Nonprofit · EIN 94-2412399
LOEL FOUNDATION
Tax-exempt · LODI, CA 95240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,302,886 | $1,143,636 | $159,250 | $6,521,944 | $25,234 | $6,496,710 |
| December 31, 2023 | 990-PF | $2,278,255 | $1,014,440 | $1,263,815 | $6,727,098 | $532,651 | $6,194,447 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,004,076
- Dividends
- $45,653
- Interest
- $51
- Net rental income
- $156,795
- Other income
- $96,311
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $449,064
- Disbursements for charitable purposes
- $953,243
Balance sheet and other
- Total assets, start of year
- $6,727,098
- Total assets, end of year
- $6,521,944
- Total liabilities, end of year
- $25,234
- Net assets, end of year
- $6,496,710
- Fair market value of assets
- $6,521,944
- Qualifying distributions
- $953,243
- Net investment income
- $202,499
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 |
|---|---|---|---|
| JANELLE WILKINSON 300 N CHURCH ST, LODI, CA 95240 | PRESIDENT/CEO | 40 | $0 |
| RYAN HOLZ 12720 BRIDLE RACK CT, WILTON, CA 95693 | DIRECTOR | 2 | $0 |
| LORIS BAKKEN 2715 W KETTLEMAN LNSTE 203, LODI, CA 95242 | VICE CHAIRMAN | 2 | $0 |
| DAPHNE FELDE 89 RIVER MEADOW DR, WOODBRIDGE, CA 95258 | SECRETARY/TREASURER | 2 | $0 |
| KATE DIEHL 2652 MAGNOLIA CT, LODI, CA 95242 | DIRECTOR | 2 | $0 |
| TOD PATTERSON 2543 CANDLEWOOD DR, LODI, CA 95242 | DIRECTOR | 2 | $0 |
| RALPH CESENA 590 RIVERSIDE DR, WOODBRIDGE, CA 95258 | DIRECTOR | 2 | $0 |
| MARK WALLACE 611 BRISTOL AVE, STOCKTON, CA 95204 | DIRECTOR | 2 | $0 |
| JENNIFER MILLER 128 W C STREET, GALT, CA 95632 | CHAIRMAN | 2 | $0 |
| TIM ORTEGEL 926 SEQUOIA CT, LODI, CA 95242 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARJORY SCHRENK 76 APPLEWOOD DR, LODI, CA 95242 | PRESIDENT/CEO | 40 | $106,000 |
| RYAN HOLZ 12720 BRIDLE RACK CT, WILTON, CA 95693 | DIRECTOR | 2 | $0 |
| LORIS BAKKEN 2715 W KETTLEMAN LNSTE 203, LODI, CA 95242 | DIRECTOR | 2 | $0 |
| DAPHNE FELDE 89 RIVER MEADOW DR, WOODBRIDGE, CA 95258 | SECRETARY/TREASURER | 2 | $0 |
| KATE DIEHL 2652 MAGNOLIA CT, LODI, CA 95242 | DIRECTOR | 2 | $0 |
| TOD PATTERSON 2543 CANDLEWOOD DR, LODI, CA 95242 | VICE CHAIRMAN | 2 | $0 |
| RALPH CESENA 590 RIVERSIDE DR, WOODBRIDGE, CA 95258 | CHAIRMAN | 2 | $0 |
| MARK WALLACE 611 BRISTOL AVE, STOCKTON, CA 95204 | DIRECTOR | 2 | $0 |
| JENNIFER MILLER 128 W C STREET, GALT, CA 95632 | DIRECTOR | 2 | $0 |
| TIM ORTEGEL 926 SEQUOIA CT, LODI, CA 95242 | DIRECTOR | 2 | $0 |
| BILL DAUER 225 ROYAL OAKS CT, LODI, CA 95240 | DIRECTOR | 2 | $0 |
| JAMES DEMERA 405 W PINE ST, LODI, CA 95240 | DIRECTOR | 2 | $0 |
| DEBRA GREEN 1300 W LODI AVE, LODI, CA 95242 | DIRECTOR | 2 | $0 |
| MICHAEL MCCAY 433 W PINE ST, LODI, CA 95240 | DIRECTOR | 2 | $0 |
| TERESA LOCKE 1000 W PINE ST, LODI, CA 95240 | DIRECTOR | 2 | $0 |
| FRANK PEGG 1807 CAPELL DR, LODI, CA 95242 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 105 S WASHINGTON ST, LODI, CA 95240-2940
- Signed the 990-PF
- JENNIFER MILLER, BOARD PRESIDENT
- Phone
- (209) 368-2050
- Return prepared by
- DAVID E VAUGHN CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2412399 or by the name LOEL 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
- 94-2412399
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation (exempt from paying excise taxes)
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,521,944
- Income (IRS master file)
- $1,302,886
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,302,886 | $1,143,636 | $6,521,944 | XML |
| 990-PF | December 2023 | $2,278,255 | $1,014,440 | $6,727,098 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 94-2412399).
Questions about LOEL FOUNDATION
- What is the EIN of LOEL FOUNDATION?
- The employer identification number (EIN) of LOEL FOUNDATION is 94-2412399.
- Is LOEL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to LOEL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does LOEL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOEL 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 LOEL 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 LOEL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does LOEL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,302,886, expenses of $1,143,636 and total assets of $6,521,944 at year end.
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