Civic Intelligence

California State Retirees

EIN 65-1217957 • 501(c)5 • Sacramento, CA

Profile

California state retirees (csr) represents the interest of retirees, survivors of retirees and associate members within the jurisdiction of the california state retirees, and serves as a medium of representation, communication and advocacy for members before state agencies and state legislature.

3000 Advantage WaySacramento, CA 95834

www.calcsea.org/RETIREES

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.06x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.13x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Net Margin

6th percentile

-12%

Higher net margin than 6% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$348,259

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Asset Growth

24th percentile

1.8%

Faster asset growth than 24% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

5.2%

Faster revenue growth than 42% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$8,466,196

Up $150,681 (+1.8%) from 2023

Liabilities

Up

$508,037

Up $98,975 (+24%) from 2023

Net Assets

Up

$7,958,159

Up $51,706 (+0.7%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin6th percentile

Revenue

Up

$3,837,486

Up $191,039 (+5.2%) from 2023

Expenses

Up

$4,289,173

Up $1,108,553 (+35%) from 2023

Net Income

Down

-$451,687

Down $917,514 (-197%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $1,455,930Liabilities 2010: $95,806Net Assets 2010: $1,360,1242010Assets 2011: $1,426,583Liabilities 2011: $325,238Net Assets 2011: $1,101,3452011Assets 2012: $1,070,994Liabilities 2012: $363,205Net Assets 2012: $707,7892012Assets 2013: $1,228,997Liabilities 2013: $75,701Net Assets 2013: $1,153,2962013Assets 2014: $1,626,656Liabilities 2014: $83,890Net Assets 2014: $1,542,7662014Assets 2015: $1,997,655Liabilities 2015: $88,062Net Assets 2015: $1,909,5932015Assets 2016: $2,618,374Liabilities 2016: $54,731Net Assets 2016: $2,563,6432016Assets 2017: $3,048,751Liabilities 2017: $77,631Net Assets 2017: $2,971,1202017Assets 2018: $3,016,944Liabilities 2018: $113,140Net Assets 2018: $2,903,8042018Assets 2019: $4,212,303Liabilities 2019: $152,008Net Assets 2019: $4,060,2952019Assets 2020: $5,569,820Liabilities 2020: $92,073Net Assets 2020: $5,477,7472020Assets 2021: $6,574,269Liabilities 2021: $370,217Net Assets 2021: $6,204,0522021Assets 2022: $7,181,114Liabilities 2022: $276,443Net Assets 2022: $6,904,6712022Assets 2023: $8,315,515Liabilities 2023: $409,062Net Assets 2023: $7,906,4532023Assets 2024: $8,466,196Liabilities 2024: $508,037Net Assets 2024: $7,958,1592024

Highlighted filing

2024

Assets$8,466,196
Liabilities$508,037
Net Assets$7,958,159
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $1,841,261Expenses 2010: $1,436,862Net Income 2010: $404,3992010Revenue 2011: $1,975,391Expenses 2011: $2,234,170Net Income 2011: -$258,7792011Revenue 2012: $2,066,805Expenses 2012: $2,544,106Net Income 2012: -$477,3012012Revenue 2013: $2,216,608Expenses 2013: $1,741,294Net Income 2013: $475,3142013Revenue 2014: $2,258,210Expenses 2014: $1,905,143Net Income 2014: $353,0672014Revenue 2015: $2,395,711Expenses 2015: $2,043,435Net Income 2015: $352,2762015Revenue 2016: $2,754,651Expenses 2016: $2,086,901Net Income 2016: $667,7502016Revenue 2017: $2,763,575Expenses 2017: $2,455,353Net Income 2017: $308,2222017Revenue 2018: $2,831,724Expenses 2018: $2,850,691Net Income 2018: -$18,9672018Revenue 2019: $3,080,188Expenses 2019: $2,381,912Net Income 2019: $698,2762019Revenue 2020: $3,513,564Expenses 2020: $2,332,485Net Income 2020: $1,181,0792020Revenue 2021: $3,460,655Expenses 2021: $2,891,680Net Income 2021: $568,9752021Revenue 2022: $3,491,830Expenses 2022: $3,080,682Net Income 2022: $411,1482022Revenue 2023: $3,646,447Expenses 2023: $3,180,620Net Income 2023: $465,8272023Revenue 2024: $3,837,486Expenses 2024: $4,289,173Net Income 2024: -$451,6872024

