Civic Intelligence

California Retired Teachers Association

990 • Fiscal year 2016 • EIN 94-6093648

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 24, 2017

Organization ProfileWWW.CALRTA.ORG
800 Howe Avenue No 370Sacramento, CA 95825

(916) 923-2200

Siviq Scores

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

Liabilities / Assets

78th percentile

0.35x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.33x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Net Margin

55th percentile

9.2%

Higher net margin than 55% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$129,189

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2016

Asset Growth

58th percentile

3.8%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

11%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$1,454,045

Up $53,242 (+3.8%) from 2015

Net Assets

Up

$943,777

Up $136,022 (+17%) from 2015

Liabilities

Down

$510,268

Down $82,780 (-14%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin55th percentile

Revenue

Up

$1,563,174

Up $157,475 (+11%) from 2015

Expenses

Up

$1,419,680

Up $42,174 (+3.1%) from 2015

Net Income

Up

$143,494

Up $115,301 (+409%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,241,433Liabilities 2010: $502,646Net Assets 2010: $738,7872010Assets 2011: $1,268,762Liabilities 2011: $466,197Net Assets 2011: $802,5652011Assets 2012: $1,219,493Liabilities 2012: $494,828Net Assets 2012: $724,6652012Assets 2013: $1,237,071Liabilities 2013: $469,022Net Assets 2013: $768,0492013Assets 2014: $1,271,780Liabilities 2014: $449,532Net Assets 2014: $822,2482014Assets 2015: $1,400,803Liabilities 2015: $593,048Net Assets 2015: $807,7552015Assets 2016: $1,454,045Liabilities 2016: $510,268Net Assets 2016: $943,7772016Assets 2017: $1,595,413Liabilities 2017: $516,302Net Assets 2017: $1,079,1112017Assets 2018: $2,564,053Liabilities 2018: $679,847Net Assets 2018: $1,884,2062018Assets 2019: $2,797,920Liabilities 2019: $673,658Net Assets 2019: $2,124,2622019Assets 2020: $3,628,820Liabilities 2020: $753,780Net Assets 2020: $2,875,0402020Assets 2021: $4,368,934Liabilities 2021: $663,562Net Assets 2021: $3,705,3722021Assets 2022: $4,079,152Liabilities 2022: $621,026Net Assets 2022: $3,458,1262022Assets 2023: $4,757,194Liabilities 2023: $691,009Net Assets 2023: $4,066,1852023Assets 2024: $5,228,486Liabilities 2024: $620,558Net Assets 2024: $4,607,9282024

Highlighted filing

2016

Assets$1,454,045
Liabilities$510,268
Net Assets$943,777
Open 2016 Filing

Operations Trend

Revenue Growth72nd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,543,7212010Expenses 2011: $1,410,0842011Expenses 2012: $1,495,3022012Expenses 2013: $1,354,3972013Revenue 2014: $1,336,883Expenses 2014: $1,361,456Net Income 2014: -$24,5732014Revenue 2015: $1,405,699Expenses 2015: $1,377,506Net Income 2015: $28,1932015Revenue 2016: $1,563,174Expenses 2016: $1,419,680Net Income 2016: $143,4942016Revenue 2017: $1,582,828Expenses 2017: $1,496,211Net Income 2017: $86,6172017Revenue 2018: $1,810,266Expenses 2018: $1,492,624Net Income 2018: $317,6422018Revenue 2019: $1,685,505Expenses 2019: $1,544,392Net Income 2019: $141,1132019Revenue 2020: $1,736,383Expenses 2020: $1,293,078Net Income 2020: $443,3052020Revenue 2021: $1,963,670Expenses 2021: $1,304,149Net Income 2021: $659,5212021Revenue 2022: $1,960,257Expenses 2022: $1,601,949Net Income 2022: $358,3082022Revenue 2023: $1,990,513Expenses 2023: $1,666,139Net Income 2023: $324,3742023Revenue 2024: $1,990,412Expenses 2024: $1,719,546Net Income 2024: $270,8662024

Highlighted filing

2016

Revenue$1,563,174
Expenses$1,419,680
Net Income$143,494
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 24, 2017
Return Version
2015v3.0
Gross Receipts
$1,679,084
Mission and Program Overview

Mission

To support public education and promote the professional interest of public school educators, and protect interest in retirement benefits

