2025-11-04T15:03:52-06:00 2024-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2024-01-01 940362021 CALIFORNIA STATE EMPLOYEES ASSOCIATION CALI 9163264285 3000 ADVANTAGE WAY SACRAMENTO CA 95834 LAO SOK GENERAL MANAGER 9163264285 2025-10-30 1 1 JENNIFER Z IWATA P01310188 9166466464 2025-10-30 2024 2025-03-06 01:10:19Z NINA THOMAS 3000 ADVANTAGE WAY SACRAMENTO CA 95834 4354834 0 X WWW.CALCSEA.ORG X 1984 CA TO FURTHER THE INTERESTS OF THE CURRENT AND RETIRED EMPLOYEES OF THE STATE OF CALIFORNIA. 7 7 88 11 84260 33190 0 0 2723270 2660757 1053 73472 1592662 1618480 4316985 4352709 0 0 0 0 3755699 3975381 0 0 0 1071329 1197107 4827028 5172488 -510043 -819779 13464685 13058415 22996528 22194243 -9531843 -9135828 CSEA WAS FORMED AND EXISTS TO FURTHER THE INTERESTS OF THE CURRENT AND RETIRED EMPLOYEES OF THE STATE OF CALIFORNIA IN CONNECTION WITH THEIR SERVICE TO THE PEOPLE OF THE STATE. 0 0 CALIFORNIA STATE EMPLOYEES ASSOCIATION REPRESENTS ITS MEMBERS IN MATTERS CONCERNING SALARY, BENEFITS, WORKING CONDITIONS, ASSISTANCE IN FILING AND PURSUING EMPLOYEE GRIEVANCES AND OTHER MATTERS. PROVIDES LOW COST AND BENEFIT PLANS AND PRODUCTS TO ITS MEMBERSHIP. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 88 1 1 1 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X KENTON JONES 9163264268 3000 ADVANTAGE WAY SACRAMENTO CA 95834 NINA THOMAS CHAIR OF THE BOARD - ACSS PRESIDENT 10.00 X X 0 0 0 GEANIE HIXON CFO CSR 10.00 X X 0 0 0 TIM SKILLMAN SECRETARY TREASURER ACSS 10.00 X 0 0 0 CATHERINE HUTCHINSON PRESIDENT CSUEU 10.00 X 0 0 0 JOE REYNOSO PRESIDENT CSR 10.00 X 0 0 0 TERRY WILSON VP OF FINANCE CSUEU 10.00 X 0 0 0 DAVID JIMENEZ CONTROLLER SEIU LOCAL 1000 10.00 X 0 0 0 TODD D'BRAUNSTEIN CHAIR OF THE BOARD TO OCT 2024 10.00 X X 0 0 0 JERRY FOUNTAIN SECRETARY TREASURER CSR TO OCT 2024 10.00 X X 0 0 0 DEBORAH LAMBERT SECRETARY TREASURER ACSS TO OCT 2024 10.00 X 0 0 0 STEPHANIE HUEG DIRECTOR TO OCT 2024 10.00 X 0 0 0 LAO SOK GENERAL MANAGER/CEO 40.00 X 230555 0 41303 ROCCO PATERNOSTER EXECUTIVE DIR., ACSS 40.00 X 752731 0 38764 GERALD JAMES ASSISTANT DIR. OF REPRESENTATION 40.00 X 208210 0 15126 LISA FONG BENEFITS DIRECTOR 40.00 X 201991 0 20715 DIMITRIOS PHILLIOU EXECUTIVE DIR., CSUEU 40.00 X 183382 0 23899 LAURA SANDBANK HR MANAGER 40.00 X 163227 0 46083 1740096 0 185890 31 0 1 0 0 AFFILIATE COST REIMBURSEMENTS 900099 2575371 2575371 ADMINISTRATIVE SERVICES FEES 541900 84246 84246 MEMBERSHIP DUES 900099 1140 1140 2660757 73472 73472 1564490 1564490 2139 2125 14 14 TENANT RENTS 900009 53760 53760 OTHER INCOME 900099 216 216 53976 4352709 2630487 84260 1637962 271858 1547456 428935 1596267 130865 207595 57850 107956 168675 48587 203241 5114 8564 146288 199990 LICENSES AND FEES 37463 TRAINING 5784 5172488 7911618 3447457 23757 306679 149293 153586 8303 6178 206266 360470 6240108 1284731 5101665 4955377 3828668 63783 0 13464685 13058415 711662 813972 22284866 21380271 22996528 22194243 X -9531843 -9135828 -9531843 -9135828 13464685 13058415 X -819779 111079 1104715 X X 0 1 X 1 0 1 0 0 900000 900000 4710402 688255 4022147 558742 525512 33230 70964 70964 0 4955377 PENSION & POST-RET BENEFIT LIABILITY 21348114 DUE TO AFFILIATES 32157 21380271 X 5568503 111079 1104715 1215794 4352709 0 4352709 5172488 0 5172488 0 5172488 PART X, LINE 2: THE ASSOCIATION HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION & POST-RETIREMENT BENEFIT CHANGES 1,104,715. X X 0 0 0 ROCCO PATERNOSTER EXECUTIVE DIR., ACSS 752731 0 0 0 0 0 26181 0 12583 0 791495 0 0 0 LAO SOK GENERAL MANAGER/CEO 230555 0 0 0 0 0 15157 0 26146 0 271858 0 0 0 GERALD JAMES ASSISTANT DIR. OF REPRESENTATION 208210 0 0 0 0 0 15126 0 0 0 223336 0 0 0 LISA FONG BENEFITS DIRECTOR 201991 0 0 0 0 0 16935 0 3780 0 222706 0 0 0 LAURA SANDBANK HR MANAGER 163227 0 0 0 0 0 10473 0 35610 0 209310 0 0 0 DIMITRIOS PHILLIOU EXECUTIVE DIR., CSUEU 183382 0 0 0 0 0 20599 0 3300 0 207281 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CSEA HAS 4 CLASSES OF "ACTIVE MEMBERS". THOSE MEMBERS HAVE VOTING RIGHTS TO ELECT CSEA OFFICERS, INCLUDING CSEA CHAIR OF THE BOARD AND CSEA SECRETARY/TREASURER. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION FOR FORM 990, PART VI, LINE 6 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAD NO SUCH COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE CSEA TREASURER WILL REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CSEA BOARD OF DIRECTORS AND GENERAL MANAGER MUST CERTIFY THAT NO CONFLICTS EXIST ON A YEARLY BASIS. ALL BUSINESS DEALINGS ARE REVIEWED BY THE CSEA CHIEF COUNSEL FOR PARTIAL CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION & POST-RETIREMENT BENEFIT CHANGES 1,104,715. FORM 990, PART XII, LINE 2C NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT NOR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR. CA STATE EMPLOYEES ASSOCIATION FOUNDATION 3000 ADVANTAGE WAY SUITE 230 SACRAMENTO CA 95834 942985502 CHARITABLE ORGANIZATION CA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0