Civic Intelligence

The Carmel Foundation

990 • Fiscal year 2023 • EIN 94-1225368

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 22, 2024

Organization ProfileWWW.CARMELFOUNDATION.ORG

View Organization Page

PO Box 1050Carmel, CA 93921

(831) 624-1588

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.01x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.08x

Higher debt load relative to revenue than 24% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

19th percentile

-11%

Higher net margin than 19% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$171,296

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

46th percentile

4.9%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$20,113,722

Up $936,980 (+4.9%) from 2022

Net Assets

Up

$19,921,916

Up $910,636 (+4.8%) from 2022

Liabilities

Up

$191,806

Up $26,344 (+16%) from 2022

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin19th percentile

Revenue

Up

$2,505,025

Up $403,023 (+19%) from 2022

Expenses

Up

$2,788,685

Up $376,079 (+16%) from 2022

Net Income

Up

-$283,660

Up $26,944 (+8.7%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$20,113,722
Liabilities$191,806
Net Assets$19,921,916
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$2,505,025
Expenses$2,788,685
Net Income-$283,660
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 22, 2024
Return Version
2022v5.0
Gross Receipts
$3,119,777
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 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,734,630$13,977,462▲ $5,242,832
Land, Buildings, and Equipment, Net$3,455,584$3,295,413▼ $160,171
Savings and Temporary Cash Investments-$1,060,350-
Cash and Non-Interest-Bearing Accounts$1,465,205$162,179▼ $1,303,026
Pledges and Grants Receivable$80,172$125,251▲ $45,079
Prepaid Expenses and Deferred Charges$44,118$34,840▼ $9,278
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$19,176,742$20,113,722▲ $936,980
Other Assets Total$5,397,033$1,458,227▼ $3,938,806
Liabilities
Accounts Payable and Accrued Expenses$165,462$191,806▲ $26,344
Total Liabilities$165,462$191,806▲ $26,344
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,794,168$17,219,682▲ $425,514
Net Assets With Donor Restrictions$2,217,112$2,702,234▲ $485,122
Total Net Assets Fund Balance$19,011,280$19,921,916▲ $910,636
Total Liabilities and Net Assets / Fund Balance$19,176,742$20,113,722▲ $936,980

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,284,207$4,428,930$7,713,137
Land$427,623-$427,623
Other Land Buildings$34,799$329,380$364,179
Equipment$28,360$170,893$199,253
Leasehold Improvements$-479,576$479,576-
Other Assets Org$687,264--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$1,255,470-▲ $87,293$87,293$1,255,470
2018$1,387,837-▲ $86,227$218,594$1,255,470
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly ZollerPresident & CEOFT$147,489$23,807$171,296
Beth BatesFinance DirectorFT$124,489$5,964$130,453

Board Members and Trustees

NameTitle
Mitch MatthewsChairman
Diego ReyesVice Chair Dev
Chuck Des Roches EsqVice Chair Gov
Jerry TraynorVice Chair Prog
Fred MederoDirector
Joan CrenshawDirector
Ken HunterDirector
Mary CroweDirector
Michael MasonDirector
Mirianne BaldricaDirector
Shirley KiattaDirector
Tom ReddyDirector
Crissy DawsonSecretary
Gerald W Bachecki CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,425,483
Program Service Revenue
$547,664
Investment Income
$510,522
Other Revenue
$21,356
All Other Contributions
$1,184,149
Change in Net Assets
$-283,660

