2023-04-19T09:22:44-05:00 2022-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2021-07-01 941510492 CALIFORNIA SCHOOL BOARDS ASSOCIATION CALI 9163714691 3251 BEACON BOULEVARD WEST SACRAMENTO CA 956913531 VERNON M BILLY CEO/EXECUTIVE DIRECTOR 9163714691 2023-01-18 1 VERNON BILLY 999009999 JENNIFER Z IWATA P01310188 9166466464 2023-01-18 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z VERNON M BILLY 3251 BEACON BOULEVARD WEST SACRAMENTO CA 956913531 19973084 0 X WWW.CSBA.ORG X 1952 CA PROMOTING K-12 PUBLIC EDUCATION SUCCESS THROUGH AGGRESSIVE ADVOCACY AND EFFECTIVE SCHOOL BOARD GOVERNANCE. 32 28 139 40 11270 0 1280013 423577 16767862 19013918 99697 47072 0 0 18147572 19484567 0 0 0 0 12142672 11873813 0 0 0 4279018 6700602 16421690 18574415 1725882 910152 20580834 20596502 3865260 3017309 16715574 17579193 X BOARDS 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. 0 0 3610881 6857666 POLICY 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. 3874390 1933941 ASSOCIATION 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. 4663946 GOVERNMENTAL 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. 3747718 10211041 THE 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 SERVICES 3747718 10211041 15896935 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 18 0 1 139 1 1 1 0 0 0 1 1 0 0 0 X 32 28 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X STEPHEN W POGEMILLER 9163714691 3251 BEACON BLVD WEST SACRAMENTO CA 95691 SUSAN HEREDIA PRESIDENT AS OF 5/12/21 5.00 1.40 X X 27172 0 0 SUSAN MARKARIAN VICE PRESIDENT AS OF 12/4/20 AND PRESIDENT ELECT A 5.00 1.40 X X 19429 0 0 ALBERT GONZALEZ DIRECTOR REGION 20 AND VICE PRESIDENT AS OF 12/4/2 5.00 0.20 X X 0 0 0 XILONIN CRUZ-GONZALEZ IMMEDIATE PAST PRESIDENT 5.00 1.40 X X 13495 0 0 FRANK MAGARINO DIRECTOR REGION 1 1.00 X 0 0 0 SHERRY CRAWFORD DIRECTOR REGION 2 1.00 X 0 0 0 TONY UBALDE DIRECTOR REGION 3 1.00 X 0 0 0 RENEE NASH DIRECTOR REGION 4 1.00 X 0 0 0 ALISA MACAVOY DIRECTOR REGION 5 1.00 X 0 0 0 DARREL WOO DIRECTOR REGION 6 1.00 X 0 0 0 YOLANDA PENA MENDREK DIRECTOR REGION 7 TO 12/4/21 1.00 X 0 0 0 JAMES AGUILAR DIRECTOR REGION 7 AS OF 12/4/21 1.00 X 0 0 0 STEPHEN SCHLUER DIRECTOR REGION 8 TO 3/29/22 1.00 X 0 0 0 PAUL WALLACE DIRECTOR REGION 8 AS OF 5/20/22 1.00 X 0 0 0 TAMI GUNTHER DIRECTOR REGION 9 1.00 X 0 0 0 KATHY SPATE DIRECTOR REGION 10 1.00 X 0 0 0 SABRENA RODRIGUEZ DIRECTOR REGION 11 AS OF 1/30/21 1.00 X 0 0 0 WILLIAM FARRIS DIRECTOR REGION 12 1.00 X 0 0 0 MEG CUTULI DIRECTOR REGION 15 TO 12/4/21 1.00 X 0 0 0 SUSAN HENRY DIRECTOR REGION 15 AS OF 12/4/21 1.00 X 0 0 0 KAREN GRAY DIRECTOR REGION 16 1.00 X 0 0 0 DEBRA SCHADE DIRECTOR REGION 17 1.00 X 0 0 0 WENDY JONATHAN DIRECTOR REGION 18 TO 8/20/22 1.00 X 0 0 0 ELIZABETH MARROQUIN DIRECTOR REGION 18 AS OF 9/24/22 1.00 X 0 0 0 DEVON CONLEY DIRECTOR REGION 20 AS OF 1/27/22 1.00 X 0 0 0 SCOTT SCHMERELSON DIRECTOR REGION 21 TO 12/4/21 1.00 X 0 0 0 TANYA ORTIZ FRANKLIN DIRECTOR REGION 21 AS OF 12/4/21 1.00 X 0 0 0 NANCY SMITH DIRECTOR REGION 22 1.00 X 0 0 0 HELEN HALL DIRECTOR REGION 23 1.00 X 0 0 0 LEIGHTON ANDERSON DIRECTOR REGION 24 1.00 X 0 0 0 BETTYE LUSK DIRECTOR-AT-LARGE, AFRICAN AMERICAN 