CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION (EIN 47-0875720)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-26
- IRS object ID
- 201822699349200522
- Schema version
- 2017v2.2
- 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 | 2018-09-26T13:22:49-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680289709 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAL POGGETTO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 STONY CIRCLE FIRST FLOOR | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470875720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA EDUCATIONAL RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 5592654046 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6507 PACIFIC AVENUE NO 202 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COREY GREENLAW | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5592654046 | PhoneNum |
| Signature | 2018-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE E SEWELL | PreparerPersonNm |
| PTIN | P00508416 | PTIN |
| Phone | 7075453311 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.90.200.97 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-09 | IPDt |
| IP Tm | 08:30:06 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 39DF9AE9E74BE0AE1E5066DE94E617643B75AAB3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 09CC94A1AA5C8F3C0B34A6026F88899074B4F370 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.CERA-WEB.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $190,073 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $172,053 | ProgramServiceRevenueAmt |
| Membership Dues | $18,000 | MembershipDuesAmt |
| Investment Income | $20 | InvestmentIncomeAmt |
| Total Revenue | $190,073 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $8,256 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $14,028 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $167 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $3,618 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $160,917 | OtherExpensesTotalAmt |
| Total Expenses | $186,986 | TotalExpensesAmt |
| Excess Or Deficit For Year | $3,087 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $77,152 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $6,466 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $86,705 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,152 | BOYAmt |
| EOY | $85,199 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,506 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,152 | BOYAmt |
| EOY | $86,705 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,152 | BOYAmt |
| EOY | $86,705 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE INFORMATION AND EDUCATION ON STUDENT EVALUATION TECHNIQUES AND PROGRAMS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| ANNUAL CONFERENCE FOR K-12 AND POST SECONDARY RESEARCHER TO PROVIDE INFORMATION ABOUT DEVELOPMENTS IN ASSESSMENT OF STUDENT EVALUATION TECHNIQUES AND PROGRAM EFFECTS. | $0 | $143,261 |
| PROVIDE AWARDS AND GRANTS TO RECOGNIZE EXCELLENCE IN RESEARCH, INNOVATION, WRITING AND OTHER NOTEWORTHY CONTRIBUTIONS TO THE FIELD OF ASSESSMENT, EDUCATIONAL RESEARCH AND PROGRAM EVALUATION. | $8,256 | $0 |
| CONDUCT SURVEYS TO HELP FURTHER PROMOTE THE ORGANIZATIONS EXEMPT FUNCTION. | $0 | $2,305 |
| SERVICE AND MAINTAIN WEBSITE AND APP TO HELP FURTHER PROMOTE THE ORGANIZATIONS EXEMPT FUNCTION. | $0 | $6,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $151,626 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| KRISTEN BURMESTER | ||||
| PRESIDENT | 15.00 | $0 | $0 | $0 |
| ALICIA HENDERSON | ||||
| VICE PRESIDENT | 7.00 | $0 | $0 | $0 |
| ELIZABETH SCHROEDER | ||||
| SECRETARY | 5.00 | $0 | $0 | $0 |
| COREY GREENLAW | ||||
| TREASURER | 7.00 | $0 | $0 | $0 |
| RACHEL L PERRY | ||||
| PAST PRESIDENT | 3.00 | $0 | $0 | $0 |
| JT LAWRENCE | ||||
| MEMBER AT LARGE | 5.00 | $0 | $0 | $0 |
| PAUL GARCIA | ||||
| MEMBER AT LARGE | 5.00 | $0 | $0 | $0 |
| SUSAN GREEN | ||||
| MEMBER AT LARGE | 5.00 | $0 | $0 | $0 |
| JEREMY HINSHAW | ||||
| MEMBER AT LARGE | 5.00 | $0 | $0 | $0 |
| CARRIE HOLMBERG | ||||
| GRADUATE STUDENT REPRESENTATIVE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COREY GREENLAW | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6507 PACIFIC AVENUE 202 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5592654046 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,000 | CurrentTaxYearAmt |
| Total | $80,643 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,520 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $172,053 | CurrentTaxYearAmt |
| Total | $758,915 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $164,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $190,053 | CurrentTaxYearAmt |
| Total | $839,558 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $839,558 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20 | CurrentTaxYearAmt |
| Total | $222 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20 | CurrentTaxYearAmt |
| Total | $222 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $164,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $190,073 | CurrentTaxYearAmt |
| Total | $839,780 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99970 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99950 | PublicSupportPY509Pct |
| Investment Income CY | 0.00030 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00050 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: WELLS FARGO SAVINGS. AMOUNT: 20. |
| FORM 990-EZ, PART I, LINE 14 | DESCRIPTION: DEPRECIATION. AMOUNT: 167. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK AND PAYPAL CHARGES. AMOUNT: 3,758. DESCRIPTION: EXECUTIVE BOARD TRAVEL, LODGING, AND MEALS. AMOUNT: 4,848. DESCRIPTION: CONFERENCES. AMOUNT: 137,539. DESCRIPTION: CONFERENCE TRAVEL, MISCELLANEOUS. AMOUNT: 5,722. DESCRIPTION: INSURANCE. AMOUNT: 550. DESCRIPTION: SURVEY METHODS. AMOUNT: 2,305. DESCRIPTION: STATE FEES. AMOUNT: 35. DESCRIPTION: MEMBERSHIP. AMOUNT: 100. DESCRIPTION: INTERNET CHARGES. AMOUNT: 6,060. TOTAL TO FORM 990-EZ, LINE 16: 160,917. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: PRIOR PERIOD ADJUSTMENT - BOOK PURPOSES ONLY. AMOUNT: 6,466. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,506. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |