Csac Finance Corporation
Public records raise at least one point you should look into before giving.
What it says it does
TO PROVIDE A BROAD ARRAY OF FINANCE, INVESTMENT, INSURANCE AND PUBLIC SERVICES TO BENEFIT CALIFORNIA COUNTIES AND RELATED PUBLIC AGENCIES.
- Income
- $9.2 million
- Spending
- $9.4 million
- Employees
- 8
- Volunteers
- 11
- Highest pay
- $535,959, ceo
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- $5.7 million spent. Grants to CSAC Totaled 5,725,000.
- $2.8 million spent. The Nationwide Retirement Solutions program is the largest deferred compensation program in the country for county employees. In California, over 65,000 county employees save for their retirement using this flexible, cost-effective employee benefit program. This program is the only one with a national oversight committee consisting of elected and appointed county officials who are plan participants. Additionally, an advisory committee comprised of California county officials provides additional feedback and oversight for this supplemental retirement program. Currently, 34 counties in California have chosen Nationwide to help their employees save for retirement.The Investment Trust of California (CalTRUST) is a JPA established by public agencies in California for the purpose of pooling and investing local agency funds operating reserves as well as bond proceeds. CalTRUST offers the option of five accounts to provide participating agencies with a convenient method of pooling funds a liquidity fund, a government fund, a short-term, and a medium-term, and a new ESG-compliant money market fund. Each account seeks to attain as high a level of current income as is consistent with the preservation of principal. This program is a great option to diversify investments!Public Square Real Estate, Inc. (PSRE) is a corporation formed by CSAC Finance Corporation (CSAC FC) aimed at providing holistic and comprehensive professional real estate services to Californias counties. The unique nature of this corporation and its partnerships ensures counties have access to the highest level of real estate services with a special focus on counties and their needs. This partnership provides unmatched resources and expertise in real estate services dedicated to the business of improving public services for counties and their constituents. PSRE was formed with these guiding principles and a clear focus to ensure that counties have a service option that puts them first by an organization that understands counties and the public interest.Formed by the CSAC Finance Corporation, Easy Smart Pay is a platform built to modernize and simplify the process of paying government. ESP is a complementary bill pay service focused on providing automatic monthly payments to taxpayers for their property tax at the lowest industry rates. In addition to the partnership with the CSAC Finance Corporation, Easy Smart Pay partners with the NACo Financial Services Corporation and the California School Board Association. This program is currently being used in 28 of the 58 California counties and is now available for all counties to onboard.The California Cannabis Authority is a Joint Powers Authority established by county governments to develop and manage a statewide data platform. The platform will assist local governments that are regulating commercial cannabis activity by consolidating data from different channels into one resource to help local governments ensure maximum regulatory and tax compliance. In addition, the platform can help to facilitate financial services to the cannabis industry by linking willing financial institutions with interested businesses, and by providing critical data to ensure that all transactions and deposits are from legal transactions. As counties look at establishing or revising their cannabis licensing and taxing structure, CCA should be among the resources used to ensure a successful and robust regulatory program.CSAC Finance Corporation and Enterprise Mobility have partnered to provide counties and other municipalities remarkably discounted rates for cars, trucks, vans and cargo vehicle rentals. Through this program, Enterprise Mobility also provides automatic damage waivers and liability coverage at no additional cost and all with a zero-volume guarantee, making it more efficient and cost-effective to rent one or multiple vehicles on short and/or long-term bases. Enterprise Mobility is a leading provider of mobility solutions including car rental, fleet management, flexible vehicle hire, carsharing, vanpooling, car sales, truck rental, vehicle subscription, luxury rental, technology solutions and more, to help make travel easier and more convenient.The Personal Lines Insurance Program (PLIP) provided by PRISM offers employees of PRISM members access to practical group savings on everyday insurance coverages. Available to all eligible PRISM members and their employees, council, commissioners, and retirees, there is a solution and savings for many participants. The coverages provided include Automobile, Pet Insurance, Homeowners, Renters, Excess Liability/Umbrella to all the employees (including retirees), Condominium, Scheduled Personal Property, Recreational Vehicles, Watercraft, RV, Rental Properties, and more. Each public entity participating in a PRISM benefit program receives service support from a dedicated program management team.Procure America provides its clients with analytics and strategies that result in greater performance at lower costs. By leveraging decades of industry experience, Procure America generates an average savings of 34%, all while increasing operational efficiency, vendor accountability, and service levels. Procure Americas experts have deep, industry-specific experience and will analyze all aspects of the supplier relationship contractual, operational, and invoice compliance. Knowledge, information and focus deliver results.CSAC FC has partnered with the California School Board Association (CSBA) to bring the GAMUT platform to California counties and other public agencies that allows for virtual meeting minutes record-keeping that conforms with the Brown Act. Agencies are able to use this simple yet robust software for meetings and policies as well as provide immediate public access and translation in more than 100 languages. The platform incorporates the needs of a virtual meeting environment with online voting and remote board access. Agencies can purchase the entire suit
- $404,404 spent. The California Statewide Communities Development Authority (CSCDA) was created in 1988, under Californias Joint Exercise of Powers Act, to provide Californias local governments with an effective tool for the timely financing of community-based public benefit projects. Currently, more than 530 cities, counties and special districts have become Program Participants to CSCDA which serves as their conduit issuer and provides access to an efficient mechanism to finance locally-approved projects. To date, CSCDA has issued more than $70 billion in tax exempt bonds helping local governments build community infrastructure, provide affordable housing, create jobs, make access available to quality healthcare and education, and more.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(4) social welfare organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(4) social welfare organization as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since October 1986.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.