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← CALIFORNIA FEDERATION OF TEACHERS LEGAL DEFENSE FUND

Form 990 for tax year 2022

Filed by CALIFORNIA FEDERATION OF TEACHERS LEGAL DEFENSE FUND.

Totals

Total revenue
$248,670
Total expenses
$182,423
Contributions and grants received
$0
Grants paid
$173,306
Program service revenue
$244,177
Investment income
$4,493
Other revenue
$0
Total assets, end of year
$2,735,752
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,735,752
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 2a · Program service revenue: PER CAPITA TAXES

    total $244,177 · related or exempt $244,177 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $4,493 · related or exempt $0 · unrelated business $0 · excluded $4,493

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $173,306

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $9,117

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $2,588,348 · end of year $2,636,202

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $81,157 · end of year $99,550

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,669,505 · end of year $2,735,752

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

THE CALIFORNIA FEDERATION OF TEACHERS HAS ESTABLISHED A LEGAL DEFENSE FUND TO SUPPORT CASES THAT PARTICULAR AFFILIATE LOCAL UNIONS FILE AGAINST SPECIFIC SCHOOL DISTRICTS.

  • THE CALIFORNIA FEDERATION OF TEACHERS HAS ESTABLISHED A LEGAL DEFENSE FUND TO SUPPORT CASES THAT PARTICULAR AFFILIATE LOCAL UNIONS FILE AGAINST SPECIFIC SCHOOL DISTRICTS.

As filed on the 2022 return.

Listed in Part VII

  • Luukia A Smith

    COMMITTEE MEMBER

    Total calculated
    $220,756
    From this org
    $0
    From related orgs
    $105,621
    Other
    $115,135
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $105,621 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,698 related
    Nontaxable benefits
    $0 + $96,437 related
    Filer's total
    $0 + $220,756 related

  • Linda Chan

    COMMITTEE MEMBER

    Total calculated
    $2,100
    From this org
    $0
    From related orgs
    $2,100
    Other
    $0
    Hours/week
    2 + 5 related

  • Jennifer Shanoski

    COMMITTEE MEMBER

    Total calculated
    $2,100
    From this org
    $0
    From related orgs
    $2,100
    Other
    $0
    Hours/week
    2 + 5 related

  • Miki Goral

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • Matthew Kogan

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • Monica Casey

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • Arcelia O'Connor

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    2 + 5 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

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 3:
THE CALIFORNIA FEDERATION OF TEACHERS (RELATED ORGANIZATION) USES THE EXECUTIVE COUNCIL - APPROVED CONTRACTS TO ESTABLISH THE COMPENSATION OF ITS OFFICERS AND DIRECTORS.

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

  • UC-AFT LOCAL 1474

    $60,181

    LEGAL DEFENSE GRANT

  • SAN FRANCISCO CC AFT

    $38,103

    LEGAL DEFENSE GRANT

  • CERRITOS COLLEGE FACULTY

    $23,877

    LEGAL DEFENSE GRANT

  • OXNARD FED OF TEACHERS & SCHOOL EMPLOYEES

    $12,994

    LEGAL DEFENSE GRANT

  • CARPINTERIA ASSOC OF UNITED EE 2216

    $10,991

    LEGAL DEFENSE GRANT

  • LOMPOC FEDERATION OF TEACHERS

    $10,475

    LEGAL DEFENSE GRANT

  • PART TIME FACULTY UNITED AT

    $7,957

    LEGAL DEFENSE GRANT

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.

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202303189349315020

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