2022-02-11T14:53:16-06:00 2021-05-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DRIVE STE 100 SACRAMENTO CA 95833 990 2020-06-01 941301733 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION CALI 4084731000 2045 LUNDY AVE SAN JOSE CA 95131 STEVE BRASHEAR CHIEF FINANCIAL OFFICER 4084731000 2022-02-07 1 STEVE BRASHEAR 999009999 KEITH R GLEN P01317613 9166466464 2022-02-07 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KEITH PACE 2045 LUNDY AVE SAN JOSE CA 95131 88789411 0 4057 X WWW.CSEA.COM X 1927 CA TO IMPROVE THE LIVES OF OUR MEMBERS, STUDENTS, AND COMMUNITY. 15 15 294 15 376250 104719 619973 219893 79156445 77446107 1722285 1787733 1214862 842576 82713565 80296309 198401 279903 0 0 38625755 40420112 0 0 0 14338425 10144889 53162581 50844904 29550984 29451405 119378583 160720307 55296644 6163774 64081939 154556533 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 47 0 1 294 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 STEVE BRASHEAR CFO 4084731000 2045 LUNDY AVENUE SAN JOSE CA 95131 BENJAMIN VALDEPENA ASSOCIATION PRESIDENT 40.00 X X 1200 0 0 MATTHEW DISHMAN ASSOCIATION 1ST VP 5.00 X X 600 0 0 ADAM WEINBERGER ASSOCIATION 2ND VP 5.00 X X 600 0 0 MONICA HAN ASSOCIATION SECRETARY 5.00 X X 600 0 0 ALLAN CLARK PAST PRESIDENT 5.00 X 600 0 0 WAYNE HARRIS AREA DIRECTOR A 5.00 X 600 0 0 FRANK RODRIGUEZ AREA DIRECTOR B 5.00 X 100 0 0 COLETTE HETLAND AREA DIRECTOR B 5.00 X 500 0 0 MACHELLE KESSINGER AREA DIRECTOR C 5.00 X 600 0 0 RAMELDIA MARK AREA DIRECTOR D 5.00 X 600 0 0 CARMEN ALESSANDRO AREA DIRECTOR E 5.00 X 600 0 0 DALE SORENSON AREA DIRECTOR F 5.00 X 600 0 0 IVAN PASTRANO AREA DIRECTOR G 5.00 X 600 0 0 BILL HAGAR AREA DIRECTOR H 5.00 X 600 0 0 DONALD SNYDER AREA DIRECTOR I 5.00 X 600 0 0 BEATRIZ MORA AREA DIRECTOR K 5.00 X 600 0 0 KEITH PACE EXECUTIVE DIRECTOR 40.00 X 278557 0 142465 STEVE BRASHEAR CHIEF FINANCIAL OFFICER 40.00 X 223391 0 113247 ANDREW KAHN CHIEF COUNSEL 40.00 X 234561 0 118772 CHARLES GOETCHIUS DIRECTOR OF FIELD OPERATION 40.00 X 219954 0 118211 DAVID SCHAPIRA DIRECTOR OF GOVERNMENTAL RELATIONS 40.00 X 199523 0 111330 DEBRA COLE FIELD DIRECTOR 40.00 X 199160 0 103246 ESPIE MEDELLIN FIELD DIRECTOR 40.00 X 197472 0 90244 1562218 0 797515 100 0 1 0 PROMOCO 401 SEVENTH ST PETALUMA CA 94952 MARKETING 497866 BAY AREA BUILDERS INC 3360 DE LA CRUZ BLVD SANTA CLARA CA 95054 BUILDING MAINTENANCE 165092 ON24 INC 50 BEALE ST 8TH FLOOR SAN FRANCISCO CA 94105 ONLINE CONFERENCE PLATFORM 126000 ROBERT HALF PO BOX 743295 LOS ANGELES CA 90074 OFFICE STAFFING 125836 GILBERT CPAS 2880 GATEWAY OAKS DR 100 SACRAMENTO CA 95833 ACCOUNTING SERVICES 104500 5 219893 219893 MEMBERSHIP DUES 900099 77251141 77251141 TRAINING PROGRAMS 900099 148436 148436 CONFERENCE 900099 46530 46530 77446107 1565835 1565835 155420 155420 8715000 8457261 35841 257739 -35841 221898 221898 RELEASE TIME REVENUE 900099 267349 267349 ADMINISTRATIVE SERVICE 561000 224167 224167 ADVERTISING REVENUE 541800 152083 152083 43557 43557 687156 80296309 77710483 376250 1989683 146234 133669 767260 25204007 8255363 4239513 1953969 65618 1794970 365470 1603868 556829 1891749 76728 278923 70684 914050 641576 MEMBERSHIP DUES 1517305 ISSUES CONTRIBUTIONS 243701 123418 50844904 47428125 56009849 10836776 5377484 23005 11819 490877 428352 281009 403772 31838395 20033342 12067971 11805053 45209685 66879242 3041135 19804736 119378583 160720307 2455288 2351071 1177903 1468625 51663453 2344078 55296644 6163774 X 64081939 154556533 64081939 154556533 119378583 160720307 X 29451405 4258138 56765051 X X 0 1 X 1 0 1658283 13600 PACE OF CSEA PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 680236443 969345 PACE OF CSEA LOCAL STATE FEDERAL CANDIDATES 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 272195724 688938 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 21972705 16643989 5328716 45086 45086 0 6164644 3344267 2820377 11805053 DEPOSITS AND LOAN FEES 170355 ADVANCES 41972 ACCRUED POSTRETIREMENT BENEFIT ASSET 13638731 ACCRUED PENSION COST ASSET 5953678 19804736 CAPITAL LEASE OBLIGATIONS 2344078 2344078 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 2014. 1 CAPITAL & MAIN 1910 W SUNSET BLVD SUITE 740 LOS ANGELES CA 90026 810895767 501(C)(3) 65000 0 CHARTER SCHOOL REPORTING PROJECT CALIFORNIANS DEDICATED TO EDUCATION FOUNDATION 1430 N STREET SUITE 6208 SACRAMENTO CA 95814 450676449 501(C)(3) 8000 0 GENERAL ASSISTANCE CALIFORNIA TEACHERS ASSOCIATION 1705 MURCHISON DRIVE BURLINGAME CA 94010 940362310 501(C)(5) 38280 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 3 2 SCHOLARSHIPS 153 133669 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 268749 0 9808 0 0 0 115189 0 27276 0 421022 0 0 0 STEVE BRASHEAR CHIEF FINANCIAL OFFICER 215317 0 8074 0 0 0 92457 0 20790 0 336638 0 0 0 ANDREW KAHN CHIEF COUNSEL 226083 0 8478 0 0 0 97080 0 21692 0 353333 0 0 0 CHARLES GOETCHIUS DIRECTOR OF FIELD OPERATION 212264 0 7690 0 0 0 90935 0 27276 0 338165 0 0 0 DAVID SCHAPIRA DIRECTOR OF GOVERNMENTAL RELATIONS 192199 0 7324 0 0 0 82530 0 28800 0 310853 0 0 0 DEBRA COLE FIELD DIRECTOR 192517 0 6643 0 0 0 82456 0 20790 0 302406 0 0 0 ESPIE MEDELLIN FIELD DIRECTOR 190829 0 6643 0 0 0 81742 0 8502 0 287716 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 2006. 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 56,538,603. TRANSFER OF NET ASSETS TO ASSISTANCE FUND -79,554. CONTRIBUTIONS FROM ASSISTANCE FUND 306,002. 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