Nonprofit · EIN 27-1607730
SUNWEST BANK CHARITABLE FOUNDATION
Tax-exempt · IRVINE, CA 92614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $752,814 | $780,928 | -$28,114 | $3,698,595 | $131,155 | $3,567,440 |
| December 31, 2023 | 990-PF | $593,602 | $490,023 | $103,579 | $3,443,836 | $13,500 | $3,430,336 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $500,000
- Dividends
- $34,437
- Interest
- $86,856
- Net gain from sales of assets
- $131,521
Expenses
- Grants and similar amounts paid
- $675,000
- Compensation of officers, directors and key employees
- $18,000
- Disbursements for charitable purposes
- $591,283
- Excise tax on investment income
- $2,743
Balance sheet and other
- Total assets, start of year
- $3,443,836
- Total assets, end of year
- $3,698,595
- Total liabilities, end of year
- $131,155
- Net assets, end of year
- $3,567,440
- Fair market value of assets
- $3,695,595
- Qualifying distributions
- $591,283
- Net investment income
- $252,814
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICOLE BICE 2050 MAIN STREET SUITE 300, IRVINE, CA 92614 | EXECUTIVE DIRECTOR | 1 | $18,000 |
| ERIC HOVDE 2050 MAIN STREET SUITE 300, IRVINE, CA 92614 | CHAIRMAN | 1 | $0 |
| CARSON LAPPETITO 2050 MAIN STREET SUITE 300, IRVINE, CA 92614 | TRUSTEE | 1 | $0 |
| KENT SMITH 10011 CENTENNIAL PARKWAY SUITE 450, SANDY, UT 84070 | TRUSTEE | 1 | $0 |
| KARA TREBS 2050 MAIN STREET SUITE 300, IRVINE, CA 92614 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICOLE BICE 2050 MAIN STREET SUITE 300, IRVINE, CA 92614 | EXECUTIVE DIRECTOR | 1 | $18,000 |
| ERIC HOVDE 2050 MAIN STREET SUITE 300, IRVINE, CA 92614 | CHAIRMAN | 1 | $0 |
| CARSON LAPPETITO 2050 MAIN STREET SUITE 300, IRVINE, CA 92614 | TRUSTEE | 1 | $0 |
| KENT SMITH 10011 CENTENNIAL PARKWAY SUITE 450, SANDY, UT 84070 | TRUSTEE | 1 | $0 |
| KARA TREBS 2050 MAIN STREET SUITE 300, IRVINE, CA 92614 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2050 MAIN ST STE 300, IRVINE, CA 92614-8279
- In care of
- % JASON RAEFSKI
- Signed the 990-PF
- RAYMOND RINDONE, CFO
- Phone
- (714) 730-4444
- Return prepared by
- EIDE BAILLY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 27-1607730 or by the name SUNWEST BANK CHARITABLE FOUNDATION.
- 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)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-1607730
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $3,698,595
- Income (IRS master file)
- $1,801,200
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $752,814 | $780,928 | $3,698,595 | IRS |
| 990-PF | December 2023 | $593,602 | $490,023 | $3,443,836 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 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 27-1607730).
Questions about SUNWEST BANK CHARITABLE FOUNDATION
- What is the EIN of SUNWEST BANK CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SUNWEST BANK CHARITABLE FOUNDATION is 27-1607730.
- Is SUNWEST BANK CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to SUNWEST BANK CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUNWEST BANK CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUNWEST BANK CHARITABLE FOUNDATION 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 SUNWEST BANK CHARITABLE FOUNDATION 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 SUNWEST BANK CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $18,000 (NICOLE BICE, EXECUTIVE DIRECTOR).
- How much revenue does SUNWEST BANK CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $752,814, expenses of $780,928 and total assets of $3,698,595 at year end.
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