Civic Intelligence

California Retired Teachers Association

EIN 68-0562837 • 501(c)3 • Sacramento, CA

Profile

To provide a continuing statewide scholarship fund for students of california public universities enrolled in teacher preparation programs.

1750 Howe Avenue Suite 630Sacramento, CA 95825

www.calrta.org

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.05x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

80th percentile

30%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.8%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

35%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,007,829

Up $243,306 (+8.8%) from 2023

Liabilities

Up

$10,125

Up $3,492 (+53%) from 2023

Net Assets

Up

$2,997,704

Up $239,814 (+8.7%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin80th percentile

Revenue

Up

$211,459

Up $54,471 (+35%) from 2023

Expenses

Up

$147,641

Up $12,813 (+9.5%) from 2023

Net Income

Up

$63,818

Up $41,658 (+188%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,640,863Liabilities 2010: $47,000Net Assets 2010: $1,593,8632010Assets 2011: $2,060,682Liabilities 2011: $67,605Net Assets 2011: $1,993,0772011Assets 2012: $2,158,950Liabilities 2012: $54,180Net Assets 2012: $2,104,7702012Assets 2013: $2,446,473Liabilities 2013: $10,944Net Assets 2013: $2,435,5292013Assets 2014: $2,648,378Liabilities 2014: $1,768Net Assets 2014: $2,646,6102014Assets 2015: $2,530,920Liabilities 2015: $9,941Net Assets 2015: $2,520,9792015Assets 2016: $2,426,816Liabilities 2016: $1,962Net Assets 2016: $2,424,8542016Assets 2017: $2,522,208Liabilities 2017: $0Net Assets 2017: $2,522,2082017Assets 2018: $2,530,881Liabilities 2018: $6,000Net Assets 2018: $2,524,8812018Assets 2019: $2,588,465Liabilities 2019: $2,816Net Assets 2019: $2,585,6492019Assets 2020: $2,588,726Liabilities 2020: $7,386Net Assets 2020: $2,581,3402020Assets 2021: $3,091,816Liabilities 2021: $16,326Net Assets 2021: $3,075,4902021Assets 2022: $2,618,865Liabilities 2022: $3,244Net Assets 2022: $2,615,6212022Assets 2023: $2,764,523Liabilities 2023: $6,633Net Assets 2023: $2,757,8902023Assets 2024: $3,007,829Liabilities 2024: $10,125Net Assets 2024: $2,997,7042024

Highlighted filing

2024

Assets$3,007,829
Liabilities$10,125
Net Assets$2,997,704
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $68,2082010Expenses 2011: $67,2302011Expenses 2012: $60,7572012Revenue 2013: $247,196Expenses 2013: $75,684Net Income 2013: $171,5122013Revenue 2014: $104,176Expenses 2014: $108,560Net Income 2014: -$4,3842014Revenue 2015: $119,785Expenses 2015: $136,105Net Income 2015: -$16,3202015Revenue 2016: $117,482Expenses 2016: $161,491Net Income 2016: -$44,0092016Revenue 2017: $146,191Expenses 2017: $122,294Net Income 2017: $23,8972017Revenue 2018: $107,023Expenses 2018: $114,346Net Income 2018: -$7,3232018Revenue 2019: $113,832Expenses 2019: $80,218Net Income 2019: $33,6142019Revenue 2020: $24,884Expenses 2020: $109,898Net Income 2020: -$85,0142020Revenue 2021: $173,308Expenses 2021: $121,391Net Income 2021: $51,9172021Revenue 2022: $164,853Expenses 2022: $122,437Net Income 2022: $42,4162022Revenue 2023: $156,988Expenses 2023: $134,828Net Income 2023: $22,1602023Revenue 2024: $211,459Expenses 2024: $147,641Net Income 2024: $63,8182024

Highlighted filing

2024

Revenue$211,459
Expenses$147,641
Net Income$63,818
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,007,829
Liabilities
$10,125
Net assets
$2,997,704
Revenue
$211,459
Expenses
$147,641
Net income
$63,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.01$3.00$0.21$0.15$0.06
2023Summary only. Only limited summary data is available for this year.$2.76$0.01$2.76$0.16$0.13$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.16$0.12$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.02$3.08$0.17$0.12$0.05
2020Summary only. Only limited summary data is available for this year.$2.59$0.01$2.58$0.02$0.11$0.09
2019Summary only. Only limited summary data is available for this year.$2.59$0.00$2.59$0.11$0.08$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.01$2.52$0.11$0.11$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.15$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.42$0.12$0.16$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.01$2.52$0.12$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.10$0.11$0.00
2013Summary only. Only limited summary data is available for this year.$2.45$0.01$2.44$0.25$0.08$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.05$2.10$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.07$1.99$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.05$1.59$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 5, 2025
Return Version
2023v6.0
Gross Receipts
$211,459
Mission and Program Overview

Mission

To provide a continuing statewide scholarship fund for students of california public universities enrolled in teacher preparation programs.

