CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC (EIN 80-0146395)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-02
- IRS object ID
- 201613079349300146
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-02T11:18:31-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954611603 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENSIEK & CARON CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SIERRA MADRE VILLA 303 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800146395 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 6265746622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 WEST HUNTINGTON DRIVE | AddressLine1Txt |
| City | ARCADIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUCINDA MANDELLA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6265746622 | PhoneNum |
| Signature | 2016-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY B HENSIEK | PreparerPersonNm |
| PTIN | P00163798 | PTIN |
| Phone | 6267929988 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LUCINDA MANDELLA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 WEST HUNTINGTON DRIVE | AddressLine1Txt |
| City | ARCADIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $828,111 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARMA4HORSES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | CARMA GRANTS FUNDS TO THOROUGHBRED RETIREMENT FACILITIES TO SUPPORT THE CARE AND RETRAINING OF HORSES WHOSE CAREERS HAVE ENDED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $627,187 | PYContributionsGrantsAmt |
| CY Contributions Grants | $805,070 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,551 | PYInvestmentIncomeAmt |
| CY Investment Income | -$7,780 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $630,738 | PYTotalRevenueAmt |
| CY Total Revenue | $797,290 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $503,397 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $503,532 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $105,714 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $127,442 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $27,681 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $88,664 | PYOtherExpensesAmt |
| CY Other Expenses | $201,694 | CYOtherExpensesAmt |
| PY Total Expenses | $697,775 | PYTotalExpensesAmt |
| CY Total Expenses | $832,668 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$67,037 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$35,378 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $701,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $682,236 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,267 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,441 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $700,173 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $664,795 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CARMA GRANTS FUNDS TO THOROUGHBRED RETIREMENT FACILITIES TO SUPPORT THE CARE AND RETRAINING OF HORSES WHOSE CAREERS HAVE ENDED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $748,970 | ExpenseAmt |
| Grant | $503,532 | GrantAmt |
| Desc | GRANT GIVING TO ORGANIZATIONS THAT SUPPORT THE RETRAINING AND RETIREMENT OF THOROUGHBRED RACE HORSES. | Desc |
| Total Program Service Expenses | $748,970 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6265746622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 WEST HUNTINGTON DRIVE | AddressLine1Txt |
| City | ARCADIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JENNIFER HAGEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RON CHARLES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD ZUCKER | ||||||
| AT-LARGE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR JEFF BLEA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTY CHAPMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BILLY KOCH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MADELINE AUERBACH | ||||||
| FOUNDERS CHAIR | 4.00 | $0 | $0 | $0 | Yes (X) | |
| MARSHA NAIFY | ||||||
| PRESIDENT | 4.00 | $0 | $0 | $0 | Yes (X) | |
| JAN HAWTHORNE | ||||||
| SECRETARY | 4.00 | $0 | $0 | $0 | Yes (X) | |
| SAMANTHA SIEGEL | ||||||
| VICE PRESIDENT | 4.00 | $0 | $0 | $0 | Yes (X) | |
| CANDACE CODER-CHEW | ||||||
| TREASURER | 4.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $51,304 | FundraisingAmt |
| All Other Contributions | $753,766 | AllOtherContributionsAmt |
| Total Contributions | $805,070 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,780 | TotalRevenueColumnAmt |
| Exclusion | -$7,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $30,821 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $51,304 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $30,821 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $797,290 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$7,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,532 | TotalAmt |
