2024-02-20T17:34:59-06:00 2023-07-31 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990 2022-08-01 952465881 CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS CALI 8188450800 100 N BRAND BLVD 632 GLENDALE CA 91203 JOHN BRACKER TREASURER 8188450800 2024-02-16 1 JOHN BRACKER 999009999 1 KAREN LO P02141262 3102732501 2024-02-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEBORAH DOWLING 100 N BRAND BLVD 632 GLENDALE CA 91203 2597956 0 X WWW.CAISCA.ORG X 1941 CA THE ORGANIZATION IS A NON-PROFIT ASSOCIATION OF ELEMENTARY, MIDDLE AND SECONDARY SCHOOLS IN CALIF. 15 15 8 190 0 0 52500 52500 2255911 2417424 60055 68662 55972 59370 2424438 2597956 0 0 0 0 1249997 1275604 0 0 0 784364 975579 2034361 2251183 390077 346773 4392803 4882004 110463 130688 4282340 4751316 X THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS ESTABLISHES AMBITIOUS EDUCATIONAL STANDARDS, FOSTERS RESPECT FOR THE DIVERSITY AND DIGNITY OF HUMANITY, AND PROMOTES COLLABORATION AND SOCIAL RESPONSIBILITY. THE ASSOCIATION SUPPORTS AND CHALLENGES ITS SCHOOLS THROUGH AN INNOVATIVE ACCREDITATION PROGRAM THAT PROVOKES DEEP REFLECTION, ANALYSIS, AND INSTITUTIONAL COMMITTMENT TO ACTION, AS WELL AS THROUGH THE OFFERING OF PROFESSIONAL DEVELOPMENT, RELEVANT RESEARCH, AND INFORMED COUNSEL TO THE HEADS AND TRUSTEES WHO ENDEAVOR TO LEAD THOSE SCHOOLS EFFECTIVELY.STRENGTHENING SCHOOLS SINCE ITS FOUNDING IN 1941, CAIS STRIVES TO BRING A COMPELLING AND COMPASSIONATE VOICE TO STATEWIDE AND NATIONAL CONVERSATIONS ABOUT EDUCATION, ADVOCATING FOR THE CONTINUAL IMPROVEMENT OF LEARNING ENVIRONMENTS FOR ALL CHILDREN AND ADOLESCENTS BOTH IN CAIS SCHOOLS AND BEYOND. 0 0 518179 1825439 CAIS PROVIDES SERVICES AND ESTABLISHES STANDARDS, INCLUDING THE ACCREDITATION OF MEMBER SCHOOLS. SCHOOL MEMBERSHIP HAS GROWN TO APPROXIMATELY 230 CALIFORNIA INDEPENDENT SCHOOLS. 1209083 591985 CAIS PROVIDES EDUCATIONAL PROGRAMS, WORKSHOPS, AND SERVICES FOR ADMINISTRATORS AND TRUSTEES, TO FOSTER PROFESSIONAL GROWTH AND SHARED KNOWLEDGE AMONG SCHOOLS. 1727262 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 0 0 0 0 0 0 1 17 0 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 CA X DEBORAH DOWLING 8188450800 100 N BRAND BLVD 632 GLENDALE CA 91203 DEBORAH DOWLING EXECUTIVE DIRECTOR 40.00 X 319042 0 26057 MARIANA ROBLES DIRECTOR OF ACCREDITATION 40.00 X 154003 0 23934 CATHY SHELBURNE DIRECTOR OF PROFESSIONAL L 40.00 X 155215 0 17664 TEAL GALLAGHER DIRECTOR OF MEMBER ENGAGEMENT 40.00 X 137651 0 33131 MICHAEL DY TECHNOLOGY SYSTEMS MANAGER 40.00 X 120792 0 18648 KIMBERLY KLOSTERMAN BUSINESS OFFICER 20.00 X 38453 0 2244 DINA ELETREBY VICE PRESIDENT 1.00 X X 0 0 0 SARAH SHULKIND VICE PRESIDENT 1.00 X X 0 0 0 JOHN BRACKER TREASURER 1.00 X X 0 0 0 PHIL GUTIERREZ SECRETARY 1.00 X X 0 0 0 STEVE MORRIS PRESIDENT (END JUN 2023) 1.00 X X 0 0 0 PATRICIA MERZ VICE CHAIR 1.00 X X 0 0 0 LAURA KONIGSBERG PRESIDENT (START JUN 2023) 1.00 X X 0 0 0 KAYLAN BALAVEN MEMBER 1.00 X 0 0 0 CINDY CHUN MEMBER 1.00 X 0 0 0 NANCI KAUFFMAN MEMBER 1.00 X 0 0 0 RON KIM MEMBER 1.00 X 0 0 0 CHRIS MAZZOLA MEMBER 1.00 X 0 0 0 KATHLEEN MCNAMARA MEMBER 1.00 X 0 0 0 ALONA ACOTT MEMBER 1.00 X 0 0 0 BRAD WEAVER MEMBER 1.00 X 0 0 0 LUTHERN WILLIAMS MEMBER 1.00 X 0 0 0 925156 0 121678 5 0 1 0 0 52500 52500 MEMBERSHIP DUES 611710 1825439 1825439 TRUSTEE/HEAD CONF. 611710 354459 354459 ANNUAL MEETING 611710 201619 201619 PROFESSIONAL DAYS 611710 35907 35907 2417424 68662 68662 INSURANCE DIVIDEND 900099 58190 58190 OTHER INCOME 900099 1180 1180 59370 2597956 2417424 0 128032 367764 243375 124389 689876 624765 65111 63072 51830 11242 82475 68781 13694 72417 59511 12906 11069 11069 22251 22251 19212 19212 54663 1308 53355 72686 54000 18686 975 975 