CALIFORNIA SCHOOL BOARDS ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA SCHOOL BOARDS ASSOCIATION (EIN 94-1510492)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-01-08
- IRS object ID
- 201810089349300436
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-08T13:51:55-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680037990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBERT ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 GATEWAY OAKS DR STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941510492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA SCHOOL BOARDS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 9163714691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3251 BEACON BOULEVARD | AddressLine1Txt |
| City | WEST SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 956913531 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERNON BILLY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9163714691 | PhoneNum |
| Signature | 2017-11-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA D GEERY | PreparerPersonNm |
| PTIN | P00364484 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Preparation | 2017-11-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.250.160.149 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-29 | IPDt |
| IP Tm | 13:39:36 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7BE8692B06E013A8DC65FF4D2145DA949E92882D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 962B855E561A0AFB262DC5A8175032534862AC17 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VERNON BILLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3251 BEACON BOULEVARD | AddressLine1Txt |
| City | WEST SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 956913531 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,528,997 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CSBA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTING K-12 PUBLIC EDUCATION SUCCESS THROUGH AGGRESSIVE ADVOCACY AND EFFECTIVE SCHOOL BOARD GOVERNANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 126 | TotalEmployeeCnt |
| Total Volunteers | 38 | TotalVolunteersCnt |
| Total Gross UBI | $152,109 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $192,987 | PYContributionsGrantsAmt |
| CY Contributions Grants | $255,283 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,826,497 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,787,154 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,616 | PYInvestmentIncomeAmt |
| CY Investment Income | $74,420 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,207 | PYOtherRevenueAmt |
| CY Other Revenue | $49,476 | CYOtherRevenueAmt |
| PY Total Revenue | $15,083,307 | PYTotalRevenueAmt |
| CY Total Revenue | $16,166,333 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,785,261 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,265,972 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,798,521 | PYOtherExpensesAmt |
| CY Other Expenses | $5,935,313 | CYOtherExpensesAmt |
| PY Total Expenses | $14,583,782 | PYTotalExpensesAmt |
| CY Total Expenses | $15,201,285 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $499,525 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $965,048 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,300,587 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,588,302 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,246,180 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,574,743 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,054,407 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,013,559 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,819,394 | ExpenseAmt |
| Revenue | $4,430,363 | RevenueAmt |
| Desc | POLICY SERVICES PROVIDES SUPPORT TO SCHOOL BOARDS AND ADMINISTRATORS TO HELP THEM IN THE DEVELOPMENT AND MAINTENANCE OF LOCAL POLICIES.GAMUT ONLINE PROVIDES EASY ACCESS TO CSBA SAMPLE POLICIES, REGULATIONS AND BYLAWS, PERTINENT LAWS AND OTHER RESOURCES. GAMUT ONLINE IS UPDATED CONTINUOUSLY. AGENDA ONLINE 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 AS WELL AS COST SAVINGS.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. SCHOOL DISTRICTS AND COUNTY OFFICES OF EDUCATION ARE ELIGIBLE TO CONTRACT FOR POLICY MANUAL MAINTENANCE IF THEY'VE COMPLETED A CSBA INDIVIDUAL DISTRICT POLICY WORKSHOP OR MAINTAINED AN UP-TO-DATE MANUAL USING THE CSBA POLICY UPDATE SERVICE AND COPYRIGHTED NUMBERING SYSTEM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,504,825 | ExpenseAmt |
