2024-06-29T10:49:11-05:00 2023-08-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990 2022-09-01 956207990 CALIFORNIA TEACHERS ASSOCIATION INSTITUTE FOR TEACHING CALI 6506971400 1705 MURCHISON DRIVE BURLINGAME CA 94010 ERIKA JONES SECRETARY-TREASURER 6506971400 2024-06-27 1 ERIKA JONES 999009999 0 JESSICA KARANTONIS P00969387 7144367100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID GOLDBERG 1705 MURCHISON DRIVE BURLINGAME CA 94010 2135406 0 X N/A X 1967 CA ENHANCE, SUPPORT AND SUSTAIN HIGH QUALITY TEACHING AND HIGH QUALITY PUBLIC SCHOOLS FOR CA STUDENTS 9 4 0 0 0 0 2050000 2050000 0 0 4640 85406 0 0 2054640 2135406 516777 754308 0 0 0 0 0 0 0 683099 717082 1199876 1471390 854764 664016 3619064 4398925 868017 983862 2751047 3415063 X TO ENHANCE, SUPPORT AND SUSTAIN HIGH QUALITY TEACHING AND HIGH QUALITY PUBLIC SCHOOLS FOR ALL CALIFORNIA STUDENTS. THROUGH PROFESSIONAL DEVELOPMENT OF TEACHERS, SPECIAL PROGRAMS, RESEARCH, CONFERENCES, NETWORKING AND COMMUNITY-BASED COALITIONS, IT SEEKS TO ADVANCE PUBLIC EDUCATION AND PROMOTE THE COMMON GOOD OF STUDENTS AND COMMUNITIES. 0 0 1435562 754307 THE SCHOOLS OF GREATEST NEED PROGRAM BRINGS TEACHERS, PARENTS, PRINCIPALS AND THE COMMUNITY TOGETHER TO CREATE NEW MODELS FOR IMPROVING STUDENT ACHIEVEMENT IN CALIFORNIA'S LOWEST PERFROMING SCHOOLS. 1435562 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 4 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 CA X WEI PAN ASSOCIATE EXECUTIVE DIRECTORCONTROLLER 6506971400 1705 MURCHISON DRIVE BURLINGAME CA 94010 DAVID B GOLDBERG VP (TO 6/25), PRESIDENT (FROM 6/26) 1.00 42.00 X X 0 254481 123606 ERNEST T BOYD PRESIDENT (TO 6/25/23) 1.00 42.00 X X 0 220916 125316 LESLIE LITTMAN SEC./TREAS.(TO 6/25), VP (FROM 6/26) 1.00 43.00 X X 0 204133 117394 MICHAEL PATTERSON DIRECTOR 1.00 41.00 X 0 43551 6771 ERIKA JONES SECRETARY/TREASURER (FROM 6/26) 1.00 43.00 X X 0 41782 6171 KISHA BORDEN DIRECTOR (FROM 6/26) 1.00 40.00 X 0 41542 5658 ANGELA STEGALL DIRECTOR 1.00 0.00 X 0 0 0 GLEN PRICE DIRECTOR 1.00 0.00 X 0 0 0 JESS SANCHEZ DIRECTOR 1.00 0.00 X 0 0 0 MARISA COOPER DIRECTOR 1.00 0.00 X 0 0 0 WALTER J BOYD CTA EXECUTIVE DIRECTOR 1.00 40.00 X 0 296217 224686 JOE NUNEZ FORMER EXECUTIVE DIRECTOR 0.00 0.00 X 0 253794 0 0 1356416 609602 0 1 1 0 0 2050000 2050000 85406 85406 2135406 0 0 85406 X 754308 754308 99560 99560 25787 25787 542089 542089 6129 6129 15304 15304 3912 3912 SCHOOL OF GREATEST NEED 17591 17591 GRANT EXPENSES 6710 6710 1471390 1435562 35828 0 3619064 4372408 26517 3619064 4398925 868017 983862 868017 983862 X 2751047 3415063 2751047 3415063 3619064 4398925 664016 0 X 0 1 X 1 0 X 2051192 2050333 2050191 2050000 2050000 10251716 2051192 2050333 2050191 2050000 2050000 10251716 10251716 5645 4744 1002 4640 85406 101437 10353153 0.99020 0.99820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2135406 0 2135406 0 2135406 1471390 0 1471390 0 1471390 PART X, LINE 2: THE INSTITUTE IS AN ORGANIZATION DESCRIBED IN THE INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). CONSEQUENTLY, IT IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER IRC SECTION 501(A) AND THE CORRESPONDING CALIFORNIA STATUTE. 