CALIFORNIA SCHOOL BOARDS ASSOCIATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA SCHOOL BOARDS ASSOCIATION (EIN 94-1510492)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-04-28
IRS object ID
202131189349300233
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-28T11:44:54-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2020-12-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER Z IWATAPreparerPersonNm
PTINP01310188PTIN
Phone9166466464PhoneNum
Preparation2020-12-08PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$18,564,410GrossReceiptsAmt
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 Body31VotingMembersGoverningBodyCnt
Voting Members Independent27VotingMembersIndependentCnt
Total Employee141TotalEmployeeCnt
Total Volunteers32TotalVolunteersCnt
Total Gross UBI$29,387TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$78,150NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$352,072PYContributionsGrantsAmt
CY Contributions Grants$358,767CYContributionsGrantsAmt
PY Program Service Revenue$17,240,266PYProgramServiceRevenueAmt
CY Program Service Revenue$17,012,784CYProgramServiceRevenueAmt
PY Investment Income$299,911PYInvestmentIncomeAmt
CY Investment Income$295,147CYInvestmentIncomeAmt
PY Other Revenue$10,559PYOtherRevenueAmt
CY Other Revenue$4,521CYOtherRevenueAmt
PY Total Revenue$17,902,808PYTotalRevenueAmt
CY Total Revenue$17,671,219CYTotalRevenueAmt
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$9,675,174PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,776,333CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$7,491,608PYOtherExpensesAmt
CY Other Expenses$6,425,440CYOtherExpensesAmt
PY Total Expenses$17,166,782PYTotalExpensesAmt
CY Total Expenses$17,201,773CYTotalExpensesAmt
PY Revenues Less Expenses$736,026PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$469,446CYRevenuesLessExpensesAmt
Total Assets BOY$19,878,293TotalAssetsBOYAmt
Total Assets EOY$19,672,877TotalAssetsEOYAmt
Total Liabilities BOY$5,357,519TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,677,709TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,520,774NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,995,168NetAssetsOrFundBalancesEOYAmt
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$3,727,448ExpenseAmt
Revenue$4,569,513RevenueAmt
DescPOLICY AND GOVERNANCE TECHNOLOGY SERVICES PROVIDE SUPPORT TO SCHOOL BOARDS AND ADMINISTRATORS BY HELPING THEM DEVELOP, MANAGE, AND MAINTAIN LOCAL POLICIES AND BOARD MEETING AGENDAS AND MATERIALS USING CSBA'S GAMUT SOFTWARE APPLICATION.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 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 DISTRICT ADMINISTRATORS AND/OR BOARD MEMBERS WITH A CSBA CONSULTANT 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 NOT HAVE BEEN UPDATED IN THE DISTIRCT POLICY MANUAL.SCHOOL DISTRICTS AND COUNTY OFFICES OF EDUCATION ARE ELIGIBLE TO CONTRACT FOR GAMUT POLICY PLUS TO HOST AND MAINTAIN THEIR LOCAL POLICIES ON THE GAMUT PLATFORM IF THEY SUBSCRIBE TO GAMUT POLICY, AND IF THEY USE THE CSBA POLICY UPDATE SERVICE AND POLICY CODIFICATION SYSTEM.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,686,436ExpenseAmt
Revenue$2,959,252RevenueAmt
DescASSOCIATION EDUCATION: CSBA PROVIDES TRAINING, SUPPORT, AND RESOURCES TO GOVERNING BOARDS AND 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 5,000 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,893,694ExpenseAmt
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$3,688,416ExpenseAmt
Revenue$9,459,153RevenueAmt
