Civic Intelligence

Carmel Foundation

EIN 94-1225368 • 501(c)3 • Carmel, CA

View Organization Page

Profile

The Carmel Foundation's mission is to provide a place for seniors to gather and enjoy a variety of activities and services in an environment of respect and camaraderie, a place to call home.

PO Box 1050Carmel, CA 93921

www.carmelfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.07x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

15th percentile

-14%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

59th percentile

$134,137

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

45th percentile

3.6%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

45th percentile

4.8%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$21,579,165

Up $310,235 (+1.5%) from 2024

Liabilities

Up

$202,815

Up $21,151 (+12%) from 2024

Net Assets

Up

$21,376,350

Up $289,084 (+1.4%) from 2024

Operations
Liabilities / Revenue26th percentileNet Margin15th percentile

Revenue

Down

$2,753,154

Down $830,012 (-23%) from 2024

Expenses

Up

$3,126,112

Up $267,773 (+9.4%) from 2024

Net Income

Down

-$372,958

Down $1,097,785 (-151%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $14,574,059Liabilities 2011: $560,467Net Assets 2011: $14,013,5922011Assets 2012: $13,747,516Liabilities 2012: $120,536Net Assets 2012: $13,626,9802012Assets 2013: $13,618,849Liabilities 2013: $116,952Net Assets 2013: $13,501,8972013Assets 2014: $14,599,109Liabilities 2014: $140,918Net Assets 2014: $14,458,1912014Assets 2015: $16,079,654Liabilities 2015: $164,986Net Assets 2015: $15,914,6682015Assets 2016: $16,300,538Liabilities 2016: $147,032Net Assets 2016: $16,153,5062016Assets 2017: $19,259,077Liabilities 2017: $181,502Net Assets 2017: $19,077,5752017Assets 2018: $19,176,300Liabilities 2018: $180,923Net Assets 2018: $18,995,3772018Assets 2019: $18,990,673Liabilities 2019: $175,870Net Assets 2019: $18,814,8032019Assets 2020: $19,117,387Liabilities 2020: $443,272Net Assets 2020: $18,674,1152020Assets 2021: $22,979,249Liabilities 2021: $432,500Net Assets 2021: $22,546,7492021Assets 2022: $19,176,742Liabilities 2022: $165,462Net Assets 2022: $19,011,2802022Assets 2023: $20,113,722Liabilities 2023: $191,806Net Assets 2023: $19,921,9162023Assets 2024: $21,268,930Liabilities 2024: $181,664Net Assets 2024: $21,087,2662024Assets 2025: $21,579,165Liabilities 2025: $202,815Net Assets 2025: $21,376,3502025

Highlighted filing

2025

Assets$21,579,165
Liabilities$202,815
Net Assets$21,376,350
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,336,4022011Expenses 2012: $2,366,1812012Expenses 2013: $2,450,7832013Revenue 2014: $2,995,287Expenses 2014: $2,426,035Net Income 2014: $569,2522014Revenue 2015: $4,267,799Expenses 2015: $2,374,137Net Income 2015: $1,893,6622015Revenue 2016: $2,723,010Expenses 2016: $2,573,535Net Income 2016: $149,4752016Revenue 2017: $4,933,989Expenses 2017: $2,544,823Net Income 2017: $2,389,1662017Revenue 2018: $2,581,519Expenses 2018: $2,680,885Net Income 2018: -$99,3662018Revenue 2019: $2,034,900Expenses 2019: $2,635,877Net Income 2019: -$600,9772019Revenue 2020: $2,942,615Expenses 2020: $2,665,402Net Income 2020: $277,2132020Revenue 2021: $2,462,100Expenses 2021: $2,134,263Net Income 2021: $327,8372021Revenue 2022: $2,102,002Expenses 2022: $2,412,606Net Income 2022: -$310,6042022Revenue 2023: $2,505,025Expenses 2023: $2,788,685Net Income 2023: -$283,6602023Revenue 2024: $3,583,166Expenses 2024: $2,858,339Net Income 2024: $724,8272024Revenue 2025: $2,753,154Expenses 2025: $3,126,112Net Income 2025: -$372,9582025

