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Nonprofit · EIN 94-2397544

MONTEREY AUDUBON SOCIETY

Tax-exempt · CARMEL, CA 93921

Financials

$181K$118K2023$209K$155K2024
Revenue Expenses · by fiscal year end
Financials of MONTEREY AUDUBON SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$208,868$155,157$53,711$439,827$0$439,827
June 30, 2024990$180,523$118,068$62,455$403,078$0$403,078
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$151,606
Program service revenue
$0
Investment income
$57,262
Net gain from sales of assets
$33,910
Other revenue
$0

Expenses

Grants and similar amounts paid
$9,502
Compensation of officers, directors and key employees
$57,270
Salaries, compensation and benefits (total)
$81,756
Professional fundraising fees
$0
Accounting fees
$6,876
Travel
$585
Program services (functional)
$78,030
Management and general (functional)
$47,271
Fundraising (functional)
$29,856

Balance sheet and other

Total assets, start of year
$403,078
Total assets, end of year
$439,827
Total liabilities, end of year
$0
Net assets, end of year
$439,827
Publicly traded securities
$355,520
Net assets without donor restrictions
$439,827
Gross receipts
$291,697
Employees
2
Volunteers
25
Year formed
1942
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
AMANDA PREECECONSERVATION COMMITTEE CHAIR
Trustee or director
1.5$32,083
SHANNON SIMPSONEXECUTIVE DIRECTOR
Officer
40$27,221
BLAKE MATHESONPRESIDENT
Trustee or director, Officer
4$0
FRED HOCHSTAEDTERTREASURER
Trustee or director, Officer
3$0
JAN LOOMISSECRETARY
Trustee or director, Officer
1$0
PAMELA COLEFUNDRAISING
Trustee or director
2$0
CAROL GREENSTREETMARKETING AND PUBLIC RELATIONS
Trustee or director
1.5$0
TAYLOR HONRATHDEVELOPMENT & DONATIONS
Trustee or director
1$0
KAI RUSSELLFIELD TRIP CHAIR
Trustee or director
1.5$0
JAN SCOTTMEMBERSHIP, SCHOLARSHIPS, & HOSPITALITY
Trustee or director
1.5$0
ROBERT HORNTREASURER (THRU DEC 2024)
Officer
5$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
BLAKE MATHESONPRESIDENT
Trustee or director, Officer
10$0
SHAWN WAGONERVICE PRESIDENT
Trustee or director, Officer
5$0
ROBERT HORNTREASURER
Trustee or director, Officer
10$0
JAN LOOMISSECRETARY
Trustee or director, Officer
10$0
JAN SCOTTMEMBERSHIP CHAIR
Trustee or director, Officer
4$0
FRED HOCHSTAEDTERFIELD TRIP CHAIR
Trustee or director
5$0
TAYLOR HONRATHDONATIONS/MARKETING/DEVELOPMENT
Trustee or director
5$0
KAI RUSSELLCONSERVATION/SPECIAL PROJECTS
Trustee or director
2$0
CAROL GREENSTREETMARKETING AND PUBLIC RELATIONS
Trustee or director
3$0
PAMELA COLEHR, PROMOTIONS & ADVERTISING
Trustee or director
15$0

Address and contacts

Address (IRS master file)
PO BOX 5656, CARMEL, CA 93921-5656
Mailing address (990-N for 2020)
PO Box 5656, Carmel CA 93921
Principal officer (990 for 2024)
SHANNON SIMPSON, PO BOX 5656, CARMEL, CA 93921
Principal officer (990-N for 2020)
Blake Matheson, PO Box 5656, Carmel CA 93921
Signed the 990
SHANNON SIMPSON, EXECUTIVE DIRECTOR
Phone
(760) 420-9299
Return prepared by
CLIFTONLARSONALLEN LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2397544 or by the name MONTEREY AUDUBON SOCIETY.

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

Mission

THE MONTEREY AUDUBON SOCIETY IS A VOLUNTEER ORGANIZATION DEDICATED TO CONSERVING AND CELEBRATING THE BIRDS AND WILDLIFE OF THE GREATER MONTEREY BAY REGION. OUR CHAPTER INCLUDES 1,200 MEMBERS THROUGHOUT MONTEREY AND PARTS OF SANTA CRUZ AND SAN BENITO COUNTIES. WE ENGAGE IN AN ARRAY OF EDUCATIONAL, COMMUNITY SCIENCE, AND ADVOCACY INITIATIVES GEARED TOWARD PROTECTING THE REGION'S BIRDS AND ITS BIOLOGICAL DIVERSITY.

