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Nonprofit · EIN 33-0390547

SADDLEBACK COLLEGE FOUNDATION

Tax-exempt · MISSION VIEJO, CA 92692

Financials

$1.4M$1M2022$1.8M$1.3M2023$2.4M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of SADDLEBACK COLLEGE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,444,474$1,325,691$1,118,783$15,510,778$172,942$15,337,836
June 30, 2024990$1,782,115$1,300,347$481,768$13,819,870$118,536$13,701,334
June 30, 2023990$1,364,524$1,019,835$344,689$12,802,778$133,021$12,669,757
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,853,767
Program service revenue
$97,392
Investment income
$601,021
Net gain from sales of assets
$341,632
Net income from fundraising events
-$107,706
Other revenue
-$107,706

Expenses

Grants and similar amounts paid
$601,105
Other salaries and wages
$87,290
Salaries, compensation and benefits (total)
$87,290
Professional fundraising fees
$0
Program services (functional)
$1,173,169
Management and general (functional)
$58,885
Fundraising (functional)
$93,637

Balance sheet and other

Total assets, start of year
$13,819,870
Total assets, end of year
$15,510,778
Total liabilities, end of year
$172,942
Net assets, end of year
$15,337,836
Publicly traded securities
$11,143,591
Net assets without donor restrictions
$5,079,672
Net assets with donor restrictions
$10,258,164
Gross receipts
$6,920,821
Employees
0
Volunteers
50
Year formed
2003
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ELIZABETH MCCANNEXECUTIVE DIRECTOR
Trustee or director, Officer
2$256,691$27,336
DR ELLIOT STERNPRESIDENT
Trustee or director, Officer
2$0$0
MARK SCHWARTZCHAIR
Trustee or director, Officer
2$0$0
M MAHBOOB AKHTERIMMEDIATE PAST-CHAIR
Trustee or director, Officer
2$0$0
ISAIAH HENRYVICE CHAIR
Trustee or director, Officer
2$0$0
JIM LEACHSECRETARY
Trustee or director, Officer
2$0$0
ANTHONY FERRYTREASURER
Trustee or director, Officer
2$0$0
DR MORGAN BARROWSDIRECTOR
Trustee or director
2$0$0
SCOTT KITCHERDIRECTOR
Trustee or director
2$0$0
KEVIN MIDDLETONDIRECTOR
Trustee or director
2$0$0
DR LISA SCHENITZSKIDIRECTOR
Trustee or director
2$0$0
CARA DAVIDOFFDIRECTOR
Trustee or director
2$0$0
ERLYNNE BALLODIRECTOR
Trustee or director
2$0$0
LISA BARTLETTDIRECTOR
Trustee or director
2$0$0
BRENDAN O'DONNELLDIRECTOR
Trustee or director
2$0$0
1 more people on this return
NameTitleHours / weekCompensation
KRISTIAN SUAZODIRECTOR
Trustee or director
2$0
990 for the year ended June 30, 2024: 16 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DR ELLIOT STERNPRESIDENT
Trustee or director, Officer
2$0$252,385$26,158
ELIZABETH MCCANNEXECUTIVE DIRECTOR
Trustee or director, Officer
2$0$242,413$26,158
DR MORGAN BARROWSDIRECTOR
Trustee or director
2$0$136,104$0
CHANTELLE GILDIRECTOR
Trustee or director
2$0$87,844$26,158
DR TERRI WHITT RYDELLDIRECTOR
Trustee or director
2$0$0$0
ANTHONY FERRYTREASURER
Trustee or director, Officer
2$0$0$0
M MAHBOOB AKHTERIMMEDIATE PAST-CHAIR
Trustee or director, Officer
2$0$0$0
MARK SCHWARTZVICE CHAIR
Trustee or director, Officer
2$0$0$0
ISAIAH HENRYCHAIR
Trustee or director, Officer
2$0$0$0
JIM LEACHSECRETARY
Trustee or director, Officer
2$0$0$0
SCOTT KITCHERDIRECTOR
Trustee or director
2$0$0$0
TIM ELLISDIRECTOR
Trustee or director
2$0$0$0
KEVIN MIDDLETONDIRECTOR
Trustee or director
2$0$0$0
DR LISA SCHENITZSKIDIRECTOR
Trustee or director
2$0$0$0
MICHAEL WOJTOWICZDIRECTOR
Trustee or director
2$0$0$0
CARA DAVIDOFFDIRECTOR
Trustee or director
2$0$0$0
990 for the year ended June 30, 2023: 17 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DR ELLIOT STERNPRESIDENT
Trustee or director, Officer
2$0$237,990$26,518
ELIZABETH MCCANNEXECUTIVE DIRECTOR
Officer
2$0$222,088$27,082
DR JEANNE HARRIS-CALDWELLDIRECTOR
Trustee or director
2$0$194,322$26,476
DR MORGAN BARROWSDIRECTOR
Trustee or director
2$0$137,718$26,420
MICHELLE MACDOUGALL JACKSONDIRECTOR
Trustee or director
2$0$98,571$26,449
DR TERRI WHITT RYDELLDIRECTOR
Trustee or director
2$0$11,306$25,754
ANTHONY FERRYTREASURER
Trustee or director, Officer
2$0$0$0
M MAHBOOB AKHTERIMMEDIATE PAST-CHAIR
Trustee or director, Officer
2$0$0$0
MARK SCHWARTZCO-CHAIR
Trustee or director, Officer
2$0$0$0
ISAIAH HENRYVICE CHAIR
Trustee or director, Officer
2$0$0$0
JIM LEACHSECRETARY
Trustee or director, Officer
2$0$0$0
SCOTT KITCHERDIRECTOR
Trustee or director
2$0$0$0
MARIA GHOBADIDIRECTOR
Trustee or director
2$0$0$0
KEVIN MIDDLETONDIRECTOR
Trustee or director
2$0$0$0
CORY THOMPSONDIRECTOR
Trustee or director
2$0$0$0
MICHAEL WOJTOWICZDIRECTOR
Trustee or director
2$0$0$0
CARA DAVIDOFFDIRECTOR
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
28000 MARGUERITE PKWY, MISSION VIEJO, CA 92692-3635
In care of
% DONALD RICKNER
Principal officer (990 for 2024)
DR ELLIOT STERN, 28000 MARGUERITE PKWY, MISSION VIEJO, CA 92692
Signed the 990
DR ELLIOT STERN, PRESIDENT
Phone
(949) 582-4479
Return prepared by
EIDE BAILLY LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0390547 or by the name SADDLEBACK COLLEGE FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE FOUNDATION WAS FOUNDED TO ASSIST IN THE ACHIEVEMENT AND THE MAINTENANCE OF A SUPERIOR PROGRAM OF PUBLIC EDUCATION AND COMMUNITY PARTICIPATION WITH THE SOUTH ORANGE COUNTY COMMUNITY COLLEGE DISTRICT BY RECEIVING CONTRIBUTIONS TO EDUCATION AND COMMUNITY PROGRAMS FOR THE DISTRICT AND BY DEVELOPING, CONDUCTING, AND FINANCING PROGRAMS AND PROJECTS DESIGNED TO BENEFIT THE STUDENTS ENROLLED IN THE DISTRICT.

