Nonprofit · EIN 77-0274169
SAN JOSE RETIRED EMPLOYEES ASSOCIATION
Tax-exempt · SAN JOSE, CA 95159
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $381,311 | $145,057 | $236,254 | $2,546,631 | $964 | $2,545,667 |
| December 31, 2024 | 990 | $355,839 | $130,781 | $225,058 | $2,370,904 | $64,585 | $2,306,319 |
| December 31, 2023 | 990 | $331,607 | $100,879 | $230,728 | $2,119,239 | $480 | $2,118,759 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $297,096
- Investment income
- $79,770
- Other revenue
- $4,445
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $16,800
- Salaries, compensation and benefits (total)
- $16,800
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $2,370,904
- Total assets, end of year
- $2,546,631
- Total liabilities, end of year
- $964
- Net assets, end of year
- $2,545,667
- Net assets without donor restrictions
- $2,545,667
- Gross unrelated business income
- $79,770
- Gross receipts
- $1,831,311
- Employees
- 0
- Volunteers
- 18
- Year formed
- 1991
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAY CASTELLANO | PRESIDENT Trustee or director, Officer | 10 | $3,600 |
| MARK LINDER | BOARD MEMBER Trustee or director | 2 | $3,600 |
| DAVE ARMSTRONG | 1ST VICE PRE Trustee or director, Officer | 4 | $2,400 |
| JOHN PLETSCH | 2ND VICE PRE Trustee or director, Officer | 2 | $2,400 |
| JOAN LOCKWOOD | SECRETARY Trustee or director, Officer | 10 | $2,400 |
| JULIA COOPER | TREASURER Trustee or director, Officer | 10 | $2,400 |
| ANGIE ALFARO | BOARD MEMBER Trustee or director | 2 | $0 |
| YOLANDA CRUZ | BOARD MEMBER Trustee or director | 2 | $0 |
| GAIL DANCE | BOARD MEMBER Trustee or director | 2 | $0 |
| SUSAN DEVENCENZI | BOARD MEMBER Trustee or director | 2 | $0 |
| LISA HARDING | BOARD MEMBER Trustee or director | 2 | $0 |
| DENNIS HAWKINS | BOARD MEMBER Trustee or director | 2 | $0 |
| CATHY MORREY | BOARD MEMBER Trustee or director | 2 | $0 |
| FRAN VADER | BOARD MEMBER Trustee or director | 2 | $0 |
| DEBBI WARKENTIN | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAY CASTELLANO | PRESIDENT Trustee or director, Officer | 10 | $3,600 |
| MARK LINDER | BOARD MEMBER Trustee or director | 2 | $3,600 |
| JOHN PLETSCH | 2ND VICE PRE Trustee or director, Officer | 4 | $2,400 |
| JOAN LOCKWOOD | SECRETARY Trustee or director, Officer | 10 | $2,400 |
| DAVE ARMSTRONG | 1ST VICE PRE Trustee or director, Officer | 4 | $2,000 |
| JULIA COOPER | TREASURER Trustee or director, Officer | 10 | $2,000 |
| MAURICE STEVENSON | BOARD MEMBER Trustee or director | 2 | $400 |
| ANGIE ALFARO | BOARD MEMBER Trustee or director | 2 | $0 |
| GAIL DANCE | BOARD MEMBER Trustee or director | 2 | $0 |
| SUSAN DEVENCENZI | BOARD MEMBER Trustee or director | 2 | $0 |
| DENNIS HAWKINS | BOARD MEMBER Trustee or director | 2 | $0 |
| DENNIS KORABIAK | BOARD MEMBER Trustee or director | 2 | $0 |
| LARRY TOWNSEND | BOARD MEMBER Trustee or director | 2 | $0 |
| DEBBI WARKENTIN | BOARD MEMBER Trustee or director | 2 | $0 |
| FRAN VADER | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mark Linder | Board Member Trustee or director | 2 | $7,200 |
| Maurice Stevenson | 1st VP Officer | 4 | $4,000 |
| Jay Castellano | President Officer | 10 | $3,300 |
| Dorothy McGinley | Treasurer Officer | 10 | $2,800 |
| John Pletsch | 2nd VP Officer | 4 | $2,600 |
| Joan Lockwood | Secretary Officer | 10 | $2,600 |
| Sue Bradford-Moore | Board Member Trustee or director | 2 | $0 |
| Larry Townsend | Board Member Trustee or director | 2 | $0 |
| Dave Armstrong | Board Member Trustee or director | 2 | $0 |
| Susan Devencenzi | Board Member Trustee or director | 2 | $0 |
| Angie Alfaro | Board Member Trustee or director | 2 | $0 |
