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CALIFORNIA TEACHERS ASSOCIATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA TEACHERS ASSOCIATION (EIN 94-0362310)
Tax period
2010-09-01 to 2011-08-31
Filed
2012-06-22
IRS object ID
201241749349300114
Schema version
2010v3.4
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

FieldValueIRS element (for citing)
Timestamp2012-06-22T10:54:52-05:00Timestamp
Tax Period End Date2011-08-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1225 WEST SANTA CLARA STREETAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95113ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN940362310EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA TEACHERS ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCALINameControl
Phone6506971400Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11705 MURCHISON DRIVEAddressLine1
CityBURLINGAMECity
StateCAState
ZIP Code94010ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICAELA CICHOCKIName
TitleSECRETARY-TREASURERTitle
Phone6506971400Phone
Date Signed2012-06-05DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSHARON L ZORBACHName
Phone4087044000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDEAN E VOGELNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11705 MURCHISON DRIVEAddressLine1
CityBURLINGAMECity
StateCAState
ZIP Code94010ZIPCode
FieldValueIRS element (for citing)
Gross Receipts225082886GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Group Exemption Number4003GroupExemptionNumber
Organization501cXOrganization501c
Web SiteWWW.CTA.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1907YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTHE 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body24NbrVotingMembersGoverningBody
Nbr Independent Voting Members21NbrIndependentVotingMembers
Total Nbr Employees571TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year180744874ProgramServiceRevenuePriorYear
Program Service Revenue CY178058381ProgramServiceRevenueCY
Investment Income Prior Year3125568InvestmentIncomePriorYear
Investment Income Current Year5146476InvestmentIncomeCurrentYear
Other Revenue Prior Year2346051OtherRevenuePriorYear
Other Revenue Current Year2017484OtherRevenueCurrentYear
Total Revenue Prior Year186216493TotalRevenuePriorYear
Total Revenue Current Year185222341TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year91628282SalariesEtcPriorYear
Salaries Etc Current Year87621251SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year85222496OtherExpensePriorYear
Other Expenses Current Year96205485OtherExpensesCurrentYear
Total Expenses Prior Year176850778TotalExpensesPriorYear
Total Expenses Current Year183826736TotalExpensesCurrentYear
Revenues Less Expenses Prior Year9365715RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1395605RevenuesLessExpensesCY
Total Assets BOY174247722TotalAssetsBOY
Total Assets EOY180276337TotalAssetsEOY
Total Liabilities BOY62640063TotalLiabilitiesBOY
Total Liabilities EOY64629488TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY111607659NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY115646849NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionLOCAL 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionSTATEWIDE 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionSUPPORT 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.Description
FieldValueIRS element (for citing)
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities1PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096278NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees571NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members24NbrVotingGoverningBodyMembers
Number Independent Voting Members21NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1WEI PAN ACCOUNTING MANAGERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6506971400TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11705 MURCHISON DRIVEAddressLine1
CityBURLINGAMECity
StateCAState
ZIP Code94010ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (36 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
LARRY EALLEN
DIRECTOR40.00X2231306689
DONALD LBRIDGE
DIRECTOR40.00X2044606951
JOSE J ALCALA
DIRECTOR40.00X000
TYRONE VCABELL
DIRECTOR40.00X2072606463
MICAELA CICHOCKI
TREASURER, EFFECTIVE - 6/26/201140.00X2109006798X
DON SDAWSON
DIRECTOR40.00X2484806689
DANA ADILLON
DIRECTOR40.00X2136906463
JAMES AGROTH
DIRECTOR40.00X2060406951
ERIC CHEINS
VICE-PRESIDENT, EFFECTIVE - 6/26/201140.00X2449606689X
CYNTHIA APENA
DIRECTOR40.00X2270306463
LUIS MMEEDEN
DIRECTOR40.00X1940606463
GEORGE DMELENDEZ
DIRECTOR40.00X2440006689
MARY RORTEGA
DIRECTOR40.00X2119905996
JAMES MROGERS
DIRECTOR40.00X1899006463
JAYE BSHATUN
DIRECTOR40.00X2215706689
MICHAEL DSTONE
DIRECTOR40.00X2088506951
DAVID A SANCHEZ
PRESIDENT, THROUGH - 6/25/201140.00X193963089550X
DEAN E VOGEL
PRESIDENT, EFFECTIVE - 6/26/201140.00X174557085618X
GAIL M MENDES
TREASURER, THROUGH - 6/25/201140.00X190087093450X
MARC R STERNBERGER
DIRECTOR40.00X2044606463
CURTIS L WASHINGTON
DIRECTOR40.00X2164106951
ELANA M DAVIDSON
DIRECTOR40.00X2144606951
DAVID B GOLDBERG
DIRECTOR40.00X2349706951
ERNEST T BOYD
DIRECTOR40.00X1940606689
TERRI L JACKSON
DIRECTOR40.00X000
THERESA MONTANO
DIRECTOR40.00X1165803475
KC WALSH
DIRECTOR40.00X000
CAROLYN E DOGGETT
EXECUTIVE DIRECTOR40.002981000131328X
JAMES LCLARK
DEPUTY EXECUTIVE DIRECTOR40.002699190126664X
JOE NUNEZ
ASSOCIATE EXECUTIVE DIRECT40.002635280123252X
REBECCA A ZOGLMAN
ASSOCIATE EXECUTIVE DIRECT40.002490990125462X
DOMINICK J SUMMA
ASSISTANT EXECUTIVE DIRECT40.00381354073279X
MARLENE BELL
ASSISTANT EXECUTIVE DIRECT40.00303964021809X
DIAN DHASSON
FORMER BOARD OF DIRECTOR0.0011899104497X
JOYCE LEWKE
FORMER BOARD OF DIRECTOR0.002457000X
BARBARA E KERR
FORMER PRESIDENT0.00249205018280X
FieldValueIRS element (for citing)
Total Reportable Comp From Org3161063TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation1030076TotalOtherCompensation
Number Individuals GT100 K294NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources1CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
SCHWARTZSTEINSAPIRDOHRMANN & SOMMERS
6300 WILSHIRE BLVD2000LOS ANGELESCA90048LEGAL SERVICES1532646
BEESON TAYER & BODINE
1404 FRANKLIN STREET 5TH FLOOROAKLANDCA94612LEGAL SERVICES1077974
LANGENKAMP & CURTIS LLP
PO BOX 13908SACRAMENTOCA95853LEGAL SERVICES789693
TUTTLE & MCCLOSKEY
750 EAST BULLARD STE 101FRESNOCA93710LEGAL SERVICES737275
LAWRENCE TRYGSTAD ESQ
1880 CENTURY PARK EAST 1104LOS ANGELESCA90067LEGAL SERVICES701831
FieldValueIRS element (for citing)
Number Of Contractors GT100 K27NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEMBERSHIP DUES AND FE900099172433132172433132
NEA UNISERV FUNDING90009947274244727424
OTHER900099666768666768
RENTAL INCOME FROM AFF531120231057231057
FieldValueIRS element (for citing)
Total Program Service Revenue178058381TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2392272TotalRevenueColumn
Exclusion$2,392,272ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities42373484Securities
Other241265Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities39613918Securities
Other246627Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2759566Securities
Other-5362Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2754204TotalRevenueColumn
Exclusion$2,754,204ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmountRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ROYALTY INCOME9000991643217$1,643,217
ADVERTISING541800374267374267
FieldValueIRS element (for citing)
Total Other Revenue2017484TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column185222341TotalRevenueColumn
Related Or Exempt Function Income178432648RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$6,789,693ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2089111Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total46215078Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total19564708Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total13812518Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total5939836Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total668565Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total196831Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total1911962Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2144992Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total381949Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total5563970Total

