2024-04-15T17:04:02-05:00 2023-05-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DRIVE STE 100 SACRAMENTO CA 95833 990 2022-06-01 941301733 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION CALI 4084731000 2045 LUNDY AVE SAN JOSE CA 95131 HAROLD DEGUZMAN CHIEF FINANCIAL OFFICER 4084731000 2024-04-08 1 HAROLD DEGUZMAN 999009999 0 KEITH R GLEN P01317613 9166466464 2024-04-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEITH PACE 2045 LUNDY AVE SAN JOSE CA 95131 100557171 0 4057 X WWW.CSEA.COM X 1927 CA TO IMPROVE THE LIVES OF OUR MEMBERS, STUDENTS, AND COMMUNITY. 19 19 290 13 227047 98068 25121 43573 78207004 78199238 2364681 1987970 1581242 920357 82178048 81151138 226333 222551 0 0 29628314 40693118 0 0 0 15085434 17401917 44940081 58317586 37237967 22833552 194578287 224406817 6229097 6250370 188349190 218156447 X THE ASSOCIATION'S PRIMARY PURPOSE IS TO ENHANCE THE PROFESSIONAL LIVES OF CLASSIFIED EMPLOYEES STATEWIDE, THROUGH REPRESENTATION, TRAINING, COLLECTIVE BARGAINING, AND POLITICAL/LEGISLATIVE ADVOCACY. 0 0 CSEA CONTINUES TO BUILD THE FINEST UNION FOR CLASSIFIED EMPLOYEES NATIONWIDE, WITH IMPROVING STATE FINANCES WE EXPECT TO STRENGTHEN OUR UNION EVEN MORE. CSEA CREATED AND IS BUILDING A COMMUNITY AND MEMBER OUTREACH PROGRAM DESIGNED TO EDUCATE COMMUNITY LEADERS ON THE VALUABLE ROLE CLASSIFIED EMPLOYEES PLAY IN OUR SCHOOLS AND COLLEGES AS WELL AS BUILDING A CADRE OF EDUCATION ADVOCATES STATEWIDE. CSEA TRAINED MORE THAN 20,000 MEMBERS IN ALL ASPECTS OF THEIR PROFESSIONAL LIVES, FROM SKILL BUILDING ON THE JOB, TO CAREER AND PERSONAL LIFE SKILLS DEVELOPMENT. -COLLECTIVE BARGAINING FOR MORE THAN 750 SCHOOL AND COLLEGE DISTRICTS.-LOBBYING STATEWIDE FOR EDUCATION FUNDING AS WELL AS HEALTH CARE REFORM, RETIREMENT SECURITY AND PROTECTION OF ALL WORKERS' RIGHTS.-DISCOUNTED TICKET PRICING ON MANY EVERYDAY GOODS AND SERVICES AS WELL AS ATTRACTIONS AND ENTERTAINMENT STATEWIDE.-ROBUST COMMUNICATIONS PROGRAM.-SUPERIOR LEGAL SERVICES AS WELL AS A LEGAL REFERRAL SERVICE.-MEMBER GRANTS AND SCHOLARSHIP PROGRAM. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 66 0 290 1 1 1 0 0 0 1 1 0 0 0 X 19 19 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 1 1 1 1 1 0 CA X HAROLD DEGUZMAN CFO 4084731000 2045 LUNDY AVENUE SAN JOSE CA 95131 KEITH PACE EXECUTIVE DIRECTOR 40.00 1.00 X 315698 0 121450 ANDREW KAHN CHIEF COUNSEL 40.00 1.00 X 251001 0 96560 STEVE BRASHEAR CHIEF FINANCIAL OFFICER (UNTIL SEP '22) 40.00 1.00 X 143067 0 55038 HAROLD DEGUZMAN CHIEF FINANCIAL OFFICER (DEC '22 - PRESENT) 40.00 1.00 X 10447 0 4019 CHARLES GOETCHIUS DIRECTOR OF FIELD OPERATION 40.00 X 255938 0 98459 CLAIRE RESINIAK DIRECTOR OF HR 40.00 X 168103 0 64669 GABRIELA ECHEVARRIA ASSISTANT DIRECTOR OF FIELD OPERATIONS 40.00 X 217078 0 83510 DAVID