CALIFORNIA TEACHERS ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA TEACHERS ASSOCIATION (EIN 94-0362310)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-11
- IRS object ID
- 202541929349300104
- Schema version
- 2023v6.0
- 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 | 2025-07-11T04:16:14-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 TOWN CENTER DRIVE SUITE 1000 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 940362310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA TEACHERS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 6506971400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 MURCHISON DRIVE | AddressLine1Txt |
| City | BURLINGAME | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIKA JONES | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6506971400 | PhoneNum |
| Signature | 2025-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA KARANTONIS | PreparerPersonNm |
| PTIN | P00969387 | PTIN |
| Phone | 7144367100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID GOLDBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 MURCHISON DRIVE | AddressLine1Txt |
| City | BURLINGAME | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $334,134,375 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CTA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1907 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE CALIFORNIA TEACHERS ASSOCIATION EXISTS TO PROTECT AND PROMOTE THE WELL-BEING OF ITS MEMBERS; TO IMPROVE THE CONDITIONS OF TEACHING AND LEARNING; TO ADVANCE THE CAUSE OF FREE, UNIVERSAL, AND QUALITY PUBLIC EDUCATION FOR ALL STUDENTS; TO ENSURE THAT THE HUMAN DIGNITY AND CIVIL RIGHTS OF ALL CHILDREN, YOUTH, AND ADULTS ARE PROTECTED; AND TO SECURE A MORE JUST, EQUITABLE, AND DEMOCRATIC SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 482 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $86,497 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $208,808,099 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $217,980,320 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,322,622 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,445,352 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,564,359 | PYOtherRevenueAmt |
| CY Other Revenue | $2,210,321 | CYOtherRevenueAmt |
| PY Total Revenue | $220,695,080 | PYTotalRevenueAmt |
| CY Total Revenue | $238,635,993 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $101,250,870 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $111,471,004 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $94,609,798 | PYOtherExpensesAmt |
| CY Other Expenses | $102,300,679 | CYOtherExpensesAmt |
| PY Total Expenses | $195,860,668 | PYTotalExpensesAmt |
| CY Total Expenses | $213,771,683 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $24,834,412 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,864,310 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $516,933,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $588,311,039 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $73,201,195 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,523,369 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $443,732,570 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $511,787,670 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CALIFORNIA TEACHERS ASSOCIATION EXISTS TO PROTECT AND PROMOTE THE WELL-BEING OF ITS MEMBERS; TO IMPROVE THE CONDITIONS OF TEACHING AND LEARNING; TO ADVANCE THE CAUSE OF FREE, UNIVERSAL, AND QUALITY PUBLIC EDUCATION FOR ALL STUDENTS; TO ENSURE THAT THE HUMAN DIGNITY AND CIVIL RIGHTS OF ALL CHILDREN, YOUTH, AND ADULTS ARE PROTECTED; AND TO SECURE A MORE JUST, EQUITABLE, AND DEMOCRATIC SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | LOCAL SERVICE DELIVERY - CTA ASSISTS ITS LOCAL CHAPTERS IN BARGAINING FOR SALARIES AND INDIVIDUAL AND EMPLOYMENT RIGHTS IN KEEPING WITH THE