2012-06-22T10:54:52-05:00 2011-08-31 DELOITTE TAX LLP 225 WEST SANTA CLARA STREET SAN JOSE CA 95113 990 2010-09-01 940362310 CALIFORNIA TEACHERS ASSOCIATION CALI 6506971400 1705 MURCHISON DRIVE BURLINGAME CA 94010 MICAELA CICHOCKI 6506971400 2012-06-05 1 SHARON L ZORBACH 4087044000 2010 2016-02-24 21:20:13Z DEAN E VOGEL 1705 MURCHISON DRIVE BURLINGAME CA 94010 225082886 0 4003 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. 24 21 571 0 0 0 0 0 180744874 178058381 3125568 5146476 2346051 2017484 186216493 185222341 0 0 0 0 91628282 87621251 0 0 0 85222496 96205485 176850778 183826736 9365715 1395605 174247722 180276337 62640063 64629488 111607659 115646849 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 1 0 1 0 0 0 0 0 1 1 1 0 1 278 0 571 1 0 0 0 0 0 0 0 0 0 0 X 24 21 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 LARRY EALLEN 40.00 X 22313 0 6689 DONALD LBRIDGE 40.00 X 20446 0 6951 JOSE J ALCALA 40.00 X 0 0 0 TYRONE VCABELL 40.00 X 20726 0 6463 MICAELA CICHOCKI 40.00 X X 21090 0 6798 DON SDAWSON 40.00 X 24848 0 6689 DANA ADILLON 40.00 X 21369 0 6463 JAMES AGROTH 40.00 X 20604 0 6951 ERIC CHEINS 40.00 X X 24496 0 6689 CYNTHIA APENA 40.00 X 22703 0 6463 LUIS MMEEDEN 40.00 X 19406 0 6463 GEORGE DMELENDEZ 40.00 X 24400 0 6689 MARY RORTEGA 40.00 X 21199 0 5996 JAMES MROGERS 40.00 X 18990 0 6463 JAYE BSHATUN 40.00 X 22157 0 6689 MICHAEL DSTONE 40.00 X 20885 0 6951 DAVID A SANCHEZ 40.00 X X 193963 0 89550 DEAN E VOGEL 40.00 X X 174557 0 85618 GAIL M MENDES 40.00 X X 190087 0 93450 MARC R STERNBERGER 40.00 X 20446 0 6463 CURTIS L WASHINGTON 40.00 X 21641 0 6951 ELANA M DAVIDSON 40.00 X 21446 0 6951 DAVID B GOLDBERG 40.00 X 23497 0 6951 ERNEST T BOYD 40.00 X 19406 0 6689 TERRI L JACKSON 40.00 X 0 0 0 THERESA MONTANO 40.00 X 11658 0 3475 KC WALSH 40.00 X 0 0 0 CAROLYN E DOGGETT 40.00 X 298100 0 131328 JAMES LCLARK 40.00 X 269919 0 126664 JOE NUNEZ 40.00 X 263528 0 123252 REBECCA A ZOGLMAN 40.00 X 249099 0 125462 DOMINICK J SUMMA 40.00 X 381354 0 73279 MARLENE BELL 40.00 X 303964 0 21809 DIAN DHASSON 0.00 X 118991 0 4497 JOYCE LEWKE 0.00 X 24570 0 0 BARBARA E KERR 0.00 X 249205 0 18280 3161063 0 1030076 294 1 1 1 SCHWARTZSTEINSAPIRDOHRMANN & SOMMERS 6300 WILSHIRE BLVD2000 LOS ANGELES CA 90048 LEGAL SERVICES 1532646 BEESON TAYER & BODINE 1404 FRANKLIN STREET 5TH FLOOR OAKLAND CA 94612 LEGAL SERVICES 1077974 LANGENKAMP & CURTIS LLP PO BOX 13908 SACRAMENTO CA 95853 LEGAL SERVICES 789693 TUTTLE & MCCLOSKEY 750 EAST BULLARD STE 101 FRESNO CA 93710 LEGAL SERVICES 737275 LAWRENCE TRYGSTAD ESQ 1880 CENTURY PARK EAST 1104 LOS ANGELES CA 90067 LEGAL SERVICES 701831 27 MEMBERSHIP DUES AND FE 900099 172433132 172433132 NEA UNISERV FUNDING 900099 4727424 4727424 OTHER 900099 666768 666768 RENTAL INCOME FROM AFF 531120 231057 231057 178058381 2392272 2392272 42373484 241265 39613918 246627 2759566 -5362 2754204 2754204 ROYALTY INCOME 900099 1643217 1643217 ADVERTISING 541800 374267 374267 2017484 185222341 178432648 0 6789693 2089111 46215078 19564708 13812518 5939836 668565 196831 1911962 2144992 381949 5563970 8173297 4989461 