Nonprofit · EIN 83-3149711
ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION
Tax-exempt · WALNUT CREEK, CA 94596
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $265,875 | $219,076 | $46,799 | $99,276 | $883 | $98,393 |
| December 31, 2023 | 990 | $201,658 | $200,821 | $837 | $53,838 | $60 | $53,778 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $32,009
- Program service revenue
- $233,865
- Investment income
- $1
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $59,266
- Other salaries and wages
- $46,544
- Salaries, compensation and benefits (total)
- $140,508
- Professional fundraising fees
- $0
- Legal fees
- $4,584
- Depreciation
- $1,361
- Program services (functional)
- $167,046
- Management and general (functional)
- $45,329
- Fundraising (functional)
- $6,701
Balance sheet and other
- Total assets, start of year
- $53,838
- Total assets, end of year
- $99,276
- Total liabilities, end of year
- $883
- Net assets, end of year
- $98,393
- Land, buildings and equipment
- $4,020
- Gross receipts
- $265,875
- Employees
- 7
- Volunteers
- 10
- Year formed
- 2019
- 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 |
|---|---|---|---|
| LOREN EMMANUEL | EXECUTIVE DIRECTOR & CORPORATE SECRETARY Trustee or director, Officer | 32 | $59,265 |
| IRA HILLYER | DIRECTOR Trustee or director, Officer | 2 | $0 |
| JUAN KELLY | TREASURER Trustee or director, Officer | 1 | $0 |
| ASHLEY BLOCK | DIRECTOR Trustee or director | 1 | $0 |
| JOHN DUARTE | CHAIRPERSON Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOREN EMMANUEL | TREASURER & DIRECTOR Trustee or director, Officer | 32 | $64,207 |
| IRA HILLYER | CHAIRPERSON & DIRECTOR Trustee or director, Officer | 2 | $0 |
| JUAN KELLY | SECRETARY & DIRECTOR Trustee or director, Officer | 1 | $0 |
| ASHLEY BLOCK | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1855 OLYMPIC BLVD STE 100, WALNUT CREEK, CA 94596-5090
- Principal officer (990 for 2024)
- LOREN EMMANUEL, 101 GREGORY LANE 51, PLEASANT HILL, CA 94523
- Signed the 990
- LOREN EMMANUEL, EXECUTIVE DIRECTOR & CORPORATE SECR
- Phone
- (925) 906-1882
- Website
- WWW.ACEFIDUCIARY.ORG
- Return prepared by
- RGP LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 83-3149711 or by the name ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION.
- 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
WE OFFER AID AND SUPPORT FOR THE HEALTH AND WELFARE OF ORPHAN AND SOLO ELDERS AND DISABLED PERSONS. WE ARE APPOINTED AS CONSERVATORS BY THE APPROPRIATE COURTS.
Program accomplishments
- DURING 2024 WE WERE APPOINTED BY THE COURTS TO PROVIDE CONSERVATORSHIP SERVICES TO ORPHAN AND/OR SOLO ELDERS AND DISABLED PERSONS. VISIT OUR WEBSITE FOR ADDITIONAL COMMENTARY AND RANGE OF SERVICES PROVIDED.Expenses $167,046
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
- 83-3149711
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Crime and legal-related (I70)
- Assets (IRS master file)
- $99,276
- Income (IRS master file)
- $265,875
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $265,875 | $219,076 | $99,276 | XML |
| 990 | December 2023 | $201,658 | $200,821 | $53,838 | XML |
| 990 | December 2022 | $189,554 | $193,743 | $55,945 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | 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 83-3149711).
Questions about ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION
- What is the EIN of ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION?
- The employer identification number (EIN) of ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION is 83-3149711.
- Is ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION 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 ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION 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 ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION 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 ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION?
- The 990 for the year ended December 31, 2024 names LOREN EMMANUEL.
- Who are the officers and directors of ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION?
- The 990 for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $59,265 (LOREN EMMANUEL, EXECUTIVE DIRECTOR & CORPORATE SECRETARY).
- How much revenue does ACE FIDUCIARY GROUP A NON-PROFIT CORPORATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $265,875, expenses of $219,076 and total assets of $99,276 at year end.
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