2020-05-11T15:21:11-05:00 2019-06-30 680000424 BFBA LLP 83 SCRIPPS DRIVE STE 210 SACRAMENTO CA 95825 990 2018-07-01 680132885 CALIFORNIA COUNTY SUPERINTENDENTS EDUCATIONAL SERVICES ASSOCIATION CALI 9164463095 1121 L STREET NO 510 SACRAMENTO CA 95814 PETER BIRDSALL EXECUTIVE DIRECTOR 9164463095 2020-05-08 1 PATRICIA A FAITH P00294123 9169240800 66.60.157.182 2020-05-08 06:54:30 PD P C4C8D20FC0344718CDFE3C2F5855305AB21E6281 66F3FFF1C3E69B475E26E0456AE599599491A750 2018 2020-09-23 17:36:50Z PETER BIRDSALL 1121 L STREET NO 510 SACRAMENTO CA 95814 7467394 0 X WWW.CCSESA.ORG X 1987 CA SEE SCHEDULE O 17 17 18 0 0 0 4006402 4496132 2211575 2092673 929760 163238 357064 537618 7504801 7289661 210667 1316000 0 0 1471107 1642748 0 0 0 4413559 5912183 6095333 8870931 1409468 -1581270 10298085 9473356 8296378 8569270 2001707 904086 X CCSESA'S MISSION IS TO STRENGTHEN THE SERVICE AND LEADERSHIP CAPABILITIES OF CALIFORNIA'S 58 COUNTY SUPERINTENDENTS IN SUPPORT OF STUDENTS, SCHOOLS, DISTRICTS AND COMMUNITIES. 0 0 4085872 1316000 SEE SCHEDULE O 1806772 2092673 MEMBER SERVICES:CCSESA PROVIDES THE ORGANIZATIONAL MECHANISM FOR THE 58 COUNTY SUPERINTENDENTS OF SCHOOLS TO DESIGN AND IMPLEMENT STATEWIDE PROGRAMS TO IDENTIFY AND PROMOTE QUALITY COST-EFFECTIVE EDUCATIONAL PRACTICES AND SERVICES, AND PROVIDE SUPPORT TO SCHOOL DISTRICTS IN THE AREAS OF STUDENT SERVICES, CURRICULUM AND INSTRUCTIONAL SERVICES, FISCAL ACCOUNTABILITY AND BUSINESS SERVICES, AND TECHNOLOGY AND TELECOMMUNICATIONS. 1304491 POLICY DEVELOPMENT AND ADVOCACY:CCSESA ADVOCATES ON BEHALF OF K-12 AND EARLY CHILDHOOD EDUCATION AT STATE AND FEDERAL LEVELS, AND IN PARTNERSHIP WITH STATE AGENCIES, DEVELOPS AND COORDINATES STATEWIDE POLICY AND TRAINING TO IMPLEMENT NEW RESPONSIBILITIES OF COUNTY SUPERINTENDENTS TO ENSURE CONSISTENT STATEWIDE APPLICATION AND STANDARDS. 7197135 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 144 0 18 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 CA X SANDRA MORALES 9164463095 1121 L STREET SUITE 510 SACRAMENTO CA 95814 STEVE HERRINGTON TREASURER 2018, REGION 1 2019 3.00 X X 0 0 0 RICHARD DUVARNEY REGION 2 CHAIR 1.00 X 0 0 0 MICHAEL WEST REGION 3 CHAIR 1.00 X 0 0 0 KAREN MONROE REGION 4 CHAIR 1.00 X 0 0 0 KRYSTAL LOMANTO REGION 5 2019 1.00 X 0 0 0 CATHY PARKER REGION 6 2019 1.00 X 0 0 0 JIM YOVINO REGION 7 CHAIR 1.00 X 0 0 0 STAN MANTOOTH REGION 8 2019 1.00 X 0 0 0 AL MIJARES REGION 9 2019 1.00 X 0 0 0 DEBRA DUARDO LEGIS COMM 