Nonprofit · EIN 95-4511845
FIDUCIARY ROUND TABLE OF THE SAN GABRIEL VALLEY
Tax-exempt · LOS ANGELES, CA 90065
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $37,717 | $49,528 | -$11,811 | $9,589 | – | $9,589 |
| June 30, 2025 | 990-EZ | $68,397 | $61,690 | $6,707 | $21,400 | – | $21,400 |
| June 30, 2024 | 990-EZ | $54,890 | $54,962 | -$72 | $14,693 | – | $14,693 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $37,717
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $12,995
- Other expenses
- $36,533
Balance sheet and other
- Total assets, start of year
- $21,400
- Total assets, end of year
- $9,589
- Total liabilities, end of year
- –
- Net assets, end of year
- $9,589
- Cash, savings and investments
- $9,589
- Gross receipts
- $37,717
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-EZ for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bill Ukropina | President | 4 | $0 |
| Michael Bovshow | Vice President | 0 | $0 |
| Kenny Ossen | Chairman | 3.5 | $0 |
| Lorine Stoikowitz | Chairman | 3.5 | $0 |
| Becky Detrick | Membership | 2.5 | $0 |
| John Cooper | Treasurer | 2.5 | $0 |
| Marcia Israel | Greeter | 2.5 | $0 |
| Eric Becker | Greeter | 2.5 | $0 |
| Jenna Pacini | Greeter | 2.5 | $0 |
990-EZ for the year ended June 30, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Hargraves | President | 3 | $0 |
| Becky Happach-Detrick | Chairman | 1 | $0 |
| Kenny Ossen | Chairman | 1 | $0 |
| Lorine Stoikowitz | Chairman | 1 | $0 |
| Ian Anderson | Secretary | 1 | $0 |
| John Cooper | Treasurer | 1 | $0 |
990-EZ for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL HARGRAVES | President | 3 | $0 |
| Becky Happach-Detrick | Chairman | 1 | $0 |
| Kenny Osse | Chairman | 1 | $0 |
| Lorine Stoikowitz | Chairman | 1 | $0 |
| Ian Anderson | Secretary | 1 | $0 |
| John Cooper | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3756 W AVENUE 40 K128, LOS ANGELES, CA 90065-3665
- In care of
- % JEFFREY P PALMER
- Mailing address (990-N for 2021)
- 1201 W HUNTINGTON DR 108, ARCADIA CA 91007
- Principal officer (990-N for 2021)
- ALFREDO MEJIA, 830 S MYRTLE AVE, MONROVIA CA 91016
- Signed the 990-EZ
- Jill Masters, Administrator
- Phone
- (310) 266-8465
- Return prepared by
- Stone & Gomez LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4511845 or by the name FIDUCIARY ROUND TABLE OF THE SAN GABRIEL VALLEY.
- 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 bring together a dynamic network of professionals qualified to provide a full range of fiduciary services and to enhance the profession by providing continuing education
Program accomplishments
- Continuing education goals were met for the year
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 95-4511845
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2012
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $9,589
- Income (IRS master file)
- $37,717
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $37,717 | $49,528 | $9,589 | XML |
| 990-EZ | June 2025 | $68,397 | $61,690 | $21,400 | XML |
| 990-EZ | June 2024 | $54,890 | $54,962 | $14,693 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-N for 2021 Officer: ALFREDO MEJIA | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: ALFREDO MEJIA | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: ALFREDO MEJIA | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 95-4511845).
Questions about FIDUCIARY ROUND TABLE OF THE SAN GABRIEL VALLEY
- What is the EIN of FIDUCIARY ROUND TABLE OF THE SAN GABRIEL VALLEY?
- The employer identification number (EIN) of FIDUCIARY ROUND TABLE OF THE SAN GABRIEL VALLEY is 95-4511845.
- Is FIDUCIARY ROUND TABLE OF THE SAN GABRIEL VALLEY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2012.
- Are donations to FIDUCIARY ROUND TABLE OF THE SAN GABRIEL VALLEY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FIDUCIARY ROUND TABLE OF THE SAN GABRIEL VALLEY file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of FIDUCIARY ROUND TABLE OF THE SAN GABRIEL VALLEY due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FIDUCIARY ROUND TABLE OF THE SAN GABRIEL VALLEY last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who is the principal officer of FIDUCIARY ROUND TABLE OF THE SAN GABRIEL VALLEY?
- The 990-N for 2021 names ALFREDO MEJIA.
- Who are the officers and directors of FIDUCIARY ROUND TABLE OF THE SAN GABRIEL VALLEY?
- The 990-EZ for the year ended June 30, 2026 lists 9 people; 0 received compensation from the organization.
- How much revenue does FIDUCIARY ROUND TABLE OF THE SAN GABRIEL VALLEY have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $37,717, expenses of $49,528 and total assets of $9,589 at year end.
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