Civic Intelligence

State Association of County Retirement Systems

EIN 94-3048491 • 501(c)4 • Sacramento, CA

Profile

State Association of County Retirement Systems (SACRS) is a not-for-profit association of 20 California county retirement systems, enacted under the County Employees Retirement Law of 1937. SACRS was formed in the early 1970's to provide forums for disseminating knowledge of, and developing expertise in, the operation of county retirement systems existing under current law, as well as to foster and take an active role in the legislative process. To accomplish SACRS' mission of addressing issues of importance to members, SACRS, contracting with Strategic Local Government Services, provides a variety of association management services, including a membership directory, semi-annual conferences, and oversight of SACRS.org.

840 Richards BlvdSacramento, CA 95811

www.sacrs.org

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

501(c)4 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.00x

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

501(c)4 • $1M-$5M nonprofits • Source year 2025

Net Margin

52nd percentile

10.0%

Higher net margin than 52% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

501(c)4 • $1M-$5M nonprofits • Source year 2025

Asset Growth

84th percentile

24%

Faster asset growth than 84% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

7.6%

Faster revenue growth than 49% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$911,820

Down $354,834 (-28%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$911,820

Down $354,834 (-28%) from 2023

Revenue

Up

$1,997,147

Up $372,849 (+23%) from 2023

Expenses

Up

$2,351,981

Up $89,703 (+4.0%) from 2023

Net Income

Up

-$354,834

Up $283,146 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $716,645Liabilities 2010: $0Net Assets 2010: $716,6452010Assets 2011: $1,092,601Liabilities 2011: $0Net Assets 2011: $1,092,6012011Assets 2012: $1,107,195Liabilities 2012: $0Net Assets 2012: $1,107,1952012Assets 2013: $1,590,617Liabilities 2013: $0Net Assets 2013: $1,590,6172013Assets 2014: $1,731,263Liabilities 2014: $0Net Assets 2014: $1,731,2632014Assets 2015: $2,225,070Liabilities 2015: $0Net Assets 2015: $2,225,0702015Assets 2016: $2,237,795Liabilities 2016: $0Net Assets 2016: $2,237,7952016Assets 2017: $2,174,622Liabilities 2017: $0Net Assets 2017: $2,174,6222017Assets 2018: $2,206,001Liabilities 2018: $0Net Assets 2018: $2,206,0012018Assets 2019: $2,372,422Liabilities 2019: $0Net Assets 2019: $2,372,4222019Assets 2020: $1,981,948Liabilities 2020: $0Net Assets 2020: $1,981,9482020Assets 2021: $2,033,559Liabilities 2021: $0Net Assets 2021: $2,033,5592021Assets 2022: $1,904,634Liabilities 2022: $0Net Assets 2022: $1,904,6342022Assets 2023: $1,266,654Liabilities 2023: $0Net Assets 2023: $1,266,6542023Assets 2024: $911,820Liabilities 2024: $0Net Assets 2024: $911,8202024

Highlighted filing

2024

Assets$911,820
Liabilities$0
Net Assets$911,820

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,131,3292010Expenses 2011: $1,008,5072011Expenses 2012: $1,326,4582012Expenses 2013: $1,023,0002013Revenue 2014: $1,519,250Expenses 2014: $1,378,604Net Income 2014: $140,6462014Revenue 2015: $1,580,259Expenses 2015: $1,086,452Net Income 2015: $493,8072015Revenue 2016: $1,538,515Expenses 2016: $1,525,790Net Income 2016: $12,7252016Revenue 2017: $1,603,331Expenses 2017: $1,666,504Net Income 2017: -$63,1732017Revenue 2018: $1,662,930Expenses 2018: $1,631,551Net Income 2018: $31,3792018Revenue 2019: $1,764,148Expenses 2019: $1,597,727Net Income 2019: $166,4212019Revenue 2020: $1,095,488Expenses 2020: $1,485,962Net Income 2020: -$390,4742020Revenue 2021: $785,349Expenses 2021: $733,738Net Income 2021: $51,6112021Revenue 2022: $1,443,308Expenses 2022: $1,572,233Net Income 2022: -$128,9252022Revenue 2023: $1,624,298Expenses 2023: $2,262,278Net Income 2023: -$637,9802023Revenue 2024: $1,997,147Expenses 2024: $2,351,981Net Income 2024: -$354,8342024