| Debbi Warkentin | Board Member Trustee or director | 2 | $0 |
| Gail Dance | Board Member Trustee or director | 2 | $0 |
| Denis Korabiak | Board Member Trustee or director | 2 | $0 |
| Fran Vader | Board Member Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 26515, SAN JOSE, CA 95159-6515
- In care of
- % CLARENCE SHUH
- Principal officer (990 for 2025)
- JULIA COOPER, PO BOX 26515, SAN JOSE, CA 95159
- Signed the 990
- JULIA COOPER, TREASURER
- Phone
- (408) 921-1556
- Website
- WWW.SJREA.ORG
- Return prepared by
- CHAVAN & ASSOCIATES LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0274169 or by the name SAN JOSE RETIRED EMPLOYEES ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE MISSION OF THE SAN JOSE RETIRED EMPLOYEES ASSOCIATION (SJREA) IS TO PROVIDE A SOCIAL AND EDUCATIONAL FORUM FOR RETIRED EMPLOYEES OF THE CITY OF SAN JOSE AND TO SUPPORT EFFORTS TO PRESERVE PENSION BENEFITS FOR ALL CITY OF SAN JOSE RETIREES.
Program accomplishments
- THE EXEMPT PURPOSE OF SJREA INCLUDES KEEPING MEMBERS INFORMED OF THEIR CITY RETIREMENT BENEFITS; PRESERVING AND PROTECTING AND ENHANCING RETIREMENT BENEFITS; AND PROVIDING EDUCATIONAL, RECREATIONAL AND SOCIAL OPPORTUNITIES FOR MEMBERS AND QUALIFIED SPOUSES/DOMESTIC PARTNERS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0274169
- Tax-exempt status
- 501(c)(7): Social or recreational club
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,546,631
- Income (IRS master file)
- $1,831,311
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $381,311 | $145,057 | $2,546,631 | IRS |
| 990 | December 2024 | $355,839 | $130,781 | $2,370,904 | XML |
| 990 | December 2023 | $331,607 | $100,879 | $2,119,239 | XML |
| 990 | December 2022 | $286,033 | $61,291 | $1,888,031 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | $304,899 | $59,328 | $1,635,135 | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0274169).
Questions about SAN JOSE RETIRED EMPLOYEES ASSOCIATION
- What is the EIN of SAN JOSE RETIRED EMPLOYEES ASSOCIATION?
- The employer identification number (EIN) of SAN JOSE RETIRED EMPLOYEES ASSOCIATION is 77-0274169.
- Is SAN JOSE RETIRED EMPLOYEES ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(7) since 1992.
- Are donations to SAN JOSE RETIRED EMPLOYEES ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SAN JOSE RETIRED EMPLOYEES ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN JOSE RETIRED EMPLOYEES ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN JOSE RETIRED EMPLOYEES ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SAN JOSE RETIRED EMPLOYEES ASSOCIATION?
- The 990 for the year ended December 31, 2025 names JULIA COOPER.
- Who are the officers and directors of SAN JOSE RETIRED EMPLOYEES ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 15 people; 6 received compensation from the organization, the highest $3,600 (JAY CASTELLANO, PRESIDENT).
- How much revenue does SAN JOSE RETIRED EMPLOYEES ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $381,311, expenses of $145,057 and total assets of $2,546,631 at year end.
Other nonprofits in SAN JOSE
- SAN ANDREAS REGIONAL CENTER EIN 94-2591195 · last filed 990 for 2025
- CRANKSTART FOUNDATION EIN 94-3377099 · last filed 990-PF for 2024
- SECOND HARVEST OF SILICON VALLEY EIN 94-2614101 · last filed 990 for 2025
- TECHNOLOGY CREDIT UNION EIN 94-1651781 · last filed 990 for 2024
- ROCKETSHIP EDUCATION EIN 20-4040597 · last filed 990 for 2025
- PLANNED PARENTHOOD MAR MONTE INC EIN 94-1583439 · last filed 990 for 2025
- THE HARKER SCHOOL EIN 94-1613808 · last filed 990 for 2025
- MOMENTUM FOR HEALTH EIN 94-1496052 · last filed 990 for 2025