Civic Intelligence

California Retired Teachers

EIN 94-1547831 • 501(c)4 • Alameda, CA

Profile

Fellowship of retired california school teachers and promotion of education and educators in california

P O Box 1200Alameda, CA 94501

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

15th percentile

-40%

Higher net margin than 15% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

55th percentile

0.1%

Faster asset growth than 55% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

26th percentile

-25%

Faster revenue growth than 26% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$274,460

Up $380 (+0.1%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$274,460

Up $380 (+0.1%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$28,617

Down $9,761 (-25%) from 2024

Expenses

Down

$40,094

Down $442 (-1.1%) from 2024

Net Income

Down

-$11,477

Down $9,319 (-432%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$400K$300K$200K$100K$0Assets 2011: $277,565Liabilities 2011: $02011Assets 2012: $289,568Net Assets 2012: $289,5682012Assets 2013: $303,716Net Assets 2013: $303,7162013Assets 2014: $312,266Net Assets 2014: $312,2662014Assets 2015: $323,129Net Assets 2015: $323,1292015Assets 2016: $297,335Liabilities 2016: $02016Assets 2017: $279,259Liabilities 2017: $02017Assets 2018: $261,308Liabilities 2018: $02018Assets 2019: $255,784Liabilities 2019: $0Net Assets 2019: $255,7842019Assets 2020: $225,861Liabilities 2020: $02020Assets 2021: $272,232Liabilities 2021: $0Net Assets 2021: $272,2322021Assets 2022: $235,883Net Assets 2022: $235,8832022Assets 2023: $251,259Net Assets 2023: $251,2592023Assets 2024: $274,080Net Assets 2024: $274,0802024Assets 2025: $274,460Net Assets 2025: $274,4602025

Highlighted filing

2025

Assets$274,460
Liabilities-
Net Assets$274,460
Open 2025 Filing

Operations Trend

Revenue Growth26th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: -$37,732Expenses 2011: $17,413Net Income 2011: -$55,1452011Revenue 2012: $22,376Expenses 2012: $13,935Net Income 2012: $8,4412012Revenue 2013: $28,005Expenses 2013: $13,857Net Income 2013: $14,1482013Revenue 2014: $23,526Expenses 2014: $14,976Net Income 2014: $8,5502014Revenue 2015: $27,544Expenses 2015: $16,681Net Income 2015: $10,8632015Revenue 2016: $5,523Expenses 2016: $31,317Net Income 2016: -$25,7942016Revenue 2017: $993Expenses 2017: $19,069Net Income 2017: -$18,0762017Revenue 2018: $13,556Expenses 2018: $31,507Net Income 2018: -$17,9512018Revenue 2019: $20,968Expenses 2019: $26,492Net Income 2019: -$5,5242019Revenue 2020: -$5,817Expenses 2020: $19,891Net Income 2020: -$25,7082020Revenue 2021: $57,539Expenses 2021: $17,394Net Income 2021: $40,1452021Revenue 2022: $14,351Expenses 2022: $31,561Net Income 2022: -$17,2102022Revenue 2023: $21,699Expenses 2023: $36,161Net Income 2023: -$14,4622023Revenue 2024: $38,378Expenses 2024: $40,536Net Income 2024: -$2,1582024Revenue 2025: $28,617Expenses 2025: $40,094Net Income 2025: -$11,4772025

Highlighted filing

2025

Revenue$28,617
Expenses$40,094
Net Income-$11,477
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$274,460
Liabilities
-
Net assets
$274,460
Revenue
$28,617
Expenses
$40,094
Net income
-$11,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.74$2.74$0.29$0.40$0.11
2024Detailed filing. Detailed filing data is available for this year.$2.74$2.74$0.38$0.41$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.51$2.51$0.22$0.36$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.36$2.36$0.14$0.32$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.58$0.17$0.40
2020Summary only. Only limited summary data is available for this year.$2.26$0.00$0.06$0.20$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.21$0.26$0.06
2018Summary only. Only limited summary data is available for this year.$2.61$0.00$0.14$0.32$0.18
2017Summary only. Only limited summary data is available for this year.$2.79$0.00$0.01$0.19$0.18
2016Summary only. Only limited summary data is available for this year.$2.97$0.00$0.06$0.31$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.23$3.23$0.28$0.17$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.12$3.12$0.24$0.15$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$3.04$0.28$0.14$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$2.90$0.22$0.14$0.08
2011Summary only. Only limited summary data is available for this year.$2.78$0.00$0.38$0.17$0.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 8, 2025
Return Version
2024v5.0
Gross Receipts
$103,496
Mission and Program Overview

