FURP.ORG / PUBLIC DATA EXPLORER

CALIFORNIA SCHOOL BOARDS ASSOCIATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA SCHOOL BOARDS ASSOCIATION (EIN 94-1510492)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-04-19
IRS object ID
202341099349300129
Schema version
2021v4.2
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)
Return2023-04-19T09:22:44-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680037990PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILBERT CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12880 GATEWAY OAKS DR STE 100AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941510492EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA SCHOOL BOARDS ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone9163714691PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13251 BEACON BOULEVARDAddressLine1Txt
CityWEST SACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP956913531ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVERNON M BILLYPersonNm
Person TitleCEO/EXECUTIVE DIRECTORPersonTitleTxt
Phone9163714691PhoneNum
Signature2023-01-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVERNONPersonFirstNm
Person LastBILLYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER Z IWATAPreparerPersonNm
PTINP01310188PTIN
Phone9166466464PhoneNum
Preparation2023-01-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerVERNON M BILLYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13251 BEACON BOULEVARDAddressLine1Txt
CityWEST SACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP956913531ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,973,084GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.CSBA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1952FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROMOTING K-12 PUBLIC EDUCATION SUCCESS THROUGH AGGRESSIVE ADVOCACY AND EFFECTIVE SCHOOL BOARD GOVERNANCE.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee139TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$11,270TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,280,013PYContributionsGrantsAmt
CY Contributions Grants$423,577CYContributionsGrantsAmt
PY Program Service Revenue$16,767,862PYProgramServiceRevenueAmt
CY Program Service Revenue$19,013,918CYProgramServiceRevenueAmt
PY Investment Income$99,697PYInvestmentIncomeAmt
CY Investment Income$47,072CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$18,147,572PYTotalRevenueAmt
CY Total Revenue$19,484,567CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,142,672PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$11,873,813CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,279,018PYOtherExpensesAmt
CY Other Expenses$6,700,602CYOtherExpensesAmt
PY Total Expenses$16,421,690PYTotalExpensesAmt
CY Total Expenses$18,574,415CYTotalExpensesAmt
PY Revenues Less Expenses$1,725,882PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$910,152CYRevenuesLessExpensesAmt
Total Assets BOY$20,580,834TotalAssetsBOYAmt
Total Assets EOY$20,596,502TotalAssetsEOYAmt
Total Liabilities BOY$3,865,260TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,017,309TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,715,574NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,579,193NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBOARDS OF EDUCATION ARE ENTRUSTED BY THEIR DIVERSE COMMUNITIES TO ENSURE THAT A HIGH QUALITY EDUCATION IS PROVIDED TO EACH STUDENT. CSBA PROMOTES SUCCESS FOR ALL STUDENTS BY DEFINING AND DRIVING THE PUBLIC EDUCATION AGENDA AND STRENGTHENING SCHOOL BOARD GOVERNANCE AT THE DISTRICT AND COUNTY LEVELS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,610,881ExpenseAmt
Revenue$6,857,666RevenueAmt
