Mission
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.
Public Charity
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TRUST
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TRUST is a nonprofit organization categorized as Public Charity based in SAN JOSE, CA. Its most recent IRS filing (2025) reports revenue of $4.7M, expenses of $2.9M, total assets of $85.3M.
EIN: 776175956
SAN JOSE, CA
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$4.7M
Total Expenses$2.9M
Total Assets$85.3M
Grant Records0
Filing Years2021–2025
Officers & Directors
ASSOCIATION PRESIDENT
Adam Weinberger
PAST PRESIDENT
Benjamin Valdepena
AREA DIRECTOR B
Colette Hetland
CHIEF COUNSEL
David Barber
AREA DIRECTOR I
Donald Snyder
AREA DIRECTOR C
Donnell Fassler
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $4.7M | $2.9M | $85.3M |
| 2024 | $4.6M | $3.1M | $77.5M |
| 2023 | $4.2M | $3.0M | $65.6M |
| 2022 | $8.6M | $94K | $65.8M |
| 2021 | $3.7M | $7.0M | $70.4M |
Between 2021 and 2025, reported annual revenue grew from $3.7M to $4.7M (+28%), with total assets most recently reported at $85.3M.
Interactive year-over-year charts and full filing details available with membership.