2025-01-21T10:12:47-06:00 2024-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-07-01 941623582 CALIFORNIA SCHOOL BOARDS FOUNDATION CALI 9163714691 3251 BEACON BOULEVARD WEST SACRAMENTO CA 956913531 LARE BLOODWORTH CHIEF FINANCIAL OFFICER 9163714691 2025-01-16 1 1 JENNIFER Z IWATA P01310188 9166466464 2024-12-24 2023 2024-10-15 13:58:12Z VERNON M BILLY 3251 BEACON BOULEVARD WEST SACRAMENTO CA 956913531 2152782 0 X WWW.CSBA.ORG X 1970 CA THE MISSION IS TO PROVIDE EDUCATION, SUPPORT AND TRAINING TO SCHOOL BOARD MEMBERS, CONDUCT POLICY RESEARCH AND ANALYSIS ON EDUCATION RELATED ISSUES. 5 0 0 4 0 0 293972 2098228 54066 53350 154 1204 0 0 348192 2152782 0 0 0 0 136868 252150 0 0 25216 507631 773447 644499 1025597 -296307 1127185 787060 2426719 2144845 2657319 -1357785 -230600 X THE MISSION OF THE CALIFORNIA SCHOOL BOARDS FOUNDATION IS TO PROVIDE EDUCATION, SUPPORT, AND TRAINING TO SCHOOL BOARD MEMBERS, CONDUCT POLICY RESEARCH AND ANALYSIS ON EDUCATION-RELATED ISSUES, TO RECOGNIZE EDUCATIONAL LEADERSHIP AND ACHIEVEMENTS IN CALIFORNIA, TO ENCOURAGE AND FACILITATE THE PROCESS OF COOPERATIVE PLANNING AND ACTION FOR RESEARCH, SURVEYS, AND DEMONSTRATIONS IN THE FIELD OF EDUCATION, TO DISSEMINATE, THROUGH APPROPRIATE CHANNELS, FINDINGS AND RECOMMENDATIONS DERIVED FROM EDUCATIONAL RESEARCH, TO SUPPORT EDUCATION-RELATED PROJECTS WHICH ARE OF STATEWIDE SIGNIFICANCE AND INTEREST, AND TO SEEK ADEQUATE FUNDS FROM FOUNDATIONS, CORPORATIONS, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS AND INDIVIDUALS TO FINANCE PROJECTS OF THE FOUNDATION WHICH ARE CONSISTENT WITH THIS PURPOSE. 0 0 691655 THE FOUNDATION RECEIVES GRANTS WHICH FUND PROJECTS ADDRESSING A VARIETY OF ISSUES THAT IMPACT SCHOOL BOARD GOVERNANCE AND STUDENT LEARNING AND ACHIEVEMENT. THESE ISSUES MAY INCLUDE, BUT ARE NOT LIMITED TO, EXTENDED LEARNING, STUDENT HEALTH AND WELLNESS, CONDITIONS OF CHILDREN, COLLEGE AND CAREER READY INITIATIVES, CURRIUCULUM, EDUCATION WORKFORCE HOUSING, AND THE LOCAL CONTROL FUNDING FORMULA AND LOCAL CONTROL AND ACCOUNTABILITY PLANS. ACTIVITIES INCLUDE DEVELOPING POLICY BRIEFS, FACT SHEETS, ARTICLES AND GUIDEBOOKS, VIDEOS AND ONLINE MODULES, WEBINARS AND CONDUCTING TRAININGS, PRESENTATIONS AND WORKSHOPS TO SUPPORT SCHOOL BOARD MEMBERS AND THEIR SUPERINTENDENTS IN ADDRESSING THESE ISSUES AS THEY IMPACT STUDENT LEARNING AND ACHIEVEMENT THROUGH THEIR ROLE AND RESPONSIBILITIES. 292626 53350 THE ANNUAL GOLDEN AWARDS PROGRAM IS SUPPORTED BY THE FOUNDATION. THE AWARDS PROMOTE EXCELLENCE IN EDUCATION AND SCHOOL BOARD GOVERNANCE BY RECOGNIZING OUTSTANDING PROGRAMS AND GOVERNANCE PRACTICES OF SCHOOL BOARDS IN SCHOOL DISTRICTS AND COUNTY OFFICES OF EDUCATION THROUGHOUT CALIFORNIA. THE AWARDS ALSO RECOGNIZE EFFECTIVE GOVERNANCE AND BOARDSMANSHIP OF AN INDIVIDUAL BOARD MEMBER AND A GOVERNANCE TEAM, AND THE IMPORTANT ROLE EDUCATION JOURNALISTS PLAY IN CREATING AWARENESS IN THE COMMUNITY. AT THE ANNUAL EDUCATION CONFERENCE AND TRADE SHOW, WINNERS ARE RECOGNIZED FOR THEIR ACCOMPLISHMENTS AT A FORMAL EVENT. AS A RESULT, WINNERS RECEIVE POSITIVE MEDIA COVERAGE HIGHLIGHTING BEST PRACTICES AND EFFORTS TO SUPPORT CALIFORNIA'S PRE K-12 STUDENTS TO REACH THEIR FULL POTENTIAL. 