Nonprofit · EIN 52-1267498
WALDEN SIERRA CORPORATION
Tax-exempt · CHARLOTT HALL, MD 20622
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $276,021 | $1,014,902 | -$738,881 | $2,944,409 | $852 | $2,943,557 |
| June 30, 2024 | 990 | $200,452 | $648,775 | -$448,323 | $3,307,470 | $754 | $3,306,716 |
| June 30, 2023 | 990 | -$222,656 | $575,984 | -$798,640 | $3,407,895 | $710 | $3,407,185 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $133,812
- Net gain from sales of assets
- $142,209
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $170,000
- Disbursements for charitable purposes
- $512,819
- Excise tax on investment income
- $2,838
Balance sheet and other
- Total assets, start of year
- $3,307,470
- Total assets, end of year
- $2,944,409
- Total liabilities, end of year
- $852
- Net assets, end of year
- $2,943,557
- Fair market value of assets
- $2,944,409
- Qualifying distributions
- $512,819
- Net investment income
- $276,021
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-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN O'BRIEN PHD 21600 SWAN CREEK LANE, LEONARDTOWN, MD 20650 | CEO | 40 | $170,000 |
| DANIEL ICHNIOWSKI 21600 SWAN CREEK LANE, LEONARDTOWN, MD 20650 | CHAIRMAN | 1 | $0 |
| BETSY BOSSART 21600 SWAN CREEK LANE, LEONARDTOWN, MD 20650 | DIRECTOR | 1 | $0 |
| NONDIE HEPHILL JD 21600 SWAN CREEK LANE, LEONARDTOWN, MD 20650 | DIRECTOR | 1 | $0 |
| DANIEL MCFARLAND 21600 SWAN CREEK LANE, LEONARDTOWN, MD 20650 | DIRECTOR | 1 | $0 |
| KELSEY BUSH 21600 SWAN CREEK LANE, LEONARDTOWN, MD 20650 | DIRECTOR | 1 | $0 |
| MIRANDA RUSSELL 21600 SWAN CREEK LANE, LEONARDTOWN, MD 20650 | DIRECTOR | 1 | $0 |
| HARRY LANCASTER 21600 SWAN CREEK LANE, LEONARDTOWN, MD 20650 | DIRECTOR | 1 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN O'BRIEN PHD | CEO Officer | 40 | $170,000 |
| DANIEL ICHNIOWSKI | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| BETSY BOSSART | DIRECTOR Trustee or director | 1 | $0 |
| NONDIE HEPHILL JD | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL MCFARLAND | DIRECTOR Trustee or director | 1 | $0 |
| KELSEY BUSH | DIRECTOR Trustee or director | 1 | $0 |
| MIRANDA RUSSELL | DIRECTOR Trustee or director | 1 | $0 |
| HARRY S LANCASTER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN O'BRIEN PHD | CEO Officer | 40 | $170,000 |
| DANIEL ICHNIOWSKI | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| BETSY BOSSART | DIRECTOR Trustee or director | 1 | $0 |
| NONDIE HEPHILL JD | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL MCFARLAND | DIRECTOR Trustee or director | 1 | $0 |
| KELSEY BUSH | DIRECTOR Trustee or director | 1 | $0 |
| MIRANDA RUSSELL | DIRECTOR Trustee or director | 1 | $0 |
| HARRY S LANCASTER | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 30007 BUSINESS CENTER DR, CHARLOTT HALL, MD 20622-3101
- Signed the 990-PF
- KATHLEEN O'BRIEN, CEO
- Phone
- (301) 304-1489
- Website
- HTTP://WALDENWISE.ORG/
- Return prepared by
- HEIMLANTZ CPAS & ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1267498
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1983
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Mental health and crisis intervention (F22Z)
- Assets (IRS master file)
- $2,944,409
- Income (IRS master file)
- $2,310,761
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $276,021 | $1,014,902 | $2,944,409 | IRS |
| 990 | June 2024 | $200,452 | $648,775 | $3,307,470 | IRS |
| 990 | June 2023 | -$222,656 | $575,984 | $3,407,895 | XML |
| 990 | June 2022 | -$599,546 | $506,696 | $3,745,782 | 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 52-1267498).
Questions about WALDEN SIERRA CORPORATION
- What is the EIN of WALDEN SIERRA CORPORATION?
- The employer identification number (EIN) of WALDEN SIERRA CORPORATION is 52-1267498.
- Is WALDEN SIERRA CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to WALDEN SIERRA CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALDEN SIERRA CORPORATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALDEN SIERRA CORPORATION 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 WALDEN SIERRA CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of WALDEN SIERRA CORPORATION?
- The 990-PF for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $170,000 (KATHLEEN O'BRIEN PHD, CEO).
- How much revenue does WALDEN SIERRA CORPORATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $276,021, expenses of $1,014,902 and total assets of $2,944,409 at year end.
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