2024-05-15T09:14:16-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2022-07-01 942702741 FOUNDATION FOR EDUCATIONAL ADMINISTRATION FOUN 9164674455 1029 J STREET 500 SACRAMENTO CA 95814 CLAIRE CORDELL CFO 6506924300 2024-05-14 1 CLAIRE CORDELL XXX-XX-XXXX 1 SARAH HINTZ P00492291 3037795710 2024-05-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z CLAIRE CORDELL 1029 J STREET 500 SACRAMENTO CA 95814 7720963 0 X WWW.ASCA.ORG X 1980 CA PROVIDE EDUCATIONAL PROGRAMS FOR SCHOOL ADMINISTRATORS 28 28 0 28 0 0 246740 145634 5741626 7535368 0 0 26858 39961 6015224 7720963 0 0 0 0 0 1363670 0 0 0 5988668 5925827 5988668 7289497 26556 431466 953972 850971 9909850 9375383 -8955878 -8524412 DEVELOP AND IMPROVE EDUCATIONAL ADMINISTRATION, TO ENGAGE IN RESEARCH IN THE FIELD OF EDUCATIONAL ADMINISTRATION, TO ASSIST QUALIFIED INDIVIDUALS IN THE STUDY OF EDUCATIONAL ADMINISTRATION, AND TO ASSIST FEDERAL, STATE AND LOCAL AGENCIES IN TRAINING AND RESEARCH PROGRAMS. 0 0 7289497 0 7575329 CONFERENCES, ACADEMIES AND WORKSHOPS: ADVANCE EDUCATION IN THE FIELD OF EDUCATIONAL ADMINSTRATION BY DEVELOPING AND CONDUCTING EDUCATIONAL CONFERENCES, SEMINARS, ACADEMIES, AND WORKSHOPS. GRANT PROGRAMS: TO ASSIST FEDERAL, STATE AND LOCAL EDUCATIONAL AGENCIES IN ASSESSMENT, TRAINING AND RESEARCH IN THE FIELD OF EDUCATIONAL ADMINISTRATION. COMMUNICATIONS: DISSEMINATING THE RESULTS OF EDUCATIONAL RESEARCH AND NEWS TO EDUCATION PRACTIONERS AND THE PUBLIC BY MEANS OF JOURNALS, FOUNDATION PUBLICATIONS AND OTHER MEDIA. 7289497 1 0 0 0 0 0 0 0 0 0 0 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 0 0 0 1 0 1 0 1 338 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 0 0 1 0 0 0 CA X CLAIRE CORDELL 6506924300 1029 J ST STE 500 SACRAMENTO CA 95814 EDGAR ZAZUETA EXECUTIVE DIRECTOR 2.00 35.50 X 0 244592 55016 SCARLETT VANYI CHIEF OPERATING OFFICER (THRU 8/22) 2.00 35.50 X 0 242531 42692 MARGARITA CUIZON-ARMELINO DEPUTY EXECUTIVE DIRECTOR 2.00 35.50 X 0 185846 58521 ERIN GROGAN CHIEF FINANCIAL OFFICER (THRU 5/22) 2.00 35.50 X 0 119259 14252 CLAIRE CORDELL CFO (FROM 6/20/23) 2.00 35.50 X 0 0 0 PARVIN AHMADI PRESIDENT 0.20 1.30 X X 0 0 0 RAFAEL PLASCENCIA PRESIDENT-ELECT 0.20 1.30 X X 0 0 0 DARYL CAMP EDD VICE PRESIDENT 0.20 1.30 X X 0 0 0 GINA POTTER EDD VP FOR LEGISLATIVE ACTION 0.20 1.30 X X 0 0 0 ERIN SIMON EDD PRESIDENT 0.20 1.30 X X 0 0 0 MAURICIO ARELLANO DIRECTOR 0.20 1.30 X 0 0 0 DONYA BALL DIRECTOR 0.20 1.30 X 0 0 0 LAURA BUTLER DIRECTOR 0.20 1.30 X 0 0 0 KATHERINE CASTLEBERRY DIRECTOR AT-LARGE 0.20 1.30 X 0 0 0 BLANCA CAVAZOS DIRECTOR AT-LARGE 0.20 1.30 X 0 0 0 JIM CLONEY DIRECTOR 0.20 1.30 X 0 