2025-11-04T15:28:13-06:00 2024-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2024-01-01 651217957 CALIFORNIA STATE RETIREES CALI 9163264292 3000 ADVANTAGE WAY SACRAMENTO CA 95834 GEANIE HIXON CFO 9163264292 2025-10-30 1 1 JENNIFER Z IWATA P01310188 9166466464 2025-10-30 2024 2025-03-06 01:10:19Z GEANIE HIXON 3000 ADVANTAGE WAY SACRAMENTO CA 95834 3939019 0 X WWW.CALIFORNIASTATERETIREES.ORG X 2003 CA CALIFORNIA STATE RETIRESS REPRESENTS CERTAIN RETIRED EMPLOYEES OF THE STATE OF CALIFORNIA. 11 7 0 250 4500 0 20153 33642 3614760 3766036 0 28424 11534 9384 3646447 3837486 0 0 0 0 1216610 1383082 0 0 0 1964010 2906091 3180620 4289173 465827 -451687 8315515 8466196 409062 508037 7906453 7958159 X 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. 0 0 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. CSR EDUCATES MEMBERS ON ISSUES RELATED TO RETIREMENT BENEFITS BY HOLDING CSR CHAPTER MEETINGS THROUGHOUT THE STATE. CSR PUBLISHED A MONTHLY NEWSLETTER FOR THE MEMBERS' EDUCATION ON IMPORTANT ISSUES RELATED TO THE ORGANIZATION'S MISSION. CSR CONDUCTED THE ANNUAL LOBBY DAY AT THE STATE CAPITOL, ATTENDED BY MORE THAN 200 MEMBERS. MEMBERS MET WITH THEIR LEGISLATORS AND STAFF TO DISCUSS ISSUES RELATED TO PROTECTING MEMBERS PENSIONS AND BENEFITS. 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 0 1 1 0 0 0 0 0 0 0 X 11 7 0 0 0 0 1 1 0 1 1 0 1 1 0 0 1 1 0 0 0 CA X KENTON JONES 9163264285 3000 ADVANTAGE WAY SACRAMENTO CA 95834 JOE REYNOSO PRESIDENT 15.00 X X 1020 0 0 KEITH UMEMOTO EXECUTIVE VICE PRESIDENT 15.00 X X 770 0 0 GEANIE HIXON CFO/SECRETARY 15.00 X X 1020 0 0 VINCENT HERRERA VICE PRESIDENT 15.00 X X 770 0 0 STEPHANIE HUEG PRESIDENT TO OCT 2024 15.00 X X 3850 0 0 ELNORA HUNTER-FRETWELL EXECUTIVE VICE PRESIDENT TO OCT 2024 15.00 X X 3850 0 0 GERALD FOUNTAIN CFO/SECRETARY TO OCT 2024 15.00 X X 3850 0 0 MARY MCDONNELL VICE PRESIDENT TO OCT 2024 15.00 X X 3850 0 0 SHARON STOLZMAN DIRECTOR 10.00 X 0 0 0 MARIA AGUILAR DIRECTOR 10.00 X 0 0 0 PATRICK GANTT DIRECTOR 10.00 X 0 0 0 SUSANNE PARADIS DIRECTOR 10.00 X 0 0 0 PATSY JIMENEZ DIRECTOR 10.00 X 0 0 0 R CONNIE LIRA-BEUER DIRECTOR 10.00 X 0 0 0 MERILEE COLTON DIRECTOR 10.00 X 0 0 0 TIMOTHY BEHRENS DIRECTOR TO DEC 2024 10.00 X 0 0 0 ROCCO PATERNOSTER EXECUTIVE DIRECTOR 10.00 X 331202 0 17057 CORINNE CELENTANO ASSISTANT ADMINISTRATIVE DIRECTOR 40.00 X 136018 0 55283 ANTONIO MALDONADO SR. UNION REP/ORGANIZER 40.00 X 113947 0 38526 MARK DEVAUGHN SENIOR COMMUNICATIONS SPECIALIST 40.00 X 111199 0 42739 JAMEE VILLA SENIOR COMMUNICATIONS SPECIALIST 40.00 X 103943 0 50124 815289 0 203729 5 0 1 1 CALIFORNIA STATE EMPLOYEE'S ASSOCIATION 3000 ADVANTAGE WAY SUITE 230 SACRAMENTO CA 95814 ADMINISTRATIVE SERVICES 411432 1 33642 33642 MEMBERSHIP DUES 561499 3766036 3766036 3766036 50232 50232 79725 101533 -21808 -21808 -21808 MISCELLANEOUS REVENUE 900099 4884 4884 ADVERTISING INCOME 541800 4500 4500 9384 3837486 3770920 4500 28424 367238 623297 184153 158079 50315 46824 33267 108140 22050 216164 134810 26401 335289 506495 1962 5537 PRINTING, POSTAGE AND P 651309 CENTRAL SUPPORT 411432 POLITICAL ACTION FUND 386932 LICENSES AND FEES 18679 800 4289173 3752503 3394396 2144559 2430106 368814 475707 4035 13108 123627 123627 1962 0 1950175 2129092 93467 23787 8315515 8466196 382226 508037 26836 0 409062 508037 X 7906453 7958159 7906453 7958159 8315515 