CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION (EIN 941301733) - Form 990 Financial Analysis & Trantor Score

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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

1927

Legal Domicile

Principal Officer

KEITH PACE

Phone

4084731000

Tax Period

2024-06-01 to 2025-05-31

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION, founded in 1927, is a major nonprofit that reported $104.0M in total revenue in fiscal year 2024. The organization ran a surplus of $45.0M, a strong 43% operating margin.

Mission

TO IMPROVE THE LIVES OF OUR MEMBERS, STUDENTS, AND COMMUNITY.

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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 $8,674

Program Service Revenue $90,287,030

Investment Income $12,651,103

Other Revenue $1,031,472

TOTAL REVENUE $103,978,279

Expense Breakdown

Grants Paid $267,121

Salaries & Benefits $40,374,607

Fundraising Expenses $0

Other Expenses $18,351,605

TOTAL EXPENSES $58,993,333

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,978,279	$97,136,221	+0.1%
Expenses	$58,993,333	$61,359,683	0.0%
Net Income	$44,984,946	$35,776,538	+0.3%

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

331

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

$1,076,579

Total Directors

$9,600

Key Employees

$245,392

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM WEINBERGER	ASSOCIATION PRESIDENT	40.00	Officer Director	$1,200	$0	$1,200
LETETSIA FOX	ASSOCIATION 1ST VP	5.00	Officer Director	$600	$0	$600
JERRY WHITE	ASSOCIATION 2ND VP	5.00	Officer Director	$600	$0	$600
JOSHUA LEIMANN	ASSOCIATION SECRETARY	5.00	Officer Director	$600	$0	$600
BENJAMIN VALDEPENA	PAST PRESIDENT	5.00	Director	$600	$0	$600
RONALD WALKER	AREA DIRECTOR A	5.00	Director	$600	$0	$600
COLETTE HETLAND	AREA DIRECTOR B	5.00	Director	$600	$0	$600
JESSE TAMAYO	AREA DIRECTOR C	5.00	Director	$200	$0	$200
DONNELL FASSLER	AREA DIRECTOR C	5.00	Director	$400	$0	$400
HELENA PERKINS	AREA DIRECTOR D	5.00	Director	$600	$0	$600
ROSEMARY LOPES-HORN	AREA DIRECTOR E	5.00	Director	$600	$0	$600
KELLYANNA MILLER	AREA DIRECTOR F	5.00	Director	$600	$0	$600
FREDDIE ARROYO JR	AREA DIRECTOR F	5.00	Director	$0	$0	$0
OLIVIA DE LEON	AREA DIRECTOR G	5.00	Director	$600	$0	$600
LAURA MOORE	AREA DIRECTOR H	5.00	Director	$600	$0	$600
DONALD SNYDER	AREA DIRECTOR I	5.00	Director	$600	$0	$600
TROY JOHNSON	AREA DIRECTOR K	5.00	Director	$600	$0	$600
KEITH PACE	EXECUTIVE DIRECTOR	40.00	Officer	$434,530	$48,774	$483,304
HAROLD DEGUZMAN	CHIEF FINANCIAL OFFICER	40.00	Officer	$278,207	$39,865	$318,072
DAVID BARBER	CHIEF COUNSEL	40.00	Officer	$250,390	$21,813	$272,203
CLAIRE RUSINIAK	DIRECTOR OF HUMAN RESOURCES	40.00	Key Emp	$207,602	$37,790	$245,392
GABRIELA ECHEVARRIA	DIRECTOR FIELD OPERATIONS	40.00	Highest	$272,828	$39,707	$312,535
CHRIS MYERS	DIRECTOR GOVERNMENT RELATIONS	40.00	Highest	$219,138	$38,129	$257,267
SUSANA CHAMBERS	FIELD DIRECTOR	40.00	Highest	$217,982	$38,095	$256,077
DEBRA COLE	FIELD DIRECTOR	40.00	Highest	$223,290	$31,371	$254,661
ESPIE MEDELLIN	FIELD DIRECTOR	40.00	Highest	$224,515	$21,052	$245,567

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	$103,978,279	$58,993,333	$354,352,457	$44,984,946
2024	$97,136,221	$61,359,683	$312,825,927	$35,776,538
2023	$81,151,138	$58,317,586	$224,406,817	$22,833,552
2022	$82,178,048	$44,940,081	$194,578,287	$37,237,967
2021	$80,296,309	$50,844,904	$160,720,307	$29,451,405
2020	$82,713,565	$53,162,581	$119,378,583	$29,550,984
2019	$82,504,631	$52,901,203	$99,534,861	$29,603,428
2018	$81,679,907	$53,562,077	$71,970,116	$28,117,830

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION