2020-06-24T17:03:37-05:00 2019-06-30 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2018-07-01 680017965 CALIFORNIA COUNTIES FOUNDATION CALI 9163277500 1100 K STREET NO 101 SACRAMENTO CA 95814 MANUEL RIVAS JR CEO 9163277500 2020-06-15 1 LAUREN A HAVERLOCK P00545829 2099556100 2020-06-15 174.50.160.196 2020-06-15 12:17:30 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3B9A688EFEE600970CCF013525E9E0B5DB1B55B5 2018 2021-01-29 14:40:06Z MANUEL RIVAS JR 1100 K STREET NO 101 SACRAMENTO CA 95814 1713138 0 X N/A X 1983 CA EDUCATE CITIZENS & RESEARCH. 14 12 0 15 0 0 290524 804026 799099 899218 2445 9894 30 0 1092098 1713138 0 0 0 0 173081 403419 0 0 0 839923 806982 1013004 1210401 79094 502737 445786 1269732 258092 578891 187694 690841 X THE CALIFORNIA COUNTIES FOUNDATION SUPPORTS THE CONTINUING EDUCATION OF COUNTY ELECTED AND APPOINTED OFFICIALS IN LEADERSHIP, CITIZEN ENGAGEMENT AND KNOWLEDGE COMPETENCIES, AND EXPANSION OF THE KNOWLEDGE BASE OF CALIFORNIA COUNTIES THROUGH THE SUPPORT OF RESEARCH IN AREAS OF IMPORTANCE TO COUNTIES. 0 0 404206 560815 CSAC INSTITUTE - THE INSTITUTE OFFERS PROFESSIONAL EDUCATION AND CREDENTIAL OPPORTUNITIES MAINLY TO COUNTY SUPERVISORS AND SENIOR EXECUTIVES WHO HAVE FEW ACCESSIBLE OPPORTUNITIES FOR PROFESSIONAL CONTINUING EDUCATION. 731251 338403 PROVIDED STATEWIDE TRAINING TO COUNTIES ON IMPLEMENTING AB109. 1135457 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 12 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 CA X EVELYN COOK 9163277500 1100 K STREET 101 SACRAMENTO CA 95814 LISA BARTLETT PRESIDENT 0.13 8.00 X X 0 0 0 VIRGINA BASS PRESIDENT (THRU 06/18) 0.13 8.00 X X 0 0 0 JOHN GIOIA VICE PRESIDENT 0.13 0.50 X X 0 0 0 ED VALENZUELA TREASURER 0.13 5.00 X X 0 0 0 GRAHAM KNAUS SECRETARY 0.13 40.00 X X 0 315362 184920 KEN YEAGER DIRECTOR (THRU 06/18) 0.13 1.50 X 0 0 0 AMY SHUKLIAN DIRECTOR 0.13 1.50 X 0 0 0 TERRY WOODROW DIRECTOR 0.13 0.50 X 0 0 0 HELEN ROBBINS-MEYER DIRECTOR 0.13 X 0 0 0 RICK HAFFEY DIRECTOR (THRU 06/18) 0.13 X 0 0 0 JEAN ROUSSEAU DIRECTOR 0.13 X 0 0 0 TERRY SCHUTTEN DIRECTOR (THRU 06/18) 0.13 X 0 0 0 ALAN FERNANDES DIRECTOR 0.13 X 0 0 0 GREGORY PRIAMOS DIRECTOR 0.13 X 0 0 0 TAMI DOUGLAS-SCHATZ DIRECTOR 0.13 X 0 0 0 FRANK BENEST DIRECTOR 0.13 X 0 0 0 TRACY LIBREA-ASUNTO DIRECTOR 0.13 X 0 0 0 MANUAL RIVAS CEO 0.13 40.00 X X 0 121405 30633 MATT CATE SECRETARY (THRU 05/18) 0.00 0.00 X 0 249558 126348 KELLI OROPEZA CFO (THRU 06/18) 0.00 0.00 X 0 147937 57868 0 834262 399769 0 1 1 0 ALTA MESA GROUP 324 ALTA MESA CIRCLE NAPA CA 94558 DEAN OF THE CSAC INSTITUTE/ TEACHING COU 147667 MICHAEL WILSON CONSULTING INC 11500 WOLF ROAD GRASS VALLEY CA 95949 CREATE ONLINE TOOLS FOR COUNTY TO TRACK 115768 2 266318 537708 804026 INSTITUTE REGISTRATION 611430 582560 582560 GOV TRAINING GRANT 611430 316658 316658 899218 9894 9894 1713138 899218 0 9894 X 253446 214108 39338 61142 51652 9490 86614 73170 13444 2217 1873 344 7900 7900 250659 240884 9775 46111 46111 20305 20305 10219 10219 46397 46397 383901 383901 EVENT FOOD AND BEVERAGE 40033 37650 2383 INSTRUCOTR EXPENSE 699 699 DEPARTMENT HEAD SYMPOSI 170 170 588 588 1210401 1135457 74944 0 285472 575577 18158 67334 7696 23814 134460 138178 0 464829 445786 1269732 