Dr John Hefferlin & Marian Hefferlin Foundation

Newport Beach, CA
Tax-exempt since July 1993
EIN: 33-0550728

Receive an email when new data is available for this organization.

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: Religion Related, Spiritual Development N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$399k (2024)

Expenses

$233k (2024)

Total Assets

$4.09M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 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

$399,291

Expenses

$232,876

Net Income

$166,415

Net Assets

$4,092,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.3%
Interest Revenue	$4	0.0%
Dividends	$157,882	39.5%
Sales of Assets	$240,405	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,908	67.8%
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	$4,092,138
Total Liabilities	$0
Net Assets	$4,092,138

Compensation

Key Employees and Officers	Compensation	Other
Rev Dr Roger Juline (Treasurer)	$0	$0
Dr Steve Gabrielson (President)	$0	$0
Dr Marilyn Leo (Secretary)	$0	$0
Dr Thomas C Sannar (Director)	$0	$0
Rev Dr Karen Kushner (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 17, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

-$7,470

Expenses

$165,266

Net Income

-$172,736

Net Assets

$3,961,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3
Dividends	$157,043
Sales of Assets	-$164,516
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,467	54.1%
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	$3,961,773
Total Liabilities	$0
Net Assets	$3,961,773

Compensation

Key Employees and Officers	Compensation	Other
Rev Dr Roger Juline (Treasurer)	$0	$0
Dr Steve Gabrielson (President)	$0	$0
Dr Marilyn Leo (Secretary)	$0	$0
Dr Thomas C Sannar (Director)	$0	$0
Rev Dr Karen Kushner (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 14, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$59,870

Expenses

$276,945

Net Income

-$217,075

Net Assets

$4,168,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,908	3.2%
Interest Revenue	$3	0.0%
Dividends	$155,411	> 100%
Sales of Assets	-$97,452
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,201	56.4%
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	$4,168,020
Total Liabilities	$0
Net Assets	$4,168,020

Compensation

Key Employees and Officers	Compensation	Other
Rev Dr Roger Juline (Treasurer)	$0	$0
Dr Steve Gabrielson (President)	$0	$0
Dr Marilyn Leo (Secretary)	$0	$0
Dr Thomas C Sannar (Director)	$0	$0
Rev Dr Karen Kushner (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 16, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$650,117

Expenses

$232,929

Net Income

$417,188

Net Assets

$4,351,365

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$600	0.1%
Interest Revenue	$3	0.0%
Dividends	$163,697	25.2%
Sales of Assets	$471,445	72.5%
Other Income	$14,372	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,919	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	$4,351,365
Total Liabilities	$0
Net Assets	$4,351,365

Compensation

Key Employees and Officers	Compensation	Other
Rev Dr Roger Juline (Treasurer)	$0	$0
Dr Steve Gabrielson (President)	$0	$0
Dr Marilyn Leo (Secretary)	$0	$0
Dr Thomas C Sannar (Director)	$0	$0
George St Johns (Director)	$0	$0
Rev Dr Karen Kushner (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 16, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$306,143

Expenses

$152,810

Net Income

$153,333

Net Assets

$3,934,176

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.0%
Interest Revenue	$3	0.0%
Dividends	$135,114	44.1%
Sales of Assets	$163,144	53.3%
Other Income	$7,782	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,880	60.8%
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	$3,934,177
Total Liabilities	$1
Net Assets	$3,934,176

Compensation

Key Employees and Officers	Compensation	Other
Rev Dr Roger Juline (Treasurer)	$0	$0
Dr Steve Gabrielson (President)	$0	$0
Dr Marilyn Leo (Secretary)	$0	$0
Rev Cliff Rubin (Director)	$0	$0
Dr Thomas C Sannar (Director)	$0	$0
George St Johns (Director)	$0	$0
Mr William M Lynn (Director)	$0	$0
Rev Dr Karen Kushner (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$211,371

Expenses

$221,322

Net Income

-$9,951

Net Assets

$3,780,843

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$814	0.4%
Interest Revenue	$26	0.0%
Dividends	$125,919	59.6%
Sales of Assets	$82,812	39.2%
Other Income	$1,800	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,255	63.8%
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	$3,780,844
Total Liabilities	$1
Net Assets	$3,780,843

Compensation

Key Employees and Officers	Compensation	Other
Rev Dr Roger Juline (Treasurer)	$0	$0
Dr Steve Gabrielson (President)	$0	$0
Dr Marilyn Leo (Director)	$0	$0
Mr Kenneth T Lind (Director)	$0	$0
Rev Dor Jacques Patlian (Vice President)	$0	$0
Dr Thomas C Sannar (Director)	$0	$0
George St Johns (Director)	$0	$0
Mr William M Lynn (Director)	$0	$0
Rev Dr Karen Kushner (Director)	$0	$0

+ View more people

990-PF

Filed on July 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$258,619

Expenses

$185,854

Net Income

$72,765

Net Assets

$3,790,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,639	1.0%
Interest Revenue	$26	0.0%
Dividends	$138,843	53.7%
Sales of Assets	$115,518	44.7%
Other Income	$1,593	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,650	58.5%
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	$3,790,795
Total Liabilities	$0
Net Assets	$3,790,795

