Nonprofit · EIN 33-0760626
SHADETREE PARTNERSHIP INC
Tax-exempt · IRVINE, CA 92619
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $18,824 | $7,783 | $11,041 | $21,714 | $0 | $21,714 |
| June 30, 2024 | 990 | $14,315 | $3,770 | $10,545 | $11,995 | $1,322 | $10,673 |
| June 30, 2023 | 990 | $1,903 | $3,169 | -$1,266 | $128 | $0 | $128 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $18,387
- Program service revenue
- $0
- Investment income
- $437
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,205
- Management and general (functional)
- $7,783
Balance sheet and other
- Total assets, start of year
- $11,995
- Total assets, end of year
- $21,714
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,714
- Net assets without donor restrictions
- $21,714
- Gross receipts
- $18,824
- Employees
- 0
- Volunteers
- 2,123
- Year formed
- 1997
- 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 | DIRECTOR Trustee or director | 1 | $0 | $473,539 | $61,257 |
| PAUL WEGHORST | EXECUTIVE DIRECTOR, WATER Highest-paid employee | 1 | $0 | $317,351 | $64,594 |
| KEVIN BURTON | EXECUTIVE DIRECTOR, TECHNI Highest-paid employee | 1 | $0 | $328,315 | $53,008 |
| WENDY CHAMBERS | EXECUTIVE DIRECTOR, OPERAT Highest-paid employee | 1 | $0 | $296,492 | $46,824 |
| NEVEEN ADLY | EXECUTIVE DIRECTOR, FINANCE & ADMINISTRATION Highest-paid employee | 1 | $0 | $293,345 | $45,625 |
| FIONA SANCHEZ | DIRECTOR OF WATER SERVICES Highest-paid employee | 1 | $0 | $272,248 | $51,845 |
| EILEEN LIN | TREASURER Trustee or director, Officer | 1 | $0 | $232,618 | $51,316 |
| IAN SWIFT | DIRECTOR Trustee or director | 1 | $0 | $182,392 | $27,881 |
| LISA SRADER | DIRECTOR Trustee or director | 1 | $0 | $146,202 | $41,389 |
| JENNY RONEY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GREG BROOKS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MEGAN LULOW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CLAIRE HERVEY COLLINS | ATTORNEY Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL COOK | DIRECTOR Trustee or director | 1 | $0 | $439,740 | $55,007 |
| KEVIN BURTON | EXECUTIVE DIRECTOR, TECHNICAL SERVICES Highest-paid employee | 1 | $0 | $329,493 | $53,214 |
| PAUL WEGHORST | EXECUTIVE DIRECTOR, WATER POLICY Highest-paid employee | 1 | $0 | $301,817 | $58,118 |
| CHERYL CLARY | EXECUTIVE DIRECTOR, FINANCE Highest-paid employee | 1 | $0 | $315,930 | $27,548 |
| WENDY CHAMBERS | EXECUTIVE DIRECTOR, OPERATIONS Highest-paid employee | 1 | $0 | $284,701 | $42,676 |
| FIONA SANCHEZ | DIRECTOR OF WATER SERVICES Highest-paid employee | 1 | $0 | $260,545 | $53,016 |
| LESLIE BONKOWSKI | DIRECTOR/SECRETARY Trustee or director, Officer | 1 | $0 | $179,893 | $25,725 |
| IAN SWIFT | DIRECTOR Trustee or director | 1 | $0 | $171,777 | $26,117 |
| THOMAS BONKOWSKI | DIRECTOR/TREASURER Trustee or director | 1 | $0 | $159,212 | $25,050 |
| MARY AILEEN MATHEIS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JENNY RONEY | DIRECTOR/SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GREG BROOKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CLAIRE HERVEY COLLINS | ATTORNEY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| EILEEN LIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MATT RAYL | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL COOK | DIRECTOR Trustee or director | 1 | $0 | $410,282 | $49,997 |
| KEVIN BURTON | EXECUTIVE DIRECTOR, TECHNI Highest-paid employee | 1 | $0 | $329,901 | $48,579 |
| PAUL WEGHORST | EXECUTIVE DIRECTOR, WATER Highest-paid employee | 1 | $0 | $301,128 | $50,970 |
| CHERYL CLARY | EXECUTIVE DIRECTOR, FINANC Highest-paid employee | 1 | $0 | $290,089 | $34,840 |
| WENDY CHAMBERS | EXECUTIVE DIRECTOR, OPERAT Highest-paid employee | 1 | $0 | $269,338 | $47,461 |
| ROBERT JACOBSON | TREASURER Highest-paid employee | 1 | $0 | $266,193 | $41,326 |
| LESLIE BONKOWSKI | DIRECTOR / SECRETARY Trustee or director, Officer | 1 | $0 | $167,997 | $22,840 |
| IAN SWIFT | DIRECTOR Trustee or director | 1 | $0 | $163,508 | $24,295 |
| THOMAS BONKOWSKI | DIRECTOR / TREASURER Trustee or director, Officer | 1 | $0 | $151,107 | $22,232 |
| JENNY RONEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY AILEEN MATHEIS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MATT RAYL | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GREG BROOKS | 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
- % IRVINE RANCH WATER DISTRICT
- Principal officer (990 for 2024)
- EILEEN LIN, PO BOX 57000, IRVINE, CA 92619
- Signed the 990
- EILEEN LIN, TREASURER
- Phone
- (949) 453-5300
- Website
- WWW.SHADETREEPARTNERSHIP.ORG
- Return prepared by
- DAVIS FARR LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0760626 or by the name SHADETREE PARTNERSHIP INC.
- 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 MISSION OF THE ORGANIZATION IS TO PROMOTE MORE LIVABLE COMMUNITIES THROUGH THE PLANTING AND STEWARDSHIP OF SHADE TREES.
Program accomplishments
- FOSTER PUBLIC PARTICIPATION IN THE ENHANCEMENT AND PRESERVATION OF URBAN RESOURCES.
- PROVIDE OPPORTUNITY FOR ON-SITE EDUCATION IN REGARDS TO TREE PLANTING AND CARE.
- PROMOTE PUBLIC AWARENESS AND UNDERSTANDING OF URBAN FORESTRY, THE RELATIONSHIP BETWEEN URBAN FORESTRY AND THE USE, AND CONSERVATION OF WATER RESOURCES.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 33-0760626
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Environment (C40)
- Assets (IRS master file)
- $21,714
- Income (IRS master file)
- $18,824
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $18,824 | $7,783 | $21,714 | XML |
| 990 | June 2024 | $14,315 | $3,770 | $11,995 | IRS |
| 990 | June 2023 | $1,903 | $3,169 | $128 | XML |
| 990 | June 2022 | $4,464 | $4,500 | $1,394 | 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 33-0760626).
Questions about SHADETREE PARTNERSHIP INC
- What is the EIN of SHADETREE PARTNERSHIP INC?
- The employer identification number (EIN) of SHADETREE PARTNERSHIP INC is 33-0760626.
- Is SHADETREE PARTNERSHIP INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to SHADETREE PARTNERSHIP INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHADETREE PARTNERSHIP INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of SHADETREE PARTNERSHIP 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 SHADETREE PARTNERSHIP 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 SHADETREE PARTNERSHIP INC?
- The 990 for the year ended June 30, 2025 names EILEEN LIN.
- Who are the officers and directors of SHADETREE PARTNERSHIP INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does SHADETREE PARTNERSHIP INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $18,824, expenses of $7,783 and total assets of $21,714 at year end.
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