Civic Intelligence

The Carmel Foundation

990 • Fiscal year 2024 • EIN 94-1225368

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 18, 2025

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.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.05x

Higher debt load relative to revenue than 19% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$183,058

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.7%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$21,268,930

Up $1,155,208 (+5.7%) from 2023

Net Assets

Up

$21,087,266

Up $1,165,350 (+5.8%) from 2023

Liabilities

Down

$181,664

Down $10,142 (-5.3%) from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin74th percentile

Revenue

Up

$3,583,166

Up $1,078,141 (+43%) from 2023

Expenses

Up

$2,858,339

Up $69,654 (+2.5%) from 2023

Net Income

Up

$724,827

Up $1,008,487 (+356%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2024

Assets$21,268,930
Liabilities$181,664
Net Assets$21,087,266
Open 2024 Filing

Operations Trend

Revenue Growth83rd 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

2024

Revenue$3,583,166
Expenses$2,858,339
Net Income$724,827
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 18, 2025
Return Version
2023v6.0
Gross Receipts
$6,195,780
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$13,977,462$11,784,835▼ $2,192,627
Land, Buildings, and Equipment, Net$3,295,413$6,266,351▲ $2,970,938
Savings and Temporary Cash Investments$1,060,350$1,342,363▲ $282,013
Cash and Non-Interest-Bearing Accounts$162,179$134,641▼ $27,538
Prepaid Expenses and Deferred Charges$34,840$43,926▲ $9,086
Pledges and Grants Receivable$125,251$40,172▼ $85,079
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$20,113,722$21,268,930▲ $1,155,208
Other Assets Total$1,458,227$1,656,642▲ $198,415
Liabilities
Accounts Payable and Accrued Expenses$191,806$181,664▼ $10,142
Total Liabilities$191,806$181,664▼ $10,142
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,219,682$18,157,903▲ $938,221
Net Assets With Donor Restrictions$2,702,234$2,929,363▲ $227,129
Total Net Assets Fund Balance$19,921,916$21,087,266▲ $1,165,350
Total Liabilities and Net Assets / Fund Balance$20,113,722$21,268,930▲ $1,155,208

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,296,588$4,628,645$8,925,233
Land$2,420,823-$2,420,823
Other Land Buildings$27,657$336,522$364,179
Equipment$17,824$181,429$199,253
Leasehold Improvements$-496,541$496,541-
Other Assets Org$648,172--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$1,255,470-▲ $87,293$87,293$1,255,470
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly ZollerFrmr Pres & CEOFT$160,427$22,631$183,058
Beth BatesFinance DirectorFT$132,138$6,197$138,335
Tim StoltzfusDirector of FacilitiesFT$105,092$17,454$122,546

Board Members and Trustees

NameTitle
Mitchell MatthewsChairman
Diego ReyesVice Chair Dev
Chuck Des Roches EsqVice Chair Gov
Ken HunterDirector
Marianne BaldricaDirector
Mary CroweDirector
Michael MasonDirector
Natalie Stickler-HofmansDirector
Kim StemlerNew Pres & CEO
Cristy DawsonSecretary
Fred MederoTerm End 4/30
Jerry TraynorTerm End 4/30
Mark DiOrioTerm End 4/30
Tom ReddyTerm End 4/30
Gerald W Bachecki CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,789,743
Program Service Revenue
$639,471
Investment Income
$1,152,458
Other Revenue
$1,494
All Other Contributions
$1,540,781
Change in Net Assets
$724,827

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,511,871
Revenue Not Reported on Financial Statements
$71,295
Revenue Not Reported on Form 990
$521,431
Total Revenue per Audited Statements
$4,033,302
Total Revenue per Form 990
$3,583,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,524,595
Other Expenses$1,333,744
Total Fundraising Expense$271,523
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$660,444$101,693$134,234$896,371
Current Officers, Directors, Trustees, and Key Employees$100,274$184,326$25,069$309,669
Occupancy$191,749$88,258$695$280,702
Depreciation Depletion$164,488$69,871-$234,359
Other Employee Benefits$154,934$38,372$13,690$206,996
Fees for Services Other$11,131$88,170-$99,301
Payroll Taxes$59,917$19,984$12,122$92,023
Insurance$54,558$31,681-$86,239
All Other Expenses$39,907$10,141$34,520$84,568
Fees for Service Investment Mgmnt Fees-$71,295-$71,295
Fees for Services Accounting-$41,020-$41,020
Other Expenses$5,653$28,920$1,925$36,498
Office Expenses$4,399$17,697$1,695$23,791
Pension Plan Contributions$16,553-$2,983$19,536
Fees for Services Legal-$13,797-$13,797
Advertising-$427$8,311$8,738
Travel$152$1,910-$2,062
Information Technology$24--$24
Total Functional Expenses$1,708,311$878,505$271,523$2,858,339

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,867,952
Total Expenses per Form 990$2,858,339
Expenses per Audited Statements$2,787,044
Expenses Not Reported on Form 990$80,908
Expenses Not Reported on Financial Statements$71,295
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,494
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Gala$51,839$1,494-$1,494
Total Events$51,839$1,494-$1,494
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 is tasked with the annual review of the draft 990. The 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

“When determining the annual compensation for the CEO & Director of Finance, the organization shall always undertake and satisfy all three prongs of the rebuttable presumption set forth in the IRS code regarding intermidiate sanctions. Before making the reasonable comp determination, the governing body relied on comparability data - CF uses the No.CA Fairpay Annual Survey. The CEO salary is further discussed and approved by the Board of Directors.”