ACADEMIC AND PROFESSIONAL STATUS OF ITS MEMBERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATEWIDE PROGRAMS - CTA REPRESENTS MEMBERS IN GOVERNMENTAL RELATIONS, ACTS AS THE VOICE OF PUBLIC EDUCATION, PROMOTES HUMAN AND CIVIL RIGHTS, AND REPRESENTS MEMBERS IN PROFESSIONAL AND CAREER DEVELOPMENT MATTERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPORT SERVICES - CTA PROVIDES A PROGRAM OF ECONOMIC BENEFITS AND RESOURCES FOR MEMBERS, WORKS TO MAINTAIN AND EXPAND ITS MEMBERSHIP TO REMAIN EFFECTIVE IN DEFENDING AND ADVANCING ITS MEMBERS' INTERESTS, AND MAINTAINS A GOVERNANCE SYSTEM DESIGNED TO ACHIEVE BROAD MEMBERSHIP INVOLVEMENT AND DEMOCRATIC DECISION-MAKING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 200 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 482 | 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 | 0 | NondeductibleContributionsInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEI PAN ASSOCIATE EXECUTIVE DIRECTORCONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6506971400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 MURCHISON DRIVE | AddressLine1Txt |
| City | BURLINGAME | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DAVID B GOLDBERG | ||||||||||
| PRESIDENT | 40.00 | 3.00 | Yes (X) | Yes (X) | $228,913 | $0 | $131,851 | |||
| LESLIE S LITTMAN | ||||||||||
| VICE PRESIDENT | 40.00 | 3.00 | Yes (X) | Yes (X) | $210,730 | $0 | $119,485 | |||
| ERIKA L JONES | ||||||||||
| SECRETARY/TREASURER | 40.00 | 4.00 | Yes (X) | Yes (X) | $120,546 | $0 | $63,523 | |||
| TAUNYA JACO | ||||||||||
| DIRECTOR (TO 6/25/24) | 40.00 | 0.00 | Yes (X) | $49,355 | $0 | $6,294 | ||||
| DENISE M BRADFORD | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $47,561 | $0 | $6,077 | ||||
| DEWAYNE T SHEAFFER | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $46,079 | $0 | $7,146 | ||||
| EVANGELINA RUIZ | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $46,556 | $0 | $6,497 | ||||
| JOSEPH A BARTELL | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $45,667 | $0 | $7,146 | ||||
| GREGORY T ABT | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $46,149 | $0 | $6,497 | ||||
| MARGARET GRANADO | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $45,602 | $0 | $6,077 | ||||
| JESSE M AGUILAR | ||||||||||
| DIRECTOR | 40.00 | 1.00 | Yes (X) | $44,918 | $0 | $6,497 | ||||
| MICHAEL A PATTERSON | ||||||||||
| DIRECTOR | 40.00 | 2.00 | Yes (X) | $44,335 | $0 | $6,726 | ||||
| CHRISTOPHER E BUSHEE | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $44,707 | $0 | $6,272 | ||||
| GREGORY E BONACCORSI | ||||||||||
| DIRECTOR (TO 6/25/24) | 40.00 | 0.00 | Yes (X) | $44,335 | $0 | $6,497 | ||||
| SHELLY Y GUPTON | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $44,335 | $0 | $6,077 | ||||
| ANGELA K NORMAND | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $43,918 | $0 | $6,077 | ||||
| KISHA BORDEN | ||||||||||
| DIRECTOR | 40.00 | 1.00 | Yes (X) | $43,144 | $0 | $6,272 | ||||
| ROBERT D ELLIS | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $43,185 | $0 | $6,077 | ||||
| VANCEDRIC WILLIAMS | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $42,186 | $0 | $6,509 | ||||
| ANGELA DER RAMOS | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $42,348 | $0 | $5,786 | ||||
| WENDY ECCLES | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $38,577 | $0 | $4,839 | ||||
| GRANT SCHUSTER | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $35,438 | $0 | $3,766 | ||||
| MELANIE A HOUSE | ||||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $34,275 | $0 | $3,538 | ||||
| MARITZA AVILA | ||||||||||
| DIRECTOR (FROM 6/26/24) | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIPAZ BERLIN | ||||||||||
| DIRECTOR (FROM 6/26/24) | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| WALTER J BOYD | ||||||||||
| EXECUTIVE DIRECTOR (TO 3/3/24) | 40.00 | 1.00 | $306,891 | $0 | $228,925 | Yes (X) | ||||