0 0 TERRENCE DAVIS DIRECTOR 0.20 1.30 X 0 0 0 LISETTE ESTRELLA-HENDERSON DIRECTOR 0.20 1.30 X 0 0 0 ROXANE FUENTES DIRECTOR 0.20 1.30 X 0 0 0 EFRAIN GUIZAR DIRECTOR 0.20 1.30 X 0 0 0 SCOTT NANIK DIRECTOR 0.20 1.30 X 0 0 0 SONJA NEELY-JOHNSON DIRECTOR 0.20 1.30 X 0 0 0 DIEGO OCHOA DIRECTOR 0.20 1.30 X 0 0 0 JULIE OLESNIEWICZ DIRECTOR 0.20 1.30 X 0 0 0 MICHAEL PAYNE DIRECTOR 0.20 1.30 X 0 0 0 JASON PROVENCE DIRECTOR AT-LARGE 0.20 1.30 X 0 0 0 RENE RICKARD DIRECTOR 0.20 1.30 X 0 0 0 DUSTIN SEEMANN DIRECTOR 0.20 1.30 X 0 0 0 SHAWN TENNENBAUM DIRECTOR 0.20 1.30 X 0 0 0 TRACY THOMPSON DIRECTOR 0.20 1.30 X 0 0 0 PETER TOWNE DIRECTOR 0.20 1.30 X 0 0 0 JULIE VITALE DIRECTOR AT-LARGE 0.20 1.30 X 0 0 0 LEISA WINSTON DIRECTOR 0.20 1.30 X 0 0 0 0 792228 170481 0 0 1 0 0 131134 14500 145634 REGISTRATION FEES 611710 6600518 6600518 SPONSORSHIP FEES 611710 934850 934850 7535368 MISCELLANEOUS REVENUE 611710 39961 39961 39961 7720963 7575329 0 0 1266761 1266761 7110 7110 89799 89799 368350 368350 3417 3417 281195 281195 150292 150292 261800 261800 3173100 3173100 300911 300911 ALLOC PERSONNEL COSTS 1277700 1277700 MERCHANT FEES 94912 94912 BAD DEBT EXPENSE 10380 10380 DUES AND SUBSCRIPTIONS 2888 2888 882 882 7289497 7289497 0 0 468277 428112 162845 285513 322850 137346 953972 850971 380154 394884 397135 645716 9132561 8334783 9909850 9375383 X -8955878 -8524412 -8955878 -8524412 953972 850971 431466 0 X X 0 1 X 1 0 X 1205112 1202970 142905 246740 145634 2943361 1205112 1202970 142905 246740 145634 2943361 34759 2908602 75653 148808 27389 26858 39961 318669 3262030 28107765 0.89170 0.91730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 75,653. 2019 AMOUNT: $ 148,808. 2020 AMOUNT: $ 27,389. 2021 AMOUNT: $ 26,858. 2022 AMOUNT: $ 39,961. 0 DUE TO AFFILIATE 8334783 8334783 X PART X, LINE 2: THE FOUNDATION HAS APPLIED THE AMENDED ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 EDGAR ZAZUETA EXECUTIVE DIRECTOR 0 244592 0 0 0 0 0 42004 0 13012 0 299608 0 0 SCARLETT VANYI CHIEF OPERATING OFFICER (THRU 8/22) 0 242531 0 0 0 0 0 35893 0 6799 0 285223 0 0 MARGARITA CUIZON-ARMELINO DEPUTY EXECUTIVE DIRECTOR 0 185846 0 0 0 0 0 33750 0 24771 0 244367 0 0 PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: -WRITTEN EMPLOYMENT CONTRACT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF SEVERAL BOARD MEMBERS WITH THE AUTHORITY TO ACT ON BEHALF OF THE FULL BOARD BETWEEN BOARD MEETINGS. ALSO, THERE IS AN AUDIT COMMITTEE AND A FINANCE COMMITTEE COMPOSED OF BOARD MEMBERS. THE AUDIT COMMITTEE IS RESPONSIBLE FOR MEETING WITH THE EXTERNAL AUDITORS AND REVIEWING AUDIT RESULTS. THE FINANCE COMMITTEE