Nonprofit · EIN 33-0871129
THEATRE FOUNDATION
Tax-exempt · TEMECULA, CA 92590
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $177,238 | $101,348 | $75,890 | $455,065 | $11,163 | $443,902 |
| December 31, 2024 | 990-EZ | $64,571 | $27,151 | $37,420 | $383,024 | $13,590 | $369,434 |
| December 31, 2023 | 990-EZ | $65,604 | $79,463 | -$13,859 | $350,804 | $16,683 | $334,121 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $101,113
- Program service revenue
- $61,703
- Investment income
- $14,422
- Net gain from sales of assets
- $4,116
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $6,700
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,000
- Occupancy
- $1,133
- Depreciation
- $257
- Program services (functional)
- $89,466
- Management and general (functional)
- $11,882
Balance sheet and other
- Total assets, start of year
- $383,024
- Total assets, end of year
- $455,065
- Total liabilities, end of year
- $11,163
- Net assets, end of year
- $443,902
- Land, buildings and equipment
- $5,019
- Gross receipts
- $202,831
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1999
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLY STEPHENSON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| BOBBI BOES | DIRECTOR Trustee or director | 0.4 | $0 |
| PATTI DREW | DIRECTOR Trustee or director | 0.4 | $0 |
| JAN LUNDAY | TREASURER Trustee or director, Officer | 2 | $0 |
| SHERRY WILLIAMS-FLETCHER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| TERRY WHITTINGTON | DIRECTOR Trustee or director | 0.4 | $0 |
| DAN STEPHENSON | DIRECTOR Trustee or director | 0.4 | $0 |
| PRESTON HELMS | DIRECTOR Trustee or director | 0.4 | $0 |
| MARK WHITE | DIRECTORS Trustee or director | 0.4 | $0 |
| JANINE KLAISLE | DIRECTOR Trustee or director | 0.4 | $0 |
| NANCY MARSHALL | DIRECTOR Trustee or director | 0.4 | $0 |
| CATHERINE COLE | SECRETARY Trustee or director, Officer | 2 | $0 |
| CHARISS TURNER | DIRECTOR Trustee or director | 0.4 | $0 |
| LENA SINCLAIR | DIRECTOR Trustee or director | 0.4 | $0 |
990-EZ for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLY STEPHENSON | PRESIDENT | 2 | $0 |
| BOBBI BOES | DIRECTOR | 2 | $0 |
| PATTI DREW | DIRECTOR | 0.4 | $0 |
| JAN LUNDAY | TREASURER | 2 | $0 |
| SHERRY WILLIAMS-FLETCHER | VICE PRESIDENT | 2 | $0 |
| SUSAN MCLAUGHLIN | SECRETARY | 2 | $0 |
| TERRY WHITTINGTON | DIRECTOR | 0.4 | $0 |
| DAN STEPHENSON | DIRECTOR | 0.4 | $0 |
| PRESTON HELMS | DIRECTOR | 0.4 | $0 |
| MARK MELISSA WHITE | DIRECTORS | 0.4 | $0 |
| JANINE KLAISLE | DIRECTOR | 0.4 | $0 |
| NANCY MARSHALL | DIRECTOR | 0.4 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLY STEPHENSON | PRESIDENT | 2 | $0 |
| BOBBI BOES | DIRECTOR | 2 | $0 |
| PATTI DREW | DIRECTOR | 0.4 | $0 |
| JAN LUNDAY | TREASURER | 2 | $0 |
| SHERRY WILLIAMS-FLETCHER | VICE PRESIDENT | 2 | $0 |
| SUSAN MCLAUGHLIN | SECRETARY | 2 | $0 |
| TERRY WHITTINGTON | DIRECTOR | 0.4 | $0 |
| DAN STEPHENSON | DIRECTOR | 0.4 | $0 |
| PRESTON HELMS | DIRECTOR | 0.4 | $0 |
| MARK MELISSA WHITE | DIRECTORS | 0.4 | $0 |
| JANINE KLAISLE | DIRECTOR | 0.4 | $0 |
| NANCY MARSHALL | DIRECTOR | 0.4 | $0 |
Address and contacts
- Address (IRS master file)
- 42051 MAIN ST, TEMECULA, CA 92590-2769
- In care of
- % BILL PAISNER
- Principal officer (990 for 2025)
- JAN LUNDAY, 42051 MAIN STREET, TEMECULA, CA 92590
- Signed the 990
- JAN LUNDAY, TREASURER
- Phone
- (951) 723-0484
- Return prepared by
- PKC KUEBLER APC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0871129 or by the name THEATRE 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
THE THEATER FOUNDATION IS DEDICATED TO CREATING OPPORTUNITIES TO DEVELOP AND ENHANCE QUALITY PERFORMING ARTS IN THE TEMECULA VALLEY.
Program accomplishments
- BUILD, MAINTAIN AND PROVIDE A PERMANENT ADULT AND YOUTH COMMUNITY THEATER AND PROVIDE A PERMANENT LOCATION FOR TEMECULA VALLEY COMMUNITY PLAYHOUSE AND FINE ARTS NETWORK.Expenses $32,897 · grants $6,700
- CREATING OPPORTUNITIES TO DEVELOP AND ENCHANCE QUALITY PERFORMING ARTSIN THE TEMECULA VALLEY.Expenses $56,569 · revenue $61,703
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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 33-0871129
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T112)
- Assets (IRS master file)
- $455,065
- Income (IRS master file)
- $202,831
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $177,238 | $101,348 | $455,065 | IRS |
| 990-EZ | December 2024 | $64,571 | $27,151 | $383,024 | IRS |
| 990-EZ | December 2023 | $65,604 | $79,463 | $350,804 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | 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 33-0871129).
Questions about THEATRE FOUNDATION
- What is the EIN of THEATRE FOUNDATION?
- The employer identification number (EIN) of THEATRE FOUNDATION is 33-0871129.
- Is THEATRE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to THEATRE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THEATRE 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 THEATRE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THEATRE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THEATRE FOUNDATION?
- The 990 for the year ended December 31, 2025 names JAN LUNDAY.
- Who are the officers and directors of THEATRE FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does THEATRE FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $177,238, expenses of $101,348 and total assets of $455,065 at year end.
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All nonprofits in TEMECULA · California · Philanthropy, voluntarism and grantmaking foundations