2018, REGION 11 CHAIR 1.00 X 0 0 0 STACEY ADLER PRESIDENT 2018, REGION 10 2019 3.00 X X 0 0 0 ED MANANSALA PRESIDENT 2019 3.00 X X 0 0 0 TED ALEJANDRE PRESIDENT-ELECT 2019, REGION 10 2018 3.00 X X 0 0 0 MARY BARLOW TREASURER 2019, REGION 8 2018 3.00 X X 0 0 0 JAMES MOUSALIMAS LEGIS COMM 2019 1.00 X 0 0 0 DAVE GORDON BUS PRTNSHPS 3.00 X 0 0 0 BROCK FALKENBERG REGION 1 2018 1.00 X 0 0 0 NANCY KOTOWSKI REGION 5 2018 1.00 X 0 0 0 MARGIE BULKIN REGION 6 2018 1.00 X 0 0 0 TODD FINNELL REGION 9 2018 1.00 X 0 0 0 TOM CHANGNON PAST PRESIDENT 3.00 X X 0 0 0 PETER BIRDSALL EXEC DIR 40.00 X 270000 0 47092 SANDRA MORALES ASST EXEC DIR 40.00 X 149867 0 15323 SARAH ANDERBERG ASST DIR 40.00 X 128323 0 20217 STEVE HENDERSON ASST DIR 40.00 X 138800 0 8295 686990 0 90927 4 0 1 0 0 1461753 3034379 4496132 CONFERENCE/MEETINGS 561000 2092673 2092673 2092673 160937 160937 529098 529098 180034 177733 2301 2301 2301 PERS EQUIV BENEFIT TRU 900099 8520 8520 8520 7289661 2092673 0 700856 X 1316000 1316000 840951 613600 227351 596850 435492 161358 29605 21601 8004 77671 56673 20998 97671 68369 29302 31142 21799 9343 37596 30505 7091 6300 6300 1982488 1608585 373903 247785 201052 46733 140558 101289 39269 393466 350430 43036 2628385 2340899 287486 26243 18370 7873 PERS EQUIV BENEFITS PAY 409771 409771 AWARDS/RECOGNITION 7238 5324 1914 LOSS ON DISPOSAL OF ASS 1211 847 364 8870931 7197135 1673796 0 3587234 2731089 67668 145087 75327 62865 221957 161557 83597 60400 6484259 6473915 10298085 9473356 420288 802471 42795 202750 7833295 7564049 8296378 8569270 X 1169462 682261 832245 221825 2001707 904086 10298085 9473356 -1581270 483649 0 X X 0 1 X 1 0 X 1820906 1935406 3321888 4006402 4496132 15580734 1960337 1659557 1544746 2211575 2092673 9468888 3781243 3594963 4866634 6217977 6588805 25049622 458000 762668 1666666 2466666 2784379 8138379 0 458000 762668 1666666 2466666 2784379 8138379 16911243 762819 354745 495083 486052 690035 2788734 762819 354745 495083 486052 690035 2788734 1850 293 2143 4544062 3949708 5363567 6704322 7278840 27840499 0.60740 0.74190 0.10020 0.07920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 135000 135000 8735931 8870931 593547 148387 0 0 327162 399122 454767 593547 1774598 2661897 51138 53088 90000 135000 329226 81791 99781 113692 148387 443651 665477 25737 25737 0 61728 35456 26272 134492 100364 34128 60400 DEFERRED COMPENSATION TRUST ASSETS 6473915 6473915 DEFERRED RENT LIABILITY 25258 DEFERRED COMPENSATION BENEFITS LIABILITY 7538791 7564049 7126879 0 7126879 162782 162782 7289661 8224500 0 8224500 646431 646431 8870931 PART XI, LINE 4B - OTHER ADJUSTMENTS: PERS EQUIVALENT INVESTMENT INCOME 160,481. REALIZED GAIN/LOSS 2,301. PART XII, LINE 4B - OTHER ADJUSTMENTS: PERS EQUIVALENT INVESTMENT INCOME 160,481. REALIZED GAIN/LOSS 2,301. UNREALIZED GAIN/LOSS 483,649. 