2025-07-11T04:16:14-05:00 2024-08-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990 2023-09-01 940362310 CALIFORNIA TEACHERS ASSOCIATION CALI 6506971400 1705 MURCHISON DRIVE BURLINGAME CA 94010 ERIKA JONES SECRETARY/TREASURER 6506971400 2025-07-10 1 0 JESSICA KARANTONIS P00969387 7144367100 2023 2025-03-06 01:10:19Z DAVID GOLDBERG 1705 MURCHISON DRIVE BURLINGAME CA 94010 334134375 0 X WWW.CTA.ORG X 1907 CA THE CALIFORNIA TEACHERS ASSOCIATION EXISTS TO PROTECT AND PROMOTE THE WELL-BEING OF ITS MEMBERS; TO IMPROVE THE CONDITIONS OF TEACHING AND LEARNING; TO ADVANCE THE CAUSE OF FREE, UNIVERSAL, AND QUALITY PUBLIC EDUCATION FOR ALL STUDENTS; TO ENSURE THAT THE HUMAN DIGNITY AND CIVIL RIGHTS OF ALL CHILDREN, YOUTH, AND ADULTS ARE PROTECTED; AND TO SECURE A MORE JUST, EQUITABLE, AND DEMOCRATIC SOCIETY. 23 2 482 0 86497 0 0 0 208808099 217980320 9322622 18445352 2564359 2210321 220695080 238635993 0 0 0 0 101250870 111471004 0 0 0 94609798 102300679 195860668 213771683 24834412 24864310 516933765 588311039 73201195 76523369 443732570 511787670 X THE CALIFORNIA TEACHERS ASSOCIATION EXISTS TO PROTECT AND PROMOTE THE WELL-BEING OF ITS MEMBERS; TO IMPROVE THE CONDITIONS OF TEACHING AND LEARNING; TO ADVANCE THE CAUSE OF FREE, UNIVERSAL, AND QUALITY PUBLIC EDUCATION FOR ALL STUDENTS; TO ENSURE THAT THE HUMAN DIGNITY AND CIVIL RIGHTS OF ALL CHILDREN, YOUTH, AND ADULTS ARE PROTECTED; AND TO SECURE A MORE JUST, EQUITABLE, AND DEMOCRATIC SOCIETY. 0 0 LOCAL SERVICE DELIVERY - CTA ASSISTS ITS LOCAL CHAPTERS IN BARGAINING FOR SALARIES AND INDIVIDUAL AND EMPLOYMENT RIGHTS IN KEEPING WITH THE ACADEMIC AND PROFESSIONAL STATUS OF ITS MEMBERS. STATEWIDE PROGRAMS - CTA REPRESENTS MEMBERS IN GOVERNMENTAL RELATIONS, ACTS AS THE VOICE OF PUBLIC EDUCATION, PROMOTES HUMAN AND CIVIL RIGHTS, AND REPRESENTS MEMBERS IN PROFESSIONAL AND CAREER DEVELOPMENT MATTERS. SUPPORT SERVICES - CTA PROVIDES A PROGRAM OF ECONOMIC BENEFITS AND RESOURCES FOR MEMBERS, WORKS TO MAINTAIN AND EXPAND ITS MEMBERSHIP TO REMAIN EFFECTIVE IN DEFENDING AND ADVANCING ITS MEMBERS' INTERESTS, AND MAINTAINS A GOVERNANCE SYSTEM DESIGNED TO ACHIEVE BROAD MEMBERSHIP INVOLVEMENT AND DEMOCRATIC DECISION-MAKING. 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 200 0 1 482 1 1 1 0 0 0 0 0 0 0 X 23 2 0 0 0 0 1 1 1 1 1 0 1 1 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 PRESIDENT 40.00 3.00 X X 228913 0 131851 LESLIE S LITTMAN VICE PRESIDENT 40.00 3.00 X X 210730 0 119485 ERIKA L JONES SECRETARY/TREASURER 40.00 4.00 X X 120546 0 63523 TAUNYA JACO DIRECTOR (TO 6/25/24) 40.00 0.00 X 49355 0 6294 DENISE M BRADFORD DIRECTOR 40.00 0.00 X 47561 0 6077 DEWAYNE T SHEAFFER DIRECTOR 40.00 0.00 X 46079 0 7146 EVANGELINA RUIZ DIRECTOR 40.00 0.00 X 46556 0 6497 JOSEPH A BARTELL DIRECTOR 40.00 0.00 X 45667 0 7146 GREGORY T ABT DIRECTOR 40.00 0.00 X 46149 0 6497 MARGARET GRANADO DIRECTOR 40.00 0.00 X 45602 0 6077 JESSE M AGUILAR DIRECTOR 40.00 1.00 X 44918 0 6497 MICHAEL A PATTERSON DIRECTOR 