Civic Intelligence

California Teachers Association

990EZ • Fiscal year 2023 • EIN 94-1664241

Sep 01, 2022 to Aug 31, 2023 • Filed on Feb 09, 2024

316 Webster StreetWest Sacramento, CA 95691

(916) 284-3275

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.04x

Higher debt load relative to assets than 82% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.08x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

93rd percentile

38%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

88th percentile

25%

Faster asset growth than 88% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

40%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$215,750

Up $42,858 (+25%) from 2022

Net Assets

Up

$206,168

Up $43,446 (+27%) from 2022

Liabilities

Down

$9,582

Down $588 (-5.8%) from 2022

Revenue

Up

$114,967

Up $33,115 (+40%) from 2022

Expenses

Up

$71,521

Up $17,186 (+32%) from 2022

Net Income

Up

$43,446

Up $15,929 (+58%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $109,278Liabilities 2011: $02011Assets 2012: $118,040Liabilities 2012: $02012Assets 2013: $109,753Liabilities 2013: $02013Assets 2014: $125,616Liabilities 2014: $02014Assets 2015: $120,582Liabilities 2015: $02015Assets 2016: $84,818Liabilities 2016: $02016Assets 2017: $108,908Liabilities 2017: $02017Assets 2018: $96,135Liabilities 2018: $02018Assets 2019: $131,554Liabilities 2019: $32,1352019Assets 2020: $122,429Liabilities 2020: $7,6932020Assets 2021: $149,417Liabilities 2021: $14,212Net Assets 2021: $135,2052021Assets 2022: $172,892Liabilities 2022: $10,170Net Assets 2022: $162,7222022Assets 2023: $215,750Liabilities 2023: $9,582Net Assets 2023: $206,1682023Assets 2024: $270,060Liabilities 2024: $12,979Net Assets 2024: $257,0812024

Highlighted filing

2023

Assets$215,750
Liabilities$9,582
Net Assets$206,168

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $60,238Expenses 2011: $57,199Net Income 2011: $3,0392011Revenue 2012: $61,782Expenses 2012: $53,020Net Income 2012: $8,7622012Revenue 2013: $59,853Expenses 2013: $68,140Net Income 2013: -$8,2872013Revenue 2014: $95,746Expenses 2014: $79,883Net Income 2014: $15,8632014Revenue 2015: $67,229Expenses 2015: $72,263Net Income 2015: -$5,0342015Revenue 2016: $66,416Expenses 2016: $102,180Net Income 2016: -$35,7642016Revenue 2017: $113,138Expenses 2017: $89,048Net Income 2017: $24,0902017Revenue 2018: $78,594Expenses 2018: $91,367Net Income 2018: -$12,7732018Revenue 2019: $86,404Expenses 2019: $78,315Net Income 2019: $8,0892019Revenue 2020: $84,552Expenses 2020: $69,235Net Income 2020: $15,3172020Revenue 2021: $81,306Expenses 2021: $60,837Net Income 2021: $20,4692021Revenue 2022: $81,852Expenses 2022: $54,335Net Income 2022: $27,5172022Revenue 2023: $114,967Expenses 2023: $71,521Net Income 2023: $43,4462023Revenue 2024: $111,274Expenses 2024: $60,361Net Income 2024: $50,9132024

Highlighted filing

2023

Revenue$114,967
Expenses$71,521
Net Income$43,446
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Feb 9, 2024
Return Version
2022v5.0
Gross Receipts
$114,967
Mission and Program Overview

Mission

The representation of its members

Program Services

DescriptionGrantsExpenses
PROMOTE AND IMPROVE THE WELFARE AND WORKING CONDITIONS OF ITS MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS KNEPPPresidentPT$0--
AMBER BRADLEYExecutive BoardPT$0--
ANNIE COLESecretaryPT$0--
JORGE CARATACHEATreasurerPT$0--
COLUM MALECVice PresidentPT$0--
MICHELLE MEJIA HAYESExecutive BaordPT$0--
JESSICA PAGANExecutive BoardPT$0--
CARMEN WRIGHTExecutive BoardPT$0--
Political and Lobbying Activity

