Nonprofit · EIN 33-0465358
BARDEEN PARTNERS INC
Tax-exempt · IRVINE, CA 92619
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,686,103 | $9,426,499 | $1,259,604 | $279,126,136 | $589,573 | $278,536,563 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $575,815
- Net rental income
- $9,513,809
- Other revenue
- $10,110,288
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $9,426,499
Balance sheet and other
- Total assets, start of year
- $269,828,671
- Total assets, end of year
- $279,126,136
- Total liabilities, end of year
- $589,573
- Net assets, end of year
- $278,536,563
- Gross receipts
- $16,716,379
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL COOK | GENERAL MANAGER Officer | 1 | $0 | $473,539 | $61,257 |
| PAUL WEGHORST | EXECUTIVE DIRECTOR, WATER POLICY Highest-paid employee | 1 | $0 | $317,351 | $64,594 |
| KEVIN BURTON | EXECUTIVE DIRECTOR, TECHNICAL SERVICES Highest-paid employee | 1 | $0 | $328,315 | $53,008 |
| WENDY CHAMBERS | EXECUTIVE DIRECTOR, OPERATIONS Highest-paid employee | 1 | $0 | $296,492 | $46,824 |
| NEVEEN ADLY | TREASURER Officer | 1 | $0 | $293,345 | $45,625 |
| FIONA SANCHEZ | DIRECTOR OF WATER SERVICES Highest-paid employee | 1 | $0 | $272,248 | $51,845 |
| JOSE ZEPEDA | DIRECTOR OF WATER & RECYCLING OPERATIONS Highest-paid employee | 1 | $0 | $267,884 | $53,016 |
| JENNIFER DAVIS | ASST. TREASURER Officer | 1 | $0 | $188,960 | $41,178 |
| KRISTINE SWAN | SECRECTARY Officer | 1 | $0 | $134,559 | $35,761 |
| PEER SWAN | DIRECTOR Trustee or director | 1 | $0 | $33,993 | $29,791 |
| DOUG REINHART | PRESIDENT Trustee or director, Officer | 1 | $0 | $35,625 | $25,786 |
| JOHN WITHERS | DIRECTOR Trustee or director | 1 | $0 | $30,257 | $28,987 |
| STEVEN LAMAR | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $31,969 | $25,786 |
| DAN FERONS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CLAIRE HERVEY COLLINS | ATTORNEY Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 57000, IRVINE, CA 92619-7000
- In care of
- % BETTY J WHEELER
- Principal officer (990 for 2024)
- NEVEEN ADLY, PO BOX 57000, IRVINE, CA 92619
- Signed the 990
- NEVEEN ADLY, TREASURER
- Phone
- (949) 453-5300
- Return prepared by
- DAVIS FARR LLP
Mission
THE MISSION OF THE ORGANIZATION IS TO PROMOTE THE COMMON GOOD AND THE GENERAL WELFARE OF THE RESIDENTS, PROPERTY OWNERS AND CUSTOMERS WHO RESIDE WITHIN THE BOUNDARIES OF THE IRVINE RANCH WATER DISTRICT AND THE GOVERNMENTAL ENTERPRISES IN THE DISTRICT AND THE SURROUNDING AREAS BY ACQUIRING REAL AND PERSONAL PROPERTY TO THE BENEFIT OF THE DISTRICT AND INDIVIDUALS HEREIN DESCRIBED.
Program accomplishments
- BARDEEN PARTNERS WAS FORMED FOR THE PURPOSE OF ACCOUNTING FOR THE FINANCIAL DATA AND TRANSACTIONS FOR CERTAIN IRVINE RANCH WATER DISTRICT REAL ESTATE INVESTMENTS, INCLUDING THE INVESTMENTS IN WOOD CANYON VILLAS, SYCAMORE CANYON APARTMENTS, AND IRVINE TECHNOLOGY CENTER. BARDEEN PARTNERS IS GOVERNED BY A BOARD OF DIRECTORS CONSISTING OF THE FIVE MEMBERS OF IRVINE RANCH WATER DISTRICT'S BOARD OF DIRECTORS. BARDEEN PARTNERS DOES NOT ISSUE SEPARATE FINANCIAL STATEMENTS.Expenses $9,426,499 · revenue $10,686,103
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
- 33-0465358
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $279,126,136
- Income (IRS master file)
- $16,716,379
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $9,301,537 | $8,629,993 | $229,094,998 | IRS |
| 990 | June 2022 | $8,491,991 | $8,122,640 | $221,953,090 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about BARDEEN PARTNERS INC
- What is the EIN of BARDEEN PARTNERS INC?
- The employer identification number (EIN) of BARDEEN PARTNERS INC is 33-0465358.
- Is BARDEEN PARTNERS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1992.
- Are donations to BARDEEN PARTNERS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BARDEEN PARTNERS INC 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 BARDEEN PARTNERS INC 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 BARDEEN PARTNERS INC 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 BARDEEN PARTNERS INC?
- The 990 for the year ended June 30, 2025 names NEVEEN ADLY.
- Who are the officers and directors of BARDEEN PARTNERS INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does BARDEEN PARTNERS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,686,103, expenses of $9,426,499 and total assets of $279,126,136 at year end.
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