Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | DFA OF CALIFORNIA HAS A SINGLE CLASS OF MEMBERSHIP THAT CONSISTS OF INDIVIDUALS, SOLE PROPRIETORS, PARTNERSHIPS, CORPORATIONS, AND OTHER BUSINESS FORMS THAT ARE ENGAGED IN THE PACKING AND/OR SHIPPING OF DRIED FRUIT, TREE NUTS OR KINDRED PRODUCTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS HAVE THE RIGHT TO ELECT BOARD OF DIRECTOR MEMBERS AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7B | SOME DECISIONS REQUIRED IN THE BYLAWS OR BY CALIFORNIA LAW ARE SUBJECT TO MEMBER APPROVAL, SUCH AS THE ELECTION OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE GOVERNING BODY DOES NOT DELEGATE AUTHORITY TO COMMITTEES. THERE WERE NOT MEETINGS TO DOCUMENT. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CEO AND CONTROLLER WILL REVIEW ALL PAGES OF FORM 990 PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION INCLUDES REVIEW AND APPROVAL BY THE GOVERNING BODY AND USES COMPARABILITY DATA BASED ON SIMILARLY QUALIIFED PERSONS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THIS PROCESS IS FOLLOWED FOR MANAGEMENT POSITIONS AND THE DELIBERATIONS ARE DOCUMENTED. THIS PROCESS WAS LAST UNDERTAKEN IN 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | DFA OF CALIFORNIA'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT CURRENTLY AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | PENSION-RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COSTS -1,253,013. PENSION-RELATED CHANGES NET PERIODIC BENEFIT COSTS -37,783. NET ASSETS OF DFA GLOBAL CERTIFICATIONS |
| FORM 990, PART XII, LINE 2C: | FORM 990, PART XI, LINE 2C: NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT NOR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR. |
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