The Loel Foundation
The Loel Foundation is a private foundation, based in Lodi, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.5M in total assets. In 2024, it made $953K in qualifying distributions. Net investment income was $167K.
The Loel Foundation at a glance
- Total assets
- $6,521,944
- -3.0% vs 2023
- Revenue (2024)
- $1,302,886
- -42.8% vs 2023
- Qualifying distributions (2024)
- $953,243
- +4.8% vs 2023
- Expenses (2024)
- $1,143,636
- +12.7% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|
| 2024 | $6,521,944 | $1,302,886 | $1,143,636 | $953,243 | $166,843 |
| 2023 | $6,727,098 | $2,278,255 | $1,014,440 | $909,979 | $156,864 |
| 2022 | $4,904,455 | $1,110,437 | $986,937 | $882,150 | $164,682 |
| 2021 | $5,144,850 | $1,490,815 | $829,981 | $725,886 | $203,048 |
| 2020 | $4,458,479 | $791,914 | $835,702 | — | $150,817 |
Leadership & Key People
Officers and directors from IRS filings
The Loel Foundation is led by Janelle Wilkinson, President & CEO on the 2024 filing; none of the 10 officers listed in 2024 report compensation.
Officers on the 2024 filing
Janelle Wilkinson
President & CEO
New on the 2024 filing
40 hrs/week
No compensation reported
Jennifer Miller
Chairman
Director → Chairman, 2024
On filings since 2022
2 hrs/week
No compensation reported
Kate Diehl
Director
Vice Chairman → Chairman, 2021
Chairman → Director, 2022
On filings since 2020
2 hrs/week
No compensation reported
Mark Wallace
Director
On filings since 2020
2 hrs/week
No compensation reported
Ralph Cesena
Director
Vice Chairman → Chairman, 2023
Chairman → Director, 2024
On filings since 2020
2 hrs/week
No compensation reported
Ryan Holz
Director
On filings since 2020
2 hrs/week
No compensation reported
Tim Ortegel
Director
Vice Chairman → Chairman, 2022
Chairman → Director, 2023
On filings since 2020
2 hrs/week
No compensation reported
Tod Patterson
Director
Director → Vice Chairman, 2023
Vice Chairman → Director, 2024
On filings since 2021
2 hrs/week
No compensation reported
Daphne Felde
Secretary & Treasurer
Secretary → Secretary & Treasurer, 2022
On filings since 2020
2 hrs/week
No compensation reported
Loris Bakken
Vice Chairman
Director → Vice Chairman, 2024
On filings since 2020
2 hrs/week
No compensation reported
Former officers (13)
- Former: Marjory Schrenk (2021–2023) — President & CEO
- Former: Bill Dauer (2023) — Director
- Former: Debra Green (2023) — Director
- Former: Frank Pegg (2023) — Director
- Former: James Demera (2023) — Director
- Former: Michael McCay (2023) — Director
- Former: Teresa Locke (2023) — Director
- Former: Jessica Ramirez (2020–2022) — Director
- Former: Daryl Petrick (2020–2021) — Director
- Former: Tracy Williams (2020–2021) — Immediate Past President
- Former: Jennifer Ferraiolo (2021) — Director
- Former: Chris Jacobson (2020) — Director
- Former: Melissa Stroud (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Loel Foundation
How large is The Loel Foundation?
The Loel Foundation reported $6.5M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $1.3M.
What is The Loel Foundation's EIN?
The Loel Foundation's EIN (Employer Identification Number) is 94-2412399. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Figures come from The Loel Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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