2024-05-09T14:59:31-05:00 2023-12-31 330850406 REDWITZ INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 990 2023-01-01 953351363 JF SHEA THERAPEUTIC RIDING CENTER INC FKA FRAN JOSWICK THERAP RIDING CTR INC JFSH 9492408441 26284 OSO ROAD SAN JUAN CAPISTRANO CA 92675 DANA BUTLER-MOBURG CHIEF EXECUTIVE OFFICER 9492408441 2024-05-09 1 DANA BUTLER-MOBURG 999009999 0 JULIE INCORVINA CPA CFE P00434320 9497531514 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z DANA BUTLER-MOBURG 26284 OSO ROAD SAN JUAN CAPISTRANO CA 92675 10070973 0 X WWW.SHEACENTER.ORG X 1978 CA PROVIDE THERAPEUTIC HORSEBACK RIDING FOR DISABLED. 22 22 72 750 0 0 5465552 8432498 894258 988080 157041 266686 -246465 -247622 6270386 9439642 0 0 0 0 3674402 4278203 0 0 1534010 2138423 2449315 5812825 6727518 457561 2712124 18164111 21787598 323266 521135 17840845 21266463 X PROVIDE THERAPEUTIC HORSEBACK RIDING FOR DISABLED. 0 0 4769351 988080 THE J. F. SHEA THERAPEUTIC RIDING CENTER, INC. (THE SHEA CENTER), HOME OF THE FRAN JOSWICK THERAPEUTIC RIDING PROGRAM, IS A NONPROFIT CALIFORNIA CORPORATION, ORGANIZED IN 1978. THE SHEA CENTER PROVIDES THERAPEUTIC RIDING AND EQUINE ASSISTED THERAPY, WHICH ARE MEDICALLY RECOGNIZED FORMS OF THERAPEUTIC INTERVENTION FOR A NUMBER OF DISABILITIES.THE SHEA CENTER'S CLIENTS HAVE COGNITIVE OR PHYSICAL DISABILITIES, SUCH AS CEREBRAL PALSY, LEARNING DISABILITIES, DOWN SYNDROME, MULTIPLE SCLEROSIS, SPINAL CORD OR HEAD INJURIES, AND AUTISM. THE SHEA CENTER HAS PARTNERSHIPS WITH OTHER SERVICE ORGANIZATIONS AND LOCAL SCHOOL DISTRICTS, AND IS ALSO AN INTERNATIONAL TRAINING FACILITY FOR THE INDUSTRY.THE SHEA CENTER ALSO PROVIDES MENTAL HEALTH SERVICES THROUGH EQUINE ASSISTED LEARNING AND EQUINE FACILITATED PSYCHOTHERAPY PROGRAMS CONDUCTED BY A LICENSED MENTAL HEALTH PROFESSIONAL ON STAFF. ADDITIONALLY, THE SHEA CENTER PARTNERS WITH LOCAL VETERANS CENTERS TO PROVIDE EQUINE ASSISTED ACTIVITIES AND THERAPIES FOR COMBAT VETERANS AND FAMILY MEMBERS. 4769351 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 72 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X WALLACE CHAN 9492408441 26284 OSO ROAD SAN JUAN CAPISTRANO CA 92675 AMBER OFFIELD SECRETARY 1.00 X X 0 0 0 BONNIE EASTMAN VICE CHAIR - DEVELOPMENT 1.00 X X 0 0 0 GILBERT AGUIRRE MEMBER AT LARGE EXEC COMM 1.00 X 0 0 0 GREG TALBOTT BOARD CHAIR 1.00 X X 0 0 0 JEFF CUNNINGHAM MEMBER AT LARGE EXEC COMM 1.00 X 0 0 0 JENNY KLEIN MEMBER AT LARGE EXEC COMM 1.00 X 0 0 0 JIM WASHBURN MEMBER AT LARGE 1.00 X 0 0 0 MARCIA JAGER MEMBER AT LARGE 1.00 X 0 0 0 MARK ALDRICH MEMBER AT LARGE EXEC COMM 1.00 X 0 0 0 MONSIGNOR ART HOLQUIN MEMBER AT LARGE 1.00 X 0 0 0 SUSAN CHANEY IMMEDIATE PAST BOARD CHAIR 1.00 X X 0 0 0 SUSIE ROOF MEMBER AT LARGE EXEC COMM 1.00 X 0 0 0 TONY GREGORY VICE CHAIR - PLANNING 1.00 X X 0 0 0 JILL SCHRIBER MEMBER AT LARGE 1.00 X 0 0 0 ARON TAYLOR MEMBER AT LARGE 1.00 X 0 0 0 MEG APPLEGATE MEMBER AT LARGE 1.00 X 0 0 0 BRYAN CONIGLIO MEMBER AT LARGE 1.00 X 0 0 0 BETSY KING MEMBER AT LARGE 1.00 X 0 0 0 PAUL O'MARA MEMBER AT LARGE 1.00 X 0 0 0 STEVE STAMBAUGH TREASURER 1.00 X 0 0 0 ASHLEY FISHER MEMBER AT LARGE 1.00 X 0 0 0 ERIN HOEFER MEMBER AT LARGE 1.00 X 0 0 0 DANA BUTLER-MOBURG CHIEF EXECUTIVE OFFICER 40.00 X 216615 0 24569 JANELLE ROBINSON CHIEF PROGRAM OFFICER 40.00 X 124394 0 13071 WALLACE CHAN CHIEF OPERATING OFFICER 40.00 X 139216 0 14797 AGNES MCGLONE SWANSON CHIEF PHILANTHROPY OFFICER 40.00 X 130999 0 4073 SONYA VIOLETTE DONOR RELATIONS DIRECTOR 1.00 X 104984 0 12031 KAREN YAMASAKI OCCUPATIONAL THERAPIST 1.00 X 106592 0 3249 822800 0 71790 6 0 1 0 0 1923791 6508707 40800 8432498 THERAPEUTIC RIDING 624100 984080 984080 BOARDING FEES 900099 4000 