2014-10-30T13:52:17-05:00 2014-05-31 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DRIVE STE 100 SACRAMENTO CA 95833 990 2013-06-01 941301733 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION CALI 4084731000 2045 LUNDY AVE SAN JOSE CA 95131 JEFF KUMATAKA CHIEF FINANCIAL OFFICER 4084731000 2014-10-27 1 DARLA A COLSON P00027123 9166466464 2013 2015-11-30 17:44:51Z DAVE LOW 2045 LUNDY AVE SAN JOSE CA 95131 73110770 0 4057 X WWW.CSEA.COM X 1927 CA TO IMPROVE THE LIVES OF OUR MEMBERS, STUDENTS, AND COMMUNITY. 15 15 309 15 296800 40535 752551 425231 59685916 60605387 202132 533420 619775 576670 61260374 62140708 248955 263397 0 0 47350116 40914995 0 0 0 16484632 14831473 64083703 56009865 -2823329 6130843 33701201 37176834 65927557 62669354 -32226356 -25492520 X THE ASSOCIATION'S PRIMARY PURPOSE IS TO ENHANCE THE PROFESSIONAL LIVES OF CLASSIFIED EMPLOYEES STATEWIDE, THROUGH REPRESENTATION, TRAINING, COLLECTIVE BARGAINING, AND POLITICAL/LEGISLATIVE ADVOCACY. 0 0 CSEA CONTINUES TO BUILD THE FINEST UNION FOR CLASSIFIED EMPLOYEES NATIONWIDE, DESPITE A STATE BUDGET CRISIS THAT AFFECTS ALL IN PUBLIC EDUCATION. CSEA CREATED AND IS BUILDING A COMMUNITY AND MEMBER OUTREACH PROGRAM DESIGNED TO EDUCATE COMMUNITY LEADERS ON THE VALUABLE ROLE CLASSIFIED EMPLOYEES PLAY IN OUR SCHOOLS AND COLLEGES AS WELL AS BUILDING A CADRE OF EDUCATION ADVOCATES STATEWIDE. CSEA TRAINED MORE THAN 20,000 MEMBERS IN ALL ASPECTS OF THEIR PROFESSIONAL LIVES, FROM SKILL BUILDING ON THE JOB, TO CAREER AND PERSONAL LIFE SKILLS DEVELOPMENT. -COLLECTIVE BARGAINING FOR MORE THAN 750 SCHOOL AND COLLEGE DISTRICTS-LOBBYING STATEWIDE FOR EDUCATION FUNDING AS WELL AS HEALTH CARE REFORM, RETIREMENT SECURITY AND PROTECTION OF ALL WORKERS' RIGHTS.-DISCOUNTED TICKET PRICING ON MANY EVERYDAY GOODS AND SERVICES AS WELL AS ATTRACTIONS AND ENTERTAINMENT STATEWIDE.-ROBUST COMMUNICATIONS PROGRAM-SUPERIOR LEGAL SERVICES AS WELL AS A LEGAL REFERRAL SERVICE-MEMBER GRANTS AND SCHOLARSHIP PROGRAM. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 118 0 1 309 1 1 1 0 0 0 1 1 0 X 15 15 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 1 1 1 1 1 0 CA X JEFF KUMATAKA CFO 4084731000 2045 LUNDY AVENUE SAN JOSE CA 95131 MICHAEL BILBREY ASSOCIATION PRESIDENT 40.00 X X 750 0 0 BENJAMIN VALDEPENA ASSOCIATION 1ST VP 5.00 X X 600 0 0 DOLORES RODRIGUEZ ASSOCIATION 2ND VP 5.00 X X 600 0 0 KERRY WOODS ASSOCIATION SECRETARY 5.00 X X 200 0 0 ALLAN CLARK PAST PRESIDENT 5.00 X 1050 0 0 MARTHA PENRY AREA DIRECTOR A 5.00 X 600 0 0 LINDA BLANCHARD AREA DIRECTOR B 5.00 X 600 0 0 CYNTHIA ZECHER AREA DIRECTOR C 5.00 X 600 0 0 RAMELDIA MARK AREA DIRECTOR D 5.00 X 600 0 0 SYLVIA DIAZ AREA