2024-05-15T13:06:38-05:00 2023-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-07-01 946125447 CALIFORNIA SPEECH-LANGUAGE-HEARING ASSOCIATION CALI 9169211568 825 UNIVERSITY AVENUE SACRAMENTO CA 95825 MARC CONNERLY EXECUTIVE ADVISOR 9169211568 2024-05-14 1 MARC CONNERLY 999009999 1 AMANDA H WILLIAMS P01281212 9166466464 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARC CONNERLY 825 UNIVERSITY AVENUE SACRAMENTO CA 95825 1319738 0 X WWW.CSHA.ORG X 1965 CA AS CALIFORNIA'S EXPERT LEADERS IN COMMUNICATION, COGNITION, HEARING AND SWALLOWING, THE MISSION OF CSHA IS TO SERVE OUR PROFESSION, MEMBERS, CLIENTS AND COMMUNITY THROUGH EVIDENCE-BASED LEADERSHIP IN PROFESSIONAL PRACTICE, STRATEGIC ADVOCACY, THOUGHT LEADERSHIP AND INTER-PROFESSIONAL COLLABORATION. 14 14 3 30 19789 11341 143206 0 335861 1290654 11687 5333 132892 23751 623646 1319738 0 0 0 0 442653 173674 0 0 0 427782 826887 870435 1000561 -246789 319177 660613 1018903 196188 184149 464425 834754 X AS CALIFORNIA'S EXPERT LEADERS IN COMMUNICATION, COGNITION, HEARING AND SWALLOWING, THE MISSION OF CSHA IS TO SERVE OUR PROFESSION, MEMBERS, CLIENTS AND COMMUNITY THROUGH EVIDENCE-BASED LEADERSHIP IN PROFESSIONAL PRACTICE, STRATEGIC ADVOCACY, THOUGHT LEADERSHIP AND INTER-PROFESSIONAL COLLABORATION. 1 0 QUARTERLY MAGAZINE THAT PROVIDES PRACTICE-RELATED INFORMATION AND UPDATES TO MEMBERS. "CONVERGENCE" ANNUAL CONFERENCE IN ANAHEIM (MARCH 30 - APRIL 2, 2023) NUMEROUS LEGISLATIVE ADVOCACY EFFORTS, INCLUDING CASELOAD/WORKLOAD COMMITTEE, EARLY INTERVENTION TASK FORCE, FEES COMMITTEE AND FEES LEGISLATIVE ADVOCACY INVOLVEMENT. WE ALSO HELD CSHA LEGISLATIVE DAY ON MAY 2, 2023. 0 0 0 1 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 0 0 0 1 0 0 0 0 0 1 0 0 1 15 0 1 3 1 1 1 0 0 0 0 0 0 0 X 14 14 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 1 1 0 CA X CSHA 9169211568 825 UNIVERSITY AVENUE SACRAMENTO CA 95825 X BRITTANY CONNERLY AS OF 622 EXECUTIVE DIRECTOR 40.00 1.00 X 0 0 0 MARC CONNERLY EXECUTIVE ADVISOR 12.00 1.00 X 0 0 0 MICHELE LINARES CHAIR 2.00 1.00 X X 0 0 0 MARCELLA MCCOLLUM CHAIR-ELECT 2.00 X X 0 0 0 AMANDA FAZAKERLY THRU 423 SECRETARY/TREASURER 2.00 X X 0 0 0 SUSANA RODRIGUEZ AS OF 423 SECRETARY/TREASURER 2.00 X X 0 0 0 RAQUEL NARAIN IMMEDIATE PAST CHAIR 2.00 1.00 X X 0 0 0 MARET WILSON DIRECTOR 1 2.00 X 0 0 0 LISA D'ANGELO DIRECTOR 2 2.00 X 0 0 0 SHUBHA KASHINATH DIRECTOR 3 2.00 X 0 0 0 MADISON FOX DIRECTOR 4 2.00 X 0 0 0 BROOKE FINDLEY DIRECTOR 5 2.00 X 0 0 0 TRISHA THAPAR DIRECTOR 6 2.00 X 0 0 0 KELLY ARELLANO DIRECTOR 7 2.00 X 0 0 0 CAITLIN FRANCIS DIRECTOR 8 2.00 X 0 0 0 AMELIA COULTAS DIRECTOR 9 2.00 X 0 0 0 CLAUDIA CEBALLOS DIRECTOR 10 2.00 X 0 0 0 0 0 0 0 0 0 0 0 REGISTRATION FEES 611430 986417 986417 MEMBERSHIP DUES 900099 304237 304237 1290654 5333 5333 ADVERTISING 541800 19789 19789 MISCELLANEOUS 900099 3962 3962 23751 1319738 1294616 19789 5333 150864 1690 9403 11717 96000 38897 57500 8750 29090 13032 16 442596 16632 4598 UNRELATED BUSINESS INCO 1143 MARKETING/COMMUNICATION 46174 GOVERNANCE EXPENSES 23396 BANK CHARGES 14849 34214 1000561 142702 673210 173812 22704 2551 360 19345 17948 398351 324044 90940 74307 213950 230374 17313 0 660613 1018903 66086 3521 130102 78605 0 102023 196188 184149 X 464425 834754 464425 834754 660613 1018903 319177 16425 34727 0 X 0 0 0 0 0 0 304237 