1 ALAMEDA COUNTY OFFICE OF EDUCATION 313 WEST WINTON AVENUE HAYWARD CA 94544 946002421 501(C)(3) 40000 HEWLETT ARTS INITIATIVE, STUART ARTS INITIATIVE, BECHTEL MATH & SCIENCE INITIATIVE BUTTE COUNTY OFFICE OF EDUCATION 1859 BIRD STREET OROVILLE CA 95965 946002433 501(C)(3) 17000 HEWLETT ARTS INITIATIVE, STUART ARTS INITIATIVE CONTRA COSTA COUNTY OFFICE OF EDUCATION 77 SANTA BARBARA RD PLEASANT HILL CA 94523 501(C)(3) 42500 BECHTEL MATH & SCIENCE INITIATIVE HUMBOLDT COUNTY OFFICE OF EDUCATION 901 MYRTLE AVENUE EUREKA CA 95501 946002186 501(C)(3) 28000 HEWLETT ARTS INITIATIVE, STUART ARTS INITIATIVE KERN COUNTY SUPT SCHOOLS 1300 17TH ST BAKERSFIELD CA 93301 501(C)(3) 12000 BECHTEL MATH & SCIENCE INITIATIVE LOS ANGELES COUNTY OFFICE OF EDUCATION 9300 IMPERIAL HIGHWAY DOWNEY CA 90242 954592684 501(C)(3) 105000 HEWLETT ARTS INITIATIVE, STUART ARTS INITIATIVE, BECHTEL MATH & SCIENCE INITIATIVE MARIN COUNTY OFFICE OF EDUCATION 1111 LAS GALLINAS AVENUE SAN RAFAEL CA 94903 946022431 501(C)(3) 20000 BECHTEL MATH & SCIENCE INITIATIVE MONTEREY COUNTY OFFICE OF EDUCATION 901 BLANCO CIRCLE BOX 80851 SALINAS CA 93901 946002544 501(C)(3) 24000 HEWLETT ARTS INITIATIVE, STUART ARTS INITIATIVE, BECHTEL MATH & SCIENCE INITIATIVE ORANGE COUNTY DEPT OF EDUCATION 200 KALMUS DRIVE COSTA MESA CA 92626 956000943 501(C)(3) 10000 HEWLETT ARTS INITIATIVE RIVERSIDE COUNTY OFFICE OF EDUCATION 3939 THIRTEENTH STREET RIVERSIDE CA 92501 501(C)(3) 85000 BECHTEL MATH & SCIENCE INITIATIVE SACRAMENTO OFFICE OF EDUCCATION 10474 MATHER BLVD PO BOX 269003 SACRAMENTO CA 95826 946002536 501(C)(3) 105000 HEWLETT ARTS INITIATIVE, STUART ARTS INITIATIVE, BECHTEL MATH & SCIENCE INITIATIVE SAN BERNARDINO CSS 601 NORTH E STREET SAN BERNARDINO CA 92415 956000931 501(C)(3) 20000 HEWLETT ARTS INITIATIVE, STUART ARTS INITIATIVE SAN DIEGO COUNTY SUPT OF SCHOOLS 6401 LINDA VISTA ROAD SAN DIEGO CA 92111 956000935 501(C)(3) 117000 HEWLETT ARTS INITIATIVE, STUART ARTS INITIATIVE, BECHTEL MATH & SCIENCE INITIATIVE SAN MATEO COUNTY OFFICE OF EDUCATION 101 TWIN DOLPHIN DRIVE REDWOOD CITY CA 94065 501(C)(3) 42500 BECHTEL