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Nonprofit · EIN 04-2589876

CALPHAD INC

Tax-exempt · SHREWSBURY, MA 01545

Financials

$620K$646K2023$238K$155K2024
Revenue Expenses · by fiscal year end
Financials of CALPHAD INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$238,320$155,245$83,075$1,601,212$0$1,601,212
December 31, 2023990-PF$620,111$645,943-$25,832$1,545,018$0$1,545,018
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$46,476
Interest
$8,027
Other income
$183,817

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$129,377
Excise tax on investment income
$515

Balance sheet and other

Total assets, start of year
$1,545,018
Total assets, end of year
$1,601,212
Total liabilities, end of year
$0
Net assets, end of year
$1,601,212
Fair market value of assets
$2,807,207
Qualifying distributions
$129,377
Net investment income
$54,503

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-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ZI-KUI LIU
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
PRESIDENT5$0
ALAN DINSDALE
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
TRUSTEE1$0
CLAUDE BERNARD
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
TRUSTEE1$0
TIM CLART
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
TRUSTEE1$0
URSULA KATTNER
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
TRUSTEE1$0
ARTHUR PELTON
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
TRUSTEE1$0
PHILIP SPENCER
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
TRUSTEE1$0
BO SUNDMAN
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
TRUSTEE1$0
YU ZHONG
53 HILLSIDE DRIVE, SHREWSBURY, MA 01545
DIRECTOR5$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
ZI-KUI LIU
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
DIRECTOR5$0
ALAN DINSDALE
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
PRESIDENT/CHAIRMAN1$0
CLAUDE BERNARD
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
DIRECTOR1$0
TIM CHART
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
DIRECTOR1$0
URSULA KATTNER
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
DIRECTOR1$0
ARTHUR PELTON
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
DIRECTOR1$0
PHILIP SPENCER
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
DIRECTOR1$0
BO SUNDMAN
2435 SLEEPY HOLLOW, STATE COLLEGE, PA 16803
DIRECTOR1$0

Address and contacts

Address (IRS master file)
53 HILLSIDE DR, SHREWSBURY, MA 01545-5813
Signed the 990-PF
ZI-KUI LIU, PRESIDENT
Phone
(814) 574-1950
Return prepared by
MORNEAU & BLANCHETTE INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-2589876
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1977
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,601,212
Income (IRS master file)
$238,320

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$238,320$155,245$1,601,212XML
990-PFDecember 2023$620,111$645,943$1,545,018XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 04-2589876).

Questions about CALPHAD INC

What is the EIN of CALPHAD INC?
The employer identification number (EIN) of CALPHAD INC is 04-2589876.
Is CALPHAD INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to CALPHAD INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CALPHAD INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CALPHAD INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CALPHAD INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CALPHAD INC?
The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does CALPHAD INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $238,320, expenses of $155,245 and total assets of $1,601,212 at year end.

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