DescPOLICY AND GOVERNANCE TECHNOLOGY SERVICES PROVIDE SUPPORT TO SCHOOL BOARDS AND ADMINISTRATORS BY ASSISTING THEM WITH DEVELOPMENT, MANAGEMENT, AND MAINTENANCE OF LOCAL POLICIES AND BOARD MEETING AGENDAS AND MATERIALS USING CSBA'S GAMUT SOFTWARE APPLICATION PLATFORM THROUGH VARIOUS MODULES THAT INCLUDE POLICY, POLICY PLUS, AND MEETINGS.THE GAMUT POLICY MODULE GIVES EASY ACCESS TO CSBA SAMPLE POLICIES, REGULATIONS AND BYLAWS, PERTINENT LAWS, AND OTHER RESOURCES THAT ARE UPDATED CONTINUOUSLY THROUGHOUT THE YEAR. THE GAMUT POLICY PLUS MODULE PROVIDES AN ONLINE HOSTING PLATFORM FOR BOARD POLICIES WITH DIRECT UPDATING, EDITING, AND POSTING CAPABILITIES. THE GAMUT MEETINGS MODULE IS A PAPERLESS BOARD MEETING SERVICE WHICH ELIMINATES THE NEED FOR HARD COPIES OF AGENDAS AND RELATED BACKGROUND MATERIAL. THIS SERVICE SAVES THE DISTRICT STAFF TIME AND REDUCES COSTS.POLICY DEVELOPMENT WORKSHOPS ARE DESIGNED TO BRING TOGETHER THE EXPERTISE AND EXPERIENCE OF A CSBA CONSULTANT WITH DISTRICT ADMINISTRATORS AND/OR BOARD MEMBERS TO PRODUCE A DISTRICT POLICY MANUAL THAT COMPLIES WITH STATE AND FEDERAL LAW, AND MEETS LOCAL NEEDS. POLICY MANUAL REVIEWS PROVIDE SCHOOL DISTRICTS WITH A REPORT COMPARING THEIR ADOPTED POLICIES WITH THE CURRENT CSBA SAMPLE POLICIES. THE REPORT SUMMARIZES REVISIONS TO THE CSBA SAMPLE POLICIES THAT MAY HAVE NOT BEEN UPDATED IN THE DISTRICT POLICY MANUAL.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,874,390ExpenseAmt
Revenue$1,933,941RevenueAmt
DescASSOCIATION EDUCATION: CSBA PROVIDES TRAINING, SUPPORT, AND RESOURCES TO GOVERNING BOARDS, INCLUDING SUPERINTENDENTS, TO MAXIMIZE THEIR EFFECTIVENESS IN CARRYING OUT THEIR CRITICAL LEADERSHIP FUNCTIONS. THE TRAINING OPPORTUNITIES PROVIDED TO CSBA MEMBERS INCLUDE THE FOLLOWING AREAS: TRAINING FOR NEW BOARD MEMBERS; EFFECTIVE GOVERNANCE AND LEADERSHIP; BOARD ROLES AND RESPONSIBILITIES; STUDENT BOARD MEMBER TRAINING; STATE AND NATIONAL TRENDS IN EDUCATION; AND EDUCATION POLICY AND RESEARCH REGARDING STUDENT ACHIEVEMENT. THESE TRAININGS ARE DELIVERED THROUGH CONFERENCES, CERTIFICATE PROGRAMS, WORKSHOPS, AND INSTITUTES, AND TARGET THE BOARD MEMBER, SUPERINTENDENT, AND EXECUTIVE ASSISTANT AUDIENCES. CSBA'S ANNUAL EDUCATION CONFERENCE DRAWS NEARLY 4,000 PARTICIPANTS, INCLUDING ATTENDEES, PRESENTERS, THOUGHT LEADERS, BUSINESS PARTNERS, AND EXHIBITORS. GOVERNANCE CONSULTING SERVICES PROVIDES DIRECT SUPPORT TO GOVERNANCE TEAMS BY OFFERING CUSTOMIZED WORKSHOPS ON EFFECTIVE GOVERNANCE, BOARD SELF-EVALUATION, AND SUPERINTENDENT EVALUATION. SINCE THE PANDEMIC HAS LIMITED FACE-TO-FACE INTERACTIONS, TRAINING SERVICES HAVE EVOLVED TO INCLUDE VIRTUAL OPTIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$4,663,946ExpenseAmt
DescGOVERNMENTAL RELATIONS: ADVOCATES ON BEHALF OF PUBLIC ELEMENTARY AND SECONDARY EDUCATION BEFORE THE CALIFORNIA STATE LEGISLATURE AND U.S. CONGRESS AND OTHER STATE AND FEDERAL GOVERNMENTAL ENTITIES. THE DEPARTMENT PROVIDES STAFF SUPPORT TO CSBA'S LEGISLATIVE COMMITTEE TO TAKE ACTIVE POSITIONS ON PENDING LEGISLATION AND PROMOTE THE ENACTMENT OF LEGISLATION FAVORABLE TO THE INTERESTS OF STUDENTS, SCHOOL DISTRICTS AND COUNTY OFFICES OF EDUCATION. GOVERNMENTAL RELATIONS ENGAGES IN NEGOTIATIONS ON THE STATE BUDGET TO MAXIMIZE RESOURCES AVAILABLE FOR K-12 PUBLIC EDUCATION AND PRIORITIZE THE USE OF THOSE RESOURCES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$3,747,718ExpenseAmt
Revenue$10,211,041RevenueAmt
