Civic Intelligence

The Red Tab Foundation

990 • Fiscal year 2025 • EIN 94-2779937

Jun 01, 2024 to May 31, 2025

1155 Battery Street Ls7San Francisco, CA 94111

(415) 501-6154

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

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

Liabilities / Revenue

9th percentile

0.01x

Higher debt load relative to revenue than 9% of similar nonprofits.

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

Net Margin

62nd percentile

10.0%

Higher net margin than 62% of similar nonprofits.

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

Top Officer Pay

87th percentile

$339,926

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

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

Asset Growth

63rd percentile

7.9%

Faster asset growth than 63% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-7.3%

Faster revenue growth than 20% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$18,273,251

Up $1,339,832 (+7.9%) from 2024

Net Assets

Up

$18,246,158

Up $1,374,946 (+8.1%) from 2024

Liabilities

Down

$27,093

Down $35,114 (-56%) from 2024

Revenue

Down

$2,892,365

Down $227,386 (-7.3%) from 2024

Expenses

Down

$2,604,299

Down $1,715,254 (-40%) from 2024

Net Income

Up

$288,066

Up $1,487,868 (+124%) from 2024

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $15,867,200Liabilities 2011: $77,170Net Assets 2011: $15,790,0302011Assets 2012: $14,283,874Liabilities 2012: $60,982Net Assets 2012: $14,222,8922012Assets 2013: $15,444,276Liabilities 2013: $48,018Net Assets 2013: $15,396,2582013Assets 2014: $16,389,052Liabilities 2014: $243,169Net Assets 2014: $16,145,8832014Assets 2015: $15,661,116Liabilities 2015: $204,696Net Assets 2015: $15,456,4202015Assets 2016: $14,275,892Liabilities 2016: $247,078Net Assets 2016: $14,028,8142016Assets 2017: $15,298,056Liabilities 2017: $239,689Net Assets 2017: $15,058,3672017Assets 2018: $15,956,684Liabilities 2018: $228,032Net Assets 2018: $15,728,6522018Assets 2019: $16,376,625Liabilities 2019: $222,209Net Assets 2019: $16,154,4162019Assets 2020: $17,196,313Liabilities 2020: $39,796Net Assets 2020: $17,156,5172020Assets 2021: $20,100,818Liabilities 2021: $53,463Net Assets 2021: $20,047,3552021Assets 2022: $18,056,579Liabilities 2022: $24,681Net Assets 2022: $18,031,8982022Assets 2023: $16,161,355Liabilities 2023: $32,407Net Assets 2023: $16,128,9482023Assets 2024: $16,933,419Liabilities 2024: $62,207Net Assets 2024: $16,871,2122024Assets 2025: $18,273,251Liabilities 2025: $27,093Net Assets 2025: $18,246,1582025

Highlighted filing

2025

Assets$18,273,251
Liabilities$27,093
Net Assets$18,246,158

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,352,072Expenses 2011: $2,120,589Net Income 2011: -$768,5172011Expenses 2012: $2,044,2442012Expenses 2013: $2,050,0702013Revenue 2014: $2,682,641Expenses 2014: $1,903,590Net Income 2014: $779,0512014Revenue 2015: $1,933,401Expenses 2015: $1,960,759Net Income 2015: -$27,3582015Revenue 2016: $1,790,520Expenses 2016: $1,957,724Net Income 2016: -$167,2042016Revenue 2017: $1,978,194Expenses 2017: $1,760,559Net Income 2017: $217,6352017Revenue 2018: $1,825,495Expenses 2018: $1,919,971Net Income 2018: -$94,4762018Revenue 2019: $2,312,672Expenses 2019: $1,861,466Net Income 2019: $451,2062019Revenue 2020: $3,336,961Expenses 2020: $2,757,028Net Income 2020: $579,9332020Revenue 2021: $2,299,310Expenses 2021: $3,409,941Net Income 2021: -$1,110,6312021Revenue 2022: $2,631,009Expenses 2022: $3,331,404Net Income 2022: -$700,3952022Revenue 2023: $3,089,667Expenses 2023: $4,492,223Net Income 2023: -$1,402,5562023Revenue 2024: $3,119,751Expenses 2024: $4,319,553Net Income 2024: -$1,199,8022024Revenue 2025: $2,892,365Expenses 2025: $2,604,299Net Income 2025: $288,0662025

Highlighted filing

2025

Revenue$2,892,365
Expenses$2,604,299
Net Income$288,066
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 15, 2026
Return Version
2024v5.5
Gross Receipts
$3,648,035
Mission and Program Overview

Mission

The red tab foundation supports members of the ls&co. Community in maintaining and building a secure financial future through global charitable programs. In service of this mission, the foundation provides short term financial aid to levi strauss & co. Employees and retirees following unexpected emergencies. The foundation also provides basic necessities to low income retirees who typically face various financial issues and forms of distress due to their advanced age. In addition, the foundation provides education and asset-building programs to help these individuals in their own efforts to maintain their financial, physical and emotional health.