Travel Travel

FieldValueIRS element (for citing)
Total8173297Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total4989461Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total2677336Total

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotal
LOCAL SERVICE DELIVERY33378151
STATEWIDE PROGRAMS31257224
OTHER EXPENDITURES3934351
CRISIS ASSISTANCE636492
SUPPORT SERVICES290904

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total183826736Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY402036BOY
EOY315482EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY36512143BOY
EOY32651590EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY5765079BOY
EOY4587037EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY32204BOY
EOY36962EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY2035880BOY
EOY2666010EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis82684567LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec27121346LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY53144584BOY
EOY55563221EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY76355796BOY
EOY84456035EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY174247722BOY
EOY180276337EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY10487152BOY
EOY9680391EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY939013BOY
EOY551907EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY51213898BOY
EOY54397190EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY62640063BOY
EOY64629488EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY111607659BOY
EOY115646849EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY111607659BOY
EOY115646849EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY174247722BOY
EOY180276337EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1395605ReconcilationRevenueExpenses
Reconcilation Other Changes2643585ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule C IRS990ScheduleC

Sec527 Pol Orgs Sec527PolOrgs

Name Of527 Organization NameOf527Organization

FieldValueIRS element (for citing)
Business Name Line1CTAABCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11705 MURCHISON DRIVEAddressLine1
CityBURLINGAMECity
StateCAState
ZIP Code94010ZIPCode
FieldValueIRS element (for citing)
EIN941618614EIN
Amt Of Contribs Recd Delivered5478072AmtOfContribsRecdDelivered

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis9598386OtherCostOrOtherBasis
Book Value9598386BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis58973329OtherCostOrOtherBasis
Depreciation16769433Depreciation
Book Value42203896BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis874640OtherCostOrOtherBasis
Depreciation802498Depreciation
Book Value72142BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis13238212OtherCostOrOtherBasis
Depreciation9549415Depreciation
Book Value3688797BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings55563221TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
ACCRUED PAYROLL AND RELATED LIABILITIES$4,508,134
DUES PAYABLE TO AFFILIATED ORGANIZATIONS$15,625,836
OTHER EMPLOYEE RELATED LONG-TERM OBLIGATIONS$27,508,197
CAPITAL LEASE OBLIGATIONS$17,738
CURRENT PORTION OF LONG-TERM OBLIGATIONS$6,737,285
FieldValueIRS element (for citing)
Total Of Amounts54397190TotalOfAmounts

