CALIFORNIA COUNTY SUPERINTENDENTS EDUCATIONAL SERVICES ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA COUNTY SUPERINTENDENTS EDUCATIONAL SERVICES ASSOCIATION (EIN 68-0132885)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201821349349308747
- 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 | 2018-05-14T16:05:59-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680000424 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BFBA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 SCRIPPS DRIVE STE 210 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95825 | 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 | 680132885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA COUNTY SUPERINTENDENTS | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATIONAL SERVICES ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 9164463095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 L STREET NO 510 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER BIRDSALL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9164463095 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA A FAITH | PreparerPersonNm |
| PTIN | P00294123 | PTIN |
| Phone | 9169240800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.60.157.181 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-11 | IPDt |
| IP Tm | 13:05:40 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 78A3E71142BFF54751CA5C98A8052425AE0144EA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2903B634B50775795548C6711FF561F663BAD969 | 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 | PETER BIRDSALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 L STREET NO 510 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,623,888 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CCSESA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,935,406 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,321,888 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,659,557 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,544,746 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,379 | PYInvestmentIncomeAmt |
| CY Investment Income | $264,894 | CYInvestmentIncomeAmt |
| PY Other Revenue | $341,325 | PYOtherRevenueAmt |
| CY Other Revenue | $357,625 | CYOtherRevenueAmt |
| PY Total Revenue | $3,968,667 | PYTotalRevenueAmt |
| CY Total Revenue | $5,489,153 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $455,352 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $406,276 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,181,005 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,342,572 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,906,883 | PYOtherExpensesAmt |
| CY Other Expenses | $3,233,591 | CYOtherExpensesAmt |
| PY Total Expenses | $3,543,240 | PYTotalExpensesAmt |
| CY Total Expenses | $4,982,439 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $425,427 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $506,714 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,013,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,575,305 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,237,238 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,369,954 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $776,480 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,205,351 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CCSESA'S MISSION IS TO STRENGTHEN THE SERVICE AND LEADERSHIP CAPABILITIES OF CALIFORNIAS 58 COUNTY SUPERINTENDENTS IN SUPPORT OF STUDENTS, SCHOOLS, DISTRICTS AND COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,976,910 | ExpenseAmt |
| Grant | $406,276 | GrantAmt |
| Revenue | $132,757 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,096,917 | ExpenseAmt |
| Revenue | $1,411,989 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $785,021 | ExpenseAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,858,848 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 0 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA MORALES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9164463095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 L STREET SUITE 510 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JEFF HARRIS | ||||||
| REGION 1 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETTINA BLACKWELL | ||||||
| REGION 2 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ED MANANSALA | ||||||
| REGION 3 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE CAMPBELL | ||||||
| REGION 4 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JON GUNDRY | ||||||
| REGION 5 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY NORTHINGTON | ||||||
| REGION 6 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE TIETJEN | ||||||
| REGION 7 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY BARLOW | ||||||
| REGION 8 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TODD FINNELL | ||||||
| REGION 9 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TED ALEJANDRE | ||||||
| REGION 10 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA DUARDO | ||||||
| REGION 11 CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE GOMES | ||||||
| REGION 7 2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM BRESCIA | ||||||
| REGION 8 2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STACEY ADLER | ||||||
| PRESIDENT ELECT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HOLLY HERMANSEN | ||||||
| LEGIS COMM 2017 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM VIDAK | ||||||
| LEGIS COMM 2016 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID W GORDON | ||||||
| BUS PRTNSHPS | 3.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE HERRINGTON | ||||||
| TREASURER 2017 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STANLEY MANTOOTH | ||||||
| PAST PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM CHANGNON | ||||||
| PRESIDENT 2017 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRISTINE FRAZIER | ||||||
| PRESIDENT 2016 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AL MIJARES | ||||||
| TREASURER 2016 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SARAH ANDERBERG | ||||||
| ASSIST. DIR | 40.00 | $116,463 | $0 | $19,787 | Yes (X) | |
| SANDRA MORALES | ||||||
| ASST EXEC DIR | 40.00 | $119,850 | $0 | $18,380 | Yes (X) | |
| PETER BIRDSALL | ||||||
| EXECUTIVE DIR. | 40.00 | $263,168 | $0 | $42,020 | Yes (X) | |
| EFRAIN MERCADO | ||||||
| POLICY DIRECTOR | 40.00 | $94,468 | $0 | $19,992 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $593,949 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $100,179 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,351,823 | MembershipDuesAmt |
| All Other Contributions | $1,970,065 | AllOtherContributionsAmt |
| Total Contributions | $3,321,888 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCE/MEETINGS | 561000 | $1,411,989 | $1,411,989 |
| CONTRACT REVENUE | 561000 | $132,757 | $132,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,544,746 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $159,358 | TotalRevenueColumnAmt |
| Exclusion | $159,358 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $335,725 | TotalRevenueColumnAmt |
| Exclusion | $335,725 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,240,271 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,134,735 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $105,536 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,536 | TotalRevenueColumnAmt |
| Exclusion | $105,536 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PERS EQUIV BENEFIT TRUST | 900099 | $20,050 | $20,050 |
| OTHER INCOME | 900099 | $1,850 | $1,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,900 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,489,153 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,544,746 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $622,519 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,276 | TotalAmt |
| Program Services | $406,276 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,482 | TotalAmt |
| Program Services | $643,493 | ProgramServicesAmt |
| Management And General | $142,989 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,003 | TotalAmt |
| Program Services | $333,852 | ProgramServicesAmt |
| Management And General | $77,151 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,726 | TotalAmt |
| Program Services | $33,140 | ProgramServicesAmt |
| Management And General | $1,586 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,879 | TotalAmt |
| Program Services | $34,814 | ProgramServicesAmt |
| Management And General | $1,065 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,482 | TotalAmt |
| Program Services | $60,501 | ProgramServicesAmt |
| Management And General | $13,981 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,460 | TotalAmt |
| Program Services | $1,186 | ProgramServicesAmt |
| Management And General | $274 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,710 | TotalAmt |
| Program Services | $26,570 | ProgramServicesAmt |
| Management And General | $6,140 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,300 | TotalAmt |
| Program Services | $6,300 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,044,711 | TotalAmt |
| Program Services | $848,605 | ProgramServicesAmt |
| Management And General | $196,106 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,741 | TotalAmt |
| Program Services | $205,298 | ProgramServicesAmt |
| Management And General | $47,443 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,311 | TotalAmt |
| Program Services | $103,413 | ProgramServicesAmt |
| Management And General | $23,898 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,118 | TotalAmt |
| Program Services | $35,024 | ProgramServicesAmt |
| Management And General | $8,094 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,361,543 | TotalAmt |
| Program Services | $1,105,964 | ProgramServicesAmt |
| Management And General | $255,579 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,018 | TotalAmt |
| Program Services | $8,950 | ProgramServicesAmt |
| Management And General | $2,068 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| PERS EQUIV BENEFITS PAY | $341,890 | $341,890 | |
| LOSS ON DISPOSAL OF ASS | $4,065 | $4,065 | |
| AWARDS/RECOGNITION | $3,724 | $699 | $3,025 |
| FEES - INDIVIDUAL | $3,000 | $563 | $2,437 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,982,439 | TotalAmt |
| Program Services | $3,858,848 | ProgramServicesAmt |
| Management And General | $1,123,591 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,490,572 | BOYAmt |
| EOY | $2,929,877 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,996 | BOYAmt |
| EOY | $114,027 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,640 | BOYAmt |
| EOY | $26,996 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $188,973 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $148,243 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,215 | BOYAmt |
