Nonprofit · EIN 94-2298681
GREY BEARS
Tax-exempt · SANTA CRUZ, CA 95065
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 (amended) | $9,537,653 | $9,295,104 | $242,549 | $11,658,482 | $3,146,768 | $8,511,714 |
| June 30, 2024 | 990 | $8,319,155 | $8,568,063 | -$248,908 | $11,274,881 | $3,188,710 | $8,086,171 |
| June 30, 2023 | 990 | $8,184,695 | $7,903,166 | $281,529 | $8,694,207 | $591,118 | $8,103,089 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,724,048
- of which government grants
- $122,458
- Membership dues
- $127,204
- Program service revenue
- $855,460
- Investment income
- $160,598
- Net rental income
- $133,849
- Net gain from sales of assets
- $70,008
- Net income from sales of inventory
- $1,559,336
- Other revenue
- $1,797,547
Expenses
- Grants and similar amounts paid
- $5,093,851
- Compensation of officers, directors and key employees
- $258,911
- Other salaries and wages
- $1,828,900
- Salaries, compensation and benefits (total)
- $2,431,809
- Professional fundraising fees
- $0
- Accounting fees
- $150,034
- Travel
- $33,939
- Depreciation
- $134,427
- Program services (functional)
- $8,582,645
- Management and general (functional)
- $592,878
- Fundraising (functional)
- $119,581
Balance sheet and other
- Total assets, start of year
- $11,274,881
- Total assets, end of year
- $11,658,482
- Total liabilities, end of year
- $3,146,768
- Net assets, end of year
- $8,511,714
- Land, buildings and equipment
- $7,117,968
- Publicly traded securities
- $3,223,144
- Net assets without donor restrictions
- $8,411,689
- Net assets with donor restrictions
- $100,025
- Gross unrelated business income
- $19,453
- Gross receipts
- $11,483,998
- Employees
- 68
- Volunteers
- 850
- Year formed
- 1975
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER MERCHANT | Executive Dir. Officer | 40 | $174,916 |
| LISA NOBLE | ACCT. MANAGER Officer | 40 | $83,995 |
| MARSHALL DELK | Director Trustee or director | 2 | $0 |
| JOHN PRESLEIGH | Director Trustee or director | 2 | $0 |
| JACOB GUTH | Director Trustee or director | 2 | $0 |
| JUDITH LEVIN | Director Trustee or director | 2 | $0 |
| LESLIE O'MALLEY | Vice Chair Trustee or director, Officer | 2 | $0 |
| SATISH RISHI | Director Trustee or director | 2 | $0 |
| RICHARD BEACH | Director Trustee or director | 2 | $0 |
| KATHY HORMEL | Secretary Trustee or director, Officer | 2 | $0 |
| ADELINE DAVIS | Director Trustee or director | 2 | $0 |
| THOMAS PARKER | Treasurer Trustee or director, Officer | 2 | $0 |
| BETSEY LYNBERG | Chair Trustee or director, Officer | 0 | $0 |
| MICHAEL WATKINS | Director Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER MERCHANT | Executive Dir. Officer | 40 | $161,898 |
| LISA NOBLE | ACCT. MANAGER Officer | 40 | $103,344 |
| RACHAEL KATZ | Secretary Trustee or director, Officer | 8 | $0 |
| REED GEISREITER | Treasurer Trustee or director, Officer | 2 | $0 |
| JOHN PRESLEIGH | Director Trustee or director | 2 | $0 |
| PAMELA B GOODMAN | President Trustee or director, Officer | 2 | $0 |
| JOE JACONETTE | Director Trustee or director | 2 | $0 |
| LESLIE O'MALLEY | Director Trustee or director | 2 | $0 |
| RITA HESTER | Director Trustee or director | 2 | $0 |
| RICHARD BEACH | Director Trustee or director | 2 | $0 |
| KEITH COLLINS | Director Trustee or director | 2 | $0 |
| KATHY HORMEL | Director Trustee or director | 2 | $0 |
| ADELINE DAVIS | Director Trustee or director | 2 | $0 |
| THOMAS PARKER | Director Trustee or director | 2 | $0 |
| BETSEY LYNBERG | Director Trustee or director, Officer | 0 | $0 |
| MICHAEL WATKINS | Director Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA NOBLE | ACCTNG MANAGER Officer | 40 | $93,328 |
