2024-08-20T16:16:28-05:00 2023-09-30 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2022-10-01 956141173 RICHARD MYLES JOHNSON FOUNDATION RICH 8004721702 2855 E GUASTI ROAD 202 ONTARIO CA 917611250 TENA LOZANO EXECUTIVE DIRECTOR 8004721702 2024-08-12 1 1 VALENTINO CREUS CPA P01054153 8189549700 2022 2024-08-08 14:25:15Z TENA LOZANO 2855 E GUASTI ROAD 202 ONTARIO CA 917611250 624605 0 X WWW.RMJFOUNDATION.ORG X 1958 CA SUPPORT FINANCIAL EDUCATION EFFORTS OF CREDIT UNIONS IN CALIFORNIA AND NEVADA. 15 15 0 15 0 0 413472 478941 149200 130149 2482 15515 -87833 -109560 477321 515045 0 0 0 0 246571 270393 0 0 0 224156 246103 470727 516496 6594 -1451 638297 664983 79802 107939 558495 557044 THE RICHARD MYLES JOHNSON FOUNDATION SUPPORTS THE FINANCIAL EDUCATION EFFORTS OF CREDIT UNIONS WITH A SPECIAL FOCUS ON YOUTH FINANCIAL EDUCATION. DONATIONS ARE USED TO FUND MEANINGFUL YOUTH FINANCIAL EDUCATION PROJECTS. 0 0 345567 126349 THE FOUNDATION SUPPORTS THE "BITE OF REALITY", "BIZ KID$ AND OTHERCREDIT UNION PROGRAMS THAT SUPPORT FINANCIAL EDUCATION FOR YOUTH. 345567 1 1 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 CA X X LAURA HAPKE CONTROLLER AT PLEXCITY 8004698656 2100 E ROUTE 66 SUITE 101 GLENDORA CA 91740 HERI EDDIE GARCIA BOARD CHAIRMAN 1.00 X X 0 0 0 RAY MESLER BOARD VICE CHAIR 1.00 X X 0 0 0 VERONICA DANGERFIELD SECRETARY/TREASURER 1.00 X X 0 0 0 DAVE ADAMS DIRECTOR 0.50 X 0 0 0 TIFFANY DOTY DIRECTOR 0.50 X 0 0 0 DONNA DYER DIRECTOR 0.50 X 0 0 0 DIANA DYKSTRA DIRECTOR 0.50 X 0 0 0 ROBERT EINSTEIN DIRECTOR 0.50 X 0 0 0 ROB GREAFF DIRECTOR 0.50 X 0 0 0 CHRIS GUNNARE DIRECTOR 0.50 X 0 0 0 MIKE JONES DIRECTOR 0.50 X 0 0 0 HECTOR MARTIN DIRECTOR 0.50 X 0 0 0 LATRICE MCGLOTHIN DIRECTOR 0.50 X 0 0 0 KEVIN POSEY DIRECTOR 0.50 X 0 0 0 DANA SCHULLER DIRECTOR 0.50 X 0 0 0 TENA LOZANO EXECUTIVE DIRECTOR 40.00 X 0 126656 30939 0 126656 30939 0 0 1 0 MINDBLOWN LABS INNOVATION PARTNERS LLC 2233 PEACHTREE ROAD NORTHEAST UNIT ATLANTA GA 30309 ONLINE APP & WEBSITE SVS 102351 1 236279 242662 478941 APPLICATION CUSTOMIZAT 541511 130149 130149 130149 15515 15515 0 236279 109560 -109560 -109560 515045 130149 0 -94045 211789 211789 8637 8637 35131 35131 14836 14836 37092 37092 9555 9555 1080 1080 79035 70956 8079 5377 5377 4050 4050 4032 4032 1471 1471 2297 2297 BITE OF REALITY APP EXP 47247 47247 GRANT/PROGRAM EXPENSES 36619 225893 -189274 PROGRAM AWARENESS MISC 18248 18248 516496 345567 170929 0 495687 511784 102139 106476 9618 357 30853 43423 104657 101714 0 2943 638297 664983 51287 67923 28515 40016 79802 107939 X 469402 467951 89093 89093 558495 557044 638297 664983 -1451 0 X X 1 X 0 1 0 X 417519 157010 315539 421308 480478 1791854 417519 157010 315539 421308 480478 1791854 43925 1747929 17127 6422 6422 2482 15515 47968 48876 29790 29790 141600 126349 376405 2216227 0.78870 0.77240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 104657 101714 2943 2943 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509 (A)(1)(A). THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED SEPTEMBER 30, 2023 AND 2022. THE FOUNDATION FILES INTERNAL REVENUE SERVICE FORM 990, RETURN OF AN ORGANIZATION EXEMPT FROM INCOME TAX, AND A STATE INFORMATIONAL RETURN. THE FOUNDATION FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE FOUNDATION DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. GOLF EVENT 167858 167858 75237 CU TRAIN 14000 14000 5477 3 54421 54421 3500 25346 236279 236279 3500 106060 109560 -109560 0 0 0 0 0 0 0 0 0 TENA LOZANO EXECUTIVE DIRECTOR 0 107919 0 17760 0 977 0 6344 0 24595 0 157595 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION HAS A MANAGEMENT SERVICE AGREEMENT WITH CALIFORNIA LEAGUE SERVICES CORPORATION (CLSC), A SUBSIDARY OF CALIFORNIA CREDIT UNION LEAGUE (CCUL), THAT INCLUDES MANAGEMENT PERSONNEL, ACCOUNTING AND INFORMATION TECHNOLOGY SERVICES. THE FOUNDATION'S EXECUTIVE DIRECTOR, TENA LOZANO, IS AN EMPLOYEE OF CCUL, AN UNRELATED ORGANIZATION. TENA LOZANO'S COMPENSATION FROM CCUL FOR HER ROLE AS THE EXECUTIVE DIRECTOR OF THE FOUNDATION HAS BEEN DISCLOSED IN FORM 990, PART VII. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE SENT ELECTRONICALLY TO THE BOARD OF DIRECTORS BEFORE BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED BY OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES, IF ANY, ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT PROCESS FOR THE AUDIT/REVIEW OF THE FINANCIAL STATEMENTS OR THE SELECTION PROCESS FOR THE INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.