To support public education and promote the professional interest of public school educators, and protect interest in retirement benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$845,472$831,582▼ $13,890
Cash and Non-Interest-Bearing Accounts$161,421$257,125▲ $95,704
Savings and Temporary Cash Investments$40,012$82,920▲ $42,908
Prepaid Expenses and Deferred Charges$91,443$75,157▼ $16,286
Inventories for Sale or Use$54,434$51,964▼ $2,470
Land, Buildings, and Equipment, Net$9,045$11,325▲ $2,280
Other Notes and Loans Receivable, Net$77,796$8,300▼ $69,496
Receivables From Officers Etc-$8,196-
Accounts Receivable$932$1,819▲ $887
Total Assets$1,400,803$1,454,045▲ $53,242
Other Assets Total$120,248$125,657▲ $5,409
Liabilities
Deferred Revenue$326,822$349,811▲ $22,989
Other Liabilities$233,586$133,141▼ $100,445
Accounts Payable and Accrued Expenses$32,640$27,316▼ $5,324
Total Liabilities$593,048$510,268▼ $82,780
Net Assets / Fund Balance
Unrestricted Net Assets$771,401$920,146▲ $148,745
Temporarily Rstr Net Assets$36,354$23,631▼ $12,723
Total Net Assets Fund Balance$807,755$943,777▲ $136,022
Total Liabilities and Net Assets / Fund Balance$1,400,803$1,454,045▲ $53,242

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,325$82,512$93,837
Leasehold Improvements$0$1,800$1,800
Other Assets Org$6,691--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angelique HillExecutive DirectorFT$108,517$20,672$129,189

Board Members and Trustees

NameTitle
Ken HewittPresident
Irene WetzelPresident Elect
Marcie Launey Charles DenonnCo-director Area Iii
Carol Luhring James MahoneyCo-director Area Vi
Betty SilvaDirector Area I
Georgianna LightDirector Area Ii
Patricia SeamanDirector Area Iv
Ronald BreyerDirector Area Ix
Richard BenitezDirector Area V
Barbara GerDirector Area Viii
Judy SmithDirector Area X
KATHY O'LEARYDirector Area Xi
Marianne WurnitschDirector Area Xii
Jesse PerrySecretary
Peter PaolinoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,484,927
Investment Income
$37,718
Other Revenue
$40,529
Change in Net Assets
$143,494
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$958,251
Salaries, Compensation, and Employee Benefits$454,029
Grants and Similar Amounts Paid$7,400
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$161,314$72,474-$233,788
Conferences and Meetings$152,790$72,197-$224,987
Fees for Services Lobbying$142,332$8,988-$151,320
Current Officers, Directors, Trustees, and Key Employees$89,324$40,131-$129,455
Fees for Services Other$91,909$8,493-$100,402
Office Expenses$64,078$4,524-$68,602
Information Technology$42,342$11,526-$53,868
Other Employee Benefits$28,556$12,830-$41,386
Occupancy$26,014$13,151-$39,165
All Other Expenses$3,779$25,372-$29,151
Other Expenses$58,165$27,830-$27,830
Payroll Taxes$18,311$8,226-$26,537
Pension Plan Contributions$15,775$7,088-$22,863
Travel$12,871$5,782-$18,653
Insurance$7,425$3,335-$10,760
Fees for Service Investment Mgmnt Fees-$8,462-$8,462
Grants to Domestic Individuals$7,400--$7,400
Depreciation Depletion$3,880$1,743-$5,623
Fees for Services Legal$3,837$242-$4,079
Fees for Services Accounting$1,624$103-$1,727
Total Functional Expenses$931,726$487,954$0$1,419,680
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
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$8,196-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Divisions$71,819
Deferred Life Membership$61,322
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Dues paying members have a right to vote in the delegate assembly.”

Form 990, Part VI, Section A, Line 7A

“The delegate assembly is elected by dues paying members. The delegate assembly elects the officers of the association.”

Form 990, Part VI, Section A, Line 7B

“The delegate assembly is the ultimate authoritative body of the association with respect to all matters of policy and governance, except as otherwise provided in the bylaws.”

Form 990, Part VI, Section B, Line 10B

“The association is currently in the process of creating an affiliate agreement to be put in place.”

Form 990, Part VI, Section B, Line 11

“The executive committee of the board will review the 990 return prior to it being submitted to the irs. Questions will be answered by the calrta accountant or the cpa firm.”

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. All leadership positions are required to sign a conflict statement every year.”

Form 990, Part VI, Section B, Line 15

“The personnel committee recommends to the board a salary adjustment and/or increase based on comparable salary data from like size and type of the association and annual review. The same process is used to determine the compensation of excutive director and other officers. The process was last undertaken in 2016 fiscal year.”

Form 990, Part VI, Section C, Line 19

“Copies of requested documents will be made available upon request.”

Filing and Contact Details

Filer

Filer Name
California Retired Teachers Association
EIN
94-6093648
Phone
9169232200
Address
800 HOWE AVENUE NO 370, SACRAMENTO, CA 95825

Signing Officer

Name
Angelique Hill
Title
Executive Director
Phone
9169232200
Signed
2017-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angelique Hill
Formed
1929
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
5
Volunteers
1,150

Preparer

Firm
Gilbert Associates Inc
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Linda D Geery
Phone
9166466464
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“Calrta is exempt from income taxes under internal revenue code section 501(c)(4). The association is subject to income taxes from activities unrelated to their tax-exempt purposes.”

