscal year end
Financials of GREY BEARS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990 (amended)$9,537,653$9,295,104$242,549$11,658,482$3,146,768$8,511,714
June 30, 2024990$8,319,155$8,568,063-$248,908$11,274,881$3,188,710$8,086,171
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$6,724,048
of which government grants
$122,458
Membership dues
$127,204
Program service revenue
$855,460
Investment income
$160,598
Net rental income
$133,849
Net gain from sales of assets
$70,008
Net income from sales of inventory
$1,559,336
Other revenue
$1,797,547

Expenses

Grants and similar amounts paid
$5,093,851
Compensation of officers, directors and key employees
$258,911
Other salaries and wages
$1,828,900
Salaries, compensation and benefits (total)
$2,431,809
Professional fundraising fees
$0
Accounting fees
$150,034
Travel
$33,939
Depreciation
$134,427
Program services (functional)
$8,582,645
Management and general (functional)
$592,878
Fundraising (functional)
$119,581

Balance sheet and other

Total assets, start of year
$11,274,881
Total assets, end of year
$11,658,482
Total liabilities, end of year
$3,146,768
Net assets, end of year
$8,511,714
Land, buildings and equipment
$7,117,968
Publicly traded securities
$3,223,144
Net assets without donor restrictions
$8,411,689
Net assets with donor restrictions
$100,025
Gross unrelated business income
$19,453
Gross receipts
$11,483,998
Employees
68
Volunteers
850
Year formed
1975
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
JENNIFER MERCHANTExecutive Dir.
Officer
40$174,916
LISA NOBLEACCT. MANAGER
Officer
40$83,995
MARSHALL DELKDirector
Trustee or director
2$0
JOHN PRESLEIGHDirector
Trustee or director
2$0
JACOB GUTHDirector
Trustee or director
2$0
JUDITH LEVINDirector
Trustee or director
2$0
LESLIE O'MALLEYVice Chair
Trustee or director, Officer
2$0
SATISH RISHIDirector
Trustee or director
2$0
RICHARD BEACHDirector
Trustee or director
2$0
KATHY HORMELSecretary
Trustee or director, Officer
2$0
ADELINE DAVISDirector
Trustee or director
2$0
THOMAS PARKERTreasurer
Trustee or director, Officer
2$0
BETSEY LYNBERGChair
Trustee or director, Officer
0$0
MICHAEL WATKINSDirector
Trustee or director
0$0
990 for the year ended June 30, 2024: 16 people
NameTitleHours / weekCompensation
JENNIFER MERCHANTExecutive Dir.
Officer
40$161,898
LISA NOBLEACCT. MANAGER
Officer
40$103,344
RACHAEL KATZSecretary
Trustee or director, Officer
8$0
REED GEISREITERTreasurer
Trustee or director, Officer
2$0
JOHN PRESLEIGHDirector
Trustee or director
2$0
PAMELA B GOODMANPresident
Trustee or director, Officer
2$0
JOE JACONETTEDirector
Trustee or director
2$0
LESLIE O'MALLEYDirector
Trustee or director
2$0
RITA HESTERDirector
Trustee or director
2$0
RICHARD BEACHDirector
Trustee or director
2$0
KEITH COLLINSDirector
Trustee or director
2$0
KATHY HORMELDirector
Trustee or director
2$0
ADELINE DAVISDirector
Trustee or director
2$0
THOMAS PARKERDirector
Trustee or director
2$0
BETSEY LYNBERGDirector
Trustee or director, Officer
0$0
MICHAEL WATKINSDirector
Trustee or director
0$0

Address and contacts

Address (IRS master file)
2710 CHANTICLEER AVE, SANTA CRUZ, CA 95065-1812
Principal officer (990 for 2024)
JENNIFER MERCHANT, 2710 CHANTICLEER AVENUE, SANTA CRUZ, CA 95065
Signed the 990
JENNIFER MERCHANT, EXEC DIRECTOR
Phone
(831) 479-1055
Return prepared by
Walters & Kondrasheff CPAs

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2298681 or by the name GREY BEARS.

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

Mission

GREY BEARS IMPROVES THE HEALTH AND WELLBEING OF SENIORS THROUGH VOLUNTEERISM AND COMMUNITY PARTICIPATION.

990 for the year ended June 30, 2025

Program accomplishments

  • USING FINANCIAL SUPPORT OF GENERAL PUBLIC AND SEVERAL GOVERNMENT AGENCIES, REVENUES GENERATED BY ITS RECYCLING PROGRAMS, AND SALES REVENUE OF DONATED ITEMS IN ITS THRIFT SHOP, THE ORGANIZATION PROVIDED OVER 2 MILLION POUNDS OF FOOD TO SENIOR CITIZENS OF SANTA CRUZ COUNTY.
    Expenses $8,582,645 · grants $5,093,851

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
94-2298681
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
1976
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P81Z)
Assets (IRS master file)
$11,658,482
Income (IRS master file)
$11,483,998

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$9,537,653$9,295,104$11,658,482XML
990-TJune 2025–––IRS
990June 2024$8,319,155$8,568,063$11,274,881XML
990-TJune 2024–––IRS
990June 2023$8,184,695$7,903,166$8,694,207IRS
990June 2022$8,587,321$7,546,662$8,120,085IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 94-2298681).

Questions about GREY BEARS

What is the EIN of GREY BEARS?
The employer identification number (EIN) of GREY BEARS is 94-2298681.
Is GREY BEARS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to GREY BEARS tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GREY BEARS 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 GREY BEARS 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 GREY BEARS 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 GREY BEARS?
The 990 for the year ended June 30, 2025 names JENNIFER MERCHANT.
Who are the officers and directors of GREY BEARS?
The 990 for the year ended June 30, 2025 lists 14 people; 2 received compensation from the organization, the highest $174,916 (JENNIFER MERCHANT, Executive Dir.).
How much revenue does GREY BEARS have?
On its 990 for the year ended June 30, 2025 it reported revenue of $9,537,653, expenses of $9,295,104 and total assets of $11,658,482 at year end.

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