Nonprofit · EIN 27-4659449
AURELIA FOUNDATION
Tax-exempt · SANTA MONICA, CA 90404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,623,119 | $2,721,990 | -$98,871 | $1,722,343 | $564,787 | $1,157,556 |
| December 31, 2023 | 990 (amended) | $2,654,711 | $2,561,880 | $92,831 | $1,687,747 | $432,747 | $1,255,000 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $336,233
- Program service revenue
- $2,267,451
- Investment income
- $57,764
- Net gain from sales of assets
- $33,090
- Net income from fundraising events
- -$42,449
- Net income from gaming
- $2,883
- Other revenue
- -$38,329
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $198,085
- Other salaries and wages
- $1,756,936
- Salaries, compensation and benefits (total)
- $2,145,515
- Professional fundraising fees
- $0
- Accounting fees
- $54,919
- Occupancy
- $65,486
- Depreciation
- $32,412
- Program services (functional)
- $2,475,526
- Management and general (functional)
- $246,464
Balance sheet and other
- Total assets, start of year
- $1,687,747
- Total assets, end of year
- $1,722,343
- Total liabilities, end of year
- $564,787
- Net assets, end of year
- $1,157,556
- Land, buildings and equipment
- $130,491
- Net assets without donor restrictions
- $1,157,556
- Gross receipts
- $2,672,898
- Employees
- 80
- Volunteers
- 17
- Year formed
- 2010
- 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 |
|---|---|---|---|
| MICHELLE TELLO | COO | 40 | $100,185 |
| LISA SZILAGYI | PRESIDENT | 40 | $97,900 |
| BOB CHARNEY | CEO Trustee or director, Officer | 5 | $0 |
| KYM KARATH | Director Trustee or director | 5 | $0 |
| DOUG MASTERSON | Director Trustee or director | 5 | $0 |
| ANTHONY ELLROD | Director Trustee or director | 5 | $0 |
| STEVE LAVAEDDIN | Director Trustee or director | 5 | $0 |
| ROBIN MATHES | Director Trustee or director | 5 | $0 |
| JOHN GRACE | Director Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE TELLO | COO | 40 | $92,633 |
| LISA SZILAGYI | PRESIDENT | 40 | $92,283 |
| LINDSEY HENDERSON | FOUNDATION MANAGER | 40 | $73,082 |
| BOB CHARNEY | CEO Trustee or director, Officer | 5 | $0 |
| KYM KARATH | President Trustee or director, Officer | 5 | $0 |
| DOUG MASTERSON | CEO Trustee or director, Officer | 5 | $0 |
| ANTHONY ELLROD | Director Trustee or director | 5 | $0 |
| SHELLI JARRETT | Treasurer Trustee or director, Officer | 5 | $0 |
| ROBIN MATHES | Director Trustee or director | 5 | $0 |
| JOHN GRACE | Director Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1440 HARVARD ST, SANTA MONICA, CA 90404-3105
- In care of
- % ANTHONY ELLROD
- Mailing address (990-N for 2013)
- 801 S Figueroa Street 15th Floor, Los Angeles CA 90017
- Principal officer (990 for 2024)
- BOB CHARNEY, 1440 HARVARD STREET, SANTA MONICA, CA 90404
- Principal officer (990-N for 2013)
- Kym Karath, 5945 Paseo Cyn, Malibu CA 90265
- Signed the 990
- BOB CHARNEY, CEO
- Phone
- (818) 519-3576
- Website
- aureliafoundation.org
- Return prepared by
- Douglas & Bhagat CPA Services Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 27-4659449 or by the name AURELIA FOUNDATION.
- 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 PROGRAMS FOR SPECIAL NEEDS INDIVIDUALS TO ENCOURAGE DISCOVERY AND DEVELOPMENT OF THEIR UNIQUE TALENTS AND ABILITIES AS THEY LEAVE THE SCHOOL SYSTEM AND ENTER COMMUNITY LIFE.
Program accomplishments
- THE AURELIA FOUNDATION IS A COMMUNITY-BASED DAY PROGRAM FOR ADULTS WITH MODERATE TO SEVERE DEVELOPMENTAL DISABILITIES. OUR PHILOSOPHY IS THAT EVERYONE DESERVES THE CHANCE TO CONTINUE TO GROW AND LEARN, THEREBY ENHANCING THEIR QUALITY OF LIFE. WE SUPPORT 70 ADULTS, AND WORK TO ENRICH THEIR LIVES BY CREATING OPPORTUNITIES FOR COMMUNITY INTEGRATION AND INCLUSION, ENHANCED COMMUNICATION SKILLS, VOCATIONAL TRAINING AND JOB SUPPORT, TRIPS TO MUSEUMS AND ACCESS TO OTHER CULTURAL EXPERIENCES, ART AND MUSIC CLASSES AND MORE. WE WORK WITH THE INDIVIDUALS THAT WE SUPPORT, TO INCREASE INDEPENDENCE, SELF ADVOCACY, SOCIAL AND COMMUNICATION SKILLS. WITH A VARIETY OF OPTIONS FOR ACTIVITIES IN THE COMMUNITY, WE ENCOURAGE EVERY INDIVIDUAL TO MAKE CHOICES THAT BEST SUIT THEIR PERSONAL INTERESTS TO CREATE A PROGRAM THAT IS TRULY PERSON-CENTERED.Expenses $2,475,526
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
- 27-4659449
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,722,343
- Income (IRS master file)
- $2,672,898
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,623,119 | $2,721,990 | $1,722,343 | XML |
| 990 | December 2023 | $2,654,711 | $2,561,880 | $1,687,747 | XML |
| 990 | December 2022 | $2,569,084 | $2,564,299 | $1,636,345 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: Kym Karath | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
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 27-4659449).
Questions about AURELIA FOUNDATION
- What is the EIN of AURELIA FOUNDATION?
- The employer identification number (EIN) of AURELIA FOUNDATION is 27-4659449.
- Is AURELIA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to AURELIA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AURELIA FOUNDATION 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 AURELIA FOUNDATION 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 AURELIA FOUNDATION 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 AURELIA FOUNDATION?
- The 990 for the year ended December 31, 2024 names BOB CHARNEY.
- Who are the officers and directors of AURELIA FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 9 people; 2 received compensation from the organization, the highest $100,185 (MICHELLE TELLO, COO).
- How much revenue does AURELIA FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,623,119, expenses of $2,721,990 and total assets of $1,722,343 at year end.
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