4000 988080 266686 266686 54288 0 54288 54288 54288 329421 1923791 631331 -301910 -301910 9439642 54288 0 952856 611224 300751 114489 195984 2987514 2213382 159476 614656 394118 280690 34791 78637 285347 200896 20684 63767 70812 70812 26165 26165 550748 490973 24928 34847 126115 86575 6086 33454 476216 401398 12017 62801 49877 49440 437 REPAIRS & MAINTENANCE 197308 187145 1932 8231 FEED AND HORSE CARE 179941 179941 OTHER CAMPAIGN DIRECT E 170627 170627 MARKETING 141616 30652 6806 104158 459890 276696 16346 166848 6727518 4769351 424157 1534010 3043879 3695612 4747346 6852184 406841 1011467 247250 58304 170561 159190 15380209 5519041 9400880 9861168 36000 36000 111354 113673 18164111 21787598 227772 401448 95494 119687 323266 521135 X 9061685 8885107 8779160 12381356 17840845 21266463 18164111 21787598 2712124 489144 224350 0 X 0 1 X 1 0 X 6373450 3370756 3951453 5465552 8406698 27567909 6373450 3370756 3951453 5465552 8406698 27567909 6763636 20804273 65731 58654 27016 157041 266686 575128 28143037 0.73920 0.83650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4747346 1654100 682204 205653 25813 6852184 2341095 3051408 -621965 23192 4747346 2027791 120400 203783 10879 2341095 1217393 564860 252908 7370 2027791 548401 509510 162516 3034 1217393 0.09422 0.87369 0.03209 0 0 3725672 3725672 7188378 3067009 4121369 2111822 1198540 913282 1934561 1067917 866644 419776 185575 234201 9861168 X 10784467 489144 224350 631331 1344825 9439642 0 9439642 7358849 631331 631331 6727518 0 6727518 PART X, LINE 2: MANAGEMENT OF THE SHEA CENTER CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES THE LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR UPON EXAMINATION BY TAX AUTHORITIES, INCLUDING CHANGES TO THE ORGANIZATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE SHEA CENTER MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS SUBJECT TO THE UNRELATED BUSINESS INCOME TAX THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SHEA CENTER'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 631,331. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 631,331. BLACK TIE GALA 913529 729476 184053 187393 90129 69729 BARBEQUE 1339683 1194315 145368 135552 111082 105386 114719 2253212 1923791 329421 322945 111082 195515 184448 813990 -484569 X 0 0 0 0 0 0 0 0 0 DANA BUTLER-MOBURG CHIEF EXECUTIVE OFFICER 216615 0 0 0 0 0 0 0 24569 0 241184 0 0 0 WALLACE CHAN CHIEF OPERATING OFFICER 139216 0 0 0 0 0 0 0 14797 0 154013 0 0 0 X HORSES 5 35000 FMV X EQUIPMENT 2 5800 FMV 0 0 0 PART I, COLUMN (B): DONATED HORSES OF SUNNY, MURRAY, MAC AND CHEESE, ARTEX, AND GINGER. DONATED OFFICE FURNITURE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY EACH YEAR. THE BOARD CHAIR IS INFORMED AND AWARE OF ANY CONFLICTING INTERESTS THAT EXIST WITH BOARD MEMBERS AND EXCLUDES SAID MEMBERS FROM CASTING VOTES TO MOTIONS THAT INVOLVE THEM. THE CHIEF EXECUTIVE OFFICER CLOSELY MONITORS THE ASSOCIATIONS AND RELATIONSHIPS OF ALL EMPLOYEES, COMMITTEE MEMBERS, VENDORS, DONORS, AND OTHER PARTIES ASSOCIATED WITH THE SHEA CENTER. ANY IDENTIFIED POTENTIAL CONFLICTS ARE CONSIDERED AND ANY SIGNIFICANT POTENTIAL CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE BOARD. THE CEO ALSO SIGNS ALL CONTRACTS ON BEHALF OF THE ORGANIZATION AND INQUIRES ABOUT POTENTIAL CONFLICTS BEFORE GIVING HER AUTHORIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD AGAINST THE MARKET RATES FOR SIMILAR ENTERPRISES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ANNUAL REPORT AVAILABLE TO THE PUBLIC ON ITS WEBSITE, WITH ITS FINANCIAL STATEMENTS AND FORM 990S AVAILABLE UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ONLY AVAILABLE TO THE EMPLOYEES.