Nonprofit · EIN 94-2779937
THE RED TAB FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $2,892,365 | $2,604,299 | $288,066 | $18,273,251 | $27,093 | $18,246,158 |
| May 31, 2024 | 990 | $3,119,751 | $4,319,553 | -$1,199,802 | $16,933,419 | $62,207 | $16,871,212 |
| May 31, 2023 | 990 | $3,089,667 | $4,492,223 | -$1,402,556 | $16,161,355 | $32,407 | $16,128,948 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $2,367,749
- Program service revenue
- $0
- Investment income
- $533,198
- Net gain from sales of assets
- $142,950
- Net income from fundraising events
- -$8,582
- Other revenue
- -$8,582
Expenses
- Grants and similar amounts paid
- $2,235,338
- Compensation of officers, directors and key employees
- $66,528
- Salaries, compensation and benefits (total)
- $66,528
- Professional fundraising fees
- $0
- Legal fees
- $2,118
- Accounting fees
- $80,472
- Occupancy
- $4,174
- Travel
- $9,867
- Program services (functional)
- $2,426,522
- Management and general (functional)
- $135,643
- Fundraising (functional)
- $42,134
Balance sheet and other
- Total assets, start of year
- $16,933,419
- Total assets, end of year
- $18,273,251
- Total liabilities, end of year
- $27,093
- Net assets, end of year
- $18,246,158
- Publicly traded securities
- $17,219,382
- Net assets without donor restrictions
- $18,246,158
- Gross receipts
- $3,648,035
- Employees
- 0
- Volunteers
- 225
- Year formed
- 1981
- 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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNY RODRIGUEZ | EXECUTIVE DIRECTOR Officer | 40 | $324,984 | $14,942 |
| JOHN BOOKER | GLOBAL PHILANTHROPY LEAD Highest-paid employee | 40 | $164,384 | $13,443 |
| BRYCE KUMAGAI | GLOBAL PROGRAMS MANAGER Highest-paid employee | 40 | $147,401 | $2,769 |
| ELLA CLAUSEN | COMMS & PROGRAMS MANAGER Highest-paid employee | 40 | $128,408 | $1,088 |
| PETER HAAS JR | PRESIDENT Trustee or director, Officer | 0.3 | $0 | $0 |
| LISA STIRLING | CFO Trustee or director, Officer | 0.3 | $0 | $0 |
| KELLY MCGINNIS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JEFF HARLOWE | VICE PRESIDENT Trustee or director | 0.3 | $0 | $0 |
| SUSAN BRENNAN | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 |
| MOLLY BUCKLEY | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 |
| ANNE MADISON | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 |
| BRADLEY HAAS | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 |
| HEIDI MANES | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 |
| SCOTT WHITE | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 |
| TOM FANOE | BOARD MEMBER Trustee or director | 0.3 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ O'NEIL | BOARD MEMBER (THRU 11/15/24) Trustee or director | 0.3 | $0 |
990 for the year ended May 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNY RODRIGUEZ | EXECUTIVE DIRECTOR Officer | 40 | $308,701 | $767 |
| JOHN BOOKER | GLOBAL PHILANTHROPY LEAD Highest-paid employee | 40 | $164,855 | $20,834 |
| BRYCE KUMAGAI | GLOBAL PROGRAMS MANAGER Highest-paid employee | 40 | $153,570 | $8,976 |
| ELLA CLAUSEN | COMMS & PROGRAMS MANAGER Highest-paid employee | 40 | $112,816 | $6,064 |
| PETER HAAS JR | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LISA STIRLING | CFO Trustee or director, Officer | 1 | $0 | $0 |
| JEFF HARLOWE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KELLY MCGINNIS | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| SUSAN BRENNAN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| MOLLY BUCKLEY | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| TOM FANOE | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| BRADLEY HAAS | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| LIZ O'NEILL | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| SCOTT WHITE | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| HEIDI MANES | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
990 for the year ended May 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNY RODRIGUEZ | EXECUTIVE DIRECTOR Officer | 40 | $312,893 | $16,182 |
| JOHN BOOKER | GLOBAL PHILANTHROPY LEAD Highest-paid employee | 40 | $159,344 | $12,002 |
| BRYCE KUMAGAI | GLOBAL PROGRAMS MANAGER Highest-paid employee | 40 | $135,442 | $3,899 |
| ELLA CLAUSEN | COMMS & PROGRAMS MANAGER Highest-paid employee | 40 | $112,816 | $1,596 |
| PETER HAAS JR | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LISA STIRLING | CFO Trustee or director, Officer | 1 | $0 | $0 |
| JEFF HARLOWE | VICE PRESIDENT Trustee or director, Officer | 0.2 | $0 | $0 |
