CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATION (EIN 47-0875720)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-10
IRS object ID
201543149349201324
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-11-10T12:43:13-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN470875720EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA EDUCATIONAL RESEARCH ASSOCIATIONBusinessNameLine1Txt
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
Signature2015-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHERINE E SEWELLPreparerPersonNm
PTINP00508416PTIN
Phone7075453311PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

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$150,360GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$137,162ProgramServiceRevenueAmt
Membership Dues$13,150MembershipDuesAmt
Investment Income$48InvestmentIncomeAmt
Total Revenue$150,360TotalRevenueAmt
Grants And Similar Amounts Paid$2,500GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$17,728FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$5,456PrintingPublicationsPostageAmt
Other Expenses Total$156,910OtherExpensesTotalAmt
Total Expenses$182,594TotalExpensesAmt
Excess Or Deficit For Year-$32,234ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$120,603NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$3,259OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$91,628NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$123,959BOYAmt
EOY$91,628EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$123,959BOYAmt
EOY$91,628EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,356BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$120,603BOYAmt
EOY$91,628EOYAmt
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 (5 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$125,359
PRODUCE ASSOCIATION NEWSLETTER TO PROVIDE A FORUM FOR EDUCATIONAL RESEARCHERS, ASSESSMENT AND EVALUATION EXPERTS, K-12 PERSONNEL, AND PUBLIC AND PRIVATE ORGANIZATIONS INVOLVED IN P-16 EDUCATION TO DISCUSS AND INFORM THE MEMBERS OF THE VALUABLE WORK OCCURRING IN THEIR FIELDS OF STUDY.$0$1,221
CONDUCT SURVEYS TO HELP FURTHER PROMOTE THE ORGANIZATIONS EXEMPT FUNCTION.$0$6,367
SERVICE AND MAINTAIN WEBSITE TO HELP FURTHER PROMOTE THE ORGANIZATIONS EXEMPT FUNCTION.$0$237
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.$2,500$0
FieldValueIRS element (for citing)
Total Program Service Expenses$133,184TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DIANA WILMOT
PRESIDENT10.00$0$0$0
RACHEL PERRY
VICE PRESIDENT5.00$0$0$0
KRISTEN BURMESTER
SECRETARY5.00$0$0$0
DON DIXON
TREASURER8.00$0$0$0
SHANNON COULTER
PAST VICE PRESIDENT3.00$0$0$0
ALICIA HENDERSON
MEMBER AT LARGE2.00$0$0$0
PAUL GARCIA
MEMBER AT LARGE2.00$0$0$0
SUSAN GREEN
MEMBER AT LARGE2.00$0$0$0
JT LAWRENCE
MEMBER AT LARGE2.00$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$53,520CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,179CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$18,443CurrentTaxYearMinus1YearAmt
Current Tax Year$13,150CurrentTaxYearAmt
Total$135,292TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,330CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,083CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$126,462CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$140,391CurrentTaxYearMinus1YearAmt
Current Tax Year$137,162CurrentTaxYearAmt
Total$519,428TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$98,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,262CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$126,462CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$158,834CurrentTaxYearMinus1YearAmt
Current Tax Year$150,312CurrentTaxYearAmt
Total$654,720TotalAmt

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$654,720PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84CurrentTaxYearMinus1YearAmt
Current Tax Year$48CurrentTaxYearAmt
Total$282TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84CurrentTaxYearMinus1YearAmt
Current Tax Year$48CurrentTaxYearAmt
Total$282TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$98,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,262CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$126,612CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$158,918CurrentTaxYearMinus1YearAmt
Current Tax Year$150,360CurrentTaxYearAmt
Total$655,002TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99960PublicSupportCY509Pct
Public Support PY5090.99960PublicSupportPY509Pct
Investment Income CY0.00040InvestmentIncomeCYPct
Investment Income PY0.00040InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: WELLS FARGO SAVINGS. AMOUNT: 48.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: BANK CHARGES. AMOUNT: 245. DESCRIPTION: EXECUTIVE BOARD TRAVEL, LODGING, AND MEALS. AMOUNT: 21,435. DESCRIPTION: CONFERENCES. AMOUNT: 114,249. DESCRIPTION: CONFERENCE TRAVEL. AMOUNT: 2,958. DESCRIPTION: INSURANCE. AMOUNT: 800. DESCRIPTION: CONFERENCE - MISCELLANEOUS. AMOUNT: 8,152. DESCRIPTION: SURVEY METHODS. AMOUNT: 6,367. DESCRIPTION: STATE FEES. AMOUNT: 80. DESCRIPTION: MEMBERSHIP. AMOUNT: 2,387. DESCRIPTION: INTERNET CHARGES. AMOUNT: 237. TOTAL TO FORM 990-EZ, LINE 16: 156,910.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: PRIOR PERIOD ADJUSTMENT - BOOK PURPOSES ONLY. AMOUNT: 3,259.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: OTHER LIABILITY - CREDIT CARD. BEG. OF YEAR AMOUNT: 3,356. END OF YEAR AMOUNT: 0.

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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