TY 2022 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) EDGAR DIAZ...................................................................... PRESIDENT	40.00 .................	X	X	2,050	0	0
(2) AMY EYTCHISON...................................................................... SECRETARY	2.00 .................	X	X	1,518	0	0
(3) ANASTASIA BORTCOSH...................................................................... DIRECTOR	1.00 .................	X		725	0	0
(4) ALAN UNDERWOOD...................................................................... VICE PRESIDENT - OUTGOING	1.00 .................	X	X	1,495	0	0
(5) STEVE CAMPOS...................................................................... DIRECTOR - OUTGOING	1.00 .................	X		0	0	0
(6) ABBY WOELKE...................................................................... DIRECTOR - OUTGOING	1.00 .................	X		725	0	0
(7) DOUG VOMSTEEG...................................................................... DIRECTOR	1.00 .................	X		689	0	0
(8) JAMIE VAUGHN...................................................................... DIRECTOR	1.00 .................	X		725	0	0
(9) APRIL KLINGELHOFER...................................................................... DIRECTOR - OUTGOING	1.00 .................	X		0	0	0
(10) KERRI BODEMER...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(11) CYNTHIA LOPEZ...................................................................... VICE PRESIDENT - INCOMING	2.00 .................	X	X	0	0	0
(12) AMBER KOTT...................................................................... TREASURER	2.00 .................	X	X	0	0	0
(13) SUZI STOCK...................................................................... DIRECTOR - INCOMING	1.00 .................	X		0	0	0
(14) DEREK HEID...................................................................... DIRECTOR - INCOMING	1.00 .................	X		0	0	0
(15) TINA MEY...................................................................... DIRECTOR - INCOMING	1.00 .................	X		0	0	0
(16) CLAUDIA CANDRAY...................................................................... DIRECTOR - INCOMING	1.00 .................	X		0	0	0

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(1) EDGAR DIAZ......................................................................
PRESIDENT

40.00
.................

2,050

(2) AMY EYTCHISON......................................................................
SECRETARY

2.00
.................

1,518

(3) ANASTASIA BORTCOSH......................................................................
DIRECTOR

1.00
.................

725

(4) ALAN UNDERWOOD......................................................................
VICE PRESIDENT - OUTGOING

1.00
.................

1,495

(5) STEVE CAMPOS......................................................................
DIRECTOR - OUTGOING

1.00
.................

(6) ABBY WOELKE......................................................................
DIRECTOR - OUTGOING

1.00
.................

725

(7) DOUG VOMSTEEG......................................................................
DIRECTOR

1.00
.................

689

(8) JAMIE VAUGHN......................................................................
DIRECTOR

1.00
.................

725

(9) APRIL KLINGELHOFER......................................................................
DIRECTOR - OUTGOING

1.00
.................

(10) KERRI BODEMER......................................................................
DIRECTOR

1.00
.................

(11) CYNTHIA LOPEZ......................................................................
VICE PRESIDENT - INCOMING

2.00
.................

(12) AMBER KOTT......................................................................
TREASURER

2.00
.................

(13) SUZI STOCK......................................................................
DIRECTOR - INCOMING

1.00
.................

(14) DEREK HEID......................................................................
DIRECTOR - INCOMING

1.00
.................

(15) TINA MEY......................................................................
DIRECTOR - INCOMING

1.00
.................

(16) CLAUDIA CANDRAY......................................................................
DIRECTOR - INCOMING

1.00
.................

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(A)
Name and business address

(B)
Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet

	(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	7,986
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......	1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................	2e
3	Subtract line 2e from line 1..................	3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................	4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......	5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........	1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................	2e
3	Subtract line 2e from line 1...................	3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................	4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......	5

