Civic Intelligence

California Retired Teachers Association

EIN 23-7418983 • 501(c)4 • El Dorado Hills, CA

Profile

Provides grants to junior colleges

2121 Aiken WayEl Dorado Hills, CA 95762-9568
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

41st percentile

-2.3%

Higher net margin than 41% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

56th percentile

0.7%

Faster asset growth than 56% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

49th percentile

-1.9%

Faster revenue growth than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$94,609

Up $1,220 (+1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$94,609

Up $1,220 (+1.3%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin41st percentile

Revenue

Down

$19,467

Down $774 (-3.8%) from 2023

Expenses

Down

$19,913

Down $2,609 (-12%) from 2023

Net Income

Up

-$446

Up $1,835 (+80%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2022: $95,670Liabilities 2022: $0Net Assets 2022: $95,6702022Assets 2023: $93,389Liabilities 2023: $0Net Assets 2023: $93,3892023Assets 2025: $94,609Liabilities 2025: $0Net Assets 2025: $94,6092025

Highlighted filing

2025

Assets$94,609
Liabilities$0
Net Assets$94,609
Open 2025 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2022: $20,363Expenses 2022: $14,946Net Income 2022: $5,4172022Revenue 2023: $20,241Expenses 2023: $22,522Net Income 2023: -$2,2812023Revenue 2025: $19,467Expenses 2025: $19,913Net Income 2025: -$4462025

Highlighted filing

2025

Revenue$19,467
Expenses$19,913
Net Income-$446
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,609
Liabilities
$0
Net assets
$94,609
Revenue
$19,467
Expenses
$19,913
Net income
-$446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$94.6$0.00$94.6$19.5$19.9$0.45
2023Detailed filing. Detailed filing data is available for this year.$93.4$0.00$93.4$20.2$22.5$2.28
2022Detailed filing. Detailed filing data is available for this year.$95.7$0.00$95.7$20.4$14.9$5.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 18, 2025
Return Version
2024v5.2
Gross Receipts
$28,162
Mission and Program Overview

Mission

Provides grants to junior colleges

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION PROVIDES GRANTS TO THREE JUNIOR COLLEGES AND ONE GRADUATE SCHOLARSHIP TO BE APPLIED TOWARDS TEACHER EDUCATION.-$0
THE ASSOCIATION PRINTS A NEWSLETTER AND A DIRECTORY, PLUS PROVIDES CONFERENCES AND MEETINGS TO THE MEMBERSHIP.-$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIE LAUNEYSecretary-$0--
CRISTI CALPOPresident-$0--
JUNE HOLMESMembership Records-$0--
CLARK SWANSONCo-TreasurerPT$0--
SHARON SWANSONCo-TreasurerPT$0--
MICKEY SPITTLERVice President-$0--
Filing and Contact Details

Filer

Filer Name
California Retired Teachers Association
EIN
23-7418983
In Care Of
% CLARK SWANSON
Phone
9162144087
Address
2121 AIKEN WAY, EL DORADO HILLS, CA 95762-9568

Signing Officer

Name
Clark Swanson
Title
Co-treasurer
Phone
9162144087
Signed
2025-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Islip Company
Address
3465 AMERICAN RIVER DR SUITE D, Sacramento, CA 95864
Preparer
Patrick Islip CPA
Phone
9164881900
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountOTHER INCOME 443”

Description of other expenses Part I line 16

“Description AmountOFFICERS EXPENSE 276NEWSLETTER AND POSTAL MAILING 5,002CONTINGENCY FUND 530COMMITTEE EXPENSE 7,930ACCOUNTING/TAX PREP FEE 687SCTA/EGEA FEES 1,000CONFERENCES AND TRAVEL 4,408TAXES AND LICENSES 80”

Raw XML Appendix130 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CLARK SWANSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09162144087
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02121 AIKEN WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EL DORADO HILLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0957629568
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt095055
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt094609
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-446
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095055
IRS990EZ/Form990TotalAssetsGrp/EOYAmt094609
IRS990EZ/FundraisingGrossIncomeAmt05725
IRS990EZ/GrossReceiptsAmt028162
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01635
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020359
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095055
IRS990EZ/NetAssetsOrFundBalancesEOYAmt094609
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095055
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt094609
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARCIE LAUNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRISTI CALPO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUNE HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLARK SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHARON SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICKEY SPITTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBERSHIP RECORDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019913
IRS990EZ/OtherRevenueTotalAmt0443
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDES GRANTS TO JUNIOR COLLEGES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION PROVIDES GRANTS TO THREE JUNIOR COLLEGES AND ONE GRADUATE SCHOLARSHIP TO BE APPLIED TOWARDS TEACHER EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ASSOCIATION PRINTS A NEWSLETTER AND A DIRECTORY, PLUS PROVIDES CONFERENCES AND MEETINGS TO THE MEMBERSHIP.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt08695
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2970
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019913
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt019467
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOTHER INCOME 443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOFFICERS EXPENSE 276NEWSLETTER AND POSTAL MAILING 5,002CONTINGENCY FUND 530COMMITTEE EXPENSE 7,930ACCOUNTING/TAX PREP FEE 687SCTA/EGEA FEES 1,000CONFERENCES AND TRAVEL 4,408TAXES AND LICENSES 80
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARK SWANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09162144087
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA RETIRED TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0237418983
ReturnHeader/Filer/InCareOfNm0% CLARK SWANSON
ReturnHeader/Filer/PhoneNum09162144087
ReturnHeader/Filer/USAddress/AddressLine1Txt02121 AIKEN WAY
ReturnHeader/Filer/USAddress/CityNm0EL DORADO HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0957629568
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0683044156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISLIP COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03465 AMERICAN RIVER DR SUITE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095864
ReturnHeader/PreparerPersonGrp/PhoneNum09164881900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK ISLIP CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-03T14:24:04-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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