Highlighted filing

2024

Revenue$1,997,147
Expenses$2,351,981
Net Income-$354,834

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$2.00$2.35$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$1.62$2.26$0.64
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$1.44$1.57$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$0.79$0.73$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.00$1.98$1.10$1.49$0.39
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.00$2.37$1.76$1.60$0.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.00$2.21$1.66$1.63$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$1.60$1.67$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$1.54$1.53$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$1.58$1.09$0.49
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$1.52$1.38$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.00$1.59$1.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$1.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$1.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$1.13
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 7, 2021
Return Version
2020v4.0
Gross Receipts
$785,349
Mission and Program Overview

Mission

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

The specific and primary purposes of SACRS are to provide forums for disseminating knowledge of and developing expertise in the operation of 20 county retirement systems existing under the County Employees Retirement Law of 1937 (CERL) sets forth in California Government Code section 31450 et. seq., and to foster and take an active role in the legislative process as it affects county retirement systems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$975,320$978,648▲ $3,328
Savings and Temporary Cash Investments$855,632$856,894▲ $1,262
Cash and Non-Interest-Bearing Accounts$150,996$198,017▲ $47,021
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,981,948$2,033,559▲ $51,611
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,981,948$2,033,559▲ $51,611
Total Net Assets Fund Balance$1,981,948$2,033,559▲ $51,611
Total Liabilities and Net Assets / Fund Balance$1,981,948$2,033,559▲ $51,611
Compensation and Service Providers

Board Members and Trustees

NameTitle
Scott DraperAffiliate Chair
Dan McAllisterPast President
Vivian Gray FY 20-21President
Kathryn CavnessVice President
David MacDonaldBoard Member
Vere WilliamsBoard Member
Thomas GarciaSecretary
Harry HagenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sulema PetersonAssociation Mgmt840 Richards Blvd, Sacramanto, CA 95811$180,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$716,780
Investment Income
$8,519
Other Revenue
$60,050
Change in Net Assets
$51,611

Audited Revenue Reconciliation

Revenue per Audited Statements
$785,349
Total Revenue per Audited Statements
$785,349
Total Revenue per Form 990
$785,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$733,738
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$172,933--$172,933
Fees for Services Lobbying$55,011--$55,011
Other Expenses$15,031$54,943-$15,031
All Other Expenses-$2,033-$2,033
Total Functional Expenses$676,762$56,976$0$733,738

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$733,738
Total Expenses per Audited Statements$733,738
Total Expenses per Form 990$733,738
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
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
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
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

State Association of County Retirement Systems' activities are administered by Sulema Peterson & Associates

Form 990, Part VI, Line 11B: Form 990 Review Process

Reviewed and approved by Audit Committee and financial consultant prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, conflict of interest policy and financial statements are available to the public upon request from Sulema Peterson 840 Richards Blvd, Sacramento CA 95811.

Filing and Contact Details

Filer

Filer Name
State Association of County Retirement
EIN
94-3048491
Phone
9167015158
Address
840 Richards Blvd, Sacramento, CA 95811

Signing Officer

Name
Vivian Gray
Title
President
Signed
2021-12-07
Discuss with paid preparer
Yes

Organization Details

Formed
1956
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
50

Preparer

Firm
James Marta & Co Llp
Address
701 HOWE AVE STE E3, SACRAMENTO, CA 95825
Preparer
James Marta
Phone
9169939494
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - Form 990, Part IX, Line 24cOther Expenses - LobbyingLobbying expenses incurred by State Association of Retirement Systems were paid using membership dues from County Retirement Systems only. The County Retirement Systems disclose the use of their membership dues for lobbying on their Fair Political Practices Commission disclosures. These membership dues are not reported as a tax deduction by the County Retirement Systems.Membership dues collected from affiliates (not County Retirement Systems) are used to cover administrative expenses only and not to pay for lobbying expenses.

