Civic Intelligence

Tulare County Retired Employees Association

EIN 77-0170596 • 501(c)4 • Visalia, CA

Profile

Tulare County retiree social well-being and educational organization.

PO Box 6981Visalia, CA 93290-6981
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)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

60th percentile

7.2%

Higher net margin than 60% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

9.6%

Faster asset growth than 72% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

21%

Faster revenue growth than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$97,928

Up $8,592 (+9.6%) from 2023

Liabilities

Down

$0

Down $689 (-100%) from 2023

Net Assets

Up

$97,928

Up $9,281 (+10%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin60th percentile

Revenue

Up

$61,644

Up $10,785 (+21%) from 2023

Expenses

Up

$57,229

Up $10,248 (+22%) from 2023

Net Income

Up

$4,415

Up $537 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$100K$50K$0Assets 2021: $80,992Liabilities 2021: $02021Assets 2022: $85,458Net Assets 2022: $85,4582022Assets 2023: $89,336Liabilities 2023: $689Net Assets 2023: $88,6472023Assets 2024: $97,928Liabilities 2024: $0Net Assets 2024: $97,9282024

Highlighted filing

2024

Assets$97,928
Liabilities$0
Net Assets$97,928
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$80K$60K$40K$20K$0Revenue 2021: $52,648Expenses 2021: $38,419Net Income 2021: $14,2292021Revenue 2022: $54,347Expenses 2022: $49,881Net Income 2022: $4,4662022Revenue 2023: $50,859Expenses 2023: $46,981Net Income 2023: $3,8782023Revenue 2024: $61,644Expenses 2024: $57,229Net Income 2024: $4,4152024

Highlighted filing

2024

Revenue$61,644
Expenses$57,229
Net Income$4,415
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,928
Liabilities
$0
Net assets
$97,928
Revenue
$61,644
Expenses
$57,229
Net income
$4,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$97.9$0.00$97.9$61.6$57.2$4.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.3$0.69$88.6$50.9$47.0$3.88
2022Detailed filing. Detailed filing data is available for this year.$85.5$85.5$54.3$49.9$4.47
2021Summary only. Only limited summary data is available for this year.$81.0$0.00$52.6$38.4$14.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$61,644
Mission and Program Overview

Mission

Tulare County retiree social well-being and educational organization.

Program Services

DescriptionGrantsExpenses
Special Event Day trips for retirees to tour the Gene Autry Museum in Los Angeles CA and a day trip to Solvang CA & Chumash Casino in Santa Ynez. A 3 night trip for Retirees to Laughlin NV in October 2024 was also taken.$0$17,932
During the year of 2024 we held 5 retiree luncheons. The luncheons consist of educational presentations allowing members to learn and discuss matters that affect retire County employees.$0$6,995
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin MiznerPresident-$0--
Mike Barnhart1st Vice President-$0--
Elva Strawn2nd Vice President-$0--
Peggy GilreathSecretary-$0--
Terrie SaenzTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Tulare County Retired Employees Association
EIN
77-0170596
In Care Of
% Terrie Saenz
Address
PO BOX 6981, VISALIA, CA 93290-6981

Signing Officer

Name
Terrie Saenz
Title
Treasurer
Signed
2025-05-14
Supplemental Narrative

Additional Explanations

Part I, line 8

“| Other Revenues:, Amount:| Luncheon Receipts from 5 Luncheons, $7880| Affiliate Dues, $750| Income from Synergy Chiropractic, $535| Deposit Funds Withdrawn from TCERA from 12 16 2024, $110| Special Events - Bus Trips, $14996|”

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Scholarships Awarded to 4 High School Students Related to Members of the Tulare County Retired Employees Association., $4205|”

Part I, line 16

“| Other Expenses:, Amount:| Dues Paid to State Retiree Association, $1397| Liability Insurance, $798| Cost of Retiree Luncheons, $17586| Office Supplies, $181| Email Services and Website Costs, $780| Special Events for Retirees - Bus Trips, $17932| Post Office Box Rental, $176| Tax Software Fees for Annual Tax Returns, $168| State Retiree Conferences, $3280| Bank Fees - Square Up, $135|”

Part I, line 20

“| Explanation:, Amount:| True Up Bus Trips Profit & Loss, $4866|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| Short Term Payable, $689, $0|”

Raw XML Appendix123 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Terrie Saenz
IRS990EZ/BooksInCareOfDetail/PhoneNum05599721734
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01750 S Casablanca St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VISALIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093292
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089336
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097928
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04415
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089336
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097928
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04205
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt061644
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt02983
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034390
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt088647
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097928
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt088647
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097928
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kevin Mizner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mike Barnhart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Elva Strawn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Peggy Gilreath
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Terrie Saenz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt04866
IRS990EZ/OtherExpensesTotalAmt042433
IRS990EZ/OtherRevenueTotalAmt024271
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Tulare County retiree social well-being and educational organization.
IRS990EZ/PrintingPublicationsPostageAmt010591
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0During the year of 2024 we held 5 retiree luncheons. The luncheons consist of educational presentations allowing members to learn and discuss matters that affect retire County employees.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Special Event Day trips for retirees to tour the Gene Autry Museum in Los Angeles CA and a day trip to Solvang CA & Chumash Casino in Santa Ynez. A 3 night trip for Retirees to Laughlin NV in October 2024 was also taken.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06995
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117932
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0689
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057229
IRS990EZ/TotalProgramServiceExpensesAmt024927
IRS990EZ/TotalRevenueAmt061644
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| Luncheon Receipts from 5 Luncheons, $7880| Affiliate Dues, $750| Income from Synergy Chiropractic, $535| Deposit Funds Withdrawn from TCERA from 12 16 2024, $110| Special Events - Bus Trips, $14996|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Grants And Similar Amounts Paid:, Amount:| Scholarships Awarded to 4 High School Students Related to Members of the Tulare County Retired Employees Association., $4205|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| Dues Paid to State Retiree Association, $1397| Liability Insurance, $798| Cost of Retiree Luncheons, $17586| Office Supplies, $181| Email Services and Website Costs, $780| Special Events for Retirees - Bus Trips, $17932| Post Office Box Rental, $176| Tax Software Fees for Annual Tax Returns, $168| State Retiree Conferences, $3280| Bank Fees - Square Up, $135|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, Amount:| True Up Bus Trips Profit & Loss, $4866|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Explanation:, BOYAmount:, EOYAmount:| Short Term Payable, $689, $0|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part II, line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Terrie Saenz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TULARE COUNTY RETIRED EMPLOYEES ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0TULA
ReturnHeader/Filer/EIN0770170596
ReturnHeader/Filer/ForeignPhoneNum05599721734
ReturnHeader/Filer/InCareOfNm0% Terrie Saenz
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6981
ReturnHeader/Filer/USAddress/CityNm0VISALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0932906981
ReturnHeader/ReturnTs02025-05-13T19:45:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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