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Nonprofit · EIN 94-3048491

STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS

Tax-exempt · SACRAMENTO, CA 95811

Financials

$1.6M$2.3M2022$2M$2.4M2023$2.1M$1.9M2024
Revenue Expenses · by fiscal year end
Financials of STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,149,028$1,934,187$214,841$1,126,661$0$1,126,661
June 30, 2024990$1,997,147$2,351,981-$354,834$911,820$0$911,820
June 30, 2023990$1,624,298$2,262,278-$637,980$1,266,654$0$1,266,654
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,106,690
Investment income
$42,093
Other revenue
$245

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$1,829,870
Management and general (functional)
$104,317

Balance sheet and other

Total assets, start of year
$911,820
Total assets, end of year
$1,126,661
Total liabilities, end of year
$0
Net assets, end of year
$1,126,661
Net assets without donor restrictions
$1,126,661
Gross receipts
$2,149,028
Employees
0
Volunteers
50
Year formed
1956
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
David Mac DonaldPast President
Trustee or director
1$0
Riley TalfordMember
Trustee or director
1$0
Adele Lopez TagoloaPresident
Trustee or director, Officer
1$0
Jordan KaufmanVice President
Trustee or director, Officer
1$0
Zandra CholmondeleyTreasurer
Trustee or director, Officer
1$0
Rhonda BiesemeierSecretary
Trustee or director
1$0
Christopher GibneyMember
Trustee or director
1$0
Sean GannonAffiliate Chair
Trustee or director
1$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
David Mac DonaldPresident
Trustee or director, Officer
1$0
Adele TagoloaVice President
Trustee or director, Officer
1$0
Jordan KaufmanTreasurer
Trustee or director, Officer
1$0
Zandra CholmondeleySecretary
Trustee or director, Officer
1$0
Rhonda BiesemeierMember
Trustee or director
1$0
David GilmoreMember
Trustee or director
1$0
Sean GannonAffiliate Chair
Trustee or director
1$0
990 for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensation
Vivian Gray FY 20-21Past President
Trustee or director, Officer
1$0
Jordan KaufmanTreasurer
Trustee or director, Officer
1$0
Adele TagaloaVice President
Trustee or director, Officer
1$0
Zandra CholmondeleyBoard Member
Trustee or director
1$0
David GilmoreBoard Member
Trustee or director
1$0
Brian WilliamsPast President
Trustee or director
1$0
David MacDonaldPresident
Trustee or director
1$0

Address and contacts

Address (IRS master file)
840 RICHARDS BLVD, SACRAMENTO, CA 95811-0315
In care of
% SULEMA PETERSON
Principal officer (990 for 2024)
Adele Lopez Tagoloa, 840 Richards Blvd, Sacramento, CA 95811
Signed the 990
Adele Lopez Tagoloa, President
Phone
(916) 701-5158
Return prepared by
JAMES MARTA & CO LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3048491 or by the name STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

The mission of this organization shall be to serve the 1937 Act Retirement Systems by exchanging information, providing education and analyzing legislation.

990 for the year ended June 30, 2025

Program accomplishments

  • Semi-annual conferences for the benefit of members and affiliates. Education is the principle focus of these meetings, particularly education in the investment and fiduciary responsibility area.
    Expenses $1,534,832
  • Educational Seminars
    Expenses $167,109
  • Legislative Representation and Lobbying - SACRS retains a lobbying firm to take an active role in the legislative process as it affects SACRS member retirement systems.
    Expenses $72,000
  • Special Project - Evaluate and report on Public Retirement System issues currently under consideration by the IRS.
    Expenses $37,649
  • Newsletters
    Expenses $18,280

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-3048491
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
2008
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,126,661
Income (IRS master file)
$2,149,028

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,149,028$1,934,187$1,126,661XML
990June 2024$1,997,147$2,351,981$911,820XML
990June 2023$1,624,298$2,262,278$1,266,654XML
990June 2022$1,443,308$1,572,233$1,904,634IRS
990June 2021–––IRS
990June 2019–––IRS
990June 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 94-3048491).

Questions about STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS

What is the EIN of STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS?
The employer identification number (EIN) of STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS is 94-3048491.
Is STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2008.
Are donations to STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS 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 STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS?
The 990 for the year ended June 30, 2025 names Adele Lopez Tagoloa.
Who are the officers and directors of STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS?
The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does STATE ASSOCIATION OF COUNTY RETIREMENT SYSTEMS have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,149,028, expenses of $1,934,187 and total assets of $1,126,661 at year end.

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