MONTEREY AUDUBON SOCIETY: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MONTEREY AUDUBON SOCIETY (EIN 94-2397544)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-10-02
IRS object ID
202342759349201439
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-02T11:00:03-07:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770508196PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Danielle Martin EABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1479 Pacific Street Ste 7AddressLine1Txt
CityMontereyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942397544EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Monterey Audubon SocietyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone8315408686PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 5656AddressLine1Txt
CityCarmelCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93921ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobert HornPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2023-09-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRobertPersonFirstNm
Person LastHornPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDanielle Martin EAPreparerPersonNm
PTINP00799380PTIN
Phone8316461040PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresswww.montereyaudubon.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$107,176GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$85,485ContributionsGiftsGrantsEtcAmt
Membership Dues$7,403MembershipDuesAmt
Investment Income$14,288InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$107,176TotalRevenueAmt
Salaries Other Comp Empl Bnft$57,542SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$27,590FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$4,627PrintingPublicationsPostageAmt
Other Expenses Total$25,012OtherExpensesTotalAmt
Total Expenses$114,771TotalExpensesAmt
Excess Or Deficit For Year-$7,595ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$342,806NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$5,571OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$340,782NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$342,806BOYAmt
EOY$340,782EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$342,806BOYAmt
EOY$340,782EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$342,806BOYAmt
EOY$340,782EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeConservation of birds and their habitat in Monterey Co.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmtGrants And AllocationsGrantsAndAllocationsAmt
28 - 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 effort as well as paid professionals. General public as well as bird lovers benefit from project.$15,000
#30-Toro Creek bird banding program (MAPS)-avian productivity survey (nesting success) and bird banding program. Establishes baseline breeding success and or population estimate in the Toro Creek riparian corridor at the Ft. Ord National Monument. Over 100 students in past years have benefited from activities.$5,100$3,500
#29-Pt. Pinos Seawatch-census of migratory seabirds along the Fall/Winter flyway of 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.$6,000
#31-The Washington Park Rehabilitation Project - an all volunteer neighborhood group that enhances the local city park in Pacific Grove, CA by planting native trees and shrubs and removing non-native plants and weeds. It also works, cooperatively with the city, in managing the urban wildfire threat by consulting with their fire suppression professionals and maintenance workers and advises on tree trimming and vegetation removal.$2,475$1,500
FieldValueIRS element (for citing)
Total Program Service Expenses$28,575TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Blake Matheson
President10.00$0
Shawn Wagoner
Vice President5.00$0
Jan Scott
MembershipChair4.00$0
Jan Loomis
Secretary10.00$0
Robert Horn
Treasurer10.00$0
Fred Hochstaedter
FieldTrip Chair5.00$0
Taylor Honrath
Donations/Mrktg5.00$0
Amanda Preece
Environ Advocat40.00$50,000
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRobert HornPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 Glenwood Circle 225AddressLine1Txt
CityMontereyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd
FieldValueIRS element (for citing)
Phone8315408686PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,840CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,791CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,668CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,096CurrentTaxYearMinus1YearAmt
Current Tax Year$92,888CurrentTaxYearAmt
Total$213,283TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,840CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,791CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,668CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,096CurrentTaxYearMinus1YearAmt
Current Tax Year$92,888CurrentTaxYearAmt
Total$213,283TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$213,283PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,184CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,097CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,010CurrentTaxYearMinus1YearAmt
Current Tax Year$14,288CurrentTaxYearAmt
Total$111,579TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$324,862TotalSupportAmt
Public Support CY1700.65650PublicSupportCY170Pct
Public Support PY1700.51660PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1Conservation $9053
Other Expenses.2Supplies & Equipment $4662
Other Expenses.4Marketing/Fundraising $3966
Other Expenses.5Donation to PG Museum/Others $2310
Other Expenses.6Conferences/Workshops $2146
Other Expenses.7Programs (Evenings) $1599
Other Expenses.8Insurance $1006
Other Expenses.9Field Trips $270
990 Line 20Investment funds appreciation in value for FY 2022

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