| EOY | $40,730 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,328,295 | BOYAmt |
| EOY | $6,463,675 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,013,718 | BOYAmt |
| EOY | $9,575,305 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,504 | BOYAmt |
| EOY | $242,471 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,050 | BOYAmt |
| EOY | $288,125 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,629,684 | BOYAmt |
| EOY | $7,839,358 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,237,238 | BOYAmt |
| EOY | $8,369,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,558 | BOYAmt |
| EOY | $896,462 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,922 | BOYAmt |
| EOY | $308,889 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $776,480 | BOYAmt |
| EOY | $1,205,351 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,013,718 | BOYAmt |
| EOY | $9,575,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $506,714 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$77,843 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,730,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,820,441 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,820,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,935,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,321,888 | CurrentTaxYearAmt |
| Total | $10,629,178 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,383,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,764,953 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,960,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,659,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,544,746 | CurrentTaxYearAmt |
| Total | $20,312,716 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,113,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,585,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,781,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,594,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,866,634 | CurrentTaxYearAmt |
| Total | $30,941,894 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $482,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $458,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $564,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $366,666 | CurrentTaxYearAmt |
| Total | $2,229,334 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $482,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $458,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $564,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $366,666 | CurrentTaxYearAmt |
| Total | $2,229,334 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $28,712,560 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $485,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $762,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $354,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $495,083 | CurrentTaxYearAmt |
| Total | $2,327,665 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $485,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $762,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $354,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $495,083 | CurrentTaxYearAmt |
| Total | $2,327,665 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,850 | CurrentTaxYearAmt |
| Total | $1,850 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,343,309 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,070,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,544,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,949,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,363,567 | CurrentTaxYearAmt |
| Total | $33,271,409 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.86300 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87310 | PublicSupportPY509Pct |
| Investment Income CY | 0.07000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $53,088 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $53,088 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,929,351 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,982,439 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $399,122 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $99,781 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $757,541 | CurrentYearMinus3Amt |
| Current Year Minus2 | $397,494 | CurrentYearMinus2Amt |
| Current Year Minus1 | $327,162 | CurrentYearMinus1Amt |
| Current Year | $399,122 | CurrentYearAmt |
| Total | $1,881,319 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,821,979 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $41,848 | CurrentYearMinus3Amt |
| Current Year Minus2 | $53,350 | CurrentYearMinus2Amt |
| Current Year Minus1 | $51,138 | CurrentYearMinus1Amt |
| Current Year | $53,088 | CurrentYearAmt |
| Total | $199,424 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $189,385 | CurrentYearMinus3Amt |
| Current Year Minus2 | $99,374 | CurrentYearMinus2Amt |
| Current Year Minus1 | $81,791 | CurrentYearMinus1Amt |
| Current Year | $99,781 | CurrentYearAmt |
| Total | $470,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $705,497 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,737 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,737 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,344 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,559 | DepreciationAmt |
