Reynaldo J Carreon M D Foundation

Palm Desert, CA
Tax-exempt since Dec. 1996
EIN: 33-0426210

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$255k (2023)

Expenses

$462k (2023)

Total Assets

$1.56M (2023)

Total Liabilities

$10.3k (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$254,673

Expenses

$462,401

Net Income

-$207,728

Net Assets

$1,554,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$118,531	46.5%
Interest Revenue	$5	0.0%
Dividends	$36,959	14.5%
Sales of Assets	$77,509	30.4%
Other Income	$21,669	8.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$249,950	54.1%
Compensation of Officers*	$95,812	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,564,601
Total Liabilities	$10,277
Net Assets	$1,554,324

Compensation

Key Employees and Officers	Compensation	Other
John Garcia (President)	$95,812	$0
Andres Coronel (Treasurer)	$0	$0
Marcelino Maldonado (Secretary)	$0	$0
Ricardo Loretta (Executive Di)	$0	$0
Carmen Contreras (Director)	$0	$0
Danny Porras (Director)	$0	$0
Kimberly Krause (Director)	$0	$0
Latanya Strange (Director)	$0	$0
Elaine Torres (Director)	$0	$0
Angel Montes (Director)	$0	$0
Ben Vasquez (Director)	$0	$0
Guillermo Becerra (Director)	$0	$0

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990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$198,588

Expenses

$307,561

Net Income

-$108,973

Net Assets

$1,739,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$45,149	22.7%
Interest Revenue	$8	0.0%
Dividends	$31,445	15.8%
Sales of Assets	$108,921	54.8%
Other Income	$13,065	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,175	40.0%
Compensation of Officers*	$90,438	29.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,741,081
Total Liabilities	$2,000
Net Assets	$1,739,081

Compensation

Key Employees and Officers	Compensation	Other
Ricardo Loretta (Executive Di)	$90,438	$0
John Garcia (President)	$0	$0
Marcelino Maldonado (Vice Preside)	$0	$0
Carmen Contreras (Treasurer)	$0	$0
Kevin Mayo (Secretary)	$0	$0
John Pena (Director)	$0	$0
Danny Porras (Director)	$0	$0

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990-PF

Filed on April 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$300,765

Expenses

$260,286

Net Income

$40,479

Net Assets

$1,874,711

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$94,919	31.6%
Interest Revenue	$8	0.0%
Dividends	$30,265	10.1%
Sales of Assets	$174,679	58.1%
Other Income	$894	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,392	44.3%
Compensation of Officers*	$73,750	28.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,874,711
Total Liabilities	$0
Net Assets	$1,874,711

Compensation

Key Employees and Officers	Compensation	Other
Ricardo Loretta (Executive Di)	$73,750	$0
Jacqueline Lopez (President)	$0	$0
John Pena (Treasurer)	$0	$0
John Garcia (Vice Preside)	$0	$0
Marcelino Maldonado (Secretary)	$0	$0
Kevin Mayo (Board Member)	$0	$0
Danny Porras (Board Member)	$0	$0
Karina Quintanilla (Board Member)	$0	$0
Shayra Hernandez (Board Member)	$0	$0
Carmen Contreras (Board Member)	$0	$0

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990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$128,065

Expenses

$214,065

Net Income

-$86,000

Net Assets

$1,707,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$85,024	66.4%
Interest Revenue	$1	0.0%
Dividends	$29,844	23.3%
Sales of Assets	$6,509	5.1%
Other Income	$6,687	5.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,965	36.9%
Compensation of Officers*	$73,771	34.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,707,745
Total Liabilities	$1
Net Assets	$1,707,744

Compensation

Key Employees and Officers	Compensation	Other
Ricardo Loretta (Executive Di)	$73,771	$0
Jacqueline Lopez (President)	$0	$0
John Pena (Vice Preside)	$0	$0
Balvina Ramirez (Treasurer)	$0	$0
William Schinsky (Secretary)	$0	$0
Marcelino Maldonado (Board Member)	$0	$0
John Garcia (Board Member)	$0	$0
Kevin Mayo (Board Member)	$0	$0
Danny Porras (Board Member)	$0	$0
Neftali Galarza (Board Member)	$0	$0

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990-PF

Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$966,713

Expenses

$217,463

Net Income

$749,250

Net Assets

$1,864,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$861,750	89.1%
Interest Revenue	$0
Dividends	$33,409	3.5%
Sales of Assets	$30,869	3.2%
Other Income	$40,685	4.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,910	36.7%
Compensation of Officers*	$59,729	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,867,226
Total Liabilities	$3,069
Net Assets	$1,864,157

Compensation

Key Employees and Officers	Compensation	Other
Ricardo Loretta (Executive Di)	$59,729	$0
Jacqueline Lopez (President)	$0	$0
John Pena (Vice Preside)	$0	$0
Balvina Ramirez (Treasurer)	$0	$0
William Schinsky (Secretary)	$0	$0
Marcelino Maldonado (Board Member)	$0	$0
John Garcia (Board Member)	$0	$0
Kevin Mayo (Board Member)	$0	$0
Danny Porras (Board Member)	$0	$0
Neftali Galarza (Board Member)	$0	$0

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990-PF

Filed on Aug. 28, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$101,769

Expenses

$156,668

Net Income

-$54,899

Net Assets

$1,207,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,552	7.4%
Interest Revenue	$11	0.0%
Dividends	$33,940	33.4%
Sales of Assets	$0
Other Income	$60,266	59.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,268	48.7%
Compensation of Officers*	$44,000	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,207,926
Total Liabilities	$726
Net Assets	$1,207,200

