Nonprofit · EIN 03-0594291
899 CHARLESTON
Tax-exempt · PALO ALTO, CA 94303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $20,492,909 | $24,008,558 | -$3,515,649 | $147,719,698 | $214,181,809 | -$66,462,111 |
| June 30, 2024 | 990 | $17,955,693 | $22,351,354 | -$4,395,661 | $138,950,165 | $201,554,225 | -$62,604,060 |
| June 30, 2023 | 990 | $14,310,537 | $22,263,211 | -$7,952,674 | $136,006,219 | $194,688,735 | -$58,682,516 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $22,132
- Program service revenue
- $18,291,757
- Investment income
- $2,161,215
- Net rental income
- $16,584
- Other revenue
- $17,805
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,055,248
- Other salaries and wages
- $7,033,398
- Salaries, compensation and benefits (total)
- $9,678,114
- Professional fundraising fees
- $0
- Legal fees
- $52,364
- Accounting fees
- $122,684
- Occupancy
- $1,859,661
- Travel
- $87,479
- Depreciation
- $3,947,396
- Program services (functional)
- $21,106,690
- Management and general (functional)
- $2,901,868
Balance sheet and other
- Total assets, start of year
- $138,950,165
- Total assets, end of year
- $147,719,698
- Total liabilities, end of year
- $214,181,809
- Net assets, end of year
- -$66,462,111
- Land, buildings and equipment
- $94,820,143
- Publicly traded securities
- $29,991,196
- Net assets without donor restrictions
- -$75,922,741
- Net assets with donor restrictions
- $9,460,630
- Gross receipts
- $20,492,909
- Employees
- 158
- Volunteers
- 21
- Year formed
- 2006
- 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 | Other / benefits |
|---|---|---|---|---|
| MARK BADDAS | EXECUTIVE DIRECTOR Officer | 40 | $264,603 | $32,248 |
| BENJAMIN CHAIKA | CHIEF FINANCIAL OFFICER Officer | 40 | $246,182 | $9,774 |
| STACY GUTHMANN | DIRECTOR OF SALES AND MARKETING Key employee | 40 | $202,902 | $19,756 |
| LAYANA SANTOS | DIRECTOR OF HEALTH SERVICES Key employee | 40 | $164,281 | $25,805 |
| KATHYA RAVELLO | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $134,455 | $47,285 |
| JUAN LOPEZ | DIRECTOR OF PLANT OPERATIONS Highest-paid employee | 40 | $130,478 | $42,135 |
| ANTON DE VERA | SOUS CHEF Highest-paid employee | 40 | $125,323 | $36,062 |
| CHARLES SAUNDERS | DIRECTOR OF DINING SERVICES Highest-paid employee | 40 | $127,786 | $30,804 |
| KAREN LERNER | HEALTH AND WELLNESS NAVIGATOR Highest-paid employee | 40 | $108,356 | $5,246 |
| GINA ROSENFIELD | DIRECTOR/CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARLENE LEVENSON | DIRECTOR/VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CRAIG SEIDEL | DIRECTOR/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| EFRAT KASZNIK | DIRECTOR/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BETTY ADLER | DIRECTOR (START 2/26/25) Trustee or director | 1 | $0 | $0 |
| NORM BERKMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RITA GHATAK | DIRECTOR Trustee or director | 1 | $0 |
| TONY KLEIN | DIRECTOR Trustee or director | 1 | $0 |
| CAROLE KUSHNIR | DIRECTOR Trustee or director | 1 | $0 |
| LARRY MARKS | DIRECTOR Trustee or director | 1 | $0 |
| STEVE MONOSSON | DIRECTOR Trustee or director | 1 | $0 |
| CAROL ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
| NANCY ROSSEN | DIRECTOR (THRU 8/19/2024) Trustee or director | 1 | $0 |
| ALEX ROZENFELD | DIRECTOR Trustee or director | 1 | $0 |
| RIC RUDMAN | DIRECTOR Trustee or director | 1 | $0 |
| TERRY SCOTT | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY SOSNICK | DIRECTOR (THRU 6/18/2025) Trustee or director | 1 | $0 |
| DAVID STEIRMAN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BEN CHAIKA | CHIEF FINANCIAL OFFICER Officer | 40 | $228,458 | $2,391 |
| KATHYA RAVELLO | HUMAN RESOURCES DIRECTOR Highest-paid employee | 40 | $153,477 | $43,229 |
| STACY GUTHMANN | SALES AND MARKETING DIRECTOR Highest-paid employee | 40 | $177,003 | $12,315 |
| ALLAIN BERNABE | EXECUTIVE CHEFF Highest-paid employee | 40 | $134,804 | $36,866 |
| ELYSE GERSON | EXEC. DIRECTOR (THROUGH 07/2023) Officer | 40 | $153,873 | $17,490 |
| MARC STROSCHEIN | INT. EXEC. DIRECTOR (THROUGH 11/2023) Officer | 40 | $168,503 | $0 |
| J MANUEL LOPEZ | PLANT OPERATIONS DIRECTOR Highest-paid employee | 40 | $123,882 | $37,654 |
| ARIELLE HENDEL | FUND DEVELOPMENT DIRECTOR Highest-paid employee | 40 | $110,388 | $5,472 |
| MARK BADDAS | EXECUTIVE DIRECTOR (START 11/2023) Officer | 40 | $23,133 | $2,374 |
| GINA ROSENFIELD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARLENE LEVENSON | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEVE MONOSSON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| EFRAT KAZNIK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| NORM BERKMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RITA GHATAK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TONY KLEIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROLE KUSHNIR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICOLE LANCE | DIRECTOR (THROUGH 10/2023) Trustee or director | 1 | $0 | $0 |
| LARRY MARKS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROL ROBERTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY ROSSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALEX ROZENFELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RIC RUDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CRAIG SEIDEL | DIRECTOR (START 07/2023) Trustee or director | 1 | $0 | $0 |