| Program Services | $503,532 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,411 | TotalAmt |
| Program Services | $48,186 | ProgramServicesAmt |
| Management And General | $21,390 | ManagementAndGeneralAmt |
| Fundraising | $18,835 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,031 | TotalAmt |
| Program Services | $21,192 | ProgramServicesAmt |
| Management And General | $9,228 | ManagementAndGeneralAmt |
| Fundraising | $8,611 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,280 | TotalAmt |
| Management And General | $3,280 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,084 | TotalAmt |
| Program Services | $85,477 | ProgramServicesAmt |
| Management And General | $607 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,117 | TotalAmt |
| Program Services | $419 | ProgramServicesAmt |
| Management And General | $1,698 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,110 | TotalAmt |
| Program Services | $632 | ProgramServicesAmt |
| Management And General | $6,243 | ManagementAndGeneralAmt |
| Fundraising | $235 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,234 | TotalAmt |
| Program Services | $510 | ProgramServicesAmt |
| Management And General | $724 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,516 | TotalAmt |
| Program Services | $417 | ProgramServicesAmt |
| Management And General | $3,099 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,156 | TotalAmt |
| Program Services | $1,806 | ProgramServicesAmt |
| Management And General | $350 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,623 | TotalAmt |
| Program Services | $1,340 | ProgramServicesAmt |
| Management And General | $4,283 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM SUPPLIES | $84,816 | $84,816 | |
| BANK FEES | $3,024 | $73 | $2,951 |
| DUES AND SUBSCRIPTIONS | $1,420 | $70 | $1,350 |
| PRINTING AND POSTAGE | $1,314 | $500 | $814 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $832,668 | TotalAmt |
| Program Services | $748,970 | ProgramServicesAmt |
| Management And General | $56,017 | ManagementAndGeneralAmt |
| Fundraising | $27,681 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,430 | BOYAmt |
| EOY | $392,695 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,142 | BOYAmt |
| EOY | $35,473 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,868 | BOYAmt |
| EOY | $254,068 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $701,440 | BOYAmt |
| EOY | $682,236 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,267 | BOYAmt |
| EOY | $17,441 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,267 | BOYAmt |
| EOY | $17,441 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,173 | BOYAmt |
| EOY | $664,795 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,173 | BOYAmt |
| EOY | $664,795 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $701,440 | BOYAmt |
| EOY | $682,236 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$35,378 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $367,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $468,728 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $517,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $607,677 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $694,480 | CurrentTaxYearAmt |
| Total | $2,655,873 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $367,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $468,728 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $517,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $607,677 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $694,480 | CurrentTaxYearAmt |
| Total | $2,655,873 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $400,693 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,255,180 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,472 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$7,780 | CurrentTaxYearAmt |
| Total | $36,673 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,692,546 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $844,972 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENTS | Desc |
| Book Value | $254,068 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $254,068 | TotalBookValueSecuritiesAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $82,125 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $51,304 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,821 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $24,178 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $2,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,643 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $82,125 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $51,304 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $30,821 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,178 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $2,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,643 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,821 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WHISPERING MEADOWS RANCH | ||||||||