Compensation

Key Employees and Officers	Compensation	Other
John Pena (President/ Interim Directo)	$0	$0
Sandy Jimenez (Board Member)	$0	$0
Jaqueline Lopez (Board Member)	$0	$0
Hernan Quintas (Board Member)	$0	$0
Ernesto Rosales (Board Member)	$0	$0
William Schinsky (Secretary)	$0	$0
Maria Thomas (Treasurer)	$0	$0
Marcelino Maldonado (Board Member)	$0	$0
Balvina Ramerez (Board Member)	$0	$0
Ricardo Loretta (Executive Director)	$0	$0

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990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$79,658

Expenses

$166,543

Net Income

-$86,885

Net Assets

$1,159,824

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.0%
Dividends	$36,876	46.3%
Sales of Assets	-$91
Other Income	$42,853	53.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,260	42.8%
Compensation of Officers*	$55,311	33.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,160,550
Total Liabilities	$726
Net Assets	$1,159,824

Compensation

Key Employees and Officers	Compensation	Other
Gloria Margarita (Executive Director)	$0	$0
Paula Tapia (Treasurer/ Interim Directo)	$0	$0
Rudy Acosta (Vice President)	$0	$0
John Pena (President/ Interim Directo)	$0	$0
Anna Rodriguez (Secretary)	$0	$0
Sandy Jimenez (Board Member)	$0	$0
Jaqueline Lopez (Board Member)	$0	$0
Hernan Quintas (Board Member)	$0	$0
Ernesto Rosales (Board Member)	$0	$0
Bill Sanchez (Board Member)	$0	$0
William Schinsky (Board Member)	$0	$0

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990-PF

Filed on Oct. 4, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$36,480

Expenses

$140,169

Net Income

-$103,689

Net Assets

$1,305,207

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250	0.7%
Interest Revenue	$0
Dividends	$26,603	72.9%
Sales of Assets	-$7,973
Other Income	$17,600	48.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,574	48.9%
Compensation of Officers*	$43,625	31.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,305,312
Total Liabilities	$105
Net Assets	$1,305,207

Compensation

Key Employees and Officers	Compensation	Other
Paula Tapia (Treasurer/ Interim Director)	$6,000	$0
Rudy Acosta (Vice President)	$6,000	$0
Gloria Margarita (Executive Director)	$0	$0
John Pena (President/ Interim Director)	$0	$0
Anna Rodriguez (Secretary)	$0	$0
Sandy Jimenez (Board Member)	$0	$0
Jaqueline Lopez (Board Member)	$0	$0
Hernan Quintas (Board Member)	$0	$0
Ernesto Rosales (Board Member)	$0	$0
Bill Sanchez (Board Member)	$0	$0
William Schinsky (Board Member)	$0	$0

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990-PF

Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$229,576

Expenses

$140,677

Net Income

$88,899

Net Assets

$1,408,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,100	0.5%
Interest Revenue	$166	0.1%
Dividends	$42,389	18.5%
Sales of Assets	$157,223	68.5%
Other Income	$28,698	12.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,557	37.4%
Compensation of Officers*	$50,600	36.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,410,409
Total Liabilities	$1,513
Net Assets	$1,408,896

Compensation

Key Employees and Officers	Compensation	Other
Gloria Margarita (Executive Director)	$0	$0
Paula Tapia (Treasurer)	$0	$0
Rudy Acosta (Secretary)	$0	$0
John Pena (Vice President)	$0	$0
Anna Rodriguez (President)	$0	$0
Martha Mendez (Director)	$0	$0
Raul Ruiz Md (Emeritus Board Member)	$0	$0
Carlos Campos (Director)	$0	$0
Chris Escobedo (Director)	$0	$0
Al Franz (Director)	$0	$0
Martin Martinez (Emeritus Board Member)	$0	$0
Wendy Wilson (Director)	$0	$0
Sandy Jimenez (Director)	$0	$0
Lucilia Carreon (Honorary Chairperson)	$0	$0

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990-PF

Filed on Oct. 21, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$121,223

Expenses

$143,927

Net Income

-$22,704

Net Assets

$1,319,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,438	5.3%
Interest Revenue	$43	0.0%
Dividends	$37,374	30.8%
Sales of Assets	$51,660	42.6%
Other Income	$25,708	21.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,942	38.9%
Compensation of Officers*	$50,600	35.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,320,766
Total Liabilities	$769
Net Assets	$1,319,997

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$64,339

Expenses

$136,720

Net Income

-$72,381

Net Assets

$1,342,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34	0.1%
Dividends	$44,394	69.0%
Sales of Assets	$12,443	19.3%
Other Income	$7,468	11.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,504	36.2%
Compensation of Officers*	$50,600	37.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,343,476
Total Liabilities	$775
Net Assets	$1,342,701

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$107,822

Expenses

$150,302

Net Income

-$42,480

Net Assets

$1,415,082

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$24,479	22.7%
Interest Revenue	$96	0.1%
Dividends	$50,183	46.5%
Sales of Assets	$33,064	30.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,180	37.4%
Compensation of Officers*	$50,600	33.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,415,082
Total Liabilities	$0
Net Assets	$1,415,082

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated June 30, 2025

Reynaldo J Carreon M D Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $255k (2023)

Expenses $462k (2023)

Total Assets $1.56M (2023)

Total Liabilities $10.3k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$255k (2023)

Expenses

$462k (2023)

Total Assets

$1.56M (2023)

Total Liabilities

$10.3k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001