Disable all preview features

Human Services : Social Services

Carmel Foundation

Facilitate Successful Aging

two stars

77.52

P.O. Box 1050 Carmel, CA 93921
tel: (831) 624-1588   Web Site
EIN: 94-1225368

Board Leadership
Janie Franklin
Board Chair

CEO
Holly Zoller
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 77.52 two stars
  Financial 69.00 one star
  Accountability & Transparency 93.00 four stars
This rating was published 07/01/2019 and includes data from FY2018, the most recent 990 received at that time.

The Carmel Foundation is a membership organization with over 3,400 members over 55 years of age. Our vision is to facilitate successful aging by providing a broad spectrum of interactive activities and services for the ever-changing physical, social, emotional and cognitive needs of our members. The founders of The Carmel Foundation valued their community, shared a deep appreciation for the growing needs of their fellow neighbors and recognized the necessity for a friendly, homelike place to meet. The purpose, then, as now, is to provide for successful aging by ensuring seniors can remain engaged with life and maintain their independence.

The Carmel Foundation is a membership organization with over 3,400 members over 55 years of age. Our vision is to facilitate successful aging by providing a broad spectrum of interactive activities and services for the ever-changing physical, social, emotional and cognitive needs of our members. The founders of The Carmel Foundation valued their community, shared a deep appreciation for the growing needs of their fellow neighbors and recognized the necessity for a friendly, homelike place to meet. The purpose, then, as now, is to provide for successful aging by ensuring seniors can remain engaged with life and maintain their independence.

Impact Information

GuideStar is Charity Navigator's trusted partner in sharing information on how this organization seeks impact.  GuideStar has recognized this organization with a Gold Seal of Transparency for voluntarily and publicly describing their goals, strategies, and accomplishments.  Learn More about Impact Information.
Charting Impact

What is your organization aiming to accomplish?

What are your strategies for making this happen?

What are your organization's capabilities for doing this?

How will your organization know if you are making progress?

What have and haven't you accomplished so far?

This impact information is current as of November 2019, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

one star

69.00

Accountability & Transparency

four stars

93.00

This rating was published 07/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
58.9%
  Administrative Expenses 30.2%
  Fundraising Expenses 10.8%
  Fundraising Efficiency $0.12
  Working Capital Ratio (years) 6.82
  Program Expenses Growth 1.5%
  Liabilities to Assets 0.9%
All data for Financial Performance Metrics calculations was provided by Carmel Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Carmel Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Carmel Foundation (CA) 77.52 two stars
National Council on Aging (VA) 88.29 three stars
The Senior Source (TX) 90.58 four stars
Openhouse (CA) 87.52 three stars
Bridgewater HealthCare Foundation (VA) 88.93 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,070,564
   Federated Campaigns $0
   Membership Dues $252,973
   Fundraising Events $55,451
   Related Organizations $0
   Government Grants $0
Total Contributions $1,378,988
   Program Service Revenue $472,921
Total Primary Revenue $1,851,909
   Other Revenue $729,610
TOTAL REVENUE $2,581,519
   
EXPENSES  
   Program Expenses $1,534,574
   Administrative Expenses $859,915
   Fundraising Expenses $286,396
TOTAL FUNCTIONAL EXPENSES $2,680,885
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-99,366
   
Net Assets $18,995,377

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Senior Housing $647,905 42.2%
Additional Services $551,211 35.9%
Luncheon $335,458 21.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 07/01/2019 77.52 two stars
2017-06 03/01/2019 82.50 three stars
2017-06 06/01/2018 82.37 three stars
2016-06 11/01/2017 82.32 three stars
2015-06 12/01/2016 82.31 three stars
2014-06 06/01/2016 79.91 two stars
 
CN 2.0
2014-06 09/01/2015 78.20 two stars
2013-06 05/01/2014 74.21 two stars
2012-06 04/01/2013 78.36 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 94-1225368
Name in IRS Master File CARMEL FOUNDATION
NTEE Code P75
NTEE Classification Senior Continuing Care Communities
NTEE Type Human Services - Multipurpose and Other
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (575) Services for the aged (see also 153 ad 382)
(382) Housing for the aged (see also 153)
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date October, 1953
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$17,135 0.63% Holly Zoller Chief Executive Officer
Other Salaries of Note
$121,287 4.52% Jill Sheffield Former Chief Executive Officer

Highly Rated

Charity Name & State Overall Score Overall Rating
Carmel Foundation (CA) 77.52 two stars
Project FIND (NY) 94.28 four stars
Pro Seniors Inc. (OH) 86.32 three stars
Community SeniorServ (CA) 89.38 three stars
ElderHelp of San Diego (CA) 92.82 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Carmel Foundation
P.O. Box 1050
Carmel, CA 93921
tel: (831) 624-1588
EIN: 94-1225368

Visit Web Site

Board Leadership

Janie Franklin
Board Chair

CEO

Holly Zoller
President, CEO

Join Our Mailing List

Join over 400,000 other informed givers and get updates on charity ratings, new features, hot topics, and tips for donating.