2024-05-02T18:45:10-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990 2022-07-01 330237320 CALIFORNIA COUNCIL ON ECONOMIC EDUCATION CALI 3103732483 3605 LONG BEACH BLVD LONG BEACH CA 90807 DENISE GUTIERREZ PRESIDENT 3103732483 2024-05-02 1 DENISE GUTIERREZ 999009999 0 KAREN LO P02141262 3102732501 2024-05-02 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X DENISE GUTIERREZ 3605 LONG BEACH BLVD LONG BEACH CA 90807 699523 0 X WWW.CCEE.ORG X 1963 CA THE MISSION OF THE CALIFORNIA COUNCIL ON ECONOMIC EDUCATION IS TO IMPROVE CALIFORNIA'S ECONOMIC FUTURE BY TEACHING ECONOMICS AND FINANCIAL LITERACY, ESPECIALLY IN UNDER-SERVED COMMUNITIES. CCEE PROVIDES A BROAD RANGE OF RESOURCES AND TRAINING TO K-12 GRADE TEACHERS AND STUDENTS THROUGHOUT CALIFORNIA TO ENHANCE ECONOMIC AND FINANCIAL FLUENCY FOR TEACHERS, STUDENTS AND THEIR FAMILIES. 25 24 6 50 0 0 711108 655255 0 0 985 33345 -109572 -139585 602521 549015 0 0 0 0 434000 432801 0 0 147678 274368 326524 708368 759325 -105847 -210310 1462732 1255944 41374 44896 1421358 1211048 X THE MISSION OF THE CALIFORNIA COUNCIL ON ECONOMIC EDUCATION IS TO IMPROVE CALIFORNIA'S ECONOMIC FUTURE BY TEACHING ECONOMICS AND FINANCIAL LITERACY, ESPECIALLY IN UNDER-SERVED COMMUNITIES. CCEE PROVIDES A BROAD RANGE OF RESOURCES AND TRAINING TO K-12 GRADE TEACHERS AND STUDENTS THROUGHOUT CALIFORNIA TO ENHANCE ECONOMIC AND FINANCIAL FLUENCY FOR TEACHERS, STUDENTS AND THEIR FAMILIES. 0 0 104966 JOHN NICKOLL PROGRAMS: THE JOHN NICKOLL FAMILY FINANCIAL LITERACY EVENTS PROVIDES FINANCIAL LITERACY EDUCATION FOR LOS ANGELES UNIFIED SCHOOL DISTRICT STUDENTS, TEACHERS AND THEIR FAMILIES. STUDENTS LEARN VALUABLE LESSONS SUCH AS BUDGETING, CREDIT, BANKING BASICS, AND INVESTING. THE ONLINE AND IN-PERSON EVENTS GIVES FINANCIAL PROFESSIONALS AN OPPORTUNITY TO VOLUNTEER AND SHARE VALABLE FINANCIAL EDUCATION TO HUNDREDS OF STUDENTS AND THEIR FAMILIES. $MARTPATH IS A DIGITAL PLATFORM DESIGNED TO ASSIST TEACHERS WITH THE DIFFICULT TASK OF TEACHING ECONOMICS AND PERSONAL FINANCE TO CHILDREN IN GRADES 1ST-8TH AMID STRICT STATE STANDARDIZED TESTING REQUIREMENTS OF MATH AND ENGLISH-LANGUAGE ARTS, OFTEN DISPLACING AND DE-PRIORITIZING OTHER SUBJECT COVERAGE. TEACHERS HAVE ACCESS TO CURRICULUM THAT CAN BE TAILORED TO CLASSROOM GOALS AND FORMAT, INCLUDING TEACHERS WITH LEARNERS ACROSS THE ADVANCEMENT SPECTRUM. 17028 FAMILY FINANCIAL FUN NIGHTS (FFFN) ARE A SCHOOL-SITE PROGRAM INTENDED PRIMARILY FOR ELEMENTARY SCHOOL SITES. THESE EVENTS BRING TOGETHER YOUNG STUDENTS AND THEIR PARENTS, FAMILIES AND THE EXTENDED SCHOOL COMMUNITY FOR ACTIVITY-DRIVEN EXCHANGES ON FOUNDATIONAL PERSONAL FINANCE CONCEPTS SUCH AS NEEDS VS WANTS, BUDGETING, SAVING, CAREER PLANNING AND MORE. CCEE HAS WORKED WITH OUR AFFILIATE CENTERS TO PROVIDE MULTIPLE SUCH EVENTS AT SCHOOLS IN LOW-TO-MODERATE INCOME (LMI) COMMUNITIES ACROSS ORANGE AND SAN DIEGO COUNTIES WITH PLANS TO REACH MORE SCHOOLS AND COMMUNITIES OF NEED ACROSS THE STATE. 41298 STUDENT CONTESTS COMPRISE A GROWING NUMBER OF EVENTS HELD THROUGHOUT THE YEAR, INCLUDING THE PERSONAL FINANCE CHALLENGE, THE NATIONAL ECONOMICS CHALLENGE, THE FINANCIAL ADVISER'S CONTEST AND THE STOCK MARKET GAME. THESE EVENTS REACH THOUSANDS OF STUDENTS EACH YEAR AND PROVIDE NOVEL EXPERIENCES FOR STUDENTS TO APPLY THEIR LEARNING IN NON-CLASSROOM SETTINGS, BE MENTORED BY FINANCIAL PROFESSIONALS, SPEND TIME IN REAL-WORLD APPLICATIONS OF THE MATERIAL, AND ENJOY A COMPETITIVE EXPERIENCE WITH OTHER SIMILAR STUDENTS ACROSS THE STATE. THE IN-PERSON FINALS FOR THESE CULMINATE IN AN ON-SITE EXPERIENCE, TYPICALLY HELD AT A BRANCH LOCATION OF THE FEDERAL RESERVE BANK OF SAN FRANCISCO. 