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CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR

EIN 77-6175956 SAN JOSE, CA

Revenue 2024
$4,691,868
Expenses 2024
$2,925,219

As filed

Subsection
09
NTEE code
Y43
Classification
1000
Street
2045 LUNDY AVE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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 — 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $4,691,868
    Expenses
    $2,925,219
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $4,610,315
    Expenses
    $3,103,405
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $4,154,073
    Expenses
    $3,039,018
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.