2026-06-30T02:39:05-05:00 2025-08-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990 2024-09-01 263387057 CTA FOUNDATION FOR TEACHING AND LEARNING CTAF 6506971400 1705 MURCHISON DRIVE BURLINGAME CA 94010 ERIKA JONES SECRETARY/TREASURER 6506971400 2026-06-29 1 0 P00969387 7144367100 2024 2025-03-06 01:10:19Z DAVID GOLDBERG 1387914 0 X N/A X 2008 CA SUPPORT HIGH-QUALITY TEACHING AND HIGH-QUALITY PUBLIC SCHOOLS IN CALIFORNIA 3 0 0 0 0 0 1280478 1312015 0 0 88427 47964 0 0 1368905 1359979 2409039 3092363 0 0 57838 62099 0 0 0 67319 68817 2534196 3223279 -1165291 -1863300 2589670 852949 342818 433967 2246852 418982 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 1550000 1550000 GRANT PROVIDED TO THE CTA INSTITUTE FOR TEACHING TO HELP ACHIEVE ITS PURPOSE IN BUILDING COMMUNITY INVOLVEMENT IN EDUCATION AND PROVIDING TRAINING TO MEMBERS. 585126 542363 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. 1000000 1000000 EMERGENCY CONTRIBUTION TO THE CTA DISASTER RELIEF FUND TO HELP FULFILL ITS PURPOSE OF PROVIDING TIMELY FINANCIAL ASSISTANCE TO CTA MEMBERS IMPACTED BY NATURAL AND OTHER DISASTERS, MOST RECENTLY THE JANUARY 2026 LOS ANGELES FIRES. 3135126 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 1 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 PRESIDENT 1.00 42.00 X X 0 248025 173959 ERIKA L JONES SECRETARY/TREASURER 1.00 43.00 X X 0 238658 133009 LESLIE S LITTMAN VICE PRESIDENT 1.00 42.00 X X 0 226450 125090 ERNEST T BOYD FORMER PRESIDENT 0.00 0.00 X 0 151064 16013 0 864197 448071 0 1 1 0 0 1312015 1312015 45832 45832 30067 27935 2132 2132 2132 1359979 0 0 47964 2550000 2550000 542363 542363 28917 28917 33182 33182 20655 20655 221 221 5178 5178 SCHOLARSHIP PROCESSING 42763 42763 3223279 3135126 88153 0 2029734 231585 559936 621364 2589670 852949 190568 219217 152250 214750 342818 433967 X 2246852 418982 2246852 418982 2589670 852949 -1863300 35430 0 X 0 1 X 1 0 X 2753271 2704578 2562220 1280478 1312015 10612562 2753271 2704578 2562220 1280478 1312015 10612562 10612562 11808 22214 77896 91751 45832 249501 10862063 0.97700 0.98090 X 0 X 1395409 35430 35430 1359979 0 1359979 3223279 0 3223279 0 3223279 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) 1550000 0 GENERAL SUPPORT CALIFORNIA TEACHERS ASSOCIATION DISASTER RELIEF FUND 1705 MURCHISON DRIVE BURLINGAME CA 94010 710891612 501(C)(3) 1000000 0 GENERAL SUPPORT 2 0 PEDRETTI SCHOLARSHIPS 8 12000 CTA SCHOLARSHIPS 69 330000 LGBTQ+ SAFETY IN SCHOOLS GRANTS & SCHOLARSHIPS 43 47650 MARTIN LUTHER KING, JR MEMORIAL SCHOLARSHIP 38 94000 DOLORES HUERTA EDUCATION AWARD 100 54913 RUSSO SCHOLARSHIP 4 3800 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 PRESIDENT 0 192320 0 0 0 55705 0 144115 0 29844 0 421984 0 0 ERIKA L JONES SECRETARY/TREASURER 0 180622 0 0 0 58036 0 103394 0 29615 0 371667 0 0 LESLIE S LITTMAN VICE PRESIDENT 0 164844 0 0 0 61606 0 95767 0 29323 0 351540 0 0 ERNEST T BOYD FORMER PRESIDENT 0 25098 0 0 0 125966 0 13564 0 2449 0 167077 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, 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. FORM 990, PART VIII, LINE 1F: THE AMOUNT REPORTED ON LINE 1F PRIMARILY REPRESENTS VOLUNTARY CONTRIBUTIONS RECEIVED FROM MEMBERS OF CTA. ALTHOUGH THE CONTRIBUTIONS ARE DERIVED FROM MEMBERSHIP DUES COLLECTED BY CTA, THEY ARE DESIGNATED BY CTA AS VOLUNTARY CONTRIBUTIONS RATHER THAN MEMBERSHIP DUES. 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. 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 DISASTER RELIEF FUND 1705 MURCHISON DRIVE BURLINGAME CA 94010 710891612 DISASTER RELIEF CA 501(C)(3) 7 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 ASSOCIATION FOR BETTER CITIZENSHIP 1705 MURCHISON DRIVE BURLINGAME CA 94010 941618614 POLITICAL ACTION COMMITTEE CA 527 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 CALIFORNIA TEACHERS ASSOCIATION 1705 MURCHISON DRIVE BURLINGAME CA 94010 940362310 LABOR ORGANIZATION CA 501(C)(5) N/A 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 1550000 COST BASIS CTA DISASTER RELIEF FUND B 1000000 COST BASIS CALIFORNIA TEACHERS ASSOCIATION E 96317 COST BASIS CALIFORNIA TEACHERS ASSOCIATION S 1299571 COST BASIS