40.00 2.00 X 44335 0 6726 CHRISTOPHER E BUSHEE DIRECTOR 40.00 0.00 X 44707 0 6272 GREGORY E BONACCORSI DIRECTOR (TO 6/25/24) 40.00 0.00 X 44335 0 6497 SHELLY Y GUPTON DIRECTOR 40.00 0.00 X 44335 0 6077 ANGELA K NORMAND DIRECTOR 40.00 0.00 X 43918 0 6077 KISHA BORDEN DIRECTOR 40.00 1.00 X 43144 0 6272 ROBERT D ELLIS DIRECTOR 40.00 0.00 X 43185 0 6077 VANCEDRIC WILLIAMS DIRECTOR 40.00 0.00 X 42186 0 6509 ANGELA DER RAMOS DIRECTOR 40.00 0.00 X 42348 0 5786 WENDY ECCLES DIRECTOR 40.00 0.00 X 38577 0 4839 GRANT SCHUSTER DIRECTOR 40.00 0.00 X 35438 0 3766 MELANIE A HOUSE DIRECTOR 40.00 0.00 X 34275 0 3538 MARITZA AVILA DIRECTOR (FROM 6/26/24) 40.00 0.00 X 0 0 0 MARIPAZ BERLIN DIRECTOR (FROM 6/26/24) 40.00 0.00 X 0 0 0 WALTER J BOYD EXECUTIVE DIRECTOR (TO 3/3/24) 40.00 1.00 X 306891 0 228925 JEFFERY GOOD EXECUTIVE DIRECTOR (FROM 3/4/24) 40.00 1.00 X 253351 0 195429 WEI PAN ASSOCIATE EXEC. DIR. / CONTROLLER 40.00 0.00 X 309650 0 219313 REBECCA A ZOGLMAN ASSOCIATE EXECUTIVE DIRECTOR 40.00 0.00 X 307438 0 219594 JESUS QUINONEZ LEGAL DIRECTOR (TO 10/2/23) 40.00 0.00 X 307558 0 217473 LAURA P JURAN ASSOCIATE EXEC. DIR. / CHIEF COUNSEL 40.00 0.00 X 304379 0 217719 TERESA G HOLOMAN ASSOCIATE EXECUTIVE DIRECTOR 40.00 0.00 X 301720 0 216913 SERGIO MARTINEZ FORMER DIRECTOR 0.00 0.00 X 14350 0 4565 ROBERTA KREITZ FORMER DIRECTOR 0.00 0.00 X 11360 0 5051 ERNEST T BOYD FORMER PRESIDENT 0.00 0.00 X 205084 0 123689 3754640 0 2084197 319 1 1 0 LANGENKAMP CURTIS PRICE LLP 1231 I STREET SUITE 100 SACRAMENTO CA 95814 LEGAL SERVICES 1491367 TUTTLE MCCLOSKEY 750 EAST BULLARD STE 101 FRESNO CA 93710 LEGAL SERVICES 1406862 DIXONDAVIS MEDIA GROUP LLC 1028 33RD STREET NW SUITE 300 WASHINGTON DC 20007 MEDIA SERVICES 1013547 BEESON TAYER BODINE 492 9TH STREET SUITE 350 OAKLAND CA 94607 LEGAL SERVICES 992987 REICH ADELL CVITAN 330 N BRAND BLVD SUITE 250 GLENDALE CA 91203 LEGAL SERVICES 636736 18 MEMBERSHIP DUES/FEES 900099 212978772 212978772 NEA UNISERV FUNDING 900099 5001548 5001548 217980320 13640871 13640871 2074372 2074372 100302863 95493775 4607 4809088 -4607 4804481 4804481 ADVERTISING 541800 86497 86497 RENTAL INCOME FROM AFFILIATES 531120 44175 44175 5277 5277 135949 238635993 217985597 86497 20563899 3915178 50200869 35149023 13999649 8206285 381456 320238 319828 1175518 492089 6751465 7472191 6193781 2197526 LOCAL SERVICE DELIVERY 38459228 STATEWIDE PROGRAMS 35081379 MEMBERSHIP DUES TO FTL 1273920 CAPITAL EXPENDITURES 1112658 1069402 213771683 4176469 1907707 76903881 89820029 4940765 6363258 2796948 1514833 87340782 48049665 38028035 39291117 386014406 444398965 4073261 5015130 516933765 588311039 10699603 11861763 1158745 1121771 61342847 63539835 73201195 76523369 X 443732570 511787670 443732570 511787670 516933765 588311039 X 24864310 43104422 86368 X 0 1 X 1 0 CTAABC 1705 MURCHISON DRIVE BURLINGAME CA 94010 941618614 2284130 10220260 10220260 47164485 27378214 19786271 19352602 10213369 9139233 1422482 1739163 -316681 9180953 8718919 