Nonprofit · EIN 95-1750019
TWELVE OAKS FOUNDATION
Tax-exempt · ALTADENA, CA 91001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $610,800 | $2,990,134 | -$2,379,334 | $7,474,373 | $4,713,670 | $2,760,703 |
| June 30, 2024 | 990 | $2,107,706 | $2,750,328 | -$642,622 | $7,605,765 | $4,840,485 | $2,765,280 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $243
- Program service revenue
- $607,374
- Investment income
- $3,183
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $200,494
- Other salaries and wages
- $595,796
- Salaries, compensation and benefits (total)
- $1,384,118
- Professional fundraising fees
- $0
- Legal fees
- $6,888
- Accounting fees
- $4,732
- Occupancy
- $122,819
- Travel
- $4,191
- Depreciation
- $389,831
- Program services (functional)
- $2,354,954
- Management and general (functional)
- $621,935
- Fundraising (functional)
- $13,245
Balance sheet and other
- Total assets, start of year
- $7,605,765
- Total assets, end of year
- $7,474,373
- Total liabilities, end of year
- $4,713,670
- Net assets, end of year
- $2,760,703
- Land, buildings and equipment
- $7,268,166
- Net assets without donor restrictions
- $2,757,153
- Net assets with donor restrictions
- $3,550
- Gross receipts
- $610,800
- Employees
- 31
- Volunteers
- 0
- Year formed
- 1935
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES S ROTHROCK | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $656,807 | $55,309 |
| DENISE GOTTO | EXECUTIVE DIRECTOR Officer | 40 | $180,844 | $0 | $16,112 |
| CATHY MAY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GWEN WHITSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TIM HARTLEY | SECRETARY-TREASURER Trustee or director | 1 | $0 | $0 | $0 |
| GABRIEL MENDHAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GLORIA PITZER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACK LANTZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANE SCHLEGEL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KAREN GEE MCAULEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ED JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEANNIE KEASLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL RYAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT LONG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES S ROTHROCK | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $622,367 | $53,269 |
| DENISE GOTTO | EXECUTIVE DIRECTOR Officer | 40 | $168,177 | $0 | $14,704 |
| CATHERINE MAY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GWEN WHITSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TIM HARTLEY | SECRETARY-TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GABRIEL MENDHAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GERTI GARNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACK LANTZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANE SCHLEGEL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIM WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JONATHAN CULLEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOYCE HUYETT TURNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL RYAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT LONG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2212 EL MOLINO AVE, ALTADENA, CA 91001-3000
- Principal officer (990 for 2024)
- JAMES S ROTHROCK, 2212 EL MOLINO AVE, ALTADENA, CA 91001
- Signed the 990
- JAMES S ROTHROCK, PRESIDENT & CEO
- Phone
- (626) 403-5400
- Website
- WWW.TWELVEOAKS.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND PURPOSEFULNESS IN LONGER LIVING, WITH THE CHARGES FOR SUCH FACILITIES AND SERVICES TO BE PREDICATED UPON THE PROVISION, MAINTENANCE AND OPERATIONS THEREOF ON A NONPROFIT BASIS.
Program accomplishments
- TWELVE OAKS FOUNDATION PROVIDES INDEPENDENT LIVING AND ASSISTED LIVING HOUSING AND SERVICES FOR OLDER ADULTS. TOF FACILITIES AND SERVICES ARE DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF RESIDENTS AND PROMOTE HEALTH, SECURITY, HAPPINESS AND PURPOSEFULNESS.Expenses $2,354,954 · revenue $607,374
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
- 95-1750019
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1958
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22I)
- Assets (IRS master file)
- $7,474,373
- Income (IRS master file)
- $610,800
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $610,800 | $2,990,134 | $7,474,373 | IRS |
| 990 | June 2024 | $2,107,706 | $2,750,328 | $7,605,765 | IRS |
| 990 | June 2023 | $1,924,649 | $2,455,867 | $7,720,014 | IRS |
| 990 | June 2022 | $1,631,318 | $2,194,316 | $7,762,840 | IRS |
| 990 | June 2021 | $1,055,694 | $1,342,924 | $8,072,518 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about TWELVE OAKS FOUNDATION
- What is the EIN of TWELVE OAKS FOUNDATION?
- The employer identification number (EIN) of TWELVE OAKS FOUNDATION is 95-1750019.
- Is TWELVE OAKS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to TWELVE OAKS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TWELVE OAKS 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 TWELVE OAKS 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 TWELVE OAKS 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 TWELVE OAKS FOUNDATION?
- The 990 for the year ended June 30, 2025 names JAMES S ROTHROCK.
- Who are the officers and directors of TWELVE OAKS FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization.
- How much revenue does TWELVE OAKS FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $610,800, expenses of $2,990,134 and total assets of $7,474,373 at year end.
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All nonprofits in ALTADENA · California · Housing and shelter