DIRECTOR E 5.00 X 200 0 0 DALE SORENSON AREA DIRECTOR F 5.00 X 600 0 0 JOHN NIETO AREA DIRECTOR G 5.00 X 350 0 0 CAROLYN EVERETT AREA DIRECTOR H 5.00 X 600 0 0 DONALD SNYDER AREA DIRECTOR I 5.00 X 600 0 0 JIM KING AREA DIRECTOR K 5.00 X 600 0 0 KAREN GARDNER PRIOR AREA DIRECTOR E 5.00 X 450 0 0 WILLIAM RAWLINGS PRIOR AREA DIRECTOR G 5.00 X 450 0 0 DAVID LOW EXECUTIVE DIRECTOR 40.00 X 267416 0 234518 JEFF KUMATAKA CHIEF FINANCIAL OFFICER 40.00 X 178736 0 168172 MICHAEL CLANCY CHIEF COUNSEL 40.00 X 193576 0 180494 ROY RAMOS DIRECTOR OFFICE SERVICES 40.00 X 155816 0 150598 JODY BELL DIRECTOR OF MEMBER BENEFITS 40.00 X 153416 0 142749 KEITH PACE DIRECTOR FIELD OPERATIONS 40.00 X 211896 0 190770 TINA WAGNER DIRECTOR INFORMATION SYSTEMS 40.00 X 153545 0 144741 FRANK POLITO DIRECTOR OF COMMUNICATIONS 40.00 X 150515 0 145737 ARNIE BRAADFLADT DEPUTY CHIEF COUNSEL 40.00 X 169326 0 148594 DENISE JENSEN FIELD DIRECTOR, RANCHO CUCAMONGA 40.00 X 160461 0 141223 MICHAEL GANLEY DIRECTOR ORGANIZING/SPECIAL PROJECTS 40.00 X 163834 0 151991 SHARON FURLONG FIELD DIRECTOR, SACRAMENTO 40.00 X 160461 0 154460 ROSE ROACH FIELD DIRECTOR, RIVER DELTA 40.00 X 160461 0 148458 2288909 0 2102505 80 0 1 0 PSAV 23919 NETWORK PL CHICAGO IL 60674 PRESENTATION SERVICES 440232 CORNERSTONE PRINTING 423 WASHINGTON ST 6TH FLOOR SAN FRANCISCO CA 941112353 OUTSIDE PRINTING 247786 PROMOCO 401 SEVENTH ST PETALUMA CA 94952 MARKETING 194376 MILLIMAN USA 10000 N CENTRAL EXPWY 1500 DALLAS TX 75231 ACTUARIAL SERVICES 177794 NEXUS 1801 W OLYMPIC BLVD PASADENA CA 911991522 IT SERVICES 105091 5 425231 425231 MEMBERSHIP DUES 900099 60362762 60362762 CONFERENCE 900099 178125 178125 TRAINING PROGRAMS 900099 64500 64500 60605387 176659 176659 72524 72524 11251266 75557 10886840 83222 364426 -7665 356761 356761 OTHER REVENUE 900099 207346 207346 ADMINISTRATIVE SERVICE 561000 190000 190000 ADVERTISING REVENUE 541800 106800 106800 504146 62140708 60634608 296800 784069 84367 179030 2832145 22912602 6148488 7129123 1892637 137369 95460 1826134 239170 3218846 87612 1397089 2260997 1439640 66193 1228940 1082924 MEMBERSHIP DUES 1459856 ISSUES CONTRIBUTIONS 113844 177399 56009865 207821 111422 10417089 14451410 353431 32635 1599986 1557648 103850 162305 31140541 17387314 14384120 13753227 6586156 7025207 48748 82980 33701201 37176834 2739571 2028182 137795 145193 1096508 973051 61953683 59522928 65927557 62669354 X -32226356 -25492520 -32226356 -25492520 33701201 37176834 X 6130843 120844 482149 X X 0 1 X 1 0 1198348 13600 PACE OF CSEA PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 680236443 1019201 PACE OF CSEA LOCAL STATE FEDERAL CANDIDATES 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 272195724 179147 1 0 0 PART I-A, LINE 1: WORK TO FIX CALIFORNIA'S SCHOOL FUNDING PROCESS AND RETURN CALIFORNIA FROM THE BOTTOM 5 TO THE TOP 10 IN EDUCATION FUNDING. 