Nonprofit · EIN 68-0463710
MOURIER FAMILY FOUNDATION
Tax-exempt · ROSEVILLE, CA 95747
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,496,971 | $2,360,057 | $3,136,914 | $47,840,166 | $0 | $47,840,166 |
| December 31, 2024 | 990-PF | $6,683,654 | $1,858,709 | $4,824,945 | $42,974,843 | $8,076 | $42,966,767 |
| December 31, 2023 | 990-PF | $4,533,444 | $1,557,029 | $2,976,415 | $36,985,274 | $17,764 | $36,967,510 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,922,000
- Dividends
- $424,964
- Interest
- $1,079,446
- Net gain from sales of assets
- $70,561
Expenses
- Grants and similar amounts paid
- $2,281,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,297,208
- Excise tax on investment income
- $21,316
Balance sheet and other
- Total assets, start of year
- $42,974,843
- Total assets, end of year
- $47,840,166
- Total liabilities, end of year
- $0
- Net assets, end of year
- $47,840,166
- Fair market value of assets
- $47,840,166
- Qualifying distributions
- $2,297,208
- Net investment income
- $1,574,971
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN L MOURIER III 1430 BLUE OAKS BLVD STE 190, ROSEVILLE, CA 95747 | PRESIDENT | 2 | $0 |
| JENNIFER L AVERY 1430 BLUE OAKS BLVD STE 190, ROSEVILLE, CA 95747 | VICE PRESIDENT | 2 | $0 |
| KAREN HEADLEY 1430 BLUE OAKS BLVD STE 190, ROSEVILLE, CA 95747 | SECRETARY | 0.5 | $0 |
| MARTIN Z ZIEGLER 1430 BLUE OAKS BLVD STE 190, ROSEVILLE, CA 95747 | CHIEF FINANCIAL OFFICER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN L MOURIER III 1430 BLUE OAKS BLVD STE 190, ROSEVILLE, CA 95747 | PRESIDENT | 2 | $0 |
| KAREN HEADLEY 1430 BLUE OAKS BLVD STE 190, ROSEVILLE, CA 95747 | SECRETARY | 0.5 | $0 |
| MARTIN Z ZIEGLER 1430 BLUE OAKS BLVD STE 190, ROSEVILLE, CA 95747 | CHIEF FINANCIAL OFFICER | 0.5 | $0 |
| JENNIFER L AVERY 1430 BLUE OAKS BLVD STE 190, ROSEVILLE, CA 95747 | VICE PRESIDENT | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN L MOURIER III 1430 BLUE OAKS BLVD STE 190, ROSEVILLE, CA 95747 | PRESIDENT | 2 | $0 |
| KAREN HEADLEY 1430 BLUE OAKS BLVD STE 190, ROSEVILLE, CA 95747 | SECRETARY | 0.5 | $0 |
| MARTIN Z ZIEGLER 1430 BLUE OAKS BLVD STE 190, ROSEVILLE, CA 95747 | CHIEF FINANCIAL OFFICER | 0.5 | $0 |
| JENNIFER L AVERY 1430 BLUE OAKS BLVD STE 190, ROSEVILLE, CA 95747 | VICE PRESIDENT | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1430 BLUE OAKS BLVD STE 190, ROSEVILLE, CA 95747-5157
- In care of
- % JOHN L MOURIER III
- Signed the 990-PF
- MARTIN Z ZIEGLER, CHIEF FINANCIAL OFFICER
- Phone
- (916) 969-2842
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0463710 or by the name MOURIER FAMILY 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)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 68-0463710
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $47,840,166
- Income (IRS master file)
- $5,496,971
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,496,971 | $2,360,057 | $47,840,166 | XML |
| 990-PF | December 2024 | $6,683,654 | $1,858,709 | $42,974,843 | XML |
| 990-PF | December 2023 | $4,533,444 | $1,557,029 | $36,985,274 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 68-0463710).
Questions about MOURIER FAMILY FOUNDATION
- What is the EIN of MOURIER FAMILY FOUNDATION?
- The employer identification number (EIN) of MOURIER FAMILY FOUNDATION is 68-0463710.
- Is MOURIER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MOURIER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MOURIER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MOURIER FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOURIER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MOURIER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MOURIER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,496,971, expenses of $2,360,057 and total assets of $47,840,166 at year end.
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