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Other Non Cash Contri Table$30,400Sale Price
Total Noncash Contributions$30,400-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,425,721
Revenue Not Reported on Financial Statements
$79,304
Revenue Not Reported on Form 990
$1,299,844
Total Revenue per Audited Statements
$3,725,565
Total Revenue per Form 990
$2,505,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,458,956
Other Expenses$1,329,729
Total Fundraising Expense$219,354
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$604,642$119,847$99,248$823,737
Current Officers, Directors, Trustees, and Key Employees$110,222$181,542$27,556$319,320
Occupancy$196,428$107,096$473$303,997
Other Employee Benefits$162,712$41,808$16,407$220,927
Depreciation Depletion$136,040$70,703-$206,743
Fees for Services Other$18,647$76,982-$95,629
All Other Expenses$23,813$11,083$54,735$89,631
Payroll Taxes$56,086$19,612$9,200$84,898
Insurance$51,246$31,020-$82,266
Fees for Service Investment Mgmnt Fees-$79,304-$79,304
Fees for Services Accounting-$39,838-$39,838
Other Expenses$7,913$27,892$2,601$38,406
Office Expenses$4,861$11,547$1,518$17,926
Advertising$6,663$961$5,780$13,404
Pension Plan Contributions$6,457$1,815$1,802$10,074
Fees for Services Legal-$4,437-$4,437
Travel$204$2,904-$3,108
Total Functional Expenses$1,674,379$894,952$219,354$2,788,685

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,814,929
Total Expenses per Form 990$2,788,685
Expenses per Audited Statements$2,709,381
Expenses Not Reported on Form 990$105,548
Expenses Not Reported on Financial Statements$79,304
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,930
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Gala$45,330$2,930-$2,930
Total Events$45,330$2,930-$2,930
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
No
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 is tasked with the annual review of the draft 990. A 990 is emailed to the board prior to the next board meeting. At that meeting a summary level review is discussed by the Board Treasurer and is recommended for approval by the Finance Committee.”

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 Foundation shall always undertake and satisfy all three prongs of the rebuttable presumption set forth in the IRS code regarding intermediate sanctions. Before making the reasonable compensation determination, the governing body relied on comparability data and uses the Fairpay annual survey. Compensation is further discussed and approved by the Board of Directors.”

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

“The Foundation shall always undertake and satisfy all three prongs of the rebuttable presumption set forth in the IRS code regarding intermediate sanctions. Before making the reasonable compensation determination, the governing body relied on comparability data and uses the Fairpay annual survey. Compensation is further discussed and approved by the Board Chair, President & CEO, and the Board Treasurer.”

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

Signing Officer

Name
Gerald W Bachecki CPA
Title
Treasurer
Signed
2024-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Zoller
Formed
1950
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
18
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 = $392522”

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 mote 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 $392522”

