Civic Intelligence

California Teachers Association

EIN 68-0000480 • 501(c)5 • Penryn, CA

Profile

The representation of teachers

2890 Buckeye DrivePenryn, CA 95663
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2025

Net Margin

33rd percentile

-3.9%

Higher net margin than 33% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2025

Asset Growth

41st percentile

-1.4%

Faster asset growth than 41% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

7.4%

Faster revenue growth than 66% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$231,466

Down $3,241 (-1.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$231,466

Down $3,241 (-1.4%) from 2024

Operations
Liabilities / Revenue60th percentileNet Margin33rd percentile

Revenue

Up

$83,282

Up $5,772 (+7.4%) from 2024

Expenses

Up

$86,523

Up $6,997 (+8.8%) from 2024

Net Income

Down

-$3,241

Down $1,225 (-61%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0Assets 2010: $61,532Net Assets 2010: $61,5322010Assets 2011: $55,927Liabilities 2011: $02011Assets 2012: $59,389Liabilities 2012: $02012Assets 2013: $57,723Liabilities 2013: $02013Assets 2014: $63,857Liabilities 2014: $02014Assets 2015: $63,932Liabilities 2015: $02015Assets 2016: $107,789Liabilities 2016: $02016Assets 2017: $137,354Liabilities 2017: $02017Assets 2018: $173,629Liabilities 2018: $02018Assets 2019: $198,893Liabilities 2019: $02019Assets 2020: $219,490Liabilities 2020: $02020Assets 2021: $245,533Liabilities 2021: $0Net Assets 2021: $245,5332021Assets 2022: $241,317Liabilities 2022: $0Net Assets 2022: $241,3172022Assets 2023: $236,723Liabilities 2023: $0Net Assets 2023: $236,7232023Assets 2024: $234,707Liabilities 2024: $0Net Assets 2024: $234,7072024Assets 2025: $231,466Liabilities 2025: $0Net Assets 2025: $231,4662025

Highlighted filing

2025

Assets$231,466
Liabilities$0
Net Assets$231,466
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$100K$50K$0-$50KRevenue 2010: $52,394Expenses 2010: $40,387Net Income 2010: $12,0072010Revenue 2011: $53,022Expenses 2011: $56,745Net Income 2011: -$3,7232011Revenue 2012: $54,976Expenses 2012: $51,514Net Income 2012: $3,4622012Revenue 2013: $52,442Expenses 2013: $54,108Net Income 2013: -$1,6662013Revenue 2014: $54,510Expenses 2014: $48,376Net Income 2014: $6,1342014Revenue 2015: $59,889Expenses 2015: $59,814Net Income 2015: $752015Revenue 2016: $90,661Expenses 2016: $46,804Net Income 2016: $43,8572016Revenue 2017: $85,782Expenses 2017: $56,217Net Income 2017: $29,5652017Revenue 2018: $83,310Expenses 2018: $47,035Net Income 2018: $36,2752018Revenue 2019: $82,774Expenses 2019: $57,510Net Income 2019: $25,2642019Revenue 2020: $88,773Expenses 2020: $68,176Net Income 2020: $20,5972020Revenue 2021: $78,065Expenses 2021: $52,022Net Income 2021: $26,0432021Revenue 2022: $73,887Expenses 2022: $78,103Net Income 2022: -$4,2162022Revenue 2023: $74,193Expenses 2023: $78,787Net Income 2023: -$4,5942023Revenue 2024: $77,510Expenses 2024: $79,526Net Income 2024: -$2,0162024Revenue 2025: $83,282Expenses 2025: $86,523Net Income 2025: -$3,2412025

Highlighted filing

2025

Revenue$83,282
Expenses$86,523
Net Income-$3,241
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$231,466
Liabilities
$0
Net assets
$231,466
Revenue
$83,282
Expenses
$86,523
Net income
-$3,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.83$0.87$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.78$0.80$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.74$0.79$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.74$0.78$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.78$0.52$0.26
2020Summary only. Only limited summary data is available for this year.$2.19$0.00$0.89$0.68$0.21
2019Summary only. Only limited summary data is available for this year.$1.99$0.00$0.83$0.58$0.25
2018Summary only. Only limited summary data is available for this year.$1.74$0.00$0.83$0.47$0.36
2017Summary only. Only limited summary data is available for this year.$1.37$0.00$0.86$0.56$0.30
2016Summary only. Only limited summary data is available for this year.$1.08$0.00$0.91$0.47$0.44
2015Summary only. Only limited summary data is available for this year.$0.64$0.00$0.60$0.60$0.00
2014Summary only. Only limited summary data is available for this year.$0.64$0.00$0.55$0.48$0.06
2013Summary only. Only limited summary data is available for this year.$0.58$0.00$0.52$0.54$0.02
2012Summary only. Only limited summary data is available for this year.$0.59$0.00$0.55$0.52$0.03
2011Summary only. Only limited summary data is available for this year.$0.56$0.00$0.53$0.57$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.62$0.52$0.40$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 17, 2025
Return Version
2024v5.2
Gross Receipts
$83,282
Mission and Program Overview

Mission

The representation of teachers

The representation of teachers.

