2017-03-07T18:42:40-06:00 2016-06-30 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2015-07-01 941510492 CALIFORNIA SCHOOL BOARDS ASSOCIATION CALI 9163714691 3251 BEACON BOULEVARD WEST SACRAMENTO CA 956913531 VERNON BILLY EXECUTIVE DIRECTOR 9163714691 2017-02-14 1 LINDA D GEERY P00364484 9166466464 2017-02-14 2015 2021-01-29 14:40:06Z VERNON BILLY 3251 BEACON BOULEVARD WEST SACRAMENTO CA 956913531 15083307 0 X WWW.CSBA.ORG X 1952 CA PROMOTING K-12 PUBLIC EDUCATION SUCCESS THROUGH AGGRESSIVE ADVOCACY AND EFFECTIVE SCHOOL BOARD GOVERNANCE. 34 30 117 38 144028 0 265451 192987 14047040 14826497 26715 34616 50764 29207 14389970 15083307 0 0 0 0 7988175 8785261 0 0 0 5068693 5798521 13056868 14583782 1333102 499525 16778745 16300587 6223863 5246180 10554882 11054407 X BOARDS OF EDUCATION ARE ENTRUSTED BY THEIR DIVERSE COMMUNITIES TO ENSURE THAT A HIGH QUALITY EDUCATION IS PROVIDED TO EACH STUDENT. CSBA PROMOTES SUCCESS FOR ALL STUDENTS BY DEFINING AND DRIVING THE PUBLIC EDUCATION AGENDA AND STRENGTHENING SCHOOL BOARD GOVERNANCE AT THE DISTRICT AND COUNTY LEVELS. 0 0 2516390 4266088 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. 3066730 2710252 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. 3264667 0 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. 3162530 7735336 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 MORE RECENTLY, 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.TOTAL FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: 3162530 7735336 12010317 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 31 0 1 117 1 1 1 0 0 0 1 1 0 X 34 30 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X STEPHEN W POGEMILLER 9166693310 3251 BEACON BLVD WEST SACRAMENTO CA 95691 JESUS HOLGUIN PRESIDENT/IMMEDIATE PAST PRESIDENT AS OF 12/5/15 5.00 1.20 X X 29682 0 0 CHRIS UNGAR PRESIDENT-ELECT/PRESIDENT AS OF 12/5/15 5.00 1.40 X X 22989 0 0 SHERRI REUSCHE VICE PRESIDENT TO 12/5/15 5.00 0.20 X X 13495 0 0 JOSEPHINE LUCEY IMMEDIATE PAST PRESIDENT TO 12/5/15 5.00 1.40 X X 13495 0 0 MIKE WALSH DIRECTOR-AT-LARGE, COUNTY/VICE PRESIDENT AS OF 12/ 5.00 X X 0 0 0 JENNIFER OWEN DIRECTOR REGION 1 1.00 X 0 0 0 SHERRY CRAWFORD DIRECTOR REGION 2 1.00 X 0 0 0 CINDI CLINTON DIRECTOR REGION 3 TO 10/1/15 1.00 X 0 0 0 ED GILARDI DIRECTOR REGION 3 AS OF 12/1/15 1.00 X 0 0 0 PAIGE K STAUSS DIRECTOR REGION 4 1.00 X 0 0 0 JILL WYNNS DIRECTOR REGION 5 1.00 X 0 0 0 ELLEN DRISCOLL DIRECTOR REGION 6 TO 4/16/15 1.00 X 0 0 0 DARREL WOO DIRECTOR REGION 6 AS OF 5/15/15 1.00 X 0 0 0 ANNE WHITE DIRECTOR REGION 7 1.00 X 0 0 0 MATT BALZARINI DIRECTOR REGION 8 1.00 X 0 0 0 TAMI GUNTHER DIRECTOR REGION 9 1.00 X 0 0 0 SUSAN MARKARIAN DIRECTOR REGION 10 1.00 X 0 0 0 SUZANNE KITCHENS DIRECTOR REGION 11 1.00 X 0 0 0 BILL FARRIS