2026-08-03T16:37:32-05:00 2025-09-30 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2024-10-01 956141173 RICHARD MYLES JOHNSON FOUNDATION RICH 8004721702 2855 E GUASTI ROAD 202 ONTARIO CA 917611250 TENA LOZANO EXECUTIVE DIRECTOR 8004721702 2026-07-22 1 1 HAYKAZ VARDGESYAN CPA P01444443 8189549700 2024 2025-03-06 01:10:19Z TENA LOZANO 2855 E GUASTI ROAD 202 ONTARIO CA 917611250 665713 0 X WWW.RMJFOUNDATION.ORG X 1958 CA SUPPORT FINANCIAL EDUCATION EFFORTS OF CREDIT UNIONS IN CALIFORNIA AND NEVADA. 13 13 0 13 0 0 480003 487425 154252 151501 22723 26787 -87531 -91465 569447 574248 0 0 0 0 290221 305609 0 0 0 256284 292789 546505 598398 22942 -24150 683170 828379 103184 272543 579986 555836 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 395232 151501 THE FOUNDATION SUPPORTS THE "BITE OF REALITY", "FINANCIAL COUNSELOR ACADEMY", "LIFE SIMULATION AND OTHER CREDIT UNION PROGRAMS THAT SUPPORT FINANCIAL EDUCATION FOR YOUTH. 395232 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 5 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 13 13 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 2855 E GUASTI ROAD ONTARIO CA 91761 HERI EDDIE GARCIA BOARD CHAIRMAN 1.00 X X 0 0 0 RAY MESLER BOARD VICE CHAIR 0.50 X X 0 0 0 DIANE KOTLEWSKI SECRETARY/TREASURER 0.50 X X 0 0 0 CHRIS GUNNARE DIRECTOR 0.50 X 0 0 0 TIFFANY DOTY DIRECTOR 0.50 X 0 0 0 JAKE SPURGEON DIRECTOR 0.50 X 0 0 0 ROBERT EINSTEIN 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 MARLENE JUAREZ DIRECTOR 0.50 X 0 0 0 JOSH SMITH DIRECTOR 0.50 X 0 0 0 TENA LOZANO EXECUTIVE DIRECTOR 40.00 0.00 X 0 146574 32779 0 146574 32779 0 0 1 0 0 241582 245843 487425 APPLICATION CUSTOMIZAT 541511 151501 151501 151501 26787 26787 0 241582 91465 -91465 -91465 574248 151501 0 -64678 146574 146574 93181 93181 8708 8708 39099 39099 18047 18047 37280 37280 3780 3780 27158 27158 86353 76261 10092 4701 4701 4050 4050 1526 1526 1472 1472 1930 1930 BITE OF REALITY APP EXP 63972 63972 GRANT/PROGRAM EXPENSES 37169 253527 -216358 PROGRAM AWARENESS MISC 23398 23398 598398 395232 203166 0 217165 268634 416582 530360 10910 12192 37042 17193 104657 104657 1471 0 683170 828379 62094 76165 41090 196378 103184 272543 X 490893 466743 89093 89093 579986 555836 683170 828379 -24150 0 X 0 0 0 X 315539 421308 480478 473618 487426 2178369 315539 421308 480478 473618 487426 2178369 34084 2144285 6422 2482 15515 22723 26787 73929 29790 141600 126349 154252 151501 603492 2855790 0.75090 0.74770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 104657 104657 0 0 GOLF EVENT 158527 158527 56928 CU TRAIN 10700 10700 4228 7 72355 72355 30309 241582 241582 91465 91465 -91465 0 0 0 0 0 0 0 0 0 TENA LOZANO EXECUTIVE DIRECTOR 0 124174 0 20687 0 1713 0 6537 0 26242 0 179353 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.