Nonprofit · EIN 77-0572317
WESTLAKE VILLAGE FOUNDATION
Tax-exempt · WESTLAKE VLG, CA 91361
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $53,778 | $44,719 | $9,059 | $46,186 | – | $46,186 |
| June 30, 2025 | 990-EZ | $40,990 | $71,463 | -$30,473 | $36,627 | – | $36,627 |
| June 30, 2024 | 990-EZ | $35,001 | $16,500 | $18,501 | $67,100 | – | $67,100 |
| June 30, 2023 | 990-EZ | $37,227 | $46,137 | -$8,910 | $48,599 | – | $48,599 |
| June 30, 2022 | 990-EZ | $27,868 | $8,500 | $19,368 | $57,509 | – | $57,509 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $53,753
- Other revenue
- $25
Expenses
- Grants and similar amounts paid
- $6,150
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,755
- Other expenses
- $36,814
- Program services (functional)
- $6,150
Balance sheet and other
- Total assets, start of year
- $37,127
- Total assets, end of year
- $46,186
- Total liabilities, end of year
- –
- Net assets, end of year
- $46,186
- Cash, savings and investments
- $46,186
- Gross receipts
- $53,778
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-EZ for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRAD HALPERN | VICE CHAIR | 1 | $0 |
| SUSAN MCSWEENEY | Chairman | 1 | $0 |
| KELLY HONIG | Trustee | 1 | $0 |
| HARRY CRONER | Trustee | 1 | $0 |
| BEVERLY BRUTZKUS | Trustee | 1 | $0 |
| ROBERT DE GEUS | CEO | 1 | $0 |
| ANTOINETTE MANN | Secretary | 1 | $0 |
990-EZ for the year ended June 30, 2025: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRAD HALPERN | Trustee | 1 | $0 |
| SUSAN MCSWEENEY | Chairman | 1 | $0 |
| KELLY HONIG | VICE CHAIR | 1 | $0 |
| HARRY CRONER | Trustee | 1 | $0 |
| BEVERLY BRUTZKUS | Trustee | 1 | $0 |
| ROBERT DE GEUS | CEO | 1 | $0 |
| ANTOINETTE MANN | Secretary | 1 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRAD HALPERN | Trustee | 1 | $0 |
| SUSAN MCSWEENEY | Chairman | 1 | $0 |
| KELLY HONIG | VICE CHAIR | 1 | $0 |
| HARRY CRONER | Trustee | 1 | $0 |
| BEVERLY BRUTZKUS | Trustee | 1 | $0 |
| ROBERT DE GEUS | CEO | 1 | $0 |
| ANTOINETTE MANN | Secretary | 1 | $0 |
990-EZ for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRAD HALPERN | Trustee | 1 | $0 |
| SUSAN MCSWEENEY | VICE CHAIR | 1 | $0 |
| KELLY HONIG | Chairman | 1 | $0 |
| HARRY CRONER | Trustee | 1 | $0 |
| BEVERLY BRUTZKUS | Trustee | 1 | $0 |
| ROBERT DE GEUS | CEO | 1 | $0 |
| ROBERT BIERY | CFO | 1 | $0 |
| ANTOINETTE MANN | Secretary | 1 | $0 |
990-EZ for the year ended June 30, 2022: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRAD HALPERN | Chairman | 1 | $0 |
| SUSAN MCSWEENEY | VICE CHAIR | 1 | $0 |
| KELLY HONIG | Trustee | 1 | $0 |
| HARRY CRONER | Trustee | 1 | $0 |
| BEVERLY BRUTZKUS | Trustee | 1 | $0 |
| ROBERT DE GEUS | CEO | 1 | $0 |
| ROBERT BIERY | CFO | 1 | $0 |
| ANTOINETTE MANN | Secretary | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 31200 OAK CREST DR, WESTLAKE VLG, CA 91361-4643
- In care of
- % ROBERT S BIERY
- Mailing address (990-N for 2008)
- 31200 Oak Crest Drive, Westlake Village CA 91361
- Principal officer (990-N for 2008)
- Robert Biery, 31200 Oak Crest Drive, Westlake Village CA 91361
- Signed the 990-EZ
- ROBERT DE GEUS, CEO
- Phone
- (818) 706-1613
- Website
- wlv.org
- Return prepared by
- Moss Levy & Hartzheim CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0572317 or by the name WESTLAKE VILLAGE 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
TO PROMOTE AND PROVIDE CHARITABLE, CULTURAL, AND EDUCATIONAL ACTIVITIES, PROGRAMS, AND SERVICES FOR THOSE WHO LIVE AND WORK IN THE CITY OF WESTLAKE VILLAGE.
Program accomplishments
- PROVIDED INDIVIDUAL UP TO $2,500 EDUCATIONAL SCHOLARSHIPS TO RESIDENTS OF WESTLAKE VILLAGEExpenses $6,150
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 77-0572317
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20)
- Assets (IRS master file)
- $46,186
- Income (IRS master file)
- $53,778
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $53,778 | $44,719 | $46,186 | XML |
| 990-EZ | June 2025 | $40,990 | $71,463 | $36,627 | IRS |
| 990-EZ | June 2024 | $35,001 | $16,500 | $67,100 | IRS |
| 990-EZ | June 2023 | $37,227 | $46,137 | $48,599 | XML |
| 990-EZ | June 2022 | $27,868 | $8,500 | $57,509 | XML |
| 990-N for 2008 Officer: Robert Biery | June 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 77-0572317).
Questions about WESTLAKE VILLAGE FOUNDATION
- What is the EIN of WESTLAKE VILLAGE FOUNDATION?
- The employer identification number (EIN) of WESTLAKE VILLAGE FOUNDATION is 77-0572317.
- Is WESTLAKE VILLAGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to WESTLAKE VILLAGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTLAKE VILLAGE 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 WESTLAKE VILLAGE FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTLAKE VILLAGE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who is the principal officer of WESTLAKE VILLAGE FOUNDATION?
- The 990-N for 2008 names Robert Biery.
- Who are the officers and directors of WESTLAKE VILLAGE FOUNDATION?
- The 990-EZ for the year ended June 30, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does WESTLAKE VILLAGE FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $53,778, expenses of $44,719 and total assets of $46,186 at year end.
Other nonprofits in WESTLAKE VLG
- CONEJO VALLEY VILLAGE EIN 81-1010434 · last filed 990-EZ for 2025
- JRA NATION EIN 85-3317792 · last filed 990-EZ for 2023
- BIO SCIENCE ALLIANCE EIN 45-1624785 · last filed 990-N for 2025
- GOLD COAST EXECUTIVE FORUM EIN 92-0621481 · last filed 990-N for 2025
- CONEJO VALLEY ESTATE PLANNING COUNCIL INC EIN 84-3946227 · last filed 990-N for 2025
- HEALTH CARE LA IPA EIN 95-4298276 · last filed 990 for 2024
- CONRAD N HILTON FOUNDATION EIN 94-3100217 · last filed 990-PF for 2024
- OAKS CHRISTIAN SCHOOL EIN 95-4656912 · last filed 990 for 2025
All nonprofits in WESTLAKE VLG · California · Community improvement and capacity building