8466196 -451687 503393 0 X X 0 1 X 1 0 CSEA RETIREES INC PAC 1108 O STREET SUITE 300 SACRAMENTO CA 95814 830497370 423245 1 0 0 26385 26385 0 97242 97242 0 0 X PART X, LINE 2: CSR HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. X 0 0 0 ROCCO PATERNOSTER EXECUTIVE DIRECTOR 331202 0 0 0 0 0 11520 0 5537 0 348259 0 0 0 CORINNE CELENTANO ASSISTANT ADMINISTRATIVE DIRECTOR 136018 0 0 0 0 0 19673 0 35610 0 191301 0 0 0 JAMEE VILLA SENIOR COMMUNICATIONS SPECIALIST 103943 0 0 0 0 0 14514 0 35610 0 154067 0 0 0 MARK DEVAUGHN SENIOR COMMUNICATIONS SPECIALIST 111199 0 0 0 0 0 17593 0 25146 0 153938 0 0 0 ANTONIO MALDONADO SR. UNION REP/ORGANIZER 113947 0 0 0 0 0 13380 0 25146 0 152473 0 0 0 STEPHANIE HUEG PRESIDENT TO OCT 2024 0 0 0 0 3850 0 0 0 0 0 3850 0 0 0 ELNORA HUNTER-FRETWELL EXECUTIVE VICE PRESIDENT TO OCT 2024 0 0 0 0 3850 0 0 0 0 0 3850 0 0 0 GERALD FOUNTAIN CFO/SECRETARY TO OCT 2024 0 0 0 0 3850 0 0 0 0 0 3850 0 0 0 MARY MCDONNELL VICE PRESIDENT TO OCT 2024 0 0 0 0 3850 0 0 0 0 0 3850 0 0 0 JOE REYNOSO PRESIDENT 0 0 0 0 1020 0 0 0 0 0 1020 0 0 0 GEANIE HIXON CFO/SECRETARY 0 0 0 0 1020 0 0 0 0 0 1020 0 0 0 KEITH UMEMOTO EXECUTIVE VICE PRESIDENT 0 0 0 0 770 0 0 0 0 0 770 0 0 0 VINCENT HERRERA VICE PRESIDENT 0 0 0 0 770 0 0 0 0 0 770 0 0 0 FORM 990, PART VII, SECTION A AND SCHEDULE J, PART III COMPENSATION FOR THE LISTED INDIVIDUALS IS PAID BY CALIFORNIA STATE EMPLOYEES ASSOCIATION (CSEA), AN UNRELATED ORGANIZATION. THE ASSOCIATION REIMBURSED CSEA FOR THESE PAYMENTS. THE ASSOCIATION DOES NOT HAVE ANY EMPLOYEES: JOE REYNOSO COMPENSATION $1,020, KEITH UMEMOTO COMPENSATION $770, GEANIE HIXON COMPENSATION $1,020, VINCENT HERRERA COMPENSATION $770, STEPHANIE HEUG COMPENSATION $3,850, ELNORA HUNTER-FRETWELL COMPENSATION $3,850, GERALD FOUNTAIN COMPENSATION $3,850, MARY MCDONNELL COMPENSATION $3,850. ROCCO PATERNOSTER BASE COMPENSATION $331,202 DEFERRED COMPENSATION $11,520, NONTAXABLE BENEFITS $5,537 CORINNE CELENTANO BASE COMPENSATION $136,018, DEFERRED COMPENSATION $19,673, NONTAXABLE BENEFITS $35,610 ANTONIO MALDONADO BASE COMPENSATION $113,947, DEFERRED COMPENSATION $13,380, NONTAXBLE BENEFITS $25,146 MARK DEVAUGHN BASE COMPENSATION $111,199, DEFERRED COMPENSATION $17,593, NONTAXBLE BENEFITS $25,146 JAMEE VILLA BASE COMPENSATION $103,943, DEFERRED COMPENSATION $14,514, NONTAXBLE BENEFITS $35,610 FORM 990, PART V, LINE 2A-B THE ASSOCIATION DOES NOT HAVE ANY EMPLOYEES. ALL COMPENSATION IS PAID BY CALIFORNIA STATE EMPLOYEE'S ASSOCIATION (CSEA), AN UNRELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS MEMBERS WHO MAY ELECT OTHER MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION HAS MEMBERS WHO MAY ELECT OTHER MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE TREASURER THE TREASURER REVIEWED THE FORM 990 WITH THE PRESIDENT AND THE FORM 990 WAS FINALIZED AND THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND ITS ADMINISTRATOR. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC 6104(D). FORM 990, PART XII, LINE 2C NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT NOR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR. CSEA RETIREES INC POLITICAL ACTION COMMITIEE 3000 ADVANTAGE WAY SUITE 100 SACRAMENTO CA 95834 830497370 POLITICAL CA 527 CALIFORNIA STATE RETIREES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 CSEA RETIREES INC PAC R 423245 CASH