California School Employees Association Retiree Premium Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 517,311 | 4,605,742 | −4,088,431 | -32.0 | 0% |
| 2012 | 1,262,788 | 9,449,545 | −8,186,757 | -26.8 | 0% |
| 2013 | 4,541,818 | 8,444 | 4,533,374 | -19366.9 | 0% |
| 2014 | 2,717,884 | 2,887,901 | −170,017 | -46.4 | 0% |
| 2015 | 3,961,041 | 10,452,427 | −6,491,386 | -18.7 | 0% |
| 2016 | 5,546,942 | 51,597 | 5,495,345 | -2803.6 | 0% |
| 2017 | 4,955,114 | 382,347 | 4,572,767 | -113.5 | 0% |
| 2018 | 5,279,519 | 2,987,496 | 2,292,023 | 7.7 | 0% |
| 2019 | 4,174,922 | 1,313,752 | 2,861,170 | 38.2 | 0% |
| 2020 | 4,470,690 | 7,798,994 | −3,328,304 | 4.6 | 0% |
| 2021 | 3,656,607 | 7,034,101 | −3,377,494 | 23.3 | 0% |
| 2022 | 8,644,441 | 93,636 | 8,550,805 | 2136.4 | 0% |
| 2023 | 4,154,073 | 3,039,018 | 1,115,055 | 86.7 | 0% |
In its most recent public year (2023), this organization brought in $1,115,055 more than it spent. Its reserves stood at about 86.7 months of spending, up from -32 in 2011. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
California School Employees Association Retiree Premium Tr's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works