Nonprofit · EIN 94-1225368
CARMEL FOUNDATION
Tax-exempt · CARMEL, CA 93921
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,753,154 | $3,126,112 | -$372,958 | $21,579,165 | $202,815 | $21,376,350 |
| June 30, 2024 | 990 | $3,583,166 | $2,858,339 | $724,827 | $21,268,930 | $181,664 | $21,087,266 |
| June 30, 2023 | 990 | $2,505,025 | $2,788,685 | -$283,660 | $20,113,722 | $191,806 | $19,921,916 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,263,050
- Membership dues
- $209,872
- Program service revenue
- $768,076
- Investment income
- $721,528
- Net gain from sales of assets
- $389,764
- Net income from fundraising events
- $500
- Other revenue
- $500
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $343,372
- Other salaries and wages
- $943,359
- Salaries, compensation and benefits (total)
- $1,629,510
- Professional fundraising fees
- $0
- Legal fees
- $58,329
- Accounting fees
- $47,352
- Occupancy
- $290,992
- Travel
- $2,553
- Depreciation
- $221,550
- Program services (functional)
- $1,729,705
- Management and general (functional)
- $1,002,985
- Fundraising (functional)
- $393,422
Balance sheet and other
- Total assets, start of year
- $21,268,930
- Total assets, end of year
- $21,579,165
- Total liabilities, end of year
- $202,815
- Net assets, end of year
- $21,376,350
- Land, buildings and equipment
- $6,074,166
- Publicly traded securities
- $12,404,042
- Net assets without donor restrictions
- $17,648,389
- Net assets with donor restrictions
- $3,727,961
- Gross receipts
- $5,400,417
- Employees
- 23
- Volunteers
- 100
- Year formed
- 1950
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Elizabeth Bates | Fmr Finance Dir | 40 | $128,416 | $5,721 |
| Kim Stemler | President & CEO Officer | 40 | $115,710 | $13,222 |
| Molly Goshorn | Finance Dir. Officer | 40 | $19,104 | $0 |
| Mitchell Matthews | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| Cristy Dawson | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Chuck Des Roches Esq | Vice Chair Gov Trustee or director, Officer | 1 | $0 | $0 |
| Diego Reyes | Vice Chair Dev Trustee or director, Officer | 1 | $0 | $0 |
| Maria Weidman | Director Trustee or director | 1 | $0 | $0 |
| Gerald W Bachecki CPA | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Mitch Ferguson | Director Trustee or director | 1 | $0 | $0 |
| Natalie Stickler-Hofmans | Director Trustee or director | 1 | $0 | $0 |
| Marianne Baldrica | Director Trustee or director | 1 | $0 | $0 |
| Mary Crowe | Director Trustee or director | 1 | $0 | $0 |
| Janie Franklin | Director Trustee or director | 1 | $0 | $0 |
| Andrew Gibaut | Director Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Liza Moe | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Holly Zoller | FRMR PRES & CEO Officer | 40 | $160,427 | $22,631 |
| Beth Bates | Finance Director | 40 | $132,138 | $6,197 |
| Tim Stoltzfus | Dir of Facilities | 40 | $105,092 | $17,454 |
| Mitchell Matthews | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Cristy Dawson | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Chuck Des Roches Esq | Vice Chair Gov Trustee or director, Officer | 1 | $0 | $0 |
| Diego Reyes | Vice Chair Dev Trustee or director, Officer | 1 | $0 | $0 |
| Fred Medero | Term End 4/30 Trustee or director | 1 | $0 | $0 |
| Gerald W Bachecki CPA | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Jerry Traynor | Term End 4/30 Trustee or director, Officer | 1 | $0 | $0 |
| Natalie Stickler-Hofmans | Director Trustee or director | 1 | $0 | $0 |
| Ken Hunter | Director Trustee or director | 1 | $0 | $0 |
| Marianne Baldrica | Director Trustee or director | 1 | $0 | $0 |
| Mary Crowe | Director Trustee or director | 1 | $0 | $0 |
| Michael Mason | Director Trustee or director | 1 | $0 | $0 |
| Mark DiOrio | Term End 4/30 Trustee or director | 1 | $0 | $0 |
| Tom Reddy | Term End 4/30 Trustee or director | 1 | $0 | $0 |
| Kim Stemler | NEW PRES & CEO Officer | 40 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Holly Zoller | President & CEO Officer | 40 | $147,489 | $23,807 |
| Beth Bates | Finance Dir. Officer | 40 | $124,489 | $5,964 |
| Mitch Matthews | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Crissy Dawson | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Chuck Des Roches Esq | Vice Chair Gov Trustee or director, Officer | 1 | $0 | $0 |
| Diego Reyes | Vice Chair Dev Trustee or director, Officer | 1 | $0 | $0 |
| Fred Medero | Director Trustee or director | 1 | $0 | $0 |
