CALIFORNIA STATE RETIREES

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

GEANIE HIXON

Phone

9163264292

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA STATE RETIREES, founded in 2003, is a community nonprofit in the Employment sector that reported $3.8M in total revenue in fiscal year 2024. Expenses of $4.3M exceeded revenue, resulting in a 12% operating deficit.

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.

Program Service Accomplishments

Program 1

CSR REPRESENTED OVER 43,000 RETIRED EMPLOYEES OF THE STATE OF CALIFORNIA IN THE FOLLOWING MANNERS: RETIREMENT BENEFITS, HEALTHCARE, PAY INCREASES, PENSION PROTECTION AND LEGISLATIVE ADVOCACY IN...

CSR REPRESENTED OVER 43,000 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.

Program 2

CSR 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...

Program 3

CSR 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...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $33,642

Program Service Revenue $3,766,036

Investment Income $28,424

Other Revenue $9,384

TOTAL REVENUE $3,837,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,383,082

Fundraising Expenses $0

Other Expenses $2,906,091

TOTAL EXPENSES $4,289,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,837,486	$3,646,447	+0.1%
Expenses	$4,289,173	$3,180,620	+0.3%
Net Income	$-451,687	$465,827	-2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

250

Governance Policies

✗ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$367,239

Total Directors

$18,980

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE REYNOSO	PRESIDENT	15.00	Officer Director	$1,020	$0	$1,020
KEITH UMEMOTO	EXECUTIVE VICE PRESIDENT	15.00	Officer Director	$770	$0	$770
GEANIE HIXON	CFO/SECRETARY	15.00	Officer Director	$1,020	$0	$1,020
VINCENT HERRERA	VICE PRESIDENT	15.00	Officer Director	$770	$0	$770
STEPHANIE HUEG	PRESIDENT TO OCT 2024	15.00	Officer Director	$3,850	$0	$3,850
ELNORA HUNTER-FRETWELL	EXECUTIVE VICE PRESIDENT TO OCT 2024	15.00	Officer Director	$3,850	$0	$3,850
GERALD FOUNTAIN	CFO/SECRETARY TO OCT 2024	15.00	Officer Director	$3,850	$0	$3,850
MARY MCDONNELL	VICE PRESIDENT TO OCT 2024	15.00	Officer Director	$3,850	$0	$3,850
SHARON STOLZMAN	DIRECTOR	10.00	Director	$0	$0	$0
MARIA AGUILAR	DIRECTOR	10.00	Director	$0	$0	$0
PATRICK GANTT	DIRECTOR	10.00	Director	$0	$0	$0
SUSANNE PARADIS	DIRECTOR	10.00	Director	$0	$0	$0
PATSY JIMENEZ	DIRECTOR	10.00	Director	$0	$0	$0
R CONNIE LIRA-BEUER	DIRECTOR	10.00	Director	$0	$0	$0
MERILEE COLTON	DIRECTOR	10.00	Director	$0	$0	$0
TIMOTHY BEHRENS	DIRECTOR TO DEC 2024	10.00	Director	$0	$0	$0
ROCCO PATERNOSTER	EXECUTIVE DIRECTOR	10.00	Officer	$331,202	$17,057	$348,259
CORINNE CELENTANO	ASSISTANT ADMINISTRATIVE DIRECTOR	40.00	Highest	$136,018	$55,283	$191,301
ANTONIO MALDONADO	SR. UNION REP/ORGANIZER	40.00	Highest	$113,947	$38,526	$152,473
MARK DEVAUGHN	SENIOR COMMUNICATIONS SPECIALIST	40.00	Highest	$111,199	$42,739	$153,938
JAMEE VILLA	SENIOR COMMUNICATIONS SPECIALIST	40.00	Highest	$103,943	$50,124	$154,067

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,837,486	$4,289,173	$8,466,196	$-451,687
2023	$3,646,447	$3,180,620	$8,315,515	$465,827
2022	$3,491,830	$3,080,682	$7,181,114	$411,148
2021	$3,460,655	$2,891,680	$6,574,269	$568,975
2020	$3,513,564	$2,332,485	$5,569,820	$1,181,079
2019	$3,080,188	$2,381,912	$4,212,303	$698,276
2018	$2,831,724	$2,850,691	$3,016,944	$-18,967