Form 990 for tax year 2023
Filed by EL DORADO COMMUNITY FOUNDATION.
What the amendment changed
Compared with the return it replaced , filed 7 November 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Grants paid
- $2,412,425 changed to $2,412,424
Totals
- Total revenue
- $7,598,807
- Total expenses
- $3,504,760
- Contributions and grants received
- $4,887,158
- Grants paid
- $2,412,424
- Program service revenue
- $75,022
- Investment income
- $2,561,520
- Other revenue
- $75,107
- Total assets, end of year
- $31,049,213
- Total liabilities, end of year
- $3,956,539
- Net assets or fund balances, end of year
- $27,092,674
- Program services expenses (Part IX)
- $2,807,138
- Management and general expenses
- $397,007
- Fundraising expenses
- $300,615
- Program service expenses (Part III)
- $2,807,138
Program services were 80.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$4,887,158
-
2a · Program service revenue: Rents
total $75,022 · related or exempt $75,022
-
3 · Investment income
total $2,561,520 · related or exempt $2,561,520
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Admin Fee From Agency
total $40,857 · related or exempt $40,857
-
11b · Other revenue: Other Income
total $34,250 · related or exempt $34,250
-
11e · Other revenue, total
$75,107
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,412,424 · program services $2,412,424
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $175,200 · program services $131,400 · management and general $26,280 · fundraising $17,520
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $423,167 · program services $48,110 · management and general $213,067 · fundraising $161,990
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $288,351 · program services $144,176 · management and general $86,505 · fundraising $57,670
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $38,527 · program services $6,550 · management and general $3,082 · fundraising $28,895
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $26,917 · program services $16,150 · management and general $4,038 · fundraising $6,729
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $25,215 · program services $16,390 · management and general $3,782 · fundraising $5,043
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $29,668 · program services $6,824 · management and general $19,877 · fundraising $2,967
-
23 · Insurance
total $12,743 · program services $5,097 · management and general $7,009 · fundraising $637
-
24a · Other expenses: Office Equipment and Maint
total $32,275 · program services $17,105 · management and general $6,133 · fundraising $9,037
-
24b · Other expenses: Memberships
total $15,824 · program services $2,374 · management and general $3,323 · fundraising $10,127
-
24c · Other expenses: Repairs/Maint
total $12,760 · management and general $12,760
-
24d · Other expenses: Property Tax
total $11,151 · management and general $11,151
-
24e · All other expenses
total $538 · program services $538
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,563,969 · end of year $3,993,501
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $17,195 · end of year $18,867
-
10a · Land, buildings and equipment: cost or other basis
$1,783,654
-
10b · Land, buildings and equipment: accumulated depreciation
$339,147
-
10c · Land, buildings and equipment, net
beginning of year $1,298,259 · end of year $1,444,507
-
11 · Investments: publicly traded securities
beginning of year $21,344,054 · end of year $25,409,825
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
beginning of year $14,067 · end of year $14,687
-
15 · Other assets
beginning of year $144,094 · end of year $167,826
-
17 · Accounts payable and accrued expenses
beginning of year $78,117 · end of year $58,501
-
23 · Secured mortgages and notes payable
beginning of year $3,304,894 · end of year $3,898,038
-
27 · Net assets without donor restrictions
beginning of year $22,854,533 · end of year $26,924,848
-
28 · Net assets with donor restrictions
beginning of year $144,094 · end of year $167,826
Mission and programs · 2023
Mission
The El Dorado Community Foundation is dedicated to strengthening our community both now and for future generations. The Foundation fulfills its mission by:- Encouraging private giving for the public good.- Building and maintaining a permanent endowment fund to respond to changing community needs.- providing a flexible tax-exempt vehicle for donors with varied charitable interest and abilities to give.-serving as a catalyist, a convener, and a partner in shaping effective responses to community problems and opportunities.
-
During the year, the foundation awarded grants to numerous community non-profit organizations in need, administered endowments and grant-making services for local agencies, held planned giving seminars for potential donors, and led focus groups with local leaders to discuss community needs and future areas of grant-making.
Expenses $2,807,138
As filed on the 2023 return.
Listed in Part VII
-
Bill Roby
Key Employee
- Total calculated
- $175,200
- From this org
- $170,085
- From related orgs
- $0
- Other
- $5,115
- Hours/week
- 40
-
Kathleen Peek
President
- Total calculated
- $0
- Hours/week
- 30
-
Allan Priest
Vice President
- Total calculated
- $0
- Hours/week
- 30
-
Brian Veerkamp
Treasurer
- Total calculated
- $0
- Hours/week
- 30
-
Shelbi Bennett
Secretary
- Total calculated
- $0
- Hours/week
- 30
-
Dan Stazak
Past President
- Total calculated
- $0
- Hours/week
- 40
-
Wendy David
Member
- Total calculated
- $0
- Hours/week
- 30
-
Jana Ellerman
Member
- Total calculated
- $0
- Hours/week
- 30
-
Ed Manansala
Member
- Total calculated
- $0
- Hours/week
- 30
-
Pam Maxwell
Member
- Total calculated
- $0
- Hours/week
- 0
-
Bill Roby
Executive Dir.
- Total calculated
- $0
- Hours/week
- 40
-
Kathy Haven
Program Coord.
- Total calculated
- $0
- Hours/week
- 30
-
Sakina Madraswala
Accountant
- Total calculated
- $0
- Hours/week
- 30
-
Hillary Mulligan
Donor Services
- Total calculated
- $0
- Hours/week
- 30
-
Paul Zappettini
Member
- Total calculated
- $0
- Hours/week
- 30
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.
Schedule J
Itemized on Schedule J with no Part VII listing of the same name on this return:
-
Bill Roby
Key Employee
Schedule J breakdown
- Base
- $170,085
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $5,115
- Filer's total
- $175,200
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
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
-
Various - 5K
$517,950
Community needs
-
Chandler Electric Inc
$202,251
Human services
-
$194,440
Human Services
-
The Sierra Fund
$146,000
Educational support
-
El Dorado County Library - So
$129,211
Community needs
-
Lake Tahoe Community College
$100,000
Community Projects
-
Simpson University
$75,000
Educational support
-
$51,198
Youth development
-
Big Brothers Big Sisters of N
$46,640
Youth development
-
South Lake Tahoe Family Resou
$45,000
Human Services
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 19 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202532319349301788
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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