2024-05-15T09:12:47-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2022-07-01 941745199 ASSOCIATION OF CALIFORNIA SCHOOL ADMINISTRATORS ASSO 9164674455 1029 J STREET 500 SACRAMENTO CA 95814 CLAIRE CORDELL CFO 6506294300 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 19189264 0 X WWW.ACSA.ORG X 1971 CA PROMOTE THE ADVANCEMENT OF EDUCATION. 28 28 119 28 711871 0 305390 116899 16749940 18271865 0 -241832 53905 794556 17109235 18941488 157582 29250 0 0 6296593 7168335 0 0 0 6067553 7935409 12521728 15132994 4587507 3808494 36491665 34209347 2424092 2442855 34067573 31766492 THE ASSOCIATION SERVES ITS MEMBERS BY CREATING RESOURCES THAT ENABLE CALIFORNIA SCHOOL ADMINISTRATORS TO DEVELOP AND APPLY CREATIVE LEADERSHIP AND MANAGEMENT SKILLS AND IN TURN, IMPROVE THE EDUCATIONAL PROCESS FOR ALL STUDENTS. 0 0 THE ASSOCIATION SERVES ITS MEMBERS BY CREATING RESOURCES THAT ENABLE CALIFORNIA SCHOOL ADMINISTRATORS TO DEVELOP AND APPLY CREATIVE LEADERSHIP AND MANAGEMENT SKILLS AND IN TURN, IMPROVE THE EDUCATIONAL PROCESS FOR ALL STUDENTS. 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 71 0 1 119 1 1 1 0 0 0 1 1 0 0 0 X 28 28 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X CLAIRE CORDELL 6506294300 1029 J STREET 500 SACRAMENTO CA 95814 EDGAR ZAZUETA EXECUTIVE DIRECTOR 33.00 4.50 X 244592 0 55016 SCARLETT VANYI CHIEF OPERATING OFFICER (THRU 8/22) 33.00 4.50 X 242531 0 42692 MARGARITA CUIZON-ARMELINO DEPUTY EXECUTIVE DIRECTOR 33.00 4.50 X 185846 0 58521 MEGAN BAIER MENDEZ LEGISLATIVE ADVOCATE 37.50 0.00 X 196647 0 29440 MIRZA ALIKHAN SR. DIRECTOR, MARKETING & COMMUNCIATIONS 37.50 0.00 X 191781 0 33604 TRACY ROBINSON SR. DIRECTOR, EDUCATIONAL SERVICES 37.50 0.00 X 171354 0 43158 MARY GOMES EDUCATIONAL SERVICES EXECUTIVE 37.50 0.00 X 162328 0 42142 MARJORIE BURGHGRAEF SR. DIRECTOR, HUMAN RESOURCES 37.50 0.00 X 148708 0 29368 ERIN GROGAN CHIEF FINANCIAL OFFICER (THRU 5/22) 33.00 4.50 X 119259 0 14252 PARVIN AHMADI PRESIDENT 0.90 0.60 X X 0 0 0 RAFAEL PLASCENCIA PRESIDENT-ELECT 0.90 0.60 X X 0 0 0 DARYL CAMP EDD VICE PRESIDENT 0.90 0.60 X X 0 0 0 GINA POTTER EDD VICE PRESIDENT FOR LEGISLATIVE ACTION 0.90 0.60 X X 0 0 0 ERIN SIMON EDD PRESIDENT 0.90 0.60 X X 0 0 0 CLAIRE CORDELL CFO (FROM 6/23) 33.00 4.50 X 0 0 0 MAURICIO ARELLANO DIRECTOR 0.90 0.60 X 0 0 0 DONYA BALL DIRECTOR 0.90 0.60 X 0 0 0 LAURA BUTLER DIRECTOR 0.90 0.60 X 0 0 0 KATHERINE CASTLEBERRY DIRECTOR AT-LARGE 0.90 0.60 X 0 0 0 BLANCA CAVAZOS DIRECTOR AT-LARGE 0.90 0.60 X 0 0 0 JIM CLONEY DIRECTOR 0.90 0.60 X 0 0 0 TERRENCE DAVIS DIRECTOR 0.90 0.60 X 0 0 0 LISETTE ESTRELLA-HENDERSON DIRECTOR 0.90 0.60 X 0 0 0 ROXANE FUENTES DIRECTOR 0.90 0.60 X 0 0 0 EFRAIN GUIZAR DIRECTOR 0.90 0.60 X 0 0 0 SCOTT NANIK DIRECTOR 0.90 0.60 X 0 0 0 SONJA NEELY-JOHNSON DIRECTOR 0.90 0.60 X 0 0 0 DIEGO OCHOA DIRECTOR 0.90 0.60 X 0 0 0 JULIE OLESNIEWICZ DIRECTOR 0.90 0.60 X 0 0 0 MICHAEL PAYNE DIRECTOR 0.90 0.60 X 0 0 0 JASON PROVENCE DIRECTOR AT-LARGE 0.90 0.60 X 0 0 0 RENE RICKARD DIRECTOR 0.90 0.60 X 0 0 0 DUSTIN SEEMANN DIRECTOR 0.90 0.60 X 0 0 0 SHAWN TENNENBAUM DIRECTOR 0.90 0.60 X 0 0 0 TRACY THOMPSON DIRECTOR 0.90 0.60 X 0 0 0 PETER TOWNE DIRECTOR 0.90 0.60 X 0 0 0 JULIE VITALE DIRECTOR AT-LARGE 0.90 0.60 X 0 0 0 LEISA WINSTON DIRECTOR 0.90 0.60 X 0 0 0 1663046 0 348193 24 0 1 0 0 116899 116899 MEMBERSHIP DUES 813920 16136542 16136542 SPONSOR FEES 611710 1241986 1241986 ADVERTISING INCOME 541800 711871 711871 ADVOCACY DUES 611710 144506 144506 REGISTRATION FEES 611710 29931 29931 7029 7029 18271865 5944 5944 3635 3635 790921 0 790921 790921 790921 247776 -247776 -247776 -247776 18941488 17559994 711871 552724 8250 21000 696120 5201953 732278 155722 382262 55525 380384 54652 777303 130514 1065825 176220 193636 576490 488177 474768 547472 REGION REBATES 2308639 GENERAL AND ADMIN 294559 EQUIPMENT LEASE AND MAI 213116 TAXES AND LICENSES 136494 61635 15132994 13411596 14069500 3114874 1448514 808526 1395806 0 23570 130716 210620 19684905 11918001 8249610 7766904 5000 5000 10771343 9289433 36491665 34209347 1818355 1850331 434321 488804 34368 137048 103720 2424092 2442855 X 34067573 31766492 34067573 31766492 36491665 34209347 3808494 -6109575 0 X X 0 1 X 1 0 0 0 0 0 0 0 0 16384575 1072200 1072200 1149053 -76853 197892 197892 197892 197892 198777 885 199662 197892 885 198777 232198 34306 197892 1.00000 0.00000 0.00000 0 0 1472692 1472692 11395385 5703744 5691641 6257461 5716630 540831 559367 497627 61740 7766904 DUE FROM AFFILIATES 9160489 RIGHT OF USE ASSET 128944 9289433 LEASE LIABILTY 103720 103720 X PART X, LINE 2: THE ASSOCIATION 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. PART V, LINE 4: THE ASSOCIATION'S BOARD OF DIRECTORS HAS DESIGNATED A PORTION OF CASH TO SUPPORT THE LEGAL DEFENSE. 1 SCHOLARSHIPS 21 21000 N/A N/A PART I, LINE 2: SCHOLARSHIPS ARE DECIDED AT A REGIONAL LEVEL BASED ON REGIONALLY DETERMINED CRITERIA. SCHOLARSHIPS ARE ONLY GIVEN TO MEMBERS TO BE USED FOR ATTENDANCE AT ACSA SPONSORED EVENTS. X X X 0 0 0 EDGAR ZAZUETA EXECUTIVE DIRECTOR 244592 0 0 0 0 0 42004 0 13012 0 299608 0 0 0 SCARLETT VANYI CHIEF OPERATING OFFICER (THRU 8/22) 242531 0 0 0 0 0 35893 0 6799 0 285223 0 0 0 MARGARITA CUIZON-ARMELINO DEPUTY EXECUTIVE DIRECTOR 185846 0 0 0 0 0 33750 0 24771 0 244367 0 0 0 