Alexander House Foundation FY2025 filing

Tax-deductible

Santa Barbara, CA501(c)(3)Since 1940Human ServicesEIN 95-1190502Revenue $152K in FY2025

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.
99¢ 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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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
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
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 9.7 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
$524
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
$152K
+24% vs prior year
Spent
$170K
To programs
99%
Net assets
$2.7M
By yearFY2021–FY2026
Revenue
$152K
FY2025▲ +24%
Tap a bar for its year
Revenue by fiscal year
FY2021$181K
FY2022$191K
FY2023$133K
FY2024$123K
FY2025$152K
FY2026$201K
Expenses
$170K
FY2025▼ -5%
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
FY2025▼ -0.7%
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 FY2025 Form 990 (year ending June 2025) · see the original

990 PDF Claim
You’re viewing the FY2025 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

99 cents of each dollar spent went to programs.

Program services 99% · $168K 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 (FY2024); the FY2025 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 · in their own filed words · FY2024
01

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

Pt IX · col B

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 FY2025 990, line by line.

1The main four
Money inPt VIII
$152K
Ln 12
Investment incomeLn 3$113K
Gifts and grantsLn 1h$39K
Other incomeLn 4–11$10
Money outPt IX
$170K
Ln 25
Programscol B$168K
Fundraisingcol D$2K
Owns and owesPt X
$2.7M
net assets · Ln 32
Cash and savingsLn 1–2$138K
Total assetsLn 16$2.7M
LiabilitiesLn 26$524
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$39K
Investment incomeLn 3$113K
Other incomeLn 4–11$10
Gains on assetsLn 7$16K
Total revenueLn 12$152K
Assets in detailPt X, end of year
CashLn 1$10K
SavingsLn 2$127K
Cash and savings togetherLn 1–2$138K
InvestmentsLn 11–13$2.6M
Total assetsLn 16$2.7M
LiabilitiesLn 26$524
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 FY25End FY25
Cash and savingsLn 1–2$55K$138K
InvestmentsLn 11–13$2.7M$2.6M
Total assetsLn 16$2.7M$2.7M
LiabilitiesLn 26$483$524
Net assetsLn 32$2.7M$2.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$107K$107K
Other salaries and wagesLn 7$26K$26K
Payroll taxesLn 10$2K$2K
Accounting feesLn 11c$5K$5K
Professional fundraising feesLn 11e$2K$2K
Investment management feesLn 11f$23K$23K
Other fees for servicesLn 11g$105$105
Office expensesLn 13$973$973
TravelLn 17$184$184
Other expenses (24a–d)Ln 24$4K$4K
Total functional expensesLn 25$170K$168K$0$2K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest $201K$165K$35K$2.8M 990 PDF
FY2025 Viewing $152K$170K−$18K$2.7M 990 PDF
FY2024 $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 FY2025 990 (6 parts)
Part I · Summary $151,992 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $24,500$39,000
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $98,350$112,982
I-11 Other revenuePrior year $6$10
I-12 Total revenuePrior year $122,856$151,992
I-13 Grants and similar amounts paidPrior year $118,966$107,460
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $26,155$27,589
I-16a Professional fundraising feesPrior year $1,876$1,607
I-17 Other expensesPrior year $31,138$33,183
I-18 Total expensesPrior year $178,135$169,839
I-19 Revenue less expensesPrior year −$55,279−$17,847
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 $151,992 across 6 lines filed
VIII-1f All other contributions, gifts and grants$39,000
VIII-1h Total contributions, gifts and grants$39,000
VIII-3 Investment incomeExcluded from tax $96,796$96,796
VIII-5 RoyaltiesExcluded from tax $10$10
VIII-7 Net gain or loss on sales of assetsRelated to mission $16,186$16,186
VIII-12 Total revenueRelated to mission $16,186 · Unrelated business $0 · Excluded from tax $96,806$151,992
Part IX · Statement of functional expenses $169,839 across 10 lines filed
IX-2 Grants to domestic individualsPrograms $107,460$107,460
IX-7 Other salaries and wagesPrograms $25,500$25,500
IX-10 Payroll taxesPrograms $2,089$2,089
IX-11c Accounting feesPrograms $5,011$5,011
IX-11e Professional fundraising feesFundraising $1,607$1,607
IX-11f Investment management feesPrograms $23,252$23,252
IX-11g Other fees for servicesPrograms $105$105
IX-13 Office expensesPrograms $973$973
IX-17 TravelPrograms $184$184
IX-24 Other expenses (24a–d)Programs $3,658$3,658
IX-25 Total functional expensesPrograms $168,232 · Management $0 · Fundraising $1,607$169,839
Part X · Balance sheet $2,718,317 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $11,852$10,317
X-2 Savings and temporary cash investmentsStart of year $43,465$127,430
X-11 Publicly traded securitiesStart of year $2,680,806$2,580,570
X-16 Total assetsStart of year $2,736,123$2,718,317
X-25 Other liabilitiesStart of year $483$524
X-26 Total liabilitiesStart of year $483$524
X-32 Total net assets or fund balancesStart of year $2,735,640$2,717,793
X-33 Total liabilities and net assetsStart of year $2,736,123$2,718,317
Part XI · Reconciliation of net assets $2,717,793 net assets at year end
XI-1 Total revenue$151,992
XI-2 Total expenses$169,839
XI-3 Revenue less expenses−$17,847
XI-4 Net assets at start of year$2,735,640
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,717,793

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

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