15604 12823 2781 102781 43293 59488 38844 33034 5810 5297 5297 35857 9278 26579 REGIONAL EVENTS & WORKS 413154 413154 HEAD HUNTER 66514 66514 CAPSO DUES PAYMENT 58204 58204 SPECIAL PROJECTS 31225 25660 5565 27243 21974 5269 2251183 1727262 523921 0 198473 537063 400304 252494 3352 9674 38195 61841 183627 160637 23514 22990 3728965 3997942 4392803 4882004 109779 130688 684 0 110463 130688 X 4282340 4751316 4282340 4751316 4392803 4882004 346773 122203 0 X X 0 1 X 1 0 X 50000 25000 20000 52500 52500 200000 2154621 2096371 2109388 2255911 2417424 11033715 2204621 2121371 2129388 2308411 2469924 11233715 50000 25000 20000 45000 140000 5706 8638 11136 10089 35569 55706 33638 31136 55089 175569 11058146 141299 88777 68374 60055 68662 427167 141299 88777 68374 60055 68662 427167 68727 95736 69011 55972 59370 348816 2414647 2305884 2266773 2424438 2597956 12009698 0.92080 0.90840 0.03560 0.03960 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE COMMISSION - 2018 AMOUNT: $ 67,930. 2019 AMOUNT: $ 67,192. 2020 AMOUNT: $ 58,718. 2021 AMOUNT: $ 55,477. 2022 AMOUNT: $ 58,190. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 797. 2019 AMOUNT: $ 13,544. 2020 AMOUNT: $ 9,353. 2021 AMOUNT: $ 495. 2022 AMOUNT: $ 1,180. LICENSING FEE INCOME - 2019 AMOUNT: $ 15,000. 2022 AMOUNT: $ 0. SALE OF OFFICE FURNITURE - 2020 AMOUNT: $ 940. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 183627 160637 22990 22990 X 2700947 122203 122203 2578744 19212 19212 2597956 2231971 0 2231971 19212 19212 2251183 PART X, LINE 2: CAIS HAS RECEIVED FAVORABLE DETERMINATION LETTERS INDICATING IT IS EXEMPT FROM FEDERAL INCOME TAXES AND CALIFORNIA FRANCHISE TAXES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY CAIS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. X 0 0 X X 0 0 0 0 0 0 0 1 0 DEBORAH DOWLING EXECUTIVE DIRECTOR 304812 0 230 0 14000 0 11700 0 14357 0 345099 0 0 0 MARIANA ROBLES DIRECTOR OF ACCREDITATION 153773 0 230 0 0 0 9226 0 14708 0 177937 0 0 0 CATHY SHELBURNE DIRECTOR OF PROFESSIONAL L 147208 0 115 0 7892 0 11777 0 5887 0 172879 0 0 0 TEAL GALLAGHER DIRECTOR OF MEMBER ENGAGEMENT 137431 0 220 0 0 0 13743 0 19388 0 170782 0 0 0 PART I, LINE 7 DEBORAH DOWLING, CATHEY SHELBURNE, MARIANA ROBLES, AND TEAL GALLAGHER, RECEIVED BONUSES OF $230, $115, $230, AND $220, RESPECTIVELY, IN 2022. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 IS CIRCULATED AMONG THE MEMBERS OF THE FINANCE COMMITTEE. QUESTIONS ARE DIRECTED TO THE EXECUTIVE DIRECTOR. THE BUSINESS MANAGER IS EMPOWERED TO SIGN THE RETURN ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. ANNUAL CONFLICT OF INTEREST REPRESENTATIONS ARE SIGNED BY THE BOARD OF DIRECTORS AND COLLECTED BY CAIS MANAGEMENT. ANY CONFLICTS DURING THE YEAR ARE BROUGHT TO THE ATTENTION OF THE PRESIDENT OF THE BOARD. INITIALLY, THEY WOULD BE REVIEWED BY THE BOARD PRESIDENT AND THE EXECUTIVE DIRECTOR. IF WARRANTED, THEY WOULD THEN BE REVIEWED BY THE EXECUTIVE COMMITTEE. THE RESTRICTIONS WOULD VARY, DEPENDING UPON THE NATURE OF THE CONFLICT INVOLVED. MOST COMMONLY, A DIRECTOR WITH A CONFLICT WOULD RECUSE HIM/HERSELF FROM PARTICIPATING IN A DISCUSSION OR FROM VOTING ON A MOTION. THE ACTIONS REGARDING THESE CONFLICTS ARE RECORDED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET UNDER THE TERMS OF A CONTRACT THAT WAS APPROVED BY THE BOARD, WHICH IS COMPOSED OF INDEPENDENT PERSONS, THAT REVIEWED COMPENSATION COMPARABILITY DATA AND SUBSTANTIATED THE DELIBERATION OF THEIR DECISION. FURTHERMORE, CAIS ALSO MAINTAINS RECORDS FOR THE DELIBERATION AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 CAIS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990,PART XXI,LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.