| Book Value | $26,785 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $112,892 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,947 | DepreciationAmt |
| Book Value | $13,945 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,730 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION TRUST ASSETS | Desc |
| Book Value | $6,463,675 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,463,675 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT LIABILITY | $40,528 |
| DEFERRED COMPENSATION BENEFITS LIABILITY | $7,798,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,839,358 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,224,424 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,224,424 | RevenueSubtotalAmt |
| Other Revenues Not Included | $264,729 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $264,729 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,489,153 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,795,553 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,795,553 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $186,886 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $186,886 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,982,439 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PERS EQUIVALENT INVESTMENT INCOME 159,193. REALIZED GAIN/LOSS 105,536. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PERS EQUIVALENT INVESTMENT INCOME 159,193. REALIZED GAIN/LOSS 105,536. UNREALIZED GAIN/LOSS -77,843. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALAMEDA CTY OFFICE OF EDUC | |||||||
| 313 WEST WINTON AVENUE | HAYWARD | CA | 94544 | 946002421 | 501(C)(3) | $24,500 | HEWLETT ARTS INITIATIVE |
| BUTTE CTY OFFICE OF EDUCATION | |||||||
| 1859 BIRD STREET | OROVILLE | CA | 95965 | 946002433 | 501(C)(3) | $19,000 | CALIFORNIA ARTS COUNCIL |
| FRESNO COUNTY OFFICE OF EDUC | |||||||
| 1111 VAN NESS | FRESNO | CA | 93721 | 946002210 | 501(C)(3) | $19,667 | HEWLETT ARTS INITIATIVE |
| HARTNELL COMMUNITY COLLEGE DISTRICT | |||||||
| 411 CENTRAL AVENUE | SALINAS | CA | 93901 | 770086025 | 501(C)(3) | $5,500 | CALIFORNIA ARTS COUNCIL |
| HUMBOLDT CTY OFFICE OF EDUC | |||||||
| 901 MYRTLE AVENUE | EUREKA | CA | 95501 | 946002186 | 501(C)(3) | $31,500 | HEWLETT ARTS INITIATIVE |
| LOS ANGELES CTY OFFICE OF EDU | |||||||
| 9300 IMPERIAL HIGHWAY | DOWNEY | CA | 90242 | 954592684 | 501(C)(3) | $17,000 | HEWLETT ARTS INITIATIVE |
| MONTEREY COUNTY OFFICE OF EDU | |||||||
| 901 BLANCO CIRCLE BOX 80851 | SALINAS | CA | 93901 | 946002544 | 501(C)(3) | $24,500 | HEWLETT ARTS INITIATIVE |
| SACRAMENTO CTY OFFICE OF EDUC | |||||||
| 10474 MATHER BLVD BOX 2699003 | SACRAMENTO | CA | 95826 | 946002536 | 501(C)(3) | $19,000 | HEWLETT ARTS INITIATIVE |
| SACRAMENTO OFFICE OF EDUC | |||||||
| 10474 MATHER BLVD PO BOX 269003 | SACRAMENTO | CA | 95826 | 946002536 | 501(C)(3) | $66,688 | MENTAL HEALTH INITIATIVE |
| SAN BERNARDINO CTY | |||||||
| 601 NORTH E STREET | SAN BERNARDINO | CA | 92415 | 956000931 | 501(C)(3) | $19,000 | HEWLETT ARTS INITIATIVE |
| SAN DIEGO CTY OFFICE OF EDUC | |||||||
| 6401 LINDA VISTA ROAD | SAN DIEGO | CA | 92111 | 956000935 | 501(C)(3) | $19,667 | HEWLETT ARTS INITIATIVE |
| SCRAP HUMBOLDT | |||||||
| 101 H STREET | ARCATA | CA | 95521 | 931270807 | 501(C)(3) | $8,500 | CALIFORNIA ARTS COUNCIL |
| SHASTA COUNTY OFFICE OFFICE EDUCATION | |||||||
| 1644 MAGNOLIA AVENUE | REDDING | CA | 96001 | 943002463 | 501(C)(3) | $19,125 | BECHTEL PLANNING GRANT |
| STANISLAUS CTY OFFICE OF EDUC | |||||||
| 1100 H STREET | MODESTO | CA | 95354 | 946002388 | 501(C)(3) | $19,000 | HEWLETT ARTS INITIATIVE |
| VENTURA COUNTY OFFICE OF EDUC | |||||||
| 5189 VERDUGO WAY | CAMARILLO | CA | 93012 | 956000945 | 501(C)(3) | $19,000 | HEWLETT ARTS INITIATIVE |
| VENTURA COUNTY OFFICE OF EDUC | |||||||
| 5189 VERDUGO WAY | CAMARILLO | CA | 93012 | 956000945 | 501(C)(3) | $10,125 | BECHTEL PLANNING GRANT |
| WEST ED | |||||||
| 730 HARRISON STREET 5TH FLOOR | SAN FRANCISCO | CA | 94107 | 501(C)(3) | $51,000 | BECHTEL PLANNING GRANT | |
| YOUTH RADIO | |||||||
| 1701 BROADWAY | OAKLAND | CA | 94612 | 943180825 | 501(C)(3) | $5,500 | CALIFORNIA ARTS COUNCIL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER BIRDSALL | PersonNm |
| Title | EXECUTIVE DIR. | TitleTxt |
| Base Compensation Filing Org | $263,168 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $16,020 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $26,000 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $305,188 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| MISSION STATEMENT | CCSESA'S MISSION IS TO STRENGTHEN THE SERVICE AND LEADERSHIP CAPABILITIES OF CALIFORNIAS 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 848,605. MANAGEMENT AND GENERAL EXPENSES 196,106. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,044,711. |
| FORM 990, PART XII, LINE 2C: | THE FINANCE COMMITTEE OVERSEES 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 $6,167,288 CONTRIBUTIONS/ASSESSMENTS 20,050 EARNINGS 159,193 REALIZED GAIN 105,536 UNREALIZED NET GAIN 137,785 BENEFIT PAYMENTS (341,890) DEFERRED COMPENSATION TRUST ASSETS END OF YEAR $6,247,962 DETAILS: ASSETS: BROKERAGE ACCOUNT 6,463,675 CHECKING ACCOUNT 68,089 TOTAL ASSETS $6,531,764 LIABILITIES: RETIREMENT PAYABLE (FTB) 2,830 DUE TO CCSESA - GENERAL 208,972 TOTAL LIABILITIES $283,802 DEFERRED COMPENSATION TRUST ASSETS END OF YEAR $6,247,962 |
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