1 ANAHEIM SECONDARY TEACHERS ASSOCIATION 50 S ANAHEIM BLVD STE 300 ANAHEIM CA 928052961 952149101 501(C)(5) 37675 0 VARIOUS PROJECTS CORONA NORCO TEACHERS ASSOCIATION 1189 MOUNTAIN AVE STE 100 NORCO CA 928603120 952464734 501(C)(5) 19483 0 SUSTAINABLE HOME GARDENS COVINA UNIFIED EDUCATORS ASSOCIATION 482 W ARROW HWY STE J SAN DIMAS CA 917732960 952271232 501(C)(5) 20000 0 SENSORY SPACE FOR ALL TO ACCESS EAST SIDE TEACHERS ASSOCIATION 43116 FLEETWOOD DRIVE LANCASTER CA 935355212 941705439 501(C)(5) 16300 0 FOSTERING HEALTHY TEENAGERS AND EMPOWERING TEEN ADVOCATES EL SEGUNDO TEACHERS ASSOCIATION 4817 VANDERHILL RD TORRANCE CA 905054339 953098227 501(C)(5) 16686 0 EMPOWERING STUDENT ENVIRONMENTALISTS FONTANA TEACHERS ASSOCIATION 16850 SEVILLE AVE FONTANA CA 923353561 956047566 501(C)(5) 20000 0 READING INITIATIVE FORT BRAGG DISTRICT TEACHERS ASSOCIATION 30153 B ROBIN RD FORT BRAGG CA 95437 680119403 501(C)(5) 20000 0 SEL AND WELLNESS FOR ALL FULLERTON ELEM TEACHERS ASSOCIATION 749 S BREA BLVD STE 42 BREA CA 928215388 956122411 501(C)(5) 20000 0 CULTIVATING STEM IDENTITIES GLENDALE TEACHERS ASSOCIATION 3233 N VERDUGO RD GLENDALE CA 912081671 951618335 501(C)(5) 18000 0 ENHANCING OUTDOOR PLAYGROUND HAYWARD EDUCATORS ASSOCIATION 93 JACKSON ST HAYWARD CA 945441905 941562016 501(C)(5) 20000 0 COMMUNITY AND COLLABORATION IN THE OUTDOOR CLASSROOM NEWHALL TEACHERS ASSOCIATION 26111 BOUQUET CANYON RD STE H5 SANTA CLARITA CA 913502651 954473952 501(C)(5) 5604 0 BUILDING OUR FUTURE NORTH COW CREEK EDUCATORS ASSOCIATION C/O CTA REDDING RRC 760 CYPRESS STE 301 REDDING CA 96001 202653760 501(C)(5) 20000 0 NOW COW CREEK GARDENING OAK GROVE EDUCATORS ASSOCIATION C/O CTA SAN JOSE RRC 4810 HARWOOD RD STE 100 SAN JOSE CA 951245281 942842639 501(C)(5) 9000 0 ART FROM THE HEART PANAMA-BUENA VISTA TEACHERS ASSOCIATION 4405 APPLETON WAY BAKERSFIELD CA 933111824 770305621 501(C)(5) 20000 0 CREATING GREEN SPACES IN URBAN SCHOOL COMMUNITIES PERRIS ELEMENTARY TEACHERS ASSN 27156 SAWYER ROAD MENIFEE CA 92584 330611939 501(C)(5) 38941 0 VARIOUS PROJECTS PINER OLIVET EDUCATORS ASSOCIATION C/O CTA BURLINGAME RRC 1705 MURCHISON DR BURLINGAME CA 94010 942915172 501(C)(5) 20000 0 PBL: EXPLORING INCOME INEQUALITY TODAY AND IN THE PAST REDLANDS TEACHERS ASSOCIATION 410 ALABAMA ST S-102 REDLANDS CA 923738088 956074373 501(C)(5) 20000 0 GOLD STAR ENSEMBLES - A MUSICAL BRIDGE FROM 5TH TO 6TH GRADE SACRAMENTO CITY TEACHERS ASSOCIATION 5300 ELVAS AVE SACRAMENTO CA 958192333 941459981 501(C)(5) 5569 0 KINDNESS ROCKS! SAN BERNARDINO TEACHERS ASSOCIATION 1997 E MARSHALL BLVD SAN BERNARDINO CA 924042923 951998676 501(C)(5) 18250 0 UNIFIED CARDINALS SAN JOAQUIN COUNTY EDUCATORS ASSN PO BOX 593 BURSON CA 95225 760742659 501(C)(5) 20000 0 HIDDEN TALENTS ARTISTRY SAN MATEO UHSD TEACHERS ASSOCIATION 411 BOREL AVE 400 SAN MATEO CA 944023522 942241660 501(C)(5) 20000 0 EMPOWERMENT THROUGH ACTION SANTA ROSA TEACHERS ASSOCIATION C/O CTA SANTA ROSA RRC 2490 GUERNEVILLE RD SANTA ROSA CA 954034100 942505323 501(C)(5) 17342 0 EQUITABLE ENRICHMENT FOR ALL SIMI EDUCATORS ASSOCIATION C/O GOLDEN OAKS