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Carmel Heritage

  • Carmel, CA
  • Tax-exempt since April 1977
  • EIN: 94-2375719

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (A82Z) (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$72.6k (2022)

Expenses
$77.5k (2022)

Total Assets
$160k (2022)

Total Liabilities
$0 (2022)

Years with missing data
Source: Form 990 tax filings from 2010 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,644
Expenses
$77,456
Net Income
-$4,812
Net Assets
$160,161
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,515
17.2%
Program Services $43,923
60.5%
Investment Income $5,321
7.3%
Net Fundraising $0
Sales of Assets $274
0.4%
Net Inventory Sales $200
0.3%
Other Revenue $10,411
14.3%
Assets/Debt
Total Assets $160,161
Total Liabilities $0
Net Assets $160,161
Compensation
Key Employees and Officers Compensation Other
Linda Jaffe (Executive Dir.) $16,000 $0
Thomas Hood (President) $0 $0
Gin Weathers (Vice President) $0 $0
Michael Littman (Director) $0 $0
Cathy Collum (Director) $0 $0
Fred Medero (Director) $0 $0
Syndey Roussel (Director) $0 $0
Jon Stuefloten (Director) $0 $0
Marcia Shortt (Director) $0 $0
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Document Links

990-EZ
Filed on Aug. 16, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$59,039
Expenses
$74,865
Net Income
-$15,826
Net Assets
$164,973
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,141
17.2%
Program Services $25,556
43.3%
Investment Income $7,249
12.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $686
1.2%
Other Revenue $8,828
15.0%
Assets/Debt
Total Assets $165,659
Total Liabilities $686
Net Assets $164,973
Compensation
Key Employees and Officers Compensation Other
Linda Jaffe (Executive Dir.) $22,194 $0
Michael Littman (Director) $0 $0
Thomas Hood (President) $0 $0
Cathy Collum (Director) $0 $0
Fred Medero (Director) $0 $0
Sydney Roussel (Director) $0 $0
Gin Weathers (Vice President) $0 $0
Jon Stuefloten (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 4, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$22,389
Expenses
$55,030
Net Income
-$32,641
Net Assets
$180,799
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,418
73.3%
Program Services $120
0.5%
Investment Income $5,076
22.7%
Net Fundraising $0
Sales of Assets -$4,545
Net Inventory Sales $415
1.9%
Other Revenue $0
Assets/Debt
Total Assets $182,009
Total Liabilities $1,210
Net Assets $180,799
Compensation
Key Employees and Officers Compensation Other
Linda Jaffe (Executive Dir.) $15,140 $0
Thomas Hood (President) $0 $0
Cathy Collum (Director) $0 $0
Fred Medero (Director) $0 $0
Sydney Roussel (Director) $0 $0
Gin Weathers (Vice President) $0 $0
Jon Stuefloten (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 10, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$49,059
Expenses
$51,511
Net Income
-$2,452
Net Assets
$213,440
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,970
16.2%
Program Services $28,920
58.9%
Investment Income $6,304
12.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $367
0.7%
Other Revenue $0
Assets/Debt
Total Assets $213,722
Total Liabilities $282
Net Assets $213,440
Compensation
Key Employees and Officers Compensation Other
Linda Jaffe (Executive Dir.) $0 $0
Carl Iverson (Vp & Treasurer) $0 $0
Thomas Hood (Director) $0 $0
Dawn Dull (President) $0 $0
Cathy Collum (Director) $0 $0
Fred Weathers (Director) $0 $0
Sydney Roussel (Director) $0 $0
Gin Weathers (Director) $0 $0
Jon Stuefloten (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 8, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,453
Expenses
$64,028
Net Income
-$6,575
Net Assets
$215,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,139
14.2%
Program Services $36,560
63.6%
Investment Income $6,148
10.7%
Net Fundraising $0
Sales of Assets $131
0.2%
