Nonprofit · EIN 77-6175956
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR
Tax-exempt · SAN JOSE, CA 95131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $4,691,868 | $2,925,219 | $1,766,649 | $85,276,760 | $43,367,649 | $41,909,111 |
| May 31, 2024 | 990 | $4,610,315 | $3,103,405 | $1,506,910 | $77,470,332 | $45,361,350 | $32,108,982 |
| May 31, 2023 | 990 | $4,154,073 | $3,039,018 | $1,115,055 | $65,599,442 | $43,631,647 | $21,967,795 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,785,972
- Investment income
- $1,905,896
- Net gain from sales of assets
- $978
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,785,972
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $77,470,332
- Total assets, end of year
- $85,276,760
- Total liabilities, end of year
- $43,367,649
- Net assets, end of year
- $41,909,111
- Publicly traded securities
- $84,715,883
- Gross receipts
- $13,842,814
- Employees
- 0
- Volunteers
- 17
- Year formed
- 1999
- 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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEITH PACE | EXECUTIVE DIRECTOR Officer | 1 | $0 | $434,530 | $48,774 |
| HAROLD DEGUZMAN | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $278,207 | $39,865 |
| DAVID BARBER | CHIEF COUNSEL Officer | 1 | $0 | $250,390 | $21,813 |
| ADAM WEINBERGER | ASSOCIATION PRESIDENT Trustee or director, Officer | 1 | $0 | $1,200 | $0 |
| LETETSIA FOX | ASSOCIATION 1ST VP Trustee or director, Officer | 1 | $0 | $600 | $0 |
| JERRY WHITE | ASSOCIATION 2ND VP Trustee or director, Officer | 1 | $0 | $600 | $0 |
| JOSHUA LEIMANN | ASSOCIATION SECRETARY Trustee or director | 1 | $0 | $600 | $0 |
| BENJAMIN VALDEPENA | PAST PRESIDENT Trustee or director | 1 | $0 | $600 | $0 |
| RONALD WALKER | AREA DIRECTOR A Trustee or director | 1 | $0 | $600 | $0 |
| COLETTE HETLAND | AREA DIRECTOR B Trustee or director | 1 | $0 | $600 | $0 |
| HELENA PERKINS | AREA DIRECTOR D Trustee or director | 1 | $0 | $600 | $0 |
| ROSEMARY LOPES-HORN | AREA DIRECTOR E Trustee or director | 1 | $0 | $600 | $0 |
| KELLYANNA MILLER | AREA DIRECTOR F Trustee or director | 1 | $0 | $600 | $0 |
| OLIVIA DE LEON | AREA DIRECTOR G Trustee or director | 1 | $0 | $600 | $0 |
| LAURA MOORE | AREA DIRECTOR H Trustee or director | 1 | $0 | $600 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DONALD SNYDER | AREA DIRECTOR I Trustee or director | 1 | $0 | $600 |
| TROY JOHNSON | AREA DIRECTOR K Trustee or director | 1 | $0 | $600 |
| DONNELL FASSLER | AREA DIRECTOR C Trustee or director | 1 | $0 | $400 |
| JESSE TAMAYO | AREA DIRECTOR C Trustee or director | 1 | $0 | $200 |
| FREDDIE ARROYO JR | AREA DIRECTOR F Trustee or director | 1 | $0 | $0 |
990 for the year ended May 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEITH PACE | EXECUTIVE DIRECTOR Officer | 1 | $0 | $434,096 | $63,134 |
| HAROLD DEGUZMAN | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $249,728 | $41,559 |
| DAVID BARBER | CHIEF COUNSEL Officer | 1 | $0 | $223,336 | $37,940 |
| ANDREW KAHN | CHIEF COUNSEL (THRU 06/16/23) Officer | 1 | $0 | $123,233 | $15,005 |
| ADAM WEINBERGER | ASSOCIATION PRESIDENT Trustee or director, Officer | 1 | $0 | $1,200 | $0 |
| LETETSIA FOX | ASSOCIATION 1ST VP Trustee or director, Officer | 1 | $0 | $600 | $0 |
| JERRY WHITE | ASSOCIATION 2ND VP Trustee or director, Officer | 1 | $0 | $600 | $0 |
| JOSHUA LEIMANN | ASSOCIATION SECRETARY Trustee or director | 1 | $0 | $600 | $0 |
| BENJAMIN VALDEPENA | PAST PRESIDENT Trustee or director | 1 | $0 | $600 | $0 |
| RONALD WALKER | AREA DIRECTOR A Trustee or director | 1 | $0 | $600 | $0 |
| COLETTE HETLAND | AREA DIRECTOR B Trustee or director | 1 | $0 | $600 | $0 |
| DONNELL FASSLER | AREA DIRECTOR C Trustee or director | 1 | $0 | $600 | $0 |
| HELENA PERKINS | AREA DIRECTOR D Trustee or director | 1 | $0 | $600 | $0 |
| ROSEMARY LOPES-HORN | AREA DIRECTOR E (AS OF 07/28/23) Trustee or director | 1 | $0 | $600 | $0 |
| OLIVIA DE LEON | AREA DIRECTOR G (AS OF 07/28/23) Trustee or director | 1 | $0 | $600 | $0 |
| DONALD SNYDER | AREA DIRECTOR I Trustee or director | 1 | $0 | $600 | $0 |
| TROY JOHNSON | AREA DIRECTOR K Trustee or director | 1 | $0 | $600 | $0 |
| FREDDIE ARROYO JR | AREA DIRECTOR F Trustee or director | 1 | $0 | $400 | $0 |
| BILL HAGAR | AREA DIRECTOR H Trustee or director | 1 | $0 | $400 | $0 |
