Nonprofit · EIN 33-0262226
CHRISTERMON FOUNDATION
Tax-exempt · LAKE FOREST, CA 92630
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $611,766 | $642,105 | -$30,339 | $2,155,408 | $4,517 | $2,150,891 |
| December 31, 2023 | 990 | $671,532 | $627,696 | $43,836 | $2,125,455 | $8,809 | $2,116,646 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $520,807
- Program service revenue
- $0
- Investment income
- $87,539
- Net income from fundraising events
- $3,420
- Other revenue
- $3,420
Expenses
- Grants and similar amounts paid
- $271,955
- Other salaries and wages
- $121,922
- Salaries, compensation and benefits (total)
- $148,975
- Professional fundraising fees
- $0
- Legal fees
- $1,000
- Accounting fees
- $20,450
- Occupancy
- $34,330
- Program services (functional)
- $543,293
- Management and general (functional)
- $65,131
- Fundraising (functional)
- $33,681
Balance sheet and other
- Total assets, start of year
- $2,125,455
- Total assets, end of year
- $2,155,408
- Total liabilities, end of year
- $4,517
- Net assets, end of year
- $2,150,891
- Publicly traded securities
- $1,952,847
- Gross receipts
- $1,062,975
- Employees
- 2
- Volunteers
- 22
- Year formed
- 1987
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ABE WALCZAK | DIRECTOR Trustee or director | 1 | $0 |
| AMY SEIFERT | DIRECTOR Trustee or director | 1 | $0 |
| ANDY GOODMAN | DIRECTOR Trustee or director | 1 | $0 |
| ANN AGUILAR | DIRECTOR Trustee or director | 1 | $0 |
| BOB THOMPSON | DIRECTOR Trustee or director | 1 | $0 |
| CAITLIN DECLERCQ | DIRECTOR Trustee or director | 1 | $0 |
| CARL CARLSON | DIRECTOR Trustee or director | 1 | $0 |
| CHERI HOFFER | DIRECTOR Trustee or director | 1 | $0 |
| ELSIE WOLFE | DIRECTOR Trustee or director | 1 | $0 |
| JON SCRIVEN | DIRECTOR Trustee or director | 1 | $0 |
| KATHIE KENNEDY | DIRECTOR Trustee or director | 1 | $0 |
| MIKE ROSS | DIRECTOR Trustee or director | 1 | $0 |
| PHIL MARKERT | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| ROB FORTIN | DIRECTOR Trustee or director | 1 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RYAN DOW | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT SIMENTON | DIRECTOR Trustee or director | 1 | $0 |
| SHAWN HIGGINS | DIRECTOR Trustee or director | 1 | $0 |
| STEVE POWELL | PRESIDENT Trustee or director, Officer | 2 | $0 |
| CHELSEA RUDDY | VICE PRESIDENT Officer | 1 | $0 |
| NICOLE CALABRETTA | TREASURER Officer | 1 | $0 |
| DANIELLE GARCIA | HISTORIAN Officer | 1 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHIL MARKERT | DIRECTOR Trustee or director | 1 | $0 |
| MIKE ROSS | DIRECTOR Trustee or director | 1 | $0 |
| CHERI HOFFER | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT FORTIN | DIRECTOR Trustee or director | 1 | $0 |
| BOB THOMPSON | DIRECTOR Trustee or director | 1 | $0 |
| JON SCRIVEN | DIRECTOR Trustee or director | 1 | $0 |
| DICK WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW GOODMAN | DIRECTOR Trustee or director | 1 | $0 |
| AMY SEIFERT | DIRECTOR Trustee or director | 2 | $0 |
| ABE WALCZAK | DIRECTOR Trustee or director | 2 | $0 |
| BRYAN BOECK | DIRECTOR Trustee or director | 1 | $0 |
| CARL CARLSON | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT SIMENTON | DIRECTOR Trustee or director | 1 | $0 |
| RYAN DOW | DIRECTOR Trustee or director | 1 | $0 |
| ELSIE WOLFE | DIRECTOR Trustee or director | 1 | $0 |
| CAITLIN DECLERCQ ABELLI | DIRECTOR Trustee or director | 1 | $0 |
| KATHIE KENNEDY | DIRECTOR Trustee or director | 1 | $0 |
| HOLLY WINNEKER | PRESIDENT Officer | 2 | $0 |
| STEVE POWELL | VICE PRESIDENT Officer | 2 | $0 |
| ALEXANDRA BRISTOL | TREASURER Officer | 2 | $0 |
| CHELSEA RUDDY | SECRETARY Officer | 1 | $0 |
| SEAN MCCAFFERY | ASSOC. VP - CHRISTERMON GOLF CLASSIC Officer | 1 | $0 |
| DANIEL HORSCH | ASSOC. VP - N. CALIFORNIA GOLF CLASSIC Officer | 1 | $0 |
| PAUL MACKEY | ASSOC. VP - SUMMER GOLF CLASSIC Officer | 1 | $0 |
| MATT CATANIO | ASSOC. VP - ROCKIN IN THE VINEYARD Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9 ORCHARD STE 100, LAKE FOREST, CA 92630-8317
- Principal officer (990 for 2024)
- STEVE POWELL, 9 ORCHARD RD 100, LAKE FOREST, CA 92630
- Signed the 990
- STEVE POWELL, PRESIDENT
- Phone
- (949) 837-5291
- Website
- WWW.CHRISTERMON.COM
- Return prepared by
- WINDES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0262226 or by the name CHRISTERMON 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)
Mission
AWARDING EDUCATIONAL SCHOLARSHIPS.
Program accomplishments
- SCHOLARSHIPS ARE AWARDED TO STUDENTS ENTERING A 4 YEAR COLLEGE OR UNIVERSITY THAT HAVE A PARENT, GRANDPARENT OR LEGAL GUARDIAN AFFILIATED WITH THE CALIFORNIA BEVERAGE ALCOHOL INDUSTRY.Expenses $543,293 · grants $271,955
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 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0262226
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $2,155,408
- Income (IRS master file)
- $1,062,975
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $611,766 | $642,105 | $2,155,408 | IRS |
| 990 | December 2023 | $671,532 | $627,696 | $2,125,455 | XML |
| 990 | December 2022 | $746,708 | $691,553 | $1,929,071 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 33-0262226).
Questions about CHRISTERMON FOUNDATION
- What is the EIN of CHRISTERMON FOUNDATION?
- The employer identification number (EIN) of CHRISTERMON FOUNDATION is 33-0262226.
- Is CHRISTERMON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to CHRISTERMON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHRISTERMON FOUNDATION 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 CHRISTERMON 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 CHRISTERMON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CHRISTERMON FOUNDATION?
- The 990 for the year ended December 31, 2024 names STEVE POWELL.
- Who are the officers and directors of CHRISTERMON FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 22 people; 0 received compensation from the organization.
- How much revenue does CHRISTERMON FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $611,766, expenses of $642,105 and total assets of $2,155,408 at year end.
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