Civic Intelligence

Monterey County Historical Society

EIN 94-1611664 • 501(c)3 • Salinas, CA

Profile

To obtain, collect and preserve the history of various ethnic groups of monterey county.

PO Box 3576Salinas, CA 93912

www.mchsmuseum.com/SALINAS

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-3.9%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$6,868,966

Up $859,908 (+14%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$6,868,966

Up $859,908 (+14%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin95th percentile

Revenue

Down

$1,141,376

Down $46,622 (-3.9%) from 2024

Expenses

Up

$286,042

Up $40,942 (+17%) from 2024

Net Income

Down

$855,334

Down $87,564 (-9.3%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $3,327,720Liabilities 2012: $0Net Assets 2012: $3,327,7202012Assets 2013: $3,358,112Liabilities 2013: $0Net Assets 2013: $3,358,1122013Assets 2014: $3,434,251Liabilities 2014: $0Net Assets 2014: $3,434,2512014Assets 2015: $3,358,883Liabilities 2015: $0Net Assets 2015: $3,358,8832015Assets 2016: $3,285,329Liabilities 2016: $0Net Assets 2016: $3,285,3292016Assets 2017: $3,338,600Liabilities 2017: $35Net Assets 2017: $3,338,5652017Assets 2018: $3,356,383Liabilities 2018: $35Net Assets 2018: $3,356,3482018Assets 2019: $3,357,097Liabilities 2019: $35Net Assets 2019: $3,357,0622019Assets 2020: $3,293,875Liabilities 2020: $0Net Assets 2020: $3,293,8752020Assets 2021: $3,587,153Liabilities 2021: $0Net Assets 2021: $3,587,1532021Assets 2022: $3,749,180Liabilities 2022: $0Net Assets 2022: $3,749,1802022Assets 2023: $5,066,160Liabilities 2023: $0Net Assets 2023: $5,066,1602023Assets 2024: $6,009,058Liabilities 2024: $0Net Assets 2024: $6,009,0582024Assets 2025: $6,868,966Liabilities 2025: $0Net Assets 2025: $6,868,9662025

Highlighted filing

2025

Assets$6,868,966
Liabilities$0
Net Assets$6,868,966
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $44,064Expenses 2012: $226,159Net Income 2012: -$182,0952012Revenue 2013: $249,811Expenses 2013: $219,419Net Income 2013: $30,3922013Revenue 2014: $281,099Expenses 2014: $204,960Net Income 2014: $76,1392014Revenue 2015: $113,478Expenses 2015: $188,846Net Income 2015: -$75,3682015Revenue 2016: $92,355Expenses 2016: $165,909Net Income 2016: -$73,5542016Revenue 2017: $272,004Expenses 2017: $218,768Net Income 2017: $53,2362017Revenue 2018: $226,072Expenses 2018: $208,289Net Income 2018: $17,7832018Revenue 2019: $190,098Expenses 2019: $189,384Net Income 2019: $7142019Revenue 2020: $138,176Expenses 2020: $201,363Net Income 2020: -$63,1872020Revenue 2021: $504,264Expenses 2021: $210,986Net Income 2021: $293,2782021Revenue 2022: $343,404Expenses 2022: $181,377Net Income 2022: $162,0272022Revenue 2023: $1,193,210Expenses 2023: $246,877Net Income 2023: $946,3332023Revenue 2024: $1,187,998Expenses 2024: $245,100Net Income 2024: $942,8982024Revenue 2025: $1,141,376Expenses 2025: $286,042Net Income 2025: $855,3342025

Highlighted filing

2025

Revenue$1,141,376
Expenses$286,042
Net Income$855,334
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,868,966
Liabilities
$0
Net assets
$6,868,966
Revenue
$1,141,376
Expenses
$286,042
Net income
$855,334
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.87$0.00$6.87$1.14$0.29$0.86
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.01$0.00$6.01$1.19$0.25$0.94
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.00$5.07$1.19$0.25$0.95
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.00$3.75$0.34$0.18$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.00$3.59$0.50$0.21$0.29
2020Summary only. Only limited summary data is available for this year.$3.29$0.00$3.29$0.14$0.20$0.06
2019Summary only. Only limited summary data is available for this year.$3.36$0.00$3.36$0.19$0.19$0.00
2018Summary only. Only limited summary data is available for this year.$3.36$0.00$3.36$0.23$0.21$0.02
2017Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$0.27$0.22$0.05
2016Summary only. Only limited summary data is available for this year.$3.29$0.00$3.29$0.09$0.17$0.07
2015Summary only. Only limited summary data is available for this year.$3.36$0.00$3.36$0.11$0.19$0.08
2014Summary only. Only limited summary data is available for this year.$3.43$0.00$3.43$0.28$0.20$0.08
2013Summary only. Only limited summary data is available for this year.$3.36$0.00$3.36$0.25$0.22$0.03
2012Summary only. Only limited summary data is available for this year.$3.33$0.00$3.33$0.04$0.23$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 10, 2025
Return Version
2024v5.0
Gross Receipts
$1,748,564
Mission and Program Overview