Mission

Fellowship of retired california school teachers and promotion of education and educators in california

Grants & scholarships to teachers

Program Services

DescriptionGrantsExpenses
FELLOWSHIP OF RETIRED CALIFORNIA SCHOOL TEACHERS AND PROMOTION OF EDUCATION AND EDUCATORS IN CALIFORNIA-$35,288
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA NUNLEYCo-PresidentPT$0--
CAROLYN RISINGCo-PresidentPT$0--
YOLANDA ANTHONYVice PresidePT$0--
MARIANNE WILLIAMS-FILIPPISecretaryPT$0--
JACK MATHIESONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
California Retired Teachers
EIN
94-1547831
Phone
5105223062
Address
P O BOX 1200, ALAMEDA, CA 94501

Signing Officer

Name
Jack Mathieson
Title
Treasurer
Phone
5105223062
Signed
2025-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Marjtax Incorporated
Address
3542 FRUITVALE- AVE PMB 227, OAKLAND, CA 94602
Preparer
Marjorie Williams-jones
Phone
5104826204
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses operational - office 723 bank charges 105 investment taxes 4 general meetings 2,063 lunch 11,048 officers expenses 658 community outreach 165 misc committees 6,612 conventions 1,123 total 22,501”

Form 990-ez, Part I, Line 20

“Unrealized gains on investments 11,857”

Raw XML Appendix112 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/PersonNm0JACK MATHIESON
IRS990EZ/BooksInCareOfDetail/PhoneNum05105223062
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 1200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0274080
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0274460
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08242
IRS990EZ/CostOrOtherBasisExpenseSaleAmt074879
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11477
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03974
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0274080
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0274460
IRS990EZ/GainOrLossFromSaleOfAssetsAmt011167
IRS990EZ/GrossReceiptsAmt0103496
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04729
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0274080
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0274460
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0274080
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0274460
IRS990EZ/OccupancyRentUtltsAndMaintAmt02542
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICIA NUNLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROLYN RISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2YOLANDA ANTHONY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIANNE WILLIAMS-FILIPPI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACK MATHIESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt011857
IRS990EZ/OtherExpensesTotalAmt022501
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GRANTS & SCHOLARSHIPS TO TEACHERS
IRS990EZ/PrintingPublicationsPostageAmt011077
IRS990EZ/ProgramServiceRevenueAmt04479
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FELLOWSHIP OF RETIRED CALIFORNIA SCHOOL TEACHERS AND PROMOTION OF EDUCATION AND EDUCATORS IN CALIFORNIA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035288
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt086046
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040094
IRS990EZ/TotalProgramServiceExpensesAmt035288
IRS990EZ/TotalRevenueAmt028617
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OPERATIONAL - OFFICE 723 BANK CHARGES 105 INVESTMENT TAXES 4 GENERAL MEETINGS 2,063 LUNCH 11,048 OFFICERS EXPENSES 658 COMMUNITY OUTREACH 165 MISC COMMITTEES 6,612 CONVENTIONS 1,123 TOTAL 22,501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAINS ON INVESTMENTS 11,857
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK MATHIESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05105223062
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA RETIRED TEACHERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION EAST BAY DIVISION 2 INC
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0941547831
ReturnHeader/Filer/PhoneNum05105223062
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1200
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454570537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARJTAX INCORPORATED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03542 FRUITVALE- AVE PMB 227
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094602
ReturnHeader/PreparerPersonGrp/PhoneNum05104826204
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE WILLIAMS-JONES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-08T17:57:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.