| Revenue | $3,205,582 | RevenueAmt |
| Desc | ASSOCIATION EDUCATION: CSBA PROVIDES TRAINING, SUPPORT, RESOURCES AND INSPIRATION TO GOVERNING BOARDS AND SUPERINTENDENTS TO MAXIMIZE THEIR EFFECTIVENESS IN CARRYING OUT THEIR CRITICAL LEADERSHIP FUNCTIONS. THE TRAINING OPPORTUNITIES PROVIDED BY THE LEADERSHIP DEVELOPMENT DEPARTMENT ARE ORGANIZED INTO FIVE MAJOR AREAS: SUPPORT FOR NEW BOARD MEMBERS; EFFECTIVE GOVERNANCE AND LEADERSHIP; BOARD ROLES AND RESPONSIBILITIES; STATE AND NATIONAL TRENDS IN PUBLIC EDUCATION; AND, EDUCATION RESEARCH REGARDING STUDENT LEARNING AND ACHIEVEMENT. LEADERSHIP DEVELOPMENT ALSO CONDUCTS AN ANNUAL CONFERENCE TO ADDRESS THE NEEDS AND CONCERNS OF SCHOOL BOARD MEMBERS, SUPERINTENDENTS, PRINCIPAL AND ADMINISTRATIVE STAFF. CSBA'S ANNUAL CONFERENCE DRAWS MORE THAN 3,000 EDUCATORS TO ACTIVELY PARTICIPATE IN CALIFORNIA'S MOST COMPREHENSIVE EDUCATION CONFERENCE. LEADERSHIP DEVELOPMENT ALSO PROVIDES DIRECT SUPPORT TO GOVERNING BOARDS THROUGH ITS GOVERNANCE CONSULTING SERVICES, INCLUDING FACILITATED WORKSHOPS TO ADDRESS THE UNIQUE ISSUES FACING AN INDIVIDUAL GOVERNANCE TEAM AS WELL AS SUPPORT IN THE EXECUTIVE SEARCH PROCESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,914,401 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GOVERNMENTAL RELATIONS: ADVOCATES ON BEHALF OF PUBLIC ELEMENTARY AND SECONDARY EDUCATION BEFORE THE CALIFORNIA STATE LEGISLATURE AND US 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,252,415 | ExpenseAmt |
| Revenue | $8,048,576 | RevenueAmt |
| Desc | 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 NUMEROUS AMICUS BRIEFS 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 RAISED BY ALLIANCE MEMBERS 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 EXPERTS, MAKES THE FINAL DECISION ABOUT FUNDING VARIOUS LEGAL PROJECTS AND CASES.THE COMMUNICATIONS DEPARTMENT HELPS CSBA MEMBERS, THE PUBLIC AND MEDIA UNDERSTAND THE ROLE OF SCHOOL BOARDS AND THE IMPORTANCE OF LOCAL SCHOOL GOVERNANCE THROUGH PUBLICATIONS, NEWS ADVISORIES AND RELEASES, COLLATERAL MATERIAL, THE CSBA WEB SITE, WEEKLY E-NEWS BLASTS, MONTHLY CALIFORNIA SCHOOL NEWS NEWSLETTER, QUARTERLY CALIFORNIA SCHOOLS MAGAZINE, AND THROUGH SOCIAL MEDIA OUTLETS SUCH AS FACEBOOK, TWITTER AND YOU TUBE. THE DEPARTMENT ALSO FIELDS MEDIA INQUIRIES AND OTHER PUBLIC QUESTIONS. WE REACH OUT TO MORE THAN 5,000 SCHOOL BOARD MEMBERS AND THEIR SUPERINTENDENTS IN OUR NEARLY 1,000 MEMBER SCHOOL DISTRICTS, COUNTY OFFICES OF EDUCATION AND REGIONAL OCCUPATIONAL CENTERS/PROGRAMS.POLICY ANALYSIS: 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 CALIFORNIA SCHOOLS 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. THE AFFILIATES PROGRAM OPERATES ON A FISCAL YEAR, JULY 1-JUNE 30.CCBE PROGRAMS: THE CALIFORNIA COUNTY BOARDS OF EDUCATION (CCBE) IS A SUBSET OF CSBA AND HAS HISTORICALLY REPRESENTED COUNTY MEMBERS' BOARDS. CCSA PROGRAMS: THE CALIFORNIA COUNCIL OF SCHOOL ATTORNEYS (CCSA) IS A SUBSET OF 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. CCSA ALSO PROVIDES TRAININGS AND WORKSHOPS FOR SCHOOL ATTORNEYS.TOTAL FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,252,415 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $8,048,576 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,491,035 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 126 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN W POGEMILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9166693310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3251 BEACON BLVD | AddressLine1Txt |
| City | WEST SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95691 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JESUS HOLGUIN | |||||||||
| IMMEDIATE PAST PRESIDENT TO 12/3/16 | 5.00 | 1.40 | Yes (X) | Yes (X) | $13,495 | $0 | $0 | ||