DescTHE EDUCATION LEGAL ALLIANCE (ELA) TAKES ON ISSUES OF STATEWIDE IMPACT ON BEHALF OF ITS MEMBERS, SUPPORTS MEMBERS IN LEGAL CHALLENGES, AND TRACKS CASE LAW PERTINENT TO EDUCATION IN CALIFORNIA. IT FILES AMICUS BRIEFS AND LAWSUITS THAT SUPPORT SCHOOL DISTRICTS ON MATTERS OF STATEWIDE IMPORTANCE. DISTRICTS AND COUNTY OFFICES OF EDUCATION, ON A VOLUNTARY BASIS, CONTRIBUTE ANNUALLY TO A FUND THAT IS RESTRICTED FOR LEGAL ACTIVITY OF THE EDUCATION LEGAL ALLIANCE. AN ADVISORY COMMITTEE OF NOTED SCHOOL LAW ATTORNEYS REVIEWS CASES AND LEGAL ISSUES AND ADVISES A STEERING COMMITTEE ON THE POTENTIAL STATEWIDE IMPACT OF A CASE, AS WELL AS THE LIKELIHOOD OF SUCCESS IN THE COURTS. THE STEERING COMMITTEE, COMPRISED OF PROMINENT SCHOOL OR COUNTY BOARD MEMBERS, SUPERINTENDENTS, AND EDUCATION AND POLITICAL EXPERTS, MAKES THE FINAL DECISION ABOUT FUNDING VARIOUS LEGAL PROJECTS AND CASES, UNLESS THE DECISION HAS SIGNIFICANT IMPLICATIONS FOR THE ORGANIZATION AND IS THEREFORE SENT TO THE CSBA BOARD FOR APPROVAL WITH A RECOMMENDATION FROM THE STEERING COMMITTEE. THE COMMUNICATIONS DEPARTMENT SUPPORTS THE REALIZATION OF CSBA'S VISION AND MISSION BY INCREASING UNDERSTANDING OF AND SUPPORT FOR THE SCHOOL BOARD ROLE IN STRENGTHENING PUBLIC SCHOOLS AND IMPROVING STUDENT OUTCOMES. THE DEPARTMENT ENGAGES MEMBERS, THE PUBLIC, POLICYMAKERS, KEY INFLUENCERS, AND THE MEDIA THROUGH A RANGE OF COMMUNICATION CHANNELS. THESE CHANNELS INCLUDE BUT ARE NOT LIMITED TO: DAILY AND WEEKLY DIGESTS OF EDUCATION NEWS STORIES; WEEKLY E-NEWSLETTERS; REGULAR BLOG POSTS; THE MONTHLY CALIFORNIA SCHOOL NEWSLETTER; THE QUARTERLY CALIFORNIA SCHOOL MAGAZINE; REGULAR UPDATES TO MULTIPLE WEBSITES INCLUDING CSBA.ORG AND AEC.CSBA.ORG; NEWS ADVISORIES AND PRESS RELEASES, MARKETING COLLATERAL, SPECIAL PUBLICATIONS, THE CSBA YEAR-IN-REVIEW, AND REGULAR COMMUNICATION THROUGH SOCIAL MEDIA PLATFORMS SUCH AS FACEBOOK, TWITTER, AND YOUTUBE. THE DEPARTMENT ALSO ARRANGES PRESS EVENTS, FIELDS MEDIA INQUIRIES AND OTHER PUBLIC QUESTIONS, AND PROVIDES EXECUTIVE SUPPORT IN THE FORM OF SPEECHWRITING AND MESSAGING. THROUGH ITS MEMBER COMMUNICATIONS, CSBA REACHES MORE THAN 5,000 SCHOOL BOARD TRUSTEES AND THEIR SUPERINTENDENTS IN MORE THAN 1,000 SCHOOL DISTRICTS, COUNTY OFFICES OF EDUCATION, AND REGIONAL OCCUPATIONAL CENTERS/PROGRAMS. EXTERNALLY, CSBA'S STATEMENTS AND POSITIONS REGULARLY APPEAR IN MAINSTREAM NEWS PUBLICATIONS ACROSS THE STATE OF CALIFORNIA, AND FREQUENTLY IN THE NATIONAL MEDIA. RESEARCH AND EDUCATION POLICY DEVELOPMENT: PROVIDES ANALYSIS OF MAJOR EDUCATION ISSUES AND PROVIDES INFORMATION ON THOSE ISSUES TO CSBA'S LEADERSHIP AND MEMBERSHIP. THE DEPARTMENT ALSO RESPONDS TO REQUESTS FROM BOARD MEMBERS AND OTHER EDUCATIONAL ORGANIZATIONS FOR STATISTICS AND OTHER INFORMATION ABOUT EDUCATION IN CALIFORNIA.THE BUSINESS AFFILIATES PROGRAM: CSBA'S CONSOLIDATED MARKETING EFFORTS STRENGTHEN OUR RELATIONSHIPS WITH THE PRIVATE SECTOR AND GENERATE ADDITIONAL REVENUES FOR THE ASSOCIATION. THE "PACKAGE" CONCEPT OF BENEFITS, DISCOUNTS, AND RECOGNITION OFFERS SUBSTANTIAL APPEAL FOR POTENTIAL CSBA SPONSORS, DONORS, EXHIBITORS, AND ADVERTISERS.CCBE PROGRAMS: THE CALIFORNIA COUNTY BOARDS OF EDUCATION (CCBE) IS A SECTION OF CSBA AND HAS HISTORICALLY REPRESENTED COUNTY MEMBERS' BOARDS. THROUGH ADVOCACY, TRAINING OPPORTUNITIES, MENTORING, MARKETING, AND COMMUNICATIONS, CCBE SERVES AND REPRESENTS COUNTY BOARDS OF EDUCATION, STRENGTHENING AND PROMOTING LOCAL GOVERNANCE, AND ENABLING COUNTY BOARDS TO HELP EVERY STUDENT SUCCEED.TOTAL FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICESDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,747,718TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$10,211,041TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$15,896,935TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee139EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN W POGEMILLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9163714691PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13251 BEACON BLVDAddressLine1Txt
CityWEST SACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95691ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
SUSAN HEREDIA
PRESIDENT AS OF 5/12/215.001.40Yes (X)Yes (X)$27,172$0$0
