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Nonprofiteer
← CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION

Form 990 for tax year 2023

Filed by CALIFORNIA LUTHERAN EDUCATIONAL FOUNDATION.

Totals

Total revenue
$22,165
Total expenses
$30,290
Contributions and grants received
$0
Grants paid
$28,120
Program service revenue
$0
Investment income
$22,165
Other revenue
$0
Total assets, end of year
$3,166,965
Total liabilities, end of year
$2,155,538
Net assets or fund balances, end of year
$1,011,427
Program services expenses (Part IX)
$28,120
Management and general expenses
$2,170
Fundraising expenses
$0
Program service expenses (Part III)
$28,120

Program services were 92.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • VARLOTTA LORI

    BOARD MEMBER

    Total calculated
    $756,713
    From this org
    $0
    From related orgs
    $591,359
    Other
    $165,354
    Hours/week
    0.3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $507,056 related
    Bonus
    $0
    Other
    $0 + $84,303 related
    Deferred
    $0 + $155,635 related
    Nontaxable benefits
    $0 + $9,719 related
    Filer's total
    $0 + $756,713 related

  • BAUMHEFNER LINDA

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • GILBERT ROD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • HILL LAUREEN

    BOARD MEMBER (AS OF 04/24)

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • KRANTZ WILLIAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3

  • OGBECHIE NKEM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • PAPAGEORGE DEBRA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • BIDDINGS-MURO REGINA

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $272,431
    From this org
    $0
    From related orgs
    $241,703
    Other
    $30,728
    Hours/week
    0.3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,639 related
    Bonus
    $0
    Other
    $0 + $2,064 related
    Deferred
    $0 + $21,469 related
    Nontaxable benefits
    $0 + $9,259 related
    Filer's total
    $0 + $272,431 related

  • YSASI RICHARD

    TREASURER

    Total calculated
    $243,401
    From this org
    $0
    From related orgs
    $223,274
    Other
    $20,127
    Hours/week
    0.3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,926 related
    Bonus
    $0
    Other
    $0 + $348 related
    Deferred
    $0 + $19,311 related
    Nontaxable benefits
    $0 + $816 related
    Filer's total
    $0 + $243,401 related

  • MARSH TOM

    ASSISTANT TREASURER (THRU 08/23)

    Total calculated
    $94,658
    From this org
    $0
    From related orgs
    $94,658
    Other
    $0
    Hours/week
    0.3 + 40 related

  • ARNOLD JOEL - CHIEF

    OPERATING OFFICER (AS OF 05/23)

    Total calculated
    $90,205
    From this org
    $0
    From related orgs
    $75,016
    Other
    $15,189
    Hours/week
    0.3 + 40 related

  • PFAHLER ELLEN

    ASSISTANT TREASURER (AS OF 08/23)

    Total calculated
    $37,442
    From this org
    $0
    From related orgs
    $34,861
    Other
    $2,581
    Hours/week
    0.3 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE FOUNDATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION.
PART I, LINE 4B
LORI VARLOTTA, PRESIDENT PARTICIPATED IN TWO SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. CONTRIBUTIONS OF $50,000 AND $100,000 WERE MADE IN 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
24 March 2025
IRS schema version
2023v6.0
Source object
202510939349301121

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