To provide scholarships to education students studying in the California State University and University of California systems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,720,488$2,946,186▲ $225,698
Cash and Non-Interest-Bearing Accounts$44,035$61,643▲ $17,608
Total Assets$2,764,523$3,007,829▲ $243,306
Liabilities
Accounts Payable and Accrued Expenses$6,633$10,125▲ $3,492
Total Liabilities$6,633$10,125▲ $3,492
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,757,890$2,997,704▲ $239,814
Total Net Assets Fund Balance$2,757,890$2,997,704▲ $239,814
Total Liabilities and Net Assets / Fund Balance$2,764,523$3,007,829▲ $243,306
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Mark AllenPresident
G LightVice President
Angelique HillMember
Becky CarrollMember
C HenleyMember
Diatra StearnMember
C KalamarasSecretary
Peter PaolinoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$125
Program Service Revenue
$0
Investment Income
$211,334
Other Revenue
$0
All Other Contributions
$125
Change in Net Assets
$63,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$113,210
Other Expenses$34,431
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$113,210--$113,210
Fees for Service Investment Mgmnt Fees-$27,751-$27,751
Fees for Services Accounting-$4,773-$4,773
Insurance$995--$995
Advertising$323--$323
Office Expenses$150$75-$225
Fees for Services Other$220--$220
Conferences and Meetings$144--$144
Total Functional Expenses$115,042$32,599$0$147,641
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990 Part VI Section A Line 7B

“All bylaw amendments must be ratified by the CalRTA board of directors before they are adopted.”

Form 990 Part VI Section B Line 11B

“A copy of the 990 will be provided to all board members for review prior to submitting to the IRS.”

Form 990 Part VI Section B Line 12C

“Any potential conflict of interests are to be disclosed to the board of directors and made a matter of record. The conflict of interest policy is considered by the Executive”

Form 990 Part VI Section B Line 12C continued

“Committe for any new prospective board member. There is also a verbal review done each year.”

Filing and Contact Details

Filer

Filer Name
California Retired Teachers As
EIN
68-0562837
Address
1750 Howe Avenue Suite 630, Sacramento, CA 95825

Signing Officer

Name
Angelique Hill
Title
Member
Phone
9169232200
Signed
2025-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angelique Hill
Formed
2003
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Parsfin Inc
Address
1296 E GIBSON RD STE A 230, WOODLAND, CA 95776
Preparer
Brad Parsons
Phone
5309332723
Supplemental Narrative

Additional Explanations

Form 990 Section VI Section A Line 6

“The Foundation has no members; however, every member of CalRTA (California Retired Teachers Association) is automtatically designated as "member" of the Foundation, without the right to vote or receive membership benefits.”

Raw XML Appendix391 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0120439
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt089423
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0106066
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0629001
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.01110
IRS990ScheduleA/PublicSupportPY170Pct00.01330
IRS990ScheduleA/PublicSupportTotal170Amt07055
IRS990ScheduleA/SupportSumAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01590
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03078
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0832
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07055
IRS990ScheduleA/TotalSupportAmt0636056
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0113210
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt033
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Recipients of the scholarship awards are chosen by the university. The Foundation provides a list of qualifications to be incorporated into the ordinary selection process. The university administrators and the receipient sign the data
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1sheet agreeing that should the student withdraw from the credentialing program, the remaining scholarship funds will be returned to the Foundation.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part 1 Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Part 1 Line 2 continuation
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Foundation has no members; however, every member of CalRTA (California Retired Teachers Association) is automtatically designated as "member" of the Foundation, without the right to vote or receive membership benefits.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All bylaw amendments must be ratified by the CalRTA board of directors before they are adopted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A copy of the 990 will be provided to all board members for review prior to submitting to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Any potential conflict of interests are to be disclosed to the board of directors and made a matter of record. The conflict of interest policy is considered by the Executive
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Committe for any new prospective board member. There is also a verbal review done each year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 Section VI Section A Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 Part VI Section A Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 Part VI Section B Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 Part VI Section B Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 Part VI Section B Line 12c continued
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0No
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CA Retired Teachers Ass
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946093648
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Advocate
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01750 Howe Ave Ste 630
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095825
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02764523
IRS990/TotalAssetsEOYAmt03007829
IRS990/TotalAssetsGrp/BOYAmt02764523
IRS990/TotalAssetsGrp/EOYAmt03007829
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0125
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032599
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0115042
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147641
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06633
IRS990/TotalLiabilitiesEOYAmt010125
IRS990/TotalLiabilitiesGrp/BOYAmt06633
IRS990/TotalLiabilitiesGrp/EOYAmt010125
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02757890
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02997704
IRS990/TotalProgramServiceExpensesAmt0115042
IRS990/TotalRevenueGrp/ExclusionAmt0211334
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0211459
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02764523
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03007829
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01750 Howe Avenue
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095825
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Angelique Hill
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Member
ReturnHeader/BusinessOfficerGrp/PhoneNum09169232200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0California Retired Teachers As
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Laura E Settle Scholarship
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0680562837
ReturnHeader/Filer/USAddress/AddressLine1Txt01750 Howe Avenue Suite 630
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095825
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202158331
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARSFIN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01296 E GIBSON RD STE A 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095776
ReturnHeader/PreparerPersonGrp/PhoneNum05309332723
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD PARSONS
ReturnHeader/ReturnTs02025-05-09T12:29:34-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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