SUSAN MARKARIAN
VICE PRESIDENT AS OF 12/4/20 AND PRESIDENT ELECT A5.001.40Yes (X)Yes (X)$19,429$0$0
ALBERT GONZALEZ
DIRECTOR REGION 20 AND VICE PRESIDENT AS OF 12/4/25.000.20Yes (X)Yes (X)$0$0$0
XILONIN CRUZ-GONZALEZ
IMMEDIATE PAST PRESIDENT5.001.40Yes (X)Yes (X)$13,495$0$0
FRANK MAGARINO
DIRECTOR REGION 11.00Yes (X)$0$0$0
SHERRY CRAWFORD
DIRECTOR REGION 21.00Yes (X)$0$0$0
TONY UBALDE
DIRECTOR REGION 31.00Yes (X)$0$0$0
RENEE NASH
DIRECTOR REGION 41.00Yes (X)$0$0$0
ALISA MACAVOY
DIRECTOR REGION 51.00Yes (X)$0$0$0
DARREL WOO
DIRECTOR REGION 61.00Yes (X)$0$0$0
YOLANDA PENA MENDREK
DIRECTOR REGION 7 TO 12/4/211.00Yes (X)$0$0$0
JAMES AGUILAR
DIRECTOR REGION 7 AS OF 12/4/211.00Yes (X)$0$0$0
STEPHEN SCHLUER
DIRECTOR REGION 8 TO 3/29/221.00Yes (X)$0$0$0
PAUL WALLACE
DIRECTOR REGION 8 AS OF 5/20/221.00Yes (X)$0$0$0
TAMI GUNTHER
DIRECTOR REGION 91.00Yes (X)$0$0$0
KATHY SPATE
DIRECTOR REGION 101.00Yes (X)$0$0$0
SABRENA RODRIGUEZ
DIRECTOR REGION 11 AS OF 1/30/211.00Yes (X)$0$0$0
WILLIAM FARRIS
DIRECTOR REGION 121.00Yes (X)$0$0$0
MEG CUTULI
DIRECTOR REGION 15 TO 12/4/211.00Yes (X)$0$0$0
SUSAN HENRY
DIRECTOR REGION 15 AS OF 12/4/211.00Yes (X)$0$0$0
KAREN GRAY
DIRECTOR REGION 161.00Yes (X)$0$0$0
DEBRA SCHADE
DIRECTOR REGION 171.00Yes (X)$0$0$0
WENDY JONATHAN
DIRECTOR REGION 18 TO 8/20/221.00Yes (X)$0$0$0
ELIZABETH MARROQUIN
DIRECTOR REGION 18 AS OF 9/24/221.00Yes (X)$0$0$0
DEVON CONLEY
DIRECTOR REGION 20 AS OF 1/27/221.00Yes (X)$0$0$0
SCOTT SCHMERELSON
DIRECTOR REGION 21 TO 12/4/211.00Yes (X)$0$0$0
TANYA ORTIZ FRANKLIN
DIRECTOR REGION 21 AS OF 12/4/211.00Yes (X)$0$0$0
NANCY SMITH
DIRECTOR REGION 221.00Yes (X)$0$0$0
HELEN HALL
DIRECTOR REGION 231.00Yes (X)$0$0$0
LEIGHTON ANDERSON
DIRECTOR REGION 241.00Yes (X)$0$0$0
BETTYE LUSK
DIRECTOR-AT-LARGE, AFRICAN AMERICAN1.00Yes (X)$0$0$0
CRYSTAL MARTINEZ-ALIRE
DIRECTOR-AT-LARGE, AMERICAN INDIAN1.00Yes (X)$0$0$0
AMY KOO
DIRECTOR-AT-LARGE, ASIAN PACIFIC ISLANDER1.00Yes (X)$0$0$0
BRUCE DENNIS
DIRECTOR-AT-LARGE, COUNTY TO 12/4/211.00Yes (X)$0$0$0
MICHAEL TEASDALE
DIRECTOR-AT-LARGE, COUNTY AS OF 12/4/211.00Yes (X)$0$0$0
JOAQUIN RIVERA
DIRECTOR-AT-LARGE, HISPANIC1.00Yes (X)$0$0$0
RICK SHEA
CA CO BOARDS OF ED PRES AS OF 12/4/20 TO 12/4/211.00Yes (X)$0$0$0
JOE ROSS
CA CO BOARDS OF ED PRES AS OF 12/4/211.00Yes (X)$0$0$0
MICAH ALI
NSBA DIRECTOR AS OF 1/27/22 TO 6/30/221.00Yes (X)$0$0$0
VERNON M BILLY
CEO/EXECUTIVE DIRECTOR39.600.40Yes (X)$340,967$0$72,432
STEPHEN POGEMILLER
CHIEF FINANCIAL OFFICER37.003.00Yes (X)$187,740$0$51,390
KEITH BRAY
GENERAL COUNSEL AND CHIEF OF STAFF40.00$283,554$0$29,127Yes (X)
ELAINE YAMA-GARCIA
DEPUTY GENERAL COUNSEL/DIRECTOR, HR TO 2/28/21; AE39.001.00$193,659$0$36,506Yes (X)
NAOMI EASON
ASSISTANT EXECUTIVE DIRECTOR, MEMBER SERVICES31.009.00$204,976$0$30,619Yes (X)
DENNIS MEYERS
ASSISTANT EXECUTIVE DIRECTOR, GOVERNMENTAL RELATIO40.00$188,350$0$37,899Yes (X)
SCOTT HAMILTON
CHIEF TECHNOLOGY OFFICER40.00$187,996$0$48,048Yes (X)
TROY FLINT
PIO/SENIOR DIRECTOR, COMMUNICATIONS40.00$161,234$0$42,379Yes (X)
BOB TUERCK
AED POLICY & GOV. TECHNOLOGY TO 2/28/21; LEGAL SER40.00$204,890$0$32,218Yes (X)
ANTON SPEKTOROV
SENIOR ENTERPRISE ARCHITECT40.00$152,913$0$11,249Yes (X)
CARLOS MACHADO
LEGISLATIVE ADVOCATE40.00$143,619$0$15,087Yes (X)
ERIKA HOFFMAN
LEGISLATIVE ADVOCATE40.00$145,011$0$31,642Yes (X)
JAMES COLLINS
SENIOR DIRECTOR19.0021.00$155,494$0$11,139Yes (X)
KRISTIN LINDGREN
DEPUTY GENERAL COUNSEL AS OF 3/8/2140.00$145,158$0$15,315Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,755,657TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$465,050TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K27IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
EBOARD SOLUTIONS INC
5120 SUGARLOAF PARKWAYLAWRENCEVILLEGA30043POLICY SERVICES$440,709
SHOW IMAGING