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Newsletters OTHER PROGRAM SERVICES 5: Special Project - Evaluate and report on Public Retirement System issues currently under consideration by the IRS.

Form 990, Part IV, Line 12A

Audited Financial StatementsThe organization plans to complete, but has not completed to date, a separate audited financial statement prepared under the cash basis of accounting.

Form 990, Part XII, Line 2B

Audited Financial StatementsThe organization plans to complete, but has not completed to date, a separate audited financial statement prepared under the cash basis of accounting.

Raw XML AppendixShowing 400 of 401 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The specific and primary purposes of SACRS are to provide forums for disseminating knowledge of and developing expertise in the operation of 20 county retirement systems existing under the County Employees Retirement Law of 1937 (CERL) sets forth in California Government Code section 31450 et. seq., and to foster and take an active role in the legislative process as it affects county retirement systems.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02033
IRS990/AllOtherExpensesGrp/TotalAmt02033
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Sulema Peterson
IRS990/BooksInCareOfDetail/PhoneNum09167015158
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0840 Richards Blvd
IRS990/BooksInCareOfDetail/USAddress/CityNm0Sacramento
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095811
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0150996
IRS990/CashNonInterestBearingGrp/EOYAmt0198017
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0172933
IRS990/ConferencesMeetingsGrp/TotalAmt0172933
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0180000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0840 Richards Blvd
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Sacramanto
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd095811
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Sulema Peterson
IRS990/ContractorCompensationGrp/ServicesDesc0Association Mgmt
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08519
IRS990/CYOtherExpensesAmt0733738
IRS990/CYOtherRevenueAmt060050
IRS990/CYProgramServiceRevenueAmt0716780
IRS990/CYRevenuesLessExpensesAmt051611
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0733738
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0785349
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Semi-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.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0392704
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt055011
IRS990/FeesForServicesLobbyingGrp/TotalAmt055011
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/PersonNm0Vivian Gray FY 20-21
IRS990/Form990PartVIISectionAGrp/PersonNm1Kathryn Cavness
IRS990/Form990PartVIISectionAGrp/PersonNm2Harry Hagen
IRS990/Form990PartVIISectionAGrp/PersonNm3Vere Williams
IRS990/Form990PartVIISectionAGrp/PersonNm4Thomas Garcia
IRS990/Form990PartVIISectionAGrp/PersonNm5Dan McAllister
IRS990/Form990PartVIISectionAGrp/PersonNm6Scott Draper
IRS990/Form990PartVIISectionAGrp/PersonNm7David MacDonald
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Affiliate Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0785349
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt08519
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08519
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0975320
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0978648
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of this organization shall be to serve the 1937 Act Retirement Systems by exchanging information, providing education and analyzing legislation.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01981948
IRS990/NetAssetsOrFundBalancesEOYAmt02033559
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01981948
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02033559
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Other Administrative Expenses
IRS990/OtherExpensesGrp/Desc1Seminar Expenses
IRS990/OtherExpensesGrp/Desc2Special Projects
IRS990/OtherExpensesGrp/Desc3Newsletters
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt054943
IRS990/OtherExpensesGrp/ProgramServicesAmt0219771
IRS990/OtherExpensesGrp/ProgramServicesAmt1196257
IRS990/OtherExpensesGrp/ProgramServicesAmt217759
IRS990/OtherExpensesGrp/ProgramServicesAmt315031
IRS990/OtherExpensesGrp/TotalAmt0274714
IRS990/OtherExpensesGrp/TotalAmt1196257
IRS990/OtherExpensesGrp/TotalAmt217759
IRS990/OtherExpensesGrp/TotalAmt315031
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other Admin Receipts
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt060050
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt060050
IRS990/OtherRevenueTotalAmt060050
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Conference Revenue
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues
IRS990/ProgramServiceRevenueGrp/Desc2Other Conference Receipts
IRS990/ProgramServiceRevenueGrp/Desc3Seminar Revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0220930
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1422500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2350
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt373000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0220930
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1422500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt373000