| JEFFERY GOOD | ||||||||||
| EXECUTIVE DIRECTOR (FROM 3/4/24) | 40.00 | 1.00 | $253,351 | $0 | $195,429 | Yes (X) | ||||
| WEI PAN | ||||||||||
| ASSOCIATE EXEC. DIR. / CONTROLLER | 40.00 | 0.00 | $309,650 | $0 | $219,313 | Yes (X) | ||||
| REBECCA A ZOGLMAN | ||||||||||
| ASSOCIATE EXECUTIVE DIRECTOR | 40.00 | 0.00 | $307,438 | $0 | $219,594 | Yes (X) | ||||
| JESUS QUINONEZ | ||||||||||
| LEGAL DIRECTOR (TO 10/2/23) | 40.00 | 0.00 | $307,558 | $0 | $217,473 | Yes (X) | ||||
| LAURA P JURAN | ||||||||||
| ASSOCIATE EXEC. DIR. / CHIEF COUNSEL | 40.00 | 0.00 | $304,379 | $0 | $217,719 | Yes (X) | ||||
| TERESA G HOLOMAN | ||||||||||
| ASSOCIATE EXECUTIVE DIRECTOR | 40.00 | 0.00 | $301,720 | $0 | $216,913 | Yes (X) | ||||
| SERGIO MARTINEZ | ||||||||||
| FORMER DIRECTOR | 0.00 | 0.00 | $14,350 | $0 | $4,565 | Yes (X) | ||||
| ROBERTA KREITZ | ||||||||||
| FORMER DIRECTOR | 0.00 | 0.00 | $11,360 | $0 | $5,051 | Yes (X) | ||||
| ERNEST T BOYD | ||||||||||
| FORMER PRESIDENT | 0.00 | 0.00 | $205,084 | $0 | $123,689 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,754,640 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,084,197 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 319 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LANGENKAMP CURTIS PRICE LLP | |||||
| 1231 I STREET SUITE 100 | SACRAMENTO | CA | 95814 | LEGAL SERVICES | $1,491,367 |
| TUTTLE MCCLOSKEY | |||||
| 750 EAST BULLARD STE 101 | FRESNO | CA | 93710 | LEGAL SERVICES | $1,406,862 |
| DIXONDAVIS MEDIA GROUP LLC | |||||
| 1028 33RD STREET NW SUITE 300 | WASHINGTON | DC | 20007 | MEDIA SERVICES | $1,013,547 |
| BEESON TAYER BODINE | |||||
| 492 9TH STREET SUITE 350 | OAKLAND | CA | 94607 | LEGAL SERVICES | $992,987 |
| REICH ADELL CVITAN | |||||
| 330 N BRAND BLVD SUITE 250 | GLENDALE | CA | 91203 | LEGAL SERVICES | $636,736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES/FEES | 900099 | $212,978,772 | $212,978,772 |
| NEA UNISERV FUNDING | 900099 | $5,001,548 | $5,001,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $217,980,320 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,640,871 | TotalRevenueColumnAmt |
| Exclusion | $13,640,871 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,074,372 | TotalRevenueColumnAmt |
| Exclusion | $2,074,372 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,302,863 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $95,493,775 | SecuritiesAmt |
| Other | $4,607 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,809,088 | SecuritiesAmt |
| Other | -$4,607 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,804,481 | TotalRevenueColumnAmt |
| Exclusion | $4,804,481 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $86,497 | $86,497 | |
| RENTAL INCOME FROM AFFILIATES | 531120 | $44,175 | $44,175 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,277 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,277 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $135,949 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $238,635,993 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $217,985,597 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $86,497 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,563,899 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,915,178 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,200,869 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,149,023 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,999,649 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,206,285 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,456 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,238 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,828 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,175,518 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,089 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,751,465 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,472,191 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,193,781 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,197,526 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| LOCAL SERVICE DELIVERY | $38,459,228 |
| STATEWIDE PROGRAMS | $35,081,379 |
| MEMBERSHIP DUES TO FTL | $1,273,920 |
| CAPITAL EXPENDITURES | $1,112,658 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069,402 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,771,683 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,176,469 | BOYAmt |
| EOY | $1,907,707 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,903,881 | BOYAmt |
| EOY | $89,820,029 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,940,765 | BOYAmt |
| EOY | $6,363,258 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,796,948 | BOYAmt |
| EOY | $1,514,833 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $87,340,782 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,049,665 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,028,035 | BOYAmt |
| EOY | $39,291,117 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,014,406 | BOYAmt |
| EOY | $444,398,965 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,073,261 | BOYAmt |
| EOY | $5,015,130 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,933,765 | BOYAmt |
| EOY | $588,311,039 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,699,603 | BOYAmt |
| EOY | $11,861,763 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,158,745 | BOYAmt |
| EOY | $1,121,771 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,342,847 | BOYAmt |
| EOY | $63,539,835 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,201,195 | BOYAmt |
| EOY | $76,523,369 | 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 | $443,732,570 | BOYAmt |
| EOY | $511,787,670 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,732,570 | BOYAmt |
| EOY | $511,787,670 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,933,765 | BOYAmt |
| EOY | $588,311,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $24,864,310 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $43,104,422 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $86,368 | 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 C IRS990ScheduleC
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CTAABC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 MURCHISON DRIVE | AddressLine1Txt |
| City | BURLINGAME | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941618614 | EIN |
| Contributions Rcvd Dlvr | $2,284,130 | ContributionsRcvdDlvrAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,220,260 | OtherCostOrOtherBasisAmt |
| Book Value | $10,220,260 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,164,485 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,378,214 | DepreciationAmt |
| Book Value | $19,786,271 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,352,602 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,213,369 | DepreciationAmt |
| Book Value | $9,139,233 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,422,482 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,739,163 | DepreciationAmt |
| Book Value | -$316,681 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,180,953 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,718,919 | DepreciationAmt |
| Book Value | $462,034 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,291,117 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PAYROLL AND RELATED LIABILITIES | $3,870,350 |
| PAYABLE TO AFFILIATED ORGANIZATIONS | $24,464,141 |
| CURRENT PORTION OF LONG-TERM OBLIGATIONS | $8,028,642 |
| OTHER EMPLOYEE RELATED LONG-TERM OBLIGATIONS | $21,984,456 |
| LONG TERM OPERATING LEASE LIABILITIES | $2,759,982 |
| SHORT TERM OPERATING LEASE LIABILITIES | $2,300,322 |
| SHORT TERM FINANCING LEASE LIABILITIES | $81,112 |
