2024-05-15T12:42:20-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2022-07-01 942210742 SCHOOL ADMINISTRATORS SPECIAL SERVICES SCHO 9164674455 1029 J STREET 500 SACRAMENTO CA 95814 CLAIRE CORDELL CFO 6506294300 2024-05-14 1 CLAIRE CORDELL XXX-XX-XXXX 1 SARAH HINTZ P00492291 3037795710 2024-05-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z CLAIRE CORDELL 1029 J STREET 500 SACRAMENTO CA 95814 53249 0 X WWW.ASCA.ORG X 1973 CA TO PROVIDE ASSISTANCE TO MEMBERS OBTAINING GROUP INSURANCE AND SPECIAL GROUP SERVICES. 28 28 0 28 0 0 0 0 0 0 89052 53249 0 0 89052 53249 0 0 0 0 0 0 0 0 0 69168 40213 69168 40213 19884 13036 2243794 2485413 1368061 1413852 875733 1071561 TO PROVIDE ASSISTANCE TO MEMBERS OBTAINING GROUP INSURANCE AND SPECIAL GROUP SERVICES. SASS ADMINISTERS THESE PROGRAMS AND RECEIVES SUPPORT FROM MEMBER SERVICE FEES AND ADMINISTRATIVE FEES. 0 0 INSURANCE: TO PROVIDE MEMBERS WITH ASSISTANCE OBTAINING GROUP INSURANCEPOLICIES AND SPECIAL GROUP SERVICES. INVESTMENTS: TO MANAGE AN INVESTMENT PORTFOLIO FOR THE BENEFIT OFMEMBERS. 0 0 0 0 0 0 0 0 0 0 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 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 1 1 1 1 1 0 0 1 1 1 0 1 1 0 0 0 CA X CLAIRE CORDELL 6506294300 1029 J ST STE 500 SACRAMENTO CA 95814 EDGAR ZAZUETA EXECUTIVE DIRECTOR 1.00 36.50 X 0 244592 55016 SCARLETT VANYI CHIEF OPERATING OFFICER (THRU 8/22) 1.00 36.50 X 0 242531 42692 MARGARITA CUIZON-ARMELINO DEPUTY EXECUTIVE DIRECTOR 1.00 36.50 X 0 185846 58521 ERIN GROGAN CHIEF FINANCIAL OFFICER (THRU 5/22) 1.00 36.50 X 0 119259 14252 CLAIRE CORDELL CFO (FROM 6/23) 1.00 36.50 X 0 0 0 PARVIN AHMADI PRESIDENT 0.20 1.30 X X 0 0 0 RAFAEL PLASCENCIA PRESIDENT-ELECT 0.20 1.30 X X 0 0 0 DARYL CAMP EDD VICE PRESIDENT 0.20 1.30 X X 0 0 0 GINA POTTER EDD VICE PRESIDENT FOR LEGISLATIVE ACTION 0.20 1.30 X X 0 0 0 ERIN SIMON EDD PRESIDENT 0.20 1.30 X X 0 0 0 MAURICIO ARELLANO DIRECTOR 0.20 1.30 X 0 0 0 DONYA BALL DIRECTOR 0.20 1.30 X 0 0 0 LAURA BUTLER DIRECTOR 0.20 1.30 X 0 0 0 KATHERINE CASTLEBERRY DIRECTOR AT-LARGE 0.20 1.30 X 0 0 0 BLANCA CAVAZOS DIRECTOR AT-LARGE 0.20 1.30 X 0 0 0 JIM CLONEY DIRECTOR 0.20 1.30 X 0 0 0 TERRENCE DAVIS DIRECTOR 0.20 1.30 X 0 0 0 LISETTE ESTRELLA-HENDERSON DIRECTOR 0.20 1.30 X 0 0 0 ROXANE FUENTES DIRECTOR 0.20 1.30 X 0 0 0 EFRAIN GUIZAR DIRECTOR 0.20 1.30 X 0 0 0 SCOTT NANIK DIRECTOR 0.20 1.30 X 0 0 0 SONJA NEELY-JOHNSON DIRECTOR 0.20 1.30 X 0 0 0 DIEGO OCHOA DIRECTOR 0.20 1.30 X 0 0 0 JULIE OLESNIEWICZ DIRECTOR 0.20 1.30 X 0 0 0 MICHAEL PAYNE DIRECTOR 0.20 1.30 X 0 0 0 JASON PROVENCE DIRECTOR AT-LARGE 0.20 1.30 X 0 0 0 RENE RICKARD DIRECTOR 0.20 1.30 X 0 0 0 DUSTIN SEEMANN DIRECTOR 0.20 1.30 X 0 0 0 SHAWN TENNENBAUM DIRECTOR 0.20 1.30 X 0 0 0 TRACY THOMPSON DIRECTOR 0.20 1.30 X 0 0 0 PETER TOWNE DIRECTOR 0.20 1.30 X 0 0 0 JULIE VITALE DIRECTOR AT-LARGE 0.20 1.30 X 0 0 0 LEISA WINSTON DIRECTOR 0.20 1.30 X 0 0 0 0 792228 170481 0 0 1 0 0 53249 53249 53249 0 0 53249 200 40013 40213 29156 34733 108666 2214638 2342014 2243794 2485413 4211 1363850 1413852 1368061 1413852 X 0 0 0 0 0 195828 875733 1071561 2243794 2485413 13036 182792 0 X X 0 1 X 1 0 0 DUE TO AFFILIATES 1413852 1413852 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 CONSOLIDATED FINANCIAL STATEMENTS. 