Liabilities / Assets
80th percentile
Higher debt load relative to assets than 80% of similar nonprofits.
California Teachers Association
EIN 33-0071053 • 501(c)5 • Menifee, CA
Profile
The advancement of education.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.03x
Liabilities / Revenue
77th percentile
Higher debt load relative to revenue than 77% of similar nonprofits.
Net Margin
53rd percentile
Higher net margin than 53% of similar nonprofits.
Top Officer Pay
69th percentile
Higher top officer pay than 69% of similar nonprofits.
Top officer pay equals 3.7% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
80th percentile
Faster revenue growth than 80% of similar nonprofits.
Balance Sheet
Assets
Up$113,903
Up $11,176 (+11%) from 2023
Liabilities
Up$3,474
Up $2,624 (+309%) from 2023
Net Assets
Up$110,429
Up $8,552 (+8.4%) from 2023
Revenue
Up$164,216
Up $22,989 (+16%) from 2023
Expenses
Up$155,664
Up $43,784 (+39%) from 2023
Net Income
Down$8,552
Down $20,795 (-71%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $113,903
- Liabilities
- $3,474
- Net assets
- $110,429
- Revenue
- $164,216
- Expenses
- $155,664
- Net income
- $8,552
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2023 to Aug 31, 2024
- Signed
- Feb 9, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $164,216
Mission and Program Overview
Mission
The advancement of education.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROMOTE ADVANCEMENT OF EDUCATION AND TO FURNISH A PRACTICAL BASIS FOR THE UNITED ACTION DEVOTED TO THE CAUSE OF EDUCATION WITHIN THE PUBLIC SCHOOL DISTRICTS EMPLOYING TEACHERS BY THE MEMBER ASSOCIATIONS. THIS INCLUDES NEGOTIATING MASTER AGREEMENTS BETWEEN THE TEACHERS AND MENIFEE UNION SCHOOL DISTRICT, MEETINGS OF REPRESENTATIVE COUNCIL AND TRAINING REPRESENTATIVES ON RESPONSIBILITIES AND ACTIONS. | $0 | $126,606 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HEATHER TORTORETI | President | - | $6,000 | - | $6,000 |
| WILLIAM FISHBURN | Treasurer | - | $2,875 | - | $2,875 |
| JIM GAMMILL | VP Operations - Outgoing | - | $2,800 | - | $2,800 |
| RONNAE FORSYTHE | Secretary - Outgoing | - | $2,800 | - | $2,800 |
| LEE EDDY | VP Operations - Incoming | - | $2,500 | - | $2,500 |
| PAOLA LINDQUIST | First Vice President | - | $1,250 | - | $1,250 |
| MISTY MCBEE | Secretary - Incoming | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- California Teachers Association
- EIN
- 33-0071053
- Phone
- 9513018112
- Address
- 29697 NEW HUB DRIVE STE E, MENIFEE, CA 92584
Signing Officer
- Name
- William Fishburn
- Title
- Treasurer
- Phone
- 9513018112
- Signed
- 2025-02-09
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Christenson & Associates Llp
- Address
- 5005 LA MART DRIVE SUITE 100A, RIVERSIDE, CA 92507
- Preparer
- Julie Hartwigsen
- Phone
- 9517849552
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 6.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: office expense. Amount: 9,471. Description: insurance. Amount: 550. Description: stipends. Amount: 29,120. Description: negotiations. Amount: 1,163. Description: meeting expense. Amount: 4,981. Description: repairs and maintenance. Amount: 14,406. Description: other expenses. Amount: 1,608. Description: activities/programs. Amount: 7,845. Description: conference/training. Amount: 38,775. Description: mileage. Amount: 1,351. Description: release days. Amount: 1,377. Description: retirement. Amount: 224. Total to form 990-ez, line 16: 110,871.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: deposits. Beg. Of year amount: 1,348. End of year amount: 1,348. Description: prepaid expenses. Beg. Of year amount: 2,000. End of year amount: 2,000.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable and accrued expenses. Beg. Of year amount: 850. End of year amount: 3,474.”
