2026-04-13T20:36:23-05:00 2025-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2024-07-01 941510492 CALIFORNIA SCHOOL BOARDS ASSOCIATION CALI 9163714691 3251 BEACON BOULEVARD WEST SACRAMENTO CA 956913531 VERNON M BILLY CEO/EXECUTIVE DIRECTOR 9163714691 2026-04-06 1 1 JENNIFER Z IWATA P01310188 9166466464 2026-04-06 2024 2025-03-06 01:10:19Z VERNON M BILLY 3251 BEACON BOULEVARD WEST SACRAMENTO CA 956913531 26523295 0 X WWW.CSBA.ORG X 1952 CA PROMOTING K-12 EDUCATION SUCCESS THROUGH GOVERNANCE TRAINING, POLICY DEVELOPMENT, AND ADVOCACY. 31 27 152 32 27112 0 735165 852649 22894532 24668396 505558 787081 257 106 24135512 26308232 0 46921 0 0 14217696 15560160 0 0 0 7827413 7158483 22045109 22765564 2090403 3542668 25210224 29401671 4558358 5182823 20651866 24218848 X BOARDS OF EDUCATION ARE ENTRUSTED BY THEIR COMMUNITIES TO ENSURE THAT A HIGH QUALITY EDUCATION IS PROVIDED TO EACH STUDENT. CSBA PROMOTES SUCCESS FOR ALL STUDENTS BY DEFINING AND DRIVING THE PUBLIC EDUCATION AGENDA AND STRENGTHENING SCHOOL BOARD GOVERNANCE AT THE DISTRICT AND COUNTY LEVELS. 0 0 5318707 46921 9255322 POLICY AND GOVERNANCE TECHNOLOGY SERVICES PROVIDE SUPPORT TO SCHOOL BOARDS, COUNTY BOARDS OF EDUCATION AND ADMINISTRATORS BY ASSISTING THEM WITH DEVELOPMENT, MANAGEMENT, AND MAINTENANCE OF LOCAL POLICIES AND BOARD MEETING AGENDAS AND MATERIALS USING CSBA'S GAMUT SOFTWARE APPLICATION PLATFORM, PRIMARILY THROUGH THREE MODULES AND RELATED SERVICES.THE GAMUT POLICY MODULE GIVES EASY ACCESS TO CSBA SAMPLE POLICIES, REGULATIONS AND BYLAWS, PERTINENT LAWS, AND OTHER RESOURCES THAT ARE UPDATED QUARTERLY. THE GAMUT POLICY PLUS MODULE PROVIDES AN ONLINE HOSTING PLATFORM FOR BOARD POLICIES WITH DIRECT UPDATING, EDITING, AND POSTING CAPABILITIES. THE GAMUT MEETINGS MODULE IS A PAPERLESS BOARD MEETING SERVICE WHICH ELIMINATES THE NEED FOR HARD COPIES OF AGENDAS AND RELATED BACKGROUND MATERIAL. THIS SERVICE SAVES THE DISTRICT STAFF TIME AND REDUCES COSTS. GAMUT MEETINGS IS ALSO AVAILABLE TO OTHER USERS, SUCH AS NONPROFITS AND COUNTIES. POLICY DEVELOPMENT WORKSHOPS ARE DESIGNED TO BRING TOGETHER THE EXPERTISE AND EXPERIENCE OF A CSBA CONSULTANT WITH DISTRICT OR COUNTY OFFICE ADMINISTRATORS AND/OR BOARD MEMBERS TO PRODUCE AN UPDATED DISTRICT OR COUNTY OFFICE OF EDUCATION POLICY MANUAL THAT COMPLIES WITH STATE AND FEDERAL LAW, AND MEETS LOCAL NEEDS. POLICY MANUAL REVIEWS PROVIDE SCHOOL DISTRICTS AND COUNTY OFFICES OF EDUCATION WITH A REPORT COMPARING THEIR ADOPTED POLICIES WITH THE CURRENT CSBA SAMPLE POLICIES. THE REPORT SUMMARIZES REVISIONS TO THE CSBA SAMPLE POLICIES THAT MAY HAVE NOT BEEN UPDATED IN THE DISTRICT'S POLICY MANUAL. 