2677336 LOCAL SERVICE DELIVERY 33378151 STATEWIDE PROGRAMS 31257224 OTHER EXPENDITURES 3934351 CRISIS ASSISTANCE 636492 SUPPORT SERVICES 290904 183826736 402036 315482 36512143 32651590 5765079 4587037 32204 36962 2035880 2666010 82684567 27121346 53144584 55563221 76355796 84456035 174247722 180276337 10487152 9680391 939013 551907 51213898 54397190 62640063 64629488 X 111607659 115646849 111607659 115646849 174247722 180276337 X 1395605 2643585 X X 0 1 1 X 0 CTAABC 1705 MURCHISON DRIVE BURLINGAME CA 94010 941618614 5478072 9598386 9598386 58973329 16769433 42203896 874640 802498 72142 13238212 9549415 3688797 55563221 ACCRUED PAYROLL AND RELATED LIABILITIES 4508134 DUES PAYABLE TO AFFILIATED ORGANIZATIONS 15625836 OTHER EMPLOYEE RELATED LONG-TERM OBLIGATIONS 27508197 CAPITAL LEASE OBLIGATIONS 17738 CURRENT PORTION OF LONG-TERM OBLIGATIONS 6737285 54397190 X X X 1 1 X X X 0 0 0 DAVID A SANCHEZ 133720 0 0 0 60243 0 65517 0 24033 0 283513 0 0 0 DEAN E VOGEL 126374 0 0 0 48183 0 61679 0 23939 0 260175 0 0 0 GAIL M MENDES 144353 0 0 0 45734 0 69310 0 24140 0 283537 0 0 0 CAROLYN E DOGGETT 221612 0 0 0 76488 0 106409 0 24919 0 429428 0 0 0 JAMES LCLARK 212748 0 0 0 57171 0 101834 0 24830 0 396583 0 0 0 JOE NUNEZ 206099 0 0 0 57429 0 98489 0 24763 0 386780 0 0 0 REBECCA A ZOGLMAN 206099 0 0 0 43000 0 100699 0 24763 0 374561 0 0 0 DOMINICK J SUMMA 125396 0 0 0 255958 0 58860 0 14419 0 454633 0 0 0 MARLENE BELL 33611 0 0 0 270353 0 19749 0 2060 0 325773 0 0 0 DIAN DHASSON 7 0 0 0 118984 0 0 0 4497 0 123488 0 0 0 JOYCE LEWKE 0 0 0 0 24570 0 0 0 0 0 24570 0 0 0 BARBARA E KERR 29013 0 0 0 220192 0 16286 0 1994 0 267485 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. SUPPLEMENTAL INFORMATION PART III 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. JAMES CLARK AUTO LOAN X 13404 11126 0 1 1 CAROLYN DOGGETT AUTO LOAN X 29000 25836 0 1 1 36962 CALIFORNIA CASUALTY KEY EMPLOYEE IS ON THE BOARD OF CALIFORNIA CASUALTY 407095 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: 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 2C : THE PROCESS TO SELECT AN INDEPENDENT AUDITOR DID NOT CHANGE FROM THE PRIOR YEAR. CTA MARTIN LUTHER KING JR MEMORIAL SCHOLARSHIP FUND 1705 MURCHISON DRIVE BURLINGAME CA 94010 237092497 PROVIDES SCHOLARSHIPS CA 501(C)(3) 7 CTA 1 CTA ECONOMIC BENEFITS TRUST 1705 MURCHISON DRIVE BURLINGAME CA 94010 946665695 PROVIDES BENEFITS FOR MEMBERS 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 BUILD COMMUNITY INVOLVEMENT AND PROVIDE TRAINING TO MEMBERS CA 501(C)(3) 7 CTA 1 THE MEMORIAL EDUCATION AWARDS FUND 1705 MURCHISON DRIVE BURLINGAME CA 94010 911992552 PROVIDE VISUAL ART AND ESSAY AWARDS CA 501(C)(3) 7 CTA 1 CTA FOUNDATION FOR TEACHING AND LEARNING 1705 MURCHISON DRIVE BURLINGAME CA 94010 263387057 PROVIDES GRANTS, SCHOLARSHIPS, AND DISASTER RELIEF. CA 501(C)(3) 7 CTA 1 CTA DISASTER RELIEF FUND 1705 MURCHISON DRIVE BURLINGAME CA 94010 710891612 PROVIDES DISASTER RELIEF TO MEMBERS. CA 501(C)(3) 7 CTA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 CTA INSTITUTE FOR TEACHING P 1034737 CASH VALUE