| SUSAN HENRY | |||||||||
| PRESIDENT ELECT TO 12/3/16 AND PRESIDENT AS OF 12/ | 5.00 | 1.40 | Yes (X) | Yes (X) | $22,989 | $0 | $0 | ||
| MIKE WALSH | |||||||||
| VICE PRESIDENT TO 12/3/16 AND PRESIDENT ELECT AS | 5.00 | 0.20 | Yes (X) | Yes (X) | $13,495 | $0 | $0 | ||
| CHRIS UNGAR | |||||||||
| PRESIDENT/IMMEDIATE PAST PRESIDENT AS OF 12/3/16 | 5.00 | 1.20 | Yes (X) | Yes (X) | $29,682 | $0 | $0 | ||
| BILL NEWBERRY | |||||||||
| VICE PRESIDENT AS OF 12/3/16 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER OWEN | |||||||||
| DIRECTOR REGION 1 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHERRY CRAWFORD | |||||||||
| DIRECTOR REGION 2 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ED GILARDI | |||||||||
| DIRECTOR REGION 3 TO 9/1/16 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TONY UBALDE | |||||||||
| DIRECTOR REGION 3 AS OF 9/17/16 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAIGE K STAUSS | |||||||||
| DIRECTOR REGION 4 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JILL WYNNS | |||||||||
| DIRECTOR REGION 5 TO 12/3/16 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALISA MACAVOY | |||||||||
| DIRECTOR REGION 5 AS OF 2/1/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARREL WOO | |||||||||
| DIRECTOR REGION 6 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE WHITE | |||||||||
| DIRECTOR REGION 7 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATT BALZARINI | |||||||||
| DIRECTOR REGION 8 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TAMI GUNTHER | |||||||||
| DIRECTOR REGION 9 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN MARKARIAN | |||||||||
| DIRECTOR REGION 10 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUZANNE KITCHENS | |||||||||
| DIRECTOR REGION 11 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM FARRIS | |||||||||
| DIRECTOR REGION 12 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MEG CUTULI | |||||||||
| DIRECTOR REGION 15 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN GRAY | |||||||||
| DIRECTOR REGION 16 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL SKILJAN | |||||||||
| DIRECTOR REGION 17 TO 12/3/16 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATIE DEXTER | |||||||||
| DIRECTOR REGION 17 AS OF 2/1/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JERRY BOWMAN | |||||||||
| DIRECTOR REGION 18 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALBERT GONZALEZ | |||||||||
| DIRECTOR REGION 20 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE MCKENNA III | |||||||||
| DIRECTOR REGION 21 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| VICTOR TORRES | |||||||||
| DIRECTOR REGION 22 TO 12/3/16 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEITH GILES | |||||||||
| DIRECTOR REGION 22 AS OF 12/3/16 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| XILONIN CRUZ-GONZALEZ | |||||||||
| DIRECTOR REGION 23 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD LAPLANTE | |||||||||
| DIRECTOR REGION 24 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOAQUIN RIVERA | |||||||||
| CA CO BOARDS OF ED PRES. TO 12/3/16 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMY CHRISTIANSON | |||||||||
| CA CO BOARDS OF ED PRES. AS OF 12/3/16 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHELLY YARBROUGH | |||||||||
| DIRECTOR-AT-LARGE, AMERICAN INDIAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT GIN | |||||||||
| DIRECTOR-AT-LARGE, ASIAN PACIFIC ISLANDER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BETTYE LUSK | |||||||||
| DIRECTOR-AT-LARGE, AFRICAN AMERICAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHRYN RAMIREZ | |||||||||
| DIRECTOR-AT-LARGE, HISPANIC | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HEIDI WEILAND | |||||||||
| DIRECTOR-AT-LARGE, COUNTY | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK PUGH | |||||||||
| NSBA BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LILLIAN TAFOYA | |||||||||
| NSBA BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EMMA TURNER | |||||||||