IS RESPONSIBLE FOR REVIEWING INTERNAL FINANCIAL RESULTS, ACTUAL VS. BUDGET, INVESTMENTS INCLUDING RESULTS AND COMPLIANCE TO BOARD POLICY, AND THE ANNUAL TAX RETURN. THE PAST PRESIDENT OF THE BOARD IS CHAIR OF THE AUDIT COMMITTEE. THE VICE PRESIDENT OF THE BOARD IS CHAIR OF THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT HAVE THE RIGHT TO ELECT MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS BELONG TO A CHARTER WHICH IN TURN ARE PART OF A REGION. EACH REGION ELECTS ONE REPRESENTATIVE FROM THEIR REGION TO BE ON THE BOARD OF DIRECTORS. REGIONS ALSO SEND DELEGATES TO A DELEGATE ASSEMBLY WITH NUMBER OF VOTES BASED ON NUMBER OF MEMBERS IN THEIR REGION. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS BY THE BOARD MAY BE SUBJECT TO APPROVAL BY MEMBERS INCLUDING STATE COUNCIL PRESIDENTS, STATE COMMITTEE CHAIRS, BOARD MEMBERS, REGION OFFICERS AND ADDITIONAL MEMBERS BASED ON THE TOTAL MEMBERS IN EACH REGION. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL VERSION OF FORM 990 WILL BE MADE AVAILABLE TO THE BOARD OF DIRECTORS. MANAGEMENT REVIEWS THE 990 THROUGHOUT PREPARATION WITH CPA FIRM. FORM 990, PART VI, SECTION B, LINE 12 ALL EMPLOYEES AND BOARD MEMBERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. HUMAN RESOURCES MONITORS AND DETERMINES IF A CONFLICT EXISTS AND THAT IS REVEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION OF CALIFORNIA SCHOOL ADMINISTRATORS (ACSA), A RELATED ENTITY, IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S ENTIRE STAFF. ALL FOUNDATION FOR EDUCATIONAL ADMINISTRATION OFFICERS ARE EMPLOYEES OF ACSA AND, THEREFORE, ARE SUBJECT TO THAT ORGANIZATION'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY OVER THE FINANCIAL STATEMENT AUDIT AND THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ASSOCIATION OF CA SCHOOL ADMINISTRATORS 1029 J STREET SUITE 500 SACRAMENTO CA 95814 941745199 PROMOTE ADVANCEMENT OF EDUCATION CA 501(C)(6) N/A 0 ASSOCIATION OF CA SCHOOL ADMINISTRATORS CANDIDATES 1029 J STREET SUITE 500 SACRAMENTO CA 95814 942950769 SUPPORT CANDIDATES CONSISTENT WITH ASSOCIATION'S PURPOSE CA 527 ASSOCIATION OF CA SCHOOL ADMINISTRATORS 1 SCHOOL ADMINISTRATORS SPECIAL SERVICES 1029 J STREET SUITE 500 SACRAMENTO CA 95814 942210742 ASSIST MEMEBERS IN OBTAINING SPECIAL GROUP SERVICES AND INSURANCE CA 501(C)(9) ASSOCIATION OF CA SCHOOL ADMINISTRATORS 1 SASS BENEFIT SERVICES CORP 1029 J STREET SUITE 500 SACRAMENTO CA 95814 943042758 MANAGE BENEFITS SERVICES- HOWEVER, LATGELY INACTIVE CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 ASSOCIATON OF CALIFORNIA SCHOOL ADMINISTRATORS O 1277700 ACTUAL COST