0 0 0 EDGAR ZAZUETA EXECUTIVE DIRECTOR 0 244592 0 0 0 0 0 42004 0 13012 0 299608 0 0 SCARLETT VANYI CHIEF OPERATING OFFICER (THRU 8/22) 0 242531 0 0 0 0 0 35893 0 6799 0 285223 0 0 MARGARITA CUIZON-ARMELINO DEPUTY EXECUTIVE DIRECTOR 0 185846 0 0 0 0 0 33750 0 24771 0 244367 0 0 PART I, LINE 3: THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: -WRITTEN EMPLOYMENT CONTRACT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF SEVERAL BOARD MEMBERS WITH THE AUTHORITY TO ACT ON BEHALF OF THE FULL BOARD BETWEEN BOARD MEETINGS. ALSO, THERE IS AN AUDIT COMMITTEE AND A FINANCE COMMITTEE COMPOSED OF BOARD MEMBERS. THE AUDIT COMMITTEE IS RESPONSIBLE FOR MEETING WITH THE EXTERNAL AUDITORS AND REVIEWING AUDIT RESULTS. THE FINANCE COMMITTEE IS RESPONSIBLE FOR REVIEWING INTERNAL FINANCIAL RESULTS, ACTUAL VS. BUDGET, INVESTMENTS INCLUDING RESULTS AND COMPLIANCE TO BOARD POLICY, AND THE ANNUAL TAX RETURN. THE PAST PRESIDENT OF THE BOARD IS CHAIR OF THE AUDIT COMMITTEE. THE VICE PRESIDENT OF THE BOARD IS CHAIR OF THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT HAVE THE RIGHT TO ELECT MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS BELONG TO A CHARTER WHICH IN TURN ARE PART OF A REGION. EACH REGION ELECTS ONE REPRESENTATIVE FROM THEIR REGION TO BE ON THE BOARD OF DIRECTORS. REGIONS ALSO SEND DELEGATES TO A DELEGATE ASSEMBLY WITH NUMBER OF VOTES BASED ON NUMBER OF MEMBERS IN THEIR REGION. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS BY THE BOARD MAY BE SUBJECT TO APPROVAL BY MEMBERS INCLUDING STATE COUNCIL PRESIDENTS, STATE COMMITTEE CHAIRS, BOARD MEMBERS, REGION OFFICERS AND DELEGATES BASED ON THE TOTAL MEMBERS IN EACH REGION. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL VERSION OF FORM 990 WILL BE MADE AVAILABLE TO THE BOARD OF DIRECTORS. MANAGEMENT REVIEWS THE 990 THROUGHOUT PREPARATION WITH CPA FIRM. FORM 990, PART VI, SECTION B, LINE 12 ANNUALLY ALL BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CODE OF ETHICS POLICY. THIS ENTITY HAS NO EMPLOYEES. CONFLICTS WOULD BE REVIEWED BY THE EXECUTIVE DIRECTOR OF ACSA AND POSSIBLY THE BOARD. WE HAVE NOT HAD ANY CONFLICTS TO DATE. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION OF CALIFORNIA SCHOOL ADMINISTRATORS (ACSA), A RELATED ENTITY, IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S ENTIRE STAFF. ALL SCHOOL ADMINISTRATORS SPECIAL SERVICES OFFICERS ARE EMPLOYEES OF ACSA AND, THEREFORE, ARE SUBJECT TO THAT ORGANIZATION'S POLICIES AND PROCEDURES. THIS PROCESS OCCURS EVERY YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY OVER THE FINANCIAL STATEMENT AUDIT AND THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ASSOCIATION OF CA SCHOOL ADMINISTRATORS 1029 J STREET SUITE 500 SACRAMENTO CA 95814 941745199 PROMOTE ADVANCEMENT OF EDUCATION CA 501(C)(6) N/A 0 ASSOC OF CA SCHOOL ADMIN CANDIDATES (POL) 1029 J STREET SUITE 500 SACRAMENTO CA 95814 942950769 SUPPORT CANDIDATES CONISTENET WITH ASSOCIATION'S PURPOSE CA 527 ASSOCIATION OF CA SCHOOL ADMINISTRATORS 1 FOUNDATION FOR EDUCATIONAL ADMINISTRATION 1029 J STREET SUITE 500 SACRAMENTO CA 95814 942702741 DEVELOP AND IMPROVE EDUCATIONAL ADMINISTRATION CA 501(C)(3) LINE 7 ASSOCIATION OF CA SCHOOL ADMINISTRATORS 1 SASS BENEFIT SERVICES CORP 1029 J STREET SUITE 500 SACRAMENTO CA 95814 943042758 MANAGE BENEFIT SERVICES- HOWEVER LARGELY INACTIVE CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0