To provide emergency funds for levi strauss & co. Employees, retirees and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,007,448$17,219,382▲ $1,211,934
Savings and Temporary Cash Investments$293,102$736,586▲ $443,484
Cash and Non-Interest-Bearing Accounts$111,185$237,791▲ $126,606
Pledges and Grants Receivable$177,810$52,144▼ $125,666
Other Notes and Loans Receivable, Net$48,700$14,044▼ $34,656
Prepaid Expenses and Deferred Charges$20,174$12,804▼ $7,370
Accounts Receivable$275,000$500▼ $274,500
Total Assets$16,933,419$18,273,251▲ $1,339,832
Liabilities
Accounts Payable and Accrued Expenses$62,207$27,093▼ $35,114
Total Liabilities$62,207$27,093▼ $35,114
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,871,212$18,246,158▲ $1,374,946
Total Net Assets Fund Balance$16,871,212$18,246,158▲ $1,374,946
Total Liabilities and Net Assets / Fund Balance$16,933,419$18,273,251▲ $1,339,832
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jenny RodriguezExecutive DirectorFT$201,462$138,464$339,926
John BookerGlobal Philanthropy LeadFT$147,507$30,320$177,827
Bryce KumagaiGlobal Programs ManagerFT$130,751$19,419$150,170
Ella ClausenComms & Programs ManagerFT$128,408$1,088$129,496

Board Members and Trustees

NameTitle
Peter Haas JrPresident
Jeff HarloweVice President
Anne MadisonBoard Member
Bradley HaasBoard Member
Heidi ManesBoard Member
Molly BuckleyBoard Member
Scott WhiteBoard Member
Susan BrennanBoard Member
Tom FanoeBoard Member
LIZ O'NEILBoard Member (thru 11/15/24)
Lisa StirlingCFO
Kelly McginnisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,367,749
Program Service Revenue
$0
Investment Income
$533,198
Other Revenue
$-8,582
All Other Contributions
$2,299,565
Change in Net Assets
$288,066

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$248,402Fair Market Value (FMV)
Total Noncash Contributions1$248,402-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,884,104
Revenue Not Reported on Financial Statements
$8,261
Revenue Not Reported on Form 990
$2,278,850
Total Revenue per Audited Statements
$5,162,954
Total Revenue per Form 990
$2,892,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,235,338
Other Expenses$302,433
Salaries, Compensation, and Employee Benefits$66,528
Total Fundraising Expense$42,134
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,485,299--$1,485,299
Foreign Grants$750,039--$750,039
Fees for Services Other$99,609$1,446$3,441$104,496
Fees for Services Accounting-$80,472-$80,472
Current Officers, Directors, Trustees, and Key Employees$66,528--$66,528
Information Technology$5,017$8,658$23,420$37,095
Travel$601$3,146$6,120$9,867
Fees for Service Investment Mgmnt Fees-$8,261-$8,261
Office Expenses$201$1,913$5,381$7,495
Advertising$2,800$500$2,488$5,788
Occupancy$2,880$475$819$4,174
Other Expenses$1,000$3,171$465$3,171
Insurance-$2,483-$2,483
Fees for Services Legal$2,118--$2,118
Total Functional Expenses$2,426,522$135,643$42,134$2,604,299

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,788,008
Total Expenses per Form 990$2,604,299
Expenses per Audited Statements$2,581,132
Expenses Not Reported on Form 990$1,206,876
Expenses Not Reported on Financial Statements$23,167
Other Expense Adjustments$14,906
International Activity

International Summary

Offices
0
Employees
0
Spending
$750,039

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Grantmaking-00$223,669
Sub-saharan Africa - Angola, Benin, Botswana, Burkina Faso,Grantmaking-00$222,302
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumGrantmaking-00$166,530
North America - Canada and Mexico, But Not the United StatesGrantmaking-00$88,526
South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador,Grantmaking-00$28,948
South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal,Grantmaking-00$20,064
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,582
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Run for Red Tab Virtual Race$68,184-$485-
Total Events$68,184-$8,582$-8,582
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Yes
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 A, Line 2

Peter haas, jr. And bradley haas have a family relationship.

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

Hood & strong forwarded a final draft of the form 990 to the executive director and cfo for review, who then gave it to the foundation's board members for review prior to filing.

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

Any director, principal officer, or member of a committee with board delegated powers and a direct or indirect financial interest are covered under the policy. The organization's conflict of interest policy is circulated and reviewed annually. A written acknowledgement must be signed by each board member confirming that they have read and understand the conflict of interest policy. In connection with any actual or possible conflicts of interest, an interested person must disclose the financial interest and all material facts to the directors and members of committees with board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he or she shall leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. An interested person may make a presentation at the board or committee meeting, but after such presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that results in the conflict of interest. The chairperson of the board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. After exercising due diligence, the board or committee shall determine whether the foundation can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the foundation's best interest and for its own benefit and whether the transaction is fair and reasonable to the foundation and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination.

