Nonprofit · EIN 95-3389263
FALLBROOK HEALTHCARE FOUNDATION INC
Tax-exempt · FALLBROOK, CA 92028
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,037,098 | $945,362 | $91,736 | $1,383,504 | $22,304 | $1,361,200 |
| December 31, 2024 | 990 | $942,067 | $760,885 | $181,182 | $1,245,156 | $26,586 | $1,218,570 |
| December 31, 2023 | 990 | $649,596 | $809,858 | -$160,262 | $862,846 | $37,980 | $824,866 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $713,794
- of which government grants
- $316,864
- Program service revenue
- $321,758
- Investment income
- $18,190
- Net income from fundraising events
- -$25,154
- Other revenue
- -$16,644
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $121,925
- Other salaries and wages
- $503,612
- Salaries, compensation and benefits (total)
- $710,205
- Professional fundraising fees
- $0
- Accounting fees
- $33,700
- Occupancy
- $19,183
- Depreciation
- $21,225
- Program services (functional)
- $457,209
- Management and general (functional)
- $378,060
- Fundraising (functional)
- $110,093
Balance sheet and other
- Total assets, start of year
- $1,245,156
- Total assets, end of year
- $1,383,504
- Total liabilities, end of year
- $22,304
- Net assets, end of year
- $1,361,200
- Land, buildings and equipment
- $372,833
- Publicly traded securities
- $754,068
- Net assets without donor restrictions
- $1,277,218
- Net assets with donor restrictions
- $83,982
- Gross receipts
- $1,099,467
- Employees
- 18
- Volunteers
- 28
- Year formed
- 1979
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Perla Hurtado | Executive Director Officer | 40 | $121,925 |
| Gail Jones | President Trustee or director, Officer | 2 | $0 |
| Roger Shaver | Past President Trustee or director, Officer | 2 | $0 |
| Sarah Eckhardt | Vice President Trustee or director, Officer | 2 | $0 |
| Candis Schoenheit | Secretary Trustee or director, Officer | 2 | $0 |
| Jennifer Strutz | Treasurer Trustee or director, Officer | 2 | $0 |
| Carlos Perez | Director Trustee or director | 2 | $0 |
| Michael McHale | Director Trustee or director | 2 | $0 |
| Liz Cerruti | Director Trustee or director | 2 | $0 |
| Jennifer Afalava | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Perla Hurtado | Executive Director Officer | 40 | $103,473 |
| Gail Jones | President Trustee or director, Officer | 2 | $0 |
| Roger Shaver | Past President Trustee or director, Officer | 2 | $0 |
| Sarah Eckhardt | Vice President Trustee or director, Officer | 2 | $0 |
| Candis Schoenheit | Secretary Trustee or director, Officer | 2 | $0 |
| Jennifer Strutz | Treasurer Trustee or director, Officer | 2 | $0 |
| Carlos Perez | Director Trustee or director | 2 | $0 |
| Michael McHale | Director Trustee or director | 2 | $0 |
| Liz Cerruti | Director Trustee or director | 2 | $0 |
| Jennifer Afalava | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Perla Hurtado | Interim Executive Director | 40 | $68,386 |
| Patty Sargent | Executive Director | 40 | $50,012 |
| Martin Quiroz | 2nd VP Trustee or director, Officer | 2 | $0 |
| Billie Baker | Secretary Trustee or director | 2 | $0 |
| Roger Shaver | Past president Trustee or director, Officer | 2 | $0 |
| Carlos Perez | Director Trustee or director | 2 | $0 |
| Sarah Eckhardt | Director Trustee or director | 2 | $0 |
| Candis Schoenheit | Director Trustee or director | 2 | $0 |
| Jenni Strutz | Treasurer Trustee or director | 0 | $0 |
| Robert Pace | Vice President Trustee or director, Officer | 2 | $0 |
| Micheal McHale | Director Trustee or director | 2 | $0 |
| Gail Jones | President Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 135 S MISSION RD, FALLBROOK, CA 92028-2869
- Principal officer (990 for 2025)
- Nicole Williams, 135 S Mission Rd, Fallbrook, CA 92028
- Signed the 990
- Nicole Williams, President
- Phone
- (760) 723-7570
- Return prepared by
- Sonnenberg & Company CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3389263 or by the name FALLBROOK HEALTHCARE FOUNDATION INC.
- 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
To provide services that help seniors maintain both physical and mental wellbeing, live independently as long as possible, and age with dignity. Programs provided include transportation, grocery delivery, referrals and support advocacy, hospital-to-home recovery support, community education focused on senior issues, and the Adult Day Care Center.
Program accomplishments
- Adult Day Care - Provide professional caregiving and meaningful social interaction for older adults and adults with disabilities at daytime facility.Expenses $287,129 · revenue $290,236
- Transportation - Provide ride services for seniors and adults with disabilities. The transportation program offers 1 in-town rides to medical appointments, pharmacies, dentists, grocery stores, hair salons and a friends house, 2 grocery deliveries, and 3 out-of-town rides within 50-mile radius of Fallbrook for health related appointments only.Expenses $98,039 · revenue $18,569
- Advacocy - Ensures that seniors and disabled adults have access to local resources and national entitlements to manage their healthcare, safely maximize their independence, and enjoy an enriched quality of life.Expenses $72,041 · revenue $12,953
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 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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3389263
- 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
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E22I)
- Assets (IRS master file)
- $1,383,504
- Income (IRS master file)
- $1,099,467
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,037,098 | $945,362 | $1,383,504 | XML |
| 990 | December 2024 | $942,067 | $760,885 | $1,245,156 | XML |
| 990 | December 2023 | $649,596 | $809,858 | $862,846 | XML |
| 990 | December 2022 | $758,083 | $847,986 | $980,732 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 95-3389263).
Questions about FALLBROOK HEALTHCARE FOUNDATION INC
- What is the EIN of FALLBROOK HEALTHCARE FOUNDATION INC?
- The employer identification number (EIN) of FALLBROOK HEALTHCARE FOUNDATION INC is 95-3389263.
- Is FALLBROOK HEALTHCARE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to FALLBROOK HEALTHCARE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FALLBROOK HEALTHCARE FOUNDATION INC 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 FALLBROOK HEALTHCARE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FALLBROOK HEALTHCARE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FALLBROOK HEALTHCARE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names Nicole Williams.
- Who are the officers and directors of FALLBROOK HEALTHCARE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $121,925 (Perla Hurtado, Executive Director).
- How much revenue does FALLBROOK HEALTHCARE FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,037,098, expenses of $945,362 and total assets of $1,383,504 at year end.
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