Nonprofit · EIN 33-0593010
THE NEWPORT BEACH LIBRARY FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,938,393 | $3,384,575 | $553,818 | $9,344,808 | $4,650,565 | $4,694,243 |
| June 30, 2024 | 990 | $7,111,675 | $9,869,745 | -$2,758,070 | $5,949,058 | $2,107,728 | $3,841,330 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,566,598
- Program service revenue
- $114,349
- Investment income
- $257,446
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,696,505
- Compensation of officers, directors and key employees
- $127,617
- Other salaries and wages
- $153,886
- Salaries, compensation and benefits (total)
- $304,831
- Professional fundraising fees
- $0
- Legal fees
- $5,219
- Accounting fees
- $29,613
- Travel
- $59,511
- Depreciation
- $1,745
- Program services (functional)
- $3,016,934
- Management and general (functional)
- $208,826
- Fundraising (functional)
- $158,815
Balance sheet and other
- Total assets, start of year
- $5,949,058
- Total assets, end of year
- $9,344,808
- Total liabilities, end of year
- $4,650,565
- Net assets, end of year
- $4,694,243
- Land, buildings and equipment
- $2,127
- Net assets without donor restrictions
- $876,828
- Net assets with donor restrictions
- $3,817,415
- Gross receipts
- $3,938,393
- Employees
- 5
- Volunteers
- 48
- Year formed
- 1989
- 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 |
|---|---|---|---|
| JEROLD D KAPPEL | CEO Officer | 40 | $124,804 |
| KEVIN BARLOW | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| LINDA BEIMFOHR | DIRECTOR Trustee or director | 5 | $0 |
| JOY BRENNER | DIRECTOR Trustee or director | 5 | $0 |
| KAREN HEATH CLARK | IMMEDIATE PAST CHAIR Trustee or director | 5 | $0 |
| PATRICIA PATTY DREYFUS | DIRECTOR Trustee or director | 5 | $0 |
| ANDREW GERKEN | DIRECTOR Trustee or director | 5 | $0 |
| DEV GHOSE | DIRECTOR Trustee or director | 5 | $0 |
| MEGAN GORMAN | DIRECTOR Trustee or director | 5 | $0 |
| RANDY HEYLER | DIRECTOR Trustee or director | 5 | $0 |
| JANET S HADLEY MSN | DIRECTOR Trustee or director | 5 | $0 |
| MARILYN KRAHE | CHAIR Trustee or director, Officer | 5 | $0 |
| MIREYA LLAURADO | SECRETARY Trustee or director | 5 | $0 |
| WALTER STAHR | DIRECTOR Trustee or director | 5 | $0 |
| ANN DOYLE STEPHENS | DIRECTOR Trustee or director | 5 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILL JOHNSON-TUCKER | DIRECTOR Trustee or director | 5 | $0 |
| PAUL WATKINS | DIRECTOR Trustee or director | 5 | $0 |
| ADRIAN WINDSOR | DIRECTOR Trustee or director | 5 | $0 |
| MILES YOURMAN | TREASURER Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEROLD D KAPPEL | CEO Officer | 40 | $115,650 |
| KEVIN BARLOW | CHAIR Trustee or director, Officer | 5 | $0 |
| KAREN HEATH CLARK | IMMEDIATE PAST CHAIR Trustee or director | 5 | $0 |
| MARILYN KRAHE | VICE CHAIR & SECRETARY Trustee or director, Officer | 5 | $0 |
| EMILIE MENGHIN | TREASURER Trustee or director, Officer | 5 | $0 |
| LINDA BEIMFOHR | DIRECTOR Trustee or director | 5 | $0 |
| PATRICIA PATTY DREYFUS | DIRECTOR Trustee or director | 5 | $0 |
| RANDY HEYLER | DIRECTOR Trustee or director | 5 | $0 |
| JANET S HADLEY MSN | DIRECTOR Trustee or director | 5 | $0 |
| JOHANNA LEE KIM | DIRECTOR Trustee or director | 5 | $0 |
| MIREYA LLAURADO | DIRECTOR Trustee or director | 5 | $0 |
| WALTER STAHR | DIRECTOR Trustee or director | 5 | $0 |
| ANN DOYLE STEPHENS | DIRECTOR Trustee or director | 5 | $0 |
| JILL JOHNSON-TUCKER | DIRECTOR Trustee or director | 5 | $0 |
| JOY BRENNER | DIRECTOR Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 AVOCADO AVE, NEWPORT BEACH, CA 92660-7915
- In care of
- % DAVID R CARMICHAEL
- Principal officer (990 for 2024)
- JEROLD D KAPPEL, 1000 AVOCADO AVE, NEWPORT BEACH, CA 92660
- Signed the 990
- JEROLD D KAPPEL, CEO
- Phone
- (949) 717-3890
- Website
- WWW.NBPLF.FOUNDATION
- Return prepared by
- DAVIS FARR LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0593010 or by the name THE NEWPORT BEACH LIBRARY 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
THE NEWPORT BEACH PUBLIC LIBRARY FOUNDATION FUNDS VALUABLE LIBRARY RESOURCES,PROGRAMS AND SERVICES, AND ENGAGES THE COMMUNITY THROUGH THE CREATION AND SPONSORSHIP OF DIVERSE LITERARY, CULTURAL AND INTELLECTUAL PROGRAMS.