| LONG TERM FINANCING LEASE LIABILITIES | $50,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $63,539,835 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION, THE INSTITUTE, THE FUND, AND THE FOUNDATION ARE ENTITIES DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C). CONSEQUENTLY, THESE ENTITIES ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER IRC SECTION 501(A) AND THE CORRESPONDING CALIFORNIA STATUTE WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE IRC, IS SUBJECT TO FEDERAL INCOME TAX. THE LLC IS CLASSIFIED AS A SINGLE-MEMBER DISREGARDED ENTITY, AND ITS ACTIVITIES ARE INCLUDED IN THE ASSOCIATION'S FEDERAL TAX RETURN. THE ASSOCIATION HAS NO LIABILITY FOR UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WALTER J BOYD | ||||||||||||||
| EXECUTIVE DIRECTOR (TO 3/3/24) | $271,378 | $0 | $0 | $0 | $35,513 | $0 | $198,823 | $0 | $30,102 | $0 | $535,816 | $0 | $0 | $0 |
| WEI PAN | ||||||||||||||
| ASSOCIATE EXEC. DIR. / CONTROLLER | $252,382 | $0 | $0 | $0 | $57,268 | $0 | $188,340 | $0 | $30,973 | $0 | $528,963 | $0 | $0 | $0 |
| REBECCA A ZOGLMAN | ||||||||||||||
| ASSOCIATE EXECUTIVE DIRECTOR | $252,382 | $0 | $0 | $0 | $55,056 | $0 | $188,621 | $0 | $30,973 | $0 | $527,032 | $0 | $0 | $0 |
| JESUS QUINONEZ | ||||||||||||||
| LEGAL DIRECTOR (TO 10/2/23) | $204,648 | $0 | $0 | $0 | $102,910 | $0 | $193,236 | $0 | $24,237 | $0 | $525,031 | $0 | $0 | $0 |
| LAURA P JURAN | ||||||||||||||
| ASSOCIATE EXEC. DIR. / CHIEF COUNSEL | $252,382 | $0 | $0 | $0 | $51,997 | $0 | $186,746 | $0 | $30,973 | $0 | $522,098 | $0 | $0 | $0 |
| TERESA G HOLOMAN | ||||||||||||||
| ASSOCIATE EXECUTIVE DIRECTOR | $252,382 | $0 | $0 | $0 | $49,338 | $0 | $185,940 | $0 | $30,973 | $0 | $518,633 | $0 | $0 | $0 |
| JEFFERY GOOD | ||||||||||||||
| EXECUTIVE DIRECTOR (FROM 3/4/24) | $217,102 | $0 | $0 | $0 | $36,249 | $0 | $162,567 | $0 | $32,862 | $0 | $448,780 | $0 | $0 | $0 |
| DAVID B GOLDBERG | ||||||||||||||
| PRESIDENT | $176,137 | $0 | $0 | $0 | $52,776 | $0 | $102,460 | $0 | $29,391 | $0 | $360,764 | $0 | $0 | $0 |
| LESLIE S LITTMAN | ||||||||||||||
| VICE PRESIDENT | $155,846 | $0 | $0 | $0 | $54,884 | $0 | $90,446 | $0 | $29,039 | $0 | $330,215 | $0 | $0 | $0 |
| ERNEST T BOYD | ||||||||||||||
| FORMER PRESIDENT | $168,763 | $0 | $0 | $0 | $36,321 | $0 | $94,379 | $0 | $29,310 | $0 | $328,773 | $0 | $0 | $0 |
| ERIKA L JONES | ||||||||||||||
| SECRETARY/TREASURER | $78,937 | $0 | $0 | $0 | $41,609 | $0 | $45,644 | $0 | $17,879 | $0 | $184,069 | $0 | $0 | $0 |
| SERGIO MARTINEZ | ||||||||||||||
| FORMER DIRECTOR | $7 | $0 | $0 | $0 | $14,343 | $0 | $0 | $0 | $4,565 | $0 | $18,915 | $0 | $0 | $0 |
| ROBERTA KREITZ | ||||||||||||||
| FORMER DIRECTOR | $7 | $0 | $0 | $0 | $11,353 | $0 | $0 | $0 | $5,051 | $0 | $16,411 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ASSOCIATION PROVIDES GROSS-UP PAYMENTS TO OFFICERS, BOARD MEMBERS, AND EMPLOYEES ON CERTAIN TAXABLE PAYMENTS. THE ASSOCIATION REIMBURSES CERTAIN EMPLOYEES INCLUDING OFFICERS LIMITED WELLNESS RELATED EXPENSES GENERALLY UP TO $1,000 PER YEAR. THE REIMBURSEMENTS ARE NOT TREATED AS TAXABLE COMPENSATION. THE OFFICERS AND BOARD OF DIRECTORS OF THE ASSOCIATION ARE RELEASED EDUCATORS. THEIR RESPECTIVE SCHOOL DISTRICTS PAY THEIR SALARY UNDER THEIR REGULAR EMPLOYMENT CONTRACTS. THE ASSOCIATION ARRANGES TO REIMBURSE SALARY AND BENEFIT COST TO THE SCHOOL DISTRICTS. THE SCHOOL DISTRICTS BILL THE ASSOCIATION AS ALLOWED BY THE CALIFORNIA EDUCATION CODE IN AMOUNTS RANGING FROM BASIC SUBSTITUTE COST TO FULLY LOADED REGULAR SALARY INCLUDING BENEFITS. |
| PART I, LINE 4A | JESUS QUINONEZ RECEIVED A SEVERANCE PAYMENT OF $64,956. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE CALIFORNIA TEACHERS ASSOCIATION VOTE FOR DELEGATES TO THE STATE COUNCIL OF EDUCATION. THE DELEGATES OF THE STATE COUNCIL OF EDUCATION ELECT THE CTA BOARD OF DIRECTORS AND THE CTA OFFICERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE CALIFORNIA TEACHERS ASSOCIATION VOTE FOR DELEGATES TO THE STATE COUNCIL OF EDUCATION. THE DELEGATES OF THE STATE COUNCIL OF EDUCATION ELECT THE CTA BOARD OF DIRECTORS AND THE CTA OFFICERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS OF THE CALIFORNIA TEACHERS ASSOCIATION VOTE FOR DELEGATES TO THE STATE COUNCIL OF EDUCATION. THE DELEGATES OF THE STATE COUNCIL OF EDUCATION ELECT THE CTA BOARD OF DIRECTORS AND THE CTA OFFICERS. STATE COUNCIL APPROVES CERTAIN DECISIONS OUTLINED IN THE ORGANIZATION'S BYLAWS AND/OR STANDING RULES INCLUDING BUT NOT LIMITED TO THE APPROVAL OF THE ANNUAL BUDGET. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. IT IS REVIEWED INTERNALLY. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CTA CONFLICT OF INTEREST POLICY WAS ADOPTED BY THE BOARD OF DIRECTORS IN 1994. EMPLOYEES ARE REQUIRED TO DISCLOSE TO THE ASSOCIATION ANY CURRENT OR CONTEMPLATED ACTIVITY, INTEREST OR RELATIONSHIP OF THE EMPLOYEE'S OR IMMEDIATE FAMILY MEMBER WHICH MIGHT CREATE OR APPEAR TO CREATE A CONFLICT OF INTEREST UNDER THE TERMS AND PROVISION OF THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE OFFICER AND MANAGEMENT COMPENSATION POLICY ADOPTED BY THE BOARD OF DIRECTORS AND REVIEWED ANNUALLY. COMPENSATION ADJUSTMENTS FOR OFFICERS AND MANAGERS ARE BASED ON CHANGE TO TEACHER AVERAGE SALARY IN THE STATE OF CALIFORNIA. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC EXCEPT THOSE PRESCRIBED BY STATE AND FEDERAL REGULATIONS. |
| FORM 990, PART XI, LINE 9: | CTA/ABC IS AN IRC SECTION 527 ORGANIZATION AND A SEPARATE 990 HAS BEEN FILED FOR THE ENTITY. DECONSOLIDATE CTA/ABC NET INCOME (LOSS) 86,368. |
| TANGIBLE PROPERTY ELECTION: | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION: ORGANIZATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. SECTION 1.263(A)-3(N) CAPITALIZATION ELECTION: ORGANIZATION HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING ORGANIZATION TRADE OR BUSINESS AND THE ELECTING ORGANIZATION TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CTA VOLUNTARY RETIREMENT PLANS FOR EDUCATORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 MURCHISON DRIVE | AddressLine1Txt |
| City | BURLINGAME | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371698736 | EIN |
| Primary Activities | RETIREMENT PLANNING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA TEACHERS ASSOCIATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CTA DISASTER RELIEF FUND | ||||||||||
| 1705 MURCHISON DRIVE | BURLINGAME | CA | 94010 | 710891612 | DISASTER RELIEF | CA | 501(C)(3) | 7 | CALIFORNIA TEACHERS ASSOCIATION | Yes (1) |
| CTA ECONOMIC BENEFITS TRUST | ||||||||||
| 1705 MURCHISON DRIVE | BURLINGAME | CA | 94010 | 946665695 | PROVIDE MEMBER BENEFITS | CA | 501(C)(9) | CALIFORNIA TEACHERS ASSOCIATION | Yes (1) | |
| CTA ASSOCIATION FOR BETTER CITIZENSHIP | ||||||||||
| 1705 MURCHISON DRIVE | BURLINGAME | CA | 94010 | 941618614 | POLITICAL ACTION COMMITTEE | CA | 527 | CALIFORNIA TEACHERS ASSOCIATION | Yes (1) | |
| CTA INSTITUTE FOR TEACHING | ||||||||||
| 1705 MURCHISON DRIVE | BURLINGAME | CA | 94010 | 956207990 | TRAINING & COMMUNITY DEVELOPMENT | CA | 501(C)(3) | 7 | CALIFORNIA TEACHERS ASSOCIATION | Yes (1) |
| CTA FOUNDATION FOR TEACHING AND LEARNING | ||||||||||
| 1705 MURCHISON DRIVE | BURLINGAME | CA | 94010 | 263387057 | PROVIDE GRANTS, SCHOLARSHIPS AND DISASTER RELIEF | CA | 501(C)(3) | 7 | CALIFORNIA TEACHERS ASSOCIATION | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | 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 | Yes (1) | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CTA FOUNDATION FOR TEACHING AND LEARNING | ||
| D | $146,628 | COST BASIS |
| CTA INSTITUTE FOR TEACHING | ||
| D | $597,240 | COST BASIS |
| CTA INSTITUTE FOR TEACHING | ||
| Q | $1,582,841 | COST BASIS |
| CTA FOUNDATION FOR TEACHING AND LEARNING | ||
| R | $1,273,920 | COST BASIS |