Nonprofit · EIN 94-6128974
INVERNESS FOUNDATION 15 PARK AVE
Tax-exempt · INVERNESS, CA 94937
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $29,412 | $97,901 | -$68,489 | $1,055,035 | $2,003 | $1,053,032 |
| June 30, 2024 | 990 | $50,417 | $36,295 | $14,122 | $1,113,992 | $0 | $1,113,992 |
| June 30, 2023 | 990 | $44,828 | $34,318 | $10,510 | $1,104,699 | $9,750 | $1,094,949 |
| June 30, 2022 | 990 | $50,136 | $19,097 | $31,039 | $1,084,085 | $100 | $1,083,985 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $119,510
- Membership dues
- $10,013
- Program service revenue
- $1,212
- Investment income
- $19,863
- Net rental income
- -$111,173
- Other revenue
- -$111,173
Expenses
- Grants and similar amounts paid
- $9,940
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,451
- Program services (functional)
- $82,720
- Management and general (functional)
- $15,181
Balance sheet and other
- Total assets, start of year
- $1,113,992
- Total assets, end of year
- $1,055,035
- Total liabilities, end of year
- $2,003
- Net assets, end of year
- $1,053,032
- Land, buildings and equipment
- $646,645
- Publicly traded securities
- $284,453
- Net assets without donor restrictions
- $295,864
- Net assets with donor restrictions
- $757,168
- Gross receipts
- $163,825
- Employees
- 1
- Volunteers
- 9
- Year formed
- 1966
- 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 |
|---|---|---|---|
| Alexandra Gifford | Director Trustee or director | 1 | $0 |
| Elizabeth Whitney | Vice President Trustee or director | 1 | $0 |
| Burton Eubank | Secretary Trustee or director | 5 | $0 |
| Jerry Meral | President Trustee or director | 10 | $0 |
| Courtney Linn | Treasurer Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANgela Whitney | Director Trustee or director | 1 | $0 |
| William Barrett | Vice President Trustee or director | 1 | $0 |
| Tom Gaman | Director Trustee or director | 5 | $0 |
| Kathy Hartzell | President Trustee or director | 10 | $0 |
| Catherine Caulfield | Vice President Trustee or director | 5 | $0 |
| John Longstreth | Treasurer Trustee or director | 5 | $0 |
| Andrew Buckingham | Director Trustee or director | 1 | $0 |
| Bob Johnston | Director Trustee or director | 1 | $0 |
| Seana Quinn | Secretary Trustee or director | 1 | $0 |
| Alex Porrata | Director Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANgela Whitney | Director Trustee or director | 1 | $0 |
| William Barrett | Vice President Trustee or director | 1 | $0 |
| Tom Gaman | Director Trustee or director | 5 | $0 |
| Kathy Hartzell | President Trustee or director | 10 | $0 |
| Catherine Caulfield | Vice President Trustee or director | 5 | $0 |
| John Longstreth | Treasurer Trustee or director | 5 | $0 |
| Andrew Buckingham | Director Trustee or director | 1 | $0 |
| Bob Johnston | Director Trustee or director | 1 | $0 |
| Seana Quinn | Secretary Trustee or director | 1 | $0 |
| Alex Porrata | Director Trustee or director | 5 | $0 |
990 for the year ended June 30, 2022: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANgela Whitney | Director Trustee or director | 1 | $0 |
| William Barrett | Vice President Trustee or director | 1 | $0 |
| Tom Gaman | Director Trustee or director | 5 | $0 |
| Kathy Hartzell | President Trustee or director | 10 | $0 |
| Catherine Caulfield | Vice President Trustee or director | 5 | $0 |
| John Longstreth | Treasurer Trustee or director | 5 | $0 |
| Andrew Buckingham | Director Trustee or director | 1 | $0 |
| Bob Johnston | Director Trustee or director | 1 | $0 |
| Seana Quinn | Secretary Trustee or director | 1 | $0 |
| Alex Porrata | Director Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 382, INVERNESS, CA 94937-0382
- Principal officer (990 for 2024)
- Jerry Meral, POST OFFICE BOX 382, INVERNESS, CA 94937
- Signed the 990
- Jerry Meral, President
- Website
- invernessassociation.org
- Return prepared by
- Goranson Tax and Consulting Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6128974 or by the name INVERNESS FOUNDATION 15 PARK AVE.
- 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
MAINTAIN AND PRESERVE INVERNESS, MARIN COUNTY, CALIFORNIA
Program accomplishments
- In this tax year, the Inverness Foundation continued to perform maintenance on its iconic and historic building, The Gables, which houses the Marin County Public Library and the Jack Mason Museum of West Marin History.There was significant storm damage to the property surrounding the Gables, which required expenditures related to tree removal, fence repair, and similar activities. Other tree trimming activities were undertaken to reduce fire hazards around The Gables. In addition, the Inverness Foundation continued its work maintaining the many trails that the public uses to get to beaches, the post office and hiking trails. One of our parcels got attention in cleanups and defensible space work as well. The Jack Mason Museum of West Marin History (A Committee of the IF) mounted more exhibits in the tax year, including one related to the history of the Inverness Public Utility District. The Inverness Foundation made several donations to nonprofit organizations, including the organization that puts on an annual Shakespeare outdoor theatre production. Likewise, the local AA group continues meeting in the library late in the year on Sunday mornings. The Inverness Foundation has held board meetings in the meeting room, but we have also accommodated directors and Inverness Foundation members who may live out-of-town with an alternative zoom meeting option.Expenses $82,720
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
- 94-6128974
- 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
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,055,035
- Income (IRS master file)
- $163,825
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $29,412 | $97,901 | $1,055,035 | XML |
| 990 | June 2024 | $50,417 | $36,295 | $1,113,992 | XML |
| 990 | June 2023 | $44,828 | $34,318 | $1,104,699 | XML |
| 990 | June 2022 | $50,136 | $19,097 | $1,084,085 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 94-6128974).
Questions about INVERNESS FOUNDATION 15 PARK AVE
- What is the EIN of INVERNESS FOUNDATION 15 PARK AVE?
- The employer identification number (EIN) of INVERNESS FOUNDATION 15 PARK AVE is 94-6128974.
- Is INVERNESS FOUNDATION 15 PARK AVE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to INVERNESS FOUNDATION 15 PARK AVE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INVERNESS FOUNDATION 15 PARK AVE 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 INVERNESS FOUNDATION 15 PARK AVE 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 INVERNESS FOUNDATION 15 PARK AVE 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 INVERNESS FOUNDATION 15 PARK AVE?
- The 990 for the year ended June 30, 2025 names Jerry Meral.
- Who are the officers and directors of INVERNESS FOUNDATION 15 PARK AVE?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does INVERNESS FOUNDATION 15 PARK AVE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $29,412, expenses of $97,901 and total assets of $1,055,035 at year end.
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- INVERNESS YACHT CLUB 12852 SIR FRANCIS DRAKE BLVD EIN 94-1654962 · last filed 990 for 2025
- YOUTH AND FAMILY SERVICES INC EIN 94-2793548
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