Form 990, Part VI, Section B, Line 15

Compensation is determined by ls&co.'s human resources department, which conducts robust market compensation analyses and benchmarking.

Form 990, Part VI, Section C, Line 19

Red tab foundation makes its financial statements available on red tab foundation's website and upon request for the same period of time set forth in sec. 6104(d).

Filing and Contact Details

Filer

Filer Name
Red Tab Foundation
EIN
94-2779937
Phone
4155016154
Address
1155 BATTERY STREET LS7, SAN FRANCISCO, CA 94111

Signing Officer

Name
Jenny Calvert Rodriguez
Title
Executive Director
Phone
4155016154
Signed
2026-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenny Calvert Rodriguez
Formed
1981
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
225

Preparer

Firm
Hood & Strong Llp
Address
2580 N 1ST ST STE 460, SAN JOSE, CA 95131
Preparer
Jacob Yau
Phone
4089988400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Bad debt recovery 14,906.

Financial Statement Notes

PART X, LINE 2:

The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and from california franchise and/or income taxes under section 23701d of the california revenue and taxation code. As of may 31, 2025, management evaluated the foundation's tax positions and concluded that the foundation had maintained its tax-exempt status and had taken no uncertain tax positions that require adjustment to the financial statements. Therefore, no provision or liability for income taxes has been included in the financial statements.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Bad debt recovery 14,906.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12324984
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13164384
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14147401
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15128408
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
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER (THRU 11/15/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13GLOBAL PHILANTHROPY LEAD
IRS990/Form990PartVIISectionAGrp/TitleTxt14GLOBAL PROGRAMS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt15COMMS & PROGRAMS MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt068184
IRS990/FundraisingDirectExpensesAmt08582
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0142950
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt02187108
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01485299
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01485299
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0890038
IRS990/GrossReceiptsAmt03648035
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt023420
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08658
IRS990/InformationTechnologyGrp/ProgramServicesAmt05017
IRS990/InformationTechnologyGrp/TotalAmt037095
IRS990/InsuranceGrp/ManagementAndGeneralAmt02483
IRS990/InsuranceGrp/TotalAmt02483
IRS990/InvestmentIncomeGrp/ExclusionAmt0390248
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0390248
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016007448
IRS990/InvestmentsPubTradedSecGrp/EOYAmt017219382
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0747088
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE RED TAB FOUNDATION SUPPORTS MEMBERS OF THE LS&CO. COMMUNITY IN MAINTAINING AND BUILDING A SECURE FINANCIAL FUTURE THROUGH GLOBAL CHARITABLE PROGRAMS. IN SERVICE OF THIS MISSION, THE FOUNDATION PROVIDES SHORT TERM FINANCIAL AID TO LEVI STRAUSS & CO. EMPLOYEES AND RETIREES FOLLOWING UNEXPECTED EMERGENCIES. THE FOUNDATION ALSO PROVIDES BASIC NECESSITIES TO LOW INCOME RETIREES WHO TYPICALLY FACE VARIOUS FINANCIAL ISSUES AND FORMS OF DISTRESS DUE TO THEIR ADVANCED AGE. IN ADDITION, THE FOUNDATION PROVIDES EDUCATION AND ASSET-BUILDING PROGRAMS TO HELP THESE INDIVIDUALS IN THEIR OWN EFFORTS TO MAINTAIN THEIR FINANCIAL, PHYSICAL AND EMOTIONAL HEALTH.
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016871212
IRS990/NetAssetsOrFundBalancesEOYAmt018246158
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0142950
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0142950
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-8582
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-8582
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01071974
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016871212
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018246158
IRS990/NoncashContributionsAmt0248402
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0819
IRS990/OccupancyGrp/ManagementAndGeneralAmt0475
IRS990/OccupancyGrp/ProgramServicesAmt02880
IRS990/OccupancyGrp/TotalAmt04174
IRS990/OfficeExpensesGrp/FundraisingAmt05381
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01913
IRS990/OfficeExpensesGrp/ProgramServicesAmt0201
IRS990/OfficeExpensesGrp/TotalAmt07495
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt014906
IRS990/OtherExpensesGrp/Desc0MERCHANT FEES
IRS990/OtherExpensesGrp/Desc1TEAM DEVELOPMENT & EVEN
IRS990/OtherExpensesGrp/Desc2FOREIGN EXCHANGE LOSSES
IRS990/OtherExpensesGrp/FundraisingAmt0465
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023375
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11743
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23171
IRS990/OtherExpensesGrp/ProgramServicesAmt010430
IRS990/OtherExpensesGrp/ProgramServicesAmt11000
IRS990/OtherExpensesGrp/TotalAmt033805
IRS990/OtherExpensesGrp/TotalAmt13208
IRS990/OtherExpensesGrp/TotalAmt23171
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt048700
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt014044
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0177810
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt052144
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020174
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012804
IRS990/PrincipalOfficerNm0JENNY CALVERT RODRIGUEZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0RED TAB SAVERS PROGRAM: THE CURRENT GOAL OF THE PROGRAM IS TO INCENTIVIZE HOURLY EMPLOYEES TO SAVE THEIR OWN MONEY TO BUILD A FINANCIAL SAFETY NET. THE LONG-TERM GOAL IS TO DO THE SAME AT A GREATER SCALE. EARLY IN FISCAL YEAR 2025, OUR U.S. RED TAB SAVERS PROGRAM WAS PAUSED, BUT 182 EMPLOYEES EARNED ALMOST $37,000 IN MATCH REWARDS BY SAVING THEIR OWN MONEY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0256111
IRS990/ProgSrvcAccomActy2Grp/GrantAmt036800
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0INTEREST-FREE EMERGENCY LOANS: INTEREST-FREE LOANS ARE OFFERED TO EMPLOYEES IN CIRCUMSTANCE WHERE THE NEED IS MORE OF A CASH FLOW ISSUE THAN A TRUE FINANCIAL EMERGENCY. IN FISCAL YEAR 2025, RED TAB FOUNDATION DISBURSED 25 LOANS TOTALING $11,430.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt011430
IRS990/ProgSrvcAccomActy3Grp/GrantAmt011430
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02444629
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02801889
IRS990/PYInvestmentIncomeAmt0680231
IRS990/PYOtherExpensesAmt0407348
IRS990/PYOtherRevenueAmt0-5109
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1199802
IRS990/PYSalariesCompEmpBnftPaidAmt01110316
IRS990/PYTotalExpensesAmt04319553
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03119751
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0288066
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0293102
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0736586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02367749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02444629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02323023
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02106494
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01706238
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010948133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0390248
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0397804
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0393355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0380870
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0315142
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01877419
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0169
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78600
IRS990ScheduleA/PublicSupportPY170Pct00.77660
IRS990ScheduleA/PublicSupportTotal170Amt010080306
IRS990ScheduleA/SubstantialContributorsTotAmt0867827
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02367749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02444629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02323023
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02106494
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01706238
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010948133
IRS990ScheduleA/TotalSupportAmt012825552
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt01206876
IRS990ScheduleD/DonatedServicesUseFcltsAmt01206876
IRS990ScheduleD/ExpensesNotReportedAmt01206876
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt023167
IRS990ScheduleD/ExpensesSubtotalAmt02581132
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt08261
IRS990ScheduleD/InvestmentExpensesNotIncldAmt08261
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01071974
IRS990ScheduleD/OtherExpensesNotIncludedAmt014906
IRS990ScheduleD/RevenueNotReportedAmt02278850
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08261
IRS990ScheduleD/RevenueSubtotalAmt02884104
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM CALIFORNIA FRANCHISE AND/OR INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF MAY 31, 2025, MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BAD DEBT RECOVERY 14,906.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02604299
IRS990ScheduleD/TotalRevenuePerForm990Amt02892365
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05162954
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03788008
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.3$0.03$18.2$2.89$2.60$0.29
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.06$16.9$3.12$4.32$1.20
2023Detailed filing. Detailed filing data is available for this year.$16.2$0.03$16.1$3.09$4.49$1.40
2022Detailed filing. Detailed filing data is available for this year.$18.1$0.02$18.0$2.63$3.33$0.70
2021Detailed filing. Detailed filing data is available for this year.$20.1$0.05$20.0$2.30$3.41$1.11
2020Detailed filing. Detailed filing data is available for this year.$17.2$0.04$17.2$3.34$2.76$0.58
2019Detailed filing. Detailed filing data is available for this year.$16.4$0.22$16.2$2.31$1.86$0.45
2018Detailed filing. Detailed filing data is available for this year.$16.0$0.23$15.7$1.83$1.92$0.09
2017Detailed filing. Detailed filing data is available for this year.$15.3$0.24$15.1$1.98$1.76$0.22
2016Detailed filing. Detailed filing data is available for this year.$14.3$0.25$14.0$1.79$1.96$0.17
2015Detailed filing. Detailed filing data is available for this year.$15.7$0.20$15.5$1.93$1.96$0.03
2014Detailed filing. Detailed filing data is available for this year.$16.4$0.24$16.1$2.68$1.90$0.78
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$0.05$15.4$2.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$0.06$14.2$2.04
2011Summary only. Only limited summary data is available for this year.$15.9$0.08$15.8$1.35$2.12$0.77