Nonprofit · EIN 87-3714967
STEVENSON HOUSE FOUNDATION
Tax-exempt · PALO ALTO, CA 94306
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $435,345 | $4,840 | $430,505 | $15,869,276 | $520 | $15,868,756 |
| December 31, 2023 | 990 | $430,217 | $37,376 | $392,841 | $14,308,482 | $500 | $14,307,982 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $435,345
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,740
- Program services (functional)
- $100
- Management and general (functional)
- $4,740
Balance sheet and other
- Total assets, start of year
- $14,308,482
- Total assets, end of year
- $15,869,276
- Total liabilities, end of year
- $520
- Net assets, end of year
- $15,868,756
- Publicly traded securities
- $15,058,029
- Net assets without donor restrictions
- $15,868,756
- Gross receipts
- $435,345
- Employees
- 0
- Volunteers
- 11
- Year formed
- 2021
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN WANG | PRESIDENT Trustee or director, Officer | 3 | $0 |
| MARK LEVI | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| TERRY ROBERTS | SECRETARY Trustee or director, Officer | 2 | $0 |
| LANIE WHEELER | TREASURER Trustee or director, Officer | 2 | $0 |
| T RUTH CHANG | TRUSTEE Trustee or director | 1 | $0 |
| DAVID CHAPPLE | TRUSTEE, RESIDENT REPRESENTIVE Trustee or director | 1 | $0 |
| JEROLD NUGENT | TRUSTEE Trustee or director | 1 | $0 |
| SUSAN XU OTTE | TRUSTEE Trustee or director | 1 | $0 |
| TANIA HARDAN | TRUSTEE Trustee or director | 1 | $0 |
| EDIE KEATING | TRUSTEE, SERVICE COMMITTEE CHAIR Trustee or director | 1 | $0 |
| DAN BARRITT | TRUSTEE, AUDIT CHAIR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN WANG | PRESIDENT Trustee or director, Officer | 3 | $0 |
| JEROLD NUGENT | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| MARK LEVI | SECRETARY Trustee or director, Officer | 1 | $0 |
| LANIE WHEELER | TREASURER Trustee or director, Officer | 2 | $0 |
| DAVID CHAPPLE | BOARD MEMBER Trustee or director | 1 | $0 |
| TERRY ROBERTS | BOARD MEMBER Trustee or director | 1 | $0 |
| SUSAN XU OTTE | BOARD MEMBER Trustee or director | 1 | $0 |
| WALTER FRANK ENG | BOARD MEMBER Trustee or director | 1 | $0 |
| EDIE KEATING | BOARD MEMBER Trustee or director | 1 | $0 |
| GRACE MAH | BOARD MEMBER Trustee or director | 1 | $0 |
| DAN BARRITT | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 455 E CHARLESTON ROAD, PALO ALTO, CA 94306-4200
- In care of
- % TREASURER
- Principal officer (990 for 2024)
- JOHN WANG, 455 E CHARLESTON ROAD, PALO ALTO, CA 94306
- Signed the 990
- JOHN WANG, PRESIDENT
- Phone
- (650) 494-1944
- Return prepared by
- LINDQUIST VON HUSEN & JOYCE LLP
Mission
THE SPECIFIC CHARITABLE AND PUBLIC PURPOSES FOR WHICH THIS CORPORATION IS FORMED IS TO BENEFIT AND SUPPORT PALO ALTO SENIOR HOUSING PROJECT, INC., A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION ("PASHPI") AND ITS PURPOSES IN ACCORDANCE WITH SECTION 509(A)(3)(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE") TO PROVIDE FOR ELDERLY FAMILIES AND ELDERLY PERSONS ON A NONPROFIT BASIS RENTAL HOUSING AND RELATED FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF THE AGED AND CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.
Program accomplishments
- STEVENSON HOUSE FOUNDATION WAS ESTABLISHED IN 2021. IT SUPPORTED PASHPI INC. FOR ITS MISSION OF PROVIDING AFFORDABLE HOUSING AND SERVICES FOR INDEPENDENT, LOW-INCOME SENIORS.Expenses $100
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 | Not 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
- 87-3714967
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L80)
- Assets (IRS master file)
- $15,869,276
- Income (IRS master file)
- $435,345
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $435,345 | $4,840 | $15,869,276 | IRS |
| 990 | December 2023 | $430,217 | $37,376 | $14,308,482 | XML |
| 990 | December 2022 | $288,194 | $23,415 | $12,444,652 | IRS |
| 990 | December 2021 | – | – | – | 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 STEVENSON HOUSE FOUNDATION
- What is the EIN of STEVENSON HOUSE FOUNDATION?
- The employer identification number (EIN) of STEVENSON HOUSE FOUNDATION is 87-3714967.
- Is STEVENSON HOUSE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to STEVENSON HOUSE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does STEVENSON HOUSE 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 STEVENSON HOUSE 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 STEVENSON HOUSE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of STEVENSON HOUSE FOUNDATION?
- The 990 for the year ended December 31, 2024 names JOHN WANG.
- Who are the officers and directors of STEVENSON HOUSE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does STEVENSON HOUSE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $435,345, expenses of $4,840 and total assets of $15,869,276 at year end.
Other nonprofits in PALO ALTO
- 899 CHARLESTON EIN 03-0594291 · last filed 990 for 2025
- KITP HOUSE PROJECT EIN 33-2021830 · last filed 990-PF for 2025
- ALTA HOUSING EIN 91-2198760 · last filed 990 for 2024
- PAHC MANAGEMENT AND SERVICES CORPORATION EIN 91-2198765 · last filed 990 for 2024
- PAHC PROPERTIES CORPORATION EIN 23-7050326 · last filed 990 for 2024
- ARASTRADERO PARK APARTMENT CORPORATION EIN 77-0376230 · last filed 990 for 2024
- PALO ALTO SENIOR HOUSING PROJECT INC EIN 94-6115413 · last filed 990 for 2024
- PAHC SHERIDAN APARTMENTS INC EIN 77-0480421 · last filed 990 for 2024
All nonprofits in PALO ALTO · California · Housing and shelter