Carmel Valley Manor Foundation

  • Carmel, CA
  • Tax exemption issued: Feb. 2019
  • EIN: 82-2771192

Organization summary

Type of Nonprofit

Designated as a 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: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,771,688
Expenses
$718,388
Net Income
$3,053,300
Net Assets
$22,533,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,299,104
87.5%
Program Services $0
Investment Income $422,380
11.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $50,204
1.3%
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 $22,554,985
Total Liabilities $21,266
Net Assets $22,533,719
Compensation
Key Employees and Officers Compensation Related Other
Trey Busch (Chair) $0 $0 $0
Harry Hanson (Vice Chair) $0 $0 $0
Chris Steinbruner (Treasurer) $0 $0 $0
Beverly Hamilton (Secretary (as Of 01/25)) $0 $0 $0
Kevin Cartwright (Trustee) $0 $0 $0
Alexander Crosby (Trustee) $0 $0 $0
Jerry Kitchen (Trustee) $0 $0 $0
John Mahoney (Trustee) $0 $0 $0
Steve Merrell (Trustee) $0 $0 $0
John Staples (Trustee) $0 $0 $0
Jay Zimmer (President & Ceo) $0 $626,174 $44,875
Ann-elise Emerson (Chief Financial Officer) $0 $339,610 $66,660
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Document Links

990
Filed on Aug. 31, 2026

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

View Filing
XML

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,694,087
Expenses
$660,346
Net Income
$1,033,741
Net Assets
$17,087,062
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,280,929
75.6%
Program Services $0
Investment Income $422,940
25.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,782
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 $17,087,353
Total Liabilities $291
Net Assets $17,087,062
Compensation
Key Employees and Officers Compensation Related Other
Trey Busch (Chair) $0 $0 $0
Harry Hanson (Vice Chair) $0 $0 $0
Chris Steinbruner (Treasurer) $0 $0 $0
Iathan Annand (Secretary) $0 $0 $0
Bertie Bialek (Board Member) $0 $0 $0
Kevin Cartwright (Board Member) $0 $0 $0
Alexander Crosby (Board Member) $0 $0 $0
Susan Freeland (Board Member) $0 $0 $0
Beverly Hamilton (Board Member) $0 $0 $0
Jerry Kitchen (Board Member) $0 $0 $0
John Mahoney (Board Member) $0 $0 $0
Steve Merrell (Board Member) $0 $0 $0
John Staples (Board Member) $0 $0 $0
Jay Zimmer (President & Ceo) $0 $358,167 $43,654
Ann-elise Emerson (Chief Financial Officer) $0 $213,551 $46,188
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Document Links

990
Filed on Aug. 4, 2025

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,645,634
Expenses
$1,004,639
Net Income
$640,995
Net Assets
$15,315,231
Notable Sources of Revenue Percent of Total Revenue
Contributions $323,197
19.6%
Program Services $0
Investment Income $418,030
25.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $904,292
55.0%
Net Inventory Sales $0
Other Revenue $115
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,315,231
Total Liabilities $0
Net Assets $15,315,231
Compensation
Key Employees and Officers Compensation Related Other
Jay Zimmer (President & Ceo) $0 $380,744 $35,429
Ann Elise Emerson (Cfo) $0 $230,145 $33,187
Susan Freeland (Chair) $0 $0 $0
Harry Hanson (Vice-chair) $0 $0 $0
Iathan Annand (Secretary) $0 $0 $0
Christopher Steinbruner (Treasurer) $0 $0 $0
Rb Busch Iii (Director) $0 $0 $0
John Staples (Director) $0 $0 $0
John Mahoney (Director) $0 $0 $0
Gerald Kitchen (Director) $0 $0 $0
Al Crosby (Director) $0 $0 $0
Bertie Bialek (Director) $0 $0 $0
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Document Links

990
Filed on June 5, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$653,574
Expenses
$791,631
Net Income
-$138,057
Net Assets
$14,479,362
Notable Sources of Revenue Percent of Total Revenue
Contributions $138,551
21.2%
Program Services $0
Investment Income $493,132
75.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $21,759
3.3%
Net Inventory Sales $0
Other Revenue $132
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,479,362
Total Liabilities $0
Net Assets $14,479,362
Compensation
Key Employees and Officers Compensation Related Other
Jay Zimmer (President & Ceo) $0 $445,503 $34,261
Ann Elise Emerson (Finance Dir.) $0 $46,465 $1,230
Susan Freeland (Chair) $0 $0 $0
Harry Hanson (Vice-chair) $0 $0 $0
Iathan Annand (Secretary) $0 $0 $0
Christopher Steinbruner (Treasurer) $0 $0 $0
Rb Busch Iii (Director) $0 $0 $0
John Staples (Director) $0 $0 $0
John Mahoney (Director) $0 $0 $0
Gerald Kitchen (Director) $0 $0 $0
Al Crosby (Director) $0 $0 $0
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Document Links

990
Filed on July 3, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,085,708
Expenses
$665,247
Net Income
$420,461
Net Assets
$17,483,288
Notable Sources of Revenue Percent of Total Revenue
Contributions $374,752
34.5%
Program Services $0
Investment Income $711,812
65.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,044
Net Inventory Sales $0
Other Revenue $188
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,483,288
Total Liabilities $0
Net Assets $17,483,288
Compensation
Key Employees and Officers Compensation Related Other
Jay Zimmer (President & Ceo) $0 $299,947 $27,710
Enrique Montero (Finance Dir.) $0 $194,009 $20,396
Susan Freeland (Chair) $0 $0 $0
Harry Hanson (Vice-chair) $0 $0 $0
Iathan Annand (Secretary) $0 $0 $0
Christopher Steinbruner (Treasurer) $0 $0 $0
Rb Busch Iii (Director) $0 $0 $0
John Staples (Director) $0 $0 $0
John Mahoney (Director) $0 $0 $0
Gerald Kitchen (Director) $0 $0 $0
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Document Links

990
Filed on Aug. 23, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$469,335
Expenses
$608,047
Net Income
-$138,712
Net Assets
$15,702,549
Notable Sources of Revenue Percent of Total Revenue
Contributions $90,086
19.2%
Program Services $0
Investment Income $379,157
80.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $92
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,702,549
Total Liabilities $0
Net Assets $15,702,549
Compensation
Key Employees and Officers Compensation Related Other
Jane Ipsen (Fmr Pres. & Ceo) $0 $280,323 $21,367
Enrique Montero (Finance Dir.) $0 $160,735 $18,068
Jay Zimmer (President & Ceo) $0 $80,615 $0
Susan Freeland (Chair) $0 $0 $0
Harry Hanson (Vice-chair) $0 $0 $0
Iathan Annand (Secretary) $0 $0 $0
Christopher Steinbruner (Treasurer) $0 $0 $0
Rb Busch Iii (Director) $0 $0 $0
John Staples (Director) $0 $0 $0
John Mahoney (Director) $0 $0 $0
Gerald Kitchen (Director) $0 $0 $0
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Document Links

990
Filed on July 26, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,124,812
Expenses
$666,151
Net Income
$1,458,661
Net Assets
$14,777,395
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,688,118
79.4%
Program Services $0
Investment Income $436,694
20.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
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 $14,778,395
Total Liabilities $1,000
Net Assets $14,777,395
Compensation
Key Employees and Officers Compensation Related Other
Jane Ipsen (President & Ceo) $0 $264,599 $21,207
Enrique Montero (Finance Dir.) $0 $146,992 $16,311
Susan Freeland (Chair) $0 $0 $0
Harry Hanson (Vice-chair) $0 $0 $0
Iathan Annand (Secretary) $0 $0 $0
Christopher Steinbruner (Treasurer) $0 $0 $0
Rb Busch Iii (Director) $0 $0 $0
Kelly O'keefe (Director) $0 $0 $0
James Didion (Director) $0 $0 $0
Gerald Kitchen (Director) $0 $0 $0
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Document Links

990
Filed on June 3, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,334,302
Expenses
$478,660
Net Income
$11,855,642
Net Assets
$11,928,448
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,018,425
97.4%
Program Services $0
Investment Income $315,877
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
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 $11,928,448
Total Liabilities $0
Net Assets $11,928,448
Compensation
Key Employees and Officers Compensation Related Other
Susan Freeland (Chair) $0 $0 $0
Harry Hanson (Vice-chair) $0 $0 $0
Iathan Annand (Secretary) $0 $0 $0
Christopher Steinbruner (Treasurer) $0 $0 $0
Rb Busch Iii (Director) $0 $0 $0
Kelly O'keefe (Director) $0 $0 $0
James Didion (Director) $0 $0 $0
Gerald Kitchen (Director) $0 $0 $0
Jane Ipsen (President & Ceo) $0 $255,573 $20,051
Enrique Montero (Finance Dir.) $0 $143,040 $11,956
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Document Links

990
Filed on Aug. 15, 2019

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

View Filing
PDF XML

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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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.

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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.

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

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