Nonprofit · EIN 87-0723212
SUMMERFEST
Tax-exempt · RNCHO MURIETA, CA 95683
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990 | $342,348 | $299,687 | $42,661 | $339,832 | $0 | $339,832 |
| February 28, 2025 | 990 | $308,535 | $273,700 | $34,835 | $297,171 | $0 | $297,171 |
| February 29, 2024 | 990 | $304,634 | $310,074 | -$5,440 | $262,336 | $0 | $262,336 |
Financial details: 990 for the year ended February 28, 2026
Revenue
- Contributions, gifts and grants
- $2,815
- Program service revenue
- $339,002
- Investment income
- $531
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,474
- Program services (functional)
- $290,482
- Management and general (functional)
- $9,205
Balance sheet and other
- Total assets, start of year
- $297,171
- Total assets, end of year
- $339,832
- Total liabilities, end of year
- $0
- Net assets, end of year
- $339,832
- Net assets without donor restrictions
- $339,832
- Gross receipts
- $342,348
- Employees
- 0
- Year formed
- 2004
- 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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL F MARTEL | CFO Trustee or director, Officer | 1 | $0 |
| SHERRY LUMAN-CARRILLO | President Trustee or director, Officer | 1 | $0 |
| Kimberly Doughty | Director Trustee or director | 1 | $0 |
| CHLOE CARRILLO | Secretary Trustee or director, Officer | 1 | $0 |
| Genevieve Killian | Director Trustee or director | 1 | $0 |
| LORI OGDEN | BOARD MEMBER Trustee or director | 1 | $0 |
| Nona Gunnell | Director Trustee or director | 1 | $0 |
| JASMINE SCHMELZ | Director Trustee or director | 1 | $0 |
| SID WILLIAMS | Director Trustee or director | 1 | $0 |
990 for the year ended February 28, 2025: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL F MARTEL | CFO Trustee or director, Officer | 1 | $0 |
| SHERRY LUMAN-CARRILLO | President Trustee or director, Officer | 1 | $0 |
| Kimberly Doughty | Director Trustee or director | 1 | $0 |
| CHLOE CARRILLO | Secretary Trustee or director, Officer | 1 | $0 |
| Genevieve Killian | Director Trustee or director | 1 | $0 |
| LORI OGDEN | BOARD MEMBER Trustee or director | 1 | $0 |
| Nona Gunnell | Director Trustee or director | 1 | $0 |
| JASMINE SCHMELZ | Director Trustee or director | 1 | $0 |
| SID WILLIAMS | Director Trustee or director | 1 | $0 |
990 for the year ended February 29, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL F MARTEL | CFO Trustee or director, Officer | 1 | $0 |
| SHERRY LUMAN-CARRILLO | President Trustee or director, Officer | 1 | $0 |
| Kimberly Doughty | Director Trustee or director | 1 | $0 |
| CHLOE CARRILLO | Secretary Trustee or director, Officer | 1 | $0 |
| Genevieve Killian | Director Trustee or director | 1 | $0 |
| LORI OGDEN | BOARD MEMBER Trustee or director | 1 | $0 |
| Nona Gunnell | Director Trustee or director | 1 | $0 |
| JASMINE SCHMELZ | Director Trustee or director | 1 | $0 |
| SID WILLIAMS | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 642, RNCHO MURIETA, CA 95683-0642
- Signed the 990
- MICHAEL F MARTEL, CFO
- Phone
- (916) 354-1867
- Return prepared by
- BEGGS ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 87-0723212 or by the name SUMMERFEST.
- 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 PROVIDE FUNDING TO VARIOUS COMMUNITY, RECREATIONAL AND SOCIAL EVENTS AND ORGANIZATIONS.
Program accomplishments
- TO PROVIDE FUNDING TO VARIOUS COMMUNITY, RECREATIONAL AND SOCIAL EVENTS AND ORGANIZATIONS.Expenses $290,482
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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990 on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 87-0723212
- 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
- 2005
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $339,832
- Income (IRS master file)
- $342,348
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2026 | $342,348 | $299,687 | $339,832 | XML |
| 990 | February 2025 | $308,535 | $273,700 | $297,171 | XML |
| 990 | February 2024 | $304,634 | $310,074 | $262,336 | XML |
| 990 | February 2023 | $348,716 | $290,416 | $267,776 | IRS |
| 990-EZ | February 2022 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | 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 87-0723212).
Questions about SUMMERFEST
- What is the EIN of SUMMERFEST?
- The employer identification number (EIN) of SUMMERFEST is 87-0723212.
- Is SUMMERFEST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to SUMMERFEST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUMMERFEST 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 SUMMERFEST due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUMMERFEST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2026.
- Who are the officers and directors of SUMMERFEST?
- The 990 for the year ended February 28, 2026 lists 9 people; 0 received compensation from the organization.
- How much revenue does SUMMERFEST have?
- On its 990 for the year ended February 28, 2026 it reported revenue of $342,348, expenses of $299,687 and total assets of $339,832 at year end.
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