990 for the year ended June 30, 2025

Program accomplishments

  • ANCILLARY PROGRAM SUPPORT IN EDUCATION, OUTREACH, BIRD CONSERVATION/PRESERVATION. PROMOTE NATURE LITERACY BY HOSTING MULTIPLE FREE MONTHLY FIELD TRIPS FOCUSING ON BEGINNERS, YOUTH, AND PARTICIPANTS WITH DISABILITIES, CONDUCTING PRESENTATIONS AT SCHOOLS AND SENIOR CENTERS, AND ENGAGING IN PUBLIC OUTREACH AT FARMER'S MARKETS AND NATURE-THEMED COMMUNITY EVENTS, LIKE EARTH DAY AND WILDLIFE DAY, INVITING PEOPLE OF ALL BACKGROUNDS TO CONNECT WITH THE BIRDS AROUND THEM.ADVOCATE FOR POLICIES THAT BALANCE ACCESS TO NATURE ALONG WITH THE PROTECTION OF SENSITIVE SITES AND SPECIES, LEADING TO FRUITFUL PARTNERSHIPS WITH LOCAL GOVERNMENT AGENCIES, CITIES, AND NONPROFITS. THE FOLLOWING ARE SOME EXAMPLES OF THIS OUTREACH: BIRD BANDING HANDLING AND DEMOS USING AVIAN BIOMETRICS, PUBLIC DISSEMINATION OF SEABIRD MONITORING PROGRAM INFORMATION USING EBIRD SOFTWARE APPS AND OTHER METHODS, AVIAN CENSUS WORK THROUGHOUT MONTEREY COUNTY AND LOGISTICAL SUPPORT FOR OUR YOUNG BIRDERS BIRDING PROGRAM, SNOWY PLOVER GUARDIAN VOLUNTEER PROGRAM AND OTHER RELATED EFFORTS.CONCLUDED WORK ON GRANT FOR CREATING THE MAP AND BIRD SPECIES LIST IN MONTEREY COUNTY. CONCLUDED WORK ON THE "IMPORTANT BIRD AREAS" (IBA) PROJECT. RECEIVED TWO GRANTS FOR NEW WORK SUPPORTING A LOW INCOME COMMUNITY IN SALINAS BY PROVIDING AN AFTER-SCHOOL NATURE PROGRAM. RECEIVED TWO OTHER SMALL GRANTS SUPPORTING INCLUSIVE BIRDING ACTIVITIES IN THE COMMUNITY FOR PEOPLE OF ALL BACKGROUNDS, ABILITIES, AND AGES.
    Expenses $54,480 · grants $9,502
  • BLACK OYSTERCATCHER NESTING AND CENSUS MONITORING PROGRAM, FUNDING TWO BIOLOGISTS TO TABULATE NESTING AND REPRODUCTIVE SUCCESS AND VIABILITY RATES ALONG THE MONTEREY BAY AREA SHORELINE. NUMEROUS VOLUNTEER EFFORTS AS WELL AS PAID PROFESSIONALS. GENERAL PUBLIC AS WELL AS BIRD LOVERS BENEFIT FROM THE PROJECT.
    Expenses $16,500
  • PT. PINOS SEAWATCH - CENSUS OF MIGRATORY SEABIRDS ALONG THE FALL/WINTER FLYWAY OF THE PACIFIC COAST IN MONTEREY BAY REGION FROM A FIXED LAND-BASED OBSERVATION POINT AT PT. PINOS IN PACIFIC GROVE, CA. NUMEROUS INTERACTIONS WITH THE PUBLIC AS PROGRAMS ARE ACTIVE THROUGHOUT THE DAY FROM SUN-UP UNTIL SUNSET FOR A 6-WEEK PERIOD.
    Expenses $7,050

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
94-2397544
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
1977
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Environment (C300)
Assets (IRS master file)
$455,832
Income (IRS master file)
$170,153

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$208,868$155,157$439,827XML
990June 2024$180,523$118,068$403,078XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-N for 2020
Officer: Blake Matheson
June 30, 2021≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Blake Matheson
June 30, 2020≤ $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 94-2397544).

Questions about MONTEREY AUDUBON SOCIETY

What is the EIN of MONTEREY AUDUBON SOCIETY?
The employer identification number (EIN) of MONTEREY AUDUBON SOCIETY is 94-2397544.
Is MONTEREY AUDUBON SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to MONTEREY AUDUBON SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTEREY AUDUBON 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 AUDUBON 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 AUDUBON 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 AUDUBON SOCIETY?
The 990 for the year ended June 30, 2025 names SHANNON SIMPSON.
Who are the officers and directors of MONTEREY AUDUBON SOCIETY?
The 990 for the year ended June 30, 2025 lists 11 people; 2 received compensation from the organization, the highest $32,083 (AMANDA PREECE, CONSERVATION COMMITTEE CHAIR).
How much revenue does MONTEREY AUDUBON SOCIETY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $208,868, expenses of $155,157 and total assets of $439,827 at year end.

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