Civic Intelligence

California Teachers Association

EIN 68-0281628 • 501(c)5 • Shasta Lake, CA

Profile

Labor Organization

4620 Vallecito StShasta Lake, CA 96019
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)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

59th percentile

7.7%

Higher net margin than 59% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

66th percentile

$3,300

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

52nd percentile

2.9%

Faster revenue growth than 52% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$58,693

Up $1,425 (+2.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$58,693

Up $1,425 (+2.5%) from 2021

Operations
Liabilities / Revenue60th percentileNet Margin59th percentile

Revenue

Up

$18,547

Up $519 (+2.9%) from 2021

Expenses

Up

$17,122

Up $1,025 (+6.4%) from 2021

Net Income

Down

$1,425

Down $506 (-26%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$60K$40K$20K$0Assets 2011: $37,139Liabilities 2011: $02011Assets 2012: $42,136Liabilities 2012: $02012Assets 2013: $38,329Liabilities 2013: $02013Assets 2014: $39,782Liabilities 2014: $02014Assets 2015: $42,733Liabilities 2015: $02015Assets 2016: $45,759Liabilities 2016: $02016Assets 2017: $50,448Liabilities 2017: $02017Assets 2018: $54,081Liabilities 2018: $02018Assets 2019: $52,805Liabilities 2019: $02019Assets 2020: $55,336Liabilities 2020: $02020Assets 2021: $57,268Liabilities 2021: $0Net Assets 2021: $57,2682021Assets 2022: $58,693Liabilities 2022: $0Net Assets 2022: $58,6932022

Highlighted filing

2022

Assets$58,693
Liabilities$0
Net Assets$58,693
Open 2022 Filing

Operations Trend

Revenue Growth52nd percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $25,020Expenses 2011: $25,251Net Income 2011: -$2312011Revenue 2012: $24,412Expenses 2012: $21,778Net Income 2012: $2,6342012Revenue 2013: $24,081Expenses 2013: $26,221Net Income 2013: -$2,1402013Revenue 2014: $22,770Expenses 2014: $20,817Net Income 2014: $1,9532014Revenue 2015: $22,805Expenses 2015: $19,854Net Income 2015: $2,9512015Revenue 2016: $23,049Expenses 2016: $20,354Net Income 2016: $2,6952016Revenue 2017: $24,421Expenses 2017: $19,732Net Income 2017: $4,6892017Revenue 2018: $24,432Expenses 2018: $20,799Net Income 2018: $3,6332018Revenue 2019: $22,945Expenses 2019: $24,222Net Income 2019: -$1,2772019Revenue 2020: $22,129Expenses 2020: $19,828Net Income 2020: $2,3012020Revenue 2021: $18,028Expenses 2021: $16,097Net Income 2021: $1,9312021Revenue 2022: $18,547Expenses 2022: $17,122Net Income 2022: $1,4252022

Highlighted filing

2022

Revenue$18,547
Expenses$17,122
Net Income$1,425
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,693
Liabilities
$0
Net assets
$58,693
Revenue
$18,547
Expenses
$17,122
Net income
$1,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$58.7$0.00$58.7$18.5$17.1$1.43
2021Detailed filing. Detailed filing data is available for this year.$57.3$0.00$57.3$18.0$16.1$1.93
2020Summary only. Only limited summary data is available for this year.$55.3$0.00$22.1$19.8$2.30
2019Summary only. Only limited summary data is available for this year.$52.8$0.00$22.9$24.2$1.28
2018Summary only. Only limited summary data is available for this year.$54.1$0.00$24.4$20.8$3.63
2017Summary only. Only limited summary data is available for this year.$50.4$0.00$24.4$19.7$4.69
2016Summary only. Only limited summary data is available for this year.$45.8$0.00$23.0$20.4$2.70
2015Summary only. Only limited summary data is available for this year.$42.7$0.00$22.8$19.9$2.95
2014Summary only. Only limited summary data is available for this year.$39.8$0.00$22.8$20.8$1.95
2013Summary only. Only limited summary data is available for this year.$38.3$0.00$24.1$26.2$2.14
2012Summary only. Only limited summary data is available for this year.$42.1$0.00$24.4$21.8$2.63
2011Summary only. Only limited summary data is available for this year.$37.1$0.00$25.0$25.3$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 15, 2023
Return Version
2021v4.0
Gross Receipts
$18,547
Mission and Program Overview

Mission

Labor Organization

Program Services

DescriptionGrantsExpenses
The organization represents approximately 105 teachers, counselors, and psychologists in negotiations and grievances.--
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie NagyPresident And NegotiatorPT$3,350-$3,350
Elizabeth EllisSecretary And Grievance ChairPT$2,100-$2,100
Stacy BakerTreasurer-$1,500-$1,500
Tamara LindblomSite Rep And Lead Negotiator-$1,400-$1,400
Michelle Demo-DavisVice President-$1,000-$1,000
Jamie TracySite Rep-$599-$599
Ken DotsonSite Rep-$400-$400
Pauline BrodmerkleSite Rep-$400-$400
Kathy SeigleSite Rep-$400-$400
Lynn FredricksonSite Rep-$400-$400
Maggi BoucherSite Rep-$400-$400
Maegan MoserSite Rep-$400-$400
Stacy OliverSite Rep-$400-$400
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
California Teachers Association
EIN
68-0281628
Phone
5302757020
Address
4620 Vallecito St, Shasta Lake, CA 96019

Signing Officer

Name
Stacy Baker
Title
Treasurer
Phone
2096481452
Signed
2023-01-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Conference and workshops;719|Office Expenses;52|Social and retirement;2802^Total;3573^”

Raw XML Appendix180 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/CityNm0Shasta Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096019
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10400
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Julie Nagy
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ken Dotson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tamara Lindblom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Pauline Brodmerkle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jamie Tracy
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Stacy Oliver
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President and negotiator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary and grievance chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Site Rep
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Site Rep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Site Rep
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ReturnHeader/BusinessOfficerGrp/PersonNm0Stacy Baker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02096481452
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Gateway Teachers Association
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0680281628
ReturnHeader/Filer/PhoneNum05302757020
ReturnHeader/Filer/USAddress/AddressLine1Txt04620 Vallecito St
ReturnHeader/Filer/USAddress/CityNm0Shasta Lake
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096019
ReturnHeader/ReturnTs02023-01-15T17:08:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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