Raw XML AppendixShowing 400 of 549 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt032640
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt027316
IRS990/AccountsReceivableGrp/BOYAmt0932
IRS990/AccountsReceivableGrp/EOYAmt01819
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT PUBLIC EDUCATION AND PROMOTE THE PROFESSIONAL INTEREST OF PUBLIC SCHOOL EDUCATORS, AND PROTECT INTEREST IN RETIREMENT BENEFITS.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt025372
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03779
IRS990/AllOtherExpensesGrp/TotalAmt029151
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum09169232200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 HOWE AVENUE NO 370
IRS990/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095825
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0161421
IRS990/CashNonInterestBearingGrp/EOYAmt0257125
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt040131
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt089324
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0129455
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt072197
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0152790
IRS990/ConferencesMeetingsGrp/TotalAmt0224987
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt07400
IRS990/CYInvestmentIncomeAmt037718
IRS990/CYOtherExpensesAmt0958251
IRS990/CYOtherRevenueAmt040529
IRS990/CYProgramServiceRevenueAmt01484927
IRS990/CYRevenuesLessExpensesAmt0143494
IRS990/CYSalariesCompEmpBnftPaidAmt0454029
IRS990/CYTotalExpensesAmt01419680
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01563174
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0326822
IRS990/DeferredRevenueGrp/EOYAmt0349811
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01743
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03880
IRS990/DepreciationDepletionGrp/TotalAmt05623
IRS990/Desc0"CONTACT" NEWSLETTER WHICH IS PUBLISHED AND SENT TO THE MEMBERS PERIODICALLY THROUGHOUT THE YEAR, TO PROVIDE AWARENENSS OF ISSUES RELEVANT TO RETIRED TEACHERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0123973
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0103
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01624
IRS990/FeesForServicesAccountingGrp/TotalAmt01727
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0242
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt03837
IRS990/FeesForServicesLegalGrp/TotalAmt04079
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt08988
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt0142332
IRS990/FeesForServicesLobbyingGrp/TotalAmt0151320
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08493
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt091909
IRS990/FeesForServicesOtherGrp/TotalAmt0100402
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08462
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08462
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1520672
IRS990/Form990PartVIISectionAGrp/PersonNm0KEN HEWITT
IRS990/Form990PartVIISectionAGrp/PersonNm1IRENE WETZEL
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER PAOLINO
IRS990/Form990PartVIISectionAGrp/PersonNm3JESSE PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm4BETTY SILVA
IRS990/Form990PartVIISectionAGrp/PersonNm5GEORGIANNA LIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm6MARCIE LAUNEY CHARLES DENONN
IRS990/Form990PartVIISectionAGrp/PersonNm7PATRICIA SEAMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD BENITEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9CAROL LUHRING JAMES MAHONEY
IRS990/Form990PartVIISectionAGrp/PersonNm10BARBARA GER
IRS990/Form990PartVIISectionAGrp/PersonNm11RONALD BREYER
IRS990/Form990PartVIISectionAGrp/PersonNm12JUDY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm13KATHY O'LEARY
IRS990/Form990PartVIISectionAGrp/PersonNm14MARIANNE WURNITSCH
IRS990/Form990PartVIISectionAGrp/PersonNm15ANGELIQUE HILL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15108517
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR AREA I
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR AREA II
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-DIRECTOR AREA III
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR AREA IV
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR AREA V
IRS990/Form990PartVIISectionAGrp/TitleTxt9CO-DIRECTOR AREA VI
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR AREA VIII
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR AREA IX
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR AREA X
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR AREA XI
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR AREA XII
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01929
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-11596
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt07400
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt07400
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0104314
IRS990/GrossReceiptsAmt01679084
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011526
IRS990/InformationTechnologyGrp/ProgramServicesAmt042342
IRS990/InformationTechnologyGrp/TotalAmt053868
IRS990/InsuranceGrp/ManagementAndGeneralAmt03335
IRS990/InsuranceGrp/ProgramServicesAmt07425
IRS990/InsuranceGrp/TotalAmt010760
IRS990/InventoriesForSaleOrUseGrp/BOYAmt054434
IRS990/InventoriesForSaleOrUseGrp/EOYAmt051964
IRS990/InvestmentIncomeGrp/ExclusionAmt049314
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt049314
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0845472
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0831582
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt084312
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09045
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011325
IRS990/LandBldgEquipCostOrOtherBssAmt095637
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0115910
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT PUBLIC EDUCATION AND PROMOTE THE PROFESSIONAL INTEREST OF PUBLIC SCHOOL EDUCATORS, AND PROTECT INTEREST IN RETIREMENT BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0807755
IRS990/NetAssetsOrFundBalancesEOYAmt0943777
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-11596
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-11596
