MONTEREY COUNTY SYMPHONY ASSOC INC Charity Report

Public IRS 990 nonprofit record

MONTEREY COUNTY SYMPHONY ASSOC INC

EIN 94-1584123 · Arts, Culture & Humanities (A690)

What they do

The Monterey Symphony Produces and Presents Concerts At The Sunset Center and Forest Theater In Carmel As Well As Sherwood Hall In Salinas. Concerts Showcase Well Known Works, As Well As Lesser Known Works. The Symphony Typically Commissions One New Work Each Year.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $66.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders23 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

53.90%of revenue went to mission work66.0% of expenses · Program services

6.76%of revenue went to fundraising8.3% of expenses

$81.63spent for every $100 of revenueRevenue covered expenses this year.

20.98%of revenue went to management and office costs25.7% of expenses

$7.83in assets for every $1 spent this yearSome assets cannot be spent right away.

43.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $247,703 for NICOLA REILLY (EXECUTIVE DIR.). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,312,628

Mission workProgram services$1,785,36053.90% of revenue66.0% of expenses

ManagementOffice and general costs$694,87920.98% of revenue25.7% of expenses

FundraisingAsking for donations$224,0006.76% of revenue8.3% of expenses

Revenue left after expensesReported annual surplus$608,38918.37% of revenueShown in gray on the chart

Total expenses$2,704,23981.63% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 66.0% mission · 25.7% management · 8.3% fundraisingTotal expenses: 81.63% of revenue

2023Expense mix: 70.0% mission · 23.9% management · 6.1% fundraisingTotal expenses: 89.85% of revenue

2022Expense mix: 70.6% mission · 23.6% management · 5.8% fundraisingTotal expenses: 81.35% of revenue

2021Expense mix: 69.3% mission · 25.6% management · 5.1% fundraisingTotal expenses: 105.57% of revenue

2020Expense mix: 26.1% mission · 72.9% management · 1.0% fundraisingTotal expenses: 64.63% of revenue

2019Expense mix: 62.1% mission · 36.4% management · 1.4% fundraisingTotal expenses: 52.33% of revenue

2018Expense mix: 67.5% mission · 30.3% management · 2.2% fundraisingTotal expenses: 37.67% of revenue

2017Expense mix: 63.8% mission · 32.4% management · 3.8% fundraisingTotal expenses: 102.65% of revenue

Money in and money out

Revenue$3,312,628

Expenses$2,704,239

Annual surplus $608,389 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,785,360 · 66.0% of expenses

Management and office costs$694,879 · 25.7% of expenses

Fundraising$224,000 · 8.3% of expenses

See all reported dollar amounts

Revenue$3,312,628

Expenses$2,704,239

Assets$21,166,738

Income$4,546,253

Contributions$1,448,495

Mission work (program services)$1,785,360

Fundraising$224,000

Grants given$100,000

Average grant$100,000

Management and general$694,879

Stocks and bonds$12,189,056

Accounting fees$22,069

Investing fees$30,731

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

NICOLA REILLYEXECUTIVE DIR. · 40 hrs/week $247,703

NOEMI VERAOPERATIONS DIR. · 40 hrs/week $90,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (23)

NICOLA REILLYEXECUTIVE DIR.

NOEMI VERAOPERATIONS DIR.

LEE ROSENDIRECTOR

WILLIAM SHARPEDIRECTOR

WENDI KIRBYDIRECTOR

SUSAN BREENDIRECTOR

PINKIE TERRYV CHAIR & TREAS

NOELLE MICEKDIRECTOR

NENA MONTGOMERYDIRECTOR

MOLLIE HEDGESDIRECTOR

MAUREEN SANDERSDIRECTOR

LISA LAPINDIRECTOR

ALAN MASONDIRECTOR

KATHRYN SMITHDIRECTOR

JERYL ABELMANNDIRECTOR

JENNY KUANDIRECTOR

JEFFREY WALLACESECRETARY

ELIZABETH LYMANDIRECTOR

DONN WILKERSONDIRECTOR

DIANE MALLDIRECTOR

CHARLES SCHIMMELPRESIDENT

BRUCE LINDSEYIMM PAST PRES

BRENDA MURDOCKDIRECTOR

About this charity

Recognized since: January 1965
Location: PO BOX 7130, CARMELBYTHESEA, CA 93921
County: Monterey
In care of: NICOLA REILLY
Primary officer: NICOLA REILLY, President & CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@montereysymphony.org Phone(831) 646-8511

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: MCGILLOWAY RAY BROWN & KAUFMAN
NTEE classification: Arts, Culture & Humanities (A690)
Grant-giving organization: Yes