2026-06-30T02:37:37-05:00 2025-08-31 861065772 DELOITTE TAX LLP 695 TOWN CENTER DRIVE SUITE 1000 COSTA MESA CA 92626 990 2024-09-01 710891612 CALIFORNIA TEACHERS ASSOCIATION DISASTER RELIEF FUND CALI 6506971400 1705 MURCHISON DRIVE BURLINGAME CA 94010 ERIKA JONES TRUSTEE 6506971400 2026-06-29 1 0 JESSICA KARANTONIS P00969387 7144367100 2024 2025-03-06 01:10:19Z DAVID GOLDBERG 1705 MURCHISON DRIVE BURLINGAME CA 94010 2187592 0 X N/A X 2002 CA PROVIDE DISASTER ASSISTANCE FOR MEMBERS IMPACTED BY NATURAL AND OTHER DISASTERS 3 0 0 0 0 0 34990 1540025 0 0 47158 127087 0 0 82148 1667112 99472 654561 0 0 0 0 0 0 0 18231 19240 117703 673801 -35555 993311 1495812 2533744 11222 11300 1484590 2522444 THE CALIFORNIA TEACHERS ASSOCIATION DISASTER RELIEF FUND PROVIDES DISASTER ASSISTANCE FOR MEMBERS IMPACTED BY NATURAL AND OTHER DISASTERS. 0 0 654561 654561 THE CALIFORNIA TEACHERS ASSOCIATION DISASTER RELIEF FUND PROVIDES DISASTER ASSISTANCE FOR MEMBERS IMPACTED BY NATURAL AND OTHER DISASTERS. 654561 1 1 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 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 DIRECT 6506971400 1705 MURCHISON DRIVE BURLINGAME CA 94010 ERIKA L JONES TRUSTEE 1.00 43.00 X X 0 238658 133009 MICHAEL A PATTERSON COMMITTEE MEMBER (TO 6/25/25) 1.00 41.00 X 0 48272 6871 JESSE M AGUILAR COMMITTEE MEMBER 1.00 40.00 X 0 48479 6621 0 335409 146501 0 0 1 0 0 1000000 540025 1540025 74610 74610 572957 520480 52477 52477 52477 1667112 0 0 127087 654561 654561 11850 11850 7340 7340 50 50 673801 654561 19240 0 16247 557470 14989 5604 1464576 1970387 0 283 1495812 2533744 11222 11300 11222 11300 X 1484590 2522444 1484590 2522444 1495812 2533744 993311 44543 0 X 0 1 X 1 0 X 75917 38313 55641 34990 1540025 1744886 75917 38313 55641 34990 1540025 1744886 9904 1734982 30550 52497 48484 53754 74610 259895 2004781 0.86540 0.54470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1704315 44542 44542 1659773 7340 7340 1667113 666461 0 666461 7340 7340 673801 PART X, LINE 2: THE FUND 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 0 DISASTER RELIEF GRANTS 580 654561 PART I, LINE 2: GRANT RECIPIENTS ARE MEMBERS OF THE CALIFORNIA TEACHERS ASSOCIATION (CTA, A RELATED ORGANIZATION). DESCRIPTION OF DISASTER, RELATED LOSS, AND ECONOMIC HARDSHIP ARE PROVIDED BY THE GRANT RECIPIENTS IN THE APPLICATION PROCESS. THE CTA BOARD RECEIVES MONTHLY FINANCIAL AND GRANT STATUS REPORTS. THE TRUSTEE AND THE COMMITTEE MEET AT LEAST TWICE A YEAR TO REVIEW THE GRANTING PROCESS TO ENSURE POLICIES AND PROCEDURES ARE FOLLOWED. 0 0 0 0 0 0 0 0 0 ERIKA L JONES TRUSTEE 0 180622 0 0 0 58036 0 103394 0 29615 0 371667 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"), ERIKA JONES, MICHAEL PATTERSON AND JESSE AGUILAR HAVE AN EMPLOYMENT RELATIONSHIP WITH EACH OTHER, AS THEY WERE BOARD MEMBERS 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. THE TRUSTEE RECEIVES THE FINAL VERSION OF THE FORM 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. 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 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 0 CALIFORNIA TEACHERS ASSOCIATION 1705 MURCHISON DRIVE BURLINGAME CA 94010 940362310 LABOR ORGANIZATION CA 501(C)(5) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CTA FOUNDATION FOR TEACHING AND LEARNING C 1000000 COST BASIS