4531205 2733270 ASSOCIATION EDUCATION: CSBA PROVIDES TRAINING, SUPPORT, AND RESOURCES TO GOVERNING BOARDS, INCLUDING SUPERINTENDENTS, TO MAXIMIZE THEIR EFFECTIVENESS IN CARRYING OUT THEIR CRITICAL LEADERSHIP FUNCTIONS. THE TRAINING OPPORTUNITIES PROVIDED TO CSBA MEMBERS INCLUDE THE FOLLOWING AREAS: TRAINING FOR NEW BOARD MEMBERS; EFFECTIVE GOVERNANCE AND LEADERSHIP; BOARD ROLES AND RESPONSIBILITIES; STUDENT BOARD MEMBER TRAINING; STATE AND NATIONAL TRENDS IN EDUCATION; LEGALLY REQUIRED ETHICS TRAINING; AND EDUCATION POLICY AND RESEARCH REGARDING STUDENT ACHIEVEMENT. THESE TRAININGS ARE DELIVERED THROUGH CONFERENCES, CERTIFICATE PROGRAMS, WORKSHOPS, AND INSTITUTES, AND TARGET THE BOARD MEMBER, SUPERINTENDENT, AND EXECUTIVE ASSISTANT AUDIENCES. CSBA'S ANNUAL EDUCATION CONFERENCE DRAWS NEARLY 4,000 PARTICIPANTS, INCLUDING ATTENDEES, PRESENTERS, THOUGHT LEADERS, BUSINESS PARTNERS, AND EXHIBITORS. GOVERNANCE CONSULTING SERVICES PROVIDES DIRECT SUPPORT TO GOVERNANCE TEAMS BY OFFERING CUSTOMIZED WORKSHOPS ON EFFECTIVE GOVERNANCE, BOARD SELF-EVALUATION, AND SUPERINTENDENT EVALUATION. SINCE THE PANDEMIC LIMITED FACE-TO-FACE INTERACTIONS, TRAINING SERVICES HAVE EVOLVED TO INCLUDE VIRTUAL OPTIONS. 5079812 GOVERNMENTAL RELATIONS: ADVOCATES ON BEHALF OF PUBLIC ELEMENTARY AND SECONDARY EDUCATION BEFORE THE CALIFORNIA STATE LEGISLATURE AND U.S. CONGRESS AND OTHER STATE AND FEDERAL GOVERNMENTAL ENTITIES. THE DEPARTMENT PROVIDES STAFF SUPPORT TO CSBA'S LEGISLATIVE COMMITTEE TO TAKE ACTIVE POSITIONS ON PENDING LEGISLATION AND PROMOTE THE ENACTMENT OF LEGISLATION FAVORABLE TO THE INTERESTS OF STUDENTS, SCHOOL DISTRICTS AND COUNTY OFFICES OF EDUCATION. GOVERNMENTAL RELATIONS ENGAGES IN NEGOTIATIONS ON THE STATE BUDGET TO MAXIMIZE RESOURCES AVAILABLE FOR K-12 PUBLIC EDUCATION AND PRIORITIZE THE USE OF THOSE RESOURCES. 5129182 12652692 THE EDUCATION LEGAL ALLIANCE (ELA) TAKES ON LEGAL ISSUES OF STATEWIDE IMPACT ON BEHALF OF ITS MEMBERS, SUPPORTS MEMBERS IN LEGAL CHALLENGES, AND TRACKS CASE LAW PERTINENT TO EDUCATION IN CALIFORNIA. IT FILES AMICUS BRIEFS AND LAWSUITS THAT SUPPORT SCHOOL DISTRICTS AND COUNTY OFFICES OF EDUCATION ON MATTERS OF STATEWIDE IMPORTANCE AND PROVIDES FUNDING TO SCHOOL DISTRICT AND COUNTY OFFICES OF EDUCATION FOR LITIGATION ON MATTERS OF STATEWIDE IMPORTANCE. DISTRICTS AND COUNTY OFFICES OF EDUCATION, ON A VOLUNTARY BASIS, CONTRIBUTE ANNUALLY AN AMOUNT THAT IS BASED ON A PERCENTAGE OF THEIR CSBA DUES. AN ADVISORY COMMITTEE OF NOTED SCHOOL LAW ATTORNEYS REVIEWS CASES AND LEGAL ISSUES AND, ALONG WITH THE GENERAL