2026-08-24T12:35:52-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 121 SOUTH TEJON STREET SUITE 1100 COLORADO SPRINGS CO 80903 990 2024-07-01 941745199 ASSOCIATION OF CALIFORNIA SCHOOL ADMINISTRATORS ASSO 8006082272 1029 J STREET 500 SACRAMENTO CA 95814 EDGAR ZAZUETA EXECUTIVE DIRECTOR 8006082272 2026-08-20 1 1 SARAH HINTZ P00492291 7196350330 2026-08-20 2024 2025-03-06 01:10:19Z X EDGAR ZAZUETA 1029 J STREET 500 SACRAMENTO CA 95814 33719973 0 X WWW.ACSA.ORG X 1971 CA PROMOTE THE ADVANCEMENT OF EDUCATION. 28 28 301 28 520368 0 44522 0 21404005 29299200 6559350 4077396 682111 343377 28689988 33719973 12425575 1139864 0 0 8298330 12320821 0 0 0 14574557 15386591 35298462 28847276 -6608474 4872697 29919593 38461767 4957405 5866022 24962188 32595745 THE ASSOCIATION SERVES ITS MEMBERS BY CREATING RESOURCES THAT ENABLE CALIFORNIA SCHOOL ADMINISTRATORS TO DEVELOP AND APPLY CREATIVE LEADERSHIP AND MANAGEMENT SKILLS AND IN TURN, IMPROVE THE EDUCATIONAL PROCESS FOR ALL STUDENTS. 0 0 THE ASSOCIATION OF CALIFORNIA SCHOOL ADMINISTRATORS IS THE DRIVING FORCE FOR AN EQUITABLE, WORLD-CLASS EDUCATION SYSTEM THAT CAN MEET THE DIVERSE NEEDS OF ALL CALIFORNIA STUDENTS. 0 0 0 1 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 268 0 1 301 1 1 1 0 0 0 0 0 0 0 X 28 28 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X ANGELA PARSONS 8006082272 1029 J STREET 500 SACRAMENTO CA 95814 DR AMY ALZINA BOARD MEMBER 0.90 0.60 X 0 0 0 DONYA O BALL BOARD MEMBER 0.90 0.60 X 0 0 0 LAURA BUTLER BOARD MEMBER 0.90 0.60 X 0 0 0 KATHERINE E CASTLEBERRY AT-LARGE BOARD MEMBER 0.90 0.60 X 0 0 0 BLANCA G CAVAZOS AT-LARGE BOARD MEMBER 0.90 0.60 X 0 0 0 JUAN CRUZ BOARD MEMBER 0.90 0.60 X 0 0 0 TERRENCE DAVIS BOARD MEMBER 0.90 0.60 X 0 0 0 LISA ECKHOFF BOARD MEMBER 0.90 0.60 X 0 0 0 EFRAIN GUIZAR BOARD MEMBER 0.90 0.60 X 0 0 0 JULIE HATCHEL AT-LARGE BOARD MEMBER 0.90 0.60 X 0 0 0 DRALANA HUGHES-HUNTER BOARD MEMBER 0.90 0.60 X 0 0 0 SCOTT O NANIK BOARD MEMBER 0.90 0.60 X 0 0 0 NICOLE NEWMAN BOARD MEMBER 0.90 0.60 X 0 0 0 DIEGO OCHOA BOARD MEMBER 0.90 0.60 X 0 0 0 JULIE A OLESNIEWICZ BOARD MEMBER 0.90 0.60 X 0 0 0 MICHAEL PAYNE AT-LARGE BOARD MEMBER 0.90 0.60 X 0 0 0 JASON PROVENCE BOARD MEMBER 0.90 0.60 X 0 0 0 DUSTIN SEEMANN BOARD MEMBER 0.90 0.60 X 0 0 0 YVONNE SUGIMURA BOARD MEMBER 0.90 0.60 X 0 0 0 SHAWN TENNENBAUM BOARD MEMBER 0.90 0.60 X 0 0 0 ROXANNA VILLASEOR AT-LARGE BOARD MEMBER 0.90 0.60 X 0 0 0 LEISA WINSTON BOARD MEMBER 0.90 0.60 X 0 0 0 RAL ZAMORA BOARD MEMBER 0.90 0.60 X 0 0 0 EDGAR ZAZUETA EXECUTIVE DIRECTOR 33.00 4.50 X 370948 0 83518 CLAIRE CORDELL CHIEF FINANCIAL OFFICER 33.00 4.50 X 278120 0 65076 RAFAEL PLACENCIA PRESIDENT 0.90 0.60 X 0 0 0 DR DARYL CAMP PRESIDENT-ELECT 0.90 0.60 X 0 0 0 DR RENE RICKARD VICE PRESIDENT 0.90 0.60 X 0 0 0 GINA PORTER VP FOR LEGI ACT (THRU 6/25) 0.90 0.60 X 0 0 0 PARVIN AHMADI PAST PREISDENT (THTU 6/25) 0.90 0.60 X 0 0 0 MYRA GLENN SR. DIRECTOR, HUMAN RESOURCES 1.00 X 48196 0 14819 MARGARITA CUIZON-ARMELINO DEPUTY EXECUTIVE DIRECTOR 33.00 4.50 X 261588 0 86491 MARJORIE BURGHGRAEF SR. DIRECTOR HR 37.50 0.00 X 249254 0 27880 TRACIE NORIEGA SR. DIR DEI, PROF LEARNING 37.50 0.00 X 266817 0 47394 MIRZA ALIKHAN SR. DIRECTOR COMM 37.00 0.00 X 242595 0 44410 IVAN CARRILLO SR. DIR, POLICY AND GOV RELA 37.50 0.00 X 243347 0 45103 KRISTY TINSLEY CHIEF OF STAFF 37.50 0.00 X 172815 0 54797 2133680 0 469488 31 0 1 0 LZD CONSULTING 484 LAKE PARK AVE 647 OAKLAND CA 94610 PROJECT MANAGEMENT 143135 1 MEMBERSHIP DUES 812900 20154587 20154587 REGISTRATION FEES 611710 4463352 4463352 SPONSOR FEES 611710 1994222 1994222 ADVOCACY DUES 611710 1908671 1908671 ADVERTISING INCOME 541800 520368 520368 258000 258000 29299200 4077396 4077396 3658 3658 339719 0 339719 339719 339719 33719973 28778832 520368 4420773 1139864 1242702 8500749 1050142 829249 697979 422655 71400 924046 1640120 1198050 4523949 796875 762746 229372 REGION REBATES 3058575 BAD DEBT EXPENSE 567875 AWARDS/PLAQUES 463188 BOOTH EXPENSE 258000 469740 28847276 555199 643378 11869892 17679947 1088420 252432 26879 1300 403574 490253 17528670 6677940 8122119 10850730 7813222 8025777 40288 517950 29919593 38461767 4273889 4895298 643228 855917 40288 114807 4957405 5866022 X 24962188 32595745 0 0 24962188 32595745 29919593 38461767 X 4872697 2760860 X X 0 0 0 0 0 0 0 0 0 0 20154587 1099382 1099382 1058266 41116 197892 197892 197892 197892 197892 197892 197892 197892 198777 885 199662 1.00000 0.00000 0.00000 0 0 1295644 1295644 9052176 4229942 4822234 7081852 2447998 4633854 98998 98998 10850730 PUBLICLY TRADED SECURITIES 8025777 F 8025777 LEASE LIABILTY 31105 LEASE DEPOSITS 39702 POSTRETIREMENT HEALTH BENEFIT OBLIGATIONS 44000 114807 PART V, LINE 4: THE ASSOCIATION'S BOARD OF DIRECTORS HAS DESIGNATED A PORTION OF CASH TO SUPPORT THE LEGAL DEFENSE. 0 ASSOCIATION OF CA SCHOOL ADMINISTRATORS CANDIDATES (POL) 1029 J STREET SUITE 500 SACRAMENTO CA 95814 942950769 527 1099382 0 N/A N/A PAC MEMBERSHIP RECIEPT 0 1 X 1 1 X X X 1 0 0 EDGAR ZAZUETA EXECUTIVE DIRECTOR 348627 0 20521 0 1800 0 63723 0 19795 0 454466 0 0 0 MARGARITA CUIZON-ARMELINO DEPUTY EXECUTIVE DIRECTOR 238271 0 21517 0 1800 0 45918 0 40573 0 348079 0 0 0 CLAIRE CORDELL CHIEF FINANCIAL OFFICER 242816 0 21000 0 14304 0 45334 0 19742 0 343196 0 0 0 TRACIE NORIEGA SR. DIR DEI, PROF LEARNING 239214 0 23793 0 3810 0 44664 0 2730 0 314211 0 0 0 IVAN CARRILLO SR. DIR, POLICY AND GOV RELA 220393 0 19144 0 3810 0 40854 0 4249 0 288450 0 0 0 MIRZA ALIKHAN SR. DIRECTOR COMM 207019 0 31766 0 3810 0 40546 0 3864 0 287005 0 0 0 MARJORIE BURGHGRAEF SR. DIRECTOR HR 143561 0 5811 0 99882 0 25394 0 2486 0 277134 0 0 0 KRISTY TINSLEY CHIEF OF STAFF 155648 0 17167 0 0 0 30263 0 24534 0 227612 0 0 0 PART I, LINE 1A THE PRESIDENT IS ALLOWED TO SPEND UP TO $5,000 IN FAMILY TRAVEL DURING THE YEAR AND IS INCLUDED IS HIS INCOME. PART I, LINE 4A MARJORIE BURGHGRAEF RECEIVED A SEVERANCE PAYMENT FOR $97,822. THIS AMOUNT WAS INCLUDED IN W-2 WAGES. FORM 990, ITEM B: THE AMENDMENT IS DUE TO COMPESNATION UPDATE IN CALENDAR YEAR 2024 WHICH RESULTED IN CHANGES TO THE RETURN. THE FOLLOWING CAHNGES WERE MADE: 1. FORM 990, PART 7 UPDATED. 2. FORM 990, SCHEDULE J UPDATED. 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 ORGANZATION'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 ADDITIONAL MEMBERS BASED ON THE TOTAL MEMBERS IN EACH REGION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE FINAL VERSION OF FORM 990 WILL BE MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. MANAGEMENT REVIEWS THE 990 THROUGHOUT PREPARATION WITH CPA FIRM. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE WITH POWERS DELEGATED BY THE BOARD OF DIRECTORS, WITH A DIRECT OR INDIRECT CONFLICTING INTEREST, INCLUDING ANY FINANCIAL INTEREST, ARE REQUIRED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY AND COMPLETE AN ANNUAL STATEMENT REPORTING ANY POTENTIAL CONFLICTS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST INVOLVING A BOARD MEMBER OR EXECUTIVE DIRECTOR, THE INTERESTED EXECUTIVE DIRECTOR OR BOARD MEMBER SHOULD DISCLOSE THE EXISTENCE OF THE CONFLICT OF INTEREST OR POTENTIAL OR PERCEIVED CONFLICT OF INTEREST TO THE ASSOCIATION'S BOARD PRESIDENT IN WRITING, WITH A COPY TO HUMAN RESOURCES. THE INTERESTED PERSON SHOULD DISCLOSE ALL MATERIAL FACTS RELATED TO THE CONFLICT. THE BOARD PRESIDENT SHALL ADVISE THE EXECUTIVE COMMITTEE OF THE BOARD (CONSISTING OF DISINTERESTED BOARD MEMBERS) WHICH SHALL DETERMINE IF A CONFLICT EXISTS AND, WHEN APPROPRIATE, INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. IN ADVANCE OF ANY BOARD ACTION ON A TRANSACTION OR ARRANGEMENT RELATED TO THE ACTUAL OR POTENTIAL CONFLICT, THE BOARD PRESIDENT SHALL DISCLOSE TO THE EXECUTIVE COMMITTEE OF THE BOARD ALL FACTS MATERIAL TO POTENTIAL OR ACTUAL CONFLICT. AFTER AN OPPORTUNITY TO FULLY DISCUSS THE MATTER, THE EXECUTIVE COMMITTEE OF THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ASSOCIATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. AS TO DISCLOSURES OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST BY STAFF MEMBERS, THE EXECUTIVE DIRECTOR SHALL TAKE ACTION CONSISTENT WITH THIS POLICY. IF THE EXECUTIVE COMMITTEE OF THE BOARD (AS TO BOARD MEMBERS OR THE EXECUTIVE DIRECTOR) OR THE EXECUTIVE DIRECTOR (AS TO