MONTEREY AUDUBON SOCIETY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MONTEREY AUDUBON SOCIETY (EIN 94-2397544)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-11-03
IRS object ID
202513079349301131
Schema version
2024v5.2
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)
Return2025-11-03T10:30:05-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11188 PADRE DRIVE STE 101AddressLine1Txt
CitySALINASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93901ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

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
Phone7604209299PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5656AddressLine1Txt
CityCARMELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93921ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHANNON SIMPSONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8315408686PhoneNum
Signature2025-10-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIELY HOLCOMB CPAPreparerPersonNm
PTINP01430569PTIN
Phone8317596300PhoneNum
Preparation2025-10-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSHANNON SIMPSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5656AddressLine1Txt
CityCARMELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93921ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$291,697GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MONTEREYAUDUBON.ORGWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1942FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionDEDICATED TO CONSERVING AND CELEBRATING THE BIRDS AND WILDLIFE OF THE GREATER MONTEREY BAY.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$138,498PYContributionsGrantsAmt
CY Contributions Grants$151,606CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$42,025PYInvestmentIncomeAmt
CY Investment Income$57,262CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$180,523PYTotalRevenueAmt
CY Total Revenue$208,868CYTotalRevenueAmt
PY Grants And Similar Paid$6,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$9,502CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$54,506PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$81,756CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$29,856CYTotalFundraisingExpenseAmt
PY Other Expenses$57,562PYOtherExpensesAmt
CY Other Expenses$63,899CYOtherExpensesAmt
PY Total Expenses$118,068PYTotalExpensesAmt
CY Total Expenses$155,157CYTotalExpensesAmt
PY Revenues Less Expenses$62,455PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$53,711CYRevenuesLessExpensesAmt
Total Assets BOY$403,078TotalAssetsBOYAmt
Total Assets EOY$439,827TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$403,078NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$439,827NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$54,480ExpenseAmt
Grant$9,502GrantAmt
Revenue$0RevenueAmt
DescANCILLARY 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$16,500ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescBLACK 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,050ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescPT. 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$78,030TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHANNON SIMPSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7604209299PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5656AddressLine1Txt
CityCARMELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93921ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BLAKE MATHESON
PRESIDENT4.00Yes (X)Yes (X)$0$0$0
FRED HOCHSTAEDTER
TREASURER3.00Yes (X)Yes (X)$0$0$0
JAN LOOMIS
SECRETARY1.00Yes (X)Yes (X)$0$0$0
PAMELA COLE
FUNDRAISING2.00Yes (X)$0$0$0
CAROL GREENSTREET
MARKETING AND PUBLIC RELATIONS1.50Yes (X)$0$0$0
TAYLOR HONRATH
DEVELOPMENT & DONATIONS1.00Yes (X)$0$0$0
AMANDA PREECE
CONSERVATION COMMITTEE CHAIR1.50Yes (X)$32,083$0$0
KAI RUSSELL
FIELD TRIP CHAIR1.50Yes (X)$0$0$0
JAN SCOTT
MEMBERSHIP, SCHOLARSHIPS, & HOSPITALITY1.50Yes (X)$0$0$0
SHANNON SIMPSON
EXECUTIVE DIRECTOR40.00Yes (X)$27,221$0$0
ROBERT HORN
TREASURER (THRU DEC 2024)5.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$59,304TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$151,606AllOtherContributionsAmt
Total Contributions$151,606TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,352TotalRevenueColumnAmt
Exclusion$23,352ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$116,739SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$82,829SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$33,910SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,910TotalRevenueColumnAmt
Exclusion$33,910ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$208,868TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$57,262ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,470TotalAmt
Program Services$8,470ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,032TotalAmt
Program Services$1,032ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$57,270TotalAmt
Program Services$19,472ProgramServicesAmt
Management And General$18,899ManagementAndGeneralAmt
Fundraising$18,899FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,486TotalAmt
Program Services$14,692ProgramServicesAmt
Management And General$4,897ManagementAndGeneralAmt
Fundraising$4,897FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,876TotalAmt
Management And General$6,876ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,644TotalAmt
Management And General$2,644ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,289TotalAmt
Program Services$31,289ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,060TotalAmt
Fundraising$6,060FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,593TotalAmt
