2015-06-26T14:27:24-05:00 2014-08-31 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 94105 990 2013-09-01 940362310 CALIFORNIA TEACHERS ASSOCIATION CALI 6506971400 1705 MURCHISON DRIVE BURLINGAME CA 94010 MICAELA CICHOCKI SECRETARY-TREASURER 6506971400 2015-06-12 1 JOAN S MCMAHON P00966494 4157834000 2013 2016-02-25 16:41:14Z DEAN E VOGEL 1705 MURCHISON DRIVE BURLINGAME CA 94010 218061473 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. 27 24 525 0 0 0 0 0 176822188 176178238 4861649 7886968 1495153 3089529 183178990 187154735 0 0 0 0 84497257 83496627 0 0 0 95300650 78687992 179797907 162184619 3381083 24970116 202656856 237795163 61476094 62444889 141180762 175350274 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 1 1 1 0 1 239 0 1 525 1 0 0 0 0 0 0 0 0 X 27 24 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 ACCOUNTING MANAGER 6506971400 1705 MURCHISON DRIVE BURLINGAME CA 94010 JOSE J ALCALA DIRECTOR 40.00 X 36678 0 7312 LARRY EALLEN DIRECTOR 40.00 X 38674 0 7474 GAYLE L BILEK DIRECTOR 40.00 X 37992 0 7754 ERNEST T BOYD DIRECTOR 40.00 X 39061 0 7474 DONALD LBRIDGE DIRECTOR 40.00 X 38965 0 7754 TYRONE VCABELL DIRECTOR 40.00 X 37479 0 7231 SUSAN CIRILLO DIRECTOR 40.00 X 31255 0 4611 ELANA M DAVIDSON DIRECTOR 40.00 X 37287 0 7474 DON SDAWSON DIRECTOR 40.00 X 42372 0 7413 DANA ADILLON DIRECTOR 40.00 X 38895 0 7231 JEROLD EATON DIRECTOR (FROM 6/1/14) 40.00 X 0 0 0 DAVID B GOLDBERG DIRECTOR 40.00 X 43821 0 7754 JAMES AGROTH DIRECTOR 40.00 X 38674 0 7474 TERRI L JACKSON DIRECTOR 40.00 X 36786 0 7231 LESLIE LITTMAN DIRECTOR 40.00 X 36023 0 7231 SONIA MARTIN-SOLIS DIRECTOR (FROM 3/29/14) 40.00 X 0 0 0 SERGIO MARTINEZ DIRECTOR (FROM 5/31/14) 40.00 X 0 0 0 LUIS MMEEDEN DIRECTOR 40.00 X 36439 0 7231 GEORGE DMELENDEZ DIRECTOR 40.00 X 40121 0 7474 THERESA MONTANO DIRECTOR 40.00 X 38674 0 7474 MARY RORTEGA DIRECTOR 40.00 X 38674 0 6869 MICHAEL DSTONE DIRECTOR 40.00 X 43762 0 7754 KENDALL VAUGHT DIRECTOR 40.00 X 39036 0 7474 CURTIS L WASHINGTON DIRECTOR 40.00 X 39686 0 7754 DEAN E VOGEL PRESIDENT 40.00 X X 185906 0 95528 MICAELA CICHOCKI TREASURER 40.00 X X 162239 0 86735 ERIC C HEINS VICE-PRESIDENT 40.00 X X 180541 0 94720 CAROLYN E DOGGETT EXECUTIVE DIRECTOR (TO 8/13/13) 40.00 X 276411 0 140107 JOE NUNEZ EXECUTIVE DIRECTOR (FROM 8/1/13) 40.00 X 272083 0 135194 HAL VICK ASST EXECUTIVE DIRECTOR (TO 8/2/13) 40.00 X 379920 0 82903 JAMES LCLARK DEPUTY EXEC DIRECTOR (TO 4/29/13) 40.00 X 348490 0 54283 KAREN KYHN DEPUTY EXECUTIVE DIRECTOR 40.00 X 253464 0 131806 CARLOS MORENO ASSOCIATE EXEC DIRECTOR/CONTROLLER 40.00 X 246473 0 131027 REBECCA ZOGLMAN ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 246467 0 131325 JAYE BSHATUN FORMER DIRECTOR 0.00 X 74574 0 0 KC WALSH FORMER DIRECTOR 0.00 X 47278 0 5369 3484200 0 1242445 279 1 1 1 BEESON TAYER & BODINE 1404 FRANKLIN STREET 5TH FLOOR OAKLAND CA 94612 LEGAL SERVICES 1057915 LANGENKAMP & CURTIS LLP PO BOX 13908 SACRAMENTO CA 95853 LEGAL SERVICES 942312 SCHWARTZ STEINSAPIR DOHRMANN & SOMMERS 6300 WILSHIRE BOULEVARD 2000 LOS ANGELES CA 90048 LEGAL SERVICES 831296 TUTTLE & MCCLOSKEY 750 EAST BULLARD SUITE 101 FRESNO CA 93710 LEGAL SERVICES 824253 DIXONDAVIS MEDIA GROUP LLC 1028 33RD STREET NW STE 300 WASHINGTON DC 20007 ADVERTISING 765764 28 MEMBERSHIP DUES/FEES 900099 171393317 171393317 NEA UNISERV FUNDING 900099 4548584 4548584 RENTAL INCOME FROM AFF 531120 236337 236337 176178238 2913207 2913207 1978434 1978434 35181192 699307 30676092 230646 4505100 468661 4973761 4973761 