300916 TARGETED BETWEEN MIDDLE SCHOOL AND ELEMENTARY. 300916 464208 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X MICHELLE HILYARD 3103732483 3605 LONG BEACH BLVD LONG BEACH CA 90807 DENISE GUTIERREZ PRESIDENT AND CEO 40.00 X X 141875 0 11182 STEPHEN SHERLINE CHAIRPERSON 10.00 X X 0 0 0 JEFFREY M LABAUVE VICE-CHAIRPERSON 10.00 X X 0 0 0 SHARIE SOHRABKHANI TREASURER 10.00 X X 0 0 0 KEITH DRAKE SECRETARY 10.00 X X 0 0 0 KAREN ANDERSON DIRECTOR 10.00 X 0 0 0 STEPHEN SMITH DIRECTOR 1.00 X 0 0 0 WILLIAM F COFFIN DIRECTOR 1.00 X 0 0 0 GREG FISHER DIRECTOR 1.00 X 0 0 0 ALEXANDER GOLBERG DIRECTOR 1.00 X 0 0 0 AL KEAHI DIRECTOR 1.00 X 0 0 0 JIM CHARKINS PHD DIRECTOR / CHIEF ACADEMIC 1.00 X 0 0 0 ANH NGUYEN DIRECTOR 1.00 X 0 0 0 JOHN NICKOLL DIRECTOR 1.00 X 0 0 0 JAMES PARK DIRECTOR 1.00 X 0 0 0 BARRY PATMORE DIRECTOR 1.00 X 0 0 0 ZACK RABADI DIRECTOR 1.00 X 0 0 0 KERRY RAPANOT DIRECTOR 1.00 X 0 0 0 ALLYSUNN WALKER-WILLIAMS DIRECTOR 1.00 X 0 0 0 LORRAINE THAYER DIRECTOR 1.00 X 0 0 0 FRANK WIMER III DIRECTOR 1.00 X 0 0 0 DAVE DES ROCHERS DIRECTOR 1.00 X 0 0 0 JOAN MARTIN DIRECTOR 1.00 X 0 0 0 CANDICE NAKAGAWA DIRECTOR 1.00 X 0 0 0 GLORIA ROGERS DIRECTOR 1.00 X 0 0 0 JOSHUA G MITTON CHIEF PROGRAMS OFFICER 40.00 X 104373 0 0 246248 0 11182 2 0 1 0 0 304202 15000 336053 655255 33345 33345 923 304202 150508 -149585 -149585 OTHER INCOME 900099 10000 10000 10000 549015 0 0 -106240 X 154183 112554 15418 26211 240831 164020 26483 50328 7967 5298 990 1679 29820 20800 3315 5705 3483 3483 50503 50503 82647 34399 19448 28800 7421 6158 728 535 47458 32713 6167 8578 30068 7128 7131 15809 16380 13012 1596 1772 1109 666 277 166 12029 2506 8854 669 OTHER PROGRAM RELATED 23896 22766 100 1030 HONORARIUMS 19641 19641 VENUE RENTAL 18391 18391 MISCELLANEOUS 13498 673 6429 6396 759325 464208 147439 147678 110039 148149 1185836 971037 158285 121600 0 5000 2667 2891 29293 26084 1847 3209 4058 4058 1462732 1255944 41374 44896 41374 44896 X 763864 262874 657494 948174 1421358 1211048 1462732 1255944 -210310 0 X X 0 1 X 1 0 X 1329824 819218 504977 567311 655255 3876585 1329824 819218 504977 567311 655255 3876585 1896853 1979732 466 7068 948 985 33345 42812 5000 2285 15001 20649 10000 52935 3972332 0.49840 0.54340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2018 AMOUNT: $ 5,000. 2019 AMOUNT: $ 2,285. 2020 AMOUNT: $ 15,001. 2021 AMOUNT: $ 20,649. 2022 AMOUNT: $ 10,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29293 26084 3209 3209 X 549015 0 549015 0 549015 759325 0 759325 0 759325 PART X, LINE 2: CCEE HAS RECEIVED FAVORABLE DETERMINATION LETTER INDICATING IT IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. GALA 305125 304202 923 150508 305125 304202 923 150508 150508 -149585 X 0 0 0 0 0 0 0 0 0 DENISE GUTIERREZ PRESIDENT AND CEO 126875 0 15000 0 0 0 0 0 11182 0 153057 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A CCEE HAS AN EXECUTIVE COMMITTEE. THE MEMBER OF THE EXECUTIVE COMMITTEE INCLUDES THE OFFICERS OF THE BOARD OF DIRECTORS. BETWEEN MEETINGS OF THE BOARD OF DIRECTOR, THE EXECUTIVE COMMMITTEE SHALL PROCESS THE POWERS OF SAID BOARD. ANY ACTION BY THE EXECUTIVE COMMMITTEE SHALL BE REPORTED TO THE BOARD OF DIRECTORS. A QUORUM SHALL CONSIST OF A MAJORITY OF THE NUMBERS OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM WAS REVIEWED BY THE AUDIT COMMITTEE AND CIRCULATED TO THE BOARD OF DIRECTORS, FOR REVIEW, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST IS DEFINED AS A FINANCIAL RELATIONSHIP BETWEEN A DIRECTOR OR A RELATED PERSON AND THE COUNCIL. A RELATED PERSON INCLUDES A SPOUSE, CLOSE COMPANION, SIBLING, THE SPOUSE OR DESCENDENT OF A SIBLING, ANCESTOR, DESCENDENT OR IN-LAW OF THE DIRECTOR, OR A TRUST OR BUSINESS ENTITY IN WHICH THE DIRECTOR OR A RELATED PERSON HAS A MATERIAL INTEREST OR OF WHICH HE OR SHE IS A DIRECTOR, AN OFFICER OR AN EMPLOYEE. ANNUALLY, THE BOARD CIRCULATES INFORMATION DESCRIBING WHAT A CONFLICT OF INTEREST IS TO EACH BOARD MEMBER AND REQUESTS ACKNOWLEDGEMENT THAT EACH BOARD MEMBER HAS NO CONFLICTS, OR REPORTS SUCH CONFLICTS. THE BOARD FOLLOWS UP WITH NONRESPONDENTS AND IN SUCH CASES WHERE SUCH ACKNOWLEDGEMENT ISN'T PROVIDED, GENERALLY A SMALL PERCENTAGE OF THE BOARD, THE EXECUTIVE COMMITTEE DISCUSSES THE ACTIVITIES OF THE BOARD MEMBER AND ANY CONFLICTS NOTED. ANY DIRECTOR HAVING A CONFLICT OF INTEREST SHALL NOT VOTE OR USE HIS OR HER PERSONAL INFLUENCE TO ADDRESS THE MATTER, AND HE OR SHE SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR, THE CEO WORKS WITH THE EXECUTIVE COMMITTEE TO DRAFT A SET OF PERFORMANCE MEASURES AND GOALS FOR THE OPERATION BASED ON THE STRATEGIC AND OPERATIONS PLAN FOR THE YEAR. THESE GOALS ARE BENCHED AGAINST THE PREVIOUS YEAR AND OFTEN TIMES CARRY OVER TO SUBSEQUENT YEARS AND NEW GOALS ARE FORMED AS WELL. EVERY QUARTER, THE CEO AND THE BOARD CHAIR REVIEW PROGRESS TOWARD THESE GOALS IN AN INFORMAL CONVERSATION. THE CEO PROVIDES QUARTERLY FINANCIAL AND PROGRAM REPORTS FOR THE CHAIR AND THE EXECUTIVE COMMITTEE TO REVIEW. AT THE END OF EACH FISCAL YEAR, THE CEO PREPARES A PERFORMANCE SUMMARY THAT DETAILS ANNUAL RESULTS AGAINST GOALS. THIS DOCUMENT IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND THEN USED BY THE EC TO DRAFT A COMPREHENSIVE PERFORMANCE EVALUATION BASED ON THE REPORTED RESULTS AND EC OBSERVATIONS. THE PERFORMANCE EVALUATION IS USED AS THE GAUGE FOR CEO COMPENSATION, I.E., COST OF LIVING INCREASES AND/OR BONUSES. EACH YEAR, THE CHAIR OF THE BOARD REVIEWS A PUBLISHED NATIONAL NON-PROFIT WAGE ANALYSIS FOR CEOS/EXECUTIVE DIRECTORS, AND SHARES IT WITH THE EXECUTIVE COMMITTEE TO ENSURE THAT CCEE IS WITHIN THE RANGE OF NATIONAL NORMS AND COMP RANGES. THE CEO'S YEAR END PERFORMANCE REVIEW IS CONDUCTED WITHIN THE FIRST QUARTER OF THE SUBSEQUENT FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 34,399. MANAGEMENT AND GENERAL EXPENSES 13,209. FUNDRAISING EXPENSES 28,800. TOTAL EXPENSES 76,408. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,415. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,415. BENEFITS ADMIN FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,824. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,824. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE FROM THE PREVIOUS YEAR IN RELATION TO THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF AN AUDIT.