57500 57500 57500 48284 48284 193134 181158 11976 82787 74003 8784 74146 68883 5263 74307 DUE TO CSHA FOUNDATION 102023 102023 MARC CONNERLY OFFICER OF CSHA 96000 MARC CONNERLY IS 100% OWNER OF CONNERLY & ASSOCIATES. CONNERLY & ASSOCIATES PROVIDES MANAGEMENT CONSULTING FOR CSHA WHICH INCLUDES ADMINISTRATIVE MANAGEMENT, COMMUNICATIONS, EVENT PLANNING AND IMPLEMENTATION, MEMBERSHIP MANAGEMENT, FINANCIAL MANAGEMENT, WEBSITE AND SOCIAL MEDIA MANAGEMENT. THIS FINANCIAL ARRANGEMENT WAS APPROVED BY THE BOARD OF DIRECTORS. 0 FORM 990, PART III, LINE 2 THE ANNUAL CONVENTION SHIFTED FROM CSHA FOUNDATION A RELATED 501(C)(3) ORGANIZATION TO CSHA FOR THE FISCAL YEAR ENDING 6/30/23. FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNANCE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN QUARTERLY BOARD MEETINGS. THE GOVERNANCE COMMITTEE IS COMPOSED OF THE ASSOCIATION'S FOUR OFFICERS (ALL OF WHOM SIT ON THE BOARD OF DIRECTORS): BOARD CHAIR, BOARD CHAIR-ELECT, SECRETARY/TREASURER, AND IMMEDIATE PAST CHAIR. FORM 990, PART VI, SECTION A, LINE 2 MARC CONNERLY AND BRITTANY CONNERLY SHARE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 CSHA DELEGATED CONTROL OVER MANAGEMENT DUTIES TO CONNERLY & ASSOCIATES DURING THE 2022 TAX YEAR. CONNERLY & ASSOCIATES PROVIDES MANAGEMENT CONSULTING WHICH INCLUDES ADMINISTRATIVE MANAGEMENT, COMMUNICATIONS, EVENT PLANNING AND IMPLEMENTATION, MEMBERSHIP MANAGEMENT, FINANCIAL MANAGEMENT, AND WEBSITE AND SOCIAL MEDIA MANAGEMENT. BRITTANY CONNERLY IS THE EXECUTIVE DIRECTOR OF CSHA AND WAS COMPENSATED $75,000 BY CONNERLY & ASSOCIATES FOR SERVICES PERFORMED FOR CSHA. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS PROFESSIONAL, PARA-PROFESSIONAL, STUDENT AND LIFE MEMBERS WHO RENEW THEIR MEMBERSHIPS ANNUALLY. LIFE MEMBER IS A MEMBER CATEGORY THAT SUNSETTED JUNE 30, 2019, GRANDFATHERING IN THOSE WHO ALREADY HAD THAT MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A PROFESSIONAL AND LIFE MEMBERS ARE DEFINED AS "VOTING MEMBERS AND VOTE IN BOARD ELECTIONS EVERY YEAR. FORM 990, PART VI, SECTION A, LINE 7B BYLAWS CHANGES, ONCE APPROVED BY THE BOARD OF DIRECTORS, MUST BE VOTED ON BY VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY A FIRM OF CERTIFIED PUBLIC ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE ADVISOR PRIOR TO DISTRIBUTION TO THE BOARD OF DIRECTORS AND FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY SIGN THE BOARD MEMBER/LEADERSHIP CONFLICT OF INTEREST POLICY (BOARD GOVERNING POLICY 3.5), AND CONFLICT OF INTEREST IS COVERED EACH JUNE IN OUR ANNUAL GOVERNANCE TRAINING FOR THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE COMMITTEE (BOARD CHAIR, CHAIR-ELECT, SECRETARY/TREASURER AND IMMEDIATE PAST CHAIR) IS DESIGNATED IN BOARD GOVERNING POLICY 4.2 AS PERFORMING THE EXECUTIVE ADVISOR AND EXECUTIVE DIRECTOR PERFORMANCE EVALUATIONS AND COMPENSATION REVIEWS. THIS PROCESS WAS LAST CONDUCTED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE HOUSED AT THE ADMINISTRATIVE OFFICE AND CAN BE REVIEWED WITH A FORMAL REQUEST MADE TO THE EXECUTIVE DIRECTOR. CSHA FOUNDATION 825 UNIVERSITY AVENUE SACRAMENTO CA 95825 453360913 AWARD SCHOLARSHIPS TO STUDENTS CA 501(C)(3) LINE 9 0 CSHA - PAC 825 UNIVERSITY AVENUE SACRAMENTO CA 95825 POLITICAL CONTRIBUTIONS CA 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0