OTHER INCOME 900099 625681 625681 ADVERTISING 541800 485414 485414 1111095 187154735 184241528 0 2913207 2601442 42478738 18300441 13635348 6480658 451877 203321 1431181 2413470 377774 5619269 7219506 4395992 2464151 LOCAL SERVICE DELIVERY 31640341 STATEWIDE PROGRAMS 16559519 CRISIS ASSISTANCE 643440 SUPPORT SERVICES 418943 4849208 162184619 4208476 2779663 43647615 38931512 4804383 4560664 114044 84899 1500497 1430228 83512808 33012760 50816476 50500048 97565365 139508149 202656856 237795163 9137214 9173786 718543 663256 51620337 52607847 61476094 62444889 X 141180762 175350274 141180762 175350274 202656856 237795163 X 24970116 9438390 -238994 X 0 1 X 1 0 CTAABC 1705 MURCHISON DRIVE BURLINGAME CA 94010 941618614 3967299 8932447 8932447 59192216 20206252 38985964 863728 851422 12306 14524417 11955086 2569331 50500048 ACCRUED PAYROLL AND RELATED LIABILITIES 2014768 DUES PAYABLE TO AFFILIATED ORGANIZATIONS 17387273 CURRENT PORTION OF LONG-TERM OBLIGATIONS 6308971 OTHER EMPLOYEE RELATED LONG-TERM OBLIGATIONS 26796124 RENT DEPOSITS AND OTHER PAYABLES 100711 52607847 X X X 1 1 X X X 0 0 0 DEAN E VOGEL PRESIDENT 132933 0 0 0 52973 0 67501 0 28027 0 281434 0 0 0 MICAELA CICHOCKI TREASURER 116105 0 0 0 46134 0 58956 0 27779 0 248974 0 0 0 ERIC C HEINS VICE-PRESIDENT 132181 0 0 0 48360 0 66700 0 28020 0 275261 0 0 0 CAROLYN E DOGGETT EXECUTIVE DIRECTOR (TO 8/13/13) 217180 0 0 0 59231 0 109065 0 31042 0 416518 0 0 0 JOE NUNEZ EXECUTIVE DIRECTOR (FROM 8/1/13) 209228 0 0 0 62855 0 104355 0 30839 0 407277 0 0 0 HAL VICK ASST EXECUTIVE DIRECTOR (TO 8/2/13) 133276 0 0 0 246644 0 63861 0 19042 0 462823 0 0 0 JAMES LCLARK DEPUTY EXEC DIRECTOR (TO 4/29/13) 86338 0 0 0 262152 0 44139 0 10144 0 402773 0 0 0 KAREN KYHN DEPUTY EXECUTIVE DIRECTOR 208493 0 0 0 44971 0 103563 0 28243 0 385270 0 0 0 CARLOS MORENO ASSOCIATE EXEC DIRECTOR/CONTROLLER 201977 0 0 0 44496 0 100333 0 30694 0 377500 0 0 0 REBECCA ZOGLMAN ASSOCIATE EXECUTIVE DIRECTOR 201977 0 0 0 44490 0 100631 0 30694 0 377792 0 0 0 JAYE BSHATUN FORMER DIRECTOR 0 0 0 0 74574 0 0 0 0 0 74574 0 0 0 KC WALSH FORMER DIRECTOR 7 0 0 0 47271 0 0 0 5369 0 52647 0 0 0 PART I, LINE 1A THE ASSOCIATION PROVIDES GROSS-UP PAYMENTS TO OFFICERS, BOARD MEMBERS, AND EMPLOYEES ON CERTAIN TAXABLE PAYMENTS. PART I, LINE 1A: 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. MICAELA CICHOCKI AUTO LOAN X 39030 31685 0 1 1 CAROLYN E DOGGETT AUTO LOAN X 62463 29269 0 1 1 ERIC HEINS AUTO LOAN X 47694 23945 0 1 1 84899 CALIFORNIA CASUALTY KEY EMPLOYEE IS ON THE BOARD OF CALIFORNIA CASUALTY 333027 BUSINESS AUTO LIABILITY INSURANCE PREMIUMS 0 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 11 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) -238,994. CTA VOLUNTARY RETIREMENT PLANS FOR EDUCATORS LLC 1705 MURCHINSON DRIVE BURLINGAME CA 94010 371698736 RETIREMENT PLANNING CA 6309 CTA CTA DISASTER RELIEF FUND 1705 MURCHISON DRIVE BURLINGAME CA 94010 710891612 DISASTER RELIEF CA 501(C)(3) 7 CTA 1 CTA ECONOMIC BENEFITS TRUST 1705 MURCHISON DRIVE BURLINGAME CA 94010 946665695 PROVIDE MEMBER BENEFITS CA 501(C)(9) CTA 1 CTA ASSOCIATION FOR BETTER CITIZENSHIP 1705 MURCHISON DRIVE BURLINGAME CA 94010 941618614 POLITICAL ACTION COMMITTEE CA 527 CTA 1 CTA INSTITUTE FOR TEACHING 1705 MURCHISON DRIVE BURLINGAME CA 94010 956207990 TRAINING & COMMUNITY DEVELOPMENT CA 501(C)(3) 7 CTA 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 CTA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 CTA INSTITUTE FOR TEACHING Q CASH VALUE