984281 1 1 0 0 0 0 0 0 0 0 0 0 0 1 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 X 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X X LARE BLOODWORTH 9166693300 3251 BEACON BLVD WEST SACRAMENTO CA 95691 SUSAN HEREDIA PRESIDENT TO 01/25/24 1.00 1.20 X X 0 13495 0 SUSAN MARKARIAN VICE PRESIDENT AS OF 12/3/22, PRESIDENT AS OF 1/26 1.00 1.40 X X 0 29682 0 ALBERT GONZALEZ TREASURER TO 1/25/24, VICE PRESIDENT AS OF 1/26/24 1.00 1.20 X X 0 22989 0 VERNON BILLY DIRECTOR 0.20 39.80 X 0 352505 92350 NAOMI EASON DIRECTOR 1.00 39.00 X X 0 195338 50993 BETTYE LUSK TREASURER AS OF 01/26/24 1.00 1.40 X X 0 13495 0 STEPHEN POGEMILLER CFO TO 1/25/24 1.00 39.00 X 0 185801 69716 MARY BRIGGS SECRETARY 8.00 32.00 X 0 123540 57947 LARE BLOODWORTH CFO AS OF 01/26/24 1.00 39.00 X 0 0 0 0 936845 271006 0 0 1 0 0 2098228 2098228 FOUNDATION PROGRAMS 900099 53350 53350 53350 1204 1204 2152782 53350 0 1204 X 180096 162086 18010 13516 12164 1352 45687 41118 4569 12851 11566 1285 16100 16100 488168 488168 27153 27153 1648 1648 4175 4175 118144 118144 421 421 OVERHEAD APPLIED 117638 117638 1025597 984281 16100 25216 272320 284583 118747 1419951 100000 30000 0 365993 622185 787060 2426719 0 4373 110 0 2144735 2652946 2144845 2657319 X -1463986 -1562523 106201 1331923 -1357785 -230600 787060 2426719 1127185 0 X X 0 1 X 1 0 X 81794 213850 522433 293972 2098228 3210277 81794 213850 522433 293972 2098228 3210277 407259 2803018 343 135 207 154 1204 2043 24 24 3212344 282245 0.87260 0.42770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INTERCOMPANY RECEIVABLES 622185 622185 INTERCOMPANY PAYABLES 2652946 2652946 X PART X, LINE 2: THE ASSOCIATION HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 VERNON BILLY DIRECTOR 0 335505 0 17000 0 0 0 37348 0 55002 0 444855 0 0 STEPHEN POGEMILLER CFO TO 1/25/24 0 180326 0 5475 0 0 0 12022 0 57694 0 255517 0 0 NAOMI EASON DIRECTOR 0 189326 0 6012 0 0 0 11443 0 39550 0 246331 0 0 MARY BRIGGS SECRETARY 0 119760 0 3780 0 0 0 10130 0 47817 0 181487 0 0 PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -WRITTEN EMPLOYMENT CONTRACT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD FORM 990, PART V, LINE 2A AND 2B ALL FOUNDATION EMPLOYEES ARE EMPLOYEES OF CSBA, A RELATED ENTITY. CSBA IS RESPONSIBLE FOR REPORTING WAGE INFORMATION ON FORM W-3. FORM 990, PART VI, SECTION A, LINE 7A FOUNDATION OFFICERS ROTATE, EXCEPT FOR CSBA STAFF MEMBERS, BASED ON THE POSITION THEY ARE ELECTED TO BY CSBA AT THE DELEGATE ASSEMBLY. BOARD MEMBERS THROUGHOUT THE STATE WHOSE DISTRICTS AND/OR COUNTY OFFICES OF EDUCATION ARE MEMBERS OF CSBA, ELECT BOARD MEMBERS TO SERVE AS DELEGATES TO CSBA'S DELEGATE ASSEMBLY. THE DELEGATES THEN ELECT THE MEMBERS OF CSBA'S BOARD OF DIRECTORS AS WELL AS THE OFFICERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO SUCH COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED PRIOR TO FILING. THE APPROPRIATE ASSOCIATION STAFF WILL REVIEW ALL DOCUMENTS PRIOR TO DISCUSSION AND REVIEW WITH THE FOUNDATION BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL CSBA OFFICERS, DIRECTORS, KEY EMPLOYEES, CERTAIN FORMER EMPLOYEES, AND SPECIFIED INDEPENDENT CONTRACTORS, AS WELL AS THE OFFICERS, DIRECTORS, KEY EMPLOYEES, CERTAIN FORMER EMPLOYEES, AND SPECIFIED INDEPENDENT CONTRACTORS OF RELATED ENTITIES SUCH AS CSBADSC, CSBAFC, AND CSB FOUNDATION. ALL OFFICERS, DIRECTORS, KEY EMPLOYEES, CERTAIN FORMER EMPLOYEES, AND SPECIFIED INDEPENDENT CONTRACTORS ARE REQUIRED TO SUBMIT ANNUALLY A DISCLOSURE STATEMENT TO THE CSBA GENERAL COUNSEL. THE GENERAL COUNSEL, CSBA CHIEF FINANCIAL OFFICER, CSBA CEO/EXECUTIVE, CSBA PRESIDENT, AND THE PRESIDENT OF THE BOARD OF DIRECTORS OF EACH RELATED ENTITY REVIEW THE STATEMENTS FOR ANY FACTS OR CIRCUMSTANCES THAT MAY REFLECT AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST. UPON REVIEW OF EACH DISCLOSURE STATEMENT, THE CSBA PRESIDENT AND CSBA GENERAL COUNSEL WILL DISCLOSE ANY IDENTIFIED ACTUAL, POTENTIAL OR APPARENT CONFLICTS OF INTEREST TO THE CSBA BOARD OF DIRECTORS OR TO THE DIRECTORS OF THE BOARD OF ANY RELATED ENTITY, WITH A RECOMMENDATION AS TO POSSIBLE ACTION. THE BOARD(S) WILL THEN DETERMINE APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CSBA FOUNDATION EXECUTIVE DIRECTOR IS AN EMPLOYEE OF CSBA, A RELATED ENTITY. CSBA IS RESPONSIBLE FOR DETERMINING THE COMPENSATION OF ALL ITS STAFF. ALL CSBA FOUNDATION OFFICERS ARE CONSIDERED EMPLOYEES OF CSBA AND THEREFORE SUBJECT TO THAT ORGANIZATION'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19 FORM 990S ARE POSTED ON THE CSBA WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 486,482. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 486,482. TEMPORARY AGENCY: PROGRAM SERVICE EXPENSES 1,686. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,686. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE CSBA AUDIT COMMITTEE REVIEWS THE AUDIT, DONE ON A CONSOLIDATED BASIS, WHICH INCLUDES THE FOUNDATION. FORM 990, PART VI, SECTION B - POLICIES DOCUMENT DESTRUCTION AND RETENTION POLICIES ARE NOT FOUNDATION POLICIES, BUT POLICIES OF CALIFORNIA SCHOOL BOARDS ASSOCIATION, A RELATED ORGANIZATION. ALL EMPLOYEES ARE GOVERNED BY THE ASSOCIATION'S POLICIES. CALIFORNIA SCHOOL BOARDS FINANCE CORPORATION 3251 BEACON BLVD WEST SACRAMENTO CA 95691 680138865 FINANCIAL ASSISTANCE TO EDUCATIONAL BODIES CA 501(C)(4) CALIFORNIA SCHOOL BOARDS ASSOCIATION 0 CALIFORNIA SCHOOL BOARDS ASSOCIATION DISTRICT SERVICES CORP 3251 BEACON BLVD WEST SACRAMENTO CA 95691 680371170 PROVIDE SUPPORT TO SCHOOL DISTRICTS CA 501(C)(4) CALIFORNIA SCHOOL BOARDS ASSOCIATION 0 CALIFORNIA SCHOOL BOARDS ASSOCIATION 3251 BEACON BLVD WEST SACRAMENTO CA 95691 941510492 PROMOTE AND ADVANCE PUBLIC EDUCATION CA 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 CA SCHOOL BOARD ASSOCIATION N 117638 ACTUAL COST