IRS990/ProgSrvcAccomActy2Grp/Desc0Educational Seminars
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0196257
IRS990/ProgSrvcAccomActy3Grp/Desc0Legislative Representation and Lobbying - SACRS retains a lobbying firm to take an active role in the legislative process as it affects SACRS member retirement systems.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt055011
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt061108
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01485962
IRS990/PYOtherRevenueAmt02340
IRS990/PYProgramServiceRevenueAmt01032040
IRS990/PYRevenuesLessExpensesAmt0-390474
IRS990/PYTotalExpensesAmt01485962
IRS990/PYTotalRevenueAmt01095488
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt051611
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0855632
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0856894
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Legislative analysis and lobbying expenses for legislation related to 1937 Act Retirement Systems.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleD/ExpensesSubtotalAmt0733738
IRS990ScheduleD/RevenueSubtotalAmt0785349
IRS990ScheduleD/TotalBookValueSecuritiesAmt0978648
IRS990ScheduleD/TotalExpensesPerForm990Amt0733738
IRS990ScheduleD/TotalRevenuePerForm990Amt0785349
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0785349
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0733738
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - Form 990, Part IX, Line 24cOther Expenses - LobbyingLobbying expenses incurred by State Association of Retirement Systems were paid using membership dues from County Retirement Systems only. The County Retirement Systems disclose the use of their membership dues for lobbying on their Fair Political Practices Commission disclosures. These membership dues are not reported as a tax deduction by the County Retirement Systems.Membership dues collected from affiliates (not County Retirement Systems) are used to cover administrative expenses only and not to pay for lobbying expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER PROGRAM SERVICES 4: Newsletters OTHER PROGRAM SERVICES 5: Special Project - Evaluate and report on Public Retirement System issues currently under consideration by the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2State Association of County Retirement Systems' activities are administered by Sulema Peterson & Associates
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Reviewed and approved by Audit Committee and financial consultant prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governing documents, conflict of interest policy and financial statements are available to the public upon request from Sulema Peterson 840 Richards Blvd, Sacramento CA 95811.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Audited Financial StatementsThe organization plans to complete, but has not completed to date, a separate audited financial statement prepared under the cash basis of accounting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Audited Financial StatementsThe organization plans to complete, but has not completed to date, a separate audited financial statement prepared under the cash basis of accounting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IV, Line 12a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XII, Line 2b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01981948
IRS990/TotalAssetsEOYAmt02033559
IRS990/TotalAssetsGrp/BOYAmt01981948
IRS990/TotalAssetsGrp/EOYAmt02033559
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056976
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0676762
IRS990/TotalFunctionalExpensesGrp/TotalAmt0733738
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01981948
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02033559
IRS990/TotalOtherProgSrvcExpenseAmt032790
IRS990/TotalProgramServiceExpensesAmt0676762
IRS990/TotalProgramServiceRevenueAmt0716780
IRS990/TotalRevenueGrp/ExclusionAmt08519
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0776830
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0785349
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01981948
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02033559
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0840 Richards Blvd
IRS990/USAddress/CityNm0Sacramento
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095811
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.sacrs.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vivian Gray
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0State Association of County Retirement
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Systems
ReturnHeader/Filer/BusinessNameControlTxt0STAT
ReturnHeader/Filer/EIN0943048491
ReturnHeader/Filer/PhoneNum09167015158
ReturnHeader/Filer/USAddress/AddressLine1Txt0840 Richards Blvd
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095811
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271682261
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES MARTA & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 HOWE AVE STE E3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09169939494
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Marta
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-12-07T14:29:47-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Vivian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gray
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.