DIRECTOR REGION 12 1.00 X 0 0 0 SUSAN HENRY DIRECTOR REGION 15/PRESIDENT ELECT AS OF 12/5/15 5.00 X X 0 0 0 MEG CUTULI DIRECTOR REGION 15 AS OF 1/29/16 1.00 X 0 0 0 WILSON SO DIRECTOR REGION 16 TO 1/5/16 1.00 X 0 0 0 KAREN GRAY DIRECTOR REGION 16 AS OF 1/29/16 1.00 X 0 0 0 CAROL SKILJAN DIRECTOR REGION 17 1.00 X 0 0 0 JERRY BOWMAN DIRECTOR REGION 18 1.00 X 0 0 0 ALBERT GONZALEZ DIRECTOR REGION 20 1.00 X 0 0 0 GEORGE MCKENNA III DTR REGION 21 AS OF 9/26/15 1.00 X 0 0 0 VICTOR TORRES DIRECTOR REGION 22 1.00 X 0 0 0 ROBERT CRUZ DIRECTOR REGION 23 TO 12/5/15 1.00 X 0 0 0 XILONIN CRUZ-GONZALEZ DIRECTOR REGION 23 AS OF 12/5/15 1.00 X 0 0 0 DONALD LAPLANTE DIRECTOR REGION 24 1.00 X 0 0 0 JULIANA FERIANI CA CO BOARDS OF ED PRES. TO 12/5/15 1.00 X 0 0 0 JOAQUIN RIVERA CA CO BOARDS OF ED PRES. AS OF 12/5/15 1.00 X 0 0 0 SHELLY YARBROUGH DIRECTOR-AT-LARGE, AMERICAN INDIAN 1.00 X 0 0 0 ROBERT GIN DIRECTOR-AT-LARGE, ASIAN PACIFIC ISLANDER 1.00 X 0 0 0 DARRYL R ADAMS DIRECTOR-AT-LARGE, AFRICAN AMERICAN TO 12/5/15 1.00 X 0 0 0 BETTYE LUSK DIRECTOR-AT-LARGE, AFRICAN AMERICAN FROM 12/5/15 1.00 X 0 0 0 KATHRYN RAMIREZ DIRECTOR-AT-LARGE, HISPANIC 1.00 X 0 0 0 HEIDI WEILAND DIRECTOR-AT-LARGE, COUNTY AS OF 1/1/16 1.00 X 0 0 0 FRANK PUGH NSBA BOARD OF DIRECTORS 1.00 X 0 0 0 LILIAN TAFOYA NSBA BOARD OF DIRECTORS 1.00 X 0 0 0 EMMA TURNER NSBA BOARD OF DIRECTORS AS OF 4/9/16 1.00 X 0 0 0 VERNON BILLY EXECUTIVE DIRECTOR/CEO 39.40 0.60 X 262282 0 57619 STEPHEN POGEMILLER CFO 37.00 3.00 X 150613 0 32685 NAOMI EASON ASSISTANT EXECUTIVE DIRECTOR, MEMBER SERVICES 40.00 X 161000 0 22176 KEITH BRAY GENERAL COUNSEL/DIRECTOR OF ELA 40.00 X 187045 0 24750 DENNIS MYERS ASSISTANT EXECUTIVE DIRECTOR, GOVERNMENTAL RELATIO 40.00 X 159000 0 32275 DEVIN CROSBY CHIEF TECHNOLOGY OFFICER 40.00 X 156294 0 39986 ELAINE YAMA-GARCIA ASSCOCIATE GENERAL COUNSEL/DIRECTOR OF HUMAN RESOU 40.00 X 123050 0 26529 ERIKA HOFFMAN LEGISLATIVE ADVOCATE 40.00 X 122145 0 27216 SUSAN SWIGART SENIOR DIRECTOR MEMBER RELATIONS 40.00 X 113276 0 27080 BRIGETTE BURNS LEGISLATIVE ADVOCATE 40.00 X 116541 0 34485 IRBANJIT SAHOTA APPLICATION DEVELOPMENT MANAGER 40.00 X 101500 0 36721 1732407 0 361522 14 0 1 0 ALTAI SYSTEMS INC 752 OAK GROVE CIRCLE SEVERNA PARK MD 21146 CRM SYSTEM IMPLEMENTATION 329987 GLOBAL EXPERIENCE SPECIALISTS INC 7000 LINDELL RD LAS VEGAS NV 89118 AEC'15 CONFERENCE COORDINATORS 218155 SADLER STRATEGIC MEDIA 12103 VIEWCREST RD STUDIO CITY CA 91604 AD AGENCY - GR 204270 BICKER CASTILLO & FAIRBANKS 1121 L ST SUITE 910 SACRAMENTO CA 95814 GR CONSULTANT 172987 OLSON HAGEL 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 CONSULTANT 155105 22 192987 192987 MEMBERSHIP DUES 900099 6351860 6351860 POLICY SERVICES 900099 4266088 4266088 CONTINUING EDUCATION 900099 