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Nonprofit · EIN 51-0515757

CERITY PARTNERS FOUNDATION

Also known as MARIN COMMUNITY FOUNDATION

Tax-exempt · NOVATO, CA 94949

Financials

$4.7M$4.6M2024
Revenue Expenses · by fiscal year end
Financials of CERITY PARTNERS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$4,711,276$4,645,781$65,495$35,618,597$89,752$35,528,845
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,745,758
Program service revenue
$0
Investment income
$965,518
Net gain from sales of assets
-$3,375
Other revenue
$0

Expenses

Grants and similar amounts paid
$4,355,722
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,835
Program services (functional)
$4,357,557
Management and general (functional)
$288,224

Balance sheet and other

Total assets, start of year
$33,174,294
Total assets, end of year
$35,618,597
Total liabilities, end of year
$89,752
Net assets, end of year
$35,528,845
Publicly traded securities
$34,302,576
Net assets without donor restrictions
$35,528,845
Gross receipts
$15,999,409
Employees
0
Volunteers
5
Year formed
2004
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
RHEA SUHPRESIDENT & CEO
Officer
0.5$0$672,522$60,261
SA HARTMANFORMER CFO (THRU 12/23)
Former
0$0$495,835$0
VIKKI GARRODDIRECTOR
Trustee or director
0.1$0$345,810$73,264
LAUREN MCCLELLANDCFO
Officer
0.5$0$361,051$51,032
ASHLEY SMITHSECRETARY (THRU 03/25)
Officer
0.1$0$158,020$57,890
RICHARD LONGBOARD CHAIR
Trustee or director
0.1$0$0$0
AARON WAXMANBOARD CHAIR (THRU 11/24)
Trustee or director
0.1$0$0$0
TED MITCHELLDIRECTOR
Trustee or director
0.1$0$0$0
THOMAS REICHERDIRECTOR
Trustee or director
0.1$0$0$0
ROXANNE RICHARDSSECRETARY
Officer
0.25$0$0$0

Address and contacts

Address (IRS master file)
5 HAMILTON LANDING STE 200, NOVATO, CA 94949-8263
In care of
% SID HARTMAN
Principal officer (990 for 2024)
RHEA SUH, 5 HAMILTON LANDING, NOVATO, CA 94949
Signed the 990
LAUREN MCCLELLAND, CFO
Phone
(415) 464-2500
Return prepared by
ARMANINO ADVISORY LLC

Mission

MOBILIZING THE POWER OF COMMUNITY AND THE RESOURCES OF PHILANTHROPY TO ADVANCE EQUITY FOR PEOPLE, PLACES AND THE PLANET.

990 for the year ended June 30, 2025

Program accomplishments

  • DURING THE FISCAL YEAR ENDING JUNE 30, 2025, THE FOUNDATION AWARDED 610 GRANTS FOR $4,355,722.
    Expenses $4,357,557 · grants $4,355,722

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
51-0515757
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2005
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$35,618,597
Income (IRS master file)
$15,999,409

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024–––IRS
990June 2023$2,497,295$4,179,883$35,256,571IRS
990June 2022$16,614,199$12,368,636$39,316,307IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 CERITY PARTNERS FOUNDATION

What is the EIN of CERITY PARTNERS FOUNDATION?
The employer identification number (EIN) of CERITY PARTNERS FOUNDATION is 51-0515757.
Is CERITY PARTNERS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to CERITY PARTNERS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does CERITY PARTNERS 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 CERITY PARTNERS 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 CERITY PARTNERS 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 CERITY PARTNERS FOUNDATION?
The 990 for the year ended June 30, 2025 names RHEA SUH.
Who are the officers and directors of CERITY PARTNERS FOUNDATION?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does CERITY PARTNERS FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $4,711,276, expenses of $4,645,781 and total assets of $35,618,597 at year end.

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