2026-04-10T19:15:01-05:00 2025-05-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DRIVE STE 100 SACRAMENTO CA 95833 990 2024-06-01 941301733 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION CALI 4084731000 2045 LUNDY AVE SAN JOSE CA 95131 HAROLD DEGUZMAN CHIEF FINANCIAL OFFICER 4084731000 2026-04-09 1 0 KEITH R GLEN P01317613 9166466464 2026-04-09 2024 2025-03-06 01:10:19Z KEITH PACE 2045 LUNDY AVE SAN JOSE CA 95131 104141498 0 4057 X WWW.CSEA.COM X 1927 CA TO IMPROVE THE LIVES OF OUR MEMBERS, STUDENTS, AND COMMUNITY. 17 17 331 17 452480 188463 3649320 8674 85187825 90287030 7113481 12651103 1185595 1031472 97136221 103978279 256591 267121 0 0 42429083 40374607 0 0 0 18674009 18351605 61359683 58993333 35776538 44984946 312825927 354352457 9676031 6528394 303149896 347824063 X THE ASSOCIATION'S PRIMARY PURPOSE IS TO ENHANCE THE PROFESSIONAL LIVES OF CLASSIFIED EMPLOYEES STATEWIDE, THROUGH REPRESENTATION, TRAINING, COLLECTIVE BARGAINING, AND POLITICAL/LEGISLATIVE ADVOCACY. 0 0 CSEA CONTINUES TO BUILD THE FINEST UNION FOR CLASSIFIED EMPLOYEES NATIONWIDE, WITH IMPROVING STATE FINANCES WE EXPECT TO STRENGTHEN OUR UNION EVEN MORE. CSEA CREATED AND BUILT A COMMUNITY AND MEMBER OUTREACH PROGRAM DESIGNED TO EDUCATE COMMUNITY LEADERS ON THE VALUABLE ROLE CLASSIFIED EMPLOYEES PLAY IN OUR SCHOOLS AND COLLEGES AS WELL AS BUILDING A CADRE OF EDUCATION ADVOCATES STATEWIDE. CSEA TRAINED MORE THAN 20,000 MEMBERS IN ALL ASPECTS OF THEIR PROFESSIONAL LIVES, FROM SKILL BUILDING ON THE JOB, TO CAREER AND PERSONAL LIFE SKILLS DEVELOPMENT. -COLLECTIVE BARGAINING FOR MORE THAN 750 SCHOOL AND COLLEGE DISTRICTS.-LOBBYING STATEWIDE FOR EDUCATION FUNDING AS WELL AS HEALTH CARE REFORM, RETIREMENT SECURITY AND PROTECTION OF ALL WORKERS' RIGHTS.-DISCOUNTED TICKET PRICING ON MANY EVERYDAY GOODS AND SERVICES AS WELL AS ATTRACTIONS AND ENTERTAINMENT STATEWIDE.-ROBUST COMMUNICATIONS PROGRAM.-SUPERIOR LEGAL SERVICES AS WELL AS A LEGAL REFERRAL SERVICE.-MEMBER GRANTS AND SCHOLARSHIP PROGRAM. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 68 0 1 331 1 1 1 0 0 0 1 1 0 0 0 X 17 17 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 1 1 1 1 1 0 CA X HAROLD DEGUZMAN CFO 4084731000 2045 LUNDY AVENUE SAN JOSE CA 95131 ADAM WEINBERGER ASSOCIATION PRESIDENT 40.00 1.00 X X 1200 0 0 LETETSIA FOX ASSOCIATION 1ST VP 5.00 1.00 X X 600 0 0 JERRY WHITE ASSOCIATION 2ND VP 5.00 1.00 X X 600 0 0 JOSHUA LEIMANN ASSOCIATION SECRETARY 5.00 1.00 X X 600 0 0 BENJAMIN VALDEPENA PAST PRESIDENT 5.00 1.00 X 600 0 0 RONALD WALKER AREA DIRECTOR A 5.00 1.00 X 600 0 0 COLETTE HETLAND AREA DIRECTOR B 5.00 1.00 X 600 0 0 JESSE TAMAYO AREA DIRECTOR C 5.00 1.00 X 200 0 0 DONNELL FASSLER AREA DIRECTOR C 5.00 1.00 X 400 0 0 HELENA PERKINS AREA DIRECTOR D 5.00 1.00 X 600 0 0 ROSEMARY LOPES-HORN AREA DIRECTOR E 5.00 1.00 X 600 0 0 KELLYANNA MILLER AREA DIRECTOR F 5.00 1.00 X 600 0 0 FREDDIE ARROYO JR AREA DIRECTOR F 5.00 1.00 X 0 0 0 OLIVIA DE LEON AREA DIRECTOR G 5.00 1.00 X 600 0 0 LAURA MOORE AREA DIRECTOR H 5.00 1.00 X 600 0 0 DONALD SNYDER AREA DIRECTOR I 5.00 1.00 X 600 0 0 TROY JOHNSON AREA DIRECTOR K 5.00 1.00 X 600 0 0 KEITH PACE EXECUTIVE DIRECTOR 40.00 1.00 X 434530 0 48774 HAROLD DEGUZMAN CHIEF FINANCIAL OFFICER 40.00 1.00 X 278207 0 39865 DAVID BARBER CHIEF COUNSEL 40.00 1.00 X 250390 0 21813 CLAIRE RUSINIAK DIRECTOR OF HUMAN RESOURCES 40.00 X 207602 0 37790 GABRIELA ECHEVARRIA DIRECTOR FIELD OPERATIONS 40.00 X 272828 0 39707 CHRIS MYERS DIRECTOR GOVERNMENT RELATIONS 40.00 X 219138 0 38129 SUSANA CHAMBERS FIELD DIRECTOR 40.00 X 217982 0 38095 DEBRA COLE FIELD DIRECTOR 40.00 X 223290 0 31371 ESPIE MEDELLIN FIELD DIRECTOR 40.00 X 224515 0 21052 2338082 0 316596 132 0 1 0 FORTIUM PARTNERS LP 6860 NORTH DALLAS PKWY STE 200 PLANO TX 75024 IT SERVICE 156750 BDO DIGITAL LLC 5300 PATTERSON AVE SE SUITE 100 GRAND RAPIDS MI 49512 IT SERVICE 150819 2 8674 8674 MEMBERSHIP DUES 900099 89848451 89848451 CONFERENCE 900099 221629 221629 TRAINING PROGRAMS 900099 216950 216950 90287030 8941822 8941822 227460 227460 3872500 163219 3709281 3709281 3709281 OTHER REVENUE 900099 351532 351532 ADMINISTRATIVE SERVICE 561000 236667 236667 ADVERTISING REVENUE 541800 215813 215813 804012 103978279 90638562 452480 12878563 123455 143666 1318073 190195 30289763 6136376 2440200 168425 100388 2817230 421687 1703002 1258687 2633224 3176198 2460553 67454 1090472 237559 MEMBERSHIP DUES 1798618 ISSUES CONTRIBUTIONS 215729 MISCELLANEOUS EXPENSES 202379 58993333 108673881 235826 3158471 142735426 40804 13382 185396 191004 248992 307573 32462416 21688558 11536711 10773858 91484866 99660165 97496806 100435223 312825927 354352457 5158081 3502977 2030545 1013232 2487405 2012185 9676031 6528394 X 303149896 347824063 303149896 347824063 312825927 354352457 X 44984946 3769775 -4080554 X X 0 1 X 1 0 2254799 13600 PACE OF CSEA PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 680236443 1012305 PACE OF CSEA LOCAL STATE FEDERAL CANDIDATES 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 272195724 1242495 1 0 0 PART I-A, LINE 1: WORK TO FIX CALIFORNIA'S SCHOOL FUNDING PROCESS AND RETURN CALIFORNIA FROM THE BOTTOM 5 TO THE TOP 10 IN EDUCATION FUNDING. 