2023-06-05T16:11:56-05:00 2022-05-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DRIVE STE 100 SACRAMENTO CA 95833 990 2021-06-01 941301733 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION CALI 4084731000 2045 LUNDY AVE SAN JOSE CA 95131 HAROLD DEGUZMAN CHIEF FINANCIAL OFFICER 4084731000 2023-05-16 1 HAROLD DEGUZMAN 999009999 KEITH R GLEN P01317613 9166466464 2023-05-16 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KEITH PACE 2045 LUNDY AVE SAN JOSE CA 95131 82248600 0 4057 X WWW.CSEA.COM X 1927 CA TO IMPROVE THE LIVES OF OUR MEMBERS, STUDENTS, AND COMMUNITY. 15 15 291 0 515012 133868 219893 25121 77446107 78207004 1787733 2364681 842576 1581242 80296309 82178048 279903 226333 0 0 40420112 29628314 0 0 0 10144889 15085434 50844904 44940081 29451405 37237967 160720307 194578287 6163774 6229097 154556533 188349190 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 64 0 291 1 1 1 0 0 0 1 1 0 0 0 X 15 15 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 BENJAMIN VALDEPENA PAST PRESIDENT 5.00 1.00 X 1000 0 0 MATTHEW DISHMAN ASSOCIATION PRESIDENT 40.00 1.00 X X 800 0 0 ADAM WEINBERGER ASSOCIATION 1ST VP 5.00 1.00 X X 600 0 0 MONICA HAN ASSOCIATION 2ND VP 5.00 1.00 X X 600 0 0 LETETSIA FOX ASSOCIATION SECRETARY 5.00 1.00 X X 200 0 0 ALLAN CLARK PAST PRESIDENT 5.00 1.00 X 400 0 0 WAYNE HARRIS AREA DIRECTOR A 5.00 1.00 X 400 0 0 RONALD WALKER AREA DIRECTOR A 5.00 1.00 X 200 0 0 COLETTE HETLAND AREA DIRECTOR B 5.00 1.00 X 600 0 0 MACHELLE KESSINGER AREA DIRECTOR C 5.00 1.00 X 600 0 0 DONNELL FASSLER AREA DIRECTOR C 5.00 1.00 X 0 0 0 RAMELDIA MARK AREA DIRECTOR D 5.00 1.00 X 600 0 0 CARMEN ALESSANDRO AREA DIRECTOR E 5.00 1.00 X 600 0 0 DALE SORENSON AREA DIRECTOR F 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 BEATRIZ MORA AREA DIRECTOR K 5.00 1.00 X 600 0 0 KEITH PACE EXECUTIVE DIRECTOR 40.00 1.00 X 273653 0 145164 STEVE BRASHEAR CHIEF FINANCIAL OFFICER 40.00 1.00 X 219354 0 115310 ANDREW KAHN CHIEF COUNSEL 40.00 1.00 X 230322 0 120021 CLAIRE RUSINIAK DIRECTOR OF HUMAN RESOURCES 40.00 X 150969 0 91458 CHARLES GOETHICUS DIRECTOR OF FIELD OPERATION 40.00 X 225700 0 124346 KAREN CHANDLER DIRECTOR OF COMMUNICATIONS 40.00 X 173318 0 100137 DAVID SCHAPIRA DIRECTOR OF GOVERNMENTAL RELATIONS 40.00 X 205654 0 117490 DEBRA COLE FIELD DIRECTOR 40.00 X 187663 0 101486 GABRIELA ECHEVARRIA ASSISTANT DIRECTOR OF FIELD OPERATIONS 40.00 X 190001 0 108010 ESPIE MEDELLIN FIELD DIRECTOR 40.00 X 187663 0 92934 2053897 0 1116356 10 0 1 0 FORTIUM PARTNERS LP 6860 NORTH DALLAS PKWY SUITE 200 PLANO TX 75024 CONSULTING 622250 COOK SOLUTIONS GROUP INC 9225 NE CASCADES PARKWAY PORTLAND OR 97220 BUILDING MAINTENANCE 446060 IMAGE X MEDIA INC 405-163 W HASTINGS STREET VANCOUVER CA V6B 1H5 WEB SERVICE 342205 LAKESHORE AUDIO VISUAL 3912 WEST MCLEAN AVE CHICAGO IL 606475973 CONFERENCE AUDIO/VISUAL SERVICE 312612 PROMOCO 401 SEVENTH ST PETALUMA CA 94952 MARKETING 307631 5 25121 25121 MEMBERSHIP DUES 900099 77752386 77752386 TRAINING PROGRAMS 900099 330614 330614 CONFERENCE 900099 124004 124004 78207004 2333843 2333843 149896 149896 101390 0 70552 101390 -70552 30838 30838 OTHER