Form 990 for tax year 2024
Filed by CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR.
Totals
- Total revenue
- $4,691,868
- Total expenses
- $2,925,219
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,785,972
- Investment income
- $1,905,896
- Other revenue
- $0
- Total assets, end of year
- $85,276,760
- Total liabilities, end of year
- $43,367,649
- Net assets or fund balances, end of year
- $41,909,111
- 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
-
JESSE TAMAYO
AREA DIRECTOR C
- Total calculated
- $200
- From this org
- $0
- From related orgs
- $200
- Other
- $0
- Hours/week
- 1 + 5 related
-
DONNELL FASSLER
AREA DIRECTOR C
- Total calculated
- $400
- From this org
- $0
- From related orgs
- $400
- 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
-
ROSEMARY LOPES-HORN
AREA DIRECTOR E
- Total calculated
- $600
- From this org
- $0
- From related orgs
- $600
- Other
- $0
- Hours/week
- 1 + 5 related
-
KELLYANNA MILLER
AREA DIRECTOR F
- 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
- $0
- Hours/week
- 1 + 5 related
-
OLIVIA DE LEON
AREA DIRECTOR G
- Total calculated
- $600
- From this org
- $0
- From related orgs
- $600
- Other
- $0
- Hours/week
- 1 + 5 related
-
LAURA MOORE
AREA DIRECTOR H
- Total calculated
- $600
- From this org
- $0
- From related orgs
- $600
- 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
- $483,304
- From this org
- $0
- From related orgs
- $434,530
- Other
- $48,774
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $434,530 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $10,290 related
- Nontaxable benefits
- $0 + $38,484 related
- Filer's total
- $0 + $483,304 related
-
HAROLD DEGUZMAN
CHIEF FINANCIAL OFFICER
- Total calculated
- $318,072
- From this org
- $0
- From related orgs
- $278,207
- Other
- $39,865
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $278,207 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,179 related
- Nontaxable benefits
- $0 + $31,686 related
- Filer's total
- $0 + $318,072 related
-
DAVID BARBER
CHIEF COUNSEL
- Total calculated
- $272,203
- From this org
- $0
- From related orgs
- $250,390
- Other
- $21,813
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $250,390 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $7,362 related
- Nontaxable benefits
- $0 + $14,451 related
- Filer's total
- $0 + $272,203 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.
-
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION
501(C)(5) · PROMOTE AND PROTECT THE RIGHTS & WELFARE OF ITS MEMBERS · CA
-
527 · TO PARTICIPATE IN STATE AND/OR LOCAL CANDIDATE ELECTIONS · CA
Directly controlled by CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION
-
PACE OF CSEA LOCAL STATE FEDERAL CANDIDATES
527 · TO PARTICIPATE IN LOCAL, STATE AND FEDERAL CANDIDATE ELECTIONS · CA
Directly controlled by CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION
-
501(C)(3) · TO PROVIDE AID TO DESTITUTE OR HOMELESS SCHOOL EMPLOYEES AND THEIR FAMILIES · CA
Directly controlled by CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 3 April 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600989349300220
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