Nonprofit · EIN 77-0076535
CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION
Tax-exempt · THOUSAND OAKS, CA 91360
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $80,762 | $31,075 | $49,687 | $3,238,603 | $2,121,718 | $1,116,885 |
| May 31, 2024 | 990 | $22,165 | $30,290 | -$8,125 | $3,166,965 | $2,155,538 | $1,011,427 |
| May 31, 2023 | 990 | $9,978 | $30,059 | -$20,081 | $2,977,873 | $2,117,973 | $859,900 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $80,762
- Net gain from sales of assets
- $67,575
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $28,820
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $28,820
- Management and general (functional)
- $2,255
Balance sheet and other
- Total assets, start of year
- $3,166,965
- Total assets, end of year
- $3,238,603
- Total liabilities, end of year
- $2,121,718
- Net assets, end of year
- $1,116,885
- Publicly traded securities
- $2,542,720
- Net assets without donor restrictions
- $37,401
- Net assets with donor restrictions
- $1,079,484
- Gross receipts
- $580,088
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1957
- 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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NUNES JOHN A | BOARD MEMBER Trustee or director | 0.3 | $0 | $263,221 | $863 |
| BIDDINGS-MURO REGINA | CHIEF EXECUTIVE OFFICER Officer | 0.3 | $0 | $237,149 | $11,327 |
| YSASI RICHARD | TREASURER (THRU 11/24) Officer | 0.3 | $0 | $232,088 | $3,597 |
| PFAHLER ELLEN | ASSISTANT TREASURER Officer | 0.3 | $0 | $165,372 | $18,393 |
| ARNOLD JOEL | CHIEF OPERATING OFFICER Officer | 0.3 | $0 | $71,892 | $12,127 |
| BAUMHEFNER LINDA | CHAIR OF THE BOARD Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| GILBERT ROD | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 | $0 |
| HILL LAUREEN | BOARD MEMBER (THRU 11/24) Trustee or director | 0.3 | $0 | $0 | $0 |
| OGBECHIE NKEM | BOARD MEMBER (THRU 11/24) Trustee or director | 0.3 | $0 | $0 | $0 |
| KRANTZ WILLIAM | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 | $0 |
| PAPAGEORGE DEBRA | BOARD MEMBER (THRU 11/24) Trustee or director | 0.3 | $0 | $0 | $0 |
| JONES KENNETH | BOARD MEMBER (AS OF 01/25) Trustee or director | 0.3 | $0 | $0 | $0 |
| FAHNESTOCK BRIAN | TREASURER (AS OF 01/25) Officer | 0.3 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| VARLOTTA LORI | BOARD MEMBER Trustee or director | 0.3 | $0 | $591,359 | $165,354 |
| BIDDINGS-MURO REGINA | CHIEF EXECUTIVE OFFICER Officer | 0.3 | $0 | $241,703 | $30,728 |
| YSASI RICHARD | TREASURER Officer | 0.3 | $0 | $223,274 | $20,127 |
| MARSH TOM | ASSISTANT TREASURER (THRU 08/23) Officer | 0.3 | $0 | $94,658 | $0 |
| ARNOLD JOEL - CHIEF | OPERATING OFFICER (AS OF 05/23) Officer | 0.3 | $0 | $75,016 | $15,189 |
| PFAHLER ELLEN | ASSISTANT TREASURER (AS OF 08/23) Officer | 0.3 | $0 | $34,861 | $2,581 |
| BAUMHEFNER LINDA | CHAIR OF THE BOARD Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| GILBERT ROD | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 | $0 |
| HILL LAUREEN | BOARD MEMBER (AS OF 04/24) Trustee or director | 0.3 | $0 | $0 | $0 |
| KRANTZ WILLIAM | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 | $0 |
| OGBECHIE NKEM | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 | $0 |
| PAPAGEORGE DEBRA | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| VARLOTTA LORI | BOARD MEMBER Trustee or director | 0.3 | $0 | $564,083 | $163,429 |
| BIDDINGS-MURO REGINA | CHIEF EXECUTIVE OFFICER Officer | 0.3 | $0 | $237,145 | $32,338 |
| DAVIS KAREN | TREASURER (THRU 09/22) Officer | 0.3 | $0 | $237,933 | $25,050 |
| YSASI RICHARD | TREASURER (AS OF 09/22) Officer | 0.3 | $0 | $188,699 | $19,483 |
| SKENDERIAN JODY | COO/BOARD MEMBER (THRU 08/22) Trustee or director, Officer | 0.3 | $0 | $105,033 | $11,237 |
| JEU DE VINE BETSY | COO/BOARD MEMBER (THRU 05/23) Trustee or director, Officer | 0.3 | $0 | $73,745 | $8,967 |
| MARSH TOM | ASSISTANT TREASURER Officer | 0.3 | $0 | $47,118 | $0 |
| BAUMHEFNER LINDA | CHAIR OF THE BOARD Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| GILBERT ROD | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 | $0 |
| KRANTZ WILLIAM | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 | $0 |
| PAPAGEORGE DEBRA | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 60 WEST OLSEN ROAD MC 1200, THOUSAND OAKS, CA 91360-2700
- In care of
- % TOM MARSH CONTROLLER
- Principal officer (990 for 2024)
- DAVE LAWRENCE, 60 WEST OLSEN ROAD M/C 1200, THOUSAND OAKS, CA 913602700
- Signed the 990
- DAVE LAWRENCE, OFFICER
- Phone
- (805) 493-3181
- Website
- WWW.CALLUTHERAN.EDU
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0076535 or by the name CALIFORNIA LUTHERAN EDUCATIONAL 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)
Mission
THE MISSION OF THE CALIFORNIA LUTHERAN EDUCATION FOUNDATION IS TO MARKET, ADMINISTER AND PROVIDE TRUSTEESHIP FOR CALIFORNIA LUTHERAN UNIVERSITY'S PLANNED GIVING, CHARITABLE TRUST AND ANNUITY PROGRAMS.
Program accomplishments
- PLANNED GIVING, CHARITABLE TRUST & GIFT ANNUITY PROGRAMS.Expenses $28,820 · grants $28,820
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0076535
- 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
- 1985
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,238,603
- Income (IRS master file)
- $580,088
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $80,762 | $31,075 | $3,238,603 | XML |
| 990 | May 2024 | $22,165 | $30,290 | $3,166,965 | XML |
| 990 | May 2023 | $9,978 | $30,059 | $2,977,873 | XML |
| 990 | May 2022 | $91,781 | $28,954 | $3,261,152 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 77-0076535).
Questions about CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION
- What is the EIN of CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION is 77-0076535.
- Is CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CALIFORNIA LUTHERAN EDUCATIONAL 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 CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION?
- The 990 for the year ended May 31, 2025 names DAVE LAWRENCE.
- Who are the officers and directors of CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION?
- The 990 for the year ended May 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $80,762, expenses of $31,075 and total assets of $3,238,603 at year end.
Other nonprofits in THOUSAND OAKS
- AMGEN SAFETY NET FOUNDATION EIN 22-3850021 · last filed 990-PF for 2024
- CALIFORNIA LUTHERAN UNIVERSITY EIN 95-2962604 · last filed 990 for 2025
- COMPASS CHARTER SCHOOLS EIN 45-3643984 · last filed 990 for 2025
- AMGEN INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST EIN 26-1582113 · last filed 990 for 2024
- YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTHEAST VENTURA COUNTY EIN 95-2305501 · last filed 990 for 2025
- MANY MANSIONS A CALIFORNIA NON PROFIT CORPORATION EIN 95-3424516 · last filed 990 for 2025
- MEADOWS ARTS AND TECHNOLOGY ELEMENTARY SCHOOL EIN 61-1559832 · last filed 990 for 2025
- BRIDGES CHARTER SCHOOL EIN 27-0706178 · last filed 990 for 2025