Mission

To obtain, collect and preserve the history of various ethnic groups of monterey county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,977,265$2,644,619▲ $667,354
Savings and Temporary Cash Investments$2,375,956$2,612,588▲ $236,632
Land, Buildings, and Equipment, Net$1,643,787$1,602,600▼ $41,187
Intangible Assets$12,050$9,158▼ $2,892
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$6,009,058$6,868,966▲ $859,908
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,009,058$6,868,966▲ $859,908
Total Net Assets Fund Balance$6,009,058$6,868,966▲ $859,908
Total Liabilities and Net Assets / Fund Balance$6,009,058$6,868,966▲ $859,908

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,509,393$660,620$2,013,994
Land$86,170-$86,170
Other Land Buildings$7,037$662$7,699
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Ruben MendozaPresident
Marci KrauseSecretery
Susan BrownTreasurer
Robert BaillieVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$331,900
Program Service Revenue
$5,320
Investment Income
$803,849
Other Revenue
$307
All Other Contributions
$285,843
Change in Net Assets
$855,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$231,425
Salaries, Compensation, and Employee Benefits$54,617
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$52,884--$52,884
Other Salaries and Wages$50,128--$50,128
Fees for Services Other$29,580--$29,580
All Other Expenses$19,744--$19,744
Insurance$17,214--$17,214
Occupancy$11,651--$11,651
Other Expenses$10,000--$10,000
Fees for Services Legal$4,833--$4,833
Payroll Taxes$4,489--$4,489
Office Expenses$3,169--$3,169
Information Technology$1,212--$1,212
Advertising$1,176--$1,176
Fees for Services Management$206--$206
Travel$83--$83
Total Functional Expenses$286,042$0$0$286,042
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Return reviewed by governing body before filing”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Monterey County Historical Society
EIN
94-1611664
Phone
8312142525
Address
PO BOX 3576, SALINAS, CA 93912

Signing Officer

Name
Ruben Mendoza
Title
President
Phone
8317578085
Signed
2025-09-10

Organization Details

Principal Officer
Ruben Mendoza
Formed
1955
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
1

Preparer

Firm
The Income Statement
Address
17557 VIERRA CANYON RD, PRUNEDALE, CA 93907
Preparer
David Heinstadt Ea
Phone
8316636796
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Advisory/ftax/adr fee 29,580 0 0”

Form 990, Part XI, Line 9

“Book / tax depreciation difference 4,574”

Raw XML Appendix347 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
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IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE A
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd093908
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IRS990/CYTotalRevenueAmt01141376
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IRS990/EmployeeCnt01
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETERY
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
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IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/IRPDocumentCnt00
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02586
IRS990ScheduleA/OtherIncome170Grp/TotalAmt027570
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IRS990ScheduleA/PublicSupportPY170Pct00.40100
IRS990ScheduleA/PublicSupportTotal170Amt01214774
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0331900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0263256
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0237791
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0340269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041558
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01214774
IRS990ScheduleA/TotalSupportAmt02599090
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IRS990ScheduleD/BuildingsGrp/BookValueAmt01509393
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0660620
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0156019
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02013994
IRS990ScheduleD/LandGrp/BookValueAmt086170
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt086170
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07037
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0662
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07699
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01602600
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN REVIEWED BY GOVERNING BODY BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADVISORY/FTAX/ADR FEE 29,580 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK / TAX DEPRECIATION DIFFERENCE 4,574
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06009058
IRS990/TotalAssetsEOYAmt06868966
IRS990/TotalAssetsGrp/BOYAmt06009058
IRS990/TotalAssetsGrp/EOYAmt06868966
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0331900
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0286042
IRS990/TotalFunctionalExpensesGrp/TotalAmt0286042
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06009058
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06868966
IRS990/TotalProgramServiceExpensesAmt0286042
IRS990/TotalProgramServiceRevenueAmt05320
IRS990/TotalRevenueGrp/ExclusionAmt05361
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0804115
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01141376
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06009058
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06868966
IRS990/TravelGrp/ProgramServicesAmt083
IRS990/TravelGrp/TotalAmt083
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 CAMPUS CENTER
IRS990/USAddress/CityNm0SEASIDE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093955
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.MCHSMUSEUM.COM/SALINAS/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RUBEN MENDOZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08317578085
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEREY COUNTY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0941611664
ReturnHeader/Filer/PhoneNum08312142525
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3576
ReturnHeader/Filer/USAddress/CityNm0SALINAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093912
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770580714
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE INCOME STATEMENT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017557 VIERRA CANYON RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRUNEDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093907
ReturnHeader/PreparerPersonGrp/PhoneNum08316636796
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID HEINSTADT EA
ReturnHeader/ReturnTs02025-09-10T15:51:56-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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