COUNSEL, ADVISES A STEERING COMMITTEE ON THE POTENTIAL STATEWIDE IMPACT OF A CASE, AS WELL AS THE LIKELIHOOD OF SUCCESS IN THE COURTS. THE STEERING COMMITTEE, COMPRISED OF PROMINENT SCHOOL OR COUNTY BOARD MEMBERS, SUPERINTENDENTS, AND EDUCATION AND POLITICAL EXPERTS, MAKES THE FINAL DECISION ABOUT FUNDING VARIOUS LEGAL PROJECTS AND CASES, UNLESS THE DECISION HAS SIGNIFICANT IMPLICATIONS FOR THE ORGANIZATION AND IS THEREFORE SENT TO THE CSBA BOARD FOR APPROVAL.THE COMMUNICATIONS DEPARTMENT SUPPORTS THE REALIZATION OF CSBA'S VISION AND MISSION BY INCREASING UNDERSTANDING OF AND SUPPORT FOR THE SCHOOL BOARD ROLE IN STRENGTHENING PUBLIC SCHOOLS AND IMPROVING STUDENT OUTCOMES. THE DEPARTMENT ENGAGES MEMBERS, THE PUBLIC, POLICYMAKERS, KEY INFLUENCERS, AND THE MEDIA THROUGH A RANGE OF COMMUNICATION CHANNELS. THESE CHANNELS INCLUDE BUT ARE NOT LIMITED TO: DAILY AND WEEKLY DIGESTS OF EDUCATION NEWS STORIES; WEEKLY E-NEWSLETTERS; REGULAR BLOG POSTS; THE MONTHLY CALIFORNIA SCHOOL NEWSLETTER; THE QUARTERLY CALIFORNIA SCHOOL MAGAZINE; REGULAR UPDATES TO MULTIPLE WEBSITES INCLUDING CSBA.ORG AND AEC.CSBA.ORG; NEWS ADVISORIES AND PRESS RELEASES, MARKETING COLLATERAL, SPECIAL PUBLICATIONS, THE CSBA YEAR-IN-REVIEW, AND REGULAR COMMUNICATION THROUGH SOCIAL MEDIA PLATFORMS SUCH AS FACEBOOK, TWITTER, AND YOUTUBE. THE DEPARTMENT ALSO ARRANGES PRESS EVENTS, FIELDS MEDIA INQUIRIES AND OTHER PUBLIC QUESTIONS, AND PROVIDES EXECUTIVE SUPPORT IN THE FORM OF SPEECHWRITING AND MESSAGING. THROUGH ITS MEMBER COMMUNICATIONS, CSBA REACHES MORE THAN 5,000 SCHOOL BOARD TRUSTEES AND THEIR SUPERINTENDENTS IN MORE THAN 1,000 SCHOOL DISTRICTS, COUNTY OFFICES OF EDUCATION, AND REGIONAL OCCUPATIONAL CENTERS/PROGRAMS. EXTERNALLY, CSBA'S STATEMENTS AND POSITIONS REGULARLY APPEAR IN MAINSTREAM NEWS PUBLICATIONS ACROSS THE STATE OF CALIFORNIA, AND FREQUENTLY IN THE NATIONAL MEDIA. RESEARCH AND EDUCATION POLICY DEVELOPMENT: PROVIDES ANALYSIS OF MAJOR EDUCATION ISSUES AND PROVIDES INFORMATION ON THOSE ISSUES TO CSBA'S LEADERSHIP AND MEMBERSHIP. THE DEPARTMENT ALSO RESPONDS TO REQUESTS FROM BOARD MEMBERS AND OTHER EDUCATIONAL ORGANIZATIONS FOR STATISTICS AND OTHER INFORMATION ABOUT TK-12 EDUCATION POLICY IN CALIFORNIA.THE BUSINESS AFFILIATES PROGRAM: CSBA'S CONSOLIDATED MARKETING EFFORTS STRENGTHEN OUR RELATIONSHIPS WITH THE PRIVATE SECTOR AND GENERATE ADDITIONAL REVENUES FOR THE ASSOCIATION. THE "PACKAGE" CONCEPT OF BENEFITS, DISCOUNTS, AND RECOGNITION OFFERS SUBSTANTIAL APPEAL FOR POTENTIAL CSBA SPONSORS, DONORS, EXHIBITORS, AND ADVERTISERS.TOTAL FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES 5129182 12652692 20058906 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 42 0 1 152 1 1 1 0 0 0 1 1 0 0 0 X 31 27 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X LARE BLOODWORTH 9163714691 3251 BEACON BLVD WEST SACRAMENTO CA 95691 SUSAN MARKARIAN IMMEDIATE PAST PRESIDENT TO 12/7/24 5.00 X X 13495 0 0 ALBERT GONZALEZ PRESIDENT TO 12/7/24 AND IMMEDIATE PAST PRESIDENT 5.00 1.40 X X 29682 0 0 BETTYE LUSK PRESIDENT-ELECT TO 12/7/24 AND PRESIDENT 5.00 1.20 X X 22989 0 0 DEBRA SCHADE VICE PRESIDENT TO 12/7/24 AND PRESIDENT-ELECT AS O 5.00 1.40 X X 13495 0 0 SABRENA RODRIGUEZ DIRECTOR REGION 11 TO 12/7/24 AND VICE PRESIDENT A 5.00 0.20 X X 0 0 0 TYLER NELSON DIRECTOR REGION 1 1.00 X 0 0 0 SHERRY CRAWFORD DIRECTOR REGION 2 TO 1/2/24 1.00 X 0 0 0 BRUCE ROSS DIRECTOR REGION 2 AS OF 3/23/24 1.00 X 0 0 0 DAVID GRACIA DIRECTOR REGION 3 TO 12/7/24 1.00 X 0 0 0 ROBIN JANKIEWICZ DIRECTOR REGION 3 AS OF 2/1/25 1.00 X 0 0 0 RENEE NASH DIRECTOR REGION 4 1.00 X 0 0 0 ALISA MACAVOY DIRECTOR REGION 5 TO 12/7/24 1.00 X 0 0 0 PATRICIA MURRAY DIRECTOR REGION 5 AS OF 2/1/25 1.00 X 0 0 0 JACKIE WONG DIRECTOR REGION 6 1.00 X 0 0 0 RACHEL HURD DIRECTOR REGION 7 1.00 X 0 0 0 CHRISTOPHER OASE DIRECTOR REGION 8 1.00 X 0 0 0 ROGER SNYDER DIRECTOR REGION 9 1.00 X 0 0 0 KATHY SPATE DIRECTOR REGION 10 1.00 X 0 0 0 DANIEL SANDOVAL DIRECTOR REGION 11 AS OF 2/1/25 1.00 X 0 0 0 WILLIAM FARRIS DIRECTOR REGION 12 1.00 X 0 0 0 ANNETTE LEWIS DIRECTOR REGION 14 AS OF 12/7/24 1.00 X 0 0 0 SUSAN HENRY DIRECTOR REGION 15 1.00 X 0 0 0 KAREN GRAY DIRECTOR REGION 16 1.00 X 0 0 0 ELEANOR EVANS DIRECTOR REGION 17 AS OF 1/27/24 1.00 X 0 0 0 BRUCE DENNIS DIRECTOR REGION 18 1.00 X 0 0 0 DEVON CONLEY DIRECTOR REGION 20 1.00 X 0 0 0 TANYA ORTIZ FRANKLIN DIRECTOR REGION 21 TO 9/9/24 1.00 X 0 0 0 ROCIO RIVAS DIRECTOR REGION 21 AS OF 12/2/24 1.00 X 0 0 0 NANCY SMITH DIRECTOR REGION 22 1.00 X 0 0 0 HELEN HALL DIRECTOR REGION 23 1.00 X 0 0 0 JAN BAIRD DIRECTOR REGION 24 1.00 X 0 0 0 CHRISTOPHER CLARK DIRECTOR-AT-LARGE, AFRICAN AMERICAN 1.00 X 0 0 0 CHRISTINA CAMERON DIRECTOR-AT-LARGE, AMERICAN INDIAN 1.00 X 0 0 0 SYLVIA LEONG DIRECTOR-AT-LARGE, ASIAN PACIFIC ISLANDER 1.00 X 0 0 0 MICHAEL TEASDALE DIRECTOR-AT-LARGE, COUNTY 1.00 X 0 0 0 JOAQUIN RIVERA DIRECTOR-AT-LARGE, HISPANIC TO 12/7/24 1.00 X 0 0 0 ALMA CARINA CASTRO DIRECTOR-AT-LARGE, HISPANIC AS OF 12/7/24 1.00 X 0 0 0 VERNON M BILLY CEO/EXECUTIVE DIRECTOR 39.60 0.40 X 404789 0 129610 LARE BLOODWORTH CHIEF FINANCIAL OFFICER AS OF 1/2/24 37.00 3.00 X 192140 0 28979 ROBERT TUERCK CHIEF, LEGAL COUNSEL 4.00 36.00 X 221162 0 47435 NAOMI EASON