1.00 X 0 0 0 CRYSTAL MARTINEZ-ALIRE DIRECTOR-AT-LARGE, AMERICAN INDIAN 1.00 X 0 0 0 AMY KOO DIRECTOR-AT-LARGE, ASIAN PACIFIC ISLANDER 1.00 X 0 0 0 BRUCE DENNIS DIRECTOR-AT-LARGE, COUNTY TO 12/4/21 1.00 X 0 0 0 MICHAEL TEASDALE DIRECTOR-AT-LARGE, COUNTY AS OF 12/4/21 1.00 X 0 0 0 JOAQUIN RIVERA DIRECTOR-AT-LARGE, HISPANIC 1.00 X 0 0 0 RICK SHEA CA CO BOARDS OF ED PRES AS OF 12/4/20 TO 12/4/21 1.00 X 0 0 0 JOE ROSS CA CO BOARDS OF ED PRES AS OF 12/4/21 1.00 X 0 0 0 MICAH ALI NSBA DIRECTOR AS OF 1/27/22 TO 6/30/22 1.00 X 0 0 0 VERNON M BILLY CEO/EXECUTIVE DIRECTOR 39.60 0.40 X 340967 0 72432 STEPHEN POGEMILLER CHIEF FINANCIAL OFFICER 37.00 3.00 X 187740 0 51390 KEITH BRAY GENERAL COUNSEL AND CHIEF OF STAFF 40.00 X 283554 0 29127 ELAINE YAMA-GARCIA DEPUTY GENERAL COUNSEL/DIRECTOR, HR TO 2/28/21; AE 39.00 1.00 X 193659 0 36506 NAOMI EASON ASSISTANT EXECUTIVE DIRECTOR, MEMBER SERVICES 31.00 9.00 X 204976 0 30619 DENNIS MEYERS ASSISTANT EXECUTIVE DIRECTOR, GOVERNMENTAL RELATIO 40.00 X 188350 0 37899 SCOTT HAMILTON CHIEF TECHNOLOGY OFFICER 40.00 X 187996 0 48048 TROY FLINT PIO/SENIOR DIRECTOR, COMMUNICATIONS 40.00 X 161234 0 42379 BOB TUERCK AED POLICY & GOV. TECHNOLOGY TO 2/28/21; LEGAL SER 40.00 X 204890 0 32218 ANTON SPEKTOROV SENIOR ENTERPRISE ARCHITECT 40.00 X 152913 0 11249 CARLOS MACHADO LEGISLATIVE ADVOCATE 40.00 X 143619 0 15087 ERIKA HOFFMAN LEGISLATIVE ADVOCATE 40.00 X 145011 0 31642 JAMES COLLINS SENIOR DIRECTOR 19.00 21.00 X 155494 0 11139 KRISTIN LINDGREN DEPUTY GENERAL COUNSEL AS OF 3/8/21 40.00 X 145158 0 15315 2755657 0 465050 27 0 1 0 EBOARD SOLUTIONS INC 5120 SUGARLOAF PARKWAY LAWRENCEVILLE GA 30043 POLICY SERVICES 440709 SHOW IMAGING 1125 JOSHUA WAY VISTA CA 92081 AEC AUDIO VISUAL 236400 OLSON REMCHO LLP 555 CAPITOL MALL STE 400 SACRAMENTO CA 95814 LAW FIRM 198489 BLUEBOLT INC 415 N LASALLE DRIVE STE 205 CHICAGO IL 60654 TECHNOLOGY AND SOFTWARE SERVICES 174001 CALIFORNIA STRATEGIES & ADVOCACY LLC 980 9TH ST SUITE 2000 SACRAMENTO CA 95814 LOBBYING 116665 7 423577 423577 MEMBERSHIP DUES 900099 8222549 8222549 POLICY SERVICES 900099 6872415 6872415 CONTINUING EDUCATION 900099 1933941 1933941 EDUCATION LEGAL ALLIANCE 900099 1612858 1612858 CCBE PROGRAMS 900099 218048 218048 154107 142837 11270 19013918 52489 52489 483100 483100 5417 0 -5417 -5417 -5417 19484567 19002648 11270 47072 2432288 1658633 773655 6669257 4567149 2102108 1113424 775771 337653 983172 634294 348878 675672 390181 285491 548430 339623 208807 20802 20802 116665 116665 11583 11583 777211 701084 76127 242804 236394 6410 1250484 746088 504396 246884 88006 158878 369497 9244 360253 529754 284753 245001 1804237 1277506 526731 410997 410997 313500 46005 267495 DUES AND SUBSCRIPTIONS 203373 92304 111069 STAFF DEVELOPMENT 44662 25882 18780 CSBA PAC EXPENSES 31180 31180 OVERHEAD APPLIED -441633 3894885 -4336518 220172 12468 207704 18574415 15896935 2677480 0 829347 1623675 11912249 10464675 146984 456520 60969 56854 670904 456360 8771347 3514001 5479009 5257346 1165022 1149267 316350 316350 0 815455 20580834 20596502 730428 764747 1515524 1572541 1619308 680021 3865260 3017309 X 16715574 17579193 16715574 17579193 20580834 20596502 910152 -46533 