Civic Intelligence

Monterey Bay Equestrians Inc

EIN 77-0272102 • 501(c)7 • Morgan Hill, CA

Profile

To promote horsemanship through social activities

13555 Spring Valley RdMorgan Hill, CA 95037

montereybayequestrians.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

41st percentile

-0.4%

Higher net margin than 41% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

43rd percentile

-1.6%

Faster asset growth than 43% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

359%

Faster revenue growth than 99% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$36,022

Down $593 (-1.6%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$36,022

Down $593 (-1.6%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Up

$137,603

Up $107,602 (+359%) from 2023

Expenses

Up

$138,196

Up $116,390 (+534%) from 2023

Net Income

Down

-$593

Down $8,788 (-107%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2022: $28,420Net Assets 2022: $28,4202022Assets 2023: $36,615Net Assets 2023: $36,6152023Assets 2024: $36,022Net Assets 2024: $36,0222024

Highlighted filing

2024

Assets$36,022
Liabilities-
Net Assets$36,022
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2022: $117,551Expenses 2022: $109,241Net Income 2022: $8,3102022Revenue 2023: $30,001Expenses 2023: $21,806Net Income 2023: $8,1952023Revenue 2024: $137,603Expenses 2024: $138,196Net Income 2024: -$5932024

Highlighted filing

2024

Revenue$137,603
Expenses$138,196
Net Income-$593
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,022
Liabilities
-
Net assets
$36,022
Revenue
$137,603
Expenses
$138,196
Net income
-$593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.36$1.38$1.38$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.30$0.22$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.28$1.18$1.09$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 6, 2025
Return Version
2024v5.2
Gross Receipts
$137,603
Mission and Program Overview

Mission

To promote horsemanship through social activities

Program Services

DescriptionGrantsExpenses
To promote horsemanship through activities with no monetary gain--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONI WHEDONPresident-$0--
CAROLYN TUCKERSecretary-$0--
KAREN MORGANCFO-$0--
SUNDAY MINNICHTreasurer-$0--
KATHY MADLEMVice President-$0--
Filing and Contact Details

Filer

Filer Name
Monterey Bay Equestrians Inc
EIN
77-0272102
Phone
4082035730
Address
13555 SPRING VALLEY RD, MORGAN HILL, CA 95037

Signing Officer

Name
Karen Morgan
Title
CFO
Phone
4082035730
Signed
2025-10-06
Discuss with paid preparer
Yes

Preparer

Firm
EZ Tax
Address
13555 SPRING VALLEY RD, MORGAN HILL, CA 95037
Preparer
Karen Morgan Ea
Phone
4082035730
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1425”

Other Expenses.1012

“Insurance $4082”

Other Expenses.1

“CAMPING FEES $86527”

Other Expenses.2

“PARTY FOOD $13432”

Other Expenses.3

“DONATIONS $13000”

Other Expenses.4

“HOLIDAY PARTY EXP $7125”

Other Expenses.5

“APPPAREL PURCHASES $6237”

Other Expenses.6

“GIFTS $3857”

Other Expenses.7

“TRAILER REPAIRS $765”

Other Expenses.8

“WEBSITE DEVELOPMENT $180”

Other Expenses.9

“MEMBER OF THE YEAR $126”

Raw XML Appendix129 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KAREN MORGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04082035730
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013555 SPRING VALLEY RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORGAN HILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095037
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036615
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036022
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0137603
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-593
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01420
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036615
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036022
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0137603
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036615
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036022
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036615
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TONI WHEDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROLYN TUCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUNDAY MINNICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHY MADLEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0136756
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote horsemanship through social activities
IRS990EZ/PrintingPublicationsPostageAmt020
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To promote horsemanship through activities with no monetary gain
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0138196
IRS990EZ/TotalRevenueAmt0137603
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0montereybayequestrians.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $4082
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CAMPING FEES $86527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PARTY FOOD $13432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DONATIONS $13000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOLIDAY PARTY EXP $7125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6APPPAREL PURCHASES $6237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GIFTS $3857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TRAILER REPAIRS $765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEBSITE DEVELOPMENT $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEMBER OF THE YEAR $126
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04082035730
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEREY BAY EQUESTRIANS INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0770272102
ReturnHeader/Filer/PhoneNum04082035730
ReturnHeader/Filer/USAddress/AddressLine1Txt013555 SPRING VALLEY RD
ReturnHeader/Filer/USAddress/CityNm0MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EZ Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013555 SPRING VALLEY RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORGAN HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095037
ReturnHeader/PreparerPersonGrp/PhoneNum04082035730
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN MORGAN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-06T20:07:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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