CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TRUST (EIN 776175956) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

KEITH PACE

Phone

4084731000

Tax Period

2024-06-01 to 2025-05-31

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TRUST, founded in 1999, is a community nonprofit in the Mutual Benefit sector that reported $4.7M in total revenue in fiscal year 2024. The organization ran a surplus of $1.8M, a strong 38% operating margin.

Mission

LIFE INSURANCE, MEDICAL, AND OTHER BENEFITS FOR ELIGIBLE RETIREES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,785,972

Investment Income $1,905,896

Other Revenue $0

TOTAL REVENUE $4,691,868

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $139,247

TOTAL EXPENSES $2,925,219

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,691,868	$4,610,315	+0.0%
Expenses	$2,925,219	$3,103,405	-0.1%
Net Income	$1,766,649	$1,506,910	+0.2%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$1,075,979

Total Directors

$9,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM WEINBERGER	ASSOCIATION PRESIDENT	1.00	Officer Director	$0	$0	$1,200
LETETSIA FOX	ASSOCIATION 1ST VP	1.00	Officer Director	$0	$0	$600
JERRY WHITE	ASSOCIATION 2ND VP	1.00	Officer Director	$0	$0	$600
JOSHUA LEIMANN	ASSOCIATION SECRETARY	1.00	Director	$0	$0	$600
BENJAMIN VALDEPENA	PAST PRESIDENT	1.00	Director	$0	$0	$600
RONALD WALKER	AREA DIRECTOR A	1.00	Director	$0	$0	$600
COLETTE HETLAND	AREA DIRECTOR B	1.00	Director	$0	$0	$600
JESSE TAMAYO	AREA DIRECTOR C	1.00	Director	$0	$0	$200
DONNELL FASSLER	AREA DIRECTOR C	1.00	Director	$0	$0	$400
HELENA PERKINS	AREA DIRECTOR D	1.00	Director	$0	$0	$600
ROSEMARY LOPES-HORN	AREA DIRECTOR E	1.00	Director	$0	$0	$600
KELLYANNA MILLER	AREA DIRECTOR F	1.00	Director	$0	$0	$600
FREDDIE ARROYO JR	AREA DIRECTOR F	1.00	Director	$0	$0	$0
OLIVIA DE LEON	AREA DIRECTOR G	1.00	Director	$0	$0	$600
LAURA MOORE	AREA DIRECTOR H	1.00	Director	$0	$0	$600
DONALD SNYDER	AREA DIRECTOR I	1.00	Director	$0	$0	$600
TROY JOHNSON	AREA DIRECTOR K	1.00	Director	$0	$0	$600
KEITH PACE	EXECUTIVE DIRECTOR	1.00	Officer	$0	$48,774	$483,304
HAROLD DEGUZMAN	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$39,865	$318,072
DAVID BARBER	CHIEF COUNSEL	1.00	Officer	$0	$21,813	$272,203

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
2025	$4,691,868	$2,925,219	$85,276,760	$1,766,649
2024	$4,610,315	$3,103,405	$77,470,332	$1,506,910
2023	$4,154,073	$3,039,018	$65,599,442	$1,115,055
2022	$8,644,441	$93,636	$65,769,914	$8,550,805
2021	$3,656,607	$7,034,101	$70,359,667	$-3,377,494
2020	$4,470,690	$7,798,994	$55,591,233	$-3,328,304
2019	$4,174,922	$1,313,752	$51,533,763	$2,861,170
2018	$5,279,519	$2,987,496	$50,282,596	$2,292,023

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TRUST