Nonprofit · EIN 94-6665695
CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST
Also known as BOARD OF TRUSTEES OF CTA MEM TTEE
Tax-exempt · BURLINGAME, CA 94011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $1,740,779 | $7,730,942 | -$5,990,163 | $182,515,647 | $402,890 | $182,112,757 |
| August 31, 2024 | 990 | $799,917 | $7,150,922 | -$6,351,005 | $178,060,504 | $336,717 | $177,723,787 |
| August 31, 2023 | 990 | $12,905,200 | $4,435,932 | $8,469,268 | $172,415,262 | $329,191 | $172,086,071 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $374,401
- Investment income
- $6,137,585
- Net gain from sales of assets
- $1,771,238
- Other revenue
- -$4,771,207
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,669,278
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $35,202
- Accounting fees
- $94,383
Balance sheet and other
- Total assets, start of year
- $178,060,504
- Total assets, end of year
- $182,515,647
- Total liabilities, end of year
- $402,890
- Net assets, end of year
- $182,112,757
- Gross receipts
- $80,965,823
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFERY GOOD | TRUSTEE Key employee | 1 | $0 | $314,930 | $235,518 |
| WALTER J BOYD | TRUSTEE (TO 3/3/24) Former | 0 | $0 | $297,225 | $219,754 |
| DAVID B GOLDBERG | TRUSTEE Officer | 1 | $0 | $248,025 | $173,959 |
| ERIKA JONES | TRUSTEE Officer | 1 | $0 | $238,658 | $133,009 |
| LESLIE LITTMAN | TRUSTEE Officer | 1 | $0 | $226,450 | $125,090 |
| ERNEST T BOYD | FORMER TRUSTEE (TO 6/25/23 Former | 0 | $0 | $151,064 | $16,013 |
990 for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WALTER J BOYD | TRUSTEE (TO 3/3/24) Key employee | 1 | $0 | $306,891 | $228,925 |
| JEFFERY GOOD | TRUSTEE (FROM 3/4/24) Key employee | 1 | $0 | $253,351 | $195,429 |
| DAVID B GOLDBERG | TRUSTEE Officer | 1 | $0 | $228,913 | $131,851 |
| LESLIE LITTMAN | TRUSTEE Officer | 1 | $0 | $210,730 | $119,485 |
| ERNEST T BOYD | FORMER TRUSTEE (TO 6/25/23) Former | 0 | $0 | $205,084 | $123,689 |
| ERIKA JONES | TRUSTEE Officer | 1 | $0 | $120,546 | $63,523 |
990 for the year ended August 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WALTER J BOYD | TRUSTEE Key employee | 1 | $0 | $296,217 | $224,685 |
| DAVID B GOLDBERG | TRUSTEE Officer | 1 | $0 | $254,481 | $123,606 |
| ERNEST T BOYD | TRUSTEE (TO 6/25/23) Officer | 1 | $0 | $220,916 | $125,316 |
| LESLIE LITTMAN | TRUSTEE Officer | 1 | $0 | $204,133 | $117,394 |
| JOE NUNEZ | TRUSTEE (TO 7/31/19) Former | 1 | $0 | $253,794 | $0 |
| ERIKA JONES | TRUSTEE (FROM 6/26/23) Officer | 1 | $0 | $41,782 | $6,171 |
Address and contacts
- Address (IRS master file)
- PO BOX 921, BURLINGAME, CA 94011-0921
- In care of
- % CAROLE ANNE LUCKENBACH
- Principal officer (990 for 2024)
- ERIKA JONES, PO BOX 921, BURLINGAME, CA 94010
- Signed the 990
- ERIKA JONES, TRUSTEE
- Phone
- (650) 697-1400
- Return prepared by
- DELOITTE TAX LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6665695 or by the name CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PROVIDE PERMISSABLE BENEFITS VIA A VEBA TRUST TO CTA MEMBERS AND BENEFICIARIES.
Program accomplishments
- THE TRUST PROVIDES DEATH AND DISMEMBERMENT, AS WELL AS HEALTH AND WELFARE BENEFITS TO MEMBERS. THE TRUST ALSO PRODUCES AND DISSEMINATES INFORMATION TO MEMBERS ON VARIOUS CTA ENDORSED PROGRAMS.Expenses $7,730,942 · revenue $1,740,779
- MEMBERS OF THE ASSOCIATION ARE ELIGIBLE FOR THE PROFESSIONAL DEVELOPMENT INNOVATION PROGRAM. IT PROIVDES THE ASSOCIATION MEMBERS WITH PROFESSIONAL DEVELOPMENT PROGRAMS AND SERVICES THAT ARE AIMED AT IMPROVING THE EFFECTIVENESS AND LONG TERM SUCCESS OF PARTICIPANTS IN THEIR PROFESSION. THIS INCLUDES CTA CONFERENCES, WHICH PROVIDE PROFESSIONAL DEVELOPMENT SESSIONS AND UNIVERSITY CREDITS.Expenses $3,493,659
- THE TRUST PROVIDES A ONE-TIME CLASSROOM SETUP GRANT TO ASSIST BRAND NEW, FIRST-YEAR, FULL-TIME CLASSROOM EDUCATOR MEMBERS SERVING EARLY CHILDHOOD EDUCATION AND TRANSITIONAL KINDERGARTEN AND EDUCATION THROUGH 14TH GRADE, AS WELL AS CERTAIN EDUCATION SUPPORT PROFESSIONALS WHO MEET ALL CURRENT PROGRAM CRITERIA, WITH THE PURCHASE OF MATERIALS, RESOURCES, SUPPLIES, TOOLS, AND OTHER EDUCATIONAL INSTRUMENTS USED BY THE EDUCATOR TO CREATE AND PROMOTE A POSITIVE LEARNING ENVIRONMENT IN THEIR CLASSROOMS OR DESIGNATED LEARNING SPACES.Expenses $846,900 · grants $846,900
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 94-6665695
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $182,515,647
- Income (IRS master file)
- $80,965,823
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $1,740,779 | $7,730,942 | $182,515,647 | XML |
| 990 | August 2024 | $799,917 | $7,150,922 | $178,060,504 | XML |
| 990 | August 2023 | $12,905,200 | $4,435,932 | $172,415,262 | XML |
| 990 | August 2022 | $14,476,704 | $3,062,694 | $163,082,622 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6665695).
Questions about CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST
- What is the EIN of CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST?
- The employer identification number (EIN) of CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST is 94-6665695.
- Is CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1995.
- Are donations to CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST?
- The 990 for the year ended August 31, 2025 names ERIKA JONES.
- Who are the officers and directors of CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST?
- The 990 for the year ended August 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $1,740,779, expenses of $7,730,942 and total assets of $182,515,647 at year end.
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- ACCUMULUS SYNERGY INC EIN 85-2130952 · last filed 990 for 2024
- PRIEM FAMILY FOUNDATION EIN 94-3340371 · last filed 990-PF for 2025
- ACCREDITING COMMISSION FOR SCHOOLS WESTERN ASSOCIATION OF SCHOOLS AN EIN 37-1735966 · last filed 990 for 2025
- SAN MATEO COUNTY CONVENTION AND VISITORS BUREAU EIN 95-2748198 · last filed 990 for 2024
- THE GOOD TIDINGS FOUNDATION EIN 94-3219013 · last filed 990 for 2025