| CARMEN ALESSANDRO | AREA DIRECTOR E (THRU 05/31/24) Trustee or director | 1 | $0 | $0 | $0 |
| IVAN PASTRANO | AREA DIRECTOR G (THRU 05/31/24) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEITH PACE | EXECUTIVE DIRECTOR Officer | 1 | $0 | $315,698 | $121,450 |
| ANDREW KAHN | CHIEF COUNSEL Officer | 1 | $0 | $251,001 | $96,560 |
| STEVE BRASHEAR | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $143,067 | $55,038 |
| DEGUZMAN HAROLD | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $10,447 | $4,019 |
| MATTHEW DISHMAN | ASSOCIATION PRESIDENT Trustee or director, Officer | 1 | $0 | $900 | $0 |
| ADAM WEINBERGER | ASSOCIATION 1ST VP Trustee or director, Officer | 1 | $0 | $725 | $0 |
| LETETSIA FOX | ASSOCIATION SECRETARY Trustee or director | 1 | $0 | $600 | $0 |
| BENJAMIN VALDEPENA | PAST PRESIDENT Trustee or director | 1 | $0 | $600 | $0 |
| RONALD WALKER | AREA DIRECTOR A Trustee or director | 1 | $0 | $600 | $0 |
| COLETTE HETLAND | AREA DIRECTOR B Trustee or director | 1 | $0 | $600 | $0 |
| CARMEN ALESSANDRO | AREA DIRECTOR E Trustee or director | 1 | $0 | $600 | $0 |
| IVAN PASTRANO | AREA DIRECTOR G Trustee or director | 1 | $0 | $600 | $0 |
| BILL HAGAR | AREA DIRECTOR H Trustee or director | 1 | $0 | $600 | $0 |
| DONALD SNYDER | AREA DIRECTOR I Trustee or director | 1 | $0 | $600 | $0 |
| RAMELDIA MARK | AREA DIRECTOR D Trustee or director | 1 | $0 | $400 | $0 |
| DALE SORENSON | AREA DIRECTOR F Trustee or director | 1 | $0 | $400 | $0 |
| BEATRIZ MORA | AREA DIRECTOR K Trustee or director | 1 | $0 | $400 | $0 |
| DONNELL FASSLER | AREA DIRECTOR C Trustee or director | 1 | $0 | $325 | $0 |
| MONICA HAN | ASSOCIATION 2ND VP Trustee or director, Officer | 1 | $0 | $300 | $0 |
| MACHELLE KESSINGER | AREA DIRECTOR C Trustee or director | 1 | $0 | $275 | $0 |
| PERKINS HELENA | AREA DIRECTOR D Trustee or director | 1 | $0 | $200 | $0 |
| ARROYO JR FREDDIE | AREA DIRECTOR F Trustee or director | 1 | $0 | $200 | $0 |
| TROY D JOHNSON | AREA DIRECTOR K Trustee or director | 1 | $0 | $200 | $0 |
Address and contacts
- Address (IRS master file)
- 2045 LUNDY AVE, SAN JOSE, CA 95131-1825
- In care of
- % CALIFORNIA BANK & TRUST
- Principal officer (990 for 2024)
- KEITH PACE, 2045 LUNDY AVENUE, SAN JOSE, CA 95131
- Signed the 990
- HAROLD DEGUZMAN, CFO
- Phone
- (408) 473-1000
- Return prepared by
- GILBERT CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 77-6175956 or by the name CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR.
- 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
FUNDS RECEIVED WILL BE INVESTED AND USED FOR THE PAYMENT OF MEDICAL AND LIFE INSURANCE PREMIUMS FOR ITS ELIGIBLE RETIREES AS WELL AS OTHER BENEFITS INCIDENTAL THERE TO.
Program accomplishments
- CONTRIBUTIONS RECEIVED BY THE TRUST WILL BE INVESTED AND USED FOR THE PAYMENT OF ALL OR A PORTION OF THE MEDICAL AND LIFE INSURANCE PREMIUMS FOR ITS ELIGIBLE RETIREES AS WELL AS OTHER BENEFITS INCIDENTAL THERE TO.
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 77-6175956
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $85,276,760
- Income (IRS master file)
- $13,842,814
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $4,691,868 | $2,925,219 | $85,276,760 | XML |
| 990 | May 2024 | $4,610,315 | $3,103,405 | $77,470,332 | XML |
| 990 | May 2023 | $4,154,073 | $3,039,018 | $65,599,442 | XML |
| 990 | May 2022 | $8,644,441 | $93,636 | $65,769,914 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 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 77-6175956).
Questions about CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR
- What is the EIN of CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR?
- The employer identification number (EIN) of CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR is 77-6175956.
- Is CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2000.
- Are donations to CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR 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 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR?
- The 990 for the year ended May 31, 2025 names KEITH PACE.
- Who are the officers and directors of CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR?
- The 990 for the year ended May 31, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $4,691,868, expenses of $2,925,219 and total assets of $85,276,760 at year end.
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