3655960 3655960 20997807 12647443 8350364 398834 45086 353748 6087940 4694785 1393155 13753227 CAPITAL LEASE OBLIGATIONS 309730 ACCRUED PENSION COST 47871954 ACCRUED POSTRETIREMENT BENEFIT COST 11161279 DUE TO PACE 179965 59522928 X PART X, LINE 2: THE ASSOCIATION HAS APPLIED THE AMENDED 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 2010. 1 CA DEPARTMENT OF EDUCATION 1430 N STREET SACRAMENTO CA 95814 680258051 GOVERNMENT 5000 GENERAL ASSISTANCE CA TAX REFORM ASSOCIATION 717 K STREET SUITE 510 SACRAMENTO CA 95814 942386938 501(C)(4) 10000 GENERAL ASSISTANCE CENTER FOR COLLABORATIVE SOLUTIONS 1337 HOWE AVENUE 210 SACRAMENTO CA 95825 680245255 501(C)(3) 15000 GENERAL ASSISTANCE LABOR CAMPAIGN FOR SINGLE-PAYER HEALTHCARE 9749 SUMMER PARK CT COLUMBIA MD 21046 800286238 501(C)(4) 10000 GENERAL ASSISTANCE 2 2 SCHOLARSHIPS 94 95000 HUMANITARIAN ASSISTANCE 104 72030 DISASTER ASSISTANCE 12 12000 PART I, LINE 2: TYPICALLY GRANTS TO ORGANIZATIONS ARE MADE TO SPONSOR A CERTAIN EVENT OR PROGRAM. DOCUMENTATION IS PROVIDED BY THE ORGANIZATION. THE BOARD OF DIRECTORS MUST APPROVE A GRANT BEFORE FUNDS ARE PROVIDED. IN THE CASE OF INDIVIDUALS, SCHOLARSHIPS ARE MADE TO INDIVIDUALS BY WAY OF RECOMMENDATIONS MADE BY THE SCHOLARSHIP COMMITTEE. SCHOLARSHIP COMMITTEE RECOMMENDATIONS ARE BROUGHT TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE FUNDS ARE PROVIDED. X 1 1 X X X X 0 0 0 DAVID LOW EXECUTIVE DIRECTOR 267416 0 0 0 0 0 215447 0 19071 0 501934 0 0 0 JEFF KUMATAKA CHIEF FINANCIAL OFFICER 178736 0 0 0 0 0 144319 0 23853 0 346908 0 0 0 MICHAEL CLANCY CHIEF COUNSEL 193576 0 0 0 0 0 156403 0 24091 0 374070 0 0 0 ROY RAMOS DIRECTOR OFFICE SERVICES 155816 0 0 0 0 0 125557 0 25041 0 306414 0 0 0 JODY BELL DIRECTOR OF MEMBER BENEFITS 153416 0 0 0 0 0 123689 0 19060 0 296165 0 0 0 KEITH PACE DIRECTOR FIELD OPERATIONS 211896 0 0 0 0 0 170937 0 19833 0 402666 0 0 0 TINA WAGNER DIRECTOR INFORMATION SYSTEMS 153545 0 0 0 0 0 124004 0 20737 0 298286 0 0 0 FRANK POLITO DIRECTOR OF COMMUNICATIONS 150515 0 0 0 0 0 121646 0 24091 0 296252 0 0 0 ARNIE BRAADFLADT DEPUTY CHIEF COUNSEL 169326 0 0 0 0 0 136747 0 11847 0 317920 0 0 0 DENISE JENSEN FIELD DIRECTOR, RANCHO CUCAMONGA 160461 0 0 0 0 0 129387 0 11836 0 301684 0 0 0 MICHAEL GANLEY DIRECTOR ORGANIZING/SPECIAL PROJECTS 163834 0 0 0 0 0 132128 0 19863 0 315825 0 0 0 SHARON FURLONG FIELD DIRECTOR, SACRAMENTO 160461 0 0 0 0 0 129387 0 25073 0 314921 0 0 0 ROSE ROACH FIELD DIRECTOR, RIVER DELTA 160461 0 