Nonprofit · EIN 95-6061632
SAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH FOUNDATION
Tax-exempt · SN LUIS OBISP, CA 93405
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $16,669 | $5,816 | $10,853 | $135,528 | $0 | $135,528 |
| June 30, 2024 | 990-PF | $6,088 | $17,501 | -$11,413 | $125,175 | $500 | $124,675 |
| June 30, 2023 | 990-PF | $4,773 | $3,853 | $920 | $136,088 | $0 | $136,088 |
| June 30, 2022 | 990-PF | $6,207 | $46,252 | -$40,045 | $135,168 | $0 | $135,168 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,000
- Dividends
- $3,424
- Interest
- $1
- Net gain from sales of assets
- $11,848
- Other income
- $396
Expenses
- Grants and similar amounts paid
- $3,450
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,450
- Excise tax on investment income
- $198
Balance sheet and other
- Total assets, start of year
- $125,175
- Total assets, end of year
- $135,528
- Total liabilities, end of year
- $0
- Net assets, end of year
- $135,528
- Fair market value of assets
- $252,240
- Qualifying distributions
- $4,450
- Net investment income
- $15,273
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-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN HILTY MD 148 CASA STREET, SAN LUIS OBISPO, CA 93405 | PRESIDENT | 1 | $0 |
| JAMES HANNAH MD 2590 SOFTCHESS, ARROYO GRANDE, CA 93420 | TREASURER/SECRETARY | 1 | $0 |
| DAVID A BERNHARDT MD 5750 BALM RIDGE WAY, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| BRIAN DICARLO MD 892 AEROVISTA PLACE SUITE 240, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| JULIE FALLON MD 295 POSADA LANE SUITE D, TEMPLETON, CA 93465 | DIRECTOR | 1 | $0 |
| TOM HALE MD 60 4TH STREET, CAYUCOS, CA 93430 | DIRECTOR | 1 | $0 |
| STEPHEN HANSEN MD 1744 ALISAL, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| PHILLIP KISSEL MD 699 CALIFORNIA BLVD SUITE A, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| JAMES TEDFORD MD 1764 SOUTHWOOD, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| PATRICK VAUGHAN MD 3008 BEACHCOMBER DRIVE, MORRO BAY, CA 93442 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN HILTY MD 148 CASA STREET, SAN LUIS OBISPO, CA 93405 | PRESIDENT | 1 | $0 |
| JAMES HANNAH MD 2590 SOFTCHESS, ARROYO GRANDE, CA 93420 | TREASURER/SECRETARY | 1 | $0 |
| DAVID A BERNHARDT MD 5750 BALM RIDGE WAY, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| BRIAN DICARLO MD 892 AEROVISTA PLACE SUITE 240, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| JULIE FALLON MD 295 POSADA LANE SUITE D, TEMPLETON, CA 93465 | DIRECTOR | 1 | $0 |
| TOM HALE MD 60 4TH STREET, CAYUCOS, CA 93430 | DIRECTOR | 1 | $0 |
| STEPHEN HANSEN MD 1744 ALISAL, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| PHILLIP KISSEL MD 699 CALIFORNIA BLVD SUITE A, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| JAMES TEDFORD MD 1764 SOUTHWOOD, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| PATRICK VAUGHAN MD 3008 BEACHCOMBER DRIVE, MORRO BAY, CA 93442 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN HILTY MD 148 CASA STREET, SAN LUIS OBISPO, CA 93405 | PRESIDENT | 1 | $0 |
| JAMES HANNAH MD 2590 SOFTCHESS, ARROYO GRANDE, CA 93420 | TREASURER/SECRETARY | 1 | $0 |
| DAVID A BERNHARDT MD 5750 BALM RIDGE WAY, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| BRIAN DICARLO MD 892 AEROVISTA PLACE SUITE 240, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| JULIE FALLON MD 295 POSADA LANE SUITE D, TEMPLETON, CA 93465 | DIRECTOR | 1 | $0 |
| TOM HALE MD 60 4TH STREET, CAYUCOS, CA 93430 | DIRECTOR | 1 | $0 |
| STEPHEN HANSEN MD 1744 ALISAL, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| PHILLIP KISSEL MD 699 CALIFORNIA BLVD SUITE A, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| JAMES TEDFORD MD 1764 SOUTHWOOD, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| PATRICK VAUGHAN MD 3008 BEACHCOMBER DRIVE, MORRO BAY, CA 93442 | DIRECTOR | 1 | $0 |
| FRED VERNACCHIA MD 1100 MONTEREY 210, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2022: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN HILTY MD 148 CASA STREET, SAN LUIS OBISPO, CA 93405 | PRESIDENT | 1 | $0 |
| DAVID A BERNHARDT MD 5750 BALM RIDGE WAY, SAN LUIS OBISPO, CA 93401 | TREASURER | 1 | $0 |
| PATRICK VAUGHAN MD 3008 BEACHCOMBER DRIVE, MORRO BAY, CA 93442 | SECRETARY | 1 | $0 |
| BRIAN DICARLO MD 892 AEROVISTA PLACE SUITE 240, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| JULIE FALLON MD 295 POSADA LANE SUITE D, TEMPLETON, CA 93465 | DIRECTOR | 1 | $0 |
| TOM HALE MD 60 4TH STREET, CAYUCOS, CA 93430 | DIRECTOR | 1 | $0 |
| JAMES HANNAH MD 2590 SOFTCHESS, ARROYO GRANDE, CA 93420 | DIRECTOR | 1 | $0 |
| STEPHEN HANSEN MD 1744 ALISAL, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| PHILLIP KISSEL MD 699 CALIFORNIA BLVD SUITE A, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| JAMES TEDFORD MD 1764 SOUTHWOOD, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
| FRED VERNACCHIA MD 1100 MONTEREY 210, SAN LUIS OBISPO, CA 93401 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 148 CASA ST, SN LUIS OBISP, CA 93405-1804
- Signed the 990-PF
- JAMES HANNAH, TREASURER
- Phone
- (805) 295-0155
- Return prepared by
- GLENN BURDETTE
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6061632 or by the name SAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH 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)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-6061632
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $135,528
- Income (IRS master file)
- $24,821
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $16,669 | $5,816 | $135,528 | XML |
| 990-PF | June 2024 | $6,088 | $17,501 | $125,175 | XML |
| 990-PF | June 2023 | $4,773 | $3,853 | $136,088 | XML |
| 990-PF | June 2022 | $6,207 | $46,252 | $135,168 | XML |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 95-6061632).
Questions about SAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH FOUNDATION
- What is the EIN of SAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH FOUNDATION?
- The employer identification number (EIN) of SAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH FOUNDATION is 95-6061632.
- Is SAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to SAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH 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 SAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does SAN LUIS OBISPO MEDICAL EDUCATION AND RESEARCH FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $16,669, expenses of $5,816 and total assets of $135,528 at year end.
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