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Nonprofit · EIN 65-1217957

CALIFORNIA STATE RETIREES

Tax-exempt · SACRAMENTO, CA 95834

Financials

$3.6M$3.2M2023$3.8M$4.3M2024
Revenue Expenses · by fiscal year end
Financials of CALIFORNIA STATE RETIREES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,837,486$4,289,173-$451,687$8,466,196$508,037$7,958,159
December 31, 2023990$3,646,447$3,180,620$465,827$8,315,515$409,062$7,906,453
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$33,642
Program service revenue
$3,766,036
Investment income
$28,424
Net gain from sales of assets
-$21,808
Other revenue
$9,384

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$367,238
Other salaries and wages
$623,297
Salaries, compensation and benefits (total)
$1,383,082
Professional fundraising fees
$0
Legal fees
$46,824
Accounting fees
$33,267
Occupancy
$26,401
Travel
$335,289
Depreciation
$1,962

Balance sheet and other

Total assets, start of year
$8,315,515
Total assets, end of year
$8,466,196
Total liabilities, end of year
$508,037
Net assets, end of year
$7,958,159
Publicly traded securities
$2,129,092
Net assets without donor restrictions
$7,958,159
Gross unrelated business income
$4,500
Gross receipts
$3,939,019
Employees
0
Volunteers
250
Year formed
2003
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ROCCO PATERNOSTEREXECUTIVE DIRECTOR
Officer
10$331,202$17,057
CORINNE CELENTANOASSISTANT ADMINISTRATIVE DIRECTOR
Highest-paid employee
40$136,018$55,283
JAMEE VILLASENIOR COMMUNICATIONS SPECIALIST
Highest-paid employee
40$103,943$50,124
MARK DEVAUGHNSENIOR COMMUNICATIONS SPECIALIST
Highest-paid employee
40$111,199$42,739
ANTONIO MALDONADOSR. UNION REP/ORGANIZER
Highest-paid employee
40$113,947$38,526
STEPHANIE HUEGPRESIDENT TO OCT 2024
Trustee or director, Officer
15$3,850$0
ELNORA HUNTER-FRETWELLEXECUTIVE VICE PRESIDENT TO OCT 2024
Trustee or director, Officer
15$3,850$0
GERALD FOUNTAINCFO/SECRETARY TO OCT 2024
Trustee or director, Officer
15$3,850$0
MARY MCDONNELLVICE PRESIDENT TO OCT 2024
Trustee or director, Officer
15$3,850$0
JOE REYNOSOPRESIDENT
Trustee or director, Officer
15$1,020$0
GEANIE HIXONCFO/SECRETARY
Trustee or director, Officer
15$1,020$0
KEITH UMEMOTOEXECUTIVE VICE PRESIDENT
Trustee or director, Officer
15$770$0
VINCENT HERRERAVICE PRESIDENT
Trustee or director, Officer
15$770$0
SHARON STOLZMANDIRECTOR
Trustee or director
10$0$0
MARIA AGUILARDIRECTOR
Trustee or director
10$0$0
6 more people on this return
NameTitleHours / weekCompensation
PATRICK GANTTDIRECTOR
Trustee or director
10$0
SUSANNE PARADISDIRECTOR
Trustee or director
10$0
PATSY JIMENEZDIRECTOR
Trustee or director
10$0
R CONNIE LIRA-BEUERDIRECTOR
Trustee or director
10$0
MERILEE COLTONDIRECTOR
Trustee or director
10$0
TIMOTHY BEHRENSDIRECTOR TO DEC 2024
Trustee or director
10$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensationOther / benefits
ROCCO PATERNOSTEREXECUTIVE DIRECTOR
Officer
40$190,257$7,962
CORINNE CELENTANOASSISTANT ADMINISTRATIVE DIRECTOR
Highest-paid employee
40$122,527$48,545
MARK DEVAUGHNSENIOR COMMUNICATIONS SPECIALIST
Highest-paid employee
40$103,276$26,103
STEPHANIE HUEGPRESIDENT
Trustee or director, Officer
15$4,620$0
ELNORA HUNTER-FRETWELLEXECUTIVE VICE PRESIDENT
Trustee or director, Officer
15$4,620$0
GERALD FOUNTAINCFO/SECRETARY
Trustee or director, Officer
15$4,620$0
MARY MCDONNELLVICE PRESIDENT
Trustee or director, Officer
15$4,620$0
SHARON STOLZMANDIRECTOR
Trustee or director
10$0$0
MARIA AGUILARDIRECTOR
Trustee or director
10$0$0
VINCENT HERRERADIRECTOR
Trustee or director
10$0$0
SUSANNE PARADISDIRECTOR
Trustee or director
10$0$0
PATSY JIMENEZDIRECTOR
Trustee or director
10$0$0
KEITH UMEMOTODIRECTOR
Trustee or director
10$0$0
TIMOTHY BEHRENSDIRECTOR
Trustee or director
10$0$0

Address and contacts

Address (IRS master file)
3000 ADVANTAGE WAY, SACRAMENTO, CA 95834-9670
Principal officer (990 for 2024)
GEANIE HIXON, 3000 ADVANTAGE WAY, SACRAMENTO, CA 95834
Signed the 990
GEANIE HIXON, CFO
Phone
(916) 326-4292
Return prepared by
GILBERT CPAS

California records

California keeps its own records of charities and corporations. Search them by EIN 65-1217957 or by the name CALIFORNIA STATE RETIREES.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
65-1217957
Tax-exempt status
501(c)(5): Labor, agricultural or horticultural organization
Donations deductible
No
Exempt since
2004
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Employment (J40)
Group exemption
5341 (26 member organizations)
Assets (IRS master file)
$8,466,196
Income (IRS master file)
$3,939,019

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,837,486$4,289,173$8,466,196XML
990December 2023$3,646,447$3,180,620$8,315,515XML
990December 2022$3,491,830$3,080,682$7,181,114IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-1217957).

Questions about CALIFORNIA STATE RETIREES

What is the EIN of CALIFORNIA STATE RETIREES?
The employer identification number (EIN) of CALIFORNIA STATE RETIREES is 65-1217957.
Is CALIFORNIA STATE RETIREES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 2004.
Are donations to CALIFORNIA STATE RETIREES tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CALIFORNIA STATE RETIREES file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CALIFORNIA STATE RETIREES due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CALIFORNIA STATE RETIREES last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CALIFORNIA STATE RETIREES?
The 990 for the year ended December 31, 2024 names GEANIE HIXON.
Who are the officers and directors of CALIFORNIA STATE RETIREES?
The 990 for the year ended December 31, 2024 lists 21 people; 13 received compensation from the organization, the highest $331,202 (ROCCO PATERNOSTER, EXECUTIVE DIRECTOR).
How much revenue does CALIFORNIA STATE RETIREES have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,837,486, expenses of $4,289,173 and total assets of $8,466,196 at year end.

Organizations in its group exemption (26)

Other nonprofits in SACRAMENTO

All nonprofits in SACRAMENTO · California · Employment