3522742 3522742 22602569 18549685 4052884 119138 62509 56629 6091657 3076364 3015293 126310 126310 10773858 DEPOSITS AND LOAN FEES 538645 ADVANCES 31022 ACCRUED POSTRETIREMENT BENEFIT ASSET 35350126 ACCRUED PENSION COST ASSET 64515430 100435223 CAPITAL LEASE OBLIGATIONS 2012185 2012185 1 CAPITAL & MAIN INVESTIGATING POWER AND POLITICS 1910 W SUNSET BLVD SUITE 740 LOS ANGELES CA 90026 810895767 501(C)(3) 50000 0 GENERAL ASSISTANCE LABOR CAMPAIGN FOR SINGLE-PAYER HEALTHCARE 9749 SUMMER PARK CT COLUMBIA MD 21046 800286238 501(C)(4) 7000 0 GENERAL ASSISTANCE CALIFORNIANS DEDICATED TO EDUCATION FOUNDATION 548 MARKET STREET PMB 75621 SAN FRANCISCO CA 94104 450676449 501(C)(3) 8000 0 GENERAL ASSISTANCE CALIFORNIA TAX REFORM ASSOCIATION 1121 L STREET 602 SACRAMENTO CA 95814 942386938 501(C)(4) 15000 0 GENERAL ASSISTANCE KVIE INC 2030 W EL CAMINO AVE SACRAMENTO CA 95833 941421463 501(C)(3) 10000 0 GENERAL ASSISTANCE HOTEL EMPLOYEES RESTAURANT EMPLOYEES LOCAL UNION 19 2302 ZANKER ROAD 2ND FLOOR SAN JOSE CA 95131 942300756 501(C)(5) 15000 0 GENERAL ASSISTANCE 3 3 SCHOLARSHIPS 199 143666 PART I, LINE 2: TYPICALLY GRANTS TO ORGANIZATIONS ARE MADE TO SPONSOR A CERTAIN EVENT OR PROGRAM. DOCUMENTATION IS PROVIDED BY THE ORGANIZATION. THE BOARD OF DIRECTORS MUST APPROVE A GRANT BEFORE FUNDS ARE PROVIDED. IN THE CASE OF INDIVIDUALS, SCHOLARSHIPS ARE MADE TO INDIVIDUALS BY WAY OF RECOMMENDATIONS MADE BY THE SCHOLARSHIP COMMITTEE. SCHOLARSHIP COMMITTEE RECOMMENDATIONS ARE BROUGHT TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE FUNDS ARE PROVIDED. X 1 1 X X X X 0 0 0 KEITH PACE EXECUTIVE DIRECTOR 434530 0 0 0 0 0 10290 0 38484 0 483304 0 0 0 HAROLD DEGUZMAN CHIEF FINANCIAL OFFICER 278207 0 0 0 0 0 8179 0 31686 0 318072 0 0 0 GABRIELA ECHEVARRIA DIRECTOR FIELD OPERATIONS 272828 0 0 0 0 0 8021 0 31686 0 312535 0 0 0 DAVID BARBER CHIEF COUNSEL 250390 0 0 0 0 0 7362 0 14451 0 272203 0 0 0 CHRIS MYERS DIRECTOR GOVERNMENT RELATIONS 219138 0 0 0 0 0 6443 0 31686 0 257267 0 0 0 SUSANA CHAMBERS FIELD DIRECTOR 217982 0 0 0 0 0 6409 0 31686 0 256077 0 0 0 DEBRA COLE FIELD DIRECTOR 223290 0 0 0 0 0 6565 0 24806 0 254661 0 0 0 ESPIE MEDELLIN FIELD DIRECTOR 224515 0 0 0 0 0 6601 0 14451 0 245567 0 0 0 CLAIRE RUSINIAK DIRECTOR OF HUMAN RESOURCES 207602 0 0 0 0 0 6104 0 31686 0 245392 0 0 0 PART I, LINE 1A CSEA OWNS A TOWNHOME IN SAN JOSE WHERE THE CSEA PRESIDENT RESIDES DURING THE WORK WEEK AS HIS REGULAR HOME IS IN SOUTHERN CALIFORNIA. THIS IS NOT TAXABLE COMPENSATION TO THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO HAVE THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY AND THE RIGHT TO ELECT DELEGATES TO ANNUAL CONFERENCE TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A ALL REGULAR MEMBERS HAVE A RIGHT TO VOTE FOR DELEGATES WHO ELECT THE STATEWIDE OFFICERS (ASSOCIATION PRESIDENT, FIRST VICE PRESIDENT, SECOND VP AND SECRETARY). LIKEWISE, REGULAR MEMBERS MAY VOTE FOR AREA DIRECTORS IN THEIR RESPECTIVE AREA. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE CONSTITUTION AND BYLAWS AND THE ANNUAL BUDGET ARE APPROVED BY THE BOARD AND THEN BROUGHT TO THE MEMBERSHIP FOR APPROVAL BY DELEGATES AT CONFERENCE BEFORE THEY ARE IMPLEMENTED. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. HOWEVER, ALL OF THE ORGANIZATION'S COMMITTEES DOCUMENT THEIR MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE REVIEWED BY THE CHIEF FINANCIAL OFFICER BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS A CONFLICT OF INTEREST POLICY IN PLACE. LIKEWISE, ALL EMPLOYEES ARE COVERED BY A CONFLICT OF INTEREST OPERATING PROCEDURE. WHILE ALL EMPLOYEES ARE REQUIRED TO REPORT ANY CONFLICT OF INTEREST, EACH DEPARTMENT HEAD (KEY EMPLOYEE) IS REQUIRED TO SIGN ANNUALLY A FORM WHICH: (1) AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND HAS AGREED TO COMPLY WITH IT AND (2) DISCLOSES INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. BOARD MEMBERS ARE ALSO REQUIRED TO SIGN A FORM ANNUALLY WHICH MAKES SIMILAR AFFIRMATIONS AS THE DEPARTMENT HEADS. DETERMINATION OF WHETHER A CONFLICT EXISTS IS MADE AT THE BOARD LEVEL FOR BOARD MEMBERS AND BY THE EXECUTIVE DIRECTOR FOR STAFF. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS AND DIRECTORS COMPENSATION WAS ESTABLISHED ACCORDING TO THEIR OFFER LETTER PLUS ANNUAL INCREASES DEPENDING ON THE LEVEL. THE ANNUAL INCREASE IS IMPLEMENTED EACH YEAR FOR THE ANNUAL RAISE OF EACH PERSON ACCORDING TO THEIR OFFER LETTER. WE BENCHMARKED SPECIFIC MANAGEMENT POSITIONS WITH A CONSULTANT IN FY23. FOR FY25, THE COMPENSATION OF THE OFFICERS OF CSEA ARE ALREADY ESTABLISHED BY OUR FIXED ANNUAL RATE INCREASE WITH A LIVING COST. EVERY YEAR, OUR OFFICERS SALARY INCREASED BASED ON THEIR ANNUAL RATE INCREASE PER THEIR EMPLOYMENT CONTRACT AND WITH A COST OF LIVING ADJUSTMENT IF APPROVED BY THE BOARD. THERE MIGHT BE YEARS WITH NO COLA ADJUSTMENT, BUT FOR THE PAST 5 YEARS, THERE WAS ALWAYS A COLA ADJUSTMENT EACH YEAR FOR ALL THE OFFICERS OF CSEA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS -23,546. NET PERIODIC BENEFIT INCOME, NET OF SERVICE COST -4,057,008. PACE OF CSEA LOCAL STATE FEDERAL CANDIDATES 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 272195724 TO PARTICIPATE IN LOCAL, STATE AND FEDERAL CANDIDATE ELECTIONS CA 527 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATON 0 PACE OF CSEA PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 680236443 TO PARTICIPATE IN STATE AND/OR LOCAL CANDIDATE ELECTIONS CA 527 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATON 0 CSEA ASSISTANCE FUND 2045 LUNDY AVE SAN JOSE CA 95131 823776783 TO PROVIDE AID TO DESTITUTE OR HOMELESS SCHOOL EMPLOYEES AND THEIR FAMILIES. CA 501(C)(3) LINE 7 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATON 1 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TRUST 2045 LUNDY AVENUE SAN JOSE CA 95131 776175956 LIFE INSURANCE, MEDICAL, AND OTHER BENEFITS FOR ELIGIBLE RETIREES. CA 501(C)(9) CALIFORNIA SCHOOL EMPLOYEES ASSOCIATON 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0