Civic Intelligence

Grey Bears

990T • Fiscal year 2025 • EIN 94-2298681

Jul 01, 2024 to Jun 30, 2025 • Filed on Dec 17, 2025

Organization ProfileN/A

View Organization Page

2710 Chanticleer AvenueSanta Cruz, CA 95065

(831) 479-1055

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $5,206,801Liabilities 2011: $1,367,219Net Assets 2011: $3,839,5822011Assets 2012: $4,996,582Liabilities 2012: $1,065,714Net Assets 2012: $3,930,8682012Assets 2013: $5,071,545Liabilities 2013: $965,575Net Assets 2013: $4,105,9702013Assets 2014: $5,161,851Liabilities 2014: $889,265Net Assets 2014: $4,272,5862014Assets 2015: $5,290,851Liabilities 2015: $731,335Net Assets 2015: $4,559,5162015Assets 2016: $5,221,996Liabilities 2016: $686,280Net Assets 2016: $4,535,7162016Assets 2017: $5,535,472Liabilities 2017: $657,116Net Assets 2017: $4,878,3562017Assets 2018: $5,325,019Liabilities 2018: $127,431Net Assets 2018: $5,197,5882018Assets 2019: $5,535,891Liabilities 2019: $149,694Net Assets 2019: $5,386,1972019Assets 2020: $6,313,034Liabilities 2020: $625,074Net Assets 2020: $5,687,9602020Assets 2021: $7,420,160Liabilities 2021: $533,522Net Assets 2021: $6,886,6382021Assets 2022: $8,120,085Liabilities 2022: $559,461Net Assets 2022: $7,560,6242022Assets 2023: $8,694,207Liabilities 2023: $591,118Net Assets 2023: $8,103,0892023Assets 2025: $11,658,482Liabilities 2025: $3,146,768Net Assets 2025: $8,511,7142025

Latest loaded filing

2025

Assets$11,658,482
Liabilities$3,146,768
Net Assets$8,511,714
Open 2025 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $5,200,300Expenses 2011: $5,035,518Net Income 2011: $164,7822011Revenue 2012: $5,804,982Expenses 2012: $5,713,696Net Income 2012: $91,2862012Revenue 2013: $6,704,498Expenses 2013: $6,540,717Net Income 2013: $163,7812013Revenue 2014: $8,103,316Expenses 2014: $7,954,002Net Income 2014: $149,3142014Revenue 2015: $5,357,161Expenses 2015: $5,073,911Net Income 2015: $283,2502015Revenue 2016: $5,664,457Expenses 2016: $5,668,275Net Income 2016: -$3,8182016Revenue 2017: $5,483,712Expenses 2017: $5,282,545Net Income 2017: $201,1672017Revenue 2018: $6,206,559Expenses 2018: $6,025,463Net Income 2018: $181,0962018Revenue 2019: $6,556,718Expenses 2019: $6,367,031Net Income 2019: $189,6872019Revenue 2020: $6,491,755Expenses 2020: $6,166,121Net Income 2020: $325,6342020Revenue 2021: $8,377,018Expenses 2021: $7,372,591Net Income 2021: $1,004,4272021Revenue 2022: $8,587,321Expenses 2022: $7,546,662Net Income 2022: $1,040,6592022Revenue 2023: $8,184,695Expenses 2023: $7,903,166Net Income 2023: $281,5292023Revenue 2025: $9,537,653Expenses 2025: $9,295,104Net Income 2025: $242,5492025

Latest loaded filing

2025

Revenue$9,537,653
Expenses$9,295,104
Net Income$242,549
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 17, 2025
Return Version
2024v5.2
Mission and Program Overview

Mission

Grey bears improves the health and wellbeing of seniors through volunteerism and community participation.

Filing and Contact Details

Filer

Filer Name
Grey Bears
EIN
94-2298681
Phone
8314791055
Address
2710 CHANTICLEER AVENUE, SANTA CRUZ, CA 95065

Signing Officer

Name
Jennifer Merchant
Title
Exec Director
Signed
2025-12-17
Discuss with paid preparer
Yes

Preparer

Firm
Walters & Kondrasheff CPAs
Address
4 Carbonero Way Suite A, Scotts Valley, CA 95066
Preparer
Krystal Weaver
Phone
8314298617
Raw XML Appendix76 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
IRS990T/AvlblPre2018NOLCarryoverAmt0140785
IRS990T/BooksInCareOfDetail/PersonNm0ACCOUNTING DEPARTMENT
IRS990T/BooksInCareOfDetail/PhoneNum08314791055
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02710 CHANTICLEER AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SANTA CRUZ
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd095065
IRS990T/BookValueAssetsEOYAmt011658482
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt012583
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt012583
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt072891
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt085474
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt012583
IRS990TScheduleA/TotUnrltTrdBusIncmAmt085474
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt072891
IRS990TScheduleA/TradeOrBusinessDesc0COMMERCIAL RENTAL
IRS990TScheduleA/UBIBeforeNOLDedAmt012583
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt012583
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt072891
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.64680
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt01294740
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt02001756
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/DualUseInd0X
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0132148
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt085474
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt082488
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt030207
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt0112695
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt02606 Chanticleer Ave
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0Santa Cruz
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0CA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd095062
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt012583
IRS990T/TotalUBTIComputedAmt012583
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MERCHANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREY BEARS
ReturnHeader/Filer/BusinessNameControlTxt0GREY
ReturnHeader/Filer/EIN0942298681
ReturnHeader/Filer/PhoneNum08314791055
ReturnHeader/Filer/USAddress/AddressLine1Txt02710 CHANTICLEER AVENUE
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095065
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770096938
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Walters & Kondrasheff CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 Carbonero Way Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scotts Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095066
ReturnHeader/PreparerPersonGrp/PhoneNum08314298617
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Krystal Weaver
ReturnHeader/ReturnTs02025-12-17T10:21:32-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$3.15$8.51$9.54$9.30$0.24
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Summary only. Only limited summary data is available for this year.$8.69$0.59$8.10$8.18$7.90$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.12$0.56$7.56$8.59$7.55$1.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.42$0.53$6.89$8.38$7.37$1.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.31$0.63$5.69$6.49$6.17$0.33
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.54$0.15$5.39$6.56$6.37$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.13$5.20$6.21$6.03$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.66$4.88$5.48$5.28$0.20
2016Detailed filing. Detailed filing data is available for this year.$5.22$0.69$4.54$5.66$5.67$0.00
2015Detailed filing. Detailed filing data is available for this year.$5.29$0.73$4.56$5.36$5.07$0.28
2014Summary only. Only limited summary data is available for this year.$5.16$0.89$4.27$8.10$7.95$0.15
2013Summary only. Only limited summary data is available for this year.$5.07$0.97$4.11$6.70$6.54$0.16
2012Summary only. Only limited summary data is available for this year.$5.00$1.07$3.93$5.80$5.71$0.09
2011Summary only. Only limited summary data is available for this year.$5.21$1.37$3.84$5.20$5.04$0.16