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. AN ADVISORY COMMITTEE OF NOTED SCHOOL LAW ATTORNEYS REVIEWS CASES AND LEGAL ISSUES AND ADVISES A STEERING COMMITTEE ON THE POTENTIAL STATEWIDE IMPACT OF THE CASE AS WELL AS THE LIKELIHOOD OF SUCCESS IN THE COURTS. THE STEERING COMMITTEE, COMPRISED OF PROMINENT BOARD MEMBERS, SUPERINTENDENTS, AND EDUCATION AND POLITICAL EXPERTS, MAKES THE FINAL DECISION ABOUT FUNDING VARIOUS LEGAL PROJECTS AND CASES. 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 COMMUNICATIONS 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, AEC.CSBA.ORG, AND FULLANDFAIRFUNDING.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 NEARLY 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 ADMINISTERED BY 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.CCSA PROGRAMS: THE CALIFORNIA COUNCIL OF SCHOOL ATTORNEYS (CCSA) IS ADMINISTERED BY CSBA AND COMPRISES ATTORNEYS REPRESENTING SCHOOL DISTRICTS IN CALIFORNIA. ITS PURPOSE IS TO IDENTIFY CURRENT LEGAL PROBLEMS FACING SCHOOL BOARDS AND TO DISSEMINATE LEGAL INFORMATION AND ANALYSES THROUGH TRAININGS AND WORKSHOPS FOR SCHOOL ATTORNEYS AND BOARD MEMBERS.TOTAL FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,688,416TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$9,459,153TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$14,995,994TotalProgramServiceExpensesAmt
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 OutstandingYes (1)LoanOutstandingInd
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 Document32IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee141EmployeeCnt
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 Members31GoverningBodyVotingMembersCnt
Independent Voting Member27IndependentVotingMemberCnt
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 (54 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MIKE WALSH
IMMEDIATE PAST PRESIDENT TO 12/7/195.001.40Yes (X)Yes (X)$13,495$0$0
EMMA TURNER
PRES AS OF 12/1/18 AND IMMEDIATE PAST PRES5.001.40Yes (X)Yes (X)$29,682$0$0
XILONIN CRUZ-GONZALEZ
PRES ELECT AS OF 12/1/18 AND PRESIDENT5.001.40Yes (X)Yes (X)$22,989$0$0
SUZANNE KITCHENS
DIRECTOR REGION 11 AND PRES ELECT AS OF 12/7/195.001.40Yes (X)Yes (X)$0$0$0
TAMARA OTERO
VP AS OF 12/1/18 TO 12/7/195.000.20Yes (X)Yes (X)$13,494$0$0
SUSAN HEREDIA
VP AS OF 12/7/195.000.20Yes (X)Yes (X)$0$0$0
FRANK MAGARINO
DIRECTOR REGION 1 AS OF 2/10/191.00Yes (X)$0$0$0
SHERRY CRAWFORD
DIRECTOR REGION 21.00Yes (X)$0$0$0
TONY UBALDE
DIRECTOR REGION 31.00Yes (X)$0$0$0
PAIGE K STAUSS
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 71.00Yes (X)$0$0$0
MATT BALZARINI
DIRECTOR REGION 81.00Yes (X)$0$0$0
TAMI GUNTHER
DIRECTOR REGION 91.00Yes (X)$0$0$0
SUSAN MARKARIAN
DIRECTOR REGION 101.00Yes (X)$0$0$0
JACKIE MORAN
DIRECTOR REGION 11 AS OF 1/26/201.00Yes (X)$0$0$0
WILLIAM FARRIS
DIRECTOR REGION 121.00Yes (X)$0$0$0
MEG CUTULI
DIRECTOR REGION 151.00Yes (X)$0$0$0
KAREN GRAY
DIRECTOR REGION 161.00Yes (X)$0$0$0
KATIE DEXTER
DIRECTOR REGION 17 TO 10/3/191.00Yes (X)$0$0$0
BARBARA RYAN
DIRECTOR REGION 17 AS OF 10/3/19 TO 12/7/191.00Yes (X)$0$0$0
DEBRA SCHADE
DIRECTOR REGION 17 AS OF 12/7/191.00Yes (X)$0$0$0
WENDY JONATHAN
DIRECTOR REGION 181.00Yes (X)$0$0$0
ALBERT GONZALEZ
DIRECTOR REGION 201.00Yes (X)$0$0$0
KELLY GONEZ
DIRECTOR REGION 21 TO 12/7/191.00Yes (X)$0$0$0
SCOTT SCHMERELSON
DIRECTOR REGION 21 AS OF 12/7/191.00Yes (X)$0$0$0
NANCY SMITH
DIRECTOR REGION 221.00Yes (X)$0$0$0
HELEN HALL
DIRECTOR REGION 231.00Yes (X)$0$0$0
DONALD LAPLANTE
DIRECTOR REGION 241.00Yes (X)$0$0$0
HEIDI WEILAND
DIRECTOR-AT-LARGE, COUNTY TO 12/7/191.00Yes (X)$0$0$0
BRUCE DENNIS
DIRECTOR-AT-LARGE, COUNTY AS OF 12/7/191.00Yes (X)$0$0$0
DANA DEAN
CA CO BOARDS OF ED PRES TO 12/7/191.00Yes (X)$0$0$0
JANET WOHLGEBUTH
CA CO BOARDS OF ED PRES AS OF 12/7/191.00Yes (X)$0$0$0
CRYSTAL MARTINEZ-ALIRE
DIRECTOR-AT-LARGE, AMERICAN INDIAN AS OF 2/10/191.00Yes (X)$0$0$0
GINO KWOK
DIRECTOR-AT-LARGE, ASIAN PACIFIC ISLANDER1.00Yes (X)$0$0$0
BETTYE LUSK
DIRECTOR-AT-LARGE, AFRICAN AMERICAN1.00Yes (X)$0$0$0
JOAQUIN RIVERA