SCHAPIRA DIRECTOR OF GOVERNMENTAL RELATIONS 40.00 X 215528 0 82914 DEBRA COLE FIELD DIRECTOR 40.00 X 201852 0 77653 SHAWANA GRACE FIELD DIRECTOR 40.00 X 195427 0 75180 KAREN CHANDLER DIRECTOR OF COMMUNICATIONS 40.00 X 186181 0 71624 MATTHEW DISHMAN ASSOCIATION PRESIDENT 40.00 1.00 X X 900 0 0 ADAM WEINBERGER ASSOCIATION 1ST VP 5.00 1.00 X X 725 0 0 LETETSIA FOX ASSOCIATION SECRETARY 5.00 1.00 X X 600 0 0 MONICA HAN ASSOCIATION 2ND VP 5.00 1.00 X X 300 0 0 BENJAMIN VALDEPENA PAST PRESIDENT 5.00 1.00 X 600 0 0 RONALD WALKER AREA DIRECTOR A 5.00 1.00 X 600 0 0 COLETTE HETLAND AREA DIRECTOR B 5.00 1.00 X 600 0 0 CARMEN ALESSANDRO AREA DIRECTOR E 5.00 1.00 X 600 0 0 IVAN PASTRANO AREA DIRECTOR G 5.00 1.00 X 600 0 0 BILL HAGAR AREA DIRECTOR H 5.00 1.00 X 600 0 0 DONALD SNYDER AREA DIRECTOR I 5.00 1.00 X 600 0 0 RAMELDIA MARK AREA DIRECTOR D 5.00 1.00 X 400 0 0 DALE SORENSON AREA DIRECTOR F 5.00 1.00 X 400 0 0 BEATRIZ MORA AREA DIRECTOR K 5.00 1.00 X 400 0 0 DONNELL FASSLER AREA DIRECTOR C 5.00 1.00 X 325 0 0 MACHELLE KESSINGER AREA DIRECTOR C 5.00 1.00 X 275 0 0 HELENA PERKINS AREA DIRECTOR D 5.00 1.00 X 200 0 0 FREDDIE ARROYO JR AREA DIRECTOR F 5.00 1.00 X 200 0 0 TROY JOHNSON AREA DIRECTOR K 5.00 1.00 X 200 0 0 2169445 0 831076 91 0 1 0 FORTIUM PARTNERS LP 6860 NORTH DALLAS PKWY SUITE 200 PLANO TX 75024 CONSULTING 876750 ROBERT HALF P O BOX 743295 LOS ANGELES CA 900743295 CONSULTING 750198 LAKESHORE AUDIO VISUAL 3912 WEST MCLEAN AVE CHICAGO IL 606475973 CONFERENCE AUDIO/VISUAL SERVICE 485108 WINMILL SOFTWARE INC 400 PARK AVE 19FL NEW YORK NY 100224405 SOFTWARE DEVELOPMENT 475190 CAESARS ENTERTAINMENT 3570 LAS VEGAS BLVD S LAS VEGAS NV 89109 CONFERENCE HOSTING 398963 15 43573 43573 MEMBERSHIP DUES 900099 77768900 77768900 CONFERENCE 900099 231697 231697 TRAINING PROGRAMS 900099 198641 198641 78199238 3537169 3537169 223453 223453 17856834 19366799 39234 -1509965 -39234 -1549199 -1549199 RELEASE TIME REVENUE 900099 345711 345711 ADMINISTRATIVE SERVICE 561000 210000 210000 OTHER REVENUE 900099 124146 124146 17047 17047 696904 81151138 78669095 227047 2211423 71250 151301 1593574 25982714 5825956 5244268 2046606 80127 84049 4575078 330475 1906009 1034405 2259360 2269731 1879605 47108 915492 197253 MEMBERSHIP DUES 1554162 MISC EXPENSES 164108 ISSUES CONTRIBUTIONS 104955 58317586 48140337 78629738 12829281 4337931 57212 14424 290533 160971 432145 364528 31481258 20596070 11306829 10885188 81172424 79401850 40349526 50612187 194578287 224406817 2986891 2902071 1268902 1759788 1973304 1588511 6229097 6250370 X 188349190 218156447 188349190 218156447 194578287 224406817 X 22833552 -1493740 8467445 X X 0 1 X 1 0 1738106 13600 PACE OF CSEA PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 680236443 866339 PACE OF CSEA LOCAL STATE FEDERAL CANDIDATES 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 272195724 871767 1 0 0 PART I-A, LINE 1: WORK TO FIX CALIFORNIA'S SCHOOL FUNDING PROCESS AND RETURN CALIFORNIA FROM THE BOTTOM 5 TO THE TOP 10 IN EDUCATION FUNDING. 