1125 JOSHUA WAYVISTACA92081AEC AUDIO VISUAL$236,400
OLSON REMCHO LLP
555 CAPITOL MALL STE 400SACRAMENTOCA95814LAW FIRM$198,489
BLUEBOLT INC
415 N LASALLE DRIVE STE 205CHICAGOIL60654TECHNOLOGY AND SOFTWARE SERVICES$174,001
CALIFORNIA STRATEGIES & ADVOCACY LLC
980 9TH ST SUITE 2000SACRAMENTOCA95814LOBBYING$116,665
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
All Other Contributions$423,577AllOtherContributionsAmt
Total Contributions$423,577TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$8,222,549$8,222,549
POLICY SERVICES900099$6,872,415$6,872,415
CONTINUING EDUCATION900099$1,933,941$1,933,941
EDUCATION LEGAL ALLIANCE900099$1,612,858$1,612,858
CCBE PROGRAMS900099$218,048$218,048

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$154,107TotalRevenueColumnAmt
Related Or Exempt Func Income$142,837RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$11,270UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$19,013,918TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,489TotalRevenueColumnAmt
Exclusion$52,489ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$483,100SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$483,100SecuritiesAmt
Other$5,417OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other-$5,417OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$5,417TotalRevenueColumnAmt
Exclusion-$5,417ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,484,567TotalRevenueColumnAmt
Related Or Exempt Func Income$19,002,648RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$11,270UnrelatedBusinessRevenueAmt
Exclusion$47,072ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,432,288TotalAmt
Program Services$1,658,633ProgramServicesAmt
Management And General$773,655ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,669,257TotalAmt
Program Services$4,567,149ProgramServicesAmt
Management And General$2,102,108ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,113,424TotalAmt
Program Services$775,771ProgramServicesAmt
Management And General$337,653ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$983,172TotalAmt
Program Services$634,294ProgramServicesAmt
Management And General$348,878ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$675,672TotalAmt
Program Services$390,181ProgramServicesAmt
Management And General$285,491ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$548,430TotalAmt
Program Services$339,623ProgramServicesAmt
Management And General$208,807ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,802TotalAmt
Management And General$20,802ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$116,665TotalAmt
Program Services$116,665ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,583TotalAmt
Management And General$11,583ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$777,211TotalAmt
Program Services$701,084ProgramServicesAmt
Management And General$76,127ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$242,804TotalAmt
Program Services$236,394ProgramServicesAmt
Management And General$6,410ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,250,484TotalAmt
Program Services$746,088ProgramServicesAmt
Management And General$504,396ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$246,884TotalAmt
Program Services$88,006ProgramServicesAmt
Management And General$158,878ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$369,497TotalAmt
Program Services$9,244ProgramServicesAmt
Management And General$360,253ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$529,754TotalAmt
Program Services$284,753ProgramServicesAmt
Management And General$245,001ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,804,237TotalAmt
Program Services$1,277,506ProgramServicesAmt
Management And General$526,731ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$410,997TotalAmt