UNISERV 40 W COCHRAN ST STE 106 SIMI VALLEY CA 930656244 952315033 501(C)(5) 6090 0 BOOK VENDING MACHINE SWEETWATER EDUCATORS ASSOCIATION C/O SOUTH COUNTY TEACHERS UNITED 1061 TIERRA DEL REY STE 100 CHULA VISTA CA 919107881 952305607 501(C)(5) 20000 0 NATURE CONNECTION MOUNTAIN VALLEY TEACHERS ASSN PO BOX 385 DOUGLAS CITY CA 96024 940361210 501(C)(5) 16888 0 EXPANDING HORIZONS WITH TECHNOLOGY TUSTIN EDUCATORS ASSOCIATION C/O IRVINE/TUSTIN UNISERV 4940 IRVINE BLVD STE 205 IRVINE CA 926207916 237327683 501(C)(5) 6400 0 LEARNING JOURNALS UNITED EDUCATORS OF SF 2310 MASON ST SAN FRANCISCO CA 941331800 941455079 501(C)(5) 25000 0 VARIOUS PROJECTS UNITED TEACHERS OF RICHMOND 700 CRESTVIEW DR PINOLE CA 945642613 941458830 501(C)(5) 20000 0 MIRRORS AND WINDOWS 0 34 PART I, LINE 2: CTA INSTITUTE FOR TEACHING GRANTS ARE INTENDED FOR CTA MEMBERS AND CHAPTERS TO SUPPORT STRENGTH-BASED, TEACHER-DRIVEN REFORM FOR STUDENTS AND PUBLIC SCHOOLS. GRANT FUNDS ARE USED STRICTLY WITHIN THE UNITED STATES FOR CTA AFFILIATES AND MEMBERS TO CREATE AND PROMOTE PROGRAMS IN PUBLIC SCHOOLS IN THE STATE OF CALIFORNIA. CTA IFT PERFORMS SITE VISITS AND REVIEWS THE FINAL GRANT REPORT TO ENSURE THAT GRANTS WERE UTILIZED IN COORDINANCE WITH ITS SPECIFIED PURPOSE. 1 0 0 0 0 0 0 0 0 WALTER J BOYD CTA EXECUTIVE DIRECTOR 0 264683 0 0 0 31534 0 193350 0 31336 0 520903 0 0 DAVID B GOLDBERG VP (TO 6/25), PRESIDENT (FROM 6/26) 0 164134 0 0 0 90347 0 95245 0 28361 0 378087 0 0 ERNEST T BOYD PRESIDENT (TO 6/25/23) 0 169423 0 0 0 51493 0 96866 0 28450 0 346232 0 0 LESLIE LITTMAN SEC./TREAS.(TO 6/25), VP (FROM 6/26) 0 154762 0 0 0 49371 0 89190 0 28204 0 321527 0 0 JOE NUNEZ FORMER EXECUTIVE DIRECTOR 0 0 0 0 0 253794 0 0 0 0 0 253794 0 0 PART I, LINE 3 THE ORGANIZATION RELIED ON METHODS USED BY A RELATED ORGANIZATION, CALIFORNIA TEACHERS ASSOCIATION, TO ESTABLISH COMPENSATION POLICY. THE METHODS USED BY THE RELATED ORGANIZATION INCLUDE A WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4A THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENT: 1) JOE NUNEZ $253,794 FORM 990, PART VI, SECTION A, LINE 2 AS BOARD MEMBERS OF CALIFORNIA TEACHERS ASSOCIATION ("CTA"), DAVID B. GOLDBERG, ERNEST T. BOYD, MICHAEL PATTERSON, KISHA BORDEN, ERIKA L JONES AND LESLIE LITTMAN HAVE AN EMPLOYMENT RELATIONSHIP WITH EACH OTHER, AS THEY WERE BOARD MEMBERS AND EMPLOYEES OF CTA DURING THE TAX YEAR. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED AND RESTATED ITS BYLAWS ON JUNE 15, 2023. EFFECTIVE JUNE 15, 2023, CALIFORNIA TEACHERS ASSOCIATION INSTITUTE FOR TEACHING ("IFT") ADOPTED CERTAIN SIGNIFICANT CHANGES TO ITS BYLAWS WHICH ARE SUMMARIZED AS FOLLOWS: 1) NEW ARTICLES II AND III ADDED STANDARD LANGUAGE ON PURPOSE, RESTRICTIONS ON ACTIVITIES, AND MEMBERSHIP CLARIFICATION. 2) ARTICLE IV, SECTION 2 WAS REVISED TO SET A RANGE OF 14-16 BOARD MEMBERS. THE REVISIONS ALSO CLARIFIED CTA AS DESIGNATOR OF 5 BOARD SEATS (INCLUDING OFFICERS), THAT CTA BOARD SEATS REPRESENT NORTH (REGION 1 AND 2) AND SOUTH (REGION 3 AND 4), AND CTA MEMBER SEATS TO BE 1 PER REGION. BOARD MEMBER COMPENSATION RESTRICTIONS WERE ALSO ADDED. 3) NEW SECTIONS WERE ADDED OUTLINING THE PROCESS FOR REMOVING DIRECTORS, RESIGNATIONS, AND VACANCIES. 4) A NEW SECTION ON BOARD MEMBER NOMINATION AND SELECTION PROCESS WAS ADDED. 5) A NEW SECTION ON THE RESPONSIBILITY OF THE EXECUTIVE DIRECTOR WAS ADDED. 6) ARTICLE IX WAS ADDED REGARDING LIABILITY AND INDEMNIFICATION OF BOARD MEMBERS. 7) SECTIONS ON AUDIT REQUIREMENT AND AUDIT COMMITTEE COMPOSITION WERE REVISED. 8) ARTICLE XIII WAS ADDED REGARDING THE REVIEW OF CERTAIN TRANSACTIONS. 9) ARTICLE XVI WAS ADDED REGARDING DISSOLUTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED INTERNALLY BASED ON AUDITED FINANCIAL STATEMENTS. THE FINAL DRAFT IS REVIEWED BY THE ACCOUNTING MANAGER. THE BOARD OF DIRECTORS RECEIVE A FINAL VERSION OF THE FORM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES OF THE RELATED ORGANIZATION ARE REQUIRED TO DISCLOSE TO THE ORGANIZATION AND THE CALIFORNIA TEACHERS ASSOCIATION ANY CURRENT OR CONTEMPLATED ACTIVITY, INTEREST OR RELATIONSHIP OF THE EMPLOYEE OR IMMEDIATE FAMILY MEMBER WHICH MIGHT CREATE OR APPEAR TO CREATE A CONFLICT OF INTEREST UNDER THE TERMS AND PROVISION OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE OFFICER AND MANAGEMENT COMPENSATION POLICY IS ADOPTED BY THE CALIFORNIA TEACHERS ASSOCIATION BOARD OF DIRECTORS AND REVIEWED ANNUALLY. COMPENSATION ADJUSTMENTS FOR OFFICERS AND MANAGERS ARE BASED ON CHANGE TO AVERAGE TEACHER SALARY IN THE STATE OF CALIFORNIA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS EXEMPTION STATUS MATERIALS AND THE IRS FORM 990 FOR THE MOST RECENT THREE YEARS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ALLOCATION OF PAYROLL COSTS FROM CTA: PROGRAM SERVICE EXPENSES 542,089. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 542,089. TANGIBLE PROPERTY ELECTION: SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION: ORGANIZATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. SECTION 1.263(A)-3(N) CAPITALIZATION ELECTION: ORGANIZATION HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING ORGANIZATION TRADE OR BUSINESS AND THE ELECTING ORGANIZATION TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. CALIFORNIA TEACHERS ASSOCIATION 1705 MURCHISON DRIVE BURLINGAME CA 94010 940362310 LABOR ORGANIZATION CA 501(C)(5) CALIFORNIA TEACHERS ASSOCIATION 0 CTA ECONOMIC BENEFITS TRUST 1705 MURCHISON DRIVE BURLINGAME CA 94010 946665695 PROVIDE MEMBER BENEFITS CA 501(C)(9) CALIFORNIA TEACHERS ASSOCIATION 0 CTA ASSOCIATION FOR BETTER CITIZENSHIP 1705 MURCHISON DRIVE BURLINGAME CA 94010 941618614 POLITICAL ACTION COMMITTEE CA 527 CALIFORNIA TEACHERS ASSOCIATION 0 CTA DISASTER RELIEF FUND 1705 MURCHISON DRIVE BURLINGAME CA 94010 710891612 DISASTER RELIEF CA 501(C)(3) 7 CALIFORNIA TEACHERS ASSOCIATION 0 CTA FOUNDATION FOR TEACHING AND LEARNING 1705 MURCHISON DRIVE BURLINGAME CA 94010 263387057 PROVIDE GRANTS, SCHOLARSHIPS AND DISASTER RELIEF CA 501(C)(3) 7 CALIFORNIA TEACHERS ASSOCIATION 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 CTA FOUNDATION FOR TEACHING AND LEARNING C 2050000 COST BASIS CALIFORNIA TEACHERS ASSOCIATION E 796714 COST BASIS CALIFORNIA TEACHERS ASSOCIATION P 1383329 COST BASIS