Program Services

DescriptionGrantsExpenses
SEEK TO BE THE EXCLUSIVE REPRESENTATIVE OF BARGAINING UNITS AND FORM A RESPRESENTATIVE BODY TO DEVELOP A CONSENSUS ON PROFESSIONAL MATTERS AND TO SPEAK WITH AUTHORITY FOR TEACHERS.-$0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA PALLARITreasurerPT$0--
KIM LASSILADirectorPT$0--
BROOK HAYDUDirectorPT$0--
JULIE FERGUSONCo-Presidentvp1PT$0--
ACSA WELKERMembershipPT$0--
WENDY FREDERIKSENCopresidentvp1PT$0--
CHRIS SESSANODirectorPT$0--
DEBORAH MAHONEY-MERRITTCorrespondence SecretaryPT$0--
BELINDA RICHARDSRecording SecretaryPT$0--
LYNDSIE BOGOVICHStudent Services LiaisonPT$0--
KRISTIN DENNEYDirectorPT$0--
MEGAN RODRIGUEZ2nd VP - PacPT$0--
LAUREN HAYDENDirectorPT$0--
Political and Lobbying Activity

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$6,872
Filing and Contact Details

Filer

Filer Name
California Teachers Association
EIN
68-0000480
In Care Of
% LISA PALLARI
Phone
9166630174
Address
2890 BUCKEYE DRIVE, PENRYN, CA 95663

Signing Officer

Name
Lisa Pallari
Title
Treasurer
Phone
9167593929
Signed
2025-12-17
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 AmountPAC CONTRIBUTIONS 5,178OTHER INCOME AND REIMBURSEMENTS 845”

Description of other expenses Part I line 16

“Description AmountAUDITING AND ACCOUNTING 3,657OFFICER STIPENDS 33,825PAC EXPENSE 6,872RETIREE GIFTS AND AWARDS 1,867EXEC/CNCL BOARD REFRESHMENTS 909DONATIONS 3,600NEGOTIATION EXPENSE/STIPENDS 12,846OFFICE SUPPLIES AND EXPENSE 1,174TEACHER RELATIONS 1,850SCHOLARSHIPS 9,000SCHOOL REP STIPENDS 5,593LEADERSHIPS CONFERENCES 2,030OFFICER RELEASE & REIMBURSEMENTS 2,521READ ACROSS AMERICA 323MEMBER APPRECIATION/SUNSHINE 456”

Raw XML Appendix166 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/MembershipDuesAmt076680
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0234707
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt120
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12LAUREN HAYDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COPRESIDENTVP1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CORRESPONDENCE SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9STUDENT SERVICES LIAISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt112ND VP - PAC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt086523
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEEK TO BE THE EXCLUSIVE REPRESENTATIVE OF BARGAINING UNITS AND FORM A RESPRESENTATIVE BODY TO DEVELOP A CONSENSUS ON PROFESSIONAL MATTERS AND TO SPEAK WITH AUTHORITY FOR TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086523
IRS990EZ/TotalRevenueAmt083282
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleC/PoliticalExpendituresAmt06872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPAC CONTRIBUTIONS 5,178OTHER INCOME AND REIMBURSEMENTS 845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAUDITING AND ACCOUNTING 3,657OFFICER STIPENDS 33,825PAC EXPENSE 6,872RETIREE GIFTS AND AWARDS 1,867EXEC/CNCL BOARD REFRESHMENTS 909DONATIONS 3,600NEGOTIATION EXPENSE/STIPENDS 12,846OFFICE SUPPLIES AND EXPENSE 1,174TEACHER RELATIONS 1,850SCHOLARSHIPS 9,000SCHOOL REP STIPENDS 5,593LEADERSHIPS CONFERENCES 2,030OFFICER RELEASE & REIMBURSEMENTS 2,521READ ACROSS AMERICA 323MEMBER APPRECIATION/SUNSHINE 456
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/PersonNm0LISA PALLARI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09167593929
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0680000480
ReturnHeader/Filer/InCareOfNm0% LISA PALLARI
ReturnHeader/Filer/PhoneNum09166630174
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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/PreparationDt02025-12-23
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ReturnHeader/ReturnTs02025-12-23T14:33:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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