Civic Intelligence

Telco Retirees Association Inc C/O Charles Gilbert

990EZ • Fiscal year 2020 • EIN 27-0064555

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 19, 2021

2717 W Haley DrAnthem, AZ 85086

(619) 401-6877

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

25th percentile

-17%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

-3.0%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

13%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$128,204

Down $3,969 (-3.0%) from 2019

Net Assets

Down

$128,204

Down $3,969 (-3.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$22,904

Up $2,546 (+13%) from 2019

Expenses

Up

$26,873

Up $469 (+1.8%) from 2019

Net Income

Up

-$3,969

Up $2,077 (+34%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2010: $148,770Net Assets 2010: $148,7702010Assets 2011: $152,479Net Assets 2011: $152,4792011Assets 2012: $148,283Net Assets 2012: $148,2832012Assets 2013: $149,511Liabilities 2013: $0Net Assets 2013: $149,5112013Assets 2014: $144,467Liabilities 2014: $0Net Assets 2014: $144,4672014Assets 2015: $140,499Liabilities 2015: $0Net Assets 2015: $140,4992015Assets 2016: $185,967Liabilities 2016: $0Net Assets 2016: $185,9672016Assets 2017: $163,148Liabilities 2017: $0Net Assets 2017: $163,1482017Assets 2018: $142,719Liabilities 2018: $4,500Net Assets 2018: $138,2192018Assets 2019: $132,173Liabilities 2019: $0Net Assets 2019: $132,1732019Assets 2020: $128,204Liabilities 2020: $0Net Assets 2020: $128,2042020Assets 2021: $122,857Liabilities 2021: $0Net Assets 2021: $122,8572021Assets 2022: $119,820Liabilities 2022: $0Net Assets 2022: $119,8202022Assets 2024: $74,263Liabilities 2024: $0Net Assets 2024: $74,2632024

Highlighted filing

2020

Assets$128,204
Liabilities$0
Net Assets$128,204

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2010: $45,474Expenses 2010: $35,924Net Income 2010: $9,5502010Revenue 2011: $41,536Expenses 2011: $37,827Net Income 2011: $3,7092011Revenue 2012: $37,593Expenses 2012: $41,789Net Income 2012: -$4,1962012Revenue 2013: $40,746Expenses 2013: $39,518Net Income 2013: $1,2282013Revenue 2014: $38,648Expenses 2014: $43,692Net Income 2014: -$5,0442014Revenue 2015: $33,626Expenses 2015: $37,594Net Income 2015: -$3,9682015Revenue 2016: $28,114Expenses 2016: $35,552Net Income 2016: -$7,4382016Revenue 2017: $27,944Expenses 2017: $43,108Net Income 2017: -$15,1642017Revenue 2018: $25,717Expenses 2018: $50,646Net Income 2018: -$24,9292018Revenue 2019: $20,358Expenses 2019: $26,404Net Income 2019: -$6,0462019Revenue 2020: $22,904Expenses 2020: $26,873Net Income 2020: -$3,9692020Revenue 2021: $18,337Expenses 2021: $23,684Net Income 2021: -$5,3472021Revenue 2022: $16,879Expenses 2022: $19,916Net Income 2022: -$3,0372022Revenue 2024: $15,409Expenses 2024: $13,397Net Income 2024: $2,0122024

Highlighted filing

2020

Revenue$22,904
Expenses$26,873
Net Income-$3,969
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 19, 2021
Return Version
2020v4.1
Gross Receipts
$22,904
Mission and Program Overview

Mission

To represent retired employees of pacific bell, nevada bell and sbc west companies.

Program Services

DescriptionGrantsExpenses
TO REPRESENT RETIRED EMPLOYEES OF PACIFIC BELL, NEVADA BELL AND SBC WEST COMPANIES.$0$17,941
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDI MORRISTreasurerPT$0--
JANE BANFIELDVice PresidentPT$0--
MONTE BAGGSPresidentPT$0--
LEE BROWNDirectorPT$0--
CAROLE HANSENDirectorPT$0--
NORMA WILLOGHBY COMSASecretaryPT$0--
ANNE BURKARTDirectorPT$0--
TED MAZZELLADirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Telco Retirees Association Inc
EIN
27-0064555
Phone
6194016877
Address
2717 W HALEY DR, ANTHEM, AZ 85086

Signing Officer

Name
Charles Gilbert
Title
President
Phone
6194016877
Signed
2021-07-19
Discuss with paid preparer
Yes

Preparer

Firm
Bruno Skorheim Llp
Address
9665 CHESAPEAKE DRIVE SUITE 470, SAN DIEGO, CA 92123
Preparer
Nicola Bruno
Phone
8583003141
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: edwards jones. Amount: 1. Description: edwards jones. Amount: 5,743. Total to form 990-ez, line 8: 5,744.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: internet. Amount: 425. Description: dues & subscriptions. Amount: 1,589. Description: travel. Amount: 1,798. Description: insurance. Amount: 2,679. Description: telephone. Amount: 1,489. Total to form 990-ez, line 16: 7,980.

Form 990-ez, Part II, Line 24 - Other Assets

Description: at&t and verizon stock. Beg. Of year amount: 107,783. End of year amount: 79,320. Description: . Beg. Of year amount: 16,000. End of year amount: 45,913. Description: ab government money market a. Beg. Of year amount: 4,164. End of year amount: 1,583.

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANTHEM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDI MORRIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEE BROWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANNE BURKART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TED MAZZELLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0127947
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0126816
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07980
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt03104
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TELCORETIREES.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: EDWARDS JONES. AMOUNT: 1. DESCRIPTION: EDWARDS JONES. AMOUNT: 5,743. TOTAL TO FORM 990-EZ, LINE 8: 5,744.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INTERNET. AMOUNT: 425. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 1,589. DESCRIPTION: TRAVEL. AMOUNT: 1,798. DESCRIPTION: INSURANCE. AMOUNT: 2,679. DESCRIPTION: TELEPHONE. AMOUNT: 1,489. TOTAL TO FORM 990-EZ, LINE 16: 7,980.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: AT&T AND VERIZON STOCK. BEG. OF YEAR AMOUNT: 107,783. END OF YEAR AMOUNT: 79,320. DESCRIPTION: . BEG. OF YEAR AMOUNT: 16,000. END OF YEAR AMOUNT: 45,913. DESCRIPTION: AB GOVERNMENT MONEY MARKET A. BEG. OF YEAR AMOUNT: 4,164. END OF YEAR AMOUNT: 1,583.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES GILBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06194016877
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TELCO RETIREES ASSOCIATION INC
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ReturnHeader/Filer/BusinessNameControlTxt0TELC
ReturnHeader/Filer/EIN0270064555
ReturnHeader/Filer/PhoneNum06194016877
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum08583003141
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLA BRUNO
ReturnHeader/ReturnTs02021-07-29T11:03:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GILBERT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.15$0.13$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.17$0.20$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.18$0.24$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.23$0.27$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.20$0.26$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.05$1.38$0.26$0.51$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.28$0.43$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.28$0.36$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.34$0.38$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.39$0.44$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.41$0.40$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$1.48$0.38$0.42$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$1.52$0.42$0.38$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$1.49$0.45$0.36$0.10