Form 990 for tax year 2023
Filed by CALIFORNIA TEACHERS ASSOCIATION INSTITUTE FOR TEACHING.
Totals
- Total revenue
- $2,658,245
- Total expenses
- $1,738,423
- Contributions and grants received
- $2,500,000
- Grants paid
- $877,097
- Program service revenue
- $0
- Investment income
- $158,245
- Other revenue
- $0
- Total assets, end of year
- $5,738,155
- Total liabilities, end of year
- $1,111,187
- Net assets or fund balances, end of year
- $4,626,968
- Program services expenses (Part IX)
- $1,694,684
- Management and general expenses
- $43,739
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,694,684
Program services were 97.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$2,050,000
-
1f · All other contributions, gifts and grants
$450,000
-
3 · Investment income
total $133,750 · excluded $133,750
-
7a · Gross sales of assets other than inventory
securities $4,354,723
-
7b · Less cost or other basis and sales expenses
securities $4,330,228
-
7c · Gain or loss
securities $24,495
-
7d · Net gain or loss
total $24,495 · excluded $24,495
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $877,097 · program services $877,097
-
11a · Fees: management
total $106,634 · program services $106,634
-
11b · Fees: legal
total $1,570 · management and general $1,570
-
11c · Fees: accounting
total $26,732 · management and general $26,732
-
11g · Fees: other
total $640,052 · program services $640,052
-
13 · Office expenses
total $12,014 · management and general $12,014
-
17 · Travel
total $18,587 · program services $18,587
-
19 · Conferences, conventions and meetings
total $3,423 · management and general $3,423
-
24a · Other expenses: GRANT EXPENSES
total $27,314 · program services $27,314
-
24b · Other expenses: SCHOOL OF GREATEST NEED
total $25,000 · program services $25,000
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $4,372,408 · end of year $1,413,512
-
4 · Accounts receivable
beginning of year $26,517
-
11 · Investments: publicly traded securities
end of year $4,324,643
-
17 · Accounts payable and accrued expenses
beginning of year $983,862 · end of year $1,111,187
-
27 · Net assets without donor restrictions
beginning of year $3,415,063 · end of year $4,176,968
-
28 · Net assets with donor restrictions
end of year $450,000
Mission and programs · 2023
Mission
TO ENHANCE, SUPPORT AND SUSTAIN HIGH QUALITY TEACHING AND HIGH QUALITY PUBLIC SCHOOLS FOR ALL CALIFORNIA STUDENTS. THROUGH PROFESSIONAL DEVELOPMENT OF TEACHERS, SPECIAL PROGRAMS, RESEARCH, CONFERENCES, NETWORKING AND COMMUNITY-BASED COALITIONS, IT SEEKS TO ADVANCE PUBLIC EDUCATION AND PROMOTE THE COMMON GOOD OF STUDENTS AND COMMUNITIES.
Activities or mission (Part I)
ENHANCE, SUPPORT AND SUSTAIN HIGH QUALITY TEACHING AND HIGH QUALITY PUBLIC SCHOOLS FOR CA STUDENTS
-
THE SCHOOLS OF GREATEST NEED PROGRAM BRINGS TEACHERS, PARENTS, PRINCIPALS AND THE COMMUNITY TOGETHER TO CREATE NEW MODELS FOR IMPROVING STUDENT ACHIEVEMENT IN CALIFORNIA'S LOWEST PERFROMING SCHOOLS.