REVENUE 900099 568791 568791 RELEASE TIME REVENUE 900099 347543 347543 ADVERTISING REVENUE 541800 305012 305012 210000 210000 1431346 82178048 78999334 515012 2638581 96505 129828 1705898 24119367 1897400 1905649 91164 4416141 306153 2098027 591135 2151725 1296891 1083640 58327 909173 276309 MEMBERSHIP DUES 1519636 ISSUES CONTRIBUTIONS 73177 213936 44940081 56009849 48140337 5377484 12829281 11819 57212 428352 290533 403772 432145 31075208 19768379 11805053 11306829 66879242 81172424 19804736 40349526 160720307 194578287 2351071 2986891 1468625 1268902 2344078 1973304 6163774 6229097 X 154556533 188349190 154556533 188349190 160720307 194578287 X 37237967 -8479047 5033737 X X 0 0 0 1409958 13600 PACE OF CSEA PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 680236443 773548 PACE OF CSEA LOCAL STATE FEDERAL CANDIDATES 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 272195724 636410 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 22410275 17115207 5295068 61627 45086 16541 4919958 2608086 2311872 27388 27388 11306829 DEPOSITS AND LOAN FEES 224230 ADVANCES 40222 ACCRUED POSTRETIREMENT BENEFIT ASSET 16669977 ACCRUED PENSION COST ASSET 23415097 40349526 CAPITAL LEASE OBLIGATIONS 1973304 1973304 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 2018. 1 CALIFORNIA DEPARTMENT OF EDUCATION 1430 N STREET SACRAMENTO CA 958145901 450676449 GOV 5000 0 GENERAL ASSISTANCE CAPITAL & MAIN 1910 W SUNSET BLVD SUITE 740 LOS ANGELES CA 90026 810895767 501(C)(5) 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 CSEA ASSISTANCE FUND 2045 LUNDY AVE SAN JOSE CA 95131 823776783 501(C)(3) 20000 0 GENERAL ASSISTANCE 2 2 SCHOLARSHIPS 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 273653 0 0 0 0 0 117546 0 27618 0 418817 0 0 0 STEVE BRASHEAR CHIEF FINANCIAL OFFICER 219354 0 0 0 0 0 94214 0 21096 0 334664 0 0 0 ANDREW KAHN CHIEF COUNSEL 230322 0 0 0 0 0 98925 0 21096 0 350343 0 0 0 CLAIRE RUSINIAK DIRECTOR OF HUMAN RESOURCES 150969 0 0 0 0 0 64842 0 26616 0 242427 0 0 0 CHARLES GOETHICUS DIRECTOR OF FIELD OPERATION 225700 0 0 0 0 0 96728 0 27618 0 350046 0 0 0 KAREN CHANDLER DIRECTOR OF COMMUNICATIONS 173318 0 0 0 0 0 74441 0 25696 0 273455 0 0 0 DAVID SCHAPIRA DIRECTOR OF GOVERNMENTAL RELATIONS 205654 0 0 0 0 0 88330 0 29160 0 323144 0 0 0 DEBRA COLE FIELD DIRECTOR 187663 0 0 0 0 0 80390 0 21096 0 289149 0 0 0 GABRIELA ECHEVARRIA ASSISTANT DIRECTOR OF FIELD OPERATIO 190001 0 0 0 0 0 81394 0 26616 0 298011 0 0 0 ESPIE MEDELLIN FIELD DIRECTOR 187663 0 0 0 0 0 80390 0 12544 0 280597 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 COMPENSATION FOR ALL MANAGEMENT POSITIONS WAS LAST REVIEWED IN 2022. AN INDEPENDENT CONSULTING FIRM WAS CONTRACTED TO REVIEW THE POSITIONS AND JOB DESCRIPTIONS, MEET WITH INCUMBENTS AND SENIOR MANAGEMENT. THEY UTILIZED COMPARABLES RELATIVE TO GEOGRAPHY, EMPLOYER SIZE, NATURE OF SERVICES PROVIDED, LABOR MARKET POSITION AND OTHER FACTORS. 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 4,858,229. TRANSFER OF NET ASSETS TO ASSISTANCE FUND -66,482. CONTRIBUTIONS FROM ASSISTANCE FUND 241,990. 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0