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

“When determining the annual compensation for Officers and Key Employees, the organization shall always undertake and satisfy all three prongs of the rebuttable presumption set forth in the IRS code regarding intermidiate sanctions. Before making the reasonable comp determination, the governing body relied on comparability data - CF uses the No.CA Fairpay Annual Survey. The salaries are further discussed and approved by the Board Chair, the 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
2025-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Stemler
Formed
1950
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
19
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 = $237457”

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 $237457”

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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/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0Holly Zoller
IRS990/Form990PartVIISectionAGrp/PersonNm1Beth Bates
IRS990/Form990PartVIISectionAGrp/PersonNm2Tim Stoltzfus
IRS990/Form990PartVIISectionAGrp/PersonNm3Mitchell Matthews
IRS990/Form990PartVIISectionAGrp/PersonNm4Cristy Dawson
IRS990/Form990PartVIISectionAGrp/PersonNm5Chuck Des Roches Esq
IRS990/Form990PartVIISectionAGrp/PersonNm6Diego Reyes
IRS990/Form990PartVIISectionAGrp/PersonNm7Fred Medero
IRS990/Form990PartVIISectionAGrp/PersonNm8Gerald W Bachecki CPA
IRS990/Form990PartVIISectionAGrp/PersonNm9Jerry Traynor
IRS990/Form990PartVIISectionAGrp/PersonNm10Natalie Stickler-Hofmans
IRS990/Form990PartVIISectionAGrp/PersonNm11Ken Hunter
IRS990/Form990PartVIISectionAGrp/PersonNm12Marianne Baldrica
IRS990/Form990PartVIISectionAGrp/PersonNm13Mary Crowe
IRS990/Form990PartVIISectionAGrp/PersonNm14Michael Mason
IRS990/Form990PartVIISectionAGrp/PersonNm15Mark DiOrio
IRS990/Form990PartVIISectionAGrp/PersonNm16Tom Reddy
IRS990/Form990PartVIISectionAGrp/PersonNm17Kim Stemler
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0160427
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1132138
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2105092
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0FRMR PRES & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Finance Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Dir of Facilities
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice Chair Gov
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice Chair Dev
IRS990/Form990PartVIISectionAGrp/TitleTxt7Term End 4/30
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Term End 4/30
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Term End 4/30
IRS990/Form990PartVIISectionAGrp/TitleTxt16Term End 4/30
IRS990/Form990PartVIISectionAGrp/TitleTxt17NEW PRES & CEO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01950
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt050345
IRS990/FundraisingGrossIncomeAmt01494
IRS990/GainOrLossGrp/SecuritiesAmt0809766
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03422380
IRS990/GrossReceiptsAmt06195780
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt024
IRS990/InformationTechnologyGrp/TotalAmt024
IRS990/InsuranceGrp/ManagementAndGeneralAmt031681
IRS990/InsuranceGrp/ProgramServicesAmt054558
IRS990/InsuranceGrp/TotalAmt086239
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0342692
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0342692
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013977462
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011784835
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05643137
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03295413
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06266351
IRS990/LandBldgEquipCostOrOtherBssAmt011909488
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02612614
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0198617
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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/NetAssetsOrFundBalancesBOYAmt019921916
IRS990/NetAssetsOrFundBalancesEOYAmt021087266
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0809766
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0809766
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01494
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01494
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0203066
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt017219682
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018157903
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0695
IRS990/OccupancyGrp/ManagementAndGeneralAmt088258
IRS990/OccupancyGrp/ProgramServicesAmt0191749
IRS990/OccupancyGrp/TotalAmt0280702
IRS990/OfficeExpensesGrp/FundraisingAmt01695
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017697
IRS990/OfficeExpensesGrp/ProgramServicesAmt04399
IRS990/OfficeExpensesGrp/TotalAmt023791
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01458227
IRS990/OtherAssetsTotalGrp/EOYAmt01656642
IRS990/OtherChangesInNetAssetsAmt0237457
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013690
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt038372
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0154934
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0206996
IRS990/OtherExpensesGrp/Desc0Repairs & Maintenance
IRS990/OtherExpensesGrp/Desc1Food and Meals
IRS990/OtherExpensesGrp/Desc2Postage & Printing
IRS990/OtherExpensesGrp/Desc3Misc Expenses
IRS990/OtherExpensesGrp/FundraisingAmt036279
IRS990/OtherExpensesGrp/FundraisingAmt11925
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt069347
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11596
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt228920
IRS990/OtherExpensesGrp/ProgramServicesAmt0115771
IRS990/OtherExpensesGrp/ProgramServicesAmt1128357
IRS990/OtherExpensesGrp/ProgramServicesAmt25653
IRS990/OtherExpensesGrp/TotalAmt0185118
IRS990/OtherExpensesGrp/TotalAmt1128357
IRS990/OtherExpensesGrp/TotalAmt237875
IRS990/OtherExpensesGrp/TotalAmt336498
IRS990/OtherRevenueMiscGrp/Desc0Other Revenue
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0134234
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0101693
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0660444
IRS990/OtherSalariesAndWagesGrp/TotalAmt0896371
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt012122
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019984
IRS990/PayrollTaxesGrp/ProgramServicesAmt059917
IRS990/PayrollTaxesGrp/TotalAmt092023
IRS990/PensionPlanContributionsGrp/FundraisingAmt02983
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016553
IRS990/PensionPlanContributionsGrp/TotalAmt019536
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0125251
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt040172
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034840
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043926
IRS990/PrincipalOfficerNm0Kim Stemler
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/RelatedOrExemptFuncIncomeAmt036573
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1163328
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2439570
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036573
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1163328
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2439570
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 23,000 meals were prepared during the fiscal year.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0522691
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0152212
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/ExpenseAmt0417674

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,268,930
Liabilities
$181,664
Net assets
$21,087,266
Revenue
$3,583,166
Expenses
$2,858,339
Net income
$724,827
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