2025-04-29T12:22:49-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 953873222 CALIFORNIA THOROUGHBRED HORSEMEN'S FOUNDATION INC CALI 6264460169 PO BOX 660129 ARCADIA CA 91066 JORDYN EGAN EXECUTIVE DIRECTOR 6264460169 2025-04-29 1 1 CASIE ZWAHLEN CPA P02291311 6268577300 2025-04-29 2023 2025-03-06 01:10:19Z JORDYN EGAN PO BOX 660129 ARCADIA CA 91066 5666839 0 X WWW.CTHFCARES.ORG X 1983 CA IMPROVING THE WELL-BEING OF THOROUGHBRED HORSE WORKERS BY PROVIDING HEALTHCARE AT LOCAL CLINICS. 10 10 20 10 0 0 1795791 2003390 145400 145989 151629 195395 7854 9806 2100674 2354580 7500 10155 0 0 1378003 1478629 0 0 0 689721 895449 2075224 2384233 25450 -29653 4949826 5106989 94937 136825 4854889 4970164 THE ORGANIZATION PROVIDES HEALTH AND WELFARE BENEFITS TO INDIVIDUALS AND THEIR FAMILIES WHO WORK IN OCCUPATIONS DIRECTLY RELATED TO THE CARE OF THOROUGHBRED HORSES IN CALIFORNIA. 0 0 2097688 10155 145989 CTHF OPERATES FACILITES IN BOTH NORTHERN AND SOUTHERN CALIFORNIA THAT PROVIDE MEDICAL AND DENTAL SERVICES TO APPROXIMATELY 2500 BACKSTRETCH WORKERS AND THEIR FAMILIES. THESE SERVICES ARE PROVIDED BY MEDICAL AND DENTAL PROFESSIONALS, AND INCLUDE HOSPITAL CARE, OUTPATIENT TREATMENTS, ALCOHOL AND DRUG REHABILITATION, WELFARE ASSISTANCE, PRESCRIPTIONS, MEDICAL SUPPLIES AND AMBULANCE SERVICES. 2097688 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X JORDYN EGAN 6264460169 285 W HUNTINGTON DR ARCADIA CA 91007 KEN SMOLE CHAIR 2.00 X X 0 0 0 ANGIE CARMONA SECRETARY 2.00 X X 0 0 0 LUCY LAWRENCE TREASURER 2.00 X X 0 0 0 THOMAS BELL DIRECTOR 1.00 X 0 0 0 DAMASCUS CAS DIRECTOR 1.00 X 0 0 0 JAMES DUNN DIRECTOR 1.00 X 0 0 0 STEPHANIE HRONIS DIRECTOR 1.00 X 0 0 0 JOSH RUBENSTEIN DIRECTOR 1.00 X 0 0 0 ERIC SINDLER DIRECTOR 1.00 X 0 0 0 MILLIE YAKTEEN DIRECTOR 1.00 X 0 0 0 JORDYN EGAN TERM START 11823 EXECUTIVE DIRECTOR 40.00 X 10618 0 0 CLIFF GOODRICH TERM END 1123 EXECUTIVE DIRECTOR 40.00 X 167452 0 8202 178070 0 8202 2 0 1 0 0 2003390 2003390 MEDICAL & DENTAL SERVICES FEE 900099 145989 145989 145989 143192 143192 3364462 3312259 52203 52203 52203 OTHER INCOME 900099 9806 9806 9806 2354580 145989 0 205201 10155 10155 185727 167154 18573 1053948 945415 108533 46075 41231 4844 98457 92756 5701 94422 85209 9213 21032 21032 64893 64893 130944 130944 36691 36691 130974 130974 15279 15279 8395 6609 1786 36140 36140 PROGRAM EXPENSES 217231 217231 MEDICAL SUPPLIES 106651 106651 PRESCRIPTIONS 79159 79159 MISCELLANEOUS 26697 26697 21363 21363 2384233 2097688 286545 0 2558 5115 192908 696172 199657 248834 8208 5448 1248551 1197651 55620 50900 4490875 4100520 4949826 5106989 94937 103552 0 33273 94937 136825 X 3551554 3666829 1303335 1303335 4854889 4970164 4949826 5106989 -29653 144928 0 X X 0 1 X 1 0 X 1787208 1801045 1912678 1795791 2003390 9300112 1787208 1801045 1912678 1795791 2003390 9300112 52331 9247781 121007 70484 78873 136142 143192 549698 8665 7313 7854 9806 33638 9883448 747483 0.93570 0.94030 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 8,665. 2021 AMOUNT: $ 7,313. 2022 AMOUNT: $ 7,854. 2023 AMOUNT: $ 9,806. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1303335 15841 15841 1303335 1303335 12435 12435 1303335 1303335 7482 7482 1303335 1303335 12986 12986 1303335 1303335 33853 33853 1303335 0.00000 1.00000 0.00000 0 0 4120 4120 925472 902257 23215 318959 295394 23565 50900 INVESTMENTS 4100520 F 4100520 X 2499508 144928 144928 2354580 0 2354580 2384233 0 2384233 0 2384233 PART X, LINE 2: CTHF IS A NONPROFIT CHARITABLE ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE FRANCHISE TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. CTHF HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF ANY AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS WILL MORE LIKELY THAN NOT BE SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. CTHF FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. 0 EDWIN J GREGSON FOUNDATION PO BOX 660039 ARCADIA CA 91066 912052076 501(C)(3) 10000 0 SUPPORTING THE FOUNDATION 1 X X 0 0 0 0 0 0 0 0 0 CLIFF GOODRICH TERM END 1123 EXECUTIVE DIRECTOR 161952 0 0 0 5500 0 7608 0 594 0 175654 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE SHALL BE A STANDING BOARD COMMITTEE COMPOSED OF THE PRESIDENT, VICE PRESIDENT (IF THERE BE SUCH AN OFFICER), AND A SECRETARY, PROVIDED, HOWEVER EACH IS AN OFFICER. EXCEPT FOR THE POWER TO AMEND THE ARTICLES AND THESE BYLAWS, AND SUBJECT TO THE LIMITATIONS SET FORTH IN SECTION 6.1 OF THESE BYLAWS AND BY RESOLUTION OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THIS BUSINESS AND AFFAIRS OF THIS CORPORATION IN THE INTERNALS BETWEEN MEETING OF THE BOARD, SUBJECT TO THE DIRECTION OF THE BOARD. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE FULL BOARD AT THE NEXT DULY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE AUDIT COMMITTE. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY THE EXECUTIVE DIRECTOR AND CHAIRMAN OF THE BOARD WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTERESTS POLICY FOR BOARD MEMBERS, OFFICERS, AND EMPLOYEES. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTERESTS, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF ANY OUTSIDE INTEREST, OUTSIDE ACTIVITY, AND FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, OR THE BOARD COMMITTEE DELEGATED THE AUTHORITY TO RECEIVE SUCH DISCLOSURES. THE BOARD ANNUALLY REVIEWS CONFLICT OF INTEREST STATEMENTS. THE BOARD REVIEWS ANY CONFLICTS PRESENTED BY INTERESTED PARTIES. THE CHAIRPERSON APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE TRANSACTION IN QUESTION AND REPORT FINDINGS TO THE BOARD. ALTERNATIVES TO THE PROPOSED TRANSACTION ARE IDENTIFIED AND COMPARED TO THE PROPOSED TRANSACTION. THE BOARD VOTES ON THE MOST BENEFICIAL OPTION FOR THE ORGANIZATION. IF THE BOARD HAS REASON TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE THE POTENTIAL CONFLICT, THE BOARD WILL INVESTIGATE FURTHER AND IF NECESSARY, TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS AND UPDATES COMPENSATION OF THE EXECUTIVE DIRECTOR ANNUALLY. IT ALSO REVIEWS/APPROVES THE EXECUTIVE DIRECTORS RECOMMENDATIONS FOR ALL STAFF COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM BUSINESS OFFICE. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.