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Bardeen Partners Inc

  • Irvine, CA
  • Tax-exempt since Feb. 1992
  • EIN: 33-0465358

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$9.3M (2023)

Expenses
$8.63M (2023)

Total Assets
$229M (2023)

Total Liabilities
$602k (2023)

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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,301,537
Expenses
$8,629,993
Net Income
$671,544
Net Assets
$228,493,080
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $540,540
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $8,234,273
88.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $526,724
5.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $229,094,998
Total Liabilities $601,918
Net Assets $228,493,080
Compensation
Key Employees and Officers Compensation Related Other
Steven Lamar (Director) $0 $32,703 $19,915
Doug Reinhart (Director) $0 $34,552 $19,915
Karen Mclaughlin (Director) $0 $21,015 $1,940
Peer Swan (Vice President) $0 $32,034 $23,390
John Withers (President) $0 $32,851 $23,101
Leslie Bonkowski (Secretary) $0 $167,997 $22,840
Jennifer Davis (Asst. Treasurer) $0 $174,009 $35,453
Kent Morris (Treasurer) $0 $0 $0
Paul Cook (General Manager) $0 $410,282 $49,997
Claire Hervey Collins (Attorney) $0 $0 $0
Paul Weghorst (Executive Director, Water) $0 $301,128 $50,970
Kevin Burton (Executive Director, Techni) $0 $329,901 $48,579
Wendy Chambers (Executive Director, Operat) $0 $269,338 $47,461
Cheryl Clary (Executive Director Of Finance And Administration) $0 $290,089 $34,840
Robert Jacobson (Treasurer) $0 $266,193 $41,326
+ View more people

Document Links

990
Filed on March 20, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,491,991
Expenses
$8,122,640
Net Income
$369,351
Net Assets
$221,168,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $540,214
6.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $7,600,334
89.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $351,443
4.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $221,953,090
Total Liabilities $784,272
Net Assets $221,168,818
Compensation
Key Employees and Officers Compensation Related Other
Steven Lamar (Director) $0 $31,370 $17,955
Doug Reinhart (Director) $0 $32,905 $17,872
Karen Mclaughlin (Director) $0 $26,700 $2,491
Peer Swan (Vice President) $0 $30,757 $20,243
John Withers (President) $0 $33,297 $21,087
Leslie Bonkowski (Secretary) $0 $156,972 $21,226
Jennifer Davis (Asst. Treasurer) $0 $158,675 $31,888
Robert Jacobson (Treasurer) $0 $248,493 $44,147
Cheryl Clary (Asst. Treasurer) $0 $284,666 $32,713
Paul Cook (General Manager) $0 $410,108 $54,358
Claire Hervey Collins (Attorney) $0 $0 $0
Paul Weghorst (Executive Director, Water Policy) $0 $292,151 $47,546
Kevin Burton (Executive Director, Technical Services) $0 $289,678 $45,969
Wendy Chambers (Executive Director, Operations) $0 $259,563 $44,928
Jose Zepeda (Director Of Recycling Operations) $0 $236,390 $44,076
Fiona Sanchez (Director Of Water Resource) $0 $256,259 $44,147
+ View more people

Document Links

990
Filed on March 17, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,558,319
Expenses
$7,974,581
Net Income
$583,738
Net Assets
$214,373,932
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $539,463
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $7,623,035
89.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $395,821
4.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $215,133,557
Total Liabilities $759,625
Net Assets $214,373,932
Compensation
Key Employees and Officers Compensation Related Other
Steven Lamar (Director) $0 $31,343 $16,942
Doug Reinhart (Director) $0 $32,712 $18,354
Karen Mclaughlin (Director) $0 $0 $0
Peer Swan (Vice President) $0 $32,487 $20,255
John Withers (President) $0 $26,988 $21,144
Leslie Bonkowski (Secretary) $0 $144,858 $19,967
Tanja Fournier (Asst. Treasurer) $0 $166,624 $30,588
Robert Jacobson (Treasurer) $0 $245,209 $41,582
Cheryl Clary (Asst. Treasurer) $0 $272,858 $30,749
Paul Cook (General Manager) $0 $391,304 $51,088
Claire Hervey Collins (Attorney) $0 $0 $0
Paul Weghorst (Executive Director, Water) $0 $285,419 $44,772
Kevin Burton (Executive Director, Technical Services) $0 $267,751 $43,170
Wendy Chambers (Executive Director, Operations) $0 $243,189 $42,202
Beth Beeman (Director Of Public Affairs) $0 $246,852 $27,559
Fiona Sanchez (Director Of Water Resource) $0 $236,935 $41,582
+ View more people

