Civic Intelligence

California Retired Teachers Association

EIN 94-2909224 • 501(c)4 • Vacaville, CA

Profile

To protect and advocate for retired teachers, active educators' pensions and other benefits, and support education for our communities.

378 Evergreen DriveVacaville, CA 95688

n/A

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

501(c)4 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

42nd percentile

0.00x

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

501(c)4 • $500k-$1M nonprofits • Source year 2025

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

501(c)4 • $500k-$1M nonprofits • Source year 2025

Asset Growth

65th percentile

8.6%

Faster asset growth than 65% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$841,506

Up $66,415 (+8.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$841,506

Up $66,415 (+8.6%) from 2024

Operations
Liabilities / Revenue42nd percentileNet Margin84th percentile

Revenue

Up

$67,425

Up $6,704 (+11%) from 2024

Expenses

Up

$41,983

Up $1,228 (+3.0%) from 2024

Net Income

Up

$25,442

Up $5,476 (+27%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$1.0M$500K$0Assets 2016: $551,634Liabilities 2016: $0Net Assets 2016: $551,6342016Assets 2017: $584,905Liabilities 2017: $0Net Assets 2017: $584,9052017Assets 2018: $605,176Liabilities 2018: $0Net Assets 2018: $605,1762018Assets 2019: $635,167Liabilities 2019: $0Net Assets 2019: $635,1672019Assets 2020: $612,325Liabilities 2020: $0Net Assets 2020: $612,3252020Assets 2021: $718,796Liabilities 2021: $1Net Assets 2021: $718,7952021Assets 2022: $667,402Liabilities 2022: $0Net Assets 2022: $667,4022022Assets 2023: $710,180Liabilities 2023: $0Net Assets 2023: $710,1802023Assets 2024: $775,091Liabilities 2024: $0Net Assets 2024: $775,0912024Assets 2025: $841,506Liabilities 2025: $0Net Assets 2025: $841,5062025

Highlighted filing

2025

Assets$841,506
Liabilities$0
Net Assets$841,506
Open 2025 Filing

Operations Trend

Revenue Growth60th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $55,629Expenses 2016: $44,608Net Income 2016: $11,0212016Revenue 2017: $49,606Expenses 2017: $49,817Net Income 2017: -$2112017Revenue 2018: $54,970Expenses 2018: $47,014Net Income 2018: $7,9562018Revenue 2019: $51,062Expenses 2019: $56,761Net Income 2019: -$5,6992019Revenue 2020: $51,196Expenses 2020: $36,647Net Income 2020: $14,5492020Revenue 2021: $133,617Expenses 2021: $27,147Net Income 2021: $106,4702021Revenue 2022: $54,011Expenses 2022: $35,673Net Income 2022: $18,3382022Revenue 2023: $63,365Expenses 2023: $41,125Net Income 2023: $22,2402023Revenue 2024: $60,721Expenses 2024: $40,755Net Income 2024: $19,9662024Revenue 2025: $67,425Expenses 2025: $41,983Net Income 2025: $25,4422025

Highlighted filing

2025

Revenue$67,425
Expenses$41,983
Net Income$25,442
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$841,506
Liabilities
$0
Net assets
$841,506
Revenue
$67,425
Expenses
$41,983
Net income
$25,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.42$0.00$8.42$0.67$0.42$0.25
2024Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.61$0.41$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.63$0.41$0.22
2022Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.54$0.36$0.18
2021Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$1.34$0.27$1.06
2020Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.51$0.37$0.15
2019Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.51$0.57$0.06
2018Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.55$0.47$0.08
2017Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.50$0.50$0.00
2016Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.56$0.45$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 22, 2025
Return Version
2024v5.2
Gross Receipts
$67,425
Mission and Program Overview

Mission

To protect and advocate for retired teachers, active educators' pensions and other benefits, and support education for our communitites

To protect and advocate for retired teachers, active educators' pensions and other benefits, and support education for our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$697,928$763,771▲ $65,843
Cash and Non-Interest-Bearing Accounts$42,964$42,854▼ $110
Savings and Temporary Cash Investments$34,199$34,880▲ $681
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$775,091$841,506▲ $66,415
Other Assets Total-$1-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$775,091$841,506▲ $66,415
Total Net Assets Fund Balance$775,091$841,506▲ $66,415
Total Liabilities and Net Assets / Fund Balance$775,091$841,506▲ $66,415
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Al MendlePresident
Dorothy JohnsonCorrespond. Sec
Ann EversTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,931
Investment Income
$46,209
Other Revenue
$8,285
Change in Net Assets
$25,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,983
Grants and Similar Amounts Paid$20,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$20,000--$20,000
All Other Expenses$3,688$-100-$3,588
Other Expenses$1,878--$1,878
Fees for Services Accounting-$925-$925
Total Functional Expenses$41,158$825$0$41,983
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
California Retired Teachers Association
EIN
94-2909224
Phone
7078592084
Address
378 EVERGREEN DRIVE, VACAVILLE, CA 95688

Signing Officer

Name
Ann Evers
Title
Treasurer
Signed
2025-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Evers
Formed
1985
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Lenhart & Medlin CPAs
Address
2255 Watt Avenue Suite 130, Sacramento, CA 95825
Preparer
Philip L Medlin
Phone
9164873514
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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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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA RETIRED TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0942909224
ReturnHeader/Filer/PhoneNum07078592084
ReturnHeader/Filer/USAddress/AddressLine1Txt0378 EVERGREEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0VACAVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095688
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680192603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lenhart & Medlin CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02255 Watt Avenue Suite 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09164873514
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP L MEDLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-22T09:40:18-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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