2021-06-24T05:00:58-05:00 2020-08-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990 2019-09-01 940362310 CALIFORNIA TEACHERS ASSOCIATION CALI 6506971400 1705 MURCHISON DRIVE BURLINGAME CA 94010 LESLIE LITTMAN SECRETARY/TREASURER 6506971400 2021-06-24 1 JOHN W SADOFF JR P00540589 7144367100 2019 2022-09-23 18:48:47Z ERNEST T BOYD 1705 MURCHISON DRIVE BURLINGAME CA 94010 282656873 0 X WWW.CTA.ORG X 1907 CA 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; TO ENSURE THAT THE HUMAN DIGNITY AND CIVIL RIGHTS OF ALL CHILDREN AND YOUTH ARE PROTECTED; AND TO SECURE A MORE JUST, EQUITABLE, AND DEMOCRATIC SOCIETY. 23 0 480 0 0 0 0 0 195101096 201154229 11404592 7889308 5092211 3243797 211597899 212287334 0 0 0 0 90253772 93920394 0 0 0 89247775 86396366 179501547 180316760 32096352 31970574 358560360 412870368 64732181 69512958 293828179 343357410 X 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; TO ENSURE THAT THE HUMAN DIGNITY AND CIVIL RIGHTS OF ALL CHILDREN AND YOUTH ARE PROTECTED; AND TO SECURE A MORE JUST, EQUITABLE,AND DEMOCRATIC SOCIETY. 0 0 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. 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. 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. 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 258 0 1 480 1 0 0 0 0 0 0 0 0 X 23 0 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 0 1 1 1 0 CA X WEI PAN ASSOCIATE EXECUTIVE DIRECTORCONTROLLER 6506971400 1705 MURCHISON DRIVE BURLINGAME CA 94010 JOE NUNEZ FORMER EXECUTIVE DIRECTOR 0.00 0.00 X 890032 0 415521 SCOTT POSTEL ASSISTANT MANAGER 40.00 0.00 X 445171 0 143560 DEBORAH CHURCHILL MANAGER 40.00 0.00 X 409685 0 104261 WEI PAN ASSOCIATE EXEC. DIR./CONTROLLER 40.00 0.00 X 289003 0 177293 RICHARD GALE MANAGER/PROGRAM DIRECTOR-IFT 40.00 0.00 X 381516 0 84302 WINONA G GREGORIO ASSOCIATE EXECUTIVE DIRECT 40.00 0.00 X 381440 0 29750 ERIC C HEINS FORMER PRESIDENT 0.00 0.00 X 276230 0 132926 DAVID B GOLDBERG VICE PRESIDENT 40.00 3.00 X X 228957 0 100878 THERESA MONTANO FORMER VICE PRESIDENT 0.00 0.00 X 181433 0 92637 ERNEST T BOYD PRESIDENT 40.00 3.00 X X 120443 0 50694 LESLIE LITTMAN SECRETARY/TREASURER 40.00 4.00 X X 107334 0 47826 TERRI L JACKSON FORMER DIRECTOR 0.00 0.00 X 52763 0 5472 JOSE J ALCALA FORMER DIRECTOR 0.00 0.00 X 51526 0 5788 BILLIE FREEMAN DIRECTOR (TO 6/25/20) 40.00 0.00 X 48983 0 7087 EVANGELINA RUIZ DIRECTOR 40.00 0.00 X 48549 0 7087 BARBARA DAWSON DIRECTOR (TO 6/25/20) 40.00 0.00 X 48161 0 6862 JEROLD EATON DIRECTOR 40.00 0.00 X 45035 0 6862 GAYLE L BILEK DIRECTOR 40.00 0.00 X 43611 0 7491 ROBERTO RODRIGUEZ DIRECTOR 40.00 0.00 X 42461 0 6667 JESSE AGUILAR DIRECTOR 40.00 1.00 X 41462 0 7087 MICHAEL PATTERSON DIRECTOR 40.00 2.00 X 40837 0 7491 GREGORY E BONACCORSI DIRECTOR 40.00 0.00 X 41235 0 7087 ERIKA L JONES DIRECTOR 40.00 1.00 X 41000 0 6862 MARGARET GRANADO DIRECTOR 40.00 0.00 X 40837 0 6667 SERGIO MARTINEZ DIRECTOR 40.00 0.00 X 40837 0 6667 JOSEPH BARTELL DIRECTOR 40.00 0.00 X 39138 0 7717 ROBERT ELLIS DIRECTOR 40.00 0.00 X 39838 0 6667 MELANIE HOUSE DIRECTOR 40.00 0.00 X 39438 0 6667 ANGELA NORMAND DIRECTOR 40.00 0.00 X 32605 0 3889 GREGORY ABT DIRECTOR 40.00 0.00 X 32217 0 4134 SHELLY GUPTON DIRECTOR 40.00 0.00 X 32010 0 3333 CHRISTOPHER BUSHEE DIRECTOR 40.00 0.00 X 31511 0 3431 SUSAN GREEN FORMER DIRECTOR 0.00 0.00 X 20194 0 4134 DEWAYNE SHEAFFER DIRECTOR (FROM 10/27/19) 40.00 0.00 X 3615 0 1286 DENISE BRADFORD DIRECTOR (FROM 6/26/20) 40.00 0.00 X 0 0 0 TELLY TSE DIRECTOR (FROM 6/26/20) 40.00 0.00 X 0 0 0 4609107 0 1516083 286 1 1 0 LANGENKAMP CURTIS & PRICE LLP 1231 I STREET SUITE 100 SACRAMENTO CA 95814 LEGAL SERVICES 941610 TUTTLE & MCCLOSKEY 750 EAST BULLARD STE 101 FRESNO CA 93710 LEGAL SERVICES 920650 BEESON TAYER & BODINE ROSS HOUSE 2ND FLOOR 483 NINTH ST OAKLAND CA 94607 LEGAL SERVICES 758462 ROTHSCHILD WISHEK & SANDS 765 UNIVERSITY AVENUE SACRAMENTO CA 95825 LEGAL SERVICES 704146 DIXONDAVIS MEDIA GROUP LLC 1028 33RD STREET NW SUITE 300 WASHINGTON CA 20007 MEDIA ADVERTISING 550804 31 MEMBERSHIP DUES/FEES 900099 196597917 196597917 NEA UNISERV FUNDING 900099 4556312 4556312 201154229 5927127 5927127 1876440 1876440 72331720 70369539 1962181 1962181 1962181 INSURANCE PROCEEDS 900099 527306 527306 ADVERTISING 541800 154289 154289 RENTAL INCOME FROM AFFILIATES 531120 39834 39834 645928 645928 1367357 212287334 202481752 0 9805582 2437640 41291570 28438153 14912411 6840620 250469 242350 2417904 1786587 459645 4892084 5304371 2020277 2046973 LOCAL SERVICE DELIVERY 32710704 STATEWIDE PROGRAMS 28604118 MEMBERSHIP DUES TO FTL 2668260 CAPITAL EXPENDITURES 876909 2115715 180316760 949244 195123 60454117 91397288 5063456 5196541 1232920 964632 82346670 41423026 42417533 40923644 248443090 274193140 358560360 412870368 9055057 8476597 956841 1550903 54720283 59485458 64732181 69512958 X 293828179 343357410 293828179 343357410 358560360 412870368 X 31970574 18071335 -512678 X 0 1 X 1 0 CTAABC 1705 MURCHISON DRIVE BURLINGAME CA 94010 941618614 0 2146167 8869525 8869525 61985160 30652016 31333144 927382 809849 117533 10564603 9961161 603442 40923644 ACCRUED PAYROLL AND RELATED LIABILITIES 8110502 DUES PAYABLE TO AFFILIATED ORGANIZATIONS 21667264 CURRENT PORTION OF LONG-TERM OBLIGATIONS 22493997 OTHER EMPLOYEE RELATED LONG-TERM OBLIGATIONS 7208747 OTHER PAYABLES 4948 59485458 X PART X, LINE 2: 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 SINGLEMEMBER DISREGARDED ENTITY, AND ITS ACTIVITIES ARE INCLUDED IN THE ASSOCIATION'S FEDERAL TAX RETURN. THE ASSOCIATION HAS NO LIABILITY FOR UNCERTAIN TAX POSITIONS. X X X 1 1 X X X 1 0 0 JOE NUNEZ FORMER EXECUTIVE DIRECTOR 169197 0 0 0 720835 0 396918 0 18603 0 1305553 0 0 0 SCOTT POSTEL ASSISTANT MANAGER 182453 0 0 0 262718 0 119387 0 24173 0 588731 0 0 0 DEBORAH CHURCHILL MANAGER 139115 0 0 0 270570 0 87198 0 17063 0 513946 0 0 0 WEI PAN ASSOCIATE EXEC. DIR./CONTROLLER 237799 0 0 0 51204 0 145755 0 31538 0 466296 0 0 0 RICHARD GALE MANAGER/PROGRAM DIRECTOR-IFT 107863 0 0 0 273653 0 72114 0 12188 0 465818 0 0 0 WINONA G GREGORIO ASSOCIATE EXECUTIVE DIRECT 33458 0 0 0 347982 0 27294 0 2456 0 411190 0 0 0 ERIC C HEINS FORMER PRESIDENT 169589 0 0 0 106641 0 104353 0 28573 0 409156 0 0 0 DAVID B GOLDBERG VICE PRESIDENT 161787 0 0 0 67170 0 72416 0 28462 0 329835 0 0 0 THERESA MONTANO FORMER VICE PRESIDENT 149204 0 0 0 32229 0 64363 0 28274 0 274070 0 0 0 ERNEST T BOYD PRESIDENT 71650 0 0 0 48793 0 32678 0 18016 0 171137 0 0 0 LESLIE LITTMAN SECRETARY/TREASURER 66034 0 0 0 41300 0 30003 0 17823 0 155160 0 0 0 TERRI L JACKSON FORMER DIRECTOR 7 0 0 0 52756 0 0 0 5472 0 58235 0 0 0 JOSE J ALCALA FORMER DIRECTOR 7 0 0 0 51519 0 0 0 5788 0 57314 0 0 0 SUSAN GREEN FORMER DIRECTOR 7 0 0 0 20187 0 0 0 4134 0 24328 0 0 0 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 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 THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS, INCLUDING VACATION PAY: 1) JOE NUNEZ $655,963 2) TERRI L. JACKSON $52,763 3) JOSE J. ALCALA $51,526 4) SUSAN GREEN $20,194 5) SCOTT POSTEL $203,899 6) DEBORAH CHURCHILL $215,726 7) RICHARD GALE $215,726 8) WINONA G. GREGORIO $230,953 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 127 ORGANIZATION AND A SEPARATE 990 HAS BEEN FILED FOR THE ENTITY. DECONSOLIDATE CTA/ABC NET INCOME (LOSS) 487,322. LOAN REPAYMENT FROM CTA-ABC -1,000,000. 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. CTA VOLUNTARY RETIREMENT PLANS FOR EDUCATORS LLC 1705 MURCHISON DRIVE BURLINGAME CA 94010 371698736 RETIREMENT PLANNING CA 0 0 CALIFORNIA TEACHERS ASSOCIATION CTA DISASTER RELIEF FUND 1705 MURCHISON DRIVE BURLINGAME CA 94010 710891612 DISASTER RELIEF CA 501(C)(3) 7 CALIFORNIA TEACHERS ASSOCIATION 1 CTA ECONOMIC BENEFITS TRUST 1705 MURCHISON DRIVE BURLINGAME CA 94010 946665695 PROVIDE MEMBER BENEFITS CA 501(C)(9) CALIFORNIA TEACHERS ASSOCIATION 1 CTA ASSOCIATION FOR BETTER CITIZENSHIP 1705 MURCHISON DRIVE BURLINGAME CA 94010 941618614 POLITICAL ACTION COMMITTEE CA 527 CALIFORNIA TEACHERS ASSOCIATION 1 CTA INSTITUTE FOR TEACHING 1705 MURCHISON DRIVE BURLINGAME CA 94010 956207990 TRAINING & COMMUNITY DEVELOPMENT CA 501(C)(3) 7 CALIFORNIA TEACHERS ASSOCIATION 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 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 CTA FOUNDATION FOR TEACHING AND LEARNING E 221657 COST BASIS CTA FOUNDATION FOR TEACHING AND LEARNING R 2696300 COST BASIS CTA INSTITUTE FOR TEACHING D 182552 COST BASIS CTA INSTITUTE FOR TEACHING Q 635179 COST BASIS CTA ASSOCIATION FOR BETTER CITIZENSHIP S 1000000 CASH VALUE