Expenses $1,694,684 · Grants $877,097
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
DAVID B GOLDBERG
PRESIDENT
- Total calculated
- $360,764
- From this org
- $0
- From related orgs
- $228,913
- Other
- $131,851
- Hours/week
- 1 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $176,137 related
- Bonus
- $0
- Other
- $0 + $52,776 related
- Deferred
- $0 + $102,460 related
- Nontaxable benefits
- $0 + $29,391 related
- Filer's total
- $0 + $360,764 related
-
LESLIE S LITTMAN
VICE PRESIDENT
- Total calculated
- $330,215
- From this org
- $0
- From related orgs
- $210,730
- Other
- $119,485
- Hours/week
- 1 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $155,846 related
- Bonus
- $0
- Other
- $0 + $54,884 related
- Deferred
- $0 + $90,446 related
- Nontaxable benefits
- $0 + $29,039 related
- Filer's total
- $0 + $330,215 related
-
ERIKA L JONES
SECRETARY/TREASURER
- Total calculated
- $184,069
- From this org
- $0
- From related orgs
- $120,546
- Other
- $63,523
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $78,937 related
- Bonus
- $0
- Other
- $0 + $41,609 related
- Deferred
- $0 + $45,644 related
- Nontaxable benefits
- $0 + $17,879 related
- Filer's total
- $0 + $184,069 related
-
MICHAEL A PATTERSON
DIRECTOR
- Total calculated
- $51,061
- From this org
- $0
- From related orgs
- $44,335
- Other
- $6,726
- Hours/week
- 1 + 41 related
-
KISHA BORDEN
DIRECTOR
- Total calculated
- $49,416
- From this org
- $0
- From related orgs
- $43,144
- Other
- $6,272
- Hours/week
- 1 + 40 related
-
MARISA COOPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GLEN PRICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JESS SANCHEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANGELA STEGALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
EMILY GORDON
IFT EXECUTIVE DIRECTOR (TO 12/3/23)
- Total calculated
- $460,689
- From this org
- $0
- From related orgs
- $260,492
- Other
- $200,197
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $231,710 related
- Bonus
- $0
- Other
- $0 + $28,782 related
- Deferred
- $0 + $170,730 related
- Nontaxable benefits
- $0 + $29,467 related
- Filer's total
- $0 + $460,689 related
-
ABDIRAHMAN SAYID
IFT EXECUTIVE DIRECTOR (FROM 7/1/24)
- Total calculated
- $440,919
- From this org
- $0
- From related orgs
- $251,364
- Other
- $189,555
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $217,102 related
- Bonus
- $0
- Other
- $0 + $34,262 related
- Deferred
- $0 + $160,222 related
- Nontaxable benefits
- $0 + $29,333 related
- Filer's total
- $0 + $440,919 related
-
ERNEST T BOYD
FORMER PRESIDENT
- Total calculated
- $328,773
- From this org
- $0
- From related orgs
- $205,084
- Other
- $123,689
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $168,763 related
- Bonus
- $0
- Other
- $0 + $36,321 related
- Deferred
- $0 + $94,379 related
- Nontaxable benefits
- $0 + $29,310 related
- Filer's total
- $0 + $328,773 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE ORGANIZATION RELIED ON METHODS USED BY A RELATED ORGANIZATION, CALIFORNIA TEACHERS ASSOCIATION, TO ESTABLISH COMPENSATION POLICY. THE METHODS USED BY THE RELATED ORGANIZATION INCLUDE A WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · DISASTER RELIEF · CA
Directly controlled by CALIFORNIA TEACHERS ASSOCIATION
-
501(C)(9) · PROVIDE MEMBER BENEFITS · CA
Directly controlled by CALIFORNIA TEACHERS ASSOCIATION
-
CTA ASSOCIATION FOR BETTER CITIZENSHIP
527 · POLITICAL ACTION COMMITTEE · CA
Directly controlled by CALIFORNIA TEACHERS ASSOCIATION
-
CTA FOUNDATION FOR TEACHING AND LEARNING
501(C)(3) · PROVIDE GRANTS, SCHOLARSHIPS AND DISASTER RELIEF · CA
Directly controlled by CALIFORNIA TEACHERS ASSOCIATION
-
CALIFORNIA TEACHERS ASSOCIATION
501(C)(5) · LABOR ORGANIZATION · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531929349300103
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