Management And General$410,997ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$313,500TotalAmt
Program Services$46,005ProgramServicesAmt
Management And General$267,495ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DUES AND SUBSCRIPTIONS$203,373$92,304$111,069
STAFF DEVELOPMENT$44,662$25,882$18,780
CSBA PAC EXPENSES$31,180$31,180
OVERHEAD APPLIED-$441,633$3,894,885-$4,336,518

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$220,172TotalAmt
Program Services$12,468ProgramServicesAmt
Management And General$207,704ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$18,574,415TotalAmt
Program Services$15,896,935ProgramServicesAmt
Management And General$2,677,480ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$829,347BOYAmt
EOY$1,623,675EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,912,249BOYAmt
EOY$10,464,675EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$146,984BOYAmt
EOY$456,520EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$60,969BOYAmt
EOY$56,854EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$670,904BOYAmt
EOY$456,360EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,771,347LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,514,001LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,479,009BOYAmt
EOY$5,257,346EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,165,022BOYAmt
EOY$1,149,267EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$316,350BOYAmt
EOY$316,350EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$815,455EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,580,834BOYAmt
EOY$20,596,502EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$730,428BOYAmt
EOY$764,747EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,515,524BOYAmt
EOY$1,572,541EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,619,308BOYAmt
EOY$680,021EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,865,260BOYAmt
EOY$3,017,309EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,715,574BOYAmt
EOY$17,579,193EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,715,574BOYAmt
EOY$17,579,193EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,580,834BOYAmt
EOY$20,596,502EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$910,152ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$46,533NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedYes (1)SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$712,336OtherCostOrOtherBasisAmt
Book Value$712,336BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,127,405OtherCostOrOtherBasisAmt
Depreciation$1,328,522DepreciationAmt
Book Value$3,798,883BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,973OtherCostOrOtherBasisAmt
Depreciation$5,973DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,290,577OtherCostOrOtherBasisAmt
Depreciation$973,414DepreciationAmt
Book Value$317,163BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,635,056OtherCostOrOtherBasisAmt
Depreciation$1,206,092DepreciationAmt
Book Value$428,964BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,257,346TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCOMPENSATED ABSENCESDesc
Amt$680,021Amt
FieldValueIRS element (for citing)
Total Liability$680,021TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ASSOCIATION HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
VERNON M BILLY
CEO/EXECUTIVE DIRECTOR$340,967$0$0$0$0$0$33,505$0$38,927$0$413,399$0$0$0
KEITH BRAY
GENERAL COUNSEL AND CHIEF OF STAFF$283,554$0$0$0$0$0$27,430$0$1,697$0$312,681$0$0$0
STEPHEN POGEMILLER
CHIEF FINANCIAL OFFICER$187,740$0$0$0$0$0$10,027$0$41,363$0$239,130$0$0$0
BOB TUERCK
AED POLICY & GOV. TECHNOLOGY TO 2/28$204,890$0$0$0$0$0$10,033$0$22,185$0$237,108$0$0$0
SCOTT HAMILTON
CHIEF TECHNOLOGY OFFICER$187,996$0$0$0$0$0$10,027$0$38,021$0$236,044$0$0$0
NAOMI EASON
ASSISTANT EXECUTIVE DIRECTOR, MEMBER$204,976$0$0$0$0$0$10,039$0$20,580$0$235,595$0$0$0
ELAINE YAMA-GARCIA
DEPUTY GENERAL COUNSEL/DIRECTOR, HR$193,659$0$0$0$0$0$18,748$0$17,758$0$230,165$0$0$0
DENNIS MEYERS
ASSISTANT EXECUTIVE DIRECTOR, GOVERN$188,350$0$0$0$0$0$18,349$0$19,550$0$226,249$0$0$0
TROY FLINT
PIO/SENIOR DIRECTOR, COMMUNICATIONS$161,234$0$0$0$0$0$15,863$0$26,516$0$203,613$0$0$0
ERIKA HOFFMAN
LEGISLATIVE ADVOCATE$145,011$0$0$0$0$0$14,174$0$17,468$0$176,653$0$0$0
JAMES COLLINS
SENIOR DIRECTOR$155,494$0$0$0$0$0$10,007$0$1,132$0$166,633$0$0$0
ANTON SPEKTOROV
SENIOR ENTERPRISE ARCHITECT$152,913$0$0$0$0$0$10,004$0$1,245$0$164,162$0$0$0
KRISTIN LINDGREN
DEPUTY GENERAL COUNSEL AS OF 3/8/21$145,158$0$0$0$0$0$9,980$0$5,335$0$160,473$0$0$0
CARLOS MACHADO
LEGISLATIVE ADVOCATE$143,619$0$0$0$0$0$14,116$0$971$0$158,706$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1AACCORDING TO THE BYLAWS AND STANDING RULES OF THE ASSOCIATION, THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE HAVE BEEN DELEGATED AUTHORITY TO TAKE ACTION ON BEHALF OF THE ASSOCIATION. THE EXECUTIVE COMMITTEE IS COMPRISED OF FOUR OFFICERS: PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT AND IMMEDIATE PAST PRESIDENT. THE BOARD OF DIRECTORS IS COMPRISED OF 28 DIRECTORS PLUS THE EXECUTIVE COMMITTEE AND IT TOO MAY ACT BETWEEN MEETINGS OF THE DELEGATE ASSEMBLY.
FORM 990, PART VI, SECTION A, LINE 6BOARD MEMBERS THROUGHOUT THE STATE WHOSE DISTRICTS AND/OR COUNTY OFFICES OF EDUCATION ARE MEMBERS OF CSBA ELECT SCHOOL OR COUNTY OFFICE BOARD MEMBERS TO SERVE AS DELEGATES TO CSBA'S DELEGATE ASSEMBLY. THE DELEGATES THEN ELECT THE MEMBERS OF THE BOARD OF DIRECTORS AND THE OFFICERS OF THE ASSOCIATION.
FORM 990, PART VI, SECTION A, LINE 7ASEE EXPLANATION TO PART VI, LINE 6.
FORM 990, PART VI, SECTION A, LINE 7BTHE PRESIDENT RECOMMENDS COMMITTEE APPOINTMENTS, THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT'S RECOMMENDED APPOINTMENTS, AND THE BOARD OF DIRECTORS CONSIDERS AND APPROVES COMMITTEE APPOINTMENTS. DECISIONS BY THE OFFICERS ARE REPORTED TO THE BOARD. THE MAJORITY OF DECISIONS ARE MADE BY THE BOARD OF DIRECTORS, INCLUDING THE ADOPTION OF THE ASSOCIATION'S ANNUAL BUDGET. THE BOARD ALSO DELEGATES DECISIONS TO THE CEO AND EXECUTIVE DIRECTOR, AS APPROPRIATE. THE DELEGATE ASSEMBLY ALSO MAKES DECISIONS SURROUNDING SUCH ISSUES AS BALLOT MEASURES AND POLICY POSITIONS.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 WILL BE REVIEWED PRIOR TO FILING OF THE FORM 990. THE APPROPRIATE ASSOCIATION STAFF WILL REVIEW ALL DOCUMENTS PRIOR TO DISCUSSION AND REVIEW WITH THE CSBA BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY APPLIES TO ALL CSBA OFFICERS, DIRECTORS, KEY EMPLOYEES, CERTAIN FORMER EMPLOYEES, AND SPECIFIED INDEPENDENT CONTRACTORS, AS WELL AS THE OFFICERS, DIRECTORS, KEY EMPLOYEES, CERTAIN FORMER EMPLOYEES, AND SPECIFIED INDEPENDENT CONTRACTORS OF RELATED ORGANIZATIONS SUCH AS CSBADSC, CSBAFC, AND CSB FOUNDATION. ALL OFFICERS, DIRECTORS, KEY EMPLOYEES, CERTAIN FORMER EMPLOYEES, AND SPECIFIED INDEPENDENT CONTRACTORS ARE REQUIRED TO SUBMIT ANNUALLY A DISCLOSURE STATEMENT TO THE CSBA GENERAL COUNSEL. THE GENERAL COUNSEL, CSBA CHIEF FINANCIAL OFFICER, CSBA CEO/EXECUTIVE, CSBA PRESIDENT, AND THE PRESIDENT OF THE BOARD OF DIRECTORS OF EACH RELATED ENTITY REVIEW THE STATEMENTS FOR ANY FACTS OR CIRCUMSTANCES THAT MAY REFLECT AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST. UPON REVIEW OF EACH DISCLOSURE STATEMENT, THE CSBA PRESIDENT AND CSBA GENERAL COUNSEL WILL DISCLOSE ANY IDENTIFIED ACTUAL, POTENTIAL OR APPARENT CONFLICTS OF INTEREST TO THE CSBA BOARD OF DIRECTORS OR TO THE DIRECTORS OF THE BOARD OF ANY RELATED ENTITY, WITH A RECOMMENDATION AS TO POSSIBLE ACTION. THE BOARD(S) WILL THEN DETERMINE APPROPRIATE ACTION.