| NSBA BOARD OF DIRECTORS AS OF 4/11/16 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| VERNON BILLY | |||||||||
| EXECUTIVE DIRECTOR/CEO | 39.40 | 0.60 | Yes (X) | $269,024 | $0 | $50,903 | |||
| STEPHEN POGEMILLER | |||||||||
| CFO | 37.00 | 3.00 | Yes (X) | $156,242 | $0 | $28,698 | |||
| NAOMI EASON | |||||||||
| ASSISTANT EXECUTIVE DIRECTOR, MEMBER SERVICES | 40.00 | $168,198 | $0 | $21,172 | Yes (X) | ||||
| KEITH BRAY | |||||||||
| GENERAL COUNSEL/DIRECTOR OF ELA | 40.00 | $198,025 | $0 | $17,252 | Yes (X) | ||||
| DENNIS MEYERS | |||||||||
| ASSISTANT EXECUTIVE DIRECTOR, GOVERNMENTAL RELATIO | 40.00 | $165,079 | $0 | $25,956 | Yes (X) | ||||
| ELAINE YAMA-GARCIA | |||||||||
| ASSCOCIATE GENERAL COUNSEL/DIRECTOR OF HUMAN RESOU | 40.00 | $135,216 | $0 | $23,820 | Yes (X) | ||||
| TROY FLINT | |||||||||
| PIO/SENIOR DIRECTOR OF COMMUNICATIONS | 40.00 | $135,632 | $0 | $22,382 | Yes (X) | ||||
| BRYAN DEBLONK | |||||||||
| POLITICAL STAFF DIRECTOR | 40.00 | $133,071 | $0 | $21,643 | Yes (X) | ||||
| PAUL RICHMAN | |||||||||
| CHIEF OF STAFF | 40.00 | $129,729 | $0 | $20,254 | Yes (X) | ||||
| CARLOS MACHADO | |||||||||
| LEGISLATIVE ADVOCATE | 40.00 | $126,148 | $0 | $10,992 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,696,025 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $243,072 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEETING SERVICES INC | |||||
| 10895 THORNMINT RD SUITE A | SAN DIEGO | CA | 92127 | AEC PROVIDER | $326,386 |
| MERCURY PUBLIC AFFAIRS LLC | |||||
| 250 GREENWICH ST 36TH FL | NEW YORK | NY | 10007 | GR CONSULTANT | $210,000 |
| OLSON HAGEL & FISHBURN LLP | |||||
| 555 CAPITOL MALL SUITE 1425 | SACRAMENTO | CA | 95814 | LAWYER | $204,982 |
| SMG FOOD & BEVERAGE LLC | |||||
| 747 HOWARD ST 5TH FL | SAN FRANCISCO | CA | 94103 | AEC '16 VENUE | $172,851 |
| BICKER CASTILLO & FAIRBANKS | |||||
| 1121 L ST SUITE 910 | SACRAMENTO | CA | 95814 | GR CONSULTANT | $170,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $255,283 | AllOtherContributionsAmt |
| Total Contributions | $255,283 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $6,629,551 | $6,629,551 | |
| POLICY SERVICES | 900099 | $4,430,363 | $4,430,363 | |
| CONTINUING EDUCATION | 900099 | $2,995,299 | $2,965,179 | $30,120 |
| EDUC LEGAL ALLIANCE | 900099 | $1,275,614 | $1,275,614 | |
| OTHER PROGRAM SERVICES | 900099 | $276,775 | $154,786 | $121,989 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,552 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $179,552 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,787,154 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,594 | TotalRevenueColumnAmt |
| Exclusion | $74,594 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,362,490 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,362,664 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$174 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$174 | TotalRevenueColumnAmt |
| Exclusion | -$174 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $49,476 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,476 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $49,476 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,166,333 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,684,521 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $152,109 | UnrelatedBusinessRevenueAmt |
| Exclusion | $74,420 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,208,367 | TotalAmt |
| Program Services | $661,510 | ProgramServicesAmt |
| Management And General | $546,857 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,721,236 | TotalAmt |
| Program Services | $3,122,923 | ProgramServicesAmt |
| Management And General | $2,598,313 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,069 | TotalAmt |
| Program Services | $580,198 | ProgramServicesAmt |
| Management And General | $457,871 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,541 | TotalAmt |
| Program Services | $448,108 | ProgramServicesAmt |
| Management And General | $355,433 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,759 | TotalAmt |
| Program Services | $272,643 | ProgramServicesAmt |
