Alexander House Foundation FY2024 filing

Tax-deductible

Santa Barbara, CA501(c)(3)Since 1940Human ServicesEIN 95-1190502Revenue $123K in FY2024

On file with the IRSPo Box 23642, 93121-3642 · Santa Barbara, CATax-exempt since Aug 1940Publicly supported — 509(a)(2)

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Assist needy elderly individuals to maintain housing through grants and subsidies

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2024 · 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
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $19K a year · 12% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 3.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $35K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$483
0.02% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
1
of 1 voting members
Looks good: 1 of 1 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$123K
-7% vs prior year
Spent
$178K
To programs
87%
Net assets
$2.7M
By yearFY2021–FY2026
Revenue
$123K
FY2024▼ -7%
Tap a bar for its year
Revenue by fiscal year
FY2021$181K
FY2022$191K
FY2023$133K
FY2024$123K
FY2025$152K
FY2026$201K
Expenses
$178K
FY2024▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2021$218K
FY2022$187K
FY2023$174K
FY2024$178K
FY2025$170K
FY2026$165K
Net assets
$2.7M
FY2024▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2021$2.8M
FY2022$2.8M
FY2023$2.8M
FY2024$2.7M
FY2025$2.7M
FY2026$2.8M

From the FY2024 Form 990 (year ending June 2024) · see the original

990 PDF Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Aug 1940.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $155K Management & general 12% · $22K Fundraising 1% · $2K

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

1 person listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
President/Treasurer
$0Pt VII · Sec A
See Alexander House Foundation 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 15aYes

Programs and updates

Helps elderly individuals with household expenses and support.

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Provided by the organization

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1 program · $155K · in their own filed words · FY2023
01

Provided support and grants on a monthly basis for needy elderly individuals to assist them in maintaining a household. Served 23 clients.

$155Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 4 funders →
Grants paid · 4 grants · $498K · 2020–2024
Unitemized GrantFY2024$107,460
Unitemized GrantFY2023$118,966
Unitemized GrantFY2021$122,584
Unitemized GrantFY2020$149,160

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$123K
Ln 12
Investment incomeLn 3$98K
Gifts and grantsLn 1h$24K
Other incomeLn 4–11$6
Money outPt IX
$178K
Ln 25
Programscol B$155K
Managementcol C$22K
Fundraisingcol D$2K
Owns and owesPt X
$2.7M
net assets · Ln 32
Cash and savingsLn 1–2$55K
Total assetsLn 16$2.7M
LiabilitiesLn 26$483
PeoplePt VI, VII
1
listed · VII A
PaidVII A0
Voting boardVI 1a1
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$24K
Investment incomeLn 3$98K
Other incomeLn 4–11$6
Gains on assetsLn 7$1K
Total revenueLn 12$123K
Assets in detailPt X, end of year
CashLn 1$12K
SavingsLn 2$43K
Cash and savings togetherLn 1–2$55K
InvestmentsLn 11–13$2.7M
Total assetsLn 16$2.7M
LiabilitiesLn 26$483
Net assetsLn 32$2.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
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 FY24End FY24
Cash and savingsLn 1–2$143K$55K
InvestmentsLn 11–13$2.6M$2.7M
Total assetsLn 16$2.8M$2.7M
LiabilitiesLn 26$505$483
Net assetsLn 32$2.8M$2.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$119K$119K
Other salaries and wagesLn 7$24K$24K
Payroll taxesLn 10$2K$2K
Accounting feesLn 11c$5K$5K
Professional fundraising feesLn 11e$2K$2K
Investment management feesLn 11f$22K$22K
Other fees for servicesLn 11g$150$150
Office expensesLn 13$1K$1K
TravelLn 17$96$96
Other expenses (24a–d)Ln 24$3K$3K
Total functional expensesLn 25$178K$155K$22K$2K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest $201K$165K$35K$2.8M 990 PDF
FY2025 $152K$170K−$18K$2.7M 990 PDF
FY2024 Viewing $123K$178K−$55K$2.7M 990 PDF
FY2023 $133K$174K−$42K$2.8M 990 PDF
FY2022 $191K$187K$3K$2.8M 990 PDF
FY2021 $181K$218K−$37K$2.8M 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 FY2024 990 (6 parts)
Part I · Summary $122,856 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $31,000$24,500
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $101,730$98,350
I-11 Other revenuePrior year $14$6
I-12 Total revenuePrior year $132,744$122,856
I-13 Grants and similar amounts paidPrior year $112,639$118,966
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $27,596$26,155
I-16a Professional fundraising feesPrior year $3,135$1,876
I-17 Other expensesPrior year $31,105$31,138
I-18 Total expensesPrior year $174,475$178,135
I-19 Revenue less expensesPrior year −$41,731−$55,279
Part VI · Governance 1 of 1 board members independent, 3 to look at
VI-1a Voting members of the governing body1
VI-1b Independent voting members1
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $122,856 across 6 lines filed
VIII-1f All other contributions, gifts and grants$24,500
VIII-1h Total contributions, gifts and grants$24,500
VIII-3 Investment incomeExcluded from tax $97,057$97,057
VIII-5 RoyaltiesExcluded from tax $6$6
VIII-7 Net gain or loss on sales of assetsRelated to mission $1,293$1,293
VIII-12 Total revenueRelated to mission $1,293 · Unrelated business $0 · Excluded from tax $97,063$122,856
Part IX · Statement of functional expenses $178,135 across 10 lines filed
IX-2 Grants to domestic individualsPrograms $118,966$118,966
IX-7 Other salaries and wagesPrograms $24,300$24,300
IX-10 Payroll taxesPrograms $1,855$1,855
IX-11c Accounting feesPrograms $4,511$4,511
IX-11e Professional fundraising feesFundraising $1,876$1,876
IX-11f Investment management feesManagement $21,683$21,683
IX-11g Other fees for servicesPrograms $150$150
IX-13 Office expensesPrograms $1,499$1,499
IX-17 TravelPrograms $96$96
IX-24 Other expenses (24a–d)Programs $3,199$3,199
IX-25 Total functional expensesPrograms $154,576 · Management $21,683 · Fundraising $1,876$178,135
Part X · Balance sheet $2,736,123 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $21,819$11,852
X-2 Savings and temporary cash investmentsStart of year $120,721$43,465
X-11 Publicly traded securitiesStart of year $2,648,883$2,680,806
X-16 Total assetsStart of year $2,791,423$2,736,123
X-25 Other liabilitiesStart of year $505$483
X-26 Total liabilitiesStart of year $505$483
X-32 Total net assets or fund balancesStart of year $2,790,918$2,735,640
X-33 Total liabilities and net assetsStart of year $2,791,423$2,736,123
Part XI · Reconciliation of net assets $2,735,640 net assets at year end
XI-1 Total revenue$122,856
XI-2 Total expenses$178,135
XI-3 Revenue less expenses−$55,279
XI-4 Net assets at start of year$2,790,918
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$2,735,640

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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