Compensation

Key Employees and Officers	Compensation	Other
Rev Dr Roger Juline (Treasurer)	$0	$0
Dr Steve Gabrielson (President)	$0	$0
Dr Marilyn Leo (Director)	$0	$0
Mr Kenneth T Lind (Director)	$0	$0
Rev Dor Jacques Patlian (Vice President)	$0	$0
Dr Thomas C Sannar (Director)	$0	$0
George St Johns (Director)	$0	$0
Mr William M Lynn (Director)	$0	$0
Rev Dr Karen Kushner (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 13, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$227,576

Expenses

$201,058

Net Income

$26,518

Net Assets

$2,565,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,995	65.5%
Sales of Assets	$78,558	34.5%
Other Income	$23	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,209	62.3%
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	$2,565,351
Total Liabilities	$0
Net Assets	$2,565,351

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Lind (Director)	$0	$0
Roger Juline (Director)	$0	$0
George St Johns (Director)	$0	$0
Marylin Leo (Director)	$0	$0
Dore Patlian (Director)	$0	$0
Thomas C Sannar (Director)	$0	$0
Karen Kushner (Director)	$0	$0
Steve Gabrielson (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 16, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$147,038

Expenses

$55,229

Net Income

$91,809

Net Assets

$2,538,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$170,439	> 100%
Sales of Assets	-$23,401
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,229	100%
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	$2,538,833
Total Liabilities	$0
Net Assets	$2,538,833

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Lind (Director)	$0	$0
Roger Juline (Director)	$0	$0
George St Johns (Director)	$0	$0
Marylin Leo (Director)	$0	$0
Dore Patlian (Director)	$0	$0
Thomas C Sannar (Director)	$0	$0
Karen Kushner (Director)	$0	$0
Steve Gabrielson (Director)	$0	$0

+ View more people

990-PF

Filed on May 11, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

-$1,559,573

Expenses

$73,067

Net Income

-$1,632,640

Net Assets

$2,880,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$283,137
Sales of Assets	-$1,842,712
Other Income	$2

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,064	100.0%
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	$2,880,740
Total Liabilities	$0
Net Assets	$2,880,740

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Lind (Director)	$0	$3,082
Roger Juline (Director)	$0	$2,316
George St Johns (Director)	$0	$2,713
Marylin Leo (Director)	$0	$10,306
Dore Patlian (Director)	$0	$851
Thomas C Sannar (Director)	$0	$2,455
Karen Kushner (Director)	$0	$4,255
Steve Gabrielson (Director)	$0	$2,376

+ View more people

990-PF

Filed on May 11, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$461,091

Expenses

$70,915

Net Income

$390,176

Net Assets

$4,513,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$91,191	19.8%
Dividends	$208,463	45.2%
Sales of Assets	$161,437	35.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,915	100%
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	$4,513,380
Total Liabilities	$0
Net Assets	$4,513,380

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Lind (Director)	$0	$0
Roger Juline (Director)	$0	$0
George St Johns (Director)	$0	$0
Marylin Leo (Director)	$0	$0
Dore Patlian (Director)	$0	$0
Thomas C Sannar (Director)	$0	$0
Karen Kushner (Director)	$0	$0
Steve Gabrielson (Director)	$0	$0

+ View more people

990-PF

Filed on Sept. 22, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$415,078

Expenses

$57,056

Net Income

$358,022

Net Assets

$5,304,560

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$109,015	26.3%
Dividends	$198,158	47.7%
Sales of Assets	$107,905	26.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,056	100%
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	$5,304,560
Total Liabilities	$0
Net Assets	$5,304,560

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Lind (Director)	$0	$2,875
Roger Juline (Director)	$0	$1,329
George St Johns (Director)	$0	$2,205
Jean Parcher (Director)	$0	$1,105
Marylin Leo (Director)	$0	$3,762
Dorianne Cotter Lockard (Director)	$0	$347
Dore Patlian (Director)	$0	$844

+ View more people

990-PF

Filed on July 31, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$275,351

Expenses

$223,382

Net Income

$51,969

Net Assets

$4,946,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$340	0.1%
Interest Revenue	$144,046	52.3%
Dividends	$99,117	36.0%
Sales of Assets	$31,848	11.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$223,382	100%
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	$4,946,538
Total Liabilities	$1
Net Assets	$4,946,537

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$219,148

Expenses

$233,043

Net Income

-$13,895

Net Assets

$4,621,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,352	1.1%
Interest Revenue	$134,298	61.3%
Dividends	$107,976	49.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,112	69.6%
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	$4,621,089
Total Liabilities	$0
Net Assets	$4,621,089

990-PF

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

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

PDF

About This Data

What Is 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 »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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 January 26, 2026

Dr John Hefferlin & Marian Hefferlin Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $399k (2024)

Expenses $233k (2024)

Total Assets $4.09M (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

$399k (2024)

Expenses

$233k (2024)

Total Assets

$4.09M (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.
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