CHIEF, RESEARCH & EDUCATION POLICY DEVELOPMENT 39.00 1.00 X 204085 0 55488 PATRICK O'DONNELL CHIEF, GOVERNMENTAL RELATIONS 40.00 X 230312 0 81528 SCOTT HAMILTON CHIEF TECHNOLOGY OFFICER 40.00 X 194325 0 50155 KRISTIN LINDGREN-BRUZZONE GENERAL COUNSEL 40.00 X 241676 0 24674 TROY FLINT CHIEF, COMMUNICATIONS 40.00 X 161924 0 65502 JOSHUA DANIELS CHIEF, POLICY AND GOVERNANCE TECHNOLOGY SERVICES 40.00 X 213730 0 73754 AMY CHRISTIANSON CHIEF, MEMBER SERVICES 28.00 12.00 X 174533 0 34379 MARYELA MARTINEZ SENIOR LEGAL SERVICES ATTORNEY 40.00 0.00 X 179130 0 52083 ALEXANDRA WORTHY SENIOR LEGAL SERVICES ATTORNEY 40.00 0.00 X 171685 0 41544 ERIKA HOFFMAN DEPUTY LEGISLATIVE DIRECTOR 40.00 X 161792 0 43189 CHRISTOPHER REEFE LEGISLATIVE DIRECTOR 40.00 X 168630 0 34612 JAMES COLLINS SENIOR DIRECTOR 19.60 20.40 X 167946 0 15465 3167520 0 778397 42 0 1 0 ACCESS MARKETING AND EVENTS LLC 3897 BIRCHWOOD DRIVE BOULDER CO 90304 MARKETING CONSULTING 102127 1 852649 852649 MEMBERSHIP DUES 900099 10365573 10365573 POLICY SERVICES 900099 9255322 9255322 CONTINUING EDUCATION 900099 2733270 2733270 EDUCATION LEGAL ALLIANCE 900099 1900576 1900576 CCBE PROGRAMS 900099 228105 228105 185550 158438 27112 24668396 787081 787081 106 106 215063 215063 0 26308232 24641284 27112 787187 46921 46921 2507238 2303203 204035 9261217 8490460 770757 1534974 1401765 133209 1424521 1338724 85797 832210 774374 57836 398072 398072 38001 38001 252954 252954 12063 12063 845888 832462 13426 301319 293637 7682 1459351 1449757 9594 480001 478250 1751 417381 417381 671841 444923 226918 2069743 1537484 532259 387196 387196 245152 244034 1118 DUES AND SUBSCRIPTIONS 63236 62274 962 STAFF DEVELOPMENT 41457 41457 0 CSBA PAC EXPENSES 11618 11618 OVERHEAD ALLOCATION -765458 -1402996 637538 228668 228573 95 22765564 20058906 2706658 0 1734700 1799926 12077007 16136438 243761 233389 58318 0 385957 724829 9159139 4595756 4835535 4563383 1343679 1441278 316350 316350 4214917 4186078 25210224 29401671 947549 1576345 2277683 2302340 1333126 1304138 4558358 5182823 X 20651866 24218848 20651866 24218848 25210224 29401671 3542668 24314 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 712336 712336 5316479 1884362 3432117 5973 5973 0 1530183 1249081 281102 1594168 1456340 137828 4563383 INTERCOMPANY RECEIVABLES 3803857 LEASE 382221 4186078 COMPENSATED ABSENCES 897765 LEASE 406373 1304138 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 CONSOLIDATED FINANCIAL STATEMENTS. 