MATH & SCIENCE INITIATIVE SANTA BARBARA COUNTY OFFICE OF EDUCATION 4400 CATHEDRAL OAKS RD SANTA BARBARA CA 93110 956002833 501(C)(3) 42500 BECHTEL MATH & SCIENCE INITIATIVE SANTA CLARA COUNTY OFFICE OF EDUCATION 1290 RIDDER PARK DR SAN JOSE CA 95131 770272168 501(C)(3) 93000 HEWLETT ARTS INITIATIVE, STUART ARTS INITIATIVE, BECHTEL MATH & SCIENCE INITIATIVE SHASTA COUNTY OFFICE OF EDUCATION 1644 MAGNOLIA AVE REDDING CA 96001 943002463 501(C)(3) 85000 BECHTEL MATH & SCIENCE INITIATIVE SOLANO COUNTY OFFICE OF EDUCATION 5100 BUSINESS CENTER DR FAIRFIELD CA 94534 501(C)(3) 20000 BECHTEL MATH & SCIENCE INITIATIVE SONOMA COUNTY OFFICE OF EDUCATION 5340 SKYLANE BLVD SANTA ROSA CA 95403 946002635 501(C)(3) 85000 BECHTEL MATH & SCIENCE INITIATIVE STANISLAUS COUNTY OFFICE OF EDUCATION 1100 H STREET MODESTO CA 95354 946002388 501(C)(3) 30000 HEWLETT ARTS INITIATIVE, STUART ARTS INITIATIVE TULARE COUNTY OFFICE OF EDUCATION PO BOX 5091 VISALIA CA 93278 942191905 501(C)(3) 113000 HEWLETT ARTS INITIATIVE, STUART ARTS INITIATIVE, BECHTEL MATH & SCIENCE INITIATIVE TUOLUMNE COUNTY SOS 175 FAIRVIEW LN SONORA CA 95370 501(C)(3) 85000 BECHTEL MATH & SCIENCE INITIATIVE VENTURA COUNTY OFFICE OF EDUCATION 5189 VERDUGO WAY CAMARILLO CA 93012 956000945 501(C)(3) 94500 HEWLETT ARTS INITIATIVE, STUART ARTS INITIATIVE, BECHTEL MATH & SCIENCE INITIATIVE PART I, LINE 2: CCSESA MAINTAINS RECORD OF THE HEWLETT ARTS INITIATIVE AND CALIFORNIA ARTS COUNCIL SUBGRANTS PROVIDED TO COUNTY OFFICES OF EDUCATION (LOCAL GOVERNMENT ENTITIES). CCSESA CONTRACTS WITH ONE COUNTY SUPERINTENDENT OF SCHOOLS IN EACH OF THE ELEVEN CCSESA SERVICE REGIONS TO LEAD THE WORK OF THE MENTAL HEALTH INITIATIVE WITHIN HIS/HER REGION. CONTRACT OBLIGATIONS, UNDER THE DIRECTION OF CCSESA EXECUTIVE DIRECTOR, INCLUDE FULFILLING THE SCOPE OF WORK/DELIVERABLES AS DETAILED IN THE CONTRACT IN ACCORDANCE WITH STATEWIDE GOALS, SUBMISSION OF INVOICES AND COST REPORTS TO CCSESA FOR REIMBURSEMENT OF COSTS ASSOCIATED WITH THE AGREEMENT AND COMMUNICATION AND COMPLIANCE WITH THE REQUESTS OF CCSESA'S EXECUTIVE DIRECTOR AND APPOINTED STATEWIDE ACTIVIES DIRECTOR. X X 0 0 0 0 0 0 0 0 0 PETER BIRDSALL EXEC DIR 270000 0 0 0 0 0 16200 0 30892 0 317092 0 0 0 SANDRA MORALES ASST EXEC DIR 149867 0 0 0 0 0 8992 0 6331 0 165190 0 0 0 MISSION STATEMENT CCSESA'S MISSION IS TO STRENGTHEN THE SERVICE AND LEADERSHIP CAPABILITIES OF CALIFORNIA'S 58 COUNTY SUPERINTENDENTS IN SUPPORT OF STUDENTS, SCHOOLS, DISTRICTS