CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION: Form 990EZ, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION (EIN 47-0875720)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-02
IRS object ID
201603079349200520
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-02T10:17:30-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680289709PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAL POGGETTO & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1149 STONY CIRCLE FIRST FLOORAddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95401ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN470875720EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA EDUCATIONAL RESEARCHBusinessNameLine1Txt
Business Name Line2ASSOCIATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone7078290829PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11105 FURLONG ROADAddressLine1Txt
CitySEBASTOPOLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95472ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDON DIXONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7078290829PhoneNum
Signature2016-10-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHERINE E SEWELLPreparerPersonNm
PTINP00508416PTIN
Phone7075453311PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.CERA-WEB.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$164,632GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$149,789ProgramServiceRevenueAmt
Membership Dues$14,800MembershipDuesAmt
Investment Income$43InvestmentIncomeAmt
Total Revenue$164,632TotalRevenueAmt
Grants And Similar Amounts Paid$12,943GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$20,866FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$6,972PrintingPublicationsPostageAmt
Other Expenses Total$153,041OtherExpensesTotalAmt
Total Expenses$193,822TotalExpensesAmt
Excess Or Deficit For Year-$29,190ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$91,628NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$62,438NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$91,628BOYAmt
EOY$62,438EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$91,628BOYAmt
EOY$62,438EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$91,628BOYAmt
EOY$62,438EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE INFORMATION AND EDUCATION ON STUDENT EVALUATION TECHNIQUES AND PROGRAMS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
ANNUAL CONFERENCE FOR K-12 AND POST SECONDARY RESEARCHER TO PROVIDE INFORMATION ABOUT DEVELOPMENTS IN ASSESSMENT OF STUDENT EVALUATION TECHNIQUES AND PROGRAM EFFECTS.$0$131,563
PROVIDE AWARDS AND GRANTS TO RECOGNIZE EXCELLENCE IN RESEARCH, INNOVATION, WRITING AND OTHER NOTEWORTHY CONTRIBUTIONS TO THE FIELD OF ASSESSMENT, EDUCATIONAL RESEARCH AND PROGRAM EVALUATION.$12,943$0
CONDUCT SURVEYS TO HELP FURTHER PROMOTE THE ORGANIZATIONS EXEMPT FUNCTION.$0$8,390
SERVICE AND MAINTAIN WEBSITE TO HELP FURTHER PROMOTE THE ORGANIZATIONS EXEMPT FUNCTION.$0$399
FieldValueIRS element (for citing)
Total Program Service Expenses$140,352TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DIANA WILMOT
PRESIDENT15.00$0$0$0
RACHEL PERRY
VICE PRESIDENT7.00$0$0$0
KRISTEN BURMESTER
SECRETARY5.00$0$0$0
DON DIXON
TREASURER7.00$0$0$0
SHANNON COULTER
PAST PRESIDENT3.00$0$0$0
ALICIA HENDERSON
MEMBER AT LARGE5.00$0$0$0
PAUL GARCIA
MEMBER AT LARGE5.00$0$0$0
SUSAN GREEN
MEMBER AT LARGE5.00$0$0$0
MEGAN KUFELD
STUDENT MEMBER5.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DON DIXONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11105 FURLONG ROADAddressLine1Txt
CitySEBASTOPOLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95472ZIPCd
FieldValueIRS element (for citing)
Phone7078290829PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$50,179CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$18,443CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,150CurrentTaxYearMinus1YearAmt
Current Tax Year$14,800CurrentTaxYearAmt
Total$96,572TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,083CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$126,462CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$140,391CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$137,162CurrentTaxYearMinus1YearAmt
Current Tax Year$149,789CurrentTaxYearAmt
Total$623,887TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120,262CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$126,462CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,834CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$150,312CurrentTaxYearMinus1YearAmt
Current Tax Year$164,589CurrentTaxYearAmt
Total$720,459TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$720,459PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$150CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48CurrentTaxYearMinus1YearAmt
Current Tax Year$43CurrentTaxYearAmt
Total$325TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$150CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48CurrentTaxYearMinus1YearAmt
Current Tax Year$43CurrentTaxYearAmt
Total$325TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120,262CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$126,612CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,918CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$150,360CurrentTaxYearMinus1YearAmt
Current Tax Year$164,632CurrentTaxYearAmt
Total$720,784TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99950PublicSupportCY509Pct
Public Support PY5090.99960PublicSupportPY509Pct
Investment Income CY0.00050InvestmentIncomeCYPct
Investment Income PY0.00040InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: WELLS FARGO SAVINGS. AMOUNT: 43.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK CHARGES. AMOUNT: 422. DESCRIPTION: EXECUTIVE BOARD TRAVEL, LODGING, AND MEALS. AMOUNT: 10,626. DESCRIPTION: CONFERENCES. AMOUNT: 106,548. DESCRIPTION: CONFERENCE TRAVEL, MISCELLANEOUS. AMOUNT: 25,015. DESCRIPTION: INSURANCE. AMOUNT: 800. DESCRIPTION: SURVEY METHODS. AMOUNT: 8,390. DESCRIPTION: STATE FEES. AMOUNT: 60. DESCRIPTION: MEMBERSHIP. AMOUNT: 781. DESCRIPTION: INTERNET CHARGES. AMOUNT: 399. TOTAL TO FORM 990-EZ, LINE 16: 153,041.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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