Nonprofit · EIN 38-3912658
CALIFORNIA DESERT ASSOCIATION OF REALTORS CHARITY FOUNDATION INC
Tax-exempt · PALM DESERT, CA 92260
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $3,266 | $8,000 | -$4,734 | $106,864 | $1,000 | $105,864 |
| December 31, 2024 | 990-EZ | $13,291 | $13,495 | -$204 | $111,598 | $1,000 | $110,598 |
| December 31, 2023 | 990-EZ | $17,942 | $8,146 | $9,796 | $111,802 | $1,000 | $110,802 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,996
- Program service revenue
- $0
- Investment income
- $270
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $8,000
- Program services (functional)
- $8,000
Balance sheet and other
- Total assets, start of year
- $111,598
- Total assets, end of year
- $106,864
- Total liabilities, end of year
- $1,000
- Net assets, end of year
- $105,864
- Cash, savings and investments
- $106,864
- Gross receipts
- $3,266
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Annette Coffey | CEO | 1 | $0 |
| Stephenie Zinn | President | 1 | $0 |
| Serena Leiterman | President Elect | 1 | $0 |
| Susan Marshall | Past President | 1 | $0 |
| Mike Jeppson | Director | 1 | $0 |
| David Sidley | Director | 1 | $0 |
| Brandy Nelson | Director | 1 | $0 |
| Michael Valerio | Director | 1 | $0 |
| Paige Maccio-Smith | Director | 1 | $0 |
| Atiyana Lawson | Director | 1 | $0 |
| Stephen Burchard | Director | 1 | $0 |
| Alan Sarrail | Director | 1 | $0 |
| Jared Dineen Shanstrom | Director | 1 | $0 |
990-EZ for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNETTE COFFEY | CEO | 1 | $0 |
| SUSAN MARSHALL | PRESIDENT | 1 | $0 |
| STEPHANIE ZINN | PRESIDENT EL | 1 | $0 |
| MARY FUNK | PAST PRESIDE | 1 | $0 |
| STEPHEN BURCHARD | TREASURER | 1 | $0 |
| DAVID SIDLEY | DIRECTOR | 1 | $0 |
| STEPHANIE TAYLOR | DIRECTOR | 1 | $0 |
| PRISCILLA BOWLER | DIRECTOR | 1 | $0 |
| ANDREA MALLEN | DIRECTOR | 1 | $0 |
| SHANE ZUSPAN | DIRECTOR | 1 | $0 |
| MIKE JEPPSON | DIRECTOR | 1 | $0 |
| MICHAEL VALERIO | DIRECTOR | 1 | $0 |
| JJ SIQUOT | DIRECTOR | 1 | $0 |
| ATIYANA LAWSON | DIRECTOR | 1 | $0 |
990-EZ for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNETTE COFFEY | CEO | 1 | $0 |
| MARY FUNK | PRESIDENT | 1 | $0 |
| SUSAN MARSHALL | PRESIDENTELE | 1 | $0 |
| STEPHANIE TAYLOR | PAST PRESIDE | 1 | $0 |
| STEPHANIE ZINN | TREASURER | 1 | $0 |
| STEPHEN BURCHARD | DIRECTOR | 1 | $0 |
| PRISCILLA BOWLER | DIRECTOR | 1 | $0 |
| MIKE JEPPSON | DIRECTOR | 1 | $0 |
| ATIYANA LAWSON | DIRECTOR | 1 | $0 |
| JJ SIQUOT | DIRECTOR | 1 | $0 |
| SERENA LEITERMAN | DIRECTOR | 1 | $0 |
| ANDREA MALLEN | DIRECTOR | 1 | $0 |
| SHANE ZUSPAN | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 44475 MONTEREY AVE, PALM DESERT, CA 92260-2710
- In care of
- % ANN RITCHIE
- Mailing address (990-N for 2019)
- 44475 Monterey Avenue, Palm Desert CA 92260
- Principal officer (990-N for 2019)
- ANNETTE COFFEY, 44475 Monterey Avenue, Palm Desert CA 92260
- Signed the 990-EZ
- Serena Leiterman, President
- Phone
- (760) 345-5637
- Return prepared by
- Coachella Valley Accounting and Auditing
California records
California keeps its own records of charities and corporations. Search them by EIN 38-3912658 or by the name CALIFORNIA DESERT ASSOCIATION OF REALTORS CHARITY FOUNDATION INC.
- 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 FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN THE EANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND UNDER THE CALIFORNIA NONPROFIT PUBLIC CORPORATION LAW FOR CHARITABLE PURPOSES, SPECIFICALLY TO ESTABLISH AN ORGANIZATION TO RAISE AND ADMINISTER FUNDS AND ASSETS THAT ARE RAISED, DONATED, BEQUETHED OR DEVISED BY ANY LAWFUL MANNER IN ORDER TO PROVIDE PERSONS OR ORGANIZATION WITH MONIES, PROFESSIONAL ASSISTANCE, AND ASSETS FOR STUDENT LOANS, SCHOLARSHIPS, GRANTS TO STUDENTS HOUSING NEEDS, NEIGHBORHOOD IMPROVEMENTS IN BLIGHTED OR RUN-DOWN AREAS OR RUN-DOWN AREAS OR OTHER HOUSING-RELATED GOALS OR OTHER PUPOSES AS APPROVED BY THE BOARD OF DIRECTORS OF THE FOUNDATION.
Program accomplishments
- SCHOLARSHIPSExpenses $8,000
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ 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
- 38-3912658
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $106,864
- Income (IRS master file)
- $3,266
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $3,266 | $8,000 | $106,864 | XML |
| 990-EZ | December 2024 | $13,291 | $13,495 | $111,598 | XML |
| 990-EZ | December 2023 | $17,942 | $8,146 | $111,802 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: ANNETTE COFFEY | December 31, 2019 | ≤ $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 38-3912658).
Questions about CALIFORNIA DESERT ASSOCIATION OF REALTORS CHARITY FOUNDATION INC
- What is the EIN of CALIFORNIA DESERT ASSOCIATION OF REALTORS CHARITY FOUNDATION INC?
- The employer identification number (EIN) of CALIFORNIA DESERT ASSOCIATION OF REALTORS CHARITY FOUNDATION INC is 38-3912658.
- Is CALIFORNIA DESERT ASSOCIATION OF REALTORS CHARITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to CALIFORNIA DESERT ASSOCIATION OF REALTORS CHARITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA DESERT ASSOCIATION OF REALTORS CHARITY FOUNDATION INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CALIFORNIA DESERT ASSOCIATION OF REALTORS CHARITY FOUNDATION INC 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 CALIFORNIA DESERT ASSOCIATION OF REALTORS CHARITY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of CALIFORNIA DESERT ASSOCIATION OF REALTORS CHARITY FOUNDATION INC?
- The 990-N for 2019 names ANNETTE COFFEY.
- Who are the officers and directors of CALIFORNIA DESERT ASSOCIATION OF REALTORS CHARITY FOUNDATION INC?
- The 990-EZ for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA DESERT ASSOCIATION OF REALTORS CHARITY FOUNDATION INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $3,266, expenses of $8,000 and total assets of $106,864 at year end.
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