Net Inventory Sales $805
1.4%
Other Revenue $0
Assets/Debt
Total Assets $216,230
Total Liabilities $338
Net Assets $215,892
Compensation
Key Employees and Officers Compensation Other
Linda Jaffe (Executive Dir.) $8,720 $0
Carl Iverson (Vp & Treasurer) $0 $0
Thomas Hood (Director) $0 $0
Dawn Dull (President) $0 $0
Cathy Collum (Director) $0 $0
Fred Weathers (Director) $0 $0
Sydney Roussel (Director) $0 $0
Gin Weathers (Director) $0 $0
Jon Stuefloten (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 19, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$99,517
Expenses
$54,350
Net Income
$45,167
Net Assets
$222,467
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,435
61.7%
Program Services $26,667
26.8%
Investment Income $5,420
5.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $285
0.3%
Other Revenue $0
Assets/Debt
Total Assets $222,736
Total Liabilities $269
Net Assets $222,467
Compensation
Key Employees and Officers Compensation Other
Linda Jaffe (Executive Dir.) $19,276 $0
Alan Murphy (Treasurer) $0 $0
Carl Iverson (Vice President) $0 $0
Thomas Hood (Director) $0 $0
Dawn Dull (President) $0 $0
Cathy Collum (Director) $0 $0
Heidi Mozingo (Director) $0 $0
Sydney Roussel (Director) $0 $0
Gin Weathers (Director) $0 $0
Jon Stuefloten (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$58,859
Expenses
$51,577
Net Income
$7,282
Net Assets
$177,300
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,512
34.8%
Program Services $25,885
44.0%
Investment Income $1,858
3.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,504
2.6%
Other Revenue $0
Assets/Debt
Total Assets $177,307
Total Liabilities $7
Net Assets $177,300
Compensation
Key Employees and Officers Compensation Other
Linda Jaffe (Executive Dir.) $14,266 $0
Alan Murphy (Treasurer) $0 $0
Carl Iverson (Vice President) $0 $0
Thomas Hood (Director) $0 $0
Dawn Dull (President) $0 $0
Cathy Collum (Director) $0 $0
Donna Pribble (Director) $0 $0
Sydney Roussel (Director) $0 $0
Gin Weathers (Director) $0 $0
Jon Stuefloten (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 4, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$122,797
Expenses
$44,102
Net Income
$78,695
Net Assets
$170,018
Notable Sources of Revenue Percent of Total Revenue
Contributions $88,189
71.8%
Program Services $24,919
20.3%
Investment Income $2,086
1.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,608
1.3%
Other Revenue $0
Assets/Debt
Total Assets $170,368
Total Liabilities $350
Net Assets $170,018
Compensation
Key Employees and Officers Compensation Other
Linda Jaffe (Executive Dir.) $15,392 $0
Alan Murphy (Treasurer) $0 $0
Carl Iverson (Vice President) $0 $0
Thomas Hood (Director) $0 $0
Dawn Dull (President) $0 $0
Cathy Collum (Director) $0 $0
Donna Pribble (Director) $0 $0
Erl Lagerholm (Director) $0 $0
Sydney Roussel (Director) $0 $0
Gin Weathers (Director) $0 $0
Jon Stuefloten (Director) $0 $0
Lynn Momboisse (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 23, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$35,321
Expenses
$36,863
Net Income
-$1,542
Net Assets
$80,745
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,746
21.9%
Program Services $0
Investment Income $664
1.9%
Net Fundraising $7,608
21.5%
Sales of Assets $0
Net Inventory Sales $15,158
42.9%
Other Revenue $525
1.5%
Assets/Debt
Total Assets $82,095
Total Liabilities $1,350
Net Assets $80,745

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$30,351
Expenses
$43,689
Net Income
-$13,338
Net Assets
$82,287
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,980
19.7%
Program Services $0
Investment Income $659
2.2%
Net Fundraising $15,882
52.3%
Sales of Assets $0
Net Inventory Sales $618
2.0%
Other Revenue $1,022
3.4%
Assets/Debt
Total Assets $85,098
Total Liabilities $2,811
Net Assets $82,287

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated