CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION (EIN 47-0875720)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349202384
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-14T15:45:42-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680289709 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAL POGGETTO & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470875720 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALI | NameControl |
| Phone | 7078290829 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DON DIXON | Name |
| Title | TREASURER | Title |
| Phone | 7078290829 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHERINE E SEWELL | Name |
| PTIN | P00508416 | PTIN |
| Phone | 7075453311 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.CERA-WEB.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 127623 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Program Service Revenue | 127473 | ProgramServiceRevenue |
| Investment Income | 150 | InvestmentIncome |
| Total Revenue | 127623 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 504 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 435 | PrintingPublicationsPostage |
| Other Expenses Total | 100096 | OtherExpensesTotal |
| Total Expenses | 101035 | TotalExpenses |
| Excess Or Deficit For Year | 26588 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 72221 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | -12253 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 86556 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72221 | BOY |
| EOY | 86556 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72221 | BOY |
| EOY | 86556 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72221 | BOY |
| EOY | 86556 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO PROVIDE INFORMATION AND EDUCATION ON STUDENT EVALUATION TECHNIQUES AND PROGRAMS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (3 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Grants And AllocationsGrantsAndAllocations | Program Service ExpensesProgramServiceExpenses |
|---|---|---|
| ANNUAL CONFERENCE FOR K-12 AND POST SECONDARY RESEARCHER TO PROVIDE INFORMATION ABOUT DEVELOPMENTS IN ASSESSMENT OF STUDENT EVALUATION TECHNIQUES AND PROGRAM EFFECTS. | 0 | 82345 |
| SERVICE AND MAINTAIN WEBSITE TO HELP FURTHER PROMOTE THE ORGANIZATIONS EXEMPT FUNCTION. | 0 | 482 |
| CONDUCT SURVEYS TO HELP FURTHER PROMOTE THE ORGANIZATIONS EXEMPT FUNCTION. | 0 | 108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 82935 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (9 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| WENDELL CALLAHAN | ||||
| PRESIDENT | 5.00 | 0 | 0 | 0 |
| SHANNON COULTER | ||||
| VICE PRESIDENT | 5.00 | 0 | 0 | 0 |
| DIANA WILMOT PHD | ||||
| DIRECTOR | 5.00 | 0 | 0 | 0 |
| DON DIXON | ||||
| TREASURER | 5.00 | 0 | 0 | 0 |
| ERIC CRANE | ||||
| PAST PRESIDENT | 5.00 | 0 | 0 | 0 |
| JOEL GARCIA | ||||
| DIRECTOR | 2.00 | 0 | 0 | 0 |
| KATE ESPOSITO PHD | ||||
| DIRECTOR | 2.00 | 0 | 0 | 0 |
| ALICIA HENDERSON | ||||
| DIRECTOR | 2.00 | 0 | 0 | 0 |
| RACHEL L PERRY | ||||
| DIRECTOR | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON DIXON | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| Telephone Number | 7078290829 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction With Control Entity | 0 | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 82050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 82208 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 53520 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50179 | CurrentTaxYearMinus1Year |
| Total | 267957 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 57636 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45330 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70083 | CurrentTaxYearMinus1Year |
| Current Tax Year | 126462 | CurrentTaxYear |
| Total | 299511 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 82050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 139844 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 98850 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 120262 | CurrentTaxYearMinus1Year |
| Current Tax Year | 126462 | CurrentTaxYear |
| Total | 567468 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 567468 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 150 | CurrentTaxYear |
| Total | 150 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 150 | CurrentTaxYear |
| Total | 150 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 82050 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 139844 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 98850 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 120262 | CurrentTaxYearMinus1Year |
| Current Tax Year | 126612 | CurrentTaxYear |
| Total | 567618 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99970 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 1.00000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00030 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | WELLS FARGO SAVINGS 150.. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: BANK CHARGES. AMOUNT: 26. DESCRIPTION: EXECUTIVE BOARD TRAVEL, LODGING, AND MEALS. AMOUNT: 16,125. DESCRIPTION: CONFERENCES. AMOUNT: 80,544. DESCRIPTION: CONFERENCE TRAVEL. AMOUNT: 437. DESCRIPTION: INSURANCE. AMOUNT: 800. DESCRIPTION: MEMBERSHIP . AMOUNT: 200. DESCRIPTION: CONFERENCE - MISCELLANEOUS. AMOUNT: 821. DESCRIPTION: SURVEY METHODS. AMOUNT: 108. DESCRIPTION: STATE FEES. AMOUNT: 10. DESCRIPTION: CONFERENCE REGISTRATION. AMOUNT: 543. DESCRIPTION: INTERNET CHARGES. AMOUNT: 482. TOTAL TO FORM 990-EZ, LINE 16: 100,096. |
| OTHER CHANGES IN NET ASSETS | FORM 990-EZ, PART I, LINE 20 | DESCRIPTION: PRIOR PERIOD ADJUSTMENT - BOOK PURPOSES ONLY. AMOUNT: -12,008. DESCRIPTION: FEDERAL TAXES PAID. AMOUNT: -245. TOTAL TO FORM 990-EZ, LINE 20: -12,253. |
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. | Declaration |