2025-07-15T05:18:28-05:00 2024-08-31 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 941050920 990 2023-09-01 946665695 CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST CALI 6506971400 PO BOX 921 BURLINGAME CA 94010 ERIKA JONES TRUSTEE 6506971400 2025-07-15 1 0 JASON RUSSELL P01336013 4157834000 2023 2025-03-06 01:10:19Z ERIKA JONES PO BOX 921 BURLINGAME CA 94010 9107681 0 X N/A X 1994 CA SEE SCHEDULE O. 4 0 0 0 0 0 0 0 340504 368309 4085636 4392658 8479060 -3961050 12905200 799917 0 0 2548825 4903511 0 0 0 0 0 1887107 2247411 4435932 7150922 8469268 -6351005 172415262 178060504 329191 336717 172086071 177723787 PROVIDE PERMISSABLE BENEFITS VIA A VEBA TRUST TO CTA MEMBERS AND BENEFICIARIES. 0 0 7150922 799917 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. 7150922 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X TRUSTEES EBT 6509711400 1705 MURCHISON DRIVE BURLINGAME CA 94010 DAVID B GOLDBERG TRUSTEE 1.00 40.00 X 0 228913 131851 LESLIE LITTMAN TRUSTEE 1.00 40.00 X 0 210730 119485 ERIKA JONES TRUSTEE 1.00 40.00 X 0 120546 63523 WALTER J BOYD TRUSTEE (TO 3/3/24) 1.00 40.00 X 0 306891 228925 JEFFERY GOOD TRUSTEE (FROM 3/4/24) 1.00 40.00 X 0 253351 195429 ERNEST T BOYD FORMER TRUSTEE (TO 6/25/23) 0.00 0.00 X 0 205084 123689 0 1325515 862902 0 1 1 0 0 PROGRAMS-RELATED CONTRIBUTIONS 900099 368309 368309 368309 4199905 4199905 8500517 8307764 192753 192753 192753 DECREASE IN RETURN OF INSURANCE 900001 -3961050 -3961050 -3961050 799917 0 0 799917 4903511 25050 90748 ADMINISTRATIVE FEES 1334529 ADMINISTRATIVE EXPENSES 386964 MEMBER PROJECTS & COMM 218639 CONSULTING FEES 191481 7150922 605551 2006931 23074034 19023464 297415 201694 148438262 156828415 172415262 178060504 60535 160119 268656 176598 329191 336717 X 172086071 177723787 0 0 0 0 172086071 177723787 172415262 178060504 -6351005 11988721 0 X X 0 1 X 0 0 0 MUTUAL FUNDS 116807218 F COMMINGLED FUNDS 40021197 F 156828415 DUE TO CALIFORNIA TEACHERS ASSOCIATION 176598 176598 12788638 11988721 11988721 799917 0 799917 7150922 0 7150922 0 7150922 0 0 0 WALTER J BOYD TRUSTEE (TO 3/3/24) 0 271378 0 0 0 35513 0 198823 0 30102 0 535816 0 0 JEFFERY GOOD TRUSTEE (FROM 3/4/24) 0 217102 0 0 0 36249 0 162567 0 32862 0 448780 0 0 DAVID B GOLDBERG TRUSTEE 0 176137 0 0 0 52776 0 102460 0 29391 0 360764 0 0 LESLIE LITTMAN TRUSTEE 0 155846 0 0 0 54884 0 90446 0 29039 0 330215 0 0 ERNEST T BOYD FORMER TRUSTEE (TO 6/25/23) 0 168763 0 0 0 36321 0 94379 0 29310 0 328773 0 0 ERIKA JONES TRUSTEE 0 78937 0 0 0 41609 0 45644 0 17879 0 184069 0 0 SUMMARY, PART I: ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES: THE CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST WAS FORMED FOR THE PURPOSE OF PROVIDING MEMBERS WITH ONE OR MORE BENEFITS UNDER SECTION 501(C)(9) OF THE IRC. FORM 990, PART VI, SECTION A, LINE 2 AS BOARD MEMBERS OF CALIFORNIA TEACHERS ACADEMY ("CTA"), DAVID B. GOLDBERG, ERNEST T. BOYD, ERIKA JONES AND LESLIE LITTMAN HAVE AN EMPLOYMENT RELATIONSHIP WITH EACH OTHER, AS THEY WERE OFFICERS AND EMPLOYEES OF CTA DURING THE TAX YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY ONE OR MORE OF THE TRUSTEES PRIOR TO APPROVAL FOR FILING. FORM 990, PART VI, SECTION C, LINE 19 PROVIDES DOCUMENTS UPON REQUEST, AS PRESCRIBED BY FEDERAL AND STATE REGULATIONS. FORM 990, PART XII, LINE 2C: OUR PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CALIFORNIA TEACHERS ASSOCIATION 1705 MURCHISON DR BURLINGAME CA 94010 940362310 LABOR ORGANIZATION CA 501(C)(5) N/A N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 CALIFORNIA TEACHERS ASSOCIATION E 176598 FMV CALIFORNIA TEACHERS ASSOCIATION P 1478727 FMV