Document Links

990
Filed on April 12, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,830,954
Expenses
$7,627,509
Net Income
$203,445
Net Assets
$194,964,743
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $541,424
6.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,840,587
87.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $448,943
5.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $195,444,875
Total Liabilities $480,132
Net Assets $194,964,743
Compensation
Key Employees and Officers Compensation Related Other
Steven Lamar (Director) $0 $28,302 $16,487
Doug Reinhart (Director) $0 $33,884 $16,574
Mary Aileen Matheis (Director) $0 $31,061 $10,893
Peer Swan (Vice President) $0 $23,020 $15,898
John Withers (President) $0 $26,770 $18,852
Leslie Bonkowski (Secretary) $0 $145,706 $18,237
Tanja Fournier (Asst. Treasurer) $0 $153,729 $28,233
Robert Jacobson (Treasurer) $0 $241,190 $38,656
Cheryl Clary (Asst. Treasurer) $0 $268,501 $27,803
Paul Cook (General Manager) $0 $362,858 $46,675
Claire Hervey Collins (Attorney) $0 $0 $0
Paul Weghorst (Executive Director, Water Policy) $0 $274,791 $41,239
Kevin Burton (Executive Director, Technical Svcs) $0 $262,435 $39,996
Wendy Chambers (Executive Director, Operations) $0 $228,194 $37,883
Anthony Mossbarger (Director Of Information Services) $0 $236,584 $33,219
Fiona Sanchez (Director Of Water Resources) $0 $228,788 $38,656
+ View more people

Document Links

990
Filed on March 30, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,704,528
Expenses
$12,390,581
Net Income
-$3,686,053
Net Assets
$189,088,453
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $540,896
6.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $7,696,959
88.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $466,673
5.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $189,715,509
Total Liabilities $627,056
Net Assets $189,088,453
Compensation
Key Employees and Officers Compensation Related Other
Steven Lamar (Director) $0 $28,189 $15,126
Doug Reinhart (Director) $0 $33,055 $16,394
Mary Aileen Matheis (Director) $0 $28,313 $10,263
Peer Swan (Vice President) $0 $27,977 $18,554
John Withers (President) $0 $26,504 $18,315
Leslie Bonkowski (Secretary) $0 $141,226 $16,929
Tanja Fournier (Asst. Treasurer) $0 $149,605 $26,397
Robert Jacobson (Treasurer) $0 $228,645 $36,161
Cheryl Clary (Asst. Treasurer) $0 $256,255 $24,928
Paul Cook (General Manager) $0 $355,557 $43,173
+ View more people

Document Links

990
Filed on April 24, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,468,264
Expenses
$8,045,159
Net Income
$423,105
Net Assets
$187,079,299
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $540,286
6.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $7,439,713
87.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $488,265
5.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $187,782,534
Total Liabilities $703,235
Net Assets $187,079,299
Compensation
Key Employees and Officers Compensation Related Other
Steve Lamar (Director) $0 $28,076 $15,387
Doug Reinhart (Director) $0 $29,960 $16,425
Mary Aileen Matheis (Director) $0 $30,362 $10,500
Peer Swan (Vice President) $0 $24,727 $18,488
John Withers (President) $0 $28,220 $18,646
Tanja Fournier (Asst. Treasurer) $0 $140,674 $26,258
Robert Jacobson (Treasurer) $0 $226,685 $36,245
Leslie Bonkowski (Secretary) $0 $130,557 $16,733
Cheryl Clary (Asst. Treasurer) $0 $241,637 $23,065
+ View more people

