Nonprofit · EIN 94-2346852
THE HERITAGE SOCIETY OF PACIFIC GROVE
Tax-exempt · PACIFIC GROVE, CA 93950
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $633,980 | $38,569 | $595,411 | $811,232 | $0 | $811,232 |
| December 31, 2024 | 990-EZ | $164,269 | $20,297 | $143,972 | $187,572 | – | $188,572 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $608,861
- Membership dues
- $24,250
- Program service revenue
- $0
- Investment income
- $21,452
- Royalties
- $103
- Net income from fundraising events
- $3,564
- Other revenue
- $3,667
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,975
- Program services (functional)
- $23,140
- Management and general (functional)
- $11,570
- Fundraising (functional)
- $3,859
Balance sheet and other
- Total assets, start of year
- $187,572
- Total assets, end of year
- $811,232
- Total liabilities, end of year
- $0
- Net assets, end of year
- $811,232
- Net assets without donor restrictions
- $811,232
- Gross receipts
- $639,285
- Employees
- 0
- Year formed
- 1978
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN HONEGGER | President Officer | 30 | $0 |
| MARK TRAVAILLE | Vice President Officer | 20 | $0 |
| JEANNIE ANTON | Secretary Officer | 20 | $0 |
| JAMES MICHAEL GROSHONG | Treasurer Officer | 20 | $0 |
990-EZ for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Groshong | Treasurer | 20 | $0 |
| Jean Anton | Scretary | 20 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1007, PACIFIC GROVE, CA 93950-1007
- Mailing address (990-N for 2023)
- PO Box 1007, Pacific Grove CA 93950
- Principal officer (990-N for 2023)
- Steve Honegger, 750 Bayview, Pacific Grove CA 93950
- Signed the 990
- JAMES MICHAEL GROSHONG, Treasurer
- Phone
- (831) 372-2898
- Website
- www.pacificgroveheritage.org
- Return prepared by
- Tansill & Lund CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2346852 or by the name THE HERITAGE SOCIETY OF PACIFIC GROVE.
- 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
TO FOSTER AN APPRECIATION OF PACIFIC GROVE'S HISTORICAL AND ARCHITECTURAL RESOURCES THROUGH PRESERVATION AND PUBLIC EDUCATION.
Program accomplishments
- HISTORIC PRESERVATION & MAINTENANCEExpenses $19,118
- AWARDS AND PLAQUES FOR HISTORIC HOMESExpenses $2,524
- NEWSLETTERS AND HISTORICAL PUBLICATIONSExpenses $1,498
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 94-2346852
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $811,232
- Income (IRS master file)
- $639,285
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $633,980 | $38,569 | $811,232 | XML |
| 990-EZ | December 2024 | $164,269 | $20,297 | $187,572 | XML |
| 990-N for 2023 Officer: Steve Honegger | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: James Michael Groshong | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: James Michael Groshong | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: James Michael Groshong | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 94-2346852).
Questions about THE HERITAGE SOCIETY OF PACIFIC GROVE
- What is the EIN of THE HERITAGE SOCIETY OF PACIFIC GROVE?
- The employer identification number (EIN) of THE HERITAGE SOCIETY OF PACIFIC GROVE is 94-2346852.
- Is THE HERITAGE SOCIETY OF PACIFIC GROVE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to THE HERITAGE SOCIETY OF PACIFIC GROVE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE HERITAGE SOCIETY OF PACIFIC GROVE 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 THE HERITAGE SOCIETY OF PACIFIC GROVE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HERITAGE SOCIETY OF PACIFIC GROVE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE HERITAGE SOCIETY OF PACIFIC GROVE?
- The 990-N for 2023 names Steve Honegger.
- Who are the officers and directors of THE HERITAGE SOCIETY OF PACIFIC GROVE?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE HERITAGE SOCIETY OF PACIFIC GROVE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $633,980, expenses of $38,569 and total assets of $811,232 at year end.
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- PEACE OF MIND DOG RESCUE EIN 27-1154816 · last filed 990 for 2024
- MUSEUM FOUNDATION OF PACIFIC GROVE INC EIN 32-0268455 · last filed 990 for 2025
- BLIND & VISUALLY IMPAIRED CENTER OF MONTEREY COUNTY INC EIN 23-7221588 · last filed 990 for 2024
- CANCER PATIENTS ALLIANCE EIN 77-0569948 · last filed 990 for 2025