FORM 990, PART VI, SECTION B, LINE 15ATHE COMPENSATION REVIEW COMMITTEE IS COMPOSED OF THE CHAIR OF THE AUDIT COMMITTEE, A MEMBER OF THE AUDIT COMMITTEE, THE CHAIR OF THE FINANCE COMMITTEE, TWO MEMBERS FROM THE BOARD OF DIRECTORS APPOINTED BY THE CSBA PRESIDENT, AND THE IMMEDIATE PAST PRESIDENT OF THE BOARD OF DIRECTORS. THE CHAIR OF THE COMMITTEE IS APPOINTED BY THE PRESIDENT AND APPROVED BY THE BOARD OF DIRECTORS. THE VICE CHAIR IS SELECTED BY THE COMMITTEE. THE COMMITTEE REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR OF CSBA. THE COMMITTEE MEETS TO REVIEW THEIR PROTOCOL AND DATA ASSEMBLED FROM COMPARABLE ASSOCIATIONS WITH SIMILAR REVENUE AND EMPLOYEE BASE, DATA ASSEMBLED BY THE NATIONAL SCHOOL BOARDS ASSOCIATION, AND GENERAL DATA FROM COMPARABLE NOT-FOR-PROFIT AND FOR-PROFIT BASED ORGANIZATIONS. IN THE EVENT OF A SALARY ADJUSTMENT FOR THE CEO/EXECUTIVE DIRECTOR, THE COMMITTEE FORWARDS A WRITTEN RECOMMENDATION TO THE EXECUTIVE COMMITTEE FOR REVIEW. THE EXECUTIVE COMMITTEE THEN PREPARES ITS RECOMMENDATION AND MEETS IN EXECUTIVE SESSION WITH THE BOARD OF DIRECTORS. A FINAL DECISION IS RENDERED BY MAJORITY VOTE OF THE BOARD. ANY RECOMMENDATION BY THE COMPENSATION COMMITTEE ON COMPENSATION IS SHARED WITH THE FULL BOARD AS WELL.
FORM 990, PART VI, SECTION C, LINE 19FORM 990S ARE POSTED ON THE CSBA WEBSITE, AS WELL AS CERTAIN OTHER DOCUMENTS, AND ALL ARE ALSO AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
CALIFORNIA SCHOOL BOARDS FOUNDATION
3251 BEACON BLVDWEST SACRAMENTOCA95691941623582PROVIDE TRAINING AND SUPPORT TO SCHOOL BOARD MEMBERSCA501(C)(3)LINE 7CALIFORNIA SCHOOL BOARDS ASSOCIATION0
CALIFORNIA SCHOOL BOARDS FINANCE CORPORATION
3251 BEACON BLVDWEST SACRAMENTOCA95691680138865FINANCIAL ASSISTANCE TO EDUCATIONAL BODIESCA501(C)(4)CALIFORNIA SCHOOL BOARDS ASSOCIATION0
CALIFORNIA SCHOOL BOARDS ASSOCIATION DISTRICT SERVICES CORP
3251 BEACON BLVDWEST SACRAMENTOCA95691680371170PROVIDE SUPPORT TO SCHOOL DISTRICTSCA501(C)(4)CALIFORNIA SCHOOL BOARDS ASSOCIATION0
FULL AND FAIR FUNDING
555 CAPITOL MALL SUITE 400SACRAMENTOCA95814842052805ENGAGE IN RESEARCH, PUBLIC EDUCATION, ADVOCACY FOR CA PUBLIC SCHOOL FUNDINGCA501(C)(4)0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CALIFORNIA SCHOOL BOARDS ASSOCIATION DISTRICT SERVICES CORP
N$287,308ACTUAL COST
CALIFORNIA SCHOOL BOARDS ASSOCIATION FINANCE CORPORATION
N$51,079ACTUAL COST
CALIFORNIA SCHOOL BOARDS FOUNDATION
N$103,240ACTUAL COST