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California School Employees Association Retiree Premium TR

501(c)
DBA: % CALIFORNIA BANK & TRUST
Other · SAN JOSE, CA · EIN 77-6175956

About

Funds received will be invested and used for the payment of medical and life insurance premiums for its eligible retirees as well as other benefits incidental there to.

In care of California Bank & Trust

Donations are NOT tax-deductible
Category
Other
Employees
0
Volunteers
15

Financial Snapshot

FY ending 2024-05-31
Revenue
$4.6M
Expenses
$3.1M
Assets
$77.5M
Liabilities
$45.4M

Financial history

$8.6M$4.3M$0
161718192021222324
RevenueExpenses
Latest FY2024: $4.6M · Peak FY2022: $8.6M · Avg: $5.3M
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR
Your actions

Address

2045 Lundy AVE
SAN JOSE, CA, 95131-182

Governance

Voting board members15
Independent members15
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardNo

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Board approved compYes
Public records
ProPublica Nonprofit Explorer ↗
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search ↗
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.