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6531
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt013151
IRS990/OccupancyGrp/ProgramServicesAmt026014
IRS990/OccupancyGrp/TotalAmt039165
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04524
IRS990/OfficeExpensesGrp/ProgramServicesAmt064078
IRS990/OfficeExpensesGrp/TotalAmt068602
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0120248
IRS990/OtherAssetsTotalGrp/EOYAmt0125657
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012830
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028556
IRS990/OtherEmployeeBenefitsGrp/TotalAmt041386
IRS990/OtherExpensesGrp/Desc0COMMITTEE EXPENSES
IRS990/OtherExpensesGrp/Desc1RECRUITMENT
IRS990/OtherExpensesGrp/Desc2PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt083610
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt171847
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt227830
IRS990/OtherExpensesGrp/ProgramServicesAmt058165
IRS990/OtherExpensesGrp/TotalAmt083610
IRS990/OtherExpensesGrp/TotalAmt171847
IRS990/OtherExpensesGrp/TotalAmt258165
IRS990/OtherExpensesGrp/TotalAmt327830
IRS990/OtherLiabilitiesGrp/BOYAmt0233586
IRS990/OtherLiabilitiesGrp/EOYAmt0133141
IRS990/OtherRevenueMiscGrp/BusinessCd0541800
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt025
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt040504
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt125
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt040504
IRS990/OtherRevenueTotalAmt040529
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt072474
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0161314
IRS990/OtherSalariesAndWagesGrp/TotalAmt0233788
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt077796
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt08300
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08226
IRS990/PayrollTaxesGrp/ProgramServicesAmt018311
IRS990/PayrollTaxesGrp/TotalAmt026537
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07088
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015775
IRS990/PensionPlanContributionsGrp/TotalAmt022863
IRS990/PoliciesReferenceChaptersInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt091443
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt075157
IRS990/PrincipalOfficerNm0ANGELIQUE HILL
IRS990/PriorPeriodAdjustmentsAmt0-941
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CONVENTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01467992
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116935
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01467992
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116935
IRS990/ProgSrvcAccomActy2Grp/Desc0CONFERENCES, CONVENTIONS, MEETINGS, AND LEGISLATIVE ADVOCATE REGARDING PROBLEMS AND ISSUES OF RETIRED TEACHERS AND PROMOTION OF PUBLIC EDUCATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0807753
IRS990/ProgSrvcAccomActy2Grp/GrantAmt07400
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01284896
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0204
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt045685
IRS990/PYOtherExpensesAmt0942231
IRS990/PYOtherRevenueAmt042393
IRS990/PYProgramServiceRevenueAmt01317417
IRS990/PYRevenuesLessExpensesAmt028193
IRS990/PYSalariesCompEmpBnftPaidAmt0435275
IRS990/PYTotalExpensesAmt01377506
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01405699
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt08196
IRS990/ReconcilationRevenueExpnssAmt0143494
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0200056
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040012
IRS990/SavingsAndTempCashInvstGrp/EOYAmt082920
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt011325
IRS990ScheduleD/EquipmentGrp/DepreciationAmt082512
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt093837
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01800
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01800
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0111224
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt17742
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt26691
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUES RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTERFUND RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt071819
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt161322
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO DIVISIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED LIFE MEMBERSHIP
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CALRTA IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(4). THE ASSOCIATION IS SUBJECT TO INCOME TAXES FROM ACTIVITIES UNRELATED TO THEIR TAX-EXEMPT PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011325
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0125657
IRS990ScheduleD/TotalLiabilityAmt0133141
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07400

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,454,045
Liabilities
$510,268
Net assets
$943,777
Revenue
$1,563,174
Expenses
$1,419,680
Net income
$143,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.23$0.62$4.61$1.99$1.72$0.27
2023Detailed filing. Detailed filing data is available for this year.$4.76$0.69$4.07$1.99$1.67$0.32
2022Detailed filing. Detailed filing data is available for this year.$4.08$0.62$3.46$1.96$1.60$0.36
2021Detailed filing. Detailed filing data is available for this year.$4.37$0.66$3.71$1.96$1.30$0.66
2020Summary only. Only limited summary data is available for this year.$3.63$0.75$2.88$1.74$1.29$0.44
2019Summary only. Only limited summary data is available for this year.$2.80$0.67$2.12$1.69$1.54$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.56$0.68$1.88$1.81$1.49$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.60$0.52$1.08$1.58$1.50$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.51$0.94$1.56$1.42$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.59$0.81$1.41$1.38$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.45$0.82$1.34$1.36$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.47$0.77$1.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.49$0.72$1.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.47$0.80$1.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.50$0.74$1.54