2026-07-14T15:22:42-05:00 2025-08-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-09-01 951642393 JOHN TRACY CLINIC JOHN 2137485481 2160 W ADAMS BLVD LOS ANGELES CA 90018 CATHLEEN MATHES PRESIDENT & CEO 2137485481 2026-07-14 1 1 JENNIFER M VACHA P01251998 9257902600 2026-07-14 2024 2025-03-06 01:10:19Z JOHN TRACY CENTER CATHLEEN MATHES 2160 W ADAMS BLVD LOS ANGELES CA 90018 7566440 0 2424 X WWW.JTC.ORG X 1942 CA JOHN TRACY CLINIC PROVIDES PARENT-CENTERED SERVICES LOCALLY AND GLOBALLY (CONTINUED ON SCH. O) TO CHILDREN WITH HEARING LOSS, OFFERING FAMILIES HOPE, GUIDANCE AND ENCOURAGEMENT. 12 12 52 250 -21074 0 4628909 4814822 1413015 1326467 935414 1236074 -29919 98803 6947419 7476166 85000 154500 0 0 3557036 3909747 0 0 473829 2091974 2324693 5734010 6388940 1213409 1087226 42816804 45429659 706234 919597 42110570 44510062 JOHN TRACY CLINIC PROVIDES PARENT-CENTERED SERVICES LOCALLY AND GLOBALLY TO CHILDREN WITH HEARING LOSS, OFFERING FAMILIES HOPE, GUIDANCE AND ENCOURAGEMENT. 0 0 4241483 909862 JTC OFFERS COMPREHENSIVE PARENT-CENTERED SERVICES FOR CHILDREN BIRTH TO AGE 18. INTEGRATED PROGRAMS INCLUDE: COMPREHENSIVE PEDIATRIC AUDIOLOGICAL EVALUATIONS, EDUCATIONAL AUDIOLOGY, PARENT-INFANT PROGRAM (0-3), FAMILY CLASSES, SUPPORT GROUPS, COUNSELING, CHILD DEVELOPMENT, PRESCHOOL (3-5) FOR HEARING CHILDREN AND THOSE WITH HEARING LOSS, LISTENING AND SPOKEN LANGUAGE THERAPY, TELE-PRACTICE, MAINSTREAM DHH ITINERANT SUPPORT (0-18), SPEECH LANGUAGE PATHOLOGY INCLUDING COMPREHENSIVE EVALUATION, INDIVIDUAL/GROUP THERAPY FOR CHILDREN (0-18) WITH HEARING LOSS, OR TYPICAL HEARING. ENGLISH/SPANISH INTERNATIONAL 2-WEEK SESSIONS FOR FAMILIES AND THEIR CHILDREN, WORLDWIDE PARENT EDUCATION OFFERS LIVE, ONLINE CLASSES AS WELL AS ONLINE AND MAIL-BASED COURSES IN ENGLISH AND SPANISH. 785420 154500 416605 OUR GRADUATE PROGRAM IS HELD IN PARTNERSHIP WITH MOUNT SAINT MARY'S UNIVERSITY, LOS ANGELES. IT PROVIDES TEACHER CANDIDATES WITH RIGOROUS TRAINING TO EDUCATE YOUNG CHILDREN WITH HEARING LOSS IN COLLABORATION WITH THE CHILDREN'S PARENTS. IT OFFERS A TRANSDISCIPLINARY APPROACH, EMPHASIZING LISTENING AND SPOKEN LANGUAGE, AND CULMINATING IN THE MASTER OF SCIENCE IN EDUCATION/EMPHASIS DEAF AND HARD OF HEARING DEGREE, AND A CALIFORNIA EDUCATION SPECIALIST DHH CREDENTIAL. IT FURTHER SERVES AS THE FOUNDATION FOR GRADUATES TO BECOME CERTIFIED AS LISTENING AND SPOKEN LANGUAGE SPECIALISTS. 97500 PUBLIC INFORMATION AND EDUCATION IS USED TO SHARE OUR KNOWLEDGE, INFORM PEOPLE OF UPCOMING EVENTS AND NEWS, AND PROVIDE GUIDANCE AND SUPPORT TO FAMILIES IMPACTED BY PEDIATRIC HEARING LOSS. INFORMATION IS DISTRIBUTED ONLINE, AT EVENTS AND CONFERENCES, THROUGH ON-SITE TOURS AND IN PRINT. MATERIALS GENERATED INCLUDE ONLINE AND ELECTRONIC CONTENT (AUDIO, VIDEO AND TEXT), PRINT MATERIALS (E.G. BROCHURES, FLYERS, DISPLAYS, NEWSLETTERS, ANNUAL REPORTS) AS WELL AS PUBLIC AND PROFESSIONAL TALKS, PRESENTATIONS AND EXHIBITS. 5124403 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 20 0 1 52 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 1 1 1 1 1 0 CA X KEVIN MATTHEWS 2137485481 2780 SKYPARK DR STE 201 TORRANCE CA 90505 X ERIC CRABTREE CHAIR 1.00 X X 0 0 0 PAUL SLYE VICE CHAIR 1.00 X X 0 0 0 GASTON KENT TREASURER 1.00 X X 0 0 0 MARIA MANOTOK PATHRIA SECRETARY 1.00 X X 0 0 0 MICHAEL BARKER DIRECTOR (DECEASED 11/24) 1.00 X 0 0 0 KIMBERLY BASILE DIRECTOR (THRU 12/24) 1.00 X 0 0 0 MARK BRUBAKER DIRECTOR 1.00 X 0 0 0 JAMES DAUES DIRECTOR 1.00 X 0 0 0 AARON KRASS DIRECTOR 1.00 X 0 0 0 ELIZABETH LARSON DIRECTOR 1.00 X 0 0 0 SAMANTHA MCBRIDGE DIRECTOR 1.00 X 0 0 0 JEFFREY NEWMAN DIRECTOR 1.00 X 0 0 0 MERRYL WERBER DIRECTOR 1.00 X 0 0 0 ANZOR ZURHAEV DIRECTOR 1.00 X 0 0 0 CATHLEEN MATHES PRESIDENT & CEO 35.00 X 219377 0 22985 M CECILIA VANIN CHIEF OPERATING OFFICER 35.00 X 169839 0 19013 BRIDGETTE KLAUS CHIEF PROGRAMS OFFICER 35.00 X 162445 0 6810 RENEE LUCERO CHIEF ACADEMIC OFFICER 35.00 X 130810 0 18866 CHELSEA COLE DIRECTOR OF AUDIOLOGY 35.00 X 121035 0 10345 ANGELA STOKES DIRECTOR, INSTRUCTION & TEACHER DEV. 35.00 X 109430 0 17722 ALAYNE SMITH SENIOR DHH/LSL TEACHER 35.00 X 107206 0 6986 1020142 0 102727 7 0 1 0 NOBLE ACCOUNTING LLC 2790 SKYPARK DR STE 201 TORRANCE CA 90505 ACCOUNTING 131633 LIDO ADVISORS LLC 1875 CENTURY PK E 950 LOS ANGELES CA 90067 INVESTMENT ADVISORS 115508 2 253251 4561571 7657 4814822 TUITION AND FEES 611600 1155517 1155517 AUDIOLOGY TEST REVENUE 611600 170950 170950 1326467 1102469 -21074 1123543 133605 0 133605 133605 133605 65392 253251 90274 -24882 -24882 MISCELLANEOUS INCOME 624100 123685 123685 123685 7476166 1326467 -21074 1355951 154500 154500 774791 579391 32204 163196 2653973 2518372 28045 107556 52006 51685 321 188102 180245 2300 5557 240875 218923 4130 17822 175928 175928 178977 178977 130144 130144 204487 108265 19618 76604 16600 1768 14832 240917 160256 56151 24510 140562 114186 11964 14412 419121 356811 48290 14020 19229 13429 4292 1508 672538 564932 83395 24211 75461 63387 9357 2717 TAXES, FEES, PERMITS 44748 37588 5549 1611 SPECIAL EVENT EXPENSES 5938 665 0 5273 43 43 6388940 5124403 790708 473829 391774 357444 1520987 1927507 116102 223050 290772 514915 51278 35716 18550550 4255837 14961230 14294713 15140086 16416373 10344575 11659941 42816804 45429659 361886 544646 0 166074 344348 208877 706234 919597 X 40892439 43100349 1218131 1409713 42110570 44510062 42816804 45429659 1087226 1478340 -166074 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 767832 58735 826567 691178 76654 767832 579442 139571 27835 691178 578887 18511 17956 579442 578392 16511 16016 578887 0.00000 0.70370 0.29630 0 0 17662544 3523805 14138739 142005 133778 8227 746001 598254 147747 14294713 INVESTMENT IN PARTNERSHIP 9723677 C INVESTMENT IN TRUST 67049 C MAPLETON PLATINUM INVESTORS LLC 1869215 F 11659941 EXECUTIVE RETIREMENT 208877 208877 8849246 1478340 24884 1503224 7346022 130144 130144 7476166 6283680 24884 24884 6258796 130144 130144 6388940 PART V, LINE 4: THE CLINIC HAS FIVE PERMANENTLY RESTRICTED ENDOWMENTS WHICH ARE RESTRICTED TO INVESTMENT IN PERPETUITY. INCOME FROM THESE ASSETS IS RESTRICTED FOR GENERAL CLINIC SUPPORT, GENERAL SUPPORT OF EDUCATIONAL SERVICES, EQUIPMENT PURCHASES FOR EDUCATIONAL SERVICES, AND FAMILY SCHOLARSHIPS FOR EDUCATIONAL SERVICES. AS OF AUGUST 31, 2025, THE BOARD HAS NOT YET ADOPTED A FORMAL SPENDING POLICY, BUT HAS TRADITIONALLY SPENT NO MORE THAN EARNED IN ANY GIVEN YEAR FOR ITS ENDOWMENT FUNDED PROGRAMS. UTILIZATION OF SUCH FUNDS REQUIRES AUTHORIZATION OF THE BOARD OF DIRECTORS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 24,884. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 24,884. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 JTC INCLUDES THEIR RACIALLY NON-DISCRIMINATORY POLICY ON THE ORGANIZATION'S WEBSITE HOMEPAGE AS WELL AS IN THE APPLICATION FORM AND THE POLICY IS A CLAUSE IN ALL OF NPS/NPA MASTER CONTRACTS WITH THE SCHOOL DISTRICTS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENT 450000 0 0 0 0 0 0 450000 0 450000 0 0 0 0 1 0 GOLF TOURNY 318643 253251 65392 11772 26035 39357 13110 318643 253251 65392 11772 26035 39357 13110 90274 -24882 1 SCHOLARSHIPS 13 154500 CASH PART I, LINE 2: STUDENTS ARE REQUIRED TO USE THE FUNDS TOWARDS TUITION COSTS, BOOKS AND MATERIALS, OR OTHER DIRECT RELATED EXPENSES. STUDENTS MUST APPLY FOR GRANTS AND EXPLAIN HOW THEY WILL USE THE FUNDS PRIOR TO THE AWARD. X X 0 0 0 0 0 0 0 1 0 CATHLEEN MATHES PRESIDENT & CEO 179377 0 40000 0 0 0 9347 0 13638 0 242362 0 0 0 M CECILIA VANIN CHIEF OPERATING OFFICER 154839 0 15000 0 0 0 4056 0 14957 0 188852 0 0 0 BRIDGETTE KLAUS CHIEF PROGRAMS OFFICER 147445 0 15000 0 0 0 6642 0 168 0 169255 0 0 0 PART I, LINE 7 MANY STAFF, INCLUDING EXECUTIVES, RECEIVED YEAR END BONUSES. THE CEO'S BONUS WAS DETERMINED BY THE BOARD. OTHER EXECUTIVES' BONUSES WERE DETERMINED BY THE CEO AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 10B THE BOARD OF DIRECTORS OF JTC IS RESPONSIBLE FOR APPROVING AUXILIARY ORGANIZATIONS. JTC MAINTAINS REGULAR COMMUNICATION WITH THE GUILD AND AUXILIARY GROUPS THAT SUPPORT JTC. WHEN REQUESTED, THE FINANCE DEPARTMENT OF JTC ASSISTS IN THE PREPARATION AND FILING OF THE 990 RETURNS FILED BY THE GUILDS. JTC HAS AND HAS ALWAYS HAD FUNDRAISING AFFILIATES UNDER THE GROUP EXEMPTION. THE ONLY FUNCTIONING AFFILIATE LEFT IS THE DESERT FRIENDS OF JTC, A SEPARATE ENTITY THAT RUNS THEIR OWN FUNDRAISING ACTIVITIES IN ORDER TO GENERATE DONATIONS FOR JTC. JTC DOES NOT HAVE ANY OFFICIAL POLICIES AND PROCEDURES FOR THESE AFFILIATES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION ENGAGED ITS OUTSIDE CPA FIRM TO DRAFT ITS FORM 990 USING INFORMATION PROVIDED BY MANAGEMENT. THE CPA FIRM PRESENTS THE FORM 990 TO MANAGEMENT FOR REVIEW AND ANALYSIS. THE FINAL DRAFT IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS FURNISHED ANNUALLY TO EACH DIRECTOR. THE FORMS ARE REVIEWED AND SIGNED BY EACH DIRECTOR WITH ANY CONFLICTS NOTED AND RETURNED TO THE STAFF MEMBER WHO HANDLES BOARD AFFAIRS. THE EXISTENCE OF A CONFLICT IS DETERMINED BY THE FULL BOARD. ANY DIRECTOR WITH A POTENTIAL OR ACTUAL CONFLICT OF INTEREST MUST RECUSE HIM/HERSELF FROM DELIBERATIONS ON THE MATTER IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15 IT IS THE POLICY OF JOHN TRACY CLINIC TO BASE AN EMPLOYEE'S SALARY AT THE TIME OF THEIR HIRE ON COMPARABLE SALARY DATA AND TO REVIEW SALARIES ANNUALLY AS PART OF THE BUDGETING PROCESS. IF, BASED UPON ECONOMIC CONDITIONS AND JTC'S FINANCIAL STATUS, FUNDS ARE AVAIALBLE TO GIVE RAISES THEN COMPARABLE SALARY DATA IS OBTAINED FROM THE FORM 990S OF SIMILIAR ORGANIZATIONS AND THE CENTER FOR NONPROFIT MANAGEMENT TO HELP THE BOARD DETERMINE SALARY RAISES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND DONOR POLICIES ARE POSTED ON THE ORGANIZATION'S WEB SITE AND AVAILABLE TO THE PUBLIC. UPON REQUEST FROM THE GENERAL PUBLIC, THE ORGANIZATION WILL PROVIDE ACCESS TO OTHER GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES AS REQUIRED BY LAW. FORM 990, PART VII THE JOHN TRACY CLINIC MAINTAINS A CHAIR AND COMMITTEE OF DIRECTORS EMERITUS TO ACKNOWLEDGE RETIRED BOARD MEMBERS. THESE DIRECTORS NO LONGER OFFICIALLY SERVE ON THE BOARD OF DIRECTORS AND DO NOT HAVE ANY VOTING POWER. THE COMMITTEE OF DIRECTORS EMERITUS CONSISTS OF THE FOLLOWING INDIVIDUALS: DAVID L. BUELL, DIRECTOR EMERITUS PATRICIA A. FRY, DIRECTOR EMERITUS LYLE K. KRAPF, DIRECTOR EMERITUS GARY U. ROLLE, DIRECTOR EMERITUS ROBERT J. WAGNER, DIRECTOR EMERITUS JAY RAKOW, DIRECTOR EMERITUS JOHN TRACY CENTER LLC 2160 W ADAMS BLVD LOS ANGELES CA 90018 951642393 ACQUIRE AND OPERATE A BUILDING TO BE USED FOR CLINIC CA 14286486 JOHN TRACY CLINIC