Nonprofit · EIN 93-1463652
KHR MCNEELY FAMILY FOUNDATION
Tax-exempt · SONOMA, CA 95476
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $36,000,529 | $17,499,078 | $18,501,451 | $257,273,394 | $605,046 | $256,668,348 |
| December 31, 2023 | 990-PF | $248,727,002 | $14,192,508 | $234,534,494 | $244,400,787 | $366,377 | $244,034,410 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $3,923,980
- Net gain from sales of assets
- $32,076,549
Expenses
- Grants and similar amounts paid
- $14,867,550
- Compensation of officers, directors and key employees
- $867,005
- Salaries, compensation and benefits (total)
- $292,793
- Disbursements for charitable purposes
- $15,847,923
- Excise tax on investment income
- $488,207
Balance sheet and other
- Total assets, start of year
- $244,400,787
- Total assets, end of year
- $257,273,394
- Total liabilities, end of year
- $605,046
- Net assets, end of year
- $256,668,348
- Fair market value of assets
- $257,273,394
- Qualifying distributions
- $15,847,923
- Net investment income
- $36,000,529
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN W MCNEELY 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | PRESIDENT/CEO/BOARD CHAIR (BEG. 9/24) | 40 | $457,000 | $2,694 |
| ROSEMARY MCNEELY 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | VP/CHIEF PROGRAM OFFICER | 40 | $247,500 | $48,799 |
| JAMES MITTERMILLER 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | TREASURER/SECRETARY (THRU 9/24) | 20 | $162,505 | $0 |
| KELLY AMORMINO 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | CHIEF OF OPER./SECRETARY (BEG. 9/24) | 40 | $137,023 | $43,986 |
| HANNAH ROSE MCNEELY 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | PROGRAMMER, MARKETIN Highest-paid employee | 30 | $74,291 | $0 |
| ALEXANDRA FOEDISCH 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | OPERATIONS ASSISTANT Highest-paid employee | 40 | $72,443 | $9,142 |
| PETER K BROOKS JR 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | DIRECTOR | 10 | $0 | $0 |
| ALLEN OLINGER III 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | DIRECTOR | 10 | $0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN W MCNEELY 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | PRESIDENT/CEO/DIRECTOR | 40 | $243,865 | $1,269 |
| ROSEMARY MCNEELY 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | VP/CHIEF PROGRAM OFFICER | 40 | $130,167 | $17,763 |
| JAMES MITTERMILLER 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | SECRETARY/TREASURER | 30 | $86,711 | $0 |
| KELLY AMORMINO 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | CHIEF OF OPERATIONS Highest-paid employee | 40 | $76,413 | $17,031 |
| PETER K BROOKS JR 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | DIRECTOR | 10 | $0 | $0 |
| ALLEN OLINGER III 276 EAST NAPA STREET STE 115, SONOMA, CA 95476 | DIRECTOR | 15 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 276 E NAPA ST, SONOMA, CA 95476-6721
- In care of
- % DAVID C ULICH
- Signed the 990-PF
- KEVIN MCNEELY, PRESIDENT/CEO
- Phone
- (707) 815-3034
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 93-1463652 or by the name KHR MCNEELY FAMILY 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)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 93-1463652
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $257,273,394
- Income (IRS master file)
- $237,909,714
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $36,000,529 | $17,499,078 | $257,273,394 | XML |
| 990-PF | December 2023 | $248,727,002 | $14,192,508 | $244,400,787 | XML |
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 93-1463652).
Questions about KHR MCNEELY FAMILY FOUNDATION
- What is the EIN of KHR MCNEELY FAMILY FOUNDATION?
- The employer identification number (EIN) of KHR MCNEELY FAMILY FOUNDATION is 93-1463652.
- Is KHR MCNEELY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to KHR MCNEELY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KHR MCNEELY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KHR MCNEELY FAMILY 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 KHR MCNEELY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of KHR MCNEELY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 6 received compensation from the organization, the highest $457,000 (KEVIN W MCNEELY, PRESIDENT/CEO/BOARD CHAIR (BEG. 9/24)).
- How much revenue does KHR MCNEELY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $36,000,529, expenses of $17,499,078 and total assets of $257,273,394 at year end.
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All nonprofits in SONOMA · California · Philanthropy, voluntarism and grantmaking foundations