Nonprofit · EIN 82-2771192
CARMEL VALLEY MANOR FOUNDATION
Tax-exempt · CARMEL, CA 93923
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,771,688 | $718,388 | $3,053,300 | $22,554,985 | $21,266 | $22,533,719 |
| December 31, 2024 | 990 | $1,694,087 | $660,346 | $1,033,741 | $17,087,353 | $291 | $17,087,062 |
| December 31, 2023 | 990 | $1,645,634 | $1,004,639 | $640,995 | $15,315,231 | $0 | $15,315,231 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,299,104
- Program service revenue
- $0
- Investment income
- $472,584
- Net gain from sales of assets
- $50,204
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $612,336
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $12,828
- Accounting fees
- $20,475
- Program services (functional)
- $612,336
- Management and general (functional)
- $106,052
Balance sheet and other
- Total assets, start of year
- $17,087,353
- Total assets, end of year
- $22,554,985
- Total liabilities, end of year
- $21,266
- Net assets, end of year
- $22,533,719
- Publicly traded securities
- $17,664,920
- Net assets without donor restrictions
- $9,519,757
- Net assets with donor restrictions
- $13,013,962
- Gross receipts
- $3,771,688
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2017
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY ZIMMER | PRESIDENT & CEO Officer | 5 | $0 | $626,174 | $44,875 |
| ANN-ELISE EMERSON | CHIEF FINANCIAL OFFICER Officer | 5 | $0 | $339,610 | $66,660 |
| TREY BUSCH | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| HARRY HANSON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| CHRIS STEINBRUNER | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BEVERLY HAMILTON | SECRETARY (AS OF 01/25) Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KEVIN CARTWRIGHT | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ALEXANDER CROSBY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JERRY KITCHEN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOHN MAHONEY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| STEVE MERRELL | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOHN STAPLES | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY ZIMMER | PRESIDENT & CEO Officer | 5 | $0 | $358,167 | $43,654 |
| ANN-ELISE EMERSON | CHIEF FINANCIAL OFFICER Officer | 5 | $0 | $213,551 | $46,188 |
| TREY BUSCH | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| HARRY HANSON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| CHRIS STEINBRUNER | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| IATHAN ANNAND | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BERTIE BIALEK | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KEVIN CARTWRIGHT | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ALEXANDER CROSBY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| SUSAN FREELAND | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BEVERLY HAMILTON | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JERRY KITCHEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JOHN MAHONEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| STEVE MERRELL | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JOHN STAPLES | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jay Zimmer | President & CEO Officer | 4 | $0 | $380,744 | $35,429 |
| Ann Elise Emerson | CFO Officer | 4 | $0 | $230,145 | $33,187 |
| Susan Freeland | Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Harry Hanson | Vice-Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Iathan Annand | Secretary Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Christopher Steinbruner | Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| RB Busch III | Director Trustee or director | 2 | $0 | $0 | $0 |
| John Staples | Director Trustee or director | 2 | $0 | $0 | $0 |
| John Mahoney | Director Trustee or director | 2 | $0 | $0 | $0 |
| Gerald Kitchen | Director Trustee or director | 2 | $0 | $0 | $0 |
| Al Crosby | Director Trustee or director | 2 | $0 | $0 | $0 |
| Bertie Bialek | Director Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8545 CARMEL VALLEY RD, CARMEL, CA 93923-9556
- Principal officer (990 for 2025)
- JAY ZIMMER, 8545 CARMEL VALLEY ROAD, CARMEL, CA 93923
- Signed the 990
- JAY ZIMMER, PRESIDENT & CEO
- Phone
- (831) 624-1281
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE MISSION OF CARMEL VALLEY MANOR FOUNDATION IS TO PRUDENTLY MANAGE ITS ASSETS IN ORDER TO PROVIDE CARMEL VALLEY MANOR WITH FUNDS AS NEEDED AND TO SEEK OTHER SOURCES OF FUNDS TO INCREASE ITS ASSET BASE.
Program accomplishments
- THE FOUNDATION RAISED FUNDS FOR CARMEL VALLEY MANOR'S GRACE & FAVOR BENEVOLENCE PROGRAM AND TO SUPPORT THE BUILDING OF A MEMORY CARE CENTER ON CARMEL VALLEY MANOR'S CAMPUS.Expenses $612,336 · grants $612,336
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 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-2771192
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $22,554,985
- Income (IRS master file)
- $3,771,688
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,771,688 | $718,388 | $22,554,985 | XML |
| 990 | December 2024 | $1,694,087 | $660,346 | $17,087,353 | XML |
| 990 | December 2023 | $1,645,634 | $1,004,639 | $15,315,231 | XML |
| 990 | December 2022 | $653,574 | $791,631 | $14,479,362 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about CARMEL VALLEY MANOR FOUNDATION
- What is the EIN of CARMEL VALLEY MANOR FOUNDATION?
- The employer identification number (EIN) of CARMEL VALLEY MANOR FOUNDATION is 82-2771192.
- Is CARMEL VALLEY MANOR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to CARMEL VALLEY MANOR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does CARMEL VALLEY MANOR 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 CARMEL VALLEY MANOR 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 CARMEL VALLEY MANOR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CARMEL VALLEY MANOR FOUNDATION?
- The 990 for the year ended December 31, 2025 names JAY ZIMMER.
- Who are the officers and directors of CARMEL VALLEY MANOR FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does CARMEL VALLEY MANOR FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,771,688, expenses of $718,388 and total assets of $22,554,985 at year end.
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