| Management And General | $222,116 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,598 | TotalAmt |
| Program Services | $233,625 | ProgramServicesAmt |
| Management And General | $76,973 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,600 | TotalAmt |
| Management And General | $22,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,897 | TotalAmt |
| Management And General | $7,897 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,327,827 | TotalAmt |
| Program Services | $1,035,827 | ProgramServicesAmt |
| Management And General | $292,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,306 | TotalAmt |
| Program Services | $422,401 | ProgramServicesAmt |
| Management And General | $30,905 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,616 | TotalAmt |
| Program Services | $174,873 | ProgramServicesAmt |
| Management And General | $389,743 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,889 | TotalAmt |
| Management And General | $104,889 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,632 | TotalAmt |
| Program Services | $5,871 | ProgramServicesAmt |
| Management And General | $303,761 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636,542 | TotalAmt |
| Program Services | $393,391 | ProgramServicesAmt |
| Management And General | $243,151 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,398,901 | TotalAmt |
| Program Services | $1,127,438 | ProgramServicesAmt |
| Management And General | $271,463 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,527 | TotalAmt |
| Management And General | $429,527 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,916 | TotalAmt |
| Program Services | $43,082 | ProgramServicesAmt |
| Management And General | $149,834 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $201,247 | $71,318 | $129,929 |
| STAFF DEVELOPMENT | $78,249 | $54,510 | $23,739 |
| LOSS ON DISPOSAL | $2,181 | $473 | $1,708 |
| OVERHEAD APPLIED | -$241,895 | $3,822,901 | -$4,064,796 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,280 | TotalAmt |
| Program Services | $19,943 | ProgramServicesAmt |
| Management And General | $116,337 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,201,285 | TotalAmt |
| Program Services | $12,491,035 | ProgramServicesAmt |
| Management And General | $2,710,250 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,925 | BOYAmt |
| EOY | $622,159 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,237,930 | BOYAmt |
| EOY | $9,122,961 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $701,846 | BOYAmt |
| EOY | $244,689 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,014 | BOYAmt |
| EOY | $26,783 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,530 | BOYAmt |
| EOY | $359,943 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,756,172 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,723,470 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,054,342 | BOYAmt |
| EOY | $6,032,702 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,179,065 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,300,587 | BOYAmt |
| EOY | $17,588,302 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,038 | BOYAmt |
| EOY | $455,840 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,876,895 | BOYAmt |
| EOY | $2,572,010 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,056,247 | BOYAmt |
| EOY | $2,546,893 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,246,180 | BOYAmt |
| EOY | $5,574,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,054,407 | BOYAmt |
| EOY | $12,013,559 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,054,407 | BOYAmt |
| EOY | $12,013,559 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,300,587 | BOYAmt |
| EOY | $17,588,302 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $965,048 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,896 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $712,336 | OtherCostOrOtherBasisAmt |
| Book Value | $712,336 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,580,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $562,777 | DepreciationAmt |