Highlighted filing

2025

Revenue$2,753,154
Expenses$3,126,112
Net Income-$372,958
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,579,165
Liabilities
$202,815
Net assets
$21,376,350
Revenue
$2,753,154
Expenses
$3,126,112
Net income
-$372,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.6$0.20$21.4$2.75$3.13$0.37
2024Detailed filing. Detailed filing data is available for this year.$21.3$0.18$21.1$3.58$2.86$0.72
2023Detailed filing. Detailed filing data is available for this year.$20.1$0.19$19.9$2.51$2.79$0.28
2022Detailed filing. Detailed filing data is available for this year.$19.2$0.17$19.0$2.10$2.41$0.31
2021Detailed filing. Detailed filing data is available for this year.$23.0$0.43$22.5$2.46$2.13$0.33
2020Detailed filing. Detailed filing data is available for this year.$19.1$0.44$18.7$2.94$2.67$0.28
2019Detailed filing. Detailed filing data is available for this year.$19.0$0.18$18.8$2.03$2.64$0.60
2018Detailed filing. Detailed filing data is available for this year.$19.2$0.18$19.0$2.58$2.68$0.10
2017Detailed filing. Detailed filing data is available for this year.$19.3$0.18$19.1$4.93$2.54$2.39
2016Detailed filing. Detailed filing data is available for this year.$16.3$0.15$16.2$2.72$2.57$0.15
2015Detailed filing. Detailed filing data is available for this year.$16.1$0.16$15.9$4.27$2.37$1.89
2014Detailed filing. Detailed filing data is available for this year.$14.6$0.14$14.5$3.00$2.43$0.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$0.12$13.5$2.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$0.12$13.6$2.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.56$14.0$2.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 8, 2025
Return Version
2024v5.2
Gross Receipts
$5,400,417
Mission and Program Overview

Mission

The Carmel Foundation facilitates successful aging by providing a broad spectrum of interactive activities and services for the ever-changing physical, social, emotional and cognitive needs of our members.

The Carmel Foundation's mission is to support healthy aging by providing meals, housing, wellness activities, and supportive services that help create a healthy, happy, and hopeful senior community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,784,835$12,404,042▲ $619,207
Land, Buildings, and Equipment, Net$6,266,351$6,074,166▼ $192,185
Savings and Temporary Cash Investments$1,342,363$1,180,472▼ $161,891
Cash and Non-Interest-Bearing Accounts$134,641$205,717▲ $71,076
Prepaid Expenses and Deferred Charges$43,926$89,670▲ $45,744
Pledges and Grants Receivable$40,172$3,965▼ $36,207
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$21,268,930$21,579,165▲ $310,235
Other Assets Total$1,656,642$1,621,133▼ $35,509
Liabilities
Accounts Payable and Accrued Expenses$181,664$202,815▲ $21,151
Total Liabilities$181,664$202,815▲ $21,151
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,157,903$17,648,389▼ $509,514
Net Assets With Donor Restrictions$2,929,363$3,727,961▲ $798,598
Total Net Assets Fund Balance$21,087,266$21,376,350▲ $289,084
Total Liabilities and Net Assets / Fund Balance$21,268,930$21,579,165▲ $310,235

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,602,822$5,319,718$8,922,540
Land$2,420,823-$2,420,823
Other Land Buildings$15,519$280,155$295,674
Equipment$14,216$139,951$154,167
Leasehold Improvements$20,786-$20,786
Other Assets Org$609,080--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,262,826-▲ $883,511$115,609$2,030,728
2023$1,174,943-▲ $87,883-$1,262,826
2022$1,087,060-▲ $87,883-$1,174,943
2021$1,255,470-▼ $168,410-$1,087,060
2020$1,255,470-▲ $358,318$358,318$1,255,470
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth BatesFmr Finance DirectorFT$128,416$5,721$134,137
Kim StemlerPresident & CEOFT$115,710$13,222$128,932
Molly GoshornFinance DirectorFT$19,104-$19,104

Board Members and Trustees

NameTitle
Mitchell MatthewsChairman
Diego ReyesVice Chair Dev
Chuck Des Roches EsqVice Chair Gov
Andrew GibautDirector
Janie FranklinDirector
Liza MoeDirector
Maria WeidmanDirector
Marianne BaldricaDirector
Mary CroweDirector
Mitch FergusonDirector
Natalie Stickler-HofmansDirector
Cristy DawsonSecretary
Gerald W Bachecki CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,263,050
Program Service Revenue
$768,076
Investment Income
$721,528
Other Revenue
$500
All Other Contributions
$1,012,083
Change in Net Assets
$-372,958

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,682,913
Revenue Not Reported on Financial Statements
$70,241
Revenue Not Reported on Form 990
$742,950
Total Revenue per Audited Statements
$3,425,863
Total Revenue per Form 990
$2,753,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,629,510
Other Expenses$1,496,602
Total Fundraising Expense$393,422
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$660,840$109,169$173,350$943,359
Current Officers, Directors, Trustees, and Key Employees$105,102$200,733$37,537$343,372
Occupancy$206,939$84,053-$290,992
Depreciation Depletion$171,581$49,969-$221,550
Other Employee Benefits$161,021$33,715$22,833$217,569
Fees for Services Other$8,466$120,457$19,238$148,161
Payroll Taxes$60,907$21,871$16,141$98,919
All Other Expenses$34,026$37,301$6,553$77,880
Insurance$17,977$58,752-$76,729
Fees for Service Investment Mgmnt Fees-$70,241-$70,241
Fees for Services Legal-$58,329-$58,329
Fees for Services Accounting-$47,352-$47,352
Other Expenses$117$154$36,501$36,655
Advertising-$1,674$31,278$32,952
Office Expenses$20,879$8,204$437$29,520
Pension Plan Contributions$18,576$4,313$3,402$26,291
Information Technology$2,448$21,255$1,594$25,297
Travel$38$2,515-$2,553
Total Functional Expenses$1,729,705$1,002,985$393,422$3,126,112

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,136,779
Total Expenses per Form 990$3,126,112
Expenses per Audited Statements$3,055,871
Expenses Not Reported on Form 990$80,908
Expenses Not Reported on Financial Statements$70,241
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Gala$41,595$500-$500
Total Events$41,595$500-$500
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Finance Committee reviews the draft 990 and approves. A draft 990 is then provided to the Board of Directors prior to the next board meeting. At the subsequent board meeting, a summary level review is discussed by the Board Treasurer and then the Form 990 is approved by the Board.”

