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Nonprofit · EIN 80-0146395

CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC

Tax-exempt · ARCADIA, CA 91007

Financials

$1.8M$864K2023$1.1M$930K2024
Revenue Expenses · by fiscal year end
Financials of CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,133,251$930,486$202,765$2,791,381$21,879$2,769,502
December 31, 2023990$1,785,224$863,859$921,365$2,570,666$30,437$2,540,229
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$862,348
Program service revenue
$646
Investment income
$76,320
Net income from fundraising events
$193,937
Other revenue
$193,937

Expenses

Grants and similar amounts paid
$504,000
Compensation of officers, directors and key employees
$120,000
Other salaries and wages
$4,470
Salaries, compensation and benefits (total)
$134,176
Professional fundraising fees
$0
Legal fees
$421
Accounting fees
$7,341
Occupancy
$2,177
Travel
$7,223
Program services (functional)
$802,417
Management and general (functional)
$88,786
Fundraising (functional)
$39,283

Balance sheet and other

Total assets, start of year
$2,570,666
Total assets, end of year
$2,791,381
Total liabilities, end of year
$21,879
Net assets, end of year
$2,769,502
Net assets without donor restrictions
$1,898,494
Net assets with donor restrictions
$871,008
Gross receipts
$1,137,468
Employees
2
Volunteers
50
Year formed
2007
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DREW COUTODIRECTOR
Trustee or director
2$0
RON CHARLESDIRECTOR
Trustee or director
2$0
DR JEFF BLEADIRECTOR
Trustee or director
2$0
CHRISTY CHAPMANDIRECTOR
Trustee or director
2$0
BING BUSH JRDIRECTOR
Trustee or director
2$0
AMY ZIMMERMANDIRECTOR
Trustee or director
2$0
JAY PRIVMANDIRECTOR
Trustee or director
2$0
MADELINE AUERBACHTREASURER
Officer
4$0
BILLY KOCHPRESIDENT
Officer
4$0
SAMANTHA SIEGELSECRETARY
Officer
4$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
DREW COUTODIRECTOR
Trustee or director
2$0
RON CHARLESDIRECTOR
Trustee or director
2$0
DR JEFF BLEADIRECTOR
Trustee or director
2$0
CHRISTY CHAPMANDIRECTOR
Trustee or director
2$0
BING BUSH JRDIRECTOR
Trustee or director
2$0
AMY ZIMMERMANDIRECTOR
Trustee or director
2$0
JAY PRIVMANDIRECTOR
Trustee or director
2$0
MADELINE AUERBACHTREASURER (OCT 22 FORWARD)
Officer
4$0
BILLY KOCHPRESIDENT
Officer
4$0
SAMANTHA SIEGELSECRETARY
Officer
4$0

Address and contacts

Address (IRS master file)
285 W HUNTINGTON DR, ARCADIA, CA 91007-3439
Principal officer (990 for 2024)
LUCINDA LOVITT, 285 WEST HUNTINGTON DRIVE, ARCADIA, CA 91007
Signed the 990
LUCINDA LOVITT, EXECUTIVE DIRECTOR
Phone
(626) 574-6622
Return prepared by
HENSIEK & CARON CPA'S

California records

California keeps its own records of charities and corporations. Search them by EIN 80-0146395 or by the name CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

CARMA GRANTS FUNDS TO THOROUGHBRED RETIREMENT FACILITIES TO SUPPORT THE CARE AND RETRAINING OF HORSES WHOSE CAREERS HAVE ENDED.

990 for the year ended December 31, 2024

Program accomplishments

  • NON-PROFITS ARE GIVEN GRANTS TO HELP FIND HOMES FOR OUR PLACEMENT PROGRAM HORSES AND HELP THOROUGHBRED OWNERS SAFELY RETIRE THEIR RACE HORSES. GRANTS GO TO PERMANENT SANCTUARIES AND THERAPEUTIC RIDING PROGRAMS THAT SUPPORT HORSE ADOPTIONS.
    Expenses $533,790 · grants $504,000
  • A SERVICE CREATED TO ASSIST THOROUGHBRED OWNERS AND TRAINERS RETIRE THEIR RACEHORSES. THE PLACEMENT PROGRAM PROVIDES NEWLY RETIRED RACEHORSES WITH THE TIME THEY NEED TO TRANSITION TO THE NEXT PHASE OF THEIR JOURNEY AND CONNECTS THEM TO OUR AFTERCARE PARTNERS.
    Expenses $268,627 · revenue $646

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
80-0146395
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2008
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Animal-related (D20)
Assets (IRS master file)
$2,791,381
Income (IRS master file)
$1,137,468

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,133,251$930,486$2,791,381XML
990December 2023$1,785,224$863,859$2,570,666XML
990December 2022$1,190,277$883,788$1,621,471IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 80-0146395).

Questions about CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC

What is the EIN of CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC?
The employer identification number (EIN) of CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC is 80-0146395.
Is CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC?
The 990 for the year ended December 31, 2024 names LUCINDA LOVITT.
Who are the officers and directors of CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC?
The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does CALIFORNIA RETIREMENT MANAGEMENT ACCOUNT INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,133,251, expenses of $930,486 and total assets of $2,791,381 at year end.

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