| Book Value | $4,017,763 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,973 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,489 | DepreciationAmt |
| Book Value | $3,484 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $948,089 | OtherCostOrOtherBasisAmt |
| Depreciation | $755,183 | DepreciationAmt |
| Book Value | $192,906 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,509,234 | OtherCostOrOtherBasisAmt |
| Depreciation | $403,021 | DepreciationAmt |
| Book Value | $1,106,213 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,032,702 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COMPENSATED ABSENCES | $434,096 |
| INTERCOMPANY PAYABLES | $2,112,797 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,546,893 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 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 2013. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VERNON BILLY | ||||||||||||||
| EXECUTIVE DIRECTOR/CEO | $269,024 | $0 | $0 | $0 | $0 | $0 | $21,708 | $0 | $29,195 | $0 | $319,927 | $0 | $0 | $0 |
| STEPHEN POGEMILLER | ||||||||||||||
| CFO | $156,242 | $0 | $0 | $0 | $0 | $0 | $7,473 | $0 | $21,225 | $0 | $184,940 | $0 | $0 | $0 |
| NAOMI EASON | ||||||||||||||
| ASSISTANT EXECUTIVE DIRECTOR, MEMBER | $168,198 | $0 | $0 | $0 | $0 | $0 | $7,510 | $0 | $13,662 | $0 | $189,370 | $0 | $0 | $0 |
| KEITH BRAY | ||||||||||||||
| GENERAL COUNSEL/DIRECTOR OF ELA | $198,025 | $0 | $0 | $0 | $0 | $0 | $16,065 | $0 | $1,187 | $0 | $215,277 | $0 | $0 | $0 |
| DENNIS MEYERS | ||||||||||||||
| ASSISTANT EXECUTIVE DIRECTOR, GOVERN | $165,079 | $0 | $0 | $0 | $0 | $0 | $13,389 | $0 | $12,567 | $0 | $191,035 | $0 | $0 | $0 |
| ELAINE YAMA-GARCIA | ||||||||||||||
| ASSCOCIATE GENERAL COUNSEL/DIRECTOR | $135,216 | $0 | $0 | $0 | $0 | $0 | $10,825 | $0 | $12,995 | $0 | $159,036 | $0 | $0 | $0 |
| TROY FLINT | ||||||||||||||
| PIO/SENIOR DIRECTOR OF COMMUNICATION | $135,632 | $0 | $0 | $0 | $0 | $0 | $11,007 | $0 | $11,375 | $0 | $158,014 | $0 | $0 | $0 |
| BRYAN DEBLONK | ||||||||||||||
| POLITICAL STAFF DIRECTOR | $133,071 | $0 | $0 | $0 | $0 | $0 | $8,109 | $0 | $13,534 | $0 | $154,714 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | 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 30 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 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 7A | SEE EXPLANATION TO PART VI, LINE 6. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE 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. THE SAME HOLDS TRUE FOR SPONSORED LEGISLATION. ALL 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 BUDGETS. 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 CSBA 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 EXECUTIVE DIRECTOR, THE CSBA PRESIDENT, AND THE PRESIDENT OF THE BOARD OF DIRECTORS OF EACH RELATED ENTITY SHALL 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 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, A MEMBER OF THE FINANCE COMMITTEE AND THE IMMEDIATE PAST PRESIDENT OF THE BOARD OF DIRECTORS. THE CHAIR OF THE AUDIT COMMITTEE SERVES AS CHAIR TO THIS COMMITTEE, AND THE CHAIR OF THE FINANCE COMMITTEE SERVES AS CO-CHAIR. THEY REVIEW THE COMPENSATION FOR THE EXECUTIVE DIRECTOR OF CSBA. THE COMMITTEE MEETS TO REVIEW THEIR PROTOCOL AND DATA ASSEMBLED THROUGH PURCHASED DATA (SALARY SOURCE, GUIDESTAR), VOLUNTARY DATA FROM LOCAL ASSOCIATIONS IN THE SACRAMENTO AREA WITH SIMILAR REVENUE AND EMPLOYEE BASE, DATA ASSEMBLED BY THE NATIONAL SCHOOL BOARDS ASSOCIATION, AND GENERAL DATA FROM FOR-PROFIT SACRAMENTO BASED ORGANIZATIONS. IN THE EVENT OF A SALARY ADJUSTMENT FOR THE 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 FULL 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA SCHOOL BOARDS FOUNDATION | ||||||||||
| 3251 BEACON BLVD | WEST SACRAMENTO | CA | 95691 | 941623582 | PROVIDE TRAINING AND SUPPORT 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA SCHOOL BOARDS FOUNDATION | ||
| N | $112,716 | ACTUAL COST |
| CALIFORNIA SCHOOL BOARDS ASSOCIATION DISTRICT SERVICES CORP | ||
| N | $102,140 | ACTUAL COST |
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