| JEFFREY SOSNICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID STEIRMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELYSE GERSON | EXEC. DIRECTOR (THROUGH 07/2023) Officer | 40 | $263,147 | $22,890 |
| MARCUS STROHSCHEIN | INT. EXEC. DIRECTOR (START 04/2023) Officer | 40 | $212,163 | $0 |
| INDERPREET KAUR | ASSOCIATE EXECUTIVE DIRECTOR Key employee | 40 | $192,128 | $11,052 |
| JENNY POON | RESIDENCY COUNSELOR Highest-paid employee | 40 | $164,938 | $14,935 |
| ALLAIN BERNABE | EXECUTIVE CHEF Highest-paid employee | 40 | $131,440 | $27,554 |
| BENJAMIN CHAIKA | CHIEF FINANCIAL OFFICER Officer | 40 | $149,363 | $2,609 |
| ARIELLE HENDEL | FUND DEVELOPMENT DIRECTOR Highest-paid employee | 40 | $138,977 | $5,285 |
| KATHYA RAVELLO | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $111,266 | $30,138 |
| J MANUEL LOPEZ | DIRECTOR OF PLANT OPERATIONS Highest-paid employee | 40 | $110,809 | $28,806 |
| GINA ROSENFIELD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARLENE LEVENSON | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEVE MONOSSON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| EFRAT KASZNIK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| NORM BERKMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RITA GHATAK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TONY KLEIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROLE KUSHNIR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LARRY MARKS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICOLE LANCE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROL ROBERTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY ROSSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALEX ROZENFELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RIC RUDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFREY SOSNICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID STEIRMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 899 EAST CHARLESTON ROAD, PALO ALTO, CA 94303-4644
- In care of
- % BEN CHAIKA CFO
- Principal officer (990 for 2024)
- MARK BADDAS, 899 EAST CHARLESTON ROAD, PALO ALTO, CA 94303
- Signed the 990
- BEN CHAIKA, CHIEF FINANCIAL OFFICER
- Phone
- (650) 434-6106
- Website
- WWW.MOLDAW.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 03-0594291 or by the name 899 CHARLESTON.
- 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
WE SUPPORT THE HIGHEST LEVEL OF INDEPENDENCE FOR EACH INDIVIDUAL BY PROMOTING THE PURSUIT OF A HEALTHFUL LIFESTYLE AND COMMUNITY INVOLVEMENT ON OUR MULTI-GENERATIONAL CAMPUS. WE SEEK TO PRESERVE JEWISH COMMUNITY VALUES AND TRADITIONS, WHILE SERVING THE DIVERSE CULTURES AND BACKGROUNDS OF THE ENTIRE PENINSULA REGION.
Program accomplishments
- DURING THE FISCAL YEAR, 899 CHARLESTON DBA MOLDAW RESIDENCES OPERATED A 193-UNIT CONTINUING CARE RETIREMENT COMMUNITY, INCLUDING 170 UNITS FOR INDEPENDENT LIVING, 12 FOR ASSISTED LIVING, AND 11 UNITS FOR SPECIALIZED MEMORY SUPPORT. IT PROVIDED MEDICAL AND WELLNESS SERVICES, MEALS, HOUSEKEEPING SERVICES, ACTIVITIES, AND TRANSPORTATION FOR THE RESIDENTS. THERE WAS AN AVERAGE OF 219.7 RESIDENTS DURING THE FISCAL YEAR.Expenses $21,106,690 · revenue $18,291,757
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
- 03-0594291
- 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
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L220)
- Assets (IRS master file)
- $147,719,698
- Income (IRS master file)
- $20,492,909
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $20,492,909 | $24,008,558 | $147,719,698 | IRS |
| 990 | June 2024 | $17,955,693 | $22,351,354 | $138,950,165 | IRS |
| 990 | June 2023 | $14,310,537 | $22,263,211 | $136,006,219 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 03-0594291).
Questions about 899 CHARLESTON
- What is the EIN of 899 CHARLESTON?
- The employer identification number (EIN) of 899 CHARLESTON is 03-0594291.
- Is 899 CHARLESTON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to 899 CHARLESTON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does 899 CHARLESTON 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 899 CHARLESTON 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 899 CHARLESTON 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 899 CHARLESTON?
- The 990 for the year ended June 30, 2025 names MARK BADDAS.
- Who are the officers and directors of 899 CHARLESTON?
- The 990 for the year ended June 30, 2025 lists 27 people; 9 received compensation from the organization, the highest $264,603 (MARK BADDAS, EXECUTIVE DIRECTOR).
- How much revenue does 899 CHARLESTON have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $20,492,909, expenses of $24,008,558 and total assets of $147,719,698 at year end.
Other nonprofits in PALO ALTO
- KITP HOUSE PROJECT EIN 33-2021830 · last filed 990-PF for 2025
- ALTA HOUSING EIN 91-2198760 · last filed 990 for 2024
- PAHC MANAGEMENT AND SERVICES CORPORATION EIN 91-2198765 · last filed 990 for 2024
- PAHC PROPERTIES CORPORATION EIN 23-7050326 · last filed 990 for 2024
- ARASTRADERO PARK APARTMENT CORPORATION EIN 77-0376230 · last filed 990 for 2024
- PALO ALTO SENIOR HOUSING PROJECT INC EIN 94-6115413 · last filed 990 for 2024
- STEVENSON HOUSE FOUNDATION EIN 87-3714967 · last filed 990 for 2024
- PAHC SHERIDAN APARTMENTS INC EIN 77-0480421 · last filed 990 for 2024
All nonprofits in PALO ALTO · California · Housing and shelter