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

CALIFORNIA TEACHERS ASSOCIATION
TEMECULA VALLEY EDUCATORS ASSOCIATION

Employer identification number

51-0161770

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 6	ALL BARGAINING UNIT PERSONS HAVE THE OPTION OF BECOMING MEMBERS OR AGENCY FEE PAYORS OF THE ORGANIZATION. THE MAIN PURPOSE OF MEMBERSHIP IS FOR BARGAINING AND TEACHER REPRESENTATION.
FORM 990, PART VI, SECTION A, LINE 7A	ALL MEMBERS VOTE IN MEMBERS TO THE GOVERNING BODY (EXECUTIVE BOARD) ON A BI-ANNUAL BASIS.
FORM 990, PART VI, SECTION A, LINE 7B	MEMBERS HAVE THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ORGANIZATION'S GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11B	THE 990 IS REVIEWED BY THE PRESIDENT AND THE TREASURER BEFORE FILING. IT IS AVAILABLE FOR REVIEW BY THE GOVERNING BODY.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS OF THE ORGANIZATION AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 24E	RELEASE DAYS: PROGRAM SERVICE EXPENSES 6,386. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,386. EQUIPMENT CONTRACTS/LEASES: PROGRAM SERVICE EXPENSES 4,852. MANAGEMENT AND GENERAL EXPENSES 1,213. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,065. MEMBER PROMOTION: PROGRAM SERVICE EXPENSES 5,575. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,575. RETIREMENT EXPENSE: PROGRAM SERVICE EXPENSES 5,469. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,469. NEW TEACHER SUPPORT: PROGRAM SERVICE EXPENSES 5,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,250. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 5,186. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,186. SCHOLARSHIPS: PROGRAM SERVICE EXPENSES 4,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,500. OTHER: PROGRAM SERVICE EXPENSES 2,958. MANAGEMENT AND GENERAL EXPENSES 1,185. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,143. UTILITIES: PROGRAM SERVICE EXPENSES 2,770. MANAGEMENT AND GENERAL EXPENSES 692. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,462. TELEPHONE: PROGRAM SERVICE EXPENSES 2,738. MANAGEMENT AND GENERAL EXPENSES 684. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,422. ELECTIONS: PROGRAM SERVICE EXPENSES 1,740. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,740. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 1,056. MANAGEMENT AND GENERAL EXPENSES 264. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,320. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 554. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 554.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE MISSION OF TVEA IS TO REPRESENT ITS MEMBERS WITH THEIR EMPLOYERS, AND TO BE THE EXCLUSIVE REPRESENTATIVE OF APPROPRIATE BARGAINING UNITS OF SCHOOL EMPLOYEES OF THE TEMECULA UNIFIED SCHOOL DISTRICT IN ALL MATTERS RELATED TO EMPLOYMENT CONDITIONS/RELATIONS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	12
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	12
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	18
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	298,295	343,518
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	87	87
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	298,382	343,605
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	102,443	102,523
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	196,426	258,921
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	298,869	361,444
19	Revenue less expenses. Subtract line 18 from line 12.......	-487	-17,839
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	485,568	465,385
21	Total liabilities (Part X, line 26).............	31,646	29,302
22	Net assets or fund balances. Subtract line 21 from line 20.....	453,922	436,083

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 253,450 including grants of $ ) (Revenue $ 343,518 )
	THE TEMECULA VALLEY EDUCATORS ASSOCIATION REPRESENTS THE TEACHERS, NURSES, COUNSELORS, PSYCHOLOGISTS, SPEECH PATHOLOGISTS AND LIBRARIANS OF THE TEMECULA VALLEY UNIFIED SCHOOL DISTRICT. ENCOMPASSING 18 ELEMENTARY, 6 MIDDLE, 4 HIGH SCHOOL SITES AND 1 ADULT SCHOOL, TVEA ADVOCATES FOR OVER 1,325 PUBLIC EDUCATION PROFESSIONALS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses253,450

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	7,927	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	MEMBERSHIP DUES AND AS	611600	343,518	343,518
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		343,518

3 Investment income (including dividends, interest, and othersimilar amounts) ......			87			87
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory			7a
b	Less: cost or other basis and sales expenses			7b
c	Gain or (loss)			7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			343,605	343,518	0	87

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	13,337	13,337
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	80,917	22,929	57,988
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	504	126	378
10	Payroll taxes ...........	7,765	1,941	5,824
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	9,505		9,505
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......	6,156	1,539	4,617
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	38,415	30,732	7,683
17	Travel ............	1,689	1,689
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	27,710	27,710
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	1,454	1,163	291
23	Insurance ...	500	250	250
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PRESIDENT RELEASE TIME	84,330	67,464	16,866
b	STIPENDS	16,038	16,038
c	MEETINGS/SUPPLIES/FOOD	12,445	12,445
d	LEADERSHIP COUNCIL AND	7,607	7,607
e	All other expenses	53,072	48,480	4,592
25	Total functional expenses. Add lines 1 through 24e	361,444	253,450	107,994	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			31,365	1	15,551
2	Savings and temporary cash investments .........			440,327	2	440,414
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			3,201	9	200
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	32,519
b	Less: accumulated depreciation	10b	26,668	7,305	10c	5,851
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			3,370	15	3,369
16	Total assets. Add lines 1 through 15 (must equal line 33)...			485,568	16	465,385

17	Accounts payable and accrued expenses .....	3,344	17	395
18	Grants payable ...		18
19	Deferred revenue .........	20,921	19	20,921
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	7,381	25	7,986
26	Total liabilities. Add lines 17 through 25..	31,646	26	29,302

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	453,922	27	436,083
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	453,922	32	436,083
33	Total liabilities and net assets/fund balances ........	485,568	33	465,385

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

1a	Land .....
b	Buildings ....
c	Leasehold improvements	19,747	16,438	3,309
d	Equipment ....	12,772	10,230	2,542
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				5,851

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)