Visit Carmel FY2020 filing

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To promote the common interest of, and improve business conditions for, Carmel hospitality businesses through the development and operation of a hospitality improvement district (hid), restaurant improvement district (rid), and other programs and initiatives.

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 81-0818541) · Dispute this line
501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
97¢ of each $1 spent went to programs.
$119K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $142K a year · 8% of revenue · last 5 filings
A surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
97%
of spending
97% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$119K
to officers and key staff · 23% of spending
Pay to officers and key staff is 23% of spending.
Part VII, Section A
13.8 mo
of spending, in cash
13.8 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$168K
28% of total assets
Liabilities are 28% of assets.
Pt X · Ln 26
Independent board members
8
of 8 voting members
8 of 8 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$659K
Spent
$518K
To programs
97%
Net assets
$426K
By yearFY2020–FY2025
Revenue
$659K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$659K
FY2022$2.0M
FY2023$2.0M
FY2024$2.1M
FY2025$2.3M
Expenses
$518K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$518K
FY2022$1.3M
FY2023$1.7M
FY2024$2.3M
FY2025$2.5M
Net assets
$426K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$426K
FY2022$1.1M
FY2023$1.4M
FY2024$1.2M
FY2025$968K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $504K Management & general 3% · $14K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $119K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Executive Dir.
$118,752Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Amy Herzog’s $210K as Executive Dir. is at the 70th percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2020
Amy Herzog$210,420$180,360$172,638$165,578$118,752

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Visit Carmel executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Improves business conditions for Carmel hospitality by developing and operating improvement districts and programs.

Questions for Visit Carmel

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1 program · $504K · in their own filed words · FY2020
01

Focus of programs is to PROM0TE carmel-by-the-sea as a world-renowned destination, and provide specific benefits directly to the assessed carmel hotels and restaurants by increasing revenue from overnight stays, and gross FOOD/BEVERAGE sales.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 81-0818541) · Dispute this line
$504Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$659K
Ln 12
Fees for servicesLn 2g$659K
Investment incomeLn 3$41
Money outPt IX
$518K
Ln 25
Programscol B$504K
Managementcol C$14K
Owns and owesPt X
$426K
net assets · Ln 32
Cash and savingsLn 1–2$594K
Total assetsLn 16$594K
LiabilitiesLn 26$168K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$659K
Investment incomeLn 3$41
Gains on assetsLn 7$0
Total revenueLn 12$659K
Assets in detailPt X, end of year
SavingsLn 2$594K
Cash and savings togetherLn 1–2$594K
Total assetsLn 16$594K
LiabilitiesLn 26$168K
Net assetsLn 32$426K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$285K$594K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$285K$594K
LiabilitiesLn 26$616$168K
Net assetsLn 32$284K$426K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$119K$119K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$624$624
Accounting feesLn 11c$3K$3K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$7K$7K
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$383K$383K
All other expensesLn 24e$3K$2K$223
Total functional expensesLn 25$518K$504K$14K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Nov 6, 2025 $2.3M$2.5M−$233K$968K 990 PDF
FY2024Filed with the IRS Sep 25, 2024 $2.1M$2.3M−$235K$1.2M 990 PDF
FY2023Filed with the IRS Sep 28, 2023 $2.0M$1.7M$292K$1.4M 990 PDF
FY2022Filed with the IRS Oct 7, 2022 $2.0M$1.3M$745K$1.1M 990 PDF
FY2021 Not on file
FY2020 ViewingFiled with the IRS Jun 10, 2021 $659K$518K$142K$426K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $659,307 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $949,984$659,266
I-10 Investment incomePrior year $56$41
I-11 Other revenue$0
I-12 Total revenuePrior year $950,040$659,307
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $108,855$118,752
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $735,802$399,020
I-18 Total expensesPrior year $844,657$517,772
I-19 Revenue less expensesPrior year $105,383$141,535
Part VI · Governance 8 of 8 board members independent, 3 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $659,307 across 8 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $659,266$659,266
VIII-3 Investment incomeRelated to mission $41$41
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $659,307$659,307
Part IX · Statement of functional expenses $517,772 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $118,752$118,752
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal feesManagement $624$624
IX-11c Accounting feesManagement $2,787$2,787
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $6,921$6,921
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $3,338$3,338
IX-24 Other expenses (24a–d)Programs $382,756$382,756
IX-24e All other expensesPrograms $2,371 · Management $223$2,594
IX-25 Total functional expensesPrograms $503,879 · Management $13,893 · Fundraising $0$517,772
Part X · Balance sheet $594,188 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $10,316$0
X-2 Savings and temporary cash investmentsStart of year $274,674$594,188
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $284,990$594,188
X-24 Unsecured notes and loans payable$149,900
X-25 Other liabilitiesStart of year $616$18,379
X-26 Total liabilitiesStart of year $616$168,279
X-27 Net assets without donor restrictionsStart of year $284,374$425,909
X-32 Total net assets or fund balancesStart of year $284,374$425,909
X-33 Total liabilities and net assetsStart of year $284,990$594,188
Part XI · Reconciliation of net assets $425,909 net assets at year end
XI-1 Total revenue$659,307
XI-2 Total expenses$517,772
XI-3 Revenue less expenses$141,535
XI-4 Net assets at start of year$284,374
XI-10 Net assets at end of year$425,909

Form 990 e-file FY2020 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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