CALIFORNIA MANUFACTURERS AND TECHNOLOGY ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA MANUFACTURERS AND TECHNOLOGY ASSOCIATION (EIN 95-1461050)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349332051
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T20:04:50-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010560769 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS & OLDS PROFESSIONAL CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 UNIVERSITY AVENUE SUITE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951461050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Manufacturers and Technology | BusinessNameLine1Txt |
| Business Name Line2 | Association | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 9164983310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 L Street 700 | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lance Hastings | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lance | PersonFirstNm |
| Person Last | Hastings | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven J Olds CPA | PreparerPersonNm |
| PTIN | P01343979 | PTIN |
| Phone | 9168581680 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lance Hastings | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 L Street 700 | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,821,676 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.cmta.net | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO MAKE IT POSSIBLE FOR MANUFACTURERS AND TECHNOLOGY-BASED INDUSTRIES IN CALIFORNIA, WITHIN THE FRAMEWORK OF THE REASONABLE AND EQUITABLE LAWS, REGULATIONS, AND ENVIRONMENTAL RESTRAINTS, TO PROSPER AND EXPAND, BY PROMOTING AND MAINTAINING A FAVORABLE, COMPETITIVE BUSINESS CLIMATE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 46 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 46 | TotalVolunteersCnt |
| Total Gross UBI | $87,790 | TotalGrossUBIAmt |
| PY Contributions Grants | $643,170 | PYContributionsGrantsAmt |
| CY Contributions Grants | $235,688 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,915,743 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,106,048 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,648 | PYInvestmentIncomeAmt |
| CY Investment Income | $659 | CYInvestmentIncomeAmt |
| PY Other Revenue | $783,475 | PYOtherRevenueAmt |
| CY Other Revenue | $479,281 | CYOtherRevenueAmt |
| PY Total Revenue | $3,345,036 | PYTotalRevenueAmt |
| CY Total Revenue | $2,821,676 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $35,479 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,508,023 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,451,092 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,505,390 | PYOtherExpensesAmt |
| CY Other Expenses | $1,704,288 | CYOtherExpensesAmt |
| PY Total Expenses | $3,048,892 | PYTotalExpensesAmt |
| CY Total Expenses | $3,155,380 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $296,144 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$333,704 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,873,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,033,067 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,582,055 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,065,139 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,291,137 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $967,928 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO MAKE IT POSSIBLE FOR MANUFACTURERS AND TECHNOLOGY-BASED INDUSTRIES IN CALIFORNIA, WITHIN THE FRAMEWORK OF THE REASONABLE AND EQUITABLE LAWS, REGULATIONS, AND ENVIRONMENTAL RESTRAINTS, TO PROSPER AND EXPAND, BY PROMOTING AND MAINTAINING A FAVORABLE, COMPETITIVE BUSINESS CLIMATE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | GOVERNMENT RELATIONS: THE ORGANIZATION UTILIZES EXPERTS TO REVIEW, ANALYZE, COMMENT AND INTERPRET REASONABLE AND EQUITABLE LAWS, REGULATIONS, AND ENVIRONMENTAL RESTRAINTS TO PROMOTE AND MAINTAIN A FAVORABLE, COMPETITIVE BUSINESS CLIMATE FOR THEIR MEMBERS IN THE STATE OF CALIFORNIA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTRICTED FUNDS: THE ORGANIZATION MAINTAINS A NUMBER OF RESTRICTEDFUNDS INCLUDING:1.) ENERGY FUND: FOR PROFESSIONAL SERVICES RENDERED IN CONNECTION WITH UTILITY RATE NEGOTIATIONS2.) ECONOMIC FEASIBILITY: FOR REGULATORY MATTERS RELATED TO ENSURING EFFECTIVE COST/BENEFIT ANALYSIS IS COMPLETED ON RULES AND REGULATIONS3.) RELEVANCE IN EDUCATION AND LEARNING FUND: PROVIDE A MORE WELL-ROUNDED EDUCATION FOR STUDENTS THROUGH RIGOROUS ACADEMIC AND VOCATIONAL AND TECHNICAL COURSES4.) NERA: FOR CONSULTING SERVICES5.) WILDFIRE: FOR MATTERS RELATED TO WILDFIRE IMPACTS ON ENERGY/ELECTRICITY6.) INDUSTRY ENERGY PROJECT: FOR A COLLABORATIVE PAN-INDUSTRY EFFORT TO FOCUS PUBLIC POLICY ATTENTION ON MATTERS RELATING TO AFFORDABILITY AND RELIABILITY OF ENERGY IN CALIFORNIA7.) CAP/TRADE 2020: FOR A COLLABORATIVE EFFORT TO RAISE AWARENESS ON AIR QUALITY ISSUES IN CALIFORNIA8.) GET REAL: FOR MATTERS RELATING TO A COALITION OF BUSINESSESS WORKING TO PROMOTE CAREER TECHNICAL EDUCTION IN SCHOOLS IN CALIFORNIA | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEETINGS: THE ORGANIZATION SPONSORS AND CONDUCTS NUMEROUS MEETINGS, CONFERENCES, AND SEMINARS WHICH COVERED ISSUES OF INTEREST TO MEMBERS. APPROXIMATELY 800 MEMBERS SERVED | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 46 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CMTA | PersonNm |
| Phone | 9164983310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 L Street 700 | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Lance Hastings | |||||||
| President & CEO | 35.00 | 5.00 | Yes (X) | $368,030 | $0 | $0 | |
| Robert Sanger | |||||||
| Training Svc Mngr | 5.00 | 35.00 | $122,160 | $0 | $0 | ||
| Sarah Johnson | |||||||
| Dir. Member Eng. | 0.00 | 0.00 | $119,282 | $0 | $0 | ||
| Robert Spiegel | |||||||
| VP Govt. Relations | 0.00 | 0.00 | $116,258 | $0 | $0 | ||
| John Dicaro | |||||||
| Vice President | 35.00 | 5.00 | Yes (X) | $62,229 | $0 | $0 | |
| Joe Ahn | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Chris Belle | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Neil Beup | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Betsy Brien | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Crystal Clark | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kate Conway | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Cheyanne Cook | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Steve Coppinger | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Calli Daly | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kellie Duhr | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jennifer Fitzgerald | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Scott Folwarkow | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Ross Good | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Fielding Greaves | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Adrian Guerrero | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Erin Guerrero | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| James Halloran | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Patrick Hayes | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Brett Hershman | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Pamela Kan | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Donna Kaylor | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Stephen Konig | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Nancy Krystal | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Thomas Lawson | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tyler Lee | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Cynthia Leon | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Steve Lesher | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Juanita Martinez | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Eric McAfee | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Ermelinda Moretti | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Hans Neidig | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sara O'Neill-Bouton | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michelle Orrock | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Margo Parks | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Maria Pignataro | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Curtis Raulinaitis | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tiffany Roberts | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Allison Rose | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tina Self | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Brian Sernulka | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Stephenie Shah | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Caroline Silveira | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| David Spross | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Scott Starr | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mark Taylor | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Amy Zajac | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $787,959 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Senator Seagate LP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Dept LA 24894 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Rent | ServicesDesc |
