The Thomas C Ackerman Foundation

La Mesa, CA
Tax-exempt since Sept. 1991
EIN: 33-0477490

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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.

Donations to this organization are tax deductible.

Revenue

$960k (2024)

Expenses

$406k (2024)

Total Assets

$3.99M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2010 to 2024

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.
2024

Revenue

$959,635

Expenses

$405,656

Net Income

$553,979

Net Assets

$3,991,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,254	4.9%
Sales of Assets	$404,439	42.1%
Other Income	$507,942	52.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$230,400	56.8%
Compensation of Officers*	$96,000	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,991,654
Total Liabilities	$0
Net Assets	$3,991,654

Compensation

Key Employees and Officers	Compensation	Other
Lynne Newman Copeland (Administrator)	$96,000	$0
Zachary Copeland (President/Dir.)	$0	$0
H Michael Collins (Treasurer And Cfo)	$0	$0
Victoria Luntzel (Director)	$0	$0
T Michelle Hauser (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2025

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

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XML

Fiscal Year Ending Dec.
2023

Revenue

$435,439

Expenses

$385,963

Net Income

$49,476

Net Assets

$3,437,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,200	0.5%
Interest Revenue	$0
Dividends	$30,368	7.0%
Sales of Assets	-$95,477
Other Income	$498,348	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	38.9%
Compensation of Officers*	$96,000	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,437,675
Total Liabilities	$0
Net Assets	$3,437,675

Compensation

Key Employees and Officers	Compensation	Other
Lynne Newman Copeland (Administrator)	$96,000	$0
Zachary Copeland (President/Dir.)	$0	$0
H Michael Collins (Treasurer And Cfo)	$0	$0
Victoria Luntzel (Director)	$0	$0
T Michelle Hauser (Director)	$0	$0

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990-PF

Filed on Sept. 18, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

-$772,644

Expenses

$2,584,501

Net Income

-$3,357,145

Net Assets

$3,388,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,205
Sales of Assets	$1,526,191
Other Income	-$2,355,040

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,300,000	89.0%
Compensation of Officers*	$96,000	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,388,199
Total Liabilities	$0
Net Assets	$3,388,199

Compensation

Key Employees and Officers	Compensation	Other
Lynne Newman Copeland (Administrator)	$96,000	$0
Zachary Copeland (President/Dir.)	$0	$0
H Michael Collins (Treasurer And Cfo)	$0	$0
Victoria Luntzel (Director)	$0	$0
T Michelle Hauser (Director)	$0	$0

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990-PF

Filed on Nov. 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

$1,033,458

Expenses

$401,388

Net Income

$632,070

Net Assets

$6,745,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,648	7.6%
Sales of Assets	$1,089,724	> 100%
Other Income	-$134,914

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$252,000	62.8%
Compensation of Officers*	$86,833	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,745,344
Total Liabilities	$0
Net Assets	$6,745,344

Compensation

Key Employees and Officers	Compensation	Other
Robert G Copeland (President/Dir.)	$45,833	$0
Lynne Newman Copeland (Administrator)	$41,000	$0
Kenneth G Coveney (Secretary/Dir.)	$0	$0
Linde L Hotchkiss (Treasurer/Dir.)	$0	$0
Neville Billimoria (Director)	$0	$0
H Michael Collins (Director)	$0	$0
Bryn Kathryn Kirvin (Director)	$0	$0
George Ramirez (Director)	$0	$0
Alexis Dixon (Director)	$0	$0
Saran L Wiggins (Director)	$0	$0
Lori B Thiel (Director)	$0	$0
Dennis Schoville (Director)	$0	$0
Christina P Wilson (Director)	$0	$0

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990-PF

Filed on Nov. 10, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$696,120

Expenses

$399,175

Net Income

$296,945

Net Assets

$6,113,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,051	14.4%
Sales of Assets	$0
Other Income	$603,063	86.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$258,000	64.6%
Compensation of Officers*	$86,000	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,113,274
Total Liabilities	$1
Net Assets	$6,113,273

