CALIFORNIA STATE EMPLOYEES ASSOCIA… - Form 990 Financial Data

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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

1984

Legal Domicile

Principal Officer

TODD D'BRAUNSTEIN

Phone

9163264285

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA STATE EMPLOYEES ASSOCIATION, founded in 1984, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2023. Expenses of $4.8M exceeded revenue, resulting in a 12% operating deficit.

Mission

CSEA WAS FORMED AND EXISTS TO FURTHER THE INTERESTS OF THE CURRENT AND RETIRED EMPLOYEES OF THE STATE OF CALIFORNIA IN CONNECTION WITH THEIR SERVICE TO THE PEOPLE OF THE STATE.

Program Service Accomplishments

Program 1

CALIFORNIA STATE EMPLOYEES ASSOCIATION REPRESENTS ITS MEMBERS IN MATTERS CONCERNING SALARY, BENEFITS, WORKING CONDITIONS, ASSISTANCE IN FILING AND PURSUING EMPLOYEE GRIEVANCES AND OTHER MATTERS.

Program 2

PROVIDES LOW COST AND BENEFIT PLANS AND PRODUCTS TO ITS MEMBERSHIP.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,723,270

Investment Income $1,053

Other Revenue $1,592,662

TOTAL REVENUE $4,316,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,755,699

Fundraising Expenses $0

Other Expenses $1,071,329

TOTAL EXPENSES $4,827,028

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,316,985	$4,448,601	0.0%
Expenses	$4,827,028	$5,028,639	0.0%
Net Income	$-510,043	$-580,038	-0.1%

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

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

$231,550

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD D'BRAUNSTEIN	CHAIR OF THE BOARD	10.00	Officer Director	$0	$0	$0
JERRY FOUNTAIN	SECRETARY TREASURER CSR	10.00	Officer Director	$0	$0	$0
DEBORAH LAMBERT	SECRETARY TREASURER ACSS	10.00	Director	$0	$0	$0
CATHERINE HUTCHINSON	DIRECTOR	10.00	Director	$0	$0	$0
STEPHANIE HUEG	DIRECTOR	10.00	Director	$0	$0	$0
TERRY WILSON	DIRECTOR	10.00	Director	$0	$0	$0
DAVID JIMENEZ	DIRECTOR	10.00	Director	$0	$0	$0
LAO SOK	GENERAL MANAGER/CEO	40.00	Officer	$192,438	$39,112	$231,550
ROCCO PATERNOSTER	EXECUTIVE DIR., ACSS	40.00	Highest	$490,663	$20,533	$511,196
GERALD JAMES	ASSISTANT DIR. OF REPRESENTATION	40.00	Highest	$187,770	$13,652	$201,422
DIMITRIOS PHILLIOU	EXECUTIVE DIR., CSUEU	40.00	Highest	$176,420	$30,701	$207,121
LISA FONG	BENEFITS DIRECTOR	40.00	Highest	$169,446	$39,010	$208,456
MARK REYMAN	MANAGER COMPUTER SERVICES	40.00	Highest	$164,278	$51,465	$215,743

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	No data	No data	No data	No data
2023	$4,316,985	$4,827,028	$13,464,685	$-510,043
2022	$4,448,601	$5,028,639	$13,924,658	$-580,038
2021	$4,508,746	$4,914,747	$14,598,523	$-406,001
2020	$4,858,555	$5,102,401	$14,932,073	$-243,846
2019	$4,801,602	$5,999,457	$15,309,317	$-1,197,855
2018	$8,670,061	$4,545,041	$15,963,932	$4,125,020

CALIFORNIA STATE EMPLOYEES ASSOCIATION