Nonprofit · EIN 23-7069974
HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF
Tax-exempt · LOMA LINDA, CA 92354
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $532,012 | $174,521 | $357,491 | $9,630,922 | $0 | $9,630,922 |
| December 31, 2023 | 990 | $275,355 | $161,029 | $114,326 | $8,623,652 | $0 | $8,623,652 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $186,791
- Program service revenue
- $0
- Investment income
- $345,221
- Net gain from sales of assets
- $167,362
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $10,000
Balance sheet and other
- Total assets, start of year
- $8,623,652
- Total assets, end of year
- $9,630,922
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,630,922
- Net assets without donor restrictions
- $7,859
- Net assets with donor restrictions
- $9,623,063
- Gross receipts
- $1,243,931
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1969
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CALVIN CHUANG | EXECUTIVE DIRECTOR Trustee or director | 4 | $0 | $141,920 | $18,363 |
| STEPHEN SKAHEN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL CHUNG | CFO / SECRETARY Trustee or director | 1 | $0 | $0 | $0 |
| SUE KUNZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH VERSKA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JONATHAN ERICH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDA CHU | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARILENE WANG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL HICKETHIER | PRESIDENT-ELECT Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA MCKINNEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROLAND LONSER | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS HAMILTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CALVIN CHUANG | EXECUTIVE DIRECTOR Trustee or director | 4 | $0 | $133,000 | $23,582 |
| STEPHEN SKAHEN | PRESIDENT-ELECT Trustee or director | 1 | $0 | $0 | $0 |
| PAUL CHUNG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUE KUNZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH VERSKA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JONATHAN ERICH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL HICKETHIER | CFO / SECRETARY Trustee or director | 1 | $0 | $0 | $0 |
| MARILENE WANG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROLAND LONSER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVEN HERBER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SAMUEL PAW | PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11245 ANDERSON ST STE 200, LOMA LINDA, CA 92354-2801
- Principal officer (990 for 2024)
- CALVIN CHUANG, 11245 ANDERSON STREET SUITE 200, LOMA LINDA, CA 92354
- Signed the 990
- CALVIN CHUANG, EXECUTIVE DIRECTOR
- Phone
- (909) 558-4633
- Return prepared by
- SOREN MCADAM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7069974 or by the name HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO ESTABLISH AN ENDOWMENT TO PROVIDE INCOME TO SUPPORT THE ADMINISTRATIVE AND PROGRAM SERVICE EXPENSES OF THE ALUMNI ASSOCIATION OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE.
Program accomplishments
- TO SUPPORT THE OPERATIONS OF THE ALUMNI ASSOCIATION OF LOMA LINDA UNIVERSITYExpenses $174,521
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7069974
- Tax-exempt status
- 501(c)(2): Title-holding corporation
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $9,630,922
- Income (IRS master file)
- $1,243,931
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $532,012 | $174,521 | $9,630,922 | IRS |
| 990 | December 2023 | $275,355 | $161,029 | $8,623,652 | XML |
| 990 | December 2022 | $543,905 | $204,539 | $7,492,511 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7069974).
Questions about HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF
- What is the EIN of HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF?
- The employer identification number (EIN) of HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF is 23-7069974.
- Is HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 1970.
- Are donations to HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF?
- The 990 for the year ended December 31, 2024 names CALVIN CHUANG.
- Who are the officers and directors of HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $532,012, expenses of $174,521 and total assets of $9,630,922 at year end.
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