| JENNIFER MERCHANT | Executive Dir. Officer | 40 | $91,330 |
| RACHAEL KATZ | Secretary Trustee or director, Officer | 8 | $0 |
| REED GEISREITER | Treasurer Trustee or director, Officer | 2 | $0 |
| DAN REED | Director Trustee or director | 2 | $0 |
| JOHN PRESLEIGH | Director Trustee or director | 2 | $0 |
| PAMELA B GOODMAN | President Trustee or director, Officer | 2 | $0 |
| JOE JACONETTE | Director Trustee or director | 2 | $0 |
| VENTURA LEON | Director Trustee or director | 2 | $0 |
| LESLIE O'MALLEY | Vice President Trustee or director, Officer | 2 | $0 |
| RITA HESTER | Director Trustee or director | 2 | $0 |
| KEITH COLLINS | Director Trustee or director | 2 | $0 |
| KATHY HORMEL | Director Trustee or director | 2 | $0 |
| THOMAS PARKER | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2710 CHANTICLEER AVE, SANTA CRUZ, CA 95065-1812
- Principal officer (990 for 2024)
- JENNIFER MERCHANT, 2710 CHANTICLEER AVENUE, SANTA CRUZ, CA 95065
- Signed the 990
- JENNIFER MERCHANT, EXEC DIRECTOR
- Phone
- (831) 479-1055
- Return prepared by
- Walters & Kondrasheff CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2298681 or by the name GREY BEARS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
GREY BEARS IMPROVES THE HEALTH AND WELLBEING OF SENIORS THROUGH VOLUNTEERISM AND COMMUNITY PARTICIPATION.
Program accomplishments
- USING FINANCIAL SUPPORT OF GENERAL PUBLIC AND SEVERAL GOVERNMENT AGENCIES, REVENUES GENERATED BY ITS RECYCLING PROGRAMS, AND SALES REVENUE OF DONATED ITEMS IN ITS THRIFT SHOP, THE ORGANIZATION PROVIDED OVER 2 MILLION POUNDS OF FOOD TO SENIOR CITIZENS OF SANTA CRUZ COUNTY.Expenses $8,582,645 · grants $5,093,851
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2298681
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $11,658,482
- Income (IRS master file)
- $11,483,998
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,537,653 | $9,295,104 | $11,658,482 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $8,319,155 | $8,568,063 | $11,274,881 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $8,184,695 | $7,903,166 | $8,694,207 | XML |
| 990 | June 2022 | $8,587,321 | $7,546,662 | $8,120,085 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2298681).
Questions about GREY BEARS
- What is the EIN of GREY BEARS?
- The employer identification number (EIN) of GREY BEARS is 94-2298681.
- Is GREY BEARS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to GREY BEARS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GREY BEARS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GREY BEARS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GREY BEARS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of GREY BEARS?
- The 990 for the year ended June 30, 2025 names JENNIFER MERCHANT.
- Who are the officers and directors of GREY BEARS?
- The 990 for the year ended June 30, 2025 lists 14 people; 2 received compensation from the organization, the highest $174,916 (JENNIFER MERCHANT, Executive Dir.).
- How much revenue does GREY BEARS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,537,653, expenses of $9,295,104 and total assets of $11,658,482 at year end.
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- FUND FOR NONVIOLENCE EIN 77-0457185 · last filed 990-PF for 2024
- FAMILY SERVICE AGENCY OF THE CENTRAL COAST EIN 94-1716354 · last filed 990 for 2025
- FAMILIES IN TRANSITION OF SANTA CRUZ COUNTY INC EIN 77-0327992 · last filed 990 for 2025
- WALNUT AVENUE FAMILY & WOMENS CENTER EIN 94-1186197 · last filed 990 for 2025
- BEACON-INDEPENDENT LIVING SERVICES EIN 01-0642617 · last filed 990 for 2025
- BALANCE 4 KIDS EIN 75-2994317 · last filed 990 for 2024
- HOMELESS GARDEN PROJECT EIN 77-0475165 · last filed 990 for 2024