Management And General$7,593ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$557TotalAmt
Program Services$557ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$585TotalAmt
Program Services$585ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,788TotalAmt
Program Services$1,788ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,362TotalAmt
Management And General$6,362ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescEVENTSDesc
Total$145TotalAmt
Program Services$145ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$155,157TotalAmt
Program Services$78,030ProgramServicesAmt
Management And General$47,271ManagementAndGeneralAmt
Fundraising$29,856FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$115,662BOYAmt
EOY$84,307EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$287,416BOYAmt
EOY$355,520EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$403,078BOYAmt
EOY$439,827EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$403,078BOYAmt
EOY$439,827EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$403,078BOYAmt
EOY$439,827EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$403,078BOYAmt
EOY$439,827EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$53,711ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$16,962NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$25,052CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,096CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$92,888CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$138,498CurrentTaxYearMinus1YearAmt
Current Tax Year$151,606CurrentTaxYearAmt
Total$452,140TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,052CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,096CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$92,888CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$138,498CurrentTaxYearMinus1YearAmt
Current Tax Year$151,606CurrentTaxYearAmt
Total$452,140TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$59,119SubstantialContributorsTotAmt
Public Support Total170$393,021PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,097CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,010CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,288CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,688CurrentTaxYearMinus1YearAmt
Current Tax Year$23,352CurrentTaxYearAmt
Total$115,435TotalAmt
FieldValueIRS element (for citing)
Total Support$567,575TotalSupportAmt
Gross Receipts Rltd Activities$616GrossReceiptsRltdActivitiesAmt
Public Support CY1700.69250PublicSupportCY170Pct
Public Support PY1700.67560PublicSupportPY170Pct
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 I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTEREY COUNTY SYMPHONY ASSOC INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7130AddressLine1Txt
CityCARMELBYTHESEACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93921ZIPCd
FieldValueIRS element (for citing)
Recipient EIN941584123RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$6,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc
Purpose Of GrantCONCERT SPONSORSHIPPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationASSISTANCE IS GIVEN TO SELECT ENTITIES THAT WORK CLOSELY WITH MONTEREY AUDUBON SOCIETY WHICH ENABLES THE ORGANIZATION TO MONITOR THE PROPER USE OF FUNDS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4THE UPDATED BYLAWS OF THE MONTEREY AUDUBON SOCIETY DEFINE THE ORGANIZATION'S GEOGRAPHIC SCOPE AND MISSION. THE OFFICER STRUCTURE HAS CHANGED BY REMOVING THE SECOND VICE PRESIDENT ROLE. AMENDMENTS TO THE CONSTITUTION AND BYLAWS MAY NOW BE APPROVED SOLELY BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS, WHEREAS PREVIOUSLY, AMENDMENTS REQUIRED A VOTE BY THE GENERAL MEMBERSHIP.
FORM 990, PART VI, SECTION A, LINE 6ANY PERSON INTERESTED IN THE MISSION AND OBJECTIVES OF MAS IS ELIGIBLE FOR MEMBERSHIP. ALL MEMBERS IN GOOD STANDING REGARDING DUES SHALL ENJOY ALL THE RIGHTS AND PRIVILEGES PERTAINING TO MEMBERSHIP WITH MAS AND/OR NATIONAL. MEMBERSHIP INFORMATION WILL BE STORED IN A CRM DATABASE TO HELP MAINTAIN AND STEWARD MEMBERS AND DONORS. MEMBERS MAY FALL UNDER DIFFERENT CATEGORIES: A) MAS MEMBERS - MEMBERS WHO HAVE PAID ANNUAL DUES TO MAS ONLY. MAS MEMBERSHIP MAY HAVE DIFFERENT LEVELS OF SUPPORT WITH DIFFERENT BENEFITS. B) NATIONAL MEMBERS - MEMBERS WHO HAVE PAID ANNUAL DUES TO NATIONAL AND ARE ADDED TO THE MAS ROSTER. C) JOINT MEMBERS - MEMBERS WHO HAVE PAID BOTH NATIONAL AND MAS ANNUAL DUES.
FORM 990, PART VI, SECTION A, LINE 7AAN ANNUAL MEETING WILL BE HELD EACH YEAR TO ADDRESS KEY ORGANIZATIONAL MATTERS. DURING THIS MEETING, OFFICERS WILL BE ELECTED, AND THE TREASURER'S REPORT AND COMMITTEE REPORTS WILL BE PRESENTED. MEMBERS MAY CAST THEIR VOTES EITHER IN PERSON OR ELECTRONICALLY. A MAJORITY VOTE WILL DETERMINE THE ELECTION OF NEW BOARD MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7BMEMBERS RETAIN THE RIGHT TO VOTE ON ANY CHANGES TO THE BOARD MEMBER ELECTION PROCESS.
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD TREASURER WILL REVIEW THE 990 AND A COPY IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD COMPARED SALARY DATA FOR THE CEO WITH SIMILAR ORGANIZATIONS, A HIRING COMITTEE HANDLED NEGOTIATIONS, AND A DECISION WAS MADE AND DOCUMENTED BY THE BOARD BASED ON THE CAPACITY OF THE ORGANIZATION. A COMMITTEE IS IN PLACE TO REVIEW COMPENSATION AND BRING RECOMMENDATIONS TO THE BOARD FOR APPROVAL ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
FORM 990, PART IX, LINE 11GCONTRACT LABOR: PROGRAM SERVICE EXPENSES 31,289. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,289.

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