2025-12-08T10:22:45-08:00 2025-06-30 770460195 McGilloway Ray Brown & Kaufman 2511 Garden Road Suite A-180 Monterey CA 93940 990 2024-07-01 941225368 The Carmel Foundation CARM 8316241588 PO BOX 1050 Carmel CA 93921 Gerald W Bachecki CPA Treasurer 2025-12-08 true true Patricia M Kaufman CPA P00312047 8313733337 2024 2025-03-06 01:10:19Z Kim Stemler PO BOX 1050 Carmel CA 93921 5400417 false X WWW.CARMELFOUNDATION.ORG X 1950 CA The Carmel Foundation's mission is to support healthy aging by providing meals, housing, wellness activities, and supportive services that help create a healthy, happy, and hopeful senior community. 13 13 23 100 0 1789743 1263050 639471 768076 1152458 721528 1494 500 3583166 2753154 0 0 1524595 1629510 0 393422 1333744 1496602 2858339 3126112 724827 -372958 21268930 21579165 181664 202815 21087266 21376350 X The Carmel Foundation's mission is to support healthy aging by providing meals, housing, wellness activities, and supportive services that help create a healthy, happy, and hopeful senior community. false false 772613 524027 Senior Housing Program: To provide independent living, low-income housing for members of the Carmel Foundation who are at least 65 years old. The Carmel Foundation has 49 units serving 51 residents. 544353 175355 Meal Programs: We offer Three meal programs, in-housing dining four days a week for lunch, curb-side pickup to go three days a week and home bound meals delivered to members who can't come to the Foundation. Close to 24,000 meals were prepared during the fiscal year. 302797 68694 Member Services: Over 65 interesting classes and activities are provided weekly in areas such as creative arts & expression (art, dance, writing), health & wellness (movement, nutrition, fitness), public educational programs, technology (classes & support), music literature & language, discussion groups & lectures, tours, volunteer opportunities, community service, games and social engagement. 109942 Social Services: Navigating systems like Social Security, taxes and legal aid, connecting members to trusted local resources and services, lending free mobility equipment to support independence, hosting thoughtful programs from holiday meals to monthly visits with the police chief to foster community and build trust. 109942 1729705 true true false false false false false false false true true false false true false true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 8 0 true 23 true false false false false false false false 0 false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true true false CA X MOLLY GOSHORN 8316208704 8TH SE CORNER CARMEL CA 93921 Elizabeth Bates Fmr Finance Dir 40.00 0.00 128416 0 5721 Kim Stemler President & CEO 40.00 0.00 X 115710 0 13222 Molly Goshorn Finance Dir. 40.00 0.00 X 19104 0 0 Mitchell Matthews Chairman 2.00 0.00 X X 0 0 0 Cristy Dawson Secretary 1.00 0.00 X X 0 0 0 Chuck Des Roches Esq Vice Chair Gov 1.00 0.00 X X 0 0 0 Diego Reyes Vice Chair Dev 1.00 0.00 X X 0 0 0 Maria Weidman Director 1.00 0.00 X 0 0 0 Gerald W Bachecki CPA Treasurer 1.00 0.00 X X 0 0 0 Mitch Ferguson Director 1.00 0.00 X 0 0 0 Natalie Stickler-Hofmans Director 1.00 0.00 X 0 0 0 Marianne Baldrica Director 1.00 0.00 X 0 0 0 Mary Crowe Director 1.00 0.00 X 0 0 0 Janie Franklin Director 1.00 0.00 X 0 0 0 Andrew Gibaut Director 1.00 0.00 X 0 0 0 Liza Moe Director 1.00 0.00 X 0 0 0 263230 18943 2 true false false 0 209872 41095 1012083 3158 1263050 Additional Services 900099 52163 52163 Lunch Services 721000 191886 191886 Senior Housing 531110 524027 524027 768076 331764 331764 0 0 0 3037027 2646929 334 390098 -334 389764 389764 500 41095 500 500 0 0 0 2753154 768076 722028 0 0 0 0 343372 105102 200733 37537 0 943359 660840 109169 173350 26291 18576 4313 3402 217569 161021 33715 22833 98919 60907 21871 16141 0 58329 58329 47352 47352 0 0 70241 70241 148161 8466 120457 19238 32952 1674 31278 29520 20879 8204 437 25297 2448 21255 1594 0 290992 206939 84053 2553 38 2515 0 0 0 0 221550 171581 49969 76729 17977 58752 Repairs & Maintenance 197157 126680 70477 Food and Meals 134108 134108 Postage & Printing 47126 117 2451 44558 Training & Staff Development 36655 154 36501 77880 34026 37301 6553 3126112 1729705 1002985 393422 134641 205717 1342363 1180472 40172 3965 0 0 0 0 0 43926 89670 11813990 5739824 6266351 6074166 11784835 12404042 0 0 0 1656642 1621133 21268930 21579165 181664 202815 181664 202815 X 18157903 17648389 2929363 3727961 21087266 21376350 21268930 21579165 X -372958 658459 3583 X false true X true false X 1417216 1099302 1428413 1789743 1263050 6997724 0 0 1417216 1099302 1428413 1789743 1263050 6997724 1137891 5859833 315899 339139 360500 342692 331764 1689994 23680 1494 500 25674 6201 11131 26665 43997 8757389 2926232 0.66910 0.73310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1262826 883511 115609 2030728 1174943 87883 1262826 1087060 87883 1174943 1255470 -168410 1087060 1255470 358318 358318 1255470 0.62000 0.38000 false false false 2420823 2420823 8922540 5319718 3602822 20786 20786 154167 139951 14216 295674 280155 15519 6074166 Beneficial Interest in split int agreem 1012053 Unconditional promise to give land lease 609080 1621133 X 3425863 658459 80908 3583 742950 2682913 70241 70241 2753154 3136779 80908 80908 3055871 70241 70241 3126112 Part V, Line 4: Intended uses of the endowment fund. Low income senior housing endowment covers the deficit of the annual program. Part X : FIN48 Footnote Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Foundation's tax returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectfully, after they are filed. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 change in value of split interest agreem $3583 false Auction Gala 41595 41095 500 41595 41095 500 500 X X X false false false false false false false false false Elizabeth Bates Fmr Finance Dir 128416 4916 805 134137 Form 990, Part VI, Section B, Line 11b The Finance Committee reviews the draft 990 and approves. A draft 990 is then provided to the Board of Directors prior to the next board meeting. At the subsequent board meeting, a summary level review is discussed by the Board Treasurer and then the Form 990 is approved by the Board. Form 990, Part VI, Section B, Line 12c An annual statement is required by each board and managerial staff and turned into the President & CEO. Form 990, Part VI, Section B, Line 15a The Board of Directors determines the CEO/Presidents annual compensation based on appropriate comparability data, including the Northern California Fair Pay Annual Survey. The compensation decision is reviewed, discussed, and approved by independent Board members, and the process is documented in the meeting minutes. Form 990, Part VI, Section B, Line 15b The Finance Directors salary is determined using a process similar to that used for the CEO/President, including review of appropriate comparability data and input from the CEO/President. Compensation for all other officers is reviewed and approved by the CEO/President. Form 990, Part VI, Section C, Line 19 Governing documents, policies, and financial statements are available upon request. Form 990, Part XI, Line 9 Change in value of split interest agreement = $3583