Compensation

Key Employees and Officers	Compensation	Other
Robert G Copeland (President/Dir.)	$50,000	$0
Lynne Newman Copeland (Administrator)	$36,000	$0
Kenneth G Coveney (Secretary/Dir.)	$0	$0
Linde L Hotchkiss (Treasurer/Dir.)	$0	$0
Neville Billimoria (Director)	$0	$0
H Michael Collins (Director)	$0	$0
Bryn Kathryn Kirvin (Director)	$0	$0
George Ramirez (Director)	$0	$0
Alexis Dixon (Director)	$0	$0
Saran L Wiggins (Director)	$0	$0
Lori B Thiel (Director)	$0	$0
Gail Naughton (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$887,116

Expenses

$479,491

Net Income

$407,625

Net Assets

$5,816,328

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$125,213	14.1%
Sales of Assets	$0
Other Income	$768,897	86.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$313,000	65.3%
Compensation of Officers*	$86,000	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,816,329
Total Liabilities	$1
Net Assets	$5,816,328

Compensation

Key Employees and Officers	Compensation	Other
Robert G Copeland (President/Dir.)	$50,000	$0
Lynne Newman Copeland (Administrator)	$36,000	$0
Kenneth G Coveney (Secretary/Dir.)	$0	$0
Linde L Hotchkiss (Treasurer/Dir.)	$0	$0
Neville Billimoria (Director)	$0	$0
H Michael Collins (Director)	$0	$0
Bryn Kathryn Kirvin (Director)	$0	$0
George Ramirez (Director)	$0	$0
Alexis Dixon (Director)	$0	$0
Saran L Wiggins (Director)	$0	$0
Lori B Thiel (Director)	$0	$0

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990-PF

Filed on Oct. 26, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

-$195,948

Expenses

$386,150

Net Income

-$582,098

Net Assets

$5,408,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,814
Sales of Assets	$58,878
Other Income	-$362,640

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$244,710	63.4%
Compensation of Officers*	$86,000	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,408,704
Total Liabilities	$0
Net Assets	$5,408,704

Compensation

Key Employees and Officers	Compensation	Other
Robert G Copeland (President/Dir.)	$50,000	$0
Lynne Newman Copeland (Administrator)	$36,000	$0
Kenneth G Coveney (Secretary/Dir.)	$0	$0
Linde L Hotchkiss (Treasurer/Dir.)	$0	$0
Neville Billimoria (Director)	$0	$0
H Michael Collins (Director)	$0	$0
Bryn Kathryn Kirvin (Director)	$0	$0
George Ramirez (Director)	$0	$0
Alexis Dixon (Director)	$0	$0
Saran L Wiggins (Director)	$0	$0

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990-PF

Filed on Sept. 3, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$681,449

Expenses

$403,553

Net Income

$277,896

Net Assets

$5,990,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$93,285	13.7%
Sales of Assets	$239,928	35.2%
Other Income	$348,236	51.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$252,500	62.6%
Compensation of Officers*	$86,000	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,990,802
Total Liabilities	$0
Net Assets	$5,990,802

Compensation

Key Employees and Officers	Compensation	Other
Robert G Copeland (President/Dir.)	$50,000	$0
Lynne Newman Copeland (Administrator)	$36,000	$0
Kenneth G Coveney (Secretary/Dir.)	$0	$0
Linde L Hotchkiss (Treasurer/Dir.)	$0	$0
Gail K Naughton (Director)	$0	$0
Neville Billimoria (Director)	$0	$0
H Michael Collins (Director)	$0	$0
Bryn Kathryn Kirvin (Director)	$0	$0
George Ramirez (Director)	$0	$0
Alexis Dixon (Director)	$0	$0
Saran L Wiggins (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$350,984

Expenses

$400,966

Net Income

-$49,982

Net Assets

$5,712,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,813	30.7%
Sales of Assets	$1,142,347	> 100%
Other Income	-$899,176

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$251,500	62.7%
Compensation of Officers*	$86,000	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,712,906
Total Liabilities	$0
Net Assets	$5,712,906

Compensation

Key Employees and Officers	Compensation	Other
Robert G Copeland (President/Dir.)	$50,000	$0
Lynne Newman Copeland (Administrator)	$36,000	$0
Kenneth G Coveney (Secretary/Dir.)	$0	$0
Linde L Hotchkiss (Treasurer/Dir.)	$0	$0
Joanne M Pastula (Vp/Director)	$0	$0
Gail K Naughton (Director)	$0	$0
Neville Billimoria (Director)	$0	$0
H Michael Collins (Director)	$0	$0
Bryn Kathryn Kirvin (Director)	$0	$0
George Ramirez (Director)	$0	$0
Alexis Dixon (Director)	$0	$0
Saran L Wiggins (Director)	$0	$0