AND COMMUNITIES. FORM 990, PART III, LINE 4A LEADERSHIP DEVELOPMENT: PACKARD PRESCHOOL - MOVING PRE-KINDERGARTEN FORWARD IN CALIFORNIA - COORDINATED WITH STATEWIDE PRE-KINDERGARTEN PARTNERS TO EXTEND COLLABORATIVE EFFORTS ON POLICY, ADMINISTRATIVE EFFECTIVENESS, AND FUNDING THAT IMPROVE ACCESS TO HIGH QUALITY PRE-KINDERGARTEN PROGRAMS. STRENGTHENED THE PRE-KINDERGARTEN ORGANIZATIONAL AND ADVOCACY CAPACITY OF COUNTY SUPERINTENDENTS THROUGH FOCUSED WORK IN TARGET COMMUNITIES. EXPLORED LINKAGES BETWEEN PREK-GRADE 3 TECHNICAL ASSISTANCE AND SYSTEMS-DEVELOPMENT RESOURCES BUILDING ON THE ACADEMIC SUPPORT AND ASSISTANCE EFFORTS OF CCSESA AND CDE. HEWLETT CAPACITY BUILDING FOR STUDENT SUCCESS - BUILT CAPACITY AT THE STATE LEVEL AND ASSISTED THE STATE BOARD OF EDUCATION IN STRATEGIC PLANNING AND IMPLEMENTATION TO IMPROVE STUDENT ACADEMIC ACHIEVEMENT. DEVELOPED CAPACITY AT THE COUNTY AND DISTRICT LEVEL TO PROVIDE LEADERSHIP IN RESOURCE ALLOCATION IN A NEW ENVIRONMENT OF REDUCED STATE RESOURCES, INCREASED STATE CATEGORICAL FLEXIBILITY, AND NEW ONE-TIME FEDERAL RESOURCES. PROVIDED FISCAL PLANNING ADVICE AND GUIDANCE, TECHNOLOGY-BASED TOOLS AND RESOURCES, AND CONDUCTED WEBCASTS AND WORKSHOPS ON MAXIMIZING LOCAL FUNDING AND FLEXIBILITY WHILE FOCUSING ON STUDENT SUCCESS. HEWLETT ARTS INITIATIVE - PROVIDES REGIONAL GRANTS TO COUNTY OFFICES OF EDUCATION TO PROMOTE ARTS AS PART OF THE CORE CURRICULUM AND ARTS ASSESSMENT. DEVELOPED TOOLS AND RESOURCES FOR EDUCATORS. STUDENT MENTAL HEALTH - BUILDS CAPACITY FOR PREVENTION AND EARLY INTERVENTION OF STUDENT MENTAL HEALTH ISSUES OF ELEMENTARY (K-8) STUDENTS, BUILD RELATIONSHIPS AMONG LOCAL AGENCIES TO DEVELOP EFFECTIVE USE OF RESOURCES AND IMPROVE COMMUNICATIONS AND INFORMATION SHARING, AND BUILD CAPACITY IN THE COUNTY OFFICES OF EDUCATION AND SCHOOL DISTRICTS FOR EDUCATION AND TRAINING OF SCHOOL STAFF AND FOR TECHNICAL ASSISTANCE TO SCHOOLS FOR PROGRAM DEVELOPMENT AND IMPLEMENTATION FOCUSED ON PREVENTION OF STUDENT MENTAL HEALTH ISSUES. COMMITTEES - CCSESA'S STEERING COMMITTEES FOCUS ON PROVIDING LEADERSHIP, PROFESSIONAL DEVELOPMENT, RESEARCH AND FEEDBACK, COMMUNICATION, AND PROGRAM AND POLICY DEVELOPMENT STATEWIDE IN THE AREAS OF BUSINESS, CURRICULUM AND INSTRUCTION, PERSONNEL AND ADMINISTRATION, STUDENT PROGRAMS, AND TECHNOLOGY AND TELECOMMUNICATIONS. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE COUNTY SUPERINTENDENT MEMBERS ELECT THE PRESIDENT AND TREASURER. REGIONAL SERVICE REGION CHAIRS ARE APPOINTED BY THEIR COLLEAGUES WITHIN THE REGION TO SERVE ON THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - BYLAW AMENDMENTS MUST BE APPROVED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S TREASURER REVIEWS THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD PERFORMS AN ANNUAL REVIEW FOR ITS EXECUTIVE DIRECTOR. COMPENSATION IS DETERMINED AS A RESULT OF THIS REVIEW. AN INDEPENDENT ENTITY DID NOT CONDUCT THE RESEARCH. EXECUTIVE DIRECTOR'S SALARY BASED ON THE RANGE OF TOTAL COMPENSATION EARNED BY COUNTY SUPERINTENDENTS IN CLASSES 1 AND 2 (2006-07 = $175,000 - $280,000) WITH CONSIDERATION OF COMPENSATION PACKAGES FOR EXECUTIVE DIRECTORS OF OTHER STATEWIDE ASSOCIATIONS (PER THE ACTION TAKEN BY THE BOARD OF DIRECTORS OCTOBER 14, 2007). OFFICERS DO NOT RECEIVE COMPENSATION. INDEPENDENT RESEARCH WAS NOT CONDUCTED FOR KEY STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 1,592,357. MANAGEMENT AND GENERAL EXPENSES 370,131. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,962,488. CONSULTING: PROGRAM SERVICE EXPENSES 16,228. MANAGEMENT AND GENERAL EXPENSES 3,772. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,000. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OVERSEAS THE BUDGET AND SELECTION OF THE INDEPENDENT ACCOUNTANT. FORM 990, PART 1, LN 4 & PART VII - INDEPENDENT OFFICERS AND DIRECTORS ALL OF THE MEMBERS OF THE GOVERNING BODY ARE INDEPENDENT. THERE ARE 17 VOTING MEMBERS AT ONE TIME DUE TO BOARD ROTATION. THERE ARE MORE BOARD MEMBERS LISTED IN THE FORM 990, SCHEDULE J DUE TO THE FACT THAT BOARD MEMBERSHIP FLUCTUATES ON A CALENDAR YEAR, NOT IN A FISCAL YEAR BASIS. DEFERRED COMPENSATION PLAN CCSESA ESTABLISHED A DEFERRED COMPENSATION PLAN IN THE FORM OF A TRUST FUND TO PROVIDE "PERS-EQUIVALENT" BENEFITS FOR FORMER AND EXISTING EMPLOYEES HIRED PRIOR TO JUNE 30, 2012. THE FOLLOWING TRANSACTIONS AND INFORMATION OCCURED DURING THE YEAR: DEFERRED COMPENSATION TRUST ASSETS BEGINNING OF YEAR $6,230,737 CONTRIBUTIONS/ASSESSMENTS 8,520 EARNINGS 160,481 REALIZED GAIN 2,301 UNREALIZED NET GAIN 232,605 BENEFIT PAYMENTS (355,534) MANAGEMENT FEES (54,237) DEFERRED COMPENSATION TRUST ASSETS END OF YEAR $6,224,873 DETAILS: ASSETS: BROKERAGE ACCOUNT 6,473,915 CHECKING ACCOUNT 46,231 TOTAL ASSETS $6,520,146 LIABILITIES: RETIREMENT PAYABLE (FTB) 14,301 DUE TO CCSESA - GENERAL 280,972 TOTAL LIABILITIES $295,273 DEFERRED COMPENSATION TRUST ASSETS END OF YEAR $6,224,873