CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION (EIN 47-0875720)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201443179349201449
- Schema version
- 2013v3.0
- 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 | 2014-11-13T13:00:06-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 STONY CIRCLE FIRST FLOOR | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 7078290829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 FURLONG ROAD | AddressLine1 |
| City | SEBASTOPOL | City |
| State | CA | State |
| ZIP Code | 95472 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON DIXON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7078290829 | PhoneNum |
| Signature | 2014-11-11 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | $158,918 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $140,391 | ProgramServiceRevenueAmt |
| Membership Dues | $18,443 | MembershipDuesAmt |
| Investment Income | $84 | InvestmentIncomeAmt |
| Total Revenue | $158,918 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,100 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $663 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $123,108 | OtherExpensesTotalAmt |
| Total Expenses | $124,871 | TotalExpensesAmt |
| Excess Or Deficit For Year | $34,047 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $86,556 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $120,603 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,556 | BOYAmt |
| EOY | $123,959 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,556 | BOYAmt |
| EOY | $123,959 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,356 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,556 | BOYAmt |
| EOY | $120,603 | 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 (3 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 | $86,213 |
| SERVICE AND MAINTAIN WEBSITE TO HELP FURTHER PROMOTE THE ORGANIZATIONS EXEMPT FUNCTION. | $0 | $937 |
| CONDUCT SURVEYS TO HELP FURTHER PROMOTE THE ORGANIZATIONS EXEMPT FUNCTION. | $0 | $4,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $91,852 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| WENDELL CALLAHAN | ||||
| PRESIDENT | 10.00 | $0 | $0 | $0 |
| SHANNON COULTER | ||||
| VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| DIANA WILMOT | ||||
| SECRETARY | 6.00 | $0 | $0 | $0 |
| DON DIXON | ||||
| TREASURER | 7.00 | $0 | $0 | $0 |
| ERIC CRANE | ||||
| PAST PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOEL GARCIA | ||||
| GRADUATE STUDENT REPRESENTATIVE | 1.00 | $0 | $0 | $0 |
| KATE ESPOSITO | ||||
| MEMBER AT LARGE | 2.00 | $0 | $0 | $0 |
| ALICIA HENDERSON | ||||
| MEMBER AT LARGE | 2.00 | $0 | $0 | $0 |
| RACHEL PERRY | ||||
| MEMBER AT LARGE | 2.00 | $0 | $0 | $0 |
| DONNA O'NEIL | ||||
| MEMBER AT LARGE | 2.00 | $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 | DON DIXON | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 FURLONG ROAD | AddressLine1 |
| City | SEBASTOPOL | City |
| State | CA | State |
| ZIP Code | 95472 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7078290829 | 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 | $82,208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $18,443 | CurrentTaxYearAmt |
| Total | $204,350 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,636 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,083 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,391 | CurrentTaxYearAmt |
| Total | $439,902 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,834 | CurrentTaxYearAmt |
| Total | $644,252 | 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 | $644,252 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84 | CurrentTaxYearAmt |
| Total | $234 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84 | CurrentTaxYearAmt |
| Total | $234 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,612 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,918 | CurrentTaxYearAmt |
| Total | $644,486 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99970 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00030 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: WELLS FARGO SAVINGS. AMOUNT: 84. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK CHARGES. AMOUNT: 568. DESCRIPTION: EXECUTIVE BOARD TRAVEL, LODGING, AND MEALS. AMOUNT: 25,791. DESCRIPTION: CONFERENCES. AMOUNT: 77,241. DESCRIPTION: CONFERENCE TRAVEL. AMOUNT: 5,291. DESCRIPTION: INSURANCE. AMOUNT: 800. DESCRIPTION: CONFERENCE - MISCELLANEOUS. AMOUNT: 3,681. DESCRIPTION: SURVEY METHODS. AMOUNT: 4,702. DESCRIPTION: STATE FEES. AMOUNT: 110. DESCRIPTION: MEMBERSHIP. AMOUNT: 3,987. DESCRIPTION: INTERNET CHARGES. AMOUNT: 937. TOTAL TO FORM 990-EZ, LINE 16: 123,108. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: OTHER LIABILITY - CREDIT CARD. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,356. |
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 |