Raw XML Appendix140 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | WILLIAM FISHBURN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9513018112 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 29697 NEW HUB DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MENIFEE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92584 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 99379 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 110555 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 8552 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3535 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 102727 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 113903 |
| IRS990EZ/GrossReceiptsAmt | 0 | 164216 |
| IRS990EZ/GroupExemptionNum | 0 | 4003 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 6 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 164210 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 101877 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 110429 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 101877 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 110429 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 24208 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 6000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 2500 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 2875 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 2800 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 2800 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 1250 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | HEATHER TORTORETI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | LEE EDDY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | WILLIAM FISHBURN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JIM GAMMILL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | RONNAE FORSYTHE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | PAOLA LINDQUIST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | MISTY MCBEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VP OPERATIONS - INCOMING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP OPERATIONS - OUTGOING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SECRETARY - OUTGOING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | FIRST VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | SECRETARY - INCOMING |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 3348 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 3348 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 110871 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE ADVANCEMENT OF EDUCATION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROMOTE ADVANCEMENT OF EDUCATION AND TO FURNISH A PRACTICAL BASIS FOR THE UNITED ACTION DEVOTED TO THE CAUSE OF EDUCATION WITHIN THE PUBLIC SCHOOL DISTRICTS EMPLOYING TEACHERS BY THE MEMBER ASSOCIATIONS. THIS INCLUDES NEGOTIATING MASTER AGREEMENTS BETWEEN THE TEACHERS AND MENIFEE UNION SCHOOL DISTRICT, MEETINGS OF REPRESENTATIVE COUNCIL AND TRAINING REPRESENTATIVES ON RESPONSIBILITIES AND ACTIONS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 126606 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 17050 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 850 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 3474 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 155664 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 126606 |
| IRS990EZ/TotalRevenueAmt | 0 | 164216 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTP://WWW.MENIFEETEACHERS.ORG/ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 6. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: OFFICE EXPENSE. AMOUNT: 9,471. DESCRIPTION: INSURANCE. AMOUNT: 550. DESCRIPTION: STIPENDS. AMOUNT: 29,120. DESCRIPTION: NEGOTIATIONS. AMOUNT: 1,163. DESCRIPTION: MEETING EXPENSE. AMOUNT: 4,981. DESCRIPTION: REPAIRS AND MAINTENANCE. AMOUNT: 14,406. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,608. DESCRIPTION: ACTIVITIES/PROGRAMS. AMOUNT: 7,845. DESCRIPTION: CONFERENCE/TRAINING. AMOUNT: 38,775. DESCRIPTION: MILEAGE. AMOUNT: 1,351. DESCRIPTION: RELEASE DAYS. AMOUNT: 1,377. DESCRIPTION: RETIREMENT. AMOUNT: 224. TOTAL TO FORM 990-EZ, LINE 16: 110,871. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 1,348. END OF YEAR AMOUNT: 1,348. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,000. END OF YEAR AMOUNT: 2,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 850. END OF YEAR AMOUNT: 3,474. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | WILLIAM FISHBURN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9513018112 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-02-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CALIFORNIA TEACHERS ASSOCIATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | MENIFEE TEACHERS ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CALI |
| ReturnHeader/Filer/EIN | 0 | 330071053 |
| ReturnHeader/Filer/PhoneNum | 0 | 9513018112 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 29697 NEW HUB DRIVE STE E |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MENIFEE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92584 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 330770910 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CHRISTENSON & ASSOCIATES LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5005 LA MART DRIVE SUITE 100A |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | RIVERSIDE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92507 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9517849552 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-02-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JULIE HARTWIGSEN |
| ReturnHeader/ReturnTs | 0 | 2025-02-18T13:21:12-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-08-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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