Civic Intelligence

Monterey Peninsula Taxpayers Association

EIN 94-6138780 • 501(c)4 • Monterey, CA

990-N Coverage

Profile

Education of the public on tax related issues and monitor the activities of taxing entities.

PO Box 15Monterey, CA 93942
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

25th percentile

-16%

Higher net margin than 25% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

61st percentile

3.1%

Faster asset growth than 61% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

27th percentile

-24%

Faster revenue growth than 27% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$16,734

Up $976 (+6.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$16,734

Up $976 (+6.2%) from 2021

Operations
Liabilities / Revenue61st percentileNet Margin25th percentile

Revenue

Down

$1,699

Down $1,209 (-42%) from 2021

Expenses

Up

$1,971

Up $707 (+56%) from 2021

Net Income

Down

-$272

Down $1,916 (-117%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$20K$15K$10K$5.0K$0Assets 2015: $5,176Liabilities 2015: $02015Assets 2017: $14,346Liabilities 2017: $02017Assets 2018: $12,619Liabilities 2018: $02018Assets 2019: $14,114Liabilities 2019: $02019Assets 2021: $15,758Liabilities 2021: $0Net Assets 2021: $15,7582021Assets 2023: $16,734Liabilities 2023: $0Net Assets 2023: $16,7342023

Highlighted filing

2023

Assets$16,734
Liabilities$0
Net Assets$16,734
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

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

$40K$20K$0-$20KRevenue 2015: $5,176Expenses 2015: $23,234Net Income 2015: -$18,0582015Revenue 2017: $14,346Expenses 2017: $13,527Net Income 2017: $8192017Revenue 2018: $5,790Expenses 2018: $7,517Net Income 2018: -$1,7272018Revenue 2019: $2,569Expenses 2019: $1,075Net Income 2019: $1,4942019Revenue 2021: $2,908Expenses 2021: $1,264Net Income 2021: $1,6442021Revenue 2023: $1,699Expenses 2023: $1,971Net Income 2023: -$2722023

Highlighted filing

2023

Revenue$1,699
Expenses$1,971
Net Income-$272
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,734
Liabilities
$0
Net assets
$16,734
Revenue
$1,699
Expenses
$1,971
Net income
-$272
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$1.70$1.97$0.27
2021Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$2.91$1.26$1.64
2019Summary only. Only limited summary data is available for this year.$14.1$0.00$2.57$1.08$1.49
2018Summary only. Only limited summary data is available for this year.$12.6$0.00$5.79$7.52$1.73
2017Summary only. Only limited summary data is available for this year.$14.3$0.00$14.3$13.5$0.82
2015Summary only. Only limited summary data is available for this year.$5.18$0.00$5.18$23.2$18.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 22, 2025
Return Version
2023v6.0
Gross Receipts
$1,699
Mission and Program Overview

Mission

Education of the public on tax related issues and monitor the activities of taxing entities.

Insurance expense

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rick HeuerPresident-$0--
Tom RowleyVice President-$0--
Kevin DaytonSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Monterey Peninsula Taxpayers Association
EIN
94-6138780
Phone
0000000000
Address
PO BOX 15, MONTEREY, CA 93942

Signing Officer

Name
Rick Heuer
Title
President
Phone
8314026333
Signed
2025-01-22
Supplemental Narrative

Additional Explanations

Schedule O:

“Board of Directors Insurance”

Raw XML Appendix114 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Rick Heuer
IRS990EZ/BooksInCareOfDetail/PhoneNum08314026333
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt047 Alta Mesa Cir
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monterey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017006
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016734
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01699
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-272
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017006
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016734
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt01699
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017006
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016734
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017006
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016734
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rick Heuer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tom Rowley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kevin Dayton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0325
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Insurance expense
IRS990EZ/PrintingPublicationsPostageAmt01646
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01971
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt01699
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board of Directors Insurance
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Rick Heuer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08314026333
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEREY PENINSULA TAXPAYERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0946138780
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 15
ReturnHeader/Filer/USAddress/CityNm0MONTEREY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093942
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-01-22T18:30:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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