Highlighted filing

2024

Revenue$3,837,486
Expenses$4,289,173
Net Income-$451,687
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$8,466,196
Liabilities
$508,037
Net assets
$7,958,159
Revenue
$3,837,486
Expenses
$4,289,173
Net income
-$451,687
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.47$0.51$7.96$3.84$4.29$0.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.32$0.41$7.91$3.65$3.18$0.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.18$0.28$6.90$3.49$3.08$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.57$0.37$6.20$3.46$2.89$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.57$0.09$5.48$3.51$2.33$1.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$0.15$4.06$3.08$2.38$0.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.11$2.90$2.83$2.85$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.08$2.97$2.76$2.46$0.31
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.05$2.56$2.75$2.09$0.67
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.09$1.91$2.40$2.04$0.35
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.08$1.54$2.26$1.91$0.35
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.08$1.15$2.22$1.74$0.48
2012Summary only. Only limited summary data is available for this year.$1.07$0.36$0.71$2.07$2.54$0.48
2011Summary only. Only limited summary data is available for this year.$1.43$0.33$1.10$1.98$2.23$0.26
2010Summary only. Only limited summary data is available for this year.$1.46$0.10$1.36$1.84$1.44$0.40
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$3,993,106
Mission and Program Overview

Mission

Csea retired division, inc represents the interest of retirees, survivors of retirees and associate members within the jurisdiction of the california state retirees, and serves as a medium of representation, communication and advocacy for members before state agencies and state legislature.

California state retiress represents certain retired employees of the state of california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,286,961$3,330,751▲ $1,043,790
Savings and Temporary Cash Investments$2,033,919$1,743,040▼ $290,879
Investments in Publicly Traded Securities$1,877,397$1,733,367▼ $144,030
Accounts Receivable$329,355$347,290▲ $17,935
Land, Buildings, and Equipment, Net$38,544$15,392▼ $23,152
Prepaid Expenses and Deferred Charges$2,740$3,977▲ $1,237
Total Assets$6,574,269$7,181,114▲ $606,845
Other Assets Total$5,353$7,297▲ $1,944
Liabilities
Accounts Payable and Accrued Expenses$370,217$268,565▼ $101,652
Other Liabilities$0$7,878▲ $7,878
Total Liabilities$370,217$276,443▼ $93,774
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,204,052$6,904,671▲ $700,619
Total Net Assets Fund Balance$6,204,052$6,904,671▲ $700,619
Total Liabilities and Net Assets / Fund Balance$6,574,269$7,181,114▲ $606,845

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,028$105,354$107,382
Equipment$13,364$45,668$59,032
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Elnora Hunter-fretwellExecutive Vice PresidentPT$4,620$4,620
Gerald FountainCFO/secretaryPT$4,620$4,620
Mary McdonnellVice PresidentPT$4,620$4,620
Stephanie HuegPresidentPT$4,620$4,620

Board Members and Trustees

NameTitle
Gasper OliveiraDirector
Keith UmemotoDirector
Manijeh FatollahiDirector
Maria AguilarDirector
Patsy JimenezDirector
Ron FranklinDirector
Sharon StolzmanDirector
Susanne ParadisDirector
Timothy BehrensDirector
Vincent HerreraDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
California State Employee's AssociationAdministrative Services3000 ADVANTAGE WAY SUITE 230, Sacramento, CA 95814$414,472
Revenue and Support

Revenue Composition

Contributions and Grants
$21,288
Program Service Revenue
$3,432,998
Investment Income
$33,544
Other Revenue
$4,000
All Other Contributions
$21,288
Change in Net Assets
$411,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,997,587
Salaries, Compensation, and Employee Benefits$1,083,095
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$720,139
Travel---$247,772
Conferences and Meetings---$225,588
Pension Plan Contributions---$164,186
Other Employee Benefits---$137,957
Fees for Services Lobbying---$77,970
Office Expenses---$68,935
Payroll Taxes---$42,333
Fees for Services Accounting---$27,045
Depreciation Depletion---$23,152
Occupancy---$18,855
Current Officers, Directors, Trustees, and Key Employees---$18,480
Other Expenses---$17,766
Fees for Service Investment Mgmnt Fees---$16,360
Information Technology---$13,997
Fees for Services Other---$12,082
All Other Expenses---$10,600
Insurance---$4,264
Fees for Services Legal---$3,000
Total Functional Expenses$0$0$0$3,080,682
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Scea$7,878
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The association has members who may elect other members of the governing body.”

Form 990, Part VI, Section A, Line 7A

“The association has members who may elect other members of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The organization's accounting firm forwarded the form 990 to the treasurer the treasurer reviewed the form 990 with the president and the form 990 was finalized and then filed with the irs.”

Form 990, Part VI, Section B, Line 15

“The board approves the compensation of the executive director and its administrator.”

Form 990, Part VI, Section C, Line 19

“The association makes the financial statements and governing documents available to the public upon request for the same period of time set forth in sec 6104(d).”