| 34843 TEMECULA PKWY E122 | TEMECULA | CA | 92592 | 501(C)(3) | $12,447 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| CANTER CALIFORNIA | ||||||||
| 260 LAS MIRADAS DRIVE | LOS GATOS | CA | 95032 | 501(C)(3) | $20,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| CA EQUINE RETIREMENT FOUNDATION | ||||||||
| 34033 KOODEN ROAD | WINCHESTER | CA | 92596 | 501(C)(3) | $30,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| GEVA | ||||||||
| PO BOX 2101 | GLEN ELLEN | CA | 95442 | 501(C)(3) | $35,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| HARMONY & HOPE HORSE HAVEN INC | ||||||||
| PO BOX 173 | RODEO | NM | 88506 | 501(C)(3) | $17,500 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| HEAVEN CAN WAIT EQUINE RESCUE & SANCTUARY | ||||||||
| PO BOX 5 | SAN MIGUEL | CA | 93451 | 501(C)(3) | $8,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| NEIGH SAVERS FOUNDATION INC | ||||||||
| 1547 PALOS VERDES MALL SUITE 259 | WALNUT CREEK | CA | 945972228 | 501(C)(3) | $25,385 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| EQUINE ENCORE FOUNDATION | ||||||||
| 3225 N EL BURRITO AVENUE | TUSCON | AZ | 85705 | 501(C)(3) | $50,700 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| SOUTHERN CALIFORNIA THOROUGHBRED RESCUE | ||||||||
| 635 HACIENDA DRIVE | NORCO | CA | 92860 | 501(C)(3) | $30,500 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| SQUARE PEG FOUNDATION | ||||||||
| PMB 402 80 CABRILLO HWY NORTH STE G | HALF MOON BAY | CA | 94019 | 501(C)(3) | $20,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | G |
| THOROUGHBRED REHAB CENTER INC | ||||||||
| 150 SAWPIT LANE | BRADBURY | CA | 91008 | 501(C)(3) | $30,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| TRANQUILITY FARM | ||||||||
| PO BOX 2101 | TEHACHAPI | CA | 93581 | 501(C)(3) | $25,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| TROTT USA | ||||||||
| 27086 LOST COLD DRIVE | LAGUNA HILLS | CA | 92653 | 501(C)(3) | $10,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| UNITED PEGASUS FOUNDATION | ||||||||
| PO BOX 173 | TEHACHAPI | CA | 93581 | 501(C)(3) | $80,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| OLD FRIENDS INC | ||||||||
| 1841 PAYNES DEPOT ROAD | GEORGETOWN | KY | 40324 | 501(C)(3) | $25,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| SAVING HORSES INC | ||||||||
| 8840 HUNTER PASS | ALPINE | CA | 91901 | 501(C)(3) | $2,500 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| AFTER THE HOMESTRETCH | ||||||||
| 3939 W MARIPOSA GRANE | GLENDALE | AZ | 85310 | 501(C)(3) | $12,500 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| HUMANITY FOR HORSES | ||||||||
| PO BOX 1510 | MOUNT SHASTA | CA | 96067 | 501(C)(3) | $28,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| AUCTION HORSE RESCUE | ||||||||
| 18034 VENTURA BLVD 291 | ENCINO | CA | 91316 | 501(C)(3) | $7,500 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDSSUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| LOS ANGELES PET RESCUE | ||||||||
| 10856 FARRALONE AVENUE | CHATSWORTH | CA | 91311 | 501(C)(3) | $10,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| REDWINGS HORSE SANCTUARY | ||||||||
| PO BOX 58 | LOCKWOOD | CA | 93932 | 501(C)(3) | $10,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| WHITE ROCK HORSE RESCUE | ||||||||
| 733 GERONIMO TRAIL | YUCCA VALLEY | CA | 92284 | 501(C)(3) | $5,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| ALL VEGAS HORSES | ||||||||
| 5824 KANE HOLLY STREET | LAS VEGAS | NV | 89130 | 501(C)(3) | $1,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| HEAVENLY HORSE HAVEN INC | ||||||||
| PO BOX 391998 | ANZA | CA | 95239 | 501(C)(3) | $2,500 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
| HOPE FOR HORSES INC | ||||||||
| 10576 ARNO ROAD | GALT | CA | 95632 | 501(C)(3) | $5,000 | CASH | SUPPORT THE RETIREMENT AND REHAB OF THOROUGHBREDS | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS HAS GIVEN THE AUTHORITY TO REVIEW AND SIGN THE ANNUAL INFORMATION RETURN TO THE PRESIDENT OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | DURING THE FIRST BOARD MEETING OF THE YEAR, THE CONFLICT OF INTEREST POLICY IS SIGNED BY ALL BOARD MEMBERS. AT SUBSEQUENT BOARD MEETINGS THE BOARD IS QUESTIONED ABOUT THE ANY POSSIBLE NEW CONFLICTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 990 AND GOVERNING DOCUMENTS ARE AVAILABLE TO THOSE WHO REQUEST IT DURING NORMAL BUSINESS HOURS AT THE BUSINESS OFFICE. |
| FORM 990, PART IX, LINE 11G | OTHER: PROGRAM SERVICE EXPENSES 2,250. MANAGEMENT AND GENERAL EXPENSES 607. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,857. PLACEMENT PROGRAM: PROGRAM SERVICE EXPENSES 83,227. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,227. |
Comments