DIRECTOR-AT-LARGE, HISPANIC1.00Yes (X)$0$0$0
FRANK PUGH
NSBA BOARD OF DIRECTORS TO 4/1/191.00Yes (X)$0$0$0
MICAH ALI
NSBA BOARD OF DIRECTORS TO 4/1/191.00Yes (X)$0$0$0
CHRIS UNGAR
NSBA DIRECTOR TO 4/7/201.00Yes (X)$0$0$0
VERNON M BILLY
CEO/EXECUTIVE DIRECTOR39.600.40Yes (X)$301,950$0$58,847
STEPHEN POGEMILLER
CHIEF FINANCIAL OFFICER37.003.00Yes (X)$170,574$0$45,427
KATHRYN MEOLA
GENERAL COUNSEL TO 6/5/2040.00$243,871$0$52,518Yes (X)
ELAINE YAMA-GARCIA
DEPUTY GENERAL COUNSEL/DIRECTOR, HR40.00$160,993$0$29,407Yes (X)
NAOMI EASON
ASSISTANT EXECUTIVE DIRECTOR, MEMBER SERVICES31.009.00$187,032$0$26,745Yes (X)
DENNIS MEYERS
ASSISTANT EXECUTIVE DIRECTOR, GOVERNMENTAL RELATIO40.00$171,216$0$32,257Yes (X)
SCOTT HAMILTON
CHIEF TECHNOLOGY OFFICER40.00$170,907$0$41,829Yes (X)
BOB TUERCK
ASSISTANT EXECUTIVE DIRECTOR, POLICY & GOVERNANCE40.00$150,480$0$29,102Yes (X)
TROY FLINT
PIO/SENIOR DIRECTOR, COMMUNICATIONS40.00$141,342$0$36,248Yes (X)
ANDREW EXNER
SENIOR DIRECTOR, BUSINESS DEVELOPMENT TO 9/1/2019.0021.00$149,705$0$33,370Yes (X)
ANTON SPEKTOROV
SENIOR ENTERPRISE ARCHITECT40.00$139,244$0$9,528Yes (X)
BRYAN DEBLONK
EXTERNAL AFFAIRS DIRECTOR TO 10/2/2040.00$137,190$0$24,443Yes (X)
ERIKA HOFFMAN
LEGISLATIVE ADVOCATE40.00$132,175$0$27,345Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,336,339TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$447,066TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K20IndivRcvdGreaterThan100KCnt
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
SHOW IMAGING
2438 CADES WAYVISTACA92081AEC AUDIO VISUAL$311,704
EBOARD SOLUTIONS INC
5120 SUGARLOAF PARKWAYLAWRENCEVILLEGA30043POLICY SERVICES$247,954
GLOBAL EXPERIENCE SPECIALISTS INC
PO BOX 96174CHICAGOIL60693AEC EVENT PROVIDER$160,782
PAUL BAKER PRINTING INC
4251 GATEWAY PARK BLVDSACRAMENTOCA95834COMMUNICATIONS$147,723
CALIFORNIA STRATEGIES & ADVOCACY LLC
980 9TH ST SUITE 2000SACRAMENTOCA95814LOBBYING$141,500
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K19CntrctRcvdGreaterThan100KCnt
All Other Contributions$358,767AllOtherContributionsAmt
Total Contributions$358,767TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP DUES900099$7,631,702$7,631,702
POLICY SERVICES900099$4,598,900$4,569,513$29,387
CONTINUING EDUCATION900099$2,959,252$2,959,252
EDUCATION LEGAL ALLIANCE900099$1,454,287$1,454,287
CCBE PROGRAMS900099$179,266$179,266

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$189,377TotalRevenueColumnAmt
Related Or Exempt Func Income$189,377RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$17,012,784TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$288,501TotalRevenueColumnAmt
Exclusion$288,501ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$899,837SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$893,191SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,646SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,646TotalRevenueColumnAmt
Exclusion$6,646ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$4,521TotalRevenueColumnAmt
Related Or Exempt Func Income$4,521RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,521OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,671,219TotalRevenueColumnAmt
Related Or Exempt Func Income$16,987,918RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$29,387UnrelatedBusinessRevenueAmt
Exclusion$295,147ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,957,949TotalAmt
Program Services$1,275,465ProgramServicesAmt
Management And General$682,484ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,392,711TotalAmt
Program Services$4,160,672ProgramServicesAmt
Management And General$2,232,039ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$886,209TotalAmt
Program Services$578,543ProgramServicesAmt
Management And General$307,666ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$983,767TotalAmt