Filing and Contact Details

Filer

Filer Name
California State Retirees
EIN
65-1217957
Phone
9163264292
Address
3000 ADVANTAGE WAY, SACRAMENTO, CA 95834

Signing Officer

Name
Gerald Fountain
Title
CFO
Phone
9163264292
Signed
2023-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerald Fountain
Formed
2003
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
7
Employees
0
Volunteers
250

Preparer

Firm
Gilbert Cpas
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Jennifer Z Iwata
Phone
9166466464
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Issues pac adjustment 866,452.”

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.”

Financial Statement Notes

PART X, LINE 2:

“Csr has applied the accounting principles related to accounting for uncertainty in income taxes and has determined that there is no material impact on the consolidated financial statements.”

Raw XML AppendixShowing 400 of 463 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0370217
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0268565
IRS990/AccountsReceivableGrp/BOYAmt0329355
IRS990/AccountsReceivableGrp/EOYAmt0347290
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CALIFORNIA STATE RETIRESS REPRESENTS CERTAIN RETIRED EMPLOYEES OF THE STATE OF CALIFORNIA.
IRS990/AllOtherContributionsAmt021288
IRS990/AllOtherExpensesGrp/TotalAmt010600
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0KENTON JONES
IRS990/BooksInCareOfDetail/PhoneNum09163264285
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03000 ADVANTAGE WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095834
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02286961
IRS990/CashNonInterestBearingGrp/EOYAmt03330751
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt018480
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0225588
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0414472
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03000 ADVANTAGE WAY SUITE 230
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SACRAMENTO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd095814
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CALIFORNIA STATE EMPLOYEE'S ASSOCIATION
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt021288
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt033544
IRS990/CYOtherExpensesAmt01997587
IRS990/CYOtherRevenueAmt04000
IRS990/CYProgramServiceRevenueAmt03432998
IRS990/CYRevenuesLessExpensesAmt0411148
IRS990/CYSalariesCompEmpBnftPaidAmt01083095
IRS990/CYTotalExpensesAmt03080682
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03491830
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt023152
IRS990/Desc0CSR REPRESENTED OVER 41,000 RETIRED EMPLOYEES OF THE STATE OF CALIFORNIA IN THE FOLLOWING MANNERS: RETIREMENT BENEFITS, HEALTHCARE, PAY INCREASES, PENSION PROTECTION AND LEGISLATIVE ADVOCACY IN SUPPORT OF PROGRAMS BENEFICIAL TO STATE RETIREES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt027045
IRS990/FeesForServicesLegalGrp/TotalAmt03000
IRS990/FeesForServicesLobbyingGrp/TotalAmt077970
IRS990/FeesForServicesOtherGrp/TotalAmt012082
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016360
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt315.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt710.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt810.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1310.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHANIE HUEG
IRS990/Form990PartVIISectionAGrp/PersonNm1ELNORA HUNTER-FRETWELL
IRS990/Form990PartVIISectionAGrp/PersonNm2GERALD FOUNTAIN
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY MCDONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm4SHARON STOLZMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5MARIA AGUILAR
IRS990/Form990PartVIISectionAGrp/PersonNm6VINCENT HERRERA
IRS990/Form990PartVIISectionAGrp/PersonNm7SUSANNE PARADIS
IRS990/Form990PartVIISectionAGrp/PersonNm8PATSY JIMENEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9KEITH UMEMOTO
IRS990/Form990PartVIISectionAGrp/PersonNm10TIMOTHY BEHRENS
IRS990/Form990PartVIISectionAGrp/PersonNm11MANIJEH FATOLLAHI
IRS990/Form990PartVIISectionAGrp/PersonNm12RON FRANKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm13GASPER OLIVEIRA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt04620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt34620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0501276
IRS990/GrossReceiptsAmt03993106
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt013997
IRS990/InsuranceGrp/TotalAmt04264
IRS990/InvestmentIncomeGrp/ExclusionAmt033544
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033544
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01877397
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01733367
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0151022
IRS990/LandBldgEquipBasisNetGrp/BOYAmt038544
IRS990/LandBldgEquipBasisNetGrp/EOYAmt015392
IRS990/LandBldgEquipCostOrOtherBssAmt0166414
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0501276
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CSEA RETIRED DIVISION, INC REPRESENTS THE INTEREST OF RETIREES, SURVIVORS OF RETIREES AND ASSOCIATE MEMBERS WITHIN THE JURISDICTION OF THE CALIFORNIA STATE RETIREES, AND SERVES AS A MEDIUM OF REPRESENTATION, COMMUNICATION AND ADVOCACY FOR MEMBERS BEFORE STATE AGENCIES AND STATE LEGISLATURE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06204052
IRS990/NetAssetsOrFundBalancesEOYAmt06904671
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-576981
