Civic Intelligence

California State Employees Association

EIN 94-2985502 • 501(c)3 • Sacramento, CA

Profile

To promote charitable, philanthropic, benevolent and fundraising services and activities that will be used for educational, literary, hardship grants and scholarships for the public good.

3000 Advantage Way 230Sacramento, CA 95834

calcsea.org/HOME/FOUNDATION

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

2nd percentile

-2195%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

33rd percentile

-18%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-55%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$70,044

Down $15,522 (-18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$70,044

Down $15,522 (-18%) from 2021

Revenue

Down

$707

Down $876 (-55%) from 2021

Expenses

Down

$16,229

Down $4,412 (-21%) from 2021

Net Income

Up

-$15,522

Up $3,536 (+19%) from 2021

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $39,510Liabilities 2011: $02011Assets 2017: $158,791Liabilities 2017: $0Net Assets 2017: $158,7912017Assets 2018: $139,136Liabilities 2018: $0Net Assets 2018: $139,1362018Assets 2019: $116,562Liabilities 2019: $0Net Assets 2019: $116,5622019Assets 2020: $104,624Liabilities 2020: $0Net Assets 2020: $104,6242020Assets 2021: $85,566Liabilities 2021: $0Net Assets 2021: $85,5662021Assets 2022: $70,044Liabilities 2022: $0Net Assets 2022: $70,0442022

Highlighted filing

2022

Assets$70,044
Liabilities$0
Net Assets$70,044

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $23,777Expenses 2011: $7,596Net Income 2011: $16,1812011Revenue 2017: $152,611Expenses 2017: $16,795Net Income 2017: $135,8162017Revenue 2018: $2,540Expenses 2018: $22,195Net Income 2018: -$19,6552018Revenue 2019: $3,021Expenses 2019: $25,595Net Income 2019: -$22,5742019Revenue 2020: $458Expenses 2020: $12,396Net Income 2020: -$11,9382020Revenue 2021: $1,583Expenses 2021: $20,641Net Income 2021: -$19,0582021Revenue 2022: $707Expenses 2022: $16,229Net Income 2022: -$15,5222022

Highlighted filing

2022

Revenue$707
Expenses$16,229
Net Income-$15,522

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$707
Mission and Program Overview

Mission

To promote charitable, philanthropic, benevolent and fundraising services and activities that will be used for educational, literary, hardship grants and scholarships for the public good.

Program Services

DescriptionGrantsExpenses
THE CSEA FOUNDATION AWARDED $11,000 IN SCHOLARSHIPS TO DESERVING COLLEGE STUDENTS IN 2022.$11,000$11,000
ADVANCED THE EXCHANGE OF IDEAS AT CSEA, BY FOSTERING A COMMUNITY OF FUNDRAISING SCHOLARS THAT REACHES ACROSS THE PROFESSIONS AND DISCIPLINES AND AROUND THE GLOBE. RECEIVED MORE THAN 140 SCHOLARSHIP APPLICATIONS IN 2022.$0$0
THE CSEA FOUNDATION AWARDS DISASTER GRANTS TO CSEA AFFILIATE MEMBERS, DEPENDENTS, SPOUSES AND GRANDCHILDREN.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN KENNEDYPresident (Thru 9/2022)PT$0--
DIONNE FAULKPresidentPT$0--
CYNDI OLVERASecretaryPT$0--
JENNIFER O'NEAL-WATTSVice PresidentPT$0--
TODD D'BRAUNSTEINBoard Member-$0--
JESSICA WESTBAYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
California State Employees Association
EIN
94-2985502
Phone
9164448134
Address
3000 ADVANTAGE WAY 230, SACRAMENTO, CA 95834

Signing Officer

Name
Dionne Faulk
Title
President
Phone
9164448134
Signed
2023-11-12
Discuss with paid preparer
Yes

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-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 81.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: union dues. Amount: 390. Description: insurance. Amount: 2,289. Description: misc expense. Amount: 50. Total to form 990-ez, line 16: 2,729.

Raw XML Appendix175 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KENTON JONES
IRS990EZ/BooksInCareOfDetail/PhoneNum09163264389
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03000 ADVANTAGE WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095834
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085566
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070044
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0626
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-15522
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02500
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt085566
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070044
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011000
IRS990EZ/GrossReceiptsAmt0707
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt081
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085566
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070044
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085566
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070044
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOAN KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIONNE FAULK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CYNDI OLVERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER O'NEAL-WATTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TODD D'BRAUNSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSICA WESTBAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT (THRU 9/2022)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02729
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE CHARITABLE, PHILANTHROPIC, BENEVOLENT AND FUNDRAISING SERVICES AND ACTIVITIES THAT WILL BE USED FOR EDUCATIONAL, LITERARY, HARDSHIP GRANTS AND SCHOLARSHIPS FOR THE PUBLIC GOOD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CSEA FOUNDATION AWARDED $11,000 IN SCHOLARSHIPS TO DESERVING COLLEGE STUDENTS IN 2022.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ADVANCED THE EXCHANGE OF IDEAS AT CSEA, BY FOSTERING A COMMUNITY OF FUNDRAISING SCHOLARS THAT REACHES ACROSS THE PROFESSIONS AND DISCIPLINES AND AROUND THE GLOBE. RECEIVED MORE THAN 140 SCHOLARSHIP APPLICATIONS IN 2022.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE CSEA FOUNDATION AWARDS DISASTER GRANTS TO CSEA AFFILIATE MEMBERS, DEPENDENTS, SPOUSES AND GRANDCHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016229
IRS990EZ/TotalProgramServiceExpensesAmt011000
IRS990EZ/TotalRevenueAmt0707
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CALCSEA.ORG/HOME/FOUNDATION
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION IS TYPICALLY PUBLICLY SUPPORTED, SOLICITING FUNDS FROM THE GENERAL PUBLIC ON ITS WEBSITE, AND IS WORKING TO RAISE ADDITIONAL FUNDS TO REMAIN PUBLICLY-SUPPORTED IN THE FUTURE.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07655
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt081
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0196
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0654
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.21480
IRS990ScheduleA/PublicSupportPY170Pct00.21200
IRS990ScheduleA/PublicSupportTotal170Amt01785
IRS990ScheduleA/SubstantialContributorsTotAmt05870
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0215
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02524
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07655
IRS990ScheduleA/TotalSupportAmt08309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 81.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: UNION DUES. AMOUNT: 390. DESCRIPTION: INSURANCE. AMOUNT: 2,289. DESCRIPTION: MISC EXPENSE. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 2,729.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIONNE FAULK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09164448134
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA STATE EMPLOYEES ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0942985502
ReturnHeader/Filer/PhoneNum09164448134
ReturnHeader/Filer/USAddress/AddressLine1Txt03000 ADVANTAGE WAY 230
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095834
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680037990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILBERT CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02880 GATEWAY OAKS DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095833
ReturnHeader/PreparerPersonGrp/PhoneNum09166466464
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER Z IWATA
ReturnHeader/ReturnTs02023-11-13T13:55:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIONNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FAULK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.