462034 39291117 ACCRUED PAYROLL AND RELATED LIABILITIES 3870350 PAYABLE TO AFFILIATED ORGANIZATIONS 24464141 CURRENT PORTION OF LONG-TERM OBLIGATIONS 8028642 OTHER EMPLOYEE RELATED LONG-TERM OBLIGATIONS 21984456 LONG TERM OPERATING LEASE LIABILITIES 2759982 SHORT TERM OPERATING LEASE LIABILITIES 2300322 SHORT TERM FINANCING LEASE LIABILITIES 81112 LONG TERM FINANCING LEASE LIABILITIES 50830 63539835 X PART X, LINE 2: THE ASSOCIATION, THE INSTITUTE, THE FUND, AND THE FOUNDATION ARE ENTITIES DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C). CONSEQUENTLY, THESE ENTITIES ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER IRC SECTION 501(A) AND THE CORRESPONDING CALIFORNIA STATUTE WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE IRC, IS SUBJECT TO FEDERAL INCOME TAX. THE LLC IS CLASSIFIED AS A SINGLE-MEMBER DISREGARDED ENTITY, AND ITS ACTIVITIES ARE INCLUDED IN THE ASSOCIATION'S FEDERAL TAX RETURN. THE ASSOCIATION HAS NO LIABILITY FOR UNCERTAIN TAX POSITIONS. X X X 1 1 X X X 1 0 0 WALTER J BOYD EXECUTIVE DIRECTOR (TO 3/3/24) 271378 0 0 0 35513 0 198823 0 30102 0 535816 0 0 0 WEI PAN ASSOCIATE EXEC. DIR. / CONTROLLER 252382 0 0 0 57268 0 188340 0 30973 0 528963 0 0 0 REBECCA A ZOGLMAN ASSOCIATE EXECUTIVE DIRECTOR 252382 0 0 0 55056 0 188621 0 30973 0 527032 0 0 0 JESUS QUINONEZ LEGAL DIRECTOR (TO 10/2/23) 204648 0 0 0 102910 0 193236 0 24237 0 525031 0 0 0 LAURA P JURAN ASSOCIATE EXEC. DIR. / CHIEF COUNSEL 252382 0 0 0 51997 0 186746 0 30973 0 522098 0 0 0 TERESA G HOLOMAN ASSOCIATE EXECUTIVE DIRECTOR 252382 0 0 0 49338 0 185940 0 30973 0 518633 0 0 0 JEFFERY GOOD EXECUTIVE DIRECTOR (FROM 3/4/24) 217102 0 0 0 36249 0 162567 0 32862 0 448780 0 0 0 DAVID B GOLDBERG PRESIDENT 176137 0 0 0 52776 0 102460 0 29391 0 360764 0 0 0 LESLIE S LITTMAN VICE PRESIDENT 155846 0 0 0 54884 0 90446 0 29039 0 330215 0 0 0 ERNEST T BOYD FORMER PRESIDENT 168763 0 0 0 36321 0 94379 0 29310 0 328773 0 0 0 ERIKA L JONES SECRETARY/TREASURER 78937 0 0 0 41609 0 45644 0 17879 0 184069 0 0 0 SERGIO MARTINEZ FORMER DIRECTOR 7 0 0 0 14343 0 0 0 4565 0 18915 0 0 0 ROBERTA KREITZ FORMER DIRECTOR 7 0 0 0 11353 0 0 0 5051 0 16411 0 0 0 PART I, LINE 1A THE ASSOCIATION PROVIDES GROSS-UP PAYMENTS TO OFFICERS, BOARD MEMBERS, AND EMPLOYEES ON CERTAIN TAXABLE PAYMENTS. THE ASSOCIATION REIMBURSES CERTAIN EMPLOYEES INCLUDING OFFICERS LIMITED WELLNESS RELATED EXPENSES GENERALLY UP TO $1,000 PER YEAR. THE REIMBURSEMENTS ARE NOT TREATED AS TAXABLE COMPENSATION. THE OFFICERS AND BOARD OF DIRECTORS OF THE ASSOCIATION ARE RELEASED EDUCATORS. THEIR RESPECTIVE SCHOOL DISTRICTS PAY THEIR SALARY UNDER THEIR REGULAR EMPLOYMENT CONTRACTS. THE ASSOCIATION ARRANGES TO REIMBURSE SALARY AND BENEFIT COST TO THE SCHOOL DISTRICTS. THE SCHOOL DISTRICTS BILL THE ASSOCIATION AS ALLOWED BY THE CALIFORNIA EDUCATION CODE IN AMOUNTS RANGING FROM BASIC SUBSTITUTE COST TO FULLY LOADED REGULAR SALARY INCLUDING BENEFITS. PART I, LINE 4A JESUS QUINONEZ RECEIVED A SEVERANCE PAYMENT OF $64,956. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CALIFORNIA TEACHERS ASSOCIATION VOTE FOR DELEGATES TO THE STATE COUNCIL OF EDUCATION. THE DELEGATES OF THE STATE COUNCIL OF EDUCATION ELECT THE CTA BOARD OF DIRECTORS AND THE CTA OFFICERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE CALIFORNIA TEACHERS ASSOCIATION VOTE FOR DELEGATES TO THE STATE COUNCIL OF EDUCATION. THE DELEGATES OF THE STATE COUNCIL OF EDUCATION ELECT THE CTA BOARD OF DIRECTORS AND THE CTA OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE CALIFORNIA TEACHERS ASSOCIATION VOTE FOR DELEGATES TO THE STATE COUNCIL OF EDUCATION. THE DELEGATES OF THE STATE COUNCIL OF EDUCATION ELECT THE CTA BOARD OF DIRECTORS AND THE CTA OFFICERS. STATE COUNCIL APPROVES CERTAIN DECISIONS OUTLINED IN THE ORGANIZATION'S BYLAWS AND/OR STANDING RULES INCLUDING BUT NOT LIMITED TO THE APPROVAL OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. IT IS REVIEWED INTERNALLY. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CTA CONFLICT OF INTEREST POLICY WAS ADOPTED BY THE BOARD OF DIRECTORS IN 1994. EMPLOYEES ARE REQUIRED TO DISCLOSE TO THE 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 EXECUTIVE OFFICER AND MANAGEMENT COMPENSATION POLICY ADOPTED BY THE BOARD OF DIRECTORS AND REVIEWED ANNUALLY. COMPENSATION ADJUSTMENTS FOR OFFICERS AND MANAGERS ARE BASED ON CHANGE TO TEACHER AVERAGE SALARY IN THE STATE OF CALIFORNIA. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC EXCEPT THOSE PRESCRIBED BY STATE AND FEDERAL REGULATIONS. FORM 990, PART XI, LINE 9: CTA/ABC IS AN IRC SECTION 527 ORGANIZATION AND A SEPARATE 990 HAS BEEN FILED FOR THE ENTITY. DECONSOLIDATE CTA/ABC NET INCOME (LOSS) 86,368. 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. CTA VOLUNTARY RETIREMENT PLANS FOR EDUCATORS 1705 MURCHISON DRIVE BURLINGAME CA 94010 371698736 RETIREMENT PLANNING CA 0 0 CALIFORNIA TEACHERS ASSOCIATION CTA DISASTER RELIEF FUND 1705 MURCHISON DRIVE BURLINGAME CA 94010 710891612 DISASTER RELIEF CA 501(C)(3) 7 CALIFORNIA TEACHERS ASSOCIATION 1 CTA ECONOMIC BENEFITS TRUST 1705 MURCHISON DRIVE BURLINGAME CA 94010 946665695 PROVIDE MEMBER BENEFITS CA 501(C)(9) CALIFORNIA TEACHERS ASSOCIATION 1 CTA ASSOCIATION FOR BETTER CITIZENSHIP 1705 MURCHISON DRIVE BURLINGAME CA 94010 941618614 POLITICAL ACTION COMMITTEE CA 527 CALIFORNIA TEACHERS ASSOCIATION 1 CTA INSTITUTE FOR TEACHING 1705 MURCHISON DRIVE BURLINGAME CA 94010 956207990 TRAINING & COMMUNITY DEVELOPMENT CA 501(C)(3) 7 CALIFORNIA TEACHERS ASSOCIATION 1 CTA FOUNDATION FOR TEACHING AND LEARNING 1705 MURCHISON DRIVE BURLINGAME CA 94010 263387057 PROVIDE GRANTS, SCHOLARSHIPS AND DISASTER RELIEF CA 501(C)(3) 7 CALIFORNIA TEACHERS ASSOCIATION 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 CTA FOUNDATION FOR TEACHING AND LEARNING D 146628 COST BASIS CTA INSTITUTE FOR TEACHING D 597240 COST BASIS CTA INSTITUTE FOR TEACHING Q 1582841 COST BASIS CTA FOUNDATION FOR TEACHING AND LEARNING R 1273920 COST BASIS