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06204052
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06904671
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt018855
IRS990/OfficeExpensesGrp/TotalAmt068935
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05353
IRS990/OtherAssetsTotalGrp/EOYAmt07297
IRS990/OtherChangesInNetAssetsAmt0866452
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0137957
IRS990/OtherExpensesGrp/Desc0PRINTING, POSTAGE AND P
IRS990/OtherExpensesGrp/Desc1CENTRAL SUPPORT
IRS990/OtherExpensesGrp/Desc2POLITICAL ACTION FUND
IRS990/OtherExpensesGrp/Desc3LICENSES AND FEES
IRS990/OtherExpensesGrp/TotalAmt0446895
IRS990/OtherExpensesGrp/TotalAmt1414472
IRS990/OtherExpensesGrp/TotalAmt2368834
IRS990/OtherExpensesGrp/TotalAmt317766
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt07878
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING INCOME
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt04000
IRS990/OtherRevenueTotalAmt04000
IRS990/OtherSalariesAndWagesGrp/TotalAmt0720139
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt042333
IRS990/PensionPlanContributionsGrp/TotalAmt0164186
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd01
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02740
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03977
IRS990/PrincipalOfficerNm0GERALD FOUNTAIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561499
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03432998
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03432998
IRS990/ProgSrvcAccomActy2Grp/Desc0CSR EDUCATES MEMBERS ON ISSUES RELATED TO RETIREMENT BENEFITS BY HOLDING CSR CHAPTER MEETINGS THROUGHOUT THE STATE. CSR PUBLISHED A MONTHLY NEWSLETTER FOR THE MEMBERS' EDUCATION ON IMPORTANT ISSUES RELATED TO THE ORGANIZATION'S MISSION.
IRS990/ProgSrvcAccomActy3Grp/Desc0CSR CONDUCTED THE ANNUAL LOBBY DAY AT THE STATE CAPITOL, ATTENDED BY MORE THAN 200 MEMBERS. MEMBERS MET WITH THEIR LEGISLATORS AND STAFF TO DISCUSS ISSUES RELATED TO PROTECTING MEMBERS PENSIONS AND BENEFITS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt083869
IRS990/PYOtherExpensesAmt01811475
IRS990/PYOtherRevenueAmt07000
IRS990/PYProgramServiceRevenueAmt03369786
IRS990/PYRevenuesLessExpensesAmt0568975
IRS990/PYSalariesCompEmpBnftPaidAmt01080205
IRS990/PYTotalExpensesAmt02891680
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03460655
IRS990/ReconcilationRevenueExpnssAmt0411148
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02033919
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01743040
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt0410754
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0830497370
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0CSEA RETIREES INC PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt01108 O STREET SUITE 300
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd095814
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt013364
IRS990ScheduleD/EquipmentGrp/DepreciationAmt045668
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059032
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02028
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0105354
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0107382
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07878
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SCEA
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CSR HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015392
IRS990ScheduleD/TotalLiabilityAmt07878
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION FOR THE LISTED INDIVIDUALS IS PAID BY CALIFORNIA STATE EMPLOYEES ASSOCIATION (CSEA), AN UNRELATED ORGANIZATION. THE ASSOCIATION REIMBURSED CSEA FOR THESE PAYMENTS. STEPHANIE HUEG BASE COMPENSATION $4,620, ELNORA HUNTER-FRETWELL BASE COMPENSATION $4,620 GERALD FOUNTAIN BASE COMPENSATION $4,620, AND MARY MCDONNELL BASE COMPENSATION $4,620.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VII, SECTION A AND SCHEDULE J, PART III
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS MEMBERS WHO MAY ELECT OTHER MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION HAS MEMBERS WHO MAY ELECT OTHER MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE TREASURER THE TREASURER REVIEWED THE FORM 990 WITH THE PRESIDENT AND THE FORM 990 WAS FINALIZED AND THEN FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND ITS ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ASSOCIATION MAKES THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ISSUES PAC ADJUSTMENT 866,452.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT NOR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CALIFORNIA STATE RETIREES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CSEA RETIREES INC POLITICAL ACTION COMMITIEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0830497370
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0POLITICAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03000 ADVANTAGE WAY SUITE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095834
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0410754
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CSEA RETIREES INC PAC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06574269
IRS990/TotalAssetsEOYAmt07181114
IRS990/TotalAssetsGrp/BOYAmt06574269
IRS990/TotalAssetsGrp/EOYAmt07181114
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt021288
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03080682
IRS990/TotalGrossUBIAmt04000

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