Monterey County Symphony Assoc Inc logo

Monterey County Symphony Assoc Inc

Foundation · Grantmaker Carmelbythesea, CA EIN: 94-1584123 Website

Entertain and engage our community through musical performance and education.

Key facts about Monterey County Symphony Assoc Inc

EIN
94-1584123
Latest 990 filing
Form 990, 2025
Total assets
$21,166,738

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$21.2M

+3.6% YoY

Revenue

$3.3M

+10.1% YoY

Net Investment Income

$1.5M

+16.6% YoY

Expenses

$2.7M

+0.0% YoY

About Monterey County Symphony Assoc Inc

Based on IRS filings

Monterey County Symphony Assoc Inc is a nonprofit organization focused on Arts, Culture & Humanities, based in Carmelbythesea, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $21.2M in total assets. Net investment income was $1.5M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Carmel

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K0 grants20211 grants20220 grants20230 grants20240 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2025

Grant Size Distribution

1 grants across all recorded years

<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M20212022202320242025
Metric202520242023
Total Assets$21,166,738$20,434,173$19,274,284
Revenue$3,312,628$3,009,358$2,951,083
Expenses$2,704,239$2,703,930$2,400,602
Qualifying Distributions———
Net Investment Income$1,512,468$1,296,994$996,884
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2022 (received by the IRS May 10, 2023)
  2. Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)

Leadership & Key People

Officers and directors from IRS filings

Monterey County Symphony Assoc Inc is led by Nicola Reilly, Executive Director since 2024 (on filings since 2021); 2 of 23 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Nicola Reilly

    Executive Director

    Executive Director → President & CEO, 2023

    President & CEO → Executive Director, 2024

    On filings since 2021

    40 hrs/week

    $156K (2021) → $248K (2025)

  • Charles Schimmel

    President

    Treasurer → Board Chair, 2023

    Board Chair → President, 2024

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Pinkie Terry

    V Chair & Treasurer

    Director → V Chair & Treasurer, 2025

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Noemi Vera

    Operations Director

    On filings since 2024

    40 hrs/week

    $85K (2024) → $90K (2025)

  • Diane Mall

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Elizabeth Lyman

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Jeryl Abelmann

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Lee E Rosen

    Director

    Past President → Imm Past President, 2022

    Imm Past President → Director, 2024

    On filings since 2021

    1 hr/week

    No compensation reported

  • Maureen Sanders

    Director

    Vice Chair → Vice President, 2024

    Vice President → Director, 2025

    On filings since 2021

    1 hr/week

    No compensation reported

  • Mollie Hedges

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • William F Sharpe

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Noelle Micek

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Alan Mason

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Brenda Murdock

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Susan Breen

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Donn Wilkerson

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Jenny Kuan

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Kathryn Smith

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Lisa Lapin

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Nena Montgomery

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Wendi Kirby

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Bruce Lindsey

    Imm Past President

    President → Imm Past President, 2023

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Jeffrey Wallace

    Secretary

    On filings since 2021

    2 hrs/week

    No compensation reported

Former officers (11)
  • Former: David Zaches (2021–2024) — Director
  • Former: Martin Wolf (2021–2024) — Director
  • Former: Susan Britton (2021–2024) — Director
  • Former: Anita Dunsay (2021–2023) — Director
  • Former: Michael Hendrickson (2021–2023) — Director
  • Former: Patricia Yellich (2021–2023) — Director
  • Former: Ann Elkin (2021) — Director
  • Former: Harry Hendon (2021) — Director
  • Former: Jo-Ann Hatch (2021) — Director
  • Former: Peter Hashim (2021) — Director
  • Former: Philipp Bleek (2021) — Director

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Nicola Reilly — Executive Dir.: $248KNicola ReillyExecutive Dir.$248KNoemi Vera — Operations Dir.: $90KNoemi VeraOperations Dir.$90K

Frequently asked questions about Monterey County Symphony Assoc Inc

How large is Monterey County Symphony Assoc Inc?

Monterey County Symphony Assoc Inc reported $21.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $3.3M.

What is Monterey County Symphony Assoc Inc?

Monterey County Symphony Assoc Inc is a nonprofit organization focused on Arts, Culture & Humanities, based in Carmelbythesea, CA. It holds $21.2M in total assets as of 2025.

Where does Monterey County Symphony Assoc Inc operate?

Monterey County Symphony Assoc Inc has awarded grants in California.

What is Monterey County Symphony Assoc Inc's EIN?

Monterey County Symphony Assoc Inc's EIN (Employer Identification Number) is 94-1584123. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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