1 MONTECITO UNION SCHOOL DISTRICT 385 SAN YSIDRO RD SANTA BARBARA CA 93108 770071413 GOV 46921 0 LEGAL ASSISTANCE 1 PART I, LINE 2: AFTER ELIGIBILITY FOR THE GRANT WAS DETERMINED AND THE AWARD WAS DISBURSED, FURTHER MONITORING WAS NOT REQUIRED. FUNDS WERE FOR ONE TIME ASSISTANCE. X X X X X X 0 0 0 0 0 0 0 0 0 VERNON M BILLY CEO/EXECUTIVE DIRECTOR 384789 0 20000 0 0 0 44923 0 84687 0 534399 0 0 0 PATRICK O'DONNELL CHIEF, GOVERNMENTAL RELATIONS 223017 0 7295 0 0 0 25785 0 55743 0 311840 0 0 0 JOSHUA DANIELS CHIEF, POLICY AND GOVERNANCE TECHNOL 206316 0 7414 0 0 0 12199 0 61555 0 287484 0 0 0 ROBERT TUERCK CHIEF, LEGAL COUNSEL 212635 0 8527 0 0 0 12223 0 35212 0 268597 0 0 0 KRISTIN LINDGREN-BRUZZONE GENERAL COUNSEL 233227 0 8449 0 0 0 12180 0 12494 0 266350 0 0 0 NAOMI EASON CHIEF, RESEARCH & EDUCATION POLICY D 195749 0 8336 0 0 0 12201 0 43287 0 259573 0 0 0 SCOTT HAMILTON CHIEF TECHNOLOGY OFFICER 186688 0 7637 0 0 0 12216 0 37939 0 244480 0 0 0 MARYELA MARTINEZ SENIOR LEGAL SERVICES ATTORNEY 172266 0 6864 0 0 0 12234 0 39849 0 231213 0 0 0 TROY FLINT CHIEF, COMMUNICATIONS 155358 0 6566 0 0 0 19096 0 46406 0 227426 0 0 0 LARE BLOODWORTH CHIEF FINANCIAL OFFICER AS OF 1/2/24 188369 0 3771 0 0 0 12219 0 16760 0 221119 0 0 0 ALEXANDRA WORTHY SENIOR LEGAL SERVICES ATTORNEY 164821 0 6864 0 0 0 12234 0 29310 0 213229 0 0 0 AMY CHRISTIANSON CHIEF, MEMBER SERVICES 167877 0 6656 0 0 0 12239 0 22140 0 208912 0 0 0 ERIKA HOFFMAN DEPUTY LEGISLATIVE DIRECTOR 155642 0 6150 0 0 0 17883 0 25306 0 204981 0 0 0 CHRISTOPHER REEFE LEGISLATIVE DIRECTOR 162203 0 6427 0 0 0 18691 0 15921 0 203242 0 0 0 JAMES COLLINS SENIOR DIRECTOR 161519 0 6427 0 0 0 12244 0 3221 0 183411 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A ACCORDING TO THE BYLAWS AND STANDING RULES OF THE ASSOCIATION, THE BOARD OF DIRECTORS AND THE EXECUTIVE COMMITTEE HAVE BEEN DELEGATED AUTHORITY TO TAKE ACTION ON BEHALF OF THE ASSOCIATION. THE EXECUTIVE COMMITTEE IS COMPRISED OF FOUR OFFICERS: PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT AND IMMEDIATE PAST PRESIDENT. THE BOARD OF DIRECTORS IS COMPRISED OF 27 DIRECTORS PLUS THE EXECUTIVE COMMITTEE AND IT TOO MAY ACT BETWEEN MEETINGS OF THE DELEGATE ASSEMBLY. FORM 990, PART VI, SECTION A, LINE 6 BOARD MEMBERS THROUGHOUT THE STATE WHOSE DISTRICTS AND/OR COUNTY OFFICES OF EDUCATION ARE MEMBERS OF CSBA ELECT SCHOOL OR COUNTY OFFICE BOARD MEMBERS TO SERVE AS DELEGATES TO CSBA'S DELEGATE ASSEMBLY. THE DELEGATES THEN ELECT THE MEMBERS OF THE BOARD OF DIRECTORS AND THE OFFICERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION TO PART VI, LINE 6. FORM 990, PART VI, SECTION A, LINE 7B THE PRESIDENT RECOMMENDS COMMITTEE APPOINTMENTS, THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT'S