Program Services$644,588ProgramServicesAmt
Management And General$339,179ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$555,697TotalAmt
Program Services$365,739ProgramServicesAmt
Management And General$189,958ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$330,826TotalAmt
Program Services$6,626ProgramServicesAmt
Management And General$324,200ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,137TotalAmt
Program Services$4,637ProgramServicesAmt
Management And General$25,500ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$137,500TotalAmt
Program Services$137,500ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,452TotalAmt
Management And General$11,452ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$972,538TotalAmt
Program Services$811,521ProgramServicesAmt
Management And General$161,017ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$257,508TotalAmt
Program Services$244,287ProgramServicesAmt
Management And General$13,221ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$886,790TotalAmt
Program Services$448,000ProgramServicesAmt
Management And General$438,790ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$488,317TotalAmt
Program Services$365,000ProgramServicesAmt
Management And General$123,317ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$367,636TotalAmt
Program Services$7,171ProgramServicesAmt
Management And General$360,465ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$567,077TotalAmt
Program Services$369,053ProgramServicesAmt
Management And General$198,024ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,217,031TotalAmt
Program Services$976,828ProgramServicesAmt
Management And General$240,203ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$719,722TotalAmt
Management And General$719,722ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$186,372TotalAmt
Program Services$50,478ProgramServicesAmt
Management And General$135,894ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DUES AND SUBSCRIPTIONS$199,109$87,609$111,500
CSBA PAC EXPENSES$111,526$0$111,526
STAFF DEVELOPMENT$38,153$28,720$9,433
OVERHEAD APPLIED-$209,836$4,415,822-$4,625,658

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$113,582TotalAmt
Program Services$17,735ProgramServicesAmt
Management And General$95,847ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,201,773TotalAmt
Program Services$14,995,994ProgramServicesAmt
Management And General$2,205,779ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$725,561BOYAmt
EOY$1,004,044EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,854,397BOYAmt
EOY$11,117,382EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$512,998BOYAmt
EOY$191,893EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$100EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$36,764BOYAmt
EOY$50,821EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$647,038BOYAmt
EOY$736,045EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,050,151LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,709,681LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,890,502BOYAmt
EOY$5,340,470EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,211,033BOYAmt
EOY$1,232,122EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,878,293BOYAmt
EOY$19,672,877EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$355,355BOYAmt
EOY$364,191EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,865,587BOYAmt
EOY$1,812,909EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,136,577BOYAmt
EOY$2,500,609EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,357,519BOYAmt
EOY$4,677,709EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,520,774BOYAmt
EOY$14,995,168EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,520,774BOYAmt