2544853 2518342 26511 EDUC LEGAL ALLIANCE 900099 1237327 1237327 OTHER PROGRAM SERVICES 900099 263267 145750 117517 163102 163102 14826497 34616 34616 MISCELLANEOUS INCOME 900099 29207 29207 29207 15083307 14711676 144028 34616 X 1355517 763888 591629 5175627 2914707 2260920 947897 532537 415360 835715 475746 359969 470505 263049 207456 492043 450145 41898 24000 24000 1472815 1130415 342400 413761 393925 19836 580175 134645 445530 140305 188 140117 353754 8459 345295 631520 373218 258302 1010970 796555 214415 10715 10715 390613 390613 182563 40242 142321 DUES AND SUBSCRIPTIONS 218650 70410 148240 STAFF DEVELOPMENT 62058 32839 29219 OVERHEAD APPLIED -296496 3609699 -3906195 111075 19650 91425 14583782 12010317 2573465 0 674087 911925 9254941 8237930 367768 701846 20280 36014 349090 358530 7450589 1396247 6112579 6054342 16778745 16300587 532384 313038 1593014 2876895 1473440 0 2625025 2056247 6223863 5246180 X 10554882 11054407 10554882 11054407 16778745 16300587 499525 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 712336 712336 4446439 663956 3782483 5973 996 4977 1000495 503819 496676 1285346 227476 1057870 6054342 COMPENSATED ABSENCES 427569 INTERCOMPANY PAYABLES 1628678 2056247 X PART X, LINE 2: THE ASSOCIATION HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE 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 2012 . X X X X X X 0 0 0 0 0 0 0 0 0 VERNON BILLY EXECUTIVE DIRECTOR/CEO 262282 0 0 0 0 0 32700 0 24919 0 319901 0 0 0 STEPHEN POGEMILLER CFO 150613 0 0 0 0 0 7853 0 24832 0 183298 0 0 0 NAOMI EASON ASSISTANT EXECUTIVE DIRECTOR, MEMBER 161000 0 0 0 0 0 7875 0 14301 0 183176 0 0 0 KEITH BRAY GENERAL COUNSEL/DIRECTOR OF ELA 187045 0 0 0 0 0 23606 0 1144 0 211795 0 0 0 DENNIS MYERS ASSISTANT EXECUTIVE DIRECTOR, GOVERN 159000 0 0 0 0 0 20227 0 12048 0 191275 0 0 0 DEVIN CROSBY CHIEF TECHNOLOGY OFFICER 156294 0 0 0 0 0 19884 0 20102 0 196280 0 0 0 BRIGETTE BURNS LEGISLATIVE ADVOCATE 116541 0 0 0 0 0 14611 0 19874 0 151026 0 0 0 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 11 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 IX, LINE 11G TEMPORARY STAFF: PROGRAM SERVICE EXPENSES 52,060. MANAGEMENT AND GENERAL EXPENSES 136,092. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 188,152. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,078,355. MANAGEMENT AND GENERAL EXPENSES 195,967. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,274,322. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,341. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,341. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CALIFORNIA SCHOOL BOARDS FOUNDATION 3251 BEACON BLVD WEST SACRAMENTO CA 95691 941623582 PROVIDE TRAINING AND SUPPORT 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0