3655960 3655960 22668711 17567187 5101524 119138 47699 71439 5037449 2981184 2056265 10885188 DEPOSITS AND LOAN FEES 361039 ADVANCES 37272 ACCRUED POSTRETIREMENT BENEFIT ASSET 21967795 ACCRUED PENSION COST ASSET 28246081 50612187 CAPITAL LEASE OBLIGATIONS 1588511 1588511 X PART X, LINE 2: THE ASSOCIATION HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. WITH SOME EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2019. 1 CAPITAL &MAIN INVESTIGATING POWER AND POLITICS 1910 W SUNSET BLVD SUITE 740 LOS ANGELES CA 90026 810895767 501(C)(3) 50000 0 GENERAL ASSISTANCE LABOR CAMPAIGN FOR SINGLE-PAYER HEALTHCARE 9749 SUMMER PARK CT COLUMBIA MD 21046 800286238 501(C)(4) 7000 0 GENERAL ASSISTANCE CALIFORNIANS DEDICATED TO EDUCATION 548 MARKET STREET PMB 75621 SAN FRANCISCO CA 94104 450676449 501(C)(3) 7500 0 GENERAL ASSISTANCE 2 1 SCHOLARSHIPS 222 151301 PART I, LINE 2: TYPICALLY GRANTS TO ORGANIZATIONS ARE MADE TO SPONSOR A CERTAIN EVENT OR PROGRAM. DOCUMENTATION IS PROVIDED BY THE ORGANIZATION. THE BOARD OF DIRECTORS MUST APPROVE A GRANT BEFORE FUNDS ARE PROVIDED. IN THE CASE OF INDIVIDUALS, SCHOLARSHIPS ARE MADE TO INDIVIDUALS BY WAY OF RECOMMENDATIONS MADE BY THE SCHOLARSHIP COMMITTEE. SCHOLARSHIP COMMITTEE RECOMMENDATIONS ARE BROUGHT TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE FUNDS ARE PROVIDED. X 1 1 X X X X 0 0 0 KEITH PACE EXECUTIVE DIRECTOR 315698 0 0 0 0 0 97160 0 24290 0 437148 0 0 0 ANDREW KAHN CHIEF COUNSEL 251001 0 0 0 0 0 77248 0 19312 0 347561 0 0 0 STEVE BRASHEAR CHIEF FINANCIAL OFFICER (UNTIL SEP ' 143067 0 0 0 0 0 44030 0 11008 0 198105 0 0 0 CHARLES GOETCHIUS DIRECTOR OF FIELD OPERATION 255938 0 0 0 0 0 78767 0 19692 0 354397 0 0 0 CLAIRE RESINIAK DIRECTOR OF HR 168103 0 0 0 0 0 51735 0 12934 0 232772 0 0 0 GABRIELA ECHEVARRIA ASSISTANT DIRECTOR OF FIELD OPERATIO 217078 0 0 0 0 0 66808 0 16702 0 300588 0 0 0 DAVID SCHAPIRA DIRECTOR OF GOVERNMENTAL RELATIONS 215528 0 0 0 0 0 66331 0 16583 0 298442 0 0 0 DEBRA COLE FIELD DIRECTOR 201852 0 0 0 0 0 62122 0 15531 0 279505 0 0 0 SHAWANA GRACE FIELD DIRECTOR 195427 0 0 0 0 0 60144 0 15036 0 270607 0 0 0 KAREN CHANDLER DIRECTOR OF COMMUNICATIONS 186181 0 0 0 0 0 57299 0 14325 0 257805 0 0 0 PART I, LINE 1A CSEA OWNS A TOWNHOME IN SAN JOSE WHERE THE CSEA PRESIDENT RESIDES DURING THE WORK WEEK AS HIS REGULAR HOME IS IN SOUTHERN CALIFORNIA. THIS IS NOT TAXABLE COMPENSATION TO THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO HAVE THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY AND THE RIGHT TO ELECT DELEGATES TO ANNUAL CONFERENCE TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A ALL REGULAR MEMBERS HAVE A RIGHT TO VOTE FOR DELEGATES WHO ELECT THE STATEWIDE OFFICERS (ASSOCIATION PRESIDENT, FIRST VICE PRESIDENT, SECOND VP AND SECRETARY). LIKEWISE, REGULAR MEMBERS MAY VOTE FOR AREA DIRECTORS IN THEIR RESPECTIVE AREA. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE CONSTITUTION AND BYLAWS AND THE ANNUAL BUDGET ARE APPROVED BY THE BOARD AND THEN BROUGHT TO THE MEMBERSHIP FOR APPROVAL BY DELEGATES AT CONFERENCE BEFORE THEY ARE IMPLEMENTED. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. HOWEVER, ALL OF THE ORGANIZATION'S COMMITTEES DOCUMENT THEIR MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE REVIEWED BY THE CHIEF FINANCIAL OFFICER BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS A CONFLICT OF INTEREST POLICY IN PLACE. LIKEWISE, ALL EMPLOYEES ARE COVERED BY A CONFLICT OF INTEREST OPERATING PROCEDURE. WHILE ALL EMPLOYEES ARE REQUIRED TO REPORT ANY CONFLICT OF INTEREST, EACH DEPARTMENT HEAD (KEY EMPLOYEE) IS REQUIRED TO SIGN ANNUALLY A FORM WHICH: (1) AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND HAS AGREED TO COMPLY WITH IT AND (2) DISCLOSES INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. BOARD MEMBERS ARE ALSO REQUIRED TO SIGN A FORM ANNUALLY WHICH MAKES SIMILAR AFFIRMATIONS AS THE DEPARTMENT HEADS. DETERMINATION OF WHETHER A CONFLICT EXISTS IS MADE AT THE BOARD LEVEL FOR BOARD MEMBERS AND BY THE EXECUTIVE DIRECTOR FOR STAFF. FORM 990, PART VI, SECTION B, LINE 15 WE BENCHMARKED SPECIFIC MANAGEMENT POSITIONS WITH A CONSULTANT IN FY2023, UNLIKE THE PREVIOUS YEAR WHERE WE HAD THE CONSULTANT EVALUATE ALL MANAGEMENT POSITIONS. THE POSITIONS WE BENCHMARKED ARE: THE EXECUTIVE DIRECTOR, THE SR.MANAGER, ACCOUNTING AND FINANCE, DIRECTOR OF FACILITIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 1,372,420. TRANSFER OF NET ASSETS TO ASSISTANCE FUND -150,884. CONTRIBUTIONS FROM ASSISTANCE FUND 230,125. NET PERIODIC BENEFIT INCOME, NET OF SERVICE COST 7,015,784. PACE OF CSEA LOCAL STATE FEDERAL CANDIDATES 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 272195724 TO PARTICIPATE IN LOCAL, STATE AND FEDERAL CANDIDATE ELECTIONS CA 527 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATON 0 PACE OF CSEA PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 680236443 TO PARTICIPATE IN STATE AND/OR LOCAL CANDIDATE ELECTIONS CA 527 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATON 0 CSEA ASSISTANCE FUND 2045 LUNDY AVE SAN JOSE CA 95131 823776783 TO PROVIDE AID TO DESTITUTE OR HOMELESS SCHOOL EMPLOYEES AND THEIR FAMILIES. CA 501(C)(3) LINE 7 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATON 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 CSEA ASSISTANCE FUND R 150884 CASH PAID