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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/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0Holly Zoller
IRS990/Form990PartVIISectionAGrp/PersonNm1Beth Bates
IRS990/Form990PartVIISectionAGrp/PersonNm2Mitch Matthews
IRS990/Form990PartVIISectionAGrp/PersonNm3Crissy Dawson
IRS990/Form990PartVIISectionAGrp/PersonNm4Chuck Des Roches Esq
IRS990/Form990PartVIISectionAGrp/PersonNm5Diego Reyes
IRS990/Form990PartVIISectionAGrp/PersonNm6Fred Medero
IRS990/Form990PartVIISectionAGrp/PersonNm7Gerald W Bachecki CPA
IRS990/Form990PartVIISectionAGrp/PersonNm8Jerry Traynor
IRS990/Form990PartVIISectionAGrp/PersonNm9Joan Crenshaw
IRS990/Form990PartVIISectionAGrp/PersonNm10Ken Hunter
IRS990/Form990PartVIISectionAGrp/PersonNm11Mirianne Baldrica
IRS990/Form990PartVIISectionAGrp/PersonNm12Mary Crowe
IRS990/Form990PartVIISectionAGrp/PersonNm13Michael Mason
IRS990/Form990PartVIISectionAGrp/PersonNm14Shirley Kiatta
IRS990/Form990PartVIISectionAGrp/PersonNm15Tom Reddy
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0147489
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1124489
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Finance Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chair Gov
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice Chair Dev
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice Chair Prog
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01950
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt042400
IRS990/FundraisingGrossIncomeAmt02930
IRS990/GainOrLossGrp/OtherAmt0-14526
IRS990/GainOrLossGrp/SecuritiesAmt0164548
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0764774
IRS990/GrossReceiptsAmt03119777
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt031020
IRS990/InsuranceGrp/ProgramServicesAmt051246
IRS990/InsuranceGrp/TotalAmt082266
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0360500
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0360500
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08734630
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013977462
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05408779
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03455584
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03295413
IRS990/LandBldgEquipCostOrOtherBssAmt08704192
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt014526
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0600226
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0198934
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt019011280
IRS990/NetAssetsOrFundBalancesEOYAmt019921916
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0150022
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0150022
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02930
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02930
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0801774
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016794168
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017219682
IRS990/NoncashContributionsAmt030400
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0473
IRS990/OccupancyGrp/ManagementAndGeneralAmt0107096
IRS990/OccupancyGrp/ProgramServicesAmt0196428
IRS990/OccupancyGrp/TotalAmt0303997
IRS990/OfficeExpensesGrp/FundraisingAmt01518
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011547
IRS990/OfficeExpensesGrp/ProgramServicesAmt04861
IRS990/OfficeExpensesGrp/TotalAmt017926
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05397033
IRS990/OtherAssetsTotalGrp/EOYAmt01458227
IRS990/OtherChangesInNetAssetsAmt0392522
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt016407
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt041808
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0162712
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0220927
IRS990/OtherExpensesGrp/Desc0Repairs & Maintenance
IRS990/OtherExpensesGrp/Desc1Food and Meals
IRS990/OtherExpensesGrp/Desc2Financial Assistance
IRS990/OtherExpensesGrp/Desc3Misc Expenses
IRS990/OtherExpensesGrp/FundraisingAmt034
IRS990/OtherExpensesGrp/FundraisingAmt12601
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt066561
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt127892
IRS990/OtherExpensesGrp/ProgramServicesAmt0102735
IRS990/OtherExpensesGrp/ProgramServicesAmt1136704
IRS990/OtherExpensesGrp/ProgramServicesAmt249006
IRS990/OtherExpensesGrp/ProgramServicesAmt37913
IRS990/OtherExpensesGrp/TotalAmt0169296
IRS990/OtherExpensesGrp/TotalAmt1136738
IRS990/OtherExpensesGrp/TotalAmt249006
IRS990/OtherExpensesGrp/TotalAmt338406
IRS990/OtherRevenueMiscGrp/Desc0Other Revenue
IRS990/OtherRevenueMiscGrp/ExclusionAmt018426
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018426
IRS990/OtherRevenueTotalAmt018426
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt099248
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0119847
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0604642
IRS990/OtherSalariesAndWagesGrp/TotalAmt0823737
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt09200
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019612
IRS990/PayrollTaxesGrp/ProgramServicesAmt056086
IRS990/PayrollTaxesGrp/TotalAmt084898
IRS990/PensionPlanContributionsGrp/FundraisingAmt01802
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01815
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06457
IRS990/PensionPlanContributionsGrp/TotalAmt010074
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt080172
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0125251
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044118
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034840
IRS990/PrincipalOfficerNm0Holly Zoller
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1721000
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/Desc0Additional Services
IRS990/ProgramServiceRevenueGrp/Desc1Lunch Services
IRS990/ProgramServiceRevenueGrp/Desc2Senior Housing
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020262
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1159546
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2367856
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020262
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1159546
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2367856
IRS990/ProgSrvcAccomActy2Grp/Desc0Meal Programs: 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. Over 22,000 meals were prepared during the fiscal year.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0560059
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0159546
IRS990/ProgSrvcAccomActy3Grp/Desc0Member Services: Over 50 interesting classes and activities weekly. Instructional classes onsite and on-line. Wednesday program with guest speakers. Provide medical equipment free of charge.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0409592
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt012023
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01099302
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0552555
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01132073
IRS990/PYOtherRevenueAmt0-31537

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,113,722
Liabilities
$191,806
Net assets
$19,921,916
Revenue
$2,505,025
Expenses
$2,788,685
Net income
-$283,660
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