TY 2023 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	0	0	0
(2) AMY EYTCHISON...................................................................... SECRETARY - OUTGOING	2.00 .................	X	X	2,000	0	0
(3) ANASTASIA BORTCOSH...................................................................... DIRECTOR- OUTGOING	1.00 .................	X		1,000	0	0
(4) DOUG VOMSTEEG...................................................................... DIRECTOR- OUTGOING	1.00 .................	X		1,000	0	0
(5) KERRI BODEMER...................................................................... DIRECTOR	1.00 .................	X		1,300	0	0
(6) CYNTHIA LOPEZ...................................................................... VICE PRESIDENT	2.00 .................	X	X	1,700	0	0
(7) AMBER KOTT...................................................................... TREASURER	2.00 .................	X	X	2,000	0	0
(8) SUZI STOCK...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(9) DEREK HEID...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(10) TINA MEY...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(11) CLAUDIA CANDRAY...................................................................... DIRECTOR	1.00 .................	X		637	0	0
(12) JAMIE VAUGHN...................................................................... SECRETARY - INCOMING	2.00 .................	X	X	1,000	0	0
(13) JENNIFER CATALANO...................................................................... DIRECTOR - INCOMING	1.00 .................	X		0	0	0
(14) SHANNON HUGHES...................................................................... DIRECTOR - INCOMING	1.00 .................	X		0	0	0
(15) JENNEE SCHARF...................................................................... 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) AMY EYTCHISON......................................................................
SECRETARY - OUTGOING

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

2,000

(3) ANASTASIA BORTCOSH......................................................................
DIRECTOR- OUTGOING

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

1,000

(4) DOUG VOMSTEEG......................................................................
DIRECTOR- OUTGOING

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

1,000

(5) KERRI BODEMER......................................................................
DIRECTOR

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

1,300

(6) CYNTHIA LOPEZ......................................................................
VICE PRESIDENT

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

1,700

(7) AMBER KOTT......................................................................
TREASURER

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

2,000

(8) SUZI STOCK......................................................................
DIRECTOR

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

(9) DEREK HEID......................................................................
DIRECTOR

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

(10) TINA MEY......................................................................
DIRECTOR

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

(11) CLAUDIA CANDRAY......................................................................
DIRECTOR

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

637

(12) JAMIE VAUGHN......................................................................
SECRETARY - INCOMING

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

1,000

(13) JENNIFER CATALANO......................................................................
DIRECTOR - INCOMING

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

(14) SHANNON HUGHES......................................................................
DIRECTOR - INCOMING

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

(15) JENNEE SCHARF......................................................................
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 0

	(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 July 25, 2006, 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

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

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	OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 6,363. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,363. EQUIPMENT CONTRACTS/LEASES: PROGRAM SERVICE EXPENSES 4,691. MANAGEMENT AND GENERAL EXPENSES 1,173. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,864. RECOGNITION AND AWARDS: PROGRAM SERVICE EXPENSES 5,342. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,342. SCHOLARSHIPS: PROGRAM SERVICE EXPENSES 5,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. UTILITIES: PROGRAM SERVICE EXPENSES 2,857. MANAGEMENT AND GENERAL EXPENSES 714. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,571. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 2,848. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,848. MEMBERSHIP/COMMUNITY ENGAGEMENT: PROGRAM SERVICE EXPENSES 2,741. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,741. TELEPHONE: PROGRAM SERVICE EXPENSES 1,868. MANAGEMENT AND GENERAL EXPENSES 467. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,335. MEMBER PROMOTION: PROGRAM SERVICE EXPENSES 2,249. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,249. ELECTIONS: PROGRAM SERVICE EXPENSES 1,740. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,740. LEADERSHIP COUNCIL AND SUPPORT: PROGRAM SERVICE EXPENSES 1,470. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,470. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 1,008. MANAGEMENT AND GENERAL EXPENSES 252. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,260. OTHER EXPENSE: PROGRAM SERVICE EXPENSES 150. MANAGEMENT AND GENERAL EXPENSES 1,106. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,256.

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

Cat. No. 51056K

Schedule O (Form 990) 2023

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 2023 (Part V, line 2a) ......	5	15
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) .........	343,518	389,934
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	87	3,180
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)	343,605	393,114
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)	102,523	108,293
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)....	258,921	284,448
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	361,444	392,741
19	Revenue less expenses. Subtract line 18 from line 12.......	-17,839	373
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	465,385	466,123
21	Total liabilities (Part X, line 26).............	29,302	29,667
22	Net assets or fund balances. Subtract line 21 from line 20.....	436,083	436,456

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 325,760 including grants of $ ) (Revenue $ 389,934 )
	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 expenses325,760

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	10,637	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	389,934	389,934
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		389,934

3 Investment income (including dividends, interest, and othersimilar amounts) ......			3,180			3,180
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
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
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			393,114	389,934	0	3,180

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 ...........	12,478	12,478
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........	86,239	64,679	21,560
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	604	151	453
10	Payroll taxes ...........	8,972	6,729	2,243
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	4,060		4,060
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 .......	7,681	1,920	5,761
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	38,424	30,739	7,685
17	Travel ............	363	363
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	38,592	38,592
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	104,831	83,865	20,966
b	STIPENDS	25,490	25,490
c	MEETINGS/SUPPLIES/FOOD	14,434	14,434
d	RELEASE DAYS	6,580	6,580
e	All other expenses	42,039	38,327	3,712
25	Total functional expenses. Add lines 1 through 24e	392,741	325,760	66,981	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 ........			15,551	1	30,020
2	Savings and temporary cash investments .........			440,414	2	423,594
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 ......			200	9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	37,262
b	Less: accumulated depreciation	10b	28,122	5,851	10c	9,140
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 ...........			3,369	15	3,369
16	Total assets. Add lines 1 through 15 (must equal line 33)...			465,385	16	466,123

17	Accounts payable and accrued expenses .....	395	17	590
18	Grants payable ...		18
19	Deferred revenue .........	20,921	19	21,091
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	7,986	25	7,986
26	Total liabilities. Add lines 17 through 25..	29,302	26	29,667

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	436,083	27	436,456
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 ...........	436,083	32	436,456
33	Total liabilities and net assets/fund balances ........	465,385	33	466,123

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	17,065	2,682
d	Equipment ....	17,515	11,057	6,458
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				9,140

(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.)

(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.)

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
ACCRUED VACATION LIABILITY	7,986








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