2025-08-29T16:51:21-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-01-01 204620284 CLAREMONT SENIOR FOUNDATION INC CLAR 9096251848 PO BOX 414 CLAREMONT CA 91711 DONALD M PATTISON PRESIDENT 9096251848 2025-08-27 1 1 CASIE ZWAHLEN CPA P02291311 9099857286 2025-08-27 2024 2025-03-06 01:10:19Z DONALD M PATTISON PO BOX 414 CLAREMONT CA 91711 195774 0 X N/A X 2006 CA TO PROVIDE SUPPORT FOR SENIOR PROGRAMS IN THE CITY OF CLAREMONT. 9 9 0 0 0 0 20250 13894 0 0 22274 62399 0 0 42524 76293 1000 40516 0 0 0 0 0 0 0 8706 10517 9706 51033 32818 25260 904446 949832 0 0 904446 949832 THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE SUPPORT FOR SENIOR PROGRAMS IN THE CITY OF CLAREMONT. 0 0 40516 40516 0 THE CSF PROVIDES FINANCIAL SUPPORT FOR THE SENIOR CITIZENS OF CLAREMONT BY ASSISTING WITH THEIR HEALTH AND NUTRITIONAL NEEDS ALONG WITH SUPPORT FOR MAINTENANCE AND UPGRADES OF FACILITIES THAT SERVE THE CLAREMONT SENIOR COMMUNITY. THE CSF, THROUGH GRANTS TO THE CLAREMONT COMMITTEE ON AGING, SUPPORTS CLAREMONT SENIOR CENTER PROGRAMING THAT COVERS HEALTH, WELLNESS, SAFETY, AND OTHER EDUCATION CLASSES AND ACTIVITIES FOR SENIORS. IN ADDITION, THE CSF PROVIDES FINANCIAL SUPPORT TO THE CLAREMONT SENIOR EMERGENCY FUND WHICH PROVIDES EMERGENCY FUNDING FOR SENIORS IN NEED OF GRANTS FOR RENT, UTILITIES, FOOD, AND OTHER DAILY LIVING EXPENSES. 40516 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 CA X PATRICIA COYE 9093998480 4343 VIA PADOVA CLAREMONT CA 91711 X DONALD M PATTISON PRESIDENT/BOARD CHAIR 3.00 X X 0 0 0 RICHARD FASS VICE PRESIDENT 2.00 X X 0 0 0 PATRICIA COYE TREASURER 2.00 X X 0 0 0 PAUL ROACH SECRETARY 1.00 X X 0 0 0 RON BOLDING DIRECTOR 1.00 X 0 0 0 KAREN ROSENTHAL DIRECTOR 1.00 X 0 0 0 MARY WEIS DIRECTOR 1.00 X 0 0 0 WILLIAM WELLS DIRECTOR 1.00 X 0 0 0 MIKE ESCHLEMAN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 13894 13894 27299 27299 154581 119481 35100 35100 35100 76293 0 0 62399 40516 40516 2903 2903 5797 5797 1459 1459 TAX FILINGS AND FEES 358 358 51033 40516 10517 0 18221 18181 40401 26573 845824 905078 904446 949832 0 0 X 904446 949832 904446 949832 904446 949832 25260 20126 0 X 0 0 0 X 12634 57290 26362 20250 13894 130430 12634 57290 26362 20250 13894 130430 19894 110536 18276 25947 23052 27668 27299 122242 252672 0.43750 0.49990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE REFUND - OTHER REVENUE - 0 CITY OF CLAREMONT 207 HARVARD AVENUE CLAREMONT CA 91711 GOV 40516 0 SUPPORT THE SENIORS OF THE CLAREMOMT SENIOR CENTER 1 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 MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S PRESIDENT AND TREASURER WITH ANY REVISIONS BEING PROVIDED TO THE ACCOUNTING FIRM BEFORE FILING WITH THE IRS. THE FORM 990 IS PROVIDED TO THE FULL BOARD FOR REVIEW DURING THE FALL MEETINGS. 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. MONITORING IS PERFORMED REGULARLY BY THE BOARD OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. WHEN CONFLICTS OF INTEREST ARISE AMONG BOARD MEMBERS, THE BOARD WILL IMPOSE RESTRICTIONS ON THE CONFLICTED INDIVIDUAL TO ENSURE IMPARTIALITY AND INTEGRITY IN DECISION-MAKING. INDIVIDUALS WITH A CONFLICT WILL BE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS RELATED TO THE TRANSACTION. THEY WILL NOT BE PRESENT DURING DISCUSSIONS AND VOTING RIGHTS WILL BE RESTRICTED ON MATTERS WHERE THEIR CONFLICT EXISTS. THESE MEASURES HELP MAINTAIN TRANSPARENCY AND PREVENT BIASED OUTCOMES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.