STAFF MEMBERS) HAS REASONABLE CAUSE TO BELIEVE THAT A BOARD MEMBER, EXECUTIVE DIRECTOR OR STAFF MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT OR HE/SHE SHALL INFORM SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING SUCH PERSON'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE EXECUTIVE COMMITTEE OF THE BOARD (AS TO THE EXECUTIVE DIRECTOR OR A BOARD MEMBER) OR EXECUTIVE DIRECTOR (AS TO STAFF MEMBERS) DETERMINES THE PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE BOARD PRESIDENT OR EXECUTIVE DIRECTOR SHALL, AS APPROPRIATE, KEEP RECORDS OF ALL DISCLOSURES MADE TO THEM PURSUANT TO THIS POLICY. THE MINUTES SHALL ALSO CONTAIN THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS, AND THAT THE INTERESTED PERSON WAS NOT PRESENT DURING DISCUSSION OR DECISION ON THE MATTER, AND DID NOT VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR POSITION HAS A CONTRACT THAT IS REVIEWED AND APPROVED BY THE BOARD ANNUALLY. COMPARABILITY DATA WAS CONSIDERED FROM SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. ALL DELIBERATIONS AND DECISIONS REGARDING THIS COMPENSATION ARRANGEMENT ARE DOCUMENTED. ALL OTHER POSITIONS ARE GRADED BY HR TO FIT WITHIN A SALARY RANGE ON ACSA'S SALARY GRID. FOR EACH RANGE, THERE ARE EIGHT STEPS. A NEW HIRE IS HIRED INTO A CERTAIN RANGE AND STEP WITH THE APPROVAL OF THE EXECUTIVE DIRECTOR. THE SALARY RANGE GRID IS UPDATED ANNUALLY AS PART OF THE ANNUAL BUDGET WHICH IS APPROVED BY THE FULL BOARD OF DIRECTORS. THIS PROCESS IS CONDUCTED ANNUALLY AND WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION, AT ITS DISCRETION, MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: SASS ENTITY CLOSURE BALANCE 2,760,860. 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 ISSUES PAC 1029 J STREET SUITE 500 SACRAMENTO CA 95814 941745199 SUPPORT ISSUES THAT IMPROVE STUDENT LEARING AND SCHOOL ADMIN AS A PROFESSION CA 221039 681397 ASSOCIATION OF CALIFORNIA SCHOOL ADMINISTRATORS SCHOOL ADMINISTRATORS SPECIAL SERVICES 1029 J STREET SUITE 500 SACRAMENTO CA 95814 942210742 ASSIST MEMBERS IN OBTAINING SPECIAL GROUP SERVICES AND INSURANCE CA 501(C)(9) ASSOCIATION OF CALIFORNIA SCHOOL ADMINISTRATORS 1 ASSOC OF CA SCHOOL ADMIN CANDIDATES (POL) 1029 J STREET SUITE 500 SACRAMENTO CA 95814 942950769 SUPPORT CANDIDATES CONSISTEN WITH ASSOCIATION'S PURPOSE CA 527 ASSOCIATION OF CALIFORNIA 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 CALIFORNIA SCHOOL ADMINISTRATORS 1 SASS BENEFIT SERVICES CORP 1029 J STREET SUITE 500 SACRAMENTO CA 95814 943042758 MANAGE BENEFIT SERVICES- HOWEVER, LARGELY INACTIVE CA ASSOCIATION OF CALIFORNIA SCHOOL ADMINISTRATORS C 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 0 ASSOC OF CA SCHOOL ADMIN CANDIDATES (POL) B 1099382 CASH