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DAVID A SANCHEZ
133720000602430655170240330283513000
DEAN E VOGEL
126374000481830616790239390260175000
GAIL M MENDES
144353000457340693100241400283537000
CAROLYN E DOGGETT
2216120007648801064090249190429428000
JAMES LCLARK
2127480005717101018340248300396583000
JOE NUNEZ
206099000574290984890247630386780000
REBECCA A ZOGLMAN
2060990004300001006990247630374561000
DOMINICK J SUMMA
1253960002559580588600144190454633000
MARLENE BELL
33611000270353019749020600325773000
DIAN DHASSON
700011898400044970123488000
JOYCE LEWKE
0000245700000024570000
BARBARA E KERR
29013000220192016286019940267485000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 1ATHE ASSOCIATION PROVIDES GROSS-UP PAYMENTS TO OFFICERS, BOARD MEMBERS, AND EMPLOYEES ON CERTAIN TAXABLE PAYMENTS.
PART I, LINE 1ATHE ASSOCIATION REIMBURSES CERTAIN EMPLOYEES INCLUDING OFFICERS LIMITED WELLNESS RELATED EXPENSES GENERALLY UP TO $1,000 PER YEAR.
PART IIITHE 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.SUPPLEMENTAL INFORMATION

Schedule L IRS990ScheduleL

Loan Table LoanTable (2 entries)

Purpose Of LoanPurposeOfLoanLoan From OrganizationLoanFromOrganizationOriginal PrincipalOriginalPrincipalAmountBalance DueBalanceDueDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreement
JAMES CLARK
AUTO LOANX$13,40411126011
CAROLYN DOGGETT
AUTO LOANX$29,00025836011
FieldValueIRS element (for citing)
Total Balance Due36962TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA CASUALTYBusinessNameLine1
FieldValueIRS element (for citing)
RelationshipKEY EMPLOYEE IS ON THE BOARD OF CALIFORNIA CASUALTYRelationship
Amount Of Transaction407095AmountOfTransaction
Description Of TransactionBUSINESS AUTO LIABILITY INSURANCE PREMIUMSDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 6THE 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 7ATHE 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 7BTHE 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 11THE 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. IT IS REVIEWED INTERNALLY. A COPY OF THE 990 IS PROVIDED TO THE BOARD PRIOR TO FILING.
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 12C
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 B, LINE 15
NO DOCUMENTS AVAILABLE TO THE PUBLIC EXCEPT THOSE PRESCRIBED BY STATE AND FEDERAL REGULATIONS.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 2,643,585. INCLUDE UNREALIZED GAINS OF $2,730,755 AND A DECONSOLIDATION OF SUBSIDIARY CTA/ABC'S NET LOSS OF $87,170. CTA/ABC IS A IRC SECTION 527 ORGANIZATION AND A SEPERATE 990 HAS BEEN FILLED FOR THE ENTITY.FORM 990, PART XI, LINE 5:
THE PROCESS TO SELECT AN INDEPENDENT AUDITOR DID NOT CHANGE FROM THE PRIOR YEAR.FORM 990, PART XI, LINE 2C :

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
CTA MARTIN LUTHER KING JR MEMORIAL SCHOLARSHIP FUND
1705 MURCHISON DRIVEBURLINGAMECA94010237092497PROVIDES SCHOLARSHIPSCA501(C)(3)7CTA1
CTA ECONOMIC BENEFITS TRUST
1705 MURCHISON DRIVEBURLINGAMECA94010946665695PROVIDES BENEFITS FOR MEMBERSCA501(C)(9)CTA1
CTA ASSOCIATION FOR BETTER CITIZENSHIP
1705 MURCHISON DRIVEBURLINGAMECA94010941618614POLITICAL ACTION COMMITTEECA527CTA1
CTA INSTITUTE FOR TEACHING
1705 MURCHISON DRIVEBURLINGAMECA94010956207990BUILD COMMUNITY INVOLVEMENT AND PROVIDE TRAINING TO MEMBERSCA501(C)(3)7CTA1
THE MEMORIAL EDUCATION AWARDS FUND
1705 MURCHISON DRIVEBURLINGAMECA94010911992552PROVIDE VISUAL ART AND ESSAY AWARDSCA501(C)(3)7CTA1
CTA FOUNDATION FOR TEACHING AND LEARNING
1705 MURCHISON DRIVEBURLINGAMECA94010263387057PROVIDES GRANTS, SCHOLARSHIPS, AND DISASTER RELIEF.CA501(C)(3)7CTA1
CTA DISASTER RELIEF FUND
1705 MURCHISON DRIVEBURLINGAMECA94010710891612PROVIDES DISASTER RELIEF TO MEMBERS.CA501(C)(3)7CTA1
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1CTA INSTITUTE FOR TEACHINGBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypePTransactionType
Amount Involved1034737AmountInvolved
Method Of Amt DeterminationCASH VALUEMethodOfAmtDetermination