2024-06-29T10:52:29-05:00 2023-08-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990 2022-09-01 263387057 CTA FOUNDATION FOR TEACHING AND LEARNING CTAF 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 2781367 0 X N/A X 2008 CA SUPPORT HIGH-QUALITY TEACHING AND HIGH-QUALITY PUBLIC SCHOOLS IN CALIFORNIA 3 0 0 0 0 0 2704578 2562220 0 0 14143 81326 0 0 2718721 2643546 2451090 2450577 0 0 49531 51444 0 0 0 56198 50334 2556819 2552355 161902 91191 3592908 3858713 358497 522678 3234411 3336035 X THE CTA FOUNDATION FOR TEACHING AND LEARNING'S MISSION IS TO SUPPORT HIGH-QUALITY TEACHING AND HIGH-QUALITY PUBLIC SCHOOLS IN THE STATE OF CALIFORNIA, TO GRANT SCHOLARSHIPS TO QUALIFIED STUDENTS, TO PROVIDE DISASTER RELIEF AND TO PERFORM ALL THINGS APPROPRIATE FOR THE ACHIEVEMENT OF SAID SPECIFIC PURPOSE. 0 0 2050000 2050000 GRANT PROVIDED TO THE CTA INSTITUTE FOR TEACHING TO HELP ACHIEVE ITS PURPOSE IN BUILDING COMMUNITY INVOLVEMENT IN EDUCATION AND PROVIDING TRAINING TO MEMBERS. 425728 400577 SCHOLARSHIPS GRANTED TO DEPENDENT CHILDREN OF ETHNIC MINORITY MEMBERS MAJORING IN PUBLIC EDUCATION AND AWARDS TO TEAMS OF STUDENTS AND TEACHERS FOR ACHIEVEMENTS IN VISUAL ARTS AND WRITTEN ESSAYS. 2475728 1 0 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 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) 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 ERIKA JONES SECRETARY/TREASURER(FROM 6/26) 1.00 43.00 X X 0 41782 6171 0 721312 372487 0 0 1 0 0 2562220 2562220 77896 77896 141251 137821 3430 3430 3430 2643546 0 0 81326 2050000 2050000 400577 400577 24274 24274 27170 27170 19088 19088 446 446 5649 5649 SCHOLARSHIP PROCESSING 25151 25151 2552355 2475728 76627 0 3148816 3414630 0 1282 444092 442801 3592908 3858713 177797 301478 180700 221200 358497 522678 X 3234411 3336035 3234411 3336035 3592908 3858713 91191 10433 0 X 0 1 X 1 0 X 2765103 2668260 2753271 2704578 2562220 13453432 2765103 2668260 2753271 2704578 2562220 13453432 13453432 34129 28980 11808 22214 77896 175027 13628459 0.98720 0.99130 X 0 X 2653979 10433 10433 2643546 0 2643546 2552355 0 2552355 0 2552355 PART X, LINE 2: THE FOUNDATION 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 CALIFORNIA TEACHERS ASSOCIATION INSTITUTE FOR TEACHING 1705 MURCHISON DRIVE BURLINGAME CA 94010 956207990 501(C)(3) 2050000 0 GENERAL SUPPORT 1 0 2022 PEDRETTI SCHOLARSHIP 3 4500 CTA SCHOLARSHIPS 14 111566 LGBTQ+ SAFETY IN SCHOOLS GRANTS & SCHOLARSHIPS 37 41500 MARTIN LUTHER KING MEMORIAL SCHOLARSHIPS 14 60800 CESAR CHAVEZ & DOLORES HUERTA EDUCATION AWARDS 98 53511 PART I, LINE 2: THE RECIPIENT ORGANIZATIONS ARE RELATED ORGANIZATIONS. THE ORGANIZATION RECEIVES THE ANNUAL AUDITED FINANCIAL STATEMENTS OF THE RECIPIENT ORGANIZATIONS. THE ORGANIZATION'S DIRECTORS ARE ALSO PART OF THE GOVERNANCE STRUCTURE OF THE RECIPIENT ORGANIZATIONS. 0 0 0 0 0 0 0 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) 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 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. FORM 990, PART VI, SECTION A, LINE 2 AS BOARD MEMBERS OF CALIFORNIA TEACHERS ASSOCIATION ("CTA"), DAVID B GOLDBERG, ERNEST T. BOYD, LESLIE S. LITTMAN, AND ERIKA JONES HAVE AN EMPLOYMENT RELATIONSHIP WITH EACH OTHER, AS THEY ARE OFFICERS AND EMPLOYEES OF CTA DURING THE TAX YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON AUDITED FINANCIAL STATEMENTS. THE FINAL DRAFT OF THE 990 IS REVIEWED BY THE ACCOUNTING MANAGER. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS 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'S 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 THE ORGANIZATION'S OPERATIONS ARE MANAGED BY THE EMPLOYEES OF THE CALIFORNIA TEACHERS ASSOCIATION. THE 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 THE 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. 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. FORM 990, PART IX, LINE 5 AND 7: FTL DOES NOT HAVE ITS OWN EMPLOYEES. CERTAIN CTA EMPLOYEES ALLOCATE A PORTION OF THEIR TIME ON ADMINISTRATIVE WORK FOR THE FTL. THE SALARY AND BENEFITS COSTS REPORTED IN PART IX REPRESENT THE PRO RATA COSTS OF THESE CTA EMPLOYEES ALLOCABLE TO FTL. 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 INSTITUTE FOR TEACHING 1705 MURCHISON DRIVE BURLINGAME CA 94010 956207990 TRAINING & COMMUNITY DEVELOPMENT CA 501(C)(3) 7 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 DR BURLINGAME CA 94010 710891612 DISASTER RELIEF CA 501(C)(3) 7 CALIFORNIA TEACHERS ASSOCIATION 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 CTA INSTITUTE FOR TEACHING B 2050000 COST BASIS CALIFORNIA TEACHERS ASSOCIATION E 266028 COST BASIS CALIFORNIA TEACHERS ASSOCIATION S 2630000 COST BASIS