Nonprofit · EIN 71-1010693
HEFFERNAN FOUNDATION
Tax-exempt · WALNUT CREEK, CA 94596
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,718,526 | $1,607,824 | $110,702 | $8,990,446 | $244 | $8,990,202 |
| December 31, 2023 | 990-PF | $3,144,653 | $2,447,763 | $696,890 | $8,881,384 | $1,884 | $8,879,500 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,158,814
- Dividends
- $289,261
- Interest
- $2,720
- Net gain from sales of assets
- $267,731
Expenses
- Grants and similar amounts paid
- $1,371,255
- Compensation of officers, directors and key employees
- $145,000
- Disbursements for charitable purposes
- $1,371,255
- Excise tax on investment income
- $4,059
Balance sheet and other
- Total assets, start of year
- $8,881,384
- Total assets, end of year
- $8,990,446
- Total liabilities, end of year
- $244
- Net assets, end of year
- $8,990,202
- Fair market value of assets
- $9,709,261
- Qualifying distributions
- $1,371,255
- Net investment income
- $291,981
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE LONAKER 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | EXECUTIVE DIRECTOR | 30 | $145,000 |
| MIKE HEFFERNAN 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | CHAIRMAN | 1 | $0 |
| PHILIP MORTIMER 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | CFO/TREASURER | 1 | $0 |
| LOUISA TALLARIDA 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | SECRETARY | 1 | $0 |
| KURT SCHEIDT 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | BOARD MEMBER | 1 | $0 |
| HIEU WILLIAMS 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | BOARD MEMBER | 1 | $0 |
| JEFF HAMLIN 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | BOARD MEMBER | 1 | $0 |
| RICK ALLEN 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE LONAKER 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | Executive Dir. | 30 | $134,978 |
| Mike HEFFERNAN 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | Chairman | 1 | $0 |
| Philip Mortimer 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | Treasurer | 1 | $0 |
| LOUISA TALLARIDA 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | Secretary | 1 | $0 |
| Rick Allen 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | BOARD MEMBER | 1 | $0 |
| HIEU TRAN WILLIAMS 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | BOARD MEMBER | 1 | $0 |
| Kurt Scheidt 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | BOARD MEMBER | 1 | $0 |
| Jeff Hemlin 1350 CARLBACK AVENUE STE 350, WALNUT CREEK, CA 94596 | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1350 CARLBACK AVENUE 350, WALNUT CREEK, CA 94596-7299
- In care of
- % ROBIN P NEWMAN
- Signed the 990-PF
- PHILIP MORTIMER, CFO/TREASURER
- Phone
- (925) 295-2512
- Website
- WWW.HEFFERNANFOUNDATION.COM
- Return prepared by
- HARSHWAL & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 71-1010693 or by the name HEFFERNAN 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 | Not 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
- 71-1010693
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,990,446
- Income (IRS master file)
- $1,718,526
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,718,526 | $1,607,824 | $8,990,446 | IRS |
| 990-PF | December 2023 | $3,144,653 | $2,447,763 | $8,881,384 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 71-1010693).
Questions about HEFFERNAN FOUNDATION
- What is the EIN of HEFFERNAN FOUNDATION?
- The employer identification number (EIN) of HEFFERNAN FOUNDATION is 71-1010693.
- Is HEFFERNAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to HEFFERNAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEFFERNAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEFFERNAN FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEFFERNAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HEFFERNAN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $145,000 (MICHELLE LONAKER, EXECUTIVE DIRECTOR).
- How much revenue does HEFFERNAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,718,526, expenses of $1,607,824 and total assets of $8,990,446 at year end.
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All nonprofits in WALNUT CREEK · California · Philanthropy, voluntarism and grantmaking foundations