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990-PF

Filed on Aug. 23, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

-$60,725

Expenses

$346,987

Net Income

-$407,712

Net Assets

$5,762,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,305
Sales of Assets	$376,901
Other Income	-$544,931

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,500	59.5%
Compensation of Officers*	$21,500	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,762,888
Total Liabilities	$0
Net Assets	$5,762,888

Compensation

Key Employees and Officers	Compensation	Other
Robert G Copeland (President/Dir.)	$12,500	$0
Lynne Newman Copeland (Administrator)	$9,000	$0
Kenneth G Coveney (Secretary/Dir.)	$0	$0
Linde L Hotchkiss (Treasurer/Dir.)	$0	$0
Joanne M Pastula (Vp/Director)	$0	$0
Gail K Naughton (Director)	$0	$0
Hon William Mccurine Jr (Director)	$0	$0
H Michael Collins (Director)	$0	$0
Bryn Kathryn Kirvin (Director)	$0	$0
George Ramirez (Director)	$0	$0

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990-PF

Filed on May 16, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$587,210

Expenses

$322,696

Net Income

$264,514

Net Assets

$6,170,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$113,379	19.3%
Sales of Assets	$0
Other Income	$473,831	80.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,100	75.0%
Compensation of Officers*	$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	$6,170,600
Total Liabilities	$0
Net Assets	$6,170,600

Compensation

Key Employees and Officers	Compensation	Other
Robert G Copeland (President)	$0	$0
Kenneth G Coveney (Secretary)	$0	$0
Christopher Calkins (Director)	$0	$0
Joanne M Pastula (Vice President)	$0	$0
Gail K Naughton (Director)	$0	$0
John G Rebelo (Director)	$0	$0
H Michael Collins (Treasurer)	$0	$0

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990-PF

Filed on June 16, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$805,296

Expenses

$381,840

Net Income

$423,456

Net Assets

$5,906,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,900	11.8%
Sales of Assets	-$4,042
Other Income	$714,438	88.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$278,500	72.9%
Compensation of Officers*	$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	$5,906,086
Total Liabilities	$0
Net Assets	$5,906,086

Compensation

Key Employees and Officers	Compensation	Other
Robert G Copeland (President)	$0	$0
Kenneth G Coveney (Secretary)	$0	$0
Christopher Calkins (Director)	$0	$0
Joanne M Pastula (Vice President)	$0	$0
Gail K Naughton (Director)	$0	$0
John G Rebelo (Director)	$0	$0
H Michael Collins (Treasurer)	$0	$0

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990-PF

Filed on May 14, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$546,888

Expenses

$341,594

Net Income

$205,294

Net Assets

$5,482,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$102,175	18.7%
Sales of Assets	$73,372	13.4%
Other Income	$371,341	67.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$248,000	72.6%
Compensation of Officers*	$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	$5,482,630
Total Liabilities	$0
Net Assets	$5,482,630

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$13,040

Expenses

$297,739

Net Income

-$284,699

Net Assets

$5,277,335

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$800	6.1%
Interest Revenue	$0
Dividends	$102,492	> 100%
Sales of Assets	$319,368	> 100%
Other Income	-$409,620

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,168	70.9%
Compensation of Officers*	$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	$5,277,336
Total Liabilities	$1
Net Assets	$5,277,335

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Revenue

$615,355

Expenses

$321,844

Net Income

$293,511

Net Assets

$5,562,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$123,434	20.1%
Sales of Assets	$37,892	6.2%
Other Income	$454,029	73.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$210,666	65.5%
Compensation of Officers*	$12,000	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,562,035
Total Liabilities	$0
Net Assets	$5,562,035

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

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The Thomas C Ackerman Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $960k (2024)

Expenses $406k (2024)

Total Assets $3.99M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Compensation

Document Links

Revenue

$960k (2024)

Expenses

$406k (2024)

Total Assets

$3.99M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001