| Gerald W Bachecki CPA | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Jerry Traynor | Vice Chair Prog Trustee or director, Officer | 1 | $0 | $0 |
| Joan Crenshaw | Director Trustee or director | 1 | $0 | $0 |
| Ken Hunter | Director Trustee or director | 1 | $0 | $0 |
| Mirianne Baldrica | Director Trustee or director | 1 | $0 | $0 |
| Mary Crowe | Director Trustee or director | 1 | $0 | $0 |
| Michael Mason | Director Trustee or director | 1 | $0 | $0 |
| Shirley Kiatta | Director Trustee or director | 1 | $0 | $0 |
| Tom Reddy | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1050, CARMEL, CA 93921-1050
- Principal officer (990 for 2024)
- Kim Stemler, PO BOX 1050, Carmel, CA 93921
- Signed the 990
- Gerald W Bachecki CPA, Treasurer
- Phone
- (831) 624-1588
- Website
- WWW.CARMELFOUNDATION.ORG
- Return prepared by
- McGilloway Ray Brown & Kaufman
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1225368 or by the name CARMEL 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)
Mission
The Carmel Foundation's mission is to support healthy aging by providing meals, housing, wellness activities, and supportive services that help create a healthy, happy, and hopeful senior community.
Program accomplishments
- Senior Housing Program: To provide independent living, low-income housing for members of the Carmel Foundation who are at least 65 years old. The Carmel Foundation has 49 units serving 51 residents.Expenses $772,613 · revenue $524,027
- Meal Programs: We offer Three meal programs, in-housing dining four days a week for lunch, curb-side pickup to go three days a week and home bound meals delivered to members who can't come to the Foundation. Close to 24,000 meals were prepared during the fiscal year.Expenses $544,353 · revenue $175,355
- Member Services: Over 65 interesting classes and activities are provided weekly in areas such as creative arts & expression (art, dance, writing), health & wellness (movement, nutrition, fitness), public educational programs, technology (classes & support), music literature & language, discussion groups & lectures, tours, volunteer opportunities, community service, games and social engagement.Expenses $302,797 · revenue $68,694
- Social Services: Navigating systems like Social Security, taxes and legal aid, connecting members to trusted local resources and services, lending free mobility equipment to support independence, hosting thoughtful programs from holiday meals to monthly visits with the police chief to foster community and build trust.Expenses $109,942
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1225368
- 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
- 1953
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $21,579,165
- Income (IRS master file)
- $5,400,417
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,753,154 | $3,126,112 | $21,579,165 | XML |
| 990 | June 2024 | $3,583,166 | $2,858,339 | $21,268,930 | XML |
| 990 | June 2023 | $2,505,025 | $2,788,685 | $20,113,722 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 94-1225368).
Questions about CARMEL FOUNDATION
- What is the EIN of CARMEL FOUNDATION?
- The employer identification number (EIN) of CARMEL FOUNDATION is 94-1225368.
- Is CARMEL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to CARMEL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARMEL 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 FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARMEL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CARMEL FOUNDATION?
- The 990 for the year ended June 30, 2025 names Kim Stemler.
- Who are the officers and directors of CARMEL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 3 received compensation from the organization, the highest $128,416 (Elizabeth Bates, Fmr Finance Dir).
- How much revenue does CARMEL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,753,154, expenses of $3,126,112 and total assets of $21,579,165 at year end.
Other nonprofits in CARMEL
- NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC EIN 94-6050476 · last filed 990 for 2025
- HARMONY AT HOME EIN 76-0769331 · last filed 990 for 2025
- FOUNDATION OF KNIGHTS OF THE CARMEL MISSION INC EIN 80-0837054 · last filed 990 for 2025
- SIEGEL FAMILY FOUNDATION EIN 83-2773691 · last filed 990-PF for 2025
- CHRIST CHILD SOCIETY OF MONTEREY BAY INC EIN 82-1775110 · last filed 990-EZ for 2024
- SMILING SENIORS EIN 83-2754050 · last filed 990 for 2025
- HEARTS LIKE ROSIE EIN 88-3785733 · last filed 990-N for 2025
- HAMOODHI EIN 87-2439058 · last filed 990-N for 2024