California State Retirees

Nonprofit profile at a glance

EIN
651217957
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
Sacramento, CA, USA
Phone
9163264292
Rating confidence
Limited
Sector
Labor Unions

Official website

Reported finances

Revenue
$3,837,486
Expenses
$4,289,173
Assets
$8,466,196
Liabilities
$508,037

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

21 people listed

Executive titles in this filing

  • JOE REYNOSO (PRESIDENT)
  • KEITH UMEMOTO (EXECUTIVE VICE PRESIDENT)
  • VINCENT HERRERA (VICE PRESIDENT)
  • STEPHANIE HUEG (PRESIDENT TO OCT 2024)
  • ELNORA HUNTER-FRETWELL (EXECUTIVE VICE PRESIDENT TO OCT 2024)
  • MARY MCDONNELL (VICE PRESIDENT TO OCT 2024)

Highest reported compensation

  • ROCCO PATERNOSTER (EXECUTIVE DIRECTOR): $348,259 total reported compensation
  • CORINNE CELENTANO (ASSISTANT ADMINISTRATIVE DIRECTOR): $191,301 total reported compensation
  • JAMEE VILLA (SENIOR COMMUNICATIONS SPECIALIST): $154,067 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 66
  • Accountability: 61
  • Sustainability: 33
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 63.6%; rating input score 64; 10th percentile among comparable filings
  • Governance controls: 5 of 9 controls in place; rating input score 56
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -11.8%; rating input score 12; 12th percentile among comparable filings
  • Total-asset coverage ratio: 1.97; rating input score 61; 61st percentile among comparable filings
  • Liabilities to assets ratio: 0.06; rating input score 67; 67th percentile among comparable filings
  • Officer compensation ratio: 23.8%; rating input score 9; 9th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 5.1% per year; rating input score 100; 42nd percentile among comparable filings
  • Asset growth: 16.5% per year; rating input score 100; 77th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 7 of 11 board members independent · 5 of 9 filing controls reported
  • Programs: 3 filed program accomplishments
  • Leadership: top reported pay $348K · 21 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $411K reported
  • Consistency: 9 of 9 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 11 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 14 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 4 of 9 not reported.
  • High — Sustainability: Operating margin scored 12/100.
  • High — Sustainability: Officer compensation ratio scored 9/100.