| Compensation | $597,060 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $86,031 | MembershipDuesAmt |
| All Other Contributions | $149,657 | AllOtherContributionsAmt |
| Total Contributions | $235,688 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Membership Support | 561000 | $1,759,461 | $1,759,461 |
| Qualified Sponsorships | 561000 | $110,813 | $110,813 |
| Restricted Funds Support | 561000 | $235,774 | $235,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,106,048 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $659 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $659 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $429,957 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $429,957 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $429,957 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $87,790 | UnrelatedBusinessRevenueAmt |
| Exclusion | $342,167 | ExclusionAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Communications | 561000 | $9,772 | $9,772 |
| Miscellaneous | 561000 | $38,777 | $38,777 |
| Xerox | 561000 | $775 | $775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $49,324 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,821,676 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,156,031 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $87,790 | UnrelatedBusinessRevenueAmt |
| Exclusion | $342,167 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,259 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,870 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,328 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,213 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,422 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,232 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,374 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,780 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,136 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,041 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,788 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,442 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Contributions/Sponsorship/Memb | $152,659 |
| Utilities | $67,871 |
| Dues & Subscriptions | $56,814 |
| Telephone & Internet | $18,851 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,300 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,155,380 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,489 | BOYAmt |
| EOY | $542,205 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,124 | BOYAmt |
| EOY | $134,649 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,075 | BOYAmt |
| EOY | $88,317 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,922 | BOYAmt |
| EOY | $116,692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $551,044 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $262,829 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,145 | BOYAmt |
| EOY | $288,215 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,504 | BOYAmt |
| EOY | $31,079 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,366,811 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,599,933 | BOYAmt |
| EOY | $1,465,099 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,873,192 | BOYAmt |
| EOY | $7,033,067 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,673 | BOYAmt |
| EOY | $347,641 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,475 | BOYAmt |
| EOY | $679,123 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,907 | BOYAmt |
| EOY | $5,038,375 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,582,055 | BOYAmt |
| EOY | $6,065,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,095,001 | BOYAmt |
| EOY | $967,532 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,136 | BOYAmt |
| EOY | $396 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,291,137 | BOYAmt |
| EOY | $967,928 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,873,192 | BOYAmt |
| EOY | $7,033,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$333,704 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,080 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $12,575 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expended527 Activities | $106,509 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $106,509 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | false | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|---|
| Angelique Ashby for Senate 2022 | |||||
| 1017 L Street 794 | Sacramento | CA | 95814 | 844989676 | $9,800 |
| Anna Caballero for Senate 2022 | |||||
| 921 11th Street Ste 904 | Sacramento | CA | 95814 | 832713548 | $2,500 |
| Blanca Rubio for Assembly 2022 | |||||
| 921 11th Street Ste 904 | Sacramento | CA | 95814 | 861196425 | $4,900 |
| Carlos Villapudua for Assemby 2022 | |||||
| 1017 L Street 794 | Sacramento | CA | 95814 | 861813496 | $1,500 |
| Cecilia Aguiar-Curry for Assembly | |||||
| 1414 K Street Ste 250 | Sacramento | CA | 95814 | 853859083 | $3,000 |
| Chris Holden for Assembly 2022 | |||||
| 1017 L Street Ste 292 | Sacramento | CA | 95814 | 861868329 | $1,500 |
| Cottie Petrie-Norris for Assembly 2 | |||||
| 110 O Street Ste 200 | Sacramento | CA | 95814 | 854098342 | $8,900 |
| David Alvarez for Assembly 2022 | |||||
| 1787 Tribute Road Ste K | Sacramento | CA | 95814 | 874290261 | $4,900 |
| David Alvarez -Special Election 22 | |||||
| 1017 L Street 908 | Sacramento | CA | 95814 | 874521857 | $4,900 |
| Evan Low for Assembly 2022 | |||||
| 1414 K Street Ste 250 | Sacramento | CA | 95814 | 853864617 | $2,500 |
| Gallagher for Assembly 2022 | |||||
| 4202 H Street | Sacramento | CA | 95819 | 854198765 | $7,400 |
| Grayson for Assembly 2022 | |||||
| 1017 L Street 903 | Sacramento | CA | 95814 | 853798068 | $5,400 |
| John Hoover for Assembly 2022 | |||||
| 10093 Davis Road | Wilton | CA | 95693 | 873583154 | $2,000 |
| Laurie Davis for Assembly 2022 | |||||
| PO Box 730 | Hilmar | CA | 95324 | 842487320 | $2,000 |
| Phil Ting for Assembly 2022 | |||||
| 1017 L Street 292 | Sacramento | CA | 95814 | 863158175 | $2,000 |
| Re-Elect Eleni Kounalakis for LG | |||||
| 1787 Tribute Road Ste K | Sacramento | CA | 95815 | 832484378 | $7,500 |
| Reyes for Assembly 2022 | |||||
| 1017 L Street 292 | Sacramento | CA | 95814 | 861255397 | $2,000 |
| Roger Niello for Senate 2022 | |||||
| 4202 H Street | Sacramento | CA | 95819 | 874508273 | $9,800 |
| Sen Steven Bradford Officer Holder | |||||
| 777 S Figueroa St Ste 40 | Los Angeles | CA | 90017 | 921215790 | $3,000 |
| Sharon Quirk-Silva for Assembly 22 | |||||
| 921 11th St Ste 904 | Sacramento | CA | 95814 | 853950509 | $2,500 |
| Shawn Kumagai for State Assembly | |||||
| 1787 Tribute Road Ste K | Sacramento | CA | 95815 | 874196015 | $4,900 |
| Suzette Valladares for Assembly 22 | |||||
| PO Box 601345 | Sacramento | CA | 95860 | 842930961 | $4,900 |
| The California Republican Party | |||||
| 1001 K Street 4th Flr | Sacramento | CA | 95814 | 951144040 | $2,500 |
| Vince Fong for Assembly 2022 | |||||
| PO Box 661045 | Sacramento | CA | 95866 | 861240833 | $5,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,192,079 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $374,705 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $374,705 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,424,851 | AggregateReportedDuesNtcAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $250,918 | OtherCostOrOtherBasisAmt |
| Depreciation | $95,432 | DepreciationAmt |
| Book Value | $155,486 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $275,126 | OtherCostOrOtherBasisAmt |
| Depreciation | $146,216 | DepreciationAmt |
| Book Value | $128,910 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,181 | DepreciationAmt |
| Book Value | $3,819 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $288,215 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deposits | $60,493 |
| Due from Affiliates | $1,404,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,465,099 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Affiliates | $43,264 |
| Lease Liability | $4,995,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,038,375 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lance Hastings | PersonNm |
| Title | President & CEO | TitleTxt |
| Base Compensation Filing Org | $368,030 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $368,030 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | STATUTORY MEMBERSHIP WITH VOTING RIGHTS AVAILABLE TO MANUFACTURERS, PROCESSORS AND TECHNOLOGY BASED ON INDUSTRIES WHO SUBSCRIBE TO THE PRINCIPLES OF THE ASSOCIATION AND WHO CARRY ON OPERATIONS WITHIN THE STATE, AND RESEARCH AND DEVELOPMENT COMPANIES HAVING FACILITIES WITHIN THE STATE, WHO LIKEWISE SUBSCRIBE TO ALL PRINCIPLES OF THE ASSOCIATION AND WHOSE INTERESTS ARE COMPATIBLE WITH CALIFORNIA MANUFACTUERES. ANY ELIGIBLE PARTY SHALL BECOME A MEMBER ON APPROVAL OF THE MEMBERSHIP APPLICATION BYPRESIDENT OR THE EXECUTIVE COMMITTEE AND PAYMENT OF DUES UNDER SECTION 5 OF THIS ARTICLE. NON-VOTING HONORARY LIFE AND ASSOCIATE MEMBERSHIP IS AVAILABLE TO ORGANIZATIONS NOT QUALIFYING FOR STATUTORY MEMBERSHIP. |
| Form 990, Part VI, Section A, Line 7a | SUBJECT TO THE BYLAWS, THE MEMBERS SHALL HAVE THE RIGHT TO VOTE, AS SET FORTH IN THESE BYLAWS, ON THE ELECTION OF DIRECTORS. THE ANNUAL ELECTION OF DIRECTORS SHALL BE CONDUCTED BY WRITTEN BALLOT. |
| Form 990, Part VI, Section A, Line 7b | CHANGES TO ARTICLES OF INCORPORATION AND BYLAWS ARE SUBJECT TO APPROVAL. |
| Form 990, Part VI, Section B, Line 11b | FORM 990 PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING FOR REVIEW AND APPROVAL. |
| Form 990, Part VI, Section B, Line 12c | ALL EMPLOYEES MUST AVOID SITUATIONS INVOLVING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. PERSONAL OR ROMANTIC INVOLVEMENT WITH A COMPETITOR, SUPPLIER, OR SUBORDINATE EMPLOYEE OF CMTA, CAN IMPAIR AN EMPLOYEE'S ABILITY TO EXERCISE GOOD JUDGMENT ON BEHALF OF THE COMPANY AND CAN CREATE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. SUPERVISOR-SUBORDINATE ROMANTIC OR PERSONAL RELATIONS CAN ALSO LEAD TO SUPERVISORY PROBLEMS, POSSIBLE CLAIMS OF SEXUAL HARASSMENT, AND MORALE PROBLEMS.AN EMPLOYEE INVOLVED IN ANY OF THE TYPES OF RELATIONSHIPS OR SITUATIONS DESCRIBED IN THIS POLICY SHOULD IMMEDIATELY AND FULLY DISCLOSE THE RELEVANT CIRCUMSTANCES TO HIS OR HER IMMEDIATE SUPERVISOR, OR ANY OTHER APPROPRIATE SUPERVISOR, FOR A DETERMINATION ABOUT WHETHER A POTENTIAL OR ACTUALCONFLICT EXISTS. IF AN ACTUAL OR POTENTIAL CONFLICT IS DETERMINED, CMTA MAY TAKE WHATEVER CORRECTIVE ACTION APPEARS APPROPRIATE ACCORDING TO THE CIRCUMSTANCES. FAILURE TO DISCLOSE FACTS SHALL CONSTITUTE GROUNDS FOR DISCIPLINARY ACTION. |
| Form 990, Part VI, Section B, Line 15a | THE PROCESS INCLUDES THE USE OF COMPARABILITY DATA AND BOARD DELIBERATION AND APPROVAL (WITHOUT CONTEMPORANEOUS DOCUMENTATION - EXECUTIVE SESSION ONLY). SALARY SURVEY PERFORMED WITH INDEPENDENT INPUT; ANNUAL PARTICIPATION IN SURVEYS OF COUNCIL OF STATE MANUFACTURERS (COSMA). ANNUALLY, THE DIRECTOR AND THE PRESIDENT MAKE BONUS AND RAISE RECOMMENDATIONS TO THE BOARD, WHICH THEY DISCUSS. ANY INCREASES OR BONUS APPROVALS ARE IN WRITING AND DELIVERED BY THE CHAIRMAN OF THE BOARD. DECISIONS FOR THE TOP POSITIONS ARE DEALT WITH INDIVIDUALLY. |
| Form 990, Part VI, Section C, Line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THEY ARE ALSO AVAILABLE AT THE MAIN OFFICE LOCATION DURING NORMAL BUSINESS HOURS. |
| Form 990, Part XI, Line 9 | Equity in Income of Subsidiary = $12575 |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CMTA Service Corporation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 L Street Suite 700 | AddressLine1Txt |
| City | Sacramento | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680088749 | EIN |
| Primary Activities | Administrative Services | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CMTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Share Of Total Income | $913,574 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,902,300 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CMTA Service Corporation | ||
| a | $87,790 | Actual Amount |
| CMTA Service Corporation | ||
| o | $239,179 | Actual Amount |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Sch. R, Part V, 1k | FormAndLineReferenceDesc |
| Explanation | PERFORMANCE OF ADMINISTRATIVE DUTIES FOR CMTA SERVICE CORP: AS PART OF THE ADMINISTRATIVE FEE FUNCTION PROVIDED TO ITS SUBSIDIARY,CMTA ACCOUNTING STAFF PROCESSES ACCOUNTS PAYABLE FOR BOTH ENTITIES ANDWHEN POSSIBLE CONSOLIDATES PAYMENTS TO VENDORS, CHARGING BACK THESUBSIDIARY'S SHARE THROUGH AN INTER-FUND ACCOUNT. ALLOCATIONS OFEXPENSE TO THE SUBSIDIARY ARE VERIFIED PERIODICALLY BASED UPON ACTUALEXPENSES (I.E. SQUARE FOOTAGE OCCUPIED, HOURS EXPENDED, ETC.) THECHARGES/EXPENSES ARE ACTUAL COSTS; NO PROFIT FROM THESE TRANSACTIONS ISRECOGNIZED. | ExplanationTxt |