EOY$14,995,168EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,878,293BOYAmt
EOY$19,672,877EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$469,446ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,948NetUnrlzdGainsLossesInvstAmt
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$4,882,352OtherCostOrOtherBasisAmt
Depreciation$1,007,023DepreciationAmt
Book Value$3,875,329BookValueAmt

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$1,091,061OtherCostOrOtherBasisAmt
Depreciation$697,312DepreciationAmt
Book Value$393,749BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,358,429OtherCostOrOtherBasisAmt
Depreciation$999,373DepreciationAmt
Book Value$359,056BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,340,470TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
COMPENSATED ABSENCES$626,390
INTERCOMPANY PAYABLES$1,874,219
FieldValueIRS element (for citing)
Total Liability$2,500,609TotalLiabilityAmt
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 FINANCIAL STATEMENTS. WITH SOME EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2016.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 (12 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$287,664$0$14,286$0$0$0$25,770$0$33,077$0$360,797$0$0$0
STEPHEN POGEMILLER
CHIEF FINANCIAL OFFICER$170,574$0$0$0$0$0$8,944$0$36,483$0$216,001$0$0$0
KATHRYN MEOLA
GENERAL COUNSEL TO 6/5/20$243,871$0$0$0$0$0$21,830$0$30,688$0$296,389$0$0$0
ELAINE YAMA-GARCIA
DEPUTY GENERAL COUNSEL/DIRECTOR, HR$160,993$0$0$0$0$0$14,369$0$15,038$0$190,400$0$0$0
NAOMI EASON
ASSISTANT EXECUTIVE DIRECTOR, MEMBER$187,032$0$0$0$0$0$8,960$0$17,785$0$213,777$0$0$0
DENNIS MEYERS
ASSISTANT EXECUTIVE DIRECTOR, GOVERN$171,216$0$0$0$0$0$15,235$0$17,022$0$203,473$0$0$0
SCOTT HAMILTON
CHIEF TECHNOLOGY OFFICER$170,907$0$0$0$0$0$8,945$0$32,884$0$212,736$0$0$0
BOB TUERCK
ASSISTANT EXECUTIVE DIRECTOR, POLICY$150,480$0$0$0$0$0$8,928$0$20,174$0$179,582$0$0$0
TROY FLINT
PIO/SENIOR DIRECTOR, COMMUNICATIONS$141,342$0$0$0$0$0$12,678$0$23,570$0$177,590$0$0$0
ANDREW EXNER
SENIOR DIRECTOR, BUSINESS DEVELOPMEN$149,705$0$0$0$0$0$9,370$0$24,000$0$183,075$0$0$0
BRYAN DEBLONK
EXTERNAL AFFAIRS DIRECTOR TO 10/2/20$137,190$0$0$0$0$0$8,558$0$15,885$0$161,633$0$0$0
ERIKA HOFFMAN
LEGISLATIVE ADVOCATE$132,175$0$0$0$0$0$11,769$0$15,576$0$159,520$0$0$0

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonTONY UBALDEPersonNm
Relationship With OrgDIRECTORRelationshipWithOrgTxt
Loan PurposeRECEIVABLE RELATED TO PURCHASE OF OUTDATED COMPUTER AT FAIR MARKET VALUELoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$100OriginalPrincipalAmt
Balance Due$100BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written Agreement0WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$100TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ACCORDING 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 27 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 BOARD MEMBERS TO SERVE AS DELEGATES TO CSBA'S DELEGATE ASSEMBLY. THE DELEGATES THEN ELECT THE MEMBERS OF THE BOARD OF DIRECTORS AS WELL AS 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 MAKES APPOINTMENTS TO COMMITTEES AND TASK FORCES; THESE APPOINTMENTS ARE BROUGHT TO THE EXECUTIVE COMMITTEE FOR APPROVAL AND THEN TO THE BOARD OF DIRECTORS FOR RATIFICATION. 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 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 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 OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CALIFORNIA SCHOOL BOARDS FOUNDATION
N$56,004ACTUAL COST
CALIFORNIA SCHOOL BOARDS ASSOCIATION DISTRICT SERVICES CORP
N$93,147ACTUAL COST
CALIFORNIA SCHOOL BOARDS ASSOCIATION FINANCE CORPORATION
N$60,685ACTUAL COST
FULL AND FAIR FUNDING
R$100,000ACTUAL COST

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