Nonprofit · EIN 93-1094615
DALLAS RETIREMENT FOUNDATION
Tax-exempt · DALLAS, OR 97338
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $116,067 | $94,688 | $21,379 | $271,601 | $0 | $271,601 |
| December 31, 2023 | 990 | $129,879 | $105,333 | $24,546 | $250,222 | $0 | $250,222 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $115,203
- Program service revenue
- $0
- Investment income
- $425
- Other revenue
- $439
Expenses
- Grants and similar amounts paid
- $94,688
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $94,688
Balance sheet and other
- Total assets, start of year
- $250,222
- Total assets, end of year
- $271,601
- Total liabilities, end of year
- $0
- Net assets, end of year
- $271,601
- Net assets without donor restrictions
- $271,601
- Gross receipts
- $116,067
- Employees
- 0
- Volunteers
- 30
- Year formed
- 1992
- State of legal domicile
- OR
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 | From related orgs |
|---|---|---|---|---|
| Susan Lamb | Development Dir Officer | 10 | $0 | $20,913 |
| Jim Wall | Director Trustee or director | 3 | $0 | $0 |
| Carolyn Wall | Sec/Treas Trustee or director, Officer | 3 | $0 | $0 |
| Mike Ainsworth | Chair Trustee or director, Officer | 3 | $0 | $0 |
| Joyce Matteson | Director Trustee or director | 3 | $0 | $0 |
| Ben Bauman | Director Trustee or director | 3 | $0 | $0 |
| Del Warren | Director Trustee or director | 3 | $0 | $0 |
| Barbara Powers | vice chair Trustee or director, Officer | 3 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Sue Lamb | Development Dir Officer | 10 | $0 | $20,151 |
| Jim Wall | Director Trustee or director | 3 | $0 | $0 |
| Carolyn Wall | Sec/Treas Trustee or director, Officer | 3 | $0 | $0 |
| Mike Ainsworth | Chair Trustee or director, Officer | 3 | $0 | $0 |
| Joyce Matteson | Director Trustee or director | 3 | $0 | $0 |
| Ben Bauman | Director Trustee or director | 3 | $0 | $0 |
| Del Warren | Director Trustee or director | 3 | $0 | $0 |
| Barbara Powers | Director Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 377 NW JASPER ST, DALLAS, OR 97338-1279
- In care of
- % JERRY W BARKMAN CEO
- Principal officer (990 for 2024)
- Sue Lamb
- Signed the 990
- DAVID PARRETT, Executive Director
- Phone
- (503) 623-5581
- Return prepared by
- HANSEN HUNTER & COMPANY PC
Mission
TO SERVE THE COMMUNITY BY ACTIVELY SUPPORTING THE WORK OF THE DALLAS RETIREMENT VILLAGE.
Program accomplishments
- SERVING THE RESIDENTS OF DALLAS RETIREMENT VILLAGE AND ITS COMMUNITY THROUGH PROGRAMS, ACTIVITIES, EDUCATION AND THE ENHANCEMENT AND DEVELOPMENT OF THE CAMPUS - ALL ADDING TO THE QUALITY OF LIFE FOR OUR RESIDENTS.Expenses $94,688 · grants $94,688
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
- 93-1094615
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $271,601
- Income (IRS master file)
- $116,067
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $116,067 | $94,688 | $271,601 | XML |
| 990 | December 2023 | $129,879 | $105,333 | $250,222 | XML |
| 990 | December 2022 | $278,285 | $86,209 | $225,676 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 93-1094615).
Questions about DALLAS RETIREMENT FOUNDATION
- What is the EIN of DALLAS RETIREMENT FOUNDATION?
- The employer identification number (EIN) of DALLAS RETIREMENT FOUNDATION is 93-1094615.
- Is DALLAS RETIREMENT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to DALLAS RETIREMENT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does DALLAS RETIREMENT 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 DALLAS RETIREMENT 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 DALLAS RETIREMENT 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 DALLAS RETIREMENT FOUNDATION?
- The 990 for the year ended December 31, 2024 names Sue Lamb.
- Who are the officers and directors of DALLAS RETIREMENT FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does DALLAS RETIREMENT FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $116,067, expenses of $94,688 and total assets of $271,601 at year end.
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