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$7,630
Filing and Contact Details

Filer

Filer Name
Washington Teachers Association
EIN
94-1664241
Address
316 WEBSTER STREET, WEST SACRAMENTO, CA 95691

Signing Officer

Name
Jorge Caratachea
Title
Treasurer
Phone
5306172024
Signed
2024-02-09
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 amountcta grant income reimb 6,033pac contributions income 1,300scholarship income 925

Description of other expenses Part I line 16

Description amountaccounting and auditing 4,481grievance stipend 500bank fees 99election expense 450computer and web design 444membership program expense 7,469membership per capita 3,465public relations-mbr gifts 1,069office expense-maintenance 363general leadership meals travel 26,760insurance 500treasurer stipend 500office rent 10,200bargaining and negotiations 287president stipend 2,000pac expense 7,630telephone 2,255taxes and licenses 450release time 2,599

Description of total liabilities Part II line 26

Category beginning of year end of yearift grant liability 10,170 9,582

Raw XML Appendix141 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUGLAS KNEPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMBER BRADLEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JORGE CARATACHEA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE MEJIA HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JESSICA PAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CARMEN WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE BAORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE BOARD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt071521
IRS990EZ/OtherRevenueTotalAmt08258
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IRS990EZ/PrimaryExemptPurposeTxt0THE REPRESENTATION OF ITS MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE AND IMPROVE THE WELFARE AND WORKING CONDITIONS OF ITS MEMBERS.
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCTA GRANT INCOME REIMB 6,033PAC CONTRIBUTIONS INCOME 1,300SCHOLARSHIP INCOME 925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTACCOUNTING AND AUDITING 4,481GRIEVANCE STIPEND 500BANK FEES 99ELECTION EXPENSE 450COMPUTER AND WEB DESIGN 444MEMBERSHIP PROGRAM EXPENSE 7,469MEMBERSHIP PER CAPITA 3,465PUBLIC RELATIONS-MBR GIFTS 1,069OFFICE EXPENSE-MAINTENANCE 363GENERAL LEADERSHIP MEALS TRAVEL 26,760INSURANCE 500TREASURER STIPEND 500OFFICE RENT 10,200BARGAINING AND NEGOTIATIONS 287PRESIDENT STIPEND 2,000PAC EXPENSE 7,630TELEPHONE 2,255TAXES AND LICENSES 450RELEASE TIME 2,599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARIFT GRANT LIABILITY 10,170 9,582
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
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ReturnHeader/Filer/BusinessNameControlTxt0WASH
ReturnHeader/Filer/EIN0941664241
ReturnHeader/Filer/USAddress/AddressLine1Txt0316 WEBSTER STREET
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-19T13:51:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JORGE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARATACHEA
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.13$2.57$1.11$0.60$0.51
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.10$2.06$1.15$0.72$0.43
2022Detailed filing. Detailed filing data is available for this year.$1.73$0.10$1.63$0.82$0.54$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.14$1.35$0.81$0.61$0.20
2020Summary only. Only limited summary data is available for this year.$1.22$0.08$0.85$0.69$0.15
2019Summary only. Only limited summary data is available for this year.$1.32$0.32$0.86$0.78$0.08
2018Summary only. Only limited summary data is available for this year.$0.96$0.00$0.79$0.91$0.13
2017Summary only. Only limited summary data is available for this year.$1.09$0.00$1.13$0.89$0.24
2016Summary only. Only limited summary data is available for this year.$0.85$0.00$0.66$1.02$0.36
2015Summary only. Only limited summary data is available for this year.$1.21$0.00$0.67$0.72$0.05
2014Summary only. Only limited summary data is available for this year.$1.26$0.00$0.96$0.80$0.16
2013Summary only. Only limited summary data is available for this year.$1.10$0.00$0.60$0.68$0.08
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$0.62$0.53$0.09
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$0.60$0.57$0.03