Form 990, Part VI, Section B, Line 12C

“An annual statement is required by each board and managerial staff and turned into the President & CEO.”

Form 990, Part VI, Section B, Line 15A

“The Board of Directors determines the CEO/Presidents annual compensation based on appropriate comparability data, including the Northern California Fair Pay Annual Survey. The compensation decision is reviewed, discussed, and approved by independent Board members, and the process is documented in the meeting minutes.”

Form 990, Part VI, Section B, Line 15B

“The Finance Directors salary is determined using a process similar to that used for the CEO/President, including review of appropriate comparability data and input from the CEO/President. Compensation for all other officers is reviewed and approved by the CEO/President.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Carmel Foundation
EIN
94-1225368
Phone
8316241588
Address
PO BOX 1050, Carmel, CA 93921

Signing Officer

Name
Gerald W Bachecki CPA
Title
Treasurer
Signed
2025-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Stemler
Formed
1950
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
23
Volunteers
100

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
2511 Garden Road Suite A-180, Monterey, CA 93940
Preparer
Patricia M Kaufman CPA
Phone
8313733337
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in value of split interest agreement = $3583”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Low income senior housing endowment covers the deficit of the annual program.”

Part X : FIN48 Footnote

“Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Foundation's tax returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectfully, after they are filed.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“change in value of split interest agreem $3583”

Raw XML AppendixShowing 400 of 654 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Elizabeth Bates
IRS990/Form990PartVIISectionAGrp/PersonNm1Kim Stemler
IRS990/Form990PartVIISectionAGrp/PersonNm2Molly Goshorn
IRS990/Form990PartVIISectionAGrp/PersonNm3Mitchell Matthews
IRS990/Form990PartVIISectionAGrp/PersonNm4Cristy Dawson
IRS990/Form990PartVIISectionAGrp/PersonNm5Chuck Des Roches Esq
IRS990/Form990PartVIISectionAGrp/PersonNm6Diego Reyes
IRS990/Form990PartVIISectionAGrp/PersonNm7Maria Weidman
IRS990/Form990PartVIISectionAGrp/PersonNm8Gerald W Bachecki CPA
IRS990/Form990PartVIISectionAGrp/PersonNm9Mitch Ferguson
IRS990/Form990PartVIISectionAGrp/PersonNm10Natalie Stickler-Hofmans
IRS990/Form990PartVIISectionAGrp/PersonNm11Marianne Baldrica
IRS990/Form990PartVIISectionAGrp/PersonNm12Mary Crowe
IRS990/Form990PartVIISectionAGrp/PersonNm13Janie Franklin
IRS990/Form990PartVIISectionAGrp/PersonNm14Andrew Gibaut
IRS990/Form990PartVIISectionAGrp/PersonNm15Liza Moe
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Fmr Finance Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt1President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Finance Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice Chair Gov
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice Chair Dev
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
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IRS990/MissionDesc0The Carmel Foundation's mission is to support healthy aging by providing meals, housing, wellness activities, and supportive services that help create a healthy, happy, and hopeful senior community.
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IRS990/OtherExpensesGrp/Desc0Repairs & Maintenance
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IRS990/PrincipalOfficerNm0Kim Stemler
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IRS990/ProgramServiceRevenueGrp/Desc0Additional Services
IRS990/ProgramServiceRevenueGrp/Desc1Lunch Services
IRS990/ProgramServiceRevenueGrp/Desc2Senior Housing
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IRS990/ProgSrvcAccomActy2Grp/Desc0Meal Programs: We offer Three meal programs, in-housing dining four days a week for lunch, curb-side pickup to go three days a week and home bound meals delivered to members who can't come to the Foundation. Close to 24,000 meals were prepared during the fiscal year.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Member Services: Over 65 interesting classes and activities are provided weekly in areas such as creative arts & expression (art, dance, writing), health & wellness (movement, nutrition, fitness), public educational programs, technology (classes & support), music literature & language, discussion groups & lectures, tours, volunteer opportunities, community service, games and social engagement.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt068694
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Social Services: Navigating systems like Social Security, taxes and legal aid, connecting members to trusted local resources and services, lending free mobility equipment to support independence, hosting thoughtful programs from holiday meals to monthly visits with the police chief to foster community and build trust.
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