MEGAN BAIER MENDEZ LEGISLATIVE ADVOCATE 196647 0 0 0 0 0 26266 0 3174 0 226087 0 0 0 MIRZA ALIKHAN SR. DIRECTOR, MARKETING & COMMUNCIAT 191781 0 0 0 0 0 30413 0 3191 0 225385 0 0 0 TRACY ROBINSON SR. DIRECTOR, EDUCATIONAL SERVICES 171354 0 0 0 0 0 28065 0 15093 0 214512 0 0 0 MARY GOMES EDUCATIONAL SERVICES EXECUTIVE 162328 0 0 0 0 0 27444 0 14698 0 204470 0 0 0 MARJORIE BURGHGRAEF SR. DIRECTOR, HUMAN RESOURCES 148708 0 0 0 0 0 26134 0 3234 0 178076 0 0 0 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 ORGANZATION'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 12C 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 EXECUTIVE DIRECTOR POSITION HAS A CONTRACT THAT IS REVIEWED AND APPROVED BY THE BOARD ANNUALLY. COMPARABILITY DATA WAS CONSIDERED FROM SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. ALL DELIBERATIONS AND DECISIONS REGARDING THIS COMPENSATION ARRANGEMENT ARE DOCUMENTED. ALL OTHER POSITIONS ARE GRADED BY HR TO FIT WITHIN A SALARY RANGE ON ACSA'S SALARY GRID. FOR EACH RANGE, THERE ARE EIGHT STEPS. A NEW HIRE IS HIRED INTO A CERTAIN RANGE AND STEP WITH THE APPROVAL OF THE EXECUTIVE DIRECTOR. THE SALARY RANGE GRID IS UPDATED ANNUALLY AS PART OF THE ANNUAL BUDGET WHICH IS APPROVED BY THE FULL BOARD OF DIRECTORS. THIS PROCESS IS CONDUCTED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION, AT ITS DISCRETION, MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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 ISSUES PAC 1029 J STREET SUITE 500 SACRAMENTO CA 95814 941745199 SUPPORT ISSUES THAT IMPROVE STUDENT LEARING AND SCHOOL ADMIN AS A PROFESSION CA 116899 1842441 ASSOCIATION OF CALIFORNIA SCHOOL ADMINISTRATORS SCHOOL ADMINISTRATORS SPECIAL SERVICES 1029 J STREET SUITE 500 SACRAMENTO CA 95814 942210742 ASSIST MEMBERS IN OBTAINING SPECIAL GROUP SERVICES AND INSURANCE CA 501(C)(9) ASSOCIATION OF CALIFORNIA SCHOOL ADMINISTRATORS 1 ASSOC OF CA SCHOOL ADMIN CANDIDATES (POL) 1029 J STREET SUITE 500 SACRAMENTO CA 95814 942950769 SUPPORT CANDIDATES CONSISTEN WITH ASSOCIATION'S PURPOSE CA 527 ASSOCIATION OF CALIFORNIA SCHOOL ADMINISTRATORS 1 FOUNDATION FOR EDUCATIONAL ADMINISTRATION 1029 J STREET SUITE 500 SACRAMENTO CA 95814 942702741 DEVELOP AND IMPROVE EDUCATIONAL ADMINISTRATION CA 501(C)(3) LINE 7 ASSOCIATION OF CALIFORNIA SCHOOL ADMINISTRATORS 1 SASS BENEFIT SERVICES CORP 1029 J STREET SUITE 500 SACRAMENTO CA 95814 943042758 MANAGE BENEFIT SERVICES- HOWEVER, LARGELY INACTIVE CA ASSOCIATION OF CALIFORNIA SCHOOL ADMINISTRATORS C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 FOUNDATION FOR EDUCATIONAL ADMINISTRATORS O 1277700 ACTUAL COST