CALIFORNIA MANUFACTURERS AND TECHNOLOGY ASSOCIATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA MANUFACTURERS AND TECHNOLOGY ASSOCIATION (EIN 95-1461050)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349316579
- Schema version
- 2021v4.2
- 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 | 2022-11-14T16:27:21-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680000424 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BFBA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 SCRIPPS DRIVE STE 210 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 SUITE 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 |
| Phone | 9164983310 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA A FAITH | PreparerPersonNm |
| PTIN | P00294123 | PTIN |
| Phone | 9169240800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 SUITE 700 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,420,036 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $85,232 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $478,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $643,170 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,214,580 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,915,743 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,031 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,648 | CYInvestmentIncomeAmt |
| PY Other Revenue | $554,547 | PYOtherRevenueAmt |
| CY Other Revenue | $783,475 | CYOtherRevenueAmt |
| PY Total Revenue | $3,251,158 | PYTotalRevenueAmt |
| CY Total Revenue | $3,345,036 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $104,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $35,479 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,071,467 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,508,023 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,901,992 | PYOtherExpensesAmt |
| CY Other Expenses | $1,505,390 | CYOtherExpensesAmt |
| PY Total Expenses | $3,077,959 | PYTotalExpensesAmt |
| CY Total Expenses | $3,048,892 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $173,199 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $296,144 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,305,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,873,192 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,465,797 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,582,055 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $840,113 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,291,137 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | 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 RESTRICTED FUNDS 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 REGULATIONS 3.) 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 AWAREMESS ON AIR QUALITY ISSUES IN CALIFORNIA 8.) GET REAL: FOR MATTERS RELAING TOA 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 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCE HASTINGS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9164983310 | PhoneNum |
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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| LANCE HASTINGS | ||||||||
| PRESIDENT | 35.00 | 5.00 | Yes (X) | $365,152 | $0 | $61,028 | ||
| JOHN DICARO | ||||||||
| VICE PRESIDENT | 35.00 | 5.00 | Yes (X) | $133,847 | $0 | $32,338 | ||
| ROBERT SANGER | ||||||||
| MANAGER OF TRAINING SERVIC | 5.00 | 35.00 | $118,225 | $0 | $12,925 | Yes (X) | ||
| JOE AHN | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MELISSA AMELUXEN | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CORY ANDERSON | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRIS BELLE | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| NEIL BEUP | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BETSY BRIEN | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CRYSTAL CLARK | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CHEYANNE COOK | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CALLI DALY | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| FRANK DE LIMA | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KELLIE DUHR | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JENNIFER FITZGERALD | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SCOTT FOLWARKOW | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ROSS GOOD | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ADRIAN GUERRERO | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIN GUERRERO | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES HALLORAN | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| PATRICK HAYES | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| PAMELA KAN | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| LARRY KAST | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DONNA KAYLOR | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ARCADI KOLCHAK | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHEN KONIG | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS LAWSON | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CYNTHIA LEON | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVE LESHER | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JUANITA MARTINEZ | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIC MCAFEE | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ERMELINDA MORETTI | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| HANS NEIDIG | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SARA O'NEIL-BOUTON | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHELLE ORROCK | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARGO PARKS | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CURTIS RAULINAITIS | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN REGIS | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ALLISON ROSE | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| VITALIY RUSAKOV | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| TINA SELF | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BRIAN SERNULKA | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CAROLINE SILVEIRA | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID SPROSS | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DOUG STANG | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SCOTT STARR | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARK TAYLOR | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| AMY ZAJAC | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $617,224 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $106,291 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SENATOR SEAGATE LP | |||||
| DEPT LA 24894 | PASADENA | CA | 91185 | RENT | $583,429 |
| DOWNEY BRAND ATTORNEYS | |||||
| 621 CAPITOL MALL 18TH FLOOR | SACRAMENTO | CA | 95814 | LEGAL | $138,397 |
| MCHUGH KEOPKE & ASSOCIATES | |||||
| 1121 L ST 103 | SACRAMENTO | CA | 95814 | GOVERNMENT RELATIONS | $118,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $265,000 | MembershipDuesAmt |
| Government Grants | $268,354 | GovernmentGrantsAmt |
| All Other Contributions | $109,816 | AllOtherContributionsAmt |
| Total Contributions | $643,170 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP SUPPORT | 561000 | $1,474,795 | $1,474,795 |
| RESTRICTED FUNDS SUPPO | 561000 | $421,019 | $421,019 |
| QUALIFIED SPONSORSHIPS | 561000 | $19,929 | $19,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,915,743 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,648 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,648 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $434,664 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $434,664 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $434,664 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $85,232 | UnrelatedBusinessRevenueAmt |
| Exclusion | $349,432 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| 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 |
|---|---|---|---|
| REIMB-SHARING OF EE | 561000 | $325,859 | $325,859 |
| TENANT REIMBURSEMENTS | 561000 | $11,563 | $11,563 |
| TAX REFUND 990-T | 561000 | $11,389 | $11,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $348,811 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,345,036 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,267,202 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $85,232 | UnrelatedBusinessRevenueAmt |
| Exclusion | $349,432 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,479 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,365 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,316 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,376 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,948 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,018 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,839 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,927 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,000 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,675 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,590 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,271 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,301 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,335 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,709 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,545 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,354 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,186 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| DUES & SUBSCRIPTIONS | $49,217 |
| PAC CONTRIBUTIONS-SCH C | $25,713 |
| TAXES/FILING FEES | $4,728 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,048,892 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,215 | BOYAmt |
| EOY | $723,489 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,542 | BOYAmt |
| EOY | $136,124 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,162 | BOYAmt |
| EOY | $59,075 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,073 | BOYAmt |
| EOY | $19,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $521,186 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $205,041 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,507 | BOYAmt |
| EOY | $316,145 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,918 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$138,293 | BOYAmt |
| EOY | $18,504 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,312,786 | BOYAmt |
| EOY | $1,599,933 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,305,910 | BOYAmt |
| EOY | $2,873,192 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,580 | BOYAmt |
| EOY | $23,673 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,107 | BOYAmt |
| EOY | $625,475 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $910,110 | BOYAmt |
| EOY | $932,907 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,465,797 | BOYAmt |
| EOY | $1,582,055 | 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 | $670,856 | BOYAmt |
| EOY | $1,095,001 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,257 | BOYAmt |
| EOY | $196,136 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,113 | BOYAmt |
| EOY | $1,291,137 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,305,910 | BOYAmt |
| EOY | $2,873,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $296,144 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,917 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $156,797 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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
Section527 Political Org Section527PoliticalOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Contributions Rcvd DlvrContributionsRcvdDlvrAmt |
|---|---|---|---|---|---|
| RE-ELECT ELENI KOUNALAKIS FOR LT GOVERNOR 2022 | |||||
| 1787 TRIBUTE RD SUITE K | SACRAMENTO | CA | 95815 | 832484378 | $5,000 |
| HEATH FLORA FOR ASSEMBLY 2022 | |||||
| 9460 TEGNER ROAD | HILMAR | CA | 95324 | 474012574 | $4,000 |
| GIPSON FOR ASSEMBLY 2022 | |||||
| 921 11TH STREET SUITE 904 | SACRAMENTO | CA | 95814 | 853856245 | $3,000 |
| GRAYSON FOR ASSEMBLY 2022 | |||||
| 1017 L STREET 903 | SACRAMENTO | CA | 95814 | 853798068 | $2,500 |
| SHARON QUIRK-SILVA FOR ASSEMBLY 2022 | |||||
| 921 11TH STREET SUITE 904 | SACRAMENTO | CA | 95814 | 853950509 | $4,848 |
| JIM FRAZIER FOR ASSEMBLY 2022 | |||||
| 1017 L STREET 794 | SACRAMENTO | CA | 95814 | 854068324 | $2,500 |
| VINCE FONG FOR ASSEMBLY 2022 | |||||
| 4202 H STREET | SACRAMENTO | CA | 95819 | 861240833 | $3,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,160,814 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $260,126 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $260,126 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,404,529 | AggregateReportedDuesNtcAmt |
| Taxable | -$1,144,403 | TaxableAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $250,918 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,129 | DepreciationAmt |
| Book Value | $174,789 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $245,268 | OtherCostOrOtherBasisAmt |
| Depreciation | $116,065 | DepreciationAmt |
| Book Value | $129,203 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,847 | DepreciationAmt |
| Book Value | $12,153 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $316,145 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $1,539,440 |
| DEPOSITS | $60,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,599,933 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED VACATION | $306,655 |
| DEFERRED RENT | $597,297 |
| DUE TO AFFILIATES | $28,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $932,907 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,224,186 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,917 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $218,315 | OtherRevenueAmt |
| Revenue Not Reported | $216,398 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,007,788 | RevenueSubtotalAmt |
| Other Revenues Not Included | $337,248 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $337,248 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,345,036 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,773,162 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $61,518 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $61,518 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,711,644 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $337,248 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $337,248 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,048,892 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EQUITY INCOME OF SUBSIDIARY 156,797. PY EQUITY SUBSIDIARY INCOME ADJUSTMENT 61,518. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TAX REFUND-RECLASS FROM EXPENSE 11,389. REIMBURSEMENT SHARING OF EMPLOYEES-SUBSIDIARY 325,859. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PY EQUITY SUBSIDIARY INCOME ADJUSTMENT 61,518. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TAX REFUND-RECLASS FROM EXPENSE 11,389. REIMBURSEMENT SHARING OF EMPLOYEES-SUBSIDIARY 325,859. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MEMORIAL CONTRIBUTION | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $15,000 | CashGrantAmt |
| Non Cash Assistance | SUPPORT FOR BOUTON FAMILY | NonCashAssistanceDesc |
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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LANCE HASTINGS | ||||||||||||||
| PRESIDENT | $290,152 | $0 | $75,000 | $0 | $0 | $0 | $18,750 | $0 | $42,278 | $0 | $426,180 | $0 | $0 | $0 |
| JOHN DICARO | ||||||||||||||
| VICE PRESIDENT | $109,889 | $0 | $23,958 | $0 | $0 | $0 | $7,248 | $0 | $25,090 | $0 | $166,185 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I LINE 1 - ORGANIZATION 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. |
| FORM 990, PART VI, SECTION A, LINE 6 | LINE 6 EXPLANATION - 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 BY PRESIDENT 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 | LINE 7A EXPLANATION - 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 | LINE 7B EXPLANATION - CHANGES TO ARTICLES OF INCORPORATION AND BYLAWS ARE SUBJECT TO APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - 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 ACTUAL CONFLICT 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 15 | 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 INCOME OF SUBSIDARY 156,797. |
| SCH R, PART V,1K | 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 AND WHEN POSSIBLE CONSOLIDATES PAYMENTS TO VENDORS, CHARGING BACK THE SUBSIDIARY'S SHARE THROUGH AN INTER-FUND ACCOUNT. ALLOCATIONS OF EXPENSE TO THE SUBSIDIARY ARE VERIFIED PERIODICALLY BASED UPON ACTUAL EXPENSES (I.E. SQUARE FOOTAGE OCCUPIED, HOURS EXPENDED, ETC.) THE CHARGES/EXPENSES ARE ACTUAL COSTS; NO PROFIT FROM THESE TRANSACTIONS IS RECOGNIZED. |
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 | CA MANUF & TECH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $2,409,431 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CMTA SERVICE CORPORATION | ||
| A | $85,233 | ACTUAL AMOUNT |
| CMTA SERVICE CORPORATION | ||
| O | $325,859 | ACTUAL AMOUNT |