55084 66230 203008 512661 258092 578891 X 187694 690841 187694 690841 445786 1269732 502737 410 0 X 0 1 X 1 0 X 95000 40000 278721 290524 266318 970563 263015 70503 478707 799099 899218 2510542 358015 110503 757428 1089623 1165536 3481105 95000 40000 278721 290000 266318 970039 0 95000 40000 278721 290000 266318 970039 2511066 1788 1883 2400 2445 9894 18410 1788 1883 2400 2445 9894 18410 486 30 516 359803 112386 760314 1092098 1175430 3500031 0.71740 0.68410 0.00530 0.00530 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2016 AMOUNT: $ 486. 2017 AMOUNT: $ 30. 2018 AMOUNT: $ 0. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: LIQUIDATION DISTRIBUTION DATE: 12/31/18 AMOUNT: 537708. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO/FROM RELATED ENTITIES 464829 464829 X 1852323 410 138775 139185 1713138 0 1713138 1349176 138775 138775 1210401 0 1210401 PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAX ON INCOME RELATED TO ITS EXEMPT PURPOSE UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701E. INCOME UNRELATED TO THE FOUNDATION'S TAXEXEMPT PURPOSE MAY CONSTITUTE UNRELATED BUSINESS INCOME UNDER IRC SECTIONS 511 THROUGH 515. THE FOUNDATION HAS NO UNRECOGNIZED TAX BENEFITS AS JUNE 30, 2019 AND 2018. 0 0 0 0 0 0 0 0 0 GRAHAM KNAUS SECRETARY 0 315362 0 0 0 0 0 157672 0 27248 0 500282 0 0 MANUAL RIVAS CEO 0 121405 0 0 0 0 0 27451 0 3182 0 152038 0 0 MATT CATE SECRETARY (THRU 05/18) 0 249558 0 0 0 0 0 79508 0 46840 0 375906 0 0 KELLI OROPEZA CFO (THRU 06/18) 0 147937 0 0 0 0 0 47381 0 10487 0 205805 0 0 PART I, LINE 3 COMPENSATION WAS DETERMINED BY A RELATED ORGANIZATION, THAT USED INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION SURVEY OR STUDY TO ESTABLISH COMPENSATION, AND APPROVED BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE SECRETARY BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CFC'S BOARD MEMBERS ARE REQUIRED ANNUALLY TO BE FAMILIAR WITH THE TERMS OF THE CONFLICT OF INTEREST POLICY, AND TO ACKNOWLEDGE BY THEIR SIGNATURES THAT THEY ARE ACTING IN ACCORDANCE WITH THE LETTER AND SPIRIT OF THE POLICY. BOARD MEMBERS ARE REQUIRED TO MAKE A FULL DISCLOSURE TO THE BOARD OF DIRECTORS OF ALL MATERIAL FACTS REGARDING ANY POSSIBLE CONFLICT OF INTEREST, TO DESCRIBE THE TRANSACTION, AND TO DISCLOSE THE DETAILS OF THEIR INTEREST. THE CONFLICT OF INTEREST POLICY FOR OFFICERS AND KEY EMPLOYEES IS IN THE EMPLOYEE HANDBOOK WITH A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS AS THEY OCCUR. A CONFLICT OF INTEREST DISCLOSURE FORM IS REQUIRED TO BE SIGNED ANNUALLY. FAILURE TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST MAY RESULT IN DISCIPLINARY AND CORRECTION ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 240,884. MANAGEMENT AND GENERAL EXPENSES 9,775. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 250,659. COUNTY SUPERVISORS ASSOCIATION OF CALIFORNIA 1100 K STREET SUITE 101 SACRAMENTO CA 95814 946000551 REPRESENT COUNTY GOVERNMENT CA 501(C)(4) N/A 0 CSAC FINANCE CORPORATION 100 K STREET SUITE 100 SACRAMENTO CA 95814 943010425 TO PROVIDE FINANCING, INVESTING, INSURANCE AND PURCHASING SERVICES CA 501(C)(4) CALIFORNIA STATE ASSOCIATION OF COUNTIES 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0