RECOMMENDED APPOINTMENTS, AND THE BOARD OF DIRECTORS CONSIDERS AND APPROVES COMMITTEE APPOINTMENTS. DECISIONS BY THE OFFICERS ARE REPORTED TO THE BOARD. THE MAJORITY OF DECISIONS ARE MADE BY THE BOARD OF DIRECTORS, INCLUDING THE ADOPTION OF THE ASSOCIATION'S ANNUAL BUDGET. THE BOARD ALSO DELEGATES DECISIONS TO THE CEO AND EXECUTIVE DIRECTOR, AS APPROPRIATE. THE DELEGATE ASSEMBLY ALSO MAKES DECISIONS SURROUNDING SUCH ISSUES AS BALLOT MEASURES AND POLICY POSITIONS AND APPROVES ADDITIONS AND AMENDMENTS TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE REVIEWED PRIOR TO FILING. THE APPROPRIATE ASSOCIATION STAFF WILL REVIEW ALL DOCUMENTS PRIOR TO DISCUSSION AND REVIEW WITH THE CSBA AUDIT COMMITTEE AND APPROVAL BY THE 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 15A THE COMPENSATION REVIEW COMMITTEE IS COMPOSED OF THE CHAIR OF THE AUDIT COMMITTEE, THE CHAIR OF THE FINANCE COMMITTEE, TWO MEMBERS FROM THE BOARD OF DIRECTORS APPOINTED BY THE CSBA PRESIDENT, AND THE IMMEDIATE PAST PRESIDENT OF THE BOARD OF DIRECTORS. THE CHAIR OF THE COMMITTEE IS APPOINTED BY THE PRESIDENT AND APPROVED BY THE BOARD OF DIRECTORS. THE VICE CHAIR IS SELECTED BY THE COMMITTEE. THE COMMITTEE REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR OF CSBA. THE COMMITTEE MEETS TO REVIEW THEIR PROTOCOL AND DATA ASSEMBLED FROM COMPARABLE ASSOCIATIONS WITH SIMILAR REVENUE AND EMPLOYEE BASE, AND GENERAL DATA FROM COMPARABLE NOT-FOR-PROFIT AND FOR-PROFIT BASED ORGANIZATIONS. IN THE EVENT OF A SALARY ADJUSTMENT FOR THE CEO/EXECUTIVE DIRECTOR, THE COMMITTEE FORWARDS A WRITTEN RECOMMENDATION TO THE EXECUTIVE COMMITTEE FOR REVIEW. THE EXECUTIVE COMMITTEE THEN PREPARES ITS RECOMMENDATION AND MEETS IN EXECUTIVE SESSION WITH THE BOARD OF DIRECTORS. A FINAL DECISION IS RENDERED BY MAJORITY VOTE OF THE BOARD. ANY RECOMMENDATION BY THE COMPENSATION COMMITTEE ON COMPENSATION IS SHARED WITH THE FULL BOARD AS WELL. FORM 990, PART VI, SECTION C, LINE 19 FORM 990S ARE POSTED ON THE CSBA WEBSITE, AS WELL AS CERTAIN OTHER DOCUMENTS, AND ALL ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS FROM PRIOR YEAR HAS NOT CHANGED. CALIFORNIA SCHOOL BOARDS FOUNDATION 3251 BEACON BLVD WEST SACRAMENTO CA 95691 941623582 PROVIDE TRAINING AND SUPPORT TO SCHOOL BOARD MEMBERS CA 501(C)(3) LINE 7 CALIFORNIA SCHOOL BOARDS ASSOCIATION 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CALIFORNIA SCHOOL BOARDS ASSOCIATION DISTRICT SERVICES CORP N 541951 ACTUAL COST CALIFORNIA SCHOOL BOARDS ASSOCIATION FINANCE CORPORATION N 63786 ACTUAL COST CALIFORNIA SCHOOL BOARDS FOUNDATION N 159721 ACTUAL COST