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 712336 712336 5127405 1328522 3798883 5973 5973 0 1290577 973414 317163 1635056 1206092 428964 5257346 COMPENSATED ABSENCES 680021 680021 X PART X, LINE 2: THE 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. X X X X X X 0 0 0 0 0 0 0 0 0 VERNON M BILLY CEO/EXECUTIVE DIRECTOR 340967 0 0 0 0 0 33505 0 38927 0 413399 0 0 0 KEITH BRAY GENERAL COUNSEL AND CHIEF OF STAFF 283554 0 0 0 0 0 27430 0 1697 0 312681 0 0 0 STEPHEN POGEMILLER CHIEF FINANCIAL OFFICER 187740 0 0 0 0 0 10027 0 41363 0 239130 0 0 0 BOB TUERCK AED POLICY & GOV. TECHNOLOGY TO 2/28 204890 0 0 0 0 0 10033 0 22185 0 237108 0 0 0 SCOTT HAMILTON CHIEF TECHNOLOGY OFFICER 187996 0 0 0 0 0 10027 0 38021 0 236044 0 0 0 NAOMI EASON ASSISTANT EXECUTIVE DIRECTOR, MEMBER 204976 0 0 0 0 0 10039 0 20580 0 235595 0 0 0 ELAINE YAMA-GARCIA DEPUTY GENERAL COUNSEL/DIRECTOR, HR 193659 0 0 0 0 0 18748 0 17758 0 230165 0 0 0 DENNIS MEYERS ASSISTANT EXECUTIVE DIRECTOR, GOVERN 188350 0 0 0 0 0 18349 0 19550 0 226249 0 0 0 TROY FLINT PIO/SENIOR DIRECTOR, COMMUNICATIONS 161234 0 0 0 0 0 15863 0 26516 0 203613 0 0 0 ERIKA HOFFMAN LEGISLATIVE ADVOCATE 145011 0 0 0 0 0 14174 0 17468 0 176653 0 0 0 JAMES COLLINS SENIOR DIRECTOR 155494 0 0 0 0 0 10007 0 1132 0 166633 0 0 0 ANTON SPEKTOROV SENIOR ENTERPRISE ARCHITECT 152913 0 0 0 0 0 10004 0 1245 0 164162 0 0 0 KRISTIN LINDGREN DEPUTY GENERAL COUNSEL AS OF 3/8/21 145158 0 0 0 0 0 9980 0 5335 0 160473 0 0 0 CARLOS MACHADO LEGISLATIVE ADVOCATE 143619 0 0 0 0 0 14116 0 971 0 158706 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A ACCORDING 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 6 BOARD 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 7A SEE EXPLANATION TO PART VI, LINE 6. FORM 990, PART VI, SECTION A, LINE 7B THE 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 11B FORM 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 12C THE 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 15A THE 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 19 FORM 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 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CALIFORNIA SCHOOL BOARDS FOUNDATION 3251 BEACON BLVD WEST SACRAMENTO CA 95691 941623582 PROVIDE TRAINING AND SUPPORT TO SCHOOL BOARD MEMBERS CA 501(C)(3) LINE 7 CALIFORNIA SCHOOL BOARDS ASSOCIATION 0 CALIFORNIA SCHOOL BOARDS FINANCE CORPORATION 3251 BEACON BLVD WEST SACRAMENTO CA 95691 680138865 FINANCIAL ASSISTANCE TO EDUCATIONAL BODIES CA 501(C)(4) CALIFORNIA SCHOOL BOARDS ASSOCIATION 0 CALIFORNIA SCHOOL BOARDS ASSOCIATION DISTRICT SERVICES CORP 3251 BEACON BLVD WEST SACRAMENTO CA 95691 680371170 PROVIDE SUPPORT TO SCHOOL DISTRICTS CA 501(C)(4) CALIFORNIA SCHOOL BOARDS ASSOCIATION 0 FULL AND FAIR FUNDING 555 CAPITOL MALL SUITE 400 SACRAMENTO CA 95814 842052805 ENGAGE IN RESEARCH, PUBLIC EDUCATION, ADVOCACY FOR CA PUBLIC SCHOOL FUNDING CA 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CALIFORNIA SCHOOL BOARDS ASSOCIATION DISTRICT SERVICES CORP N 287308 ACTUAL COST CALIFORNIA SCHOOL BOARDS ASSOCIATION FINANCE CORPORATION N 51079 ACTUAL COST CALIFORNIA SCHOOL BOARDS FOUNDATION N 103240 ACTUAL COST