| KELLY MCGINNIS | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| SUSAN BRENNAN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| MOLLY BUCKLEY | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| RICHARD GOMES | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| TOM FANOE | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| BRADLEY HAAS | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| LIZ O'NEILL | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| SCOTT WHITE | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| HEIDI MANES | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| SANJEEV MOHANTY | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1155 BATTERY STREET LS7, SAN FRANCISCO, CA 94111-1203
- In care of
- % LEVI STRAUSS & CO
- Principal officer (990 for 2024)
- JENNY CALVERT RODRIGUEZ, 1155 BATTERY STREET LS7, SAN FRANCISCO, CA 94111
- Signed the 990
- JENNY CALVERT RODRIGUEZ, EXECUTIVE DIRECTOR
- Phone
- (415) 501-6154
- Website
- REDTABFOUNDATION.ORG
- Return prepared by
- HOOD & STRONG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2779937 or by the name THE RED TAB 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 RED TAB FOUNDATION SUPPORTS MEMBERS OF THE LS&CO. COMMUNITY IN MAINTAINING AND BUILDING A SECURE FINANCIAL FUTURE THROUGH GLOBAL CHARITABLE PROGRAMS. IN SERVICE OF THIS MISSION, THE FOUNDATION PROVIDES SHORT TERM FINANCIAL AID TO LEVI STRAUSS & CO. EMPLOYEES AND RETIREES FOLLOWING UNEXPECTED EMERGENCIES. THE FOUNDATION ALSO PROVIDES BASIC NECESSITIES TO LOW INCOME RETIREES WHO TYPICALLY FACE VARIOUS FINANCIAL ISSUES AND FORMS OF DISTRESS DUE TO THEIR ADVANCED AGE. IN ADDITION, THE FOUNDATION PROVIDES EDUCATION AND ASSET-BUILDING PROGRAMS TO HELP THESE INDIVIDUALS IN THEIR OWN EFFORTS TO MAINTAIN THEIR FINANCIAL, PHYSICAL AND EMOTIONAL HEALTH.
Program accomplishments
- GLOBAL GRANT PROGRAMS: THE CURRENT GOAL OF THE GLOBAL GRANT PROGRAM IS TO PROTECT THE BASIC NEEDS OF EMPLOYEES AND RETIREES WHO ARE FACING FINANCIAL EMERGENCIES. THE LONG-TERM GOAL IS TO DO THE SAME, WITH EXPANDED GLOBAL REACH AND STRONG REFERRALS TO OTHER RESOURCES TO ADDRESS UNDERLYING CAUSES OF FINANCIAL INSTABILITY. IN FISCAL YEAR 2025, OUR ORGANIZATION SERVED 1,637 EMPLOYEES AND RETIREES WITH EMERGENCY GRANTS.Expenses $2,158,981 · grants $2,187,108
- RED TAB SAVERS PROGRAM: THE CURRENT GOAL OF THE PROGRAM IS TO INCENTIVIZE HOURLY EMPLOYEES TO SAVE THEIR OWN MONEY TO BUILD A FINANCIAL SAFETY NET. THE LONG-TERM GOAL IS TO DO THE SAME AT A GREATER SCALE. EARLY IN FISCAL YEAR 2025, OUR U.S. RED TAB SAVERS PROGRAM WAS PAUSED, BUT 182 EMPLOYEES EARNED ALMOST $37,000 IN MATCH REWARDS BY SAVING THEIR OWN MONEY.Expenses $256,111 · grants $36,800
- INTEREST-FREE EMERGENCY LOANS: INTEREST-FREE LOANS ARE OFFERED TO EMPLOYEES IN CIRCUMSTANCE WHERE THE NEED IS MORE OF A CASH FLOW ISSUE THAN A TRUE FINANCIAL EMERGENCY. IN FISCAL YEAR 2025, RED TAB FOUNDATION DISBURSED 25 LOANS TOTALING $11,430.Expenses $11,430 · grants $11,430
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2779937
- 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
- 1982
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $18,273,251
- Income (IRS master file)
- $3,648,035
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $2,892,365 | $2,604,299 | $18,273,251 | XML |
| 990 | May 2024 | $3,119,751 | $4,319,553 | $16,933,419 | XML |
| 990 | May 2023 | $3,089,667 | $4,492,223 | $16,161,355 | XML |
| 990 | May 2022 | $2,631,009 | $3,331,404 | $18,056,579 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 94-2779937).
Questions about THE RED TAB FOUNDATION
- What is the EIN of THE RED TAB FOUNDATION?
- The employer identification number (EIN) of THE RED TAB FOUNDATION is 94-2779937.
- Is THE RED TAB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to THE RED TAB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE RED TAB 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 THE RED TAB FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE RED TAB FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of THE RED TAB FOUNDATION?
- The 990 for the year ended May 31, 2025 names JENNY CALVERT RODRIGUEZ.
- Who are the officers and directors of THE RED TAB FOUNDATION?
- The 990 for the year ended May 31, 2025 lists 16 people; 4 received compensation from the organization, the highest $324,984 (JENNY RODRIGUEZ, EXECUTIVE DIRECTOR).
- How much revenue does THE RED TAB FOUNDATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $2,892,365, expenses of $2,604,299 and total assets of $18,273,251 at year end.
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