990 for the year ended June 30, 2025

Program accomplishments

  • SADDLEBACK COLLEGE FOUNDATION RECEIVES CONTRIBUTIONS TO FURTHER THE EDUCATIONAL PURPOSES OF SADDLEBACK COLLEGE WHICH IS PART OF THE SOUTH ORANGE COUNTY COMMUNITY COLLEGE DISTRICT. THE FOUNDATION SUPPORTS THE COLLEGE IN THE FOLLOWING WAYS: PERFORMING ARTISTS PERFORM AND TEACH CLASSES IN ORDER TO ENHANCE EDUCATIONAL AND CULTURAL GROWTH; FINANCIAL SUPPORT AND SCHOLARSHIPS ARE DISTRIBUTED TO STUDENTS THROUGH A SELECTION PROCESS AND FINANCIAL AND IN-KIND SUPPORT IS PROVIDED FOR THE ATHLETIC PROGRAMS AND TEAMS TO ENHANCE STUDENT PARTICIPATION AND SUCCESS.
    Expenses $1,173,169 · grants $601,105 · revenue $97,392

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
33-0390547
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
2005
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$15,510,778
Income (IRS master file)
$6,920,821

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,444,474$1,325,691$15,510,778XML
990June 2024$1,782,115$1,300,347$13,819,870XML
990June 2023$1,364,524$1,019,835$12,802,778XML
990June 2022$2,051,430$1,450,998$11,734,372IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 33-0390547).

Questions about SADDLEBACK COLLEGE FOUNDATION

What is the EIN of SADDLEBACK COLLEGE FOUNDATION?
The employer identification number (EIN) of SADDLEBACK COLLEGE FOUNDATION is 33-0390547.
Is SADDLEBACK COLLEGE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to SADDLEBACK COLLEGE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SADDLEBACK COLLEGE 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 SADDLEBACK COLLEGE FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SADDLEBACK COLLEGE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SADDLEBACK COLLEGE FOUNDATION?
The 990 for the year ended June 30, 2025 names DR ELLIOT STERN.
Who are the officers and directors of SADDLEBACK COLLEGE FOUNDATION?
The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $256,691 (ELIZABETH MCCANN, EXECUTIVE DIRECTOR).
How much revenue does SADDLEBACK COLLEGE FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,444,474, expenses of $1,325,691 and total assets of $15,510,778 at year end.

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