Program accomplishments
- THE FOUNDATION PRESENTED 47 PROGRAMS IN THE 2024-2025 SEASON FOR THE NEWPORT BEACH PUBLIC LIBRARY WITH 35 BEING FREE TO THE PUBLIC. PROGRAMMING INCLUDES THE 28TH SEASON OF THE DISTINGUISHED SPEAKER SERIES, WITTE LECTURES, AND THE 11TH SEASON OF THE LIBRARY LIVE AUTHOR SERIES. THESE TWO SERIES WERE SOLD OUT. FREE COMMUNITY PROGRAMS INCLUDE THE FINANCIAL LITERACY WORKSHOPS, MEDICINE IN OUR BACKYARD, SPOTLIGHT ON SCIENCE, AND THE BOOK DISCUSSION GROUP. ALL FOUR COMMUNITY PROGRAMS HAD SIGNIFICANTLY INCREASED ATTENDANCE. ADDITIONALLY, THE FOUNDATION IS IN AN AGREEMENT WITH THE CITY OF NEWPORT BEACH TO GARNER COMMUNITY SUPPORT TO FUND 50% OF A NEW LIBRARY LECTURE HALL AND CIVIC AUDITORIUM. THIS CAPITAL CAMPAIGN IS IN ADDITION TO ITS ANNUAL FUNDRAISING TO SUPPORT PROGRAMMING AND THE LIBRARY'S ANNUAL GRANT REQUEST FOR CAPITAL IMPROVEMENTS AND ADDITIONAL PATRON SERVICES. THE FOUNDATION ALSO THE LIBRARY FOUNDATION ASSUMED RESPONSIBILITY FOR THE RESERVE FUNDS OF THE FORMER PALS4PAL SUPPORT GROUP OF THE NEWPORT BEACH PUBLIC LIBRARY'S PROJECT ADULT LITERACY PROGRAM. PALS4PAL CEASED OPERATIONS. THE LIBRARY FOUNDATION ACCEPTED THE FUNDS TO BE MANAGED AND DISTRIBUTED TO THE LIBRARY UNDER ITS EXISTING INVESTMENT AND DISTRIBUTION POLICY GOVERNING ITS ENDOWMENT.Expenses $3,016,934 · grants $2,696,505 · revenue $114,349
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
- 33-0593010
- 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
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $9,344,808
- Income (IRS master file)
- $3,938,393
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,938,393 | $3,384,575 | $9,344,808 | IRS |
| 990 | June 2024 | $7,111,675 | $9,869,745 | $5,949,058 | XML |
| 990 | June 2023 | $3,624,509 | $674,558 | $6,266,139 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 33-0593010).
Questions about THE NEWPORT BEACH LIBRARY FOUNDATION
- What is the EIN of THE NEWPORT BEACH LIBRARY FOUNDATION?
- The employer identification number (EIN) of THE NEWPORT BEACH LIBRARY FOUNDATION is 33-0593010.
- Is THE NEWPORT BEACH LIBRARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to THE NEWPORT BEACH LIBRARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE NEWPORT BEACH LIBRARY 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 THE NEWPORT BEACH LIBRARY FOUNDATION 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 THE NEWPORT BEACH LIBRARY FOUNDATION 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 THE NEWPORT BEACH LIBRARY FOUNDATION?
- The 990 for the year ended June 30, 2025 names JEROLD D KAPPEL.
- Who are the officers and directors of THE NEWPORT BEACH LIBRARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 19 people; 1 received compensation from the organization, the highest $124,804 (JEROLD D KAPPEL, CEO).
- How much revenue does THE NEWPORT BEACH LIBRARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,938,393, expenses of $3,384,575 and total assets of $9,344,808 at year end.
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