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← CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR

Form 990 for tax year 2023

Filed by CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR.

Totals

Total revenue
$4,610,315
Total expenses
$3,103,405
Contributions and grants received
$0
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • ADAM WEINBERGER

    ASSOCIATION PRESIDENT

    Total calculated
    $1,200
    From this org
    $0
    From related orgs
    $1,200
    Other
    $0
    Hours/week
    1 + 40 related

  • LETETSIA FOX

    ASSOCIATION 1ST VP

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 5 related

  • JERRY WHITE

    ASSOCIATION 2ND VP

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 5 related

  • JOSHUA LEIMANN

    ASSOCIATION SECRETARY

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 5 related

  • BENJAMIN VALDEPENA

    PAST PRESIDENT

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 5 related

  • RONALD WALKER

    AREA DIRECTOR A

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 5 related

  • COLETTE HETLAND

    AREA DIRECTOR B

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 5 related

  • DONNELL FASSLER

    AREA DIRECTOR C

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 5 related

  • HELENA PERKINS

    AREA DIRECTOR D

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 5 related

  • CARMEN ALESSANDRO

    AREA DIRECTOR E (THRU 05/31/24)

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ROSEMARY LOPES-HORN

    AREA DIRECTOR E (AS OF 07/28/23)

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 5 related

  • FREDDIE ARROYO JR

    AREA DIRECTOR F

    Total calculated
    $400
    From this org
    $0
    From related orgs
    $400
    Other
    $0
    Hours/week
    1 + 5 related

  • IVAN PASTRANO

    AREA DIRECTOR G (THRU 05/31/24)

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • OLIVIA DE LEON

    AREA DIRECTOR G (AS OF 07/28/23)

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 5 related

  • BILL HAGAR

    AREA DIRECTOR H

    Total calculated
    $400
    From this org
    $0
    From related orgs
    $400
    Other
    $0
    Hours/week
    1 + 5 related

  • DONALD SNYDER

    AREA DIRECTOR I

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 5 related

  • TROY JOHNSON

    AREA DIRECTOR K

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 5 related

  • KEITH PACE

    EXECUTIVE DIRECTOR

    Total calculated
    $497,230
    From this org
    $0
    From related orgs
    $434,096
    Other
    $63,134
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $434,096 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $32,634 related
    Filer's total
    $0 + $497,230 related

  • HAROLD DEGUZMAN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $291,287
    From this org
    $0
    From related orgs
    $249,728
    Other
    $41,559
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,728 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,911 related
    Nontaxable benefits
    $0 + $27,648 related
    Filer's total
    $0 + $291,287 related

  • DAVID BARBER

    CHIEF COUNSEL

    Total calculated
    $261,276
    From this org
    $0
    From related orgs
    $223,336
    Other
    $37,940
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,336 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $25,199 related
    Nontaxable benefits
    $0 + $12,741 related
    Filer's total
    $0 + $261,276 related

  • ANDREW KAHN

    CHIEF COUNSEL (THRU 06/16/23)

    Total calculated
    $138,238
    From this org
    $0
    From related orgs
    $123,233
    Other
    $15,005
    Hours/week
    1 + 40 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 · 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
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TRUST DOES NOT HAVE ANY EMPLOYEES AND THEREFORE NO POLICIES EXIST. HOWEVER, THE ORGANIZATION HAS A RELATED ORGANIZATION, CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION, AND THEY USE APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE AS THEIR METHOD FOR ESTABLISHING COMPENSATION.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
24 March 2025
IRS schema version
2023v6.0
Source object
202520989349301727

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