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Trumbull Manor INC

Tax-deductible

Novato, CA501(c)(3)UnclassifiedEIN 68-0235497Revenue $722K in FY2025

On file with the IRStrumbullmanor.com50 Rica Vis, 94947-2021 · Novato, CATax-exempt since Jun 1992Publicly supported — 509(a)(2)

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Trumbull Manor owns and operates a retreat center at 50 Rica Vista, Novato, CA for retreats, classes and seminars on character formation, philosophy, theology and personal development in collaboration with the Personal Prelature of the Catholic Church, Opus Dei, which provides teachers, counselors, etc. for activities.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
Run by 8 volunteers and 10 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $36K a year · 6% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 5.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $16
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 10 voting members
Concern: none of 10 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$722K
-0.7% vs prior year
Spent
$664K
To programs
77%
Net assets
$2.2M
By yearFY2020–FY2025
Revenue
$722K
FY2025▼ -0.7%
Tap a bar for its year
Revenue by fiscal year
FY2020$703K
FY2021$556K
FY2022$536K
FY2023$595K
FY2024$727K
FY2025$722K
Expenses
$664K
FY2025▼ -19%
Tap a bar for its year
Expenses by fiscal year
FY2020$403K
FY2021$663K
FY2022$766K
FY2023$740K
FY2024$816K
FY2025$664K
Net assets
$2.2M
FY2025▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.7M
FY2021$2.6M
FY2022$2.4M
FY2023$2.3M
FY2024$2.2M
FY2025$2.2M

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $513K Management & general 23% · $151K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Craig Deasy
Secretary
$0Pt VII · Sec A
Kevin Heaney
President
$0Pt VII · Sec A
Barbara Finzen
Vice-President
$0Pt VII · Sec A
See Trumbull Manor INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Hosts retreats and classes on character, philosophy, theology, and personal growth.

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Provided by the organization

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2 programs · $513K · in their own filed words · FY2025
01

Seminars

philosophical, cultural, theological instruction to help one be of greater service to family and society.

$415Kprogram expense
02

Retreats

Spiritual retreats stressing ways to improve one's love for God in fulfilling one's daily responsibilities.

$97Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Amazonsmile FoundationFY2023$16
Total grants receivedfrom 1 funder$16

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$722K
Ln 12
Fees for servicesLn 2g$620K
Gifts and grantsLn 1h$102K
Other incomeLn 4–11$134
Money outPt IX
$664K
Ln 25
Programscol B$513K
Managementcol C$151K
Owns and owesPt X
$2.2M
net assets · Ln 32
Cash and savingsLn 1–2$313K
Total assetsLn 16$2.2M
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$102K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$620K
Investment incomeLn 3$15
Other incomeLn 4–11$134
Total revenueLn 12$722K
Assets in detailPt X, end of year
CashLn 1$76K
SavingsLn 2$237K
Cash and savings togetherLn 1–2$313K
Land, buildings, equipmentLn 10c$1.9M
Total assetsLn 16$2.2M
LiabilitiesLn 26$0
Net assetsLn 32$2.2M
OperationsPt I, VI
EmployeesI 510
VolunteersI 68
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$136K$313K
Land, buildings, equipmentLn 10c$2.0M$1.9M
Total assetsLn 16$2.2M$2.2M
LiabilitiesLn 26$0$0
Net assetsLn 32$2.2M$2.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$277K$277K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$13K$13K
Payroll taxesLn 10$23K$23K
Accounting feesLn 11c$6K$6K
Office expensesLn 13$24K$24K
OccupancyLn 16$175K$175K
TravelLn 17$402$402
Depreciation, depletion and amortizationLn 22$118K$118K
InsuranceLn 23$27K$27K
Total functional expensesLn 25$664K$513K$151K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $722K$664K$58K$2.2M 990 PDF
FY2024 $727K$816K−$89K$2.2M 990 PDF
FY2023 $595K$740K−$145K$2.3M 990 PDF
FY2022 $536K$766K−$230K$2.4M 990 PDF
FY2021 $556K$663K−$107K$2.6M 990 PDF
FY2020 $703K$403K$300K$2.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $721,670 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $141,242$101,523
I-9 Program service revenuePrior year $585,282$619,998
I-10 Investment incomePrior year $3$15
I-11 Other revenuePrior year $261$134
I-12 Total revenuePrior year $726,788$721,670
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $412,188$313,104
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $403,532$350,859
I-18 Total expensesPrior year $815,720$663,963
I-19 Revenue less expensesPrior year −$88,932$57,707
Part VI · Governance 0 of 10 board members independent, 4 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $721,670 across 11 lines filed
Lines not itemized here account for $620,132 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$101,523
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$101,523
VIII-3 Investment incomeRelated to mission $15 · Unrelated business $0 · Excluded from tax $0$15
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $620,147 · Unrelated business $0 · Excluded from tax $0$721,670
Part IX · Statement of functional expenses $663,963 across 10 lines filed
IX-7 Other salaries and wagesPrograms $276,725$276,725
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $12,923$12,923
IX-10 Payroll taxesPrograms $23,456$23,456
IX-11c Accounting feesManagement $5,868$5,868
IX-13 Office expensesPrograms $24,475$24,475
IX-16 OccupancyPrograms $174,574$174,574
IX-17 TravelPrograms $402$402
IX-22 Depreciation, depletion and amortizationManagement $118,490$118,490
IX-23 InsuranceManagement $27,050$27,050
IX-25 Total functional expensesPrograms $512,555 · Management $151,408 · Fundraising $0$663,963
Part X · Balance sheet $2,227,730 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $61,573$75,855
X-2 Savings and temporary cash investmentsStart of year $74,858$236,772
X-10c Land, buildings and equipment, netStart of year $2,033,592$1,915,103
X-16 Total assetsStart of year $2,170,023$2,227,730
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $2,170,023$2,227,730
X-33 Total liabilities and net assetsStart of year $2,170,023$2,227,730
Part XI · Reconciliation of net assets $2,227,730 net assets at year end
XI-1 Total revenue$721,670
XI-2 Total expenses$663,963
XI-3 Revenue less expenses$57,707
XI-4 Net assets at start of year$2,170,023
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,227,730

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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