Document Links

990
Filed on March 7, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,956,631
Expenses
$7,704,923
Net Income
$251,708
Net Assets
$185,499,580
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $539,427
6.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,981,773
87.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $435,431
5.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $186,636,614
Total Liabilities $1,137,034
Net Assets $185,499,580
Compensation
Key Employees and Officers Compensation Related Other
Steve Lamar (Director) $0 $27,097 $15,110
Doug Reinhart (Director) $0 $27,315 $15,110
Mary Aileen Matheis (Director) $0 $29,379 $13,502
Peer Swan (Vice President) $0 $29,105 $21,258
John Withers (President) $0 $27,774 $20,603
Tanja Fournier (Asst. Treasurer) $0 $135,115 $45,772
Robert Jacobson (Treasurer) $0 $208,262 $59,393
Leslie Bonkowski (Secretary) $0 $122,263 $34,953
+ View more people

Document Links

990
Filed on Feb. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,692,238
Expenses
$7,556,333
Net Income
$135,905
Net Assets
$180,040,480
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $540,896
7.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,724,005
87.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $427,337
5.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $181,165,221
Total Liabilities $1,124,741
Net Assets $180,040,480
Compensation
Key Employees and Officers Compensation Related Other
Steve Lamar (Director) $0 $29,580 $13,807
Doug Reinhart (Director) $0 $26,084 $13,807
Mary Aileen Matheis (Director) $0 $27,620 $11,961
Peer Swan (Vice President) $0 $28,800 $19,077
John Withers (President) $0 $28,068 $18,943
Tanja Fournier (Asst. Treasurer) $0 $127,113 $43,870
Robert Jacobson (Treasurer) $0 $196,832 $59,783
Leslie Bonkowski (Secretary) $0 $119,901 $34,415
+ View more people

Document Links

990
Filed on Feb. 6, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,807,579
Expenses
$7,069,308
Net Income
-$1,261,729
Net Assets
$26,541,667
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $540,136
9.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,267,443
90.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,887,067
Total Liabilities $1,345,400
Net Assets $26,541,667
Compensation
Key Employees and Officers Compensation Related Other
John Withers (President) $0 $24,680 $20,196
Peer Swan (Vice President) $0 $26,620 $17,700
Mary Aileen Matheis (Director) $0 $24,680 $10,211
Steve La Mar (Director) $0 $26,620 $16,446
Doug Reinhart (Director) $0 $25,220 $15,570
Robert Jacobson (Treasurer) $0 $192,304 $42,152
Leslie Bonkowski (Secretary) $0 $116,394 $20,314
+ View more people

Document Links

990
Filed on Feb. 4, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,297,525
Expenses
$6,094,690
Net Income
-$797,165
Net Assets
$27,803,396
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $540,162
10.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,817,502
90.9%
Net Fundraising $0
Sales of Assets -$60,139
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,207,472
Total Liabilities $1,404,076
Net Assets $27,803,396

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,433,130
Expenses
$5,974,448
Net Income
-$1,541,318
Net Assets
$28,600,561
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $61,902
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,371,228
98.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $30,383,258
Total Liabilities $1,782,697
Net Assets $28,600,561

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,296,578
Expenses
$5,985,970
Net Income
-$689,392
Net Assets
$30,141,879
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,067,528
20.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,229,050
79.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $32,356,732
Total Liabilities $2,214,853
Net Assets $30,141,879

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,882,868
Expenses
$5,411,229
Net Income
-$1,528,361
Net Assets
$30,831,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $530,241
13.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,352,627
86.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $33,172,209
Total Liabilities $2,340,935
Net Assets $30,831,274

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

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

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated