SAN JOSE, CA
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)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.
FUNDS RECEIVED WILL BE INVESTED AND USED FOR THE PAYMENT OF MEDICAL AND LIFE INSURANCE PREMIUMS FOR ITS ELIGIBLE RETIREES AS WELL AS OTHER BENEFITS INCIDENTAL THERE TO.
CONTRIBUTIONS RECEIVED BY THE TRUST WILL BE INVESTED AND USED FOR THE PAYMENT OF ALL OR A PORTION OF THE MEDICAL AND LIFE INSURANCE PREMIUMS FOR ITS ELIGIBLE RETIREES AS WELL AS OTHER BENEFITS...
CONTRIBUTIONS RECEIVED BY THE TRUST WILL BE INVESTED AND USED FOR THE PAYMENT OF ALL OR A PORTION OF THE MEDICAL AND LIFE INSURANCE PREMIUMS FOR ITS ELIGIBLE RETIREES AS WELL AS OTHER BENEFITS INCIDENTAL THERE TO.
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%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TRUST with other nonprofits in California and across the country.