Civic Intelligence

Carmel Heritage

EIN 94-2375719 • 501(c)3 • Carmel, CA

Pub. 78 Eligible990-N Coverage

Profile

To protect, preserve, and promote the cultural heritage of carmel-by-the-sea.

PO Box 701Carmel, CA 93921

www.carmelheritage.org

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

36th percentile

-5.0%

Higher net margin than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

90th percentile

$16,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

49th percentile

-1.8%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-23%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$154,406

Down $2,840 (-1.8%) from 2023

Liabilities

Up

$521

Up $320 (+159%) from 2023

Net Assets

Down

$153,885

Down $3,160 (-2.0%) from 2023

Revenue

Down

$62,926

Down $18,717 (-23%) from 2023

Expenses

Down

$66,086

Down $18,673 (-22%) from 2023

Net Income

Down

-$3,160

Down $44 (-1.4%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $85,098Liabilities 2010: $2,8112010Assets 2011: $82,095Liabilities 2011: $1,350Net Assets 2011: $80,7452011Assets 2015: $170,368Liabilities 2015: $350Net Assets 2015: $170,0182015Assets 2016: $177,307Liabilities 2016: $7Net Assets 2016: $177,3002016Assets 2017: $222,736Liabilities 2017: $269Net Assets 2017: $222,4672017Assets 2018: $216,230Liabilities 2018: $338Net Assets 2018: $215,8922018Assets 2019: $213,722Liabilities 2019: $282Net Assets 2019: $213,4402019Assets 2020: $182,009Liabilities 2020: $1,210Net Assets 2020: $180,7992020Assets 2021: $165,659Liabilities 2021: $686Net Assets 2021: $164,9732021Assets 2022: $160,161Net Assets 2022: $160,1612022Assets 2023: $157,246Liabilities 2023: $201Net Assets 2023: $157,0452023Assets 2024: $154,406Liabilities 2024: $521Net Assets 2024: $153,8852024

Highlighted filing

2024

Assets$154,406
Liabilities$521
Net Assets$153,885

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $30,351Expenses 2010: $43,689Net Income 2010: -$13,3382010Revenue 2011: $35,321Expenses 2011: $36,863Net Income 2011: -$1,5422011Revenue 2015: $122,797Expenses 2015: $44,102Net Income 2015: $78,6952015Revenue 2016: $58,859Expenses 2016: $51,577Net Income 2016: $7,2822016Revenue 2017: $99,517Expenses 2017: $54,350Net Income 2017: $45,1672017Revenue 2018: $57,453Expenses 2018: $64,028Net Income 2018: -$6,5752018Revenue 2019: $49,059Expenses 2019: $51,511Net Income 2019: -$2,4522019Revenue 2020: $22,389Expenses 2020: $55,030Net Income 2020: -$32,6412020Revenue 2021: $59,039Expenses 2021: $74,865Net Income 2021: -$15,8262021Revenue 2022: $72,644Expenses 2022: $77,456Net Income 2022: -$4,8122022Revenue 2023: $81,643Expenses 2023: $84,759Net Income 2023: -$3,1162023Revenue 2024: $62,926Expenses 2024: $66,086Net Income 2024: -$3,1602024

Highlighted filing

2024

Revenue$62,926
Expenses$66,086
Net Income-$3,160

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$63,085
Mission and Program Overview

Mission

To protect, preserve, and promote the cultural heritage of carmel-by-the-sea.

To protect, preserve and promote the cultural heritage of Carmel-By-The-Sea.

Program Services

DescriptionGrantsExpenses
Identification of significant historical buildings and encouragement of restoration and preservation. Includes maintenance and preservation of historic properties in Carmel. Presenting host and curator for Carmel Home and Garden tour, Inns tour, and exhibits at First Murphy House.-$37,887
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Constantine TheodosionExecutive DirectorPT$14,123-$14,123
Linda JaffeExecutive Director-$1,000-$1,000
Thomas HoodPresidentPT$0--
Gin WeathersVice PresidentPT$0--
Michael LittmanDirectorPT$0--
Cathy CollumDirectorPT$0--
Fred MederoDirectorPT$0--
Syndey RousselDirectorPT$0--
Jon StueflotenDirectorPT$0--
Marcia ShorttDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Carmel Heritage
EIN
94-2375719
Phone
8316244447
Address
PO Box 701, Carmel, CA 93921

Signing Officer

Name
Thomas Hood
Title
President
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Armstrong Craver Gertz Llp
Address
3771 Rio Rd Ste 109, Carmel, CA 93923
Preparer
Perilyn Gertz
Phone
8316229073
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $2491

Other Expenses.1003

Information Technology $1738

Other Expenses.1009

Depreciation $1740

Other Expenses.1012

Insurance $3978

Other Expenses.1

Tour expenses $15673

Other Expenses.2

Telecommunications $4811

Other Expenses.3

Supplies $2867

Other Expenses.4

Fundraising software $1923

Other Expenses.5

Website $715

Other Expenses.6

Equipment rental $627

Other Expenses.8

Bank service charges $231

Other Expenses.9

Sales tax $41

Other Expenses.10

Miscellaneous $37

Other Expenses.11

Filing Fee $10

Other Assets.1004

Miscellaneous - Beginning $4867 Miscellaneous - Ending $3127

Other Assets.1010

Inventories - Beginning $540 Inventories - Ending $2633

Total Liabilities.1

Payroll taxes payable - Beginning $201 Payroll taxes payable - Ending $521

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

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2491
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-05-15T09:47:51-07:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
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