0 0 0 0 129387 0 19071 0 308919 0 0 0 PART I, LINE 1A CSEA OWNS A TOWNHOME WHERE THE CSEA PRESIDENT RESIDES. THIS IS NOT TAXABLE COMPENSATION TO THE PRESIDENT. DEB JACHENS SPOUSE OF DIRECTOR ROB FECKNER 115905 EMPLOYMENT 0 LUCI CLARK SPOUSE OF DIRECTOR ALLAN CLARK 122496 EMPLOYMENT 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO HAVE THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY AND THE RIGHT TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A ALL REGULAR MEMBERS HAVE A RIGHT TO VOTE FOR EXECUTIVE BOARD MEMBERS (ASSOCIATION PRESIDENT, FIRST VICE PRESIDENT, SECOND VP AND SECRETARY). LIKEWISE, REGULAR MEMBERS MAY VOTE FOR AREA DIRECTORS IN THEIR RESPECTIVE AREA. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE CONSTITUTION AND BYLAWS AND THE ANNUAL BUDGET ARE APPROVED BY THE BOARD AND THEN BROUGHT TO THE MEMBERSHIP FOR APPROVAL BEFORE THEY ARE IMPLEMENTED. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. HOWEVER, ALL OF THE ORGANIZATION'S COMMITTEES DOCUMENT THEIR MEETINGS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WILL BE REVIEWED BY THE CHIEF FINANCIAL OFFICER BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS A CONFLICT OF INTEREST POLICY IN PLACE. LIKEWISE, ALL EMPLOYEES ARE COVERED BY A CONFLICT OF INTEREST OPERATING PROCEDURE. WHILE ALL EMPLOYEES ARE REQUIRED TO REPORT ANY CONFLICT OF INTEREST, EACH DEPARTMENT HEAD (KEY EMPLOYEE) IS REQUIRED TO SIGN ANNUALLY A FORM WHICH: (1) AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND HAS AGREED TO COMPLY WITH IT AND (2) DISCLOSES INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. BOARD MEMBERS ARE ALSO REQUIRED TO SIGN A FORM ANNUALLY WHICH STATES SIMILAR AFFIRMATIONS AS THE DEPARTMENT HEADS. DETERMINATION OF WHETHER A CONFLICT EXISTS IS MADE AT THE BOARD LEVEL FOR BOARD MEMBERS AND BY THE EXECUTIVE DIRECTOR FOR STAFF. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL MANAGEMENT POSITIONS WERE LAST REVIEWED IN 2006. AN INDEPENDENT CONSULTING FIRM WAS CONTRACTED TO REVIEW THE POSITIONS AND JOB DESCRIPTIONS, MEET WITH INCUMBENTS AND SENIOR MANAGEMENT. THEY UTILIZED COMPARABLES RELATIVE TO GEOGRAPHY, EMPLOYER SIZE, NATURE OF SERVICES PROVIDED, LABOR MARKET POSITION AND OTHER FACTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 482,149. PACE OF CSEA PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 680236443 TO PARTICIPATE IN STATE AND/OR LOCAL CANDIDATE ELECTIONS CA 527 N/A 0 PACE OF CSEA LOCAL STATE FEDERAL CANDIDATES 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 272195724 TO PARTICIPATE IN LOCAL, STATE AND FEDERAL CANDIDATE ELECTIONS CA 527 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0