Civic Intelligence

California Retired Teachers Association

990EZ • Fiscal year 2013 • EIN 95-2703069

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 08, 2013

P O Box 9048290009
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Net Margin

57th percentile

6.2%

Higher net margin than 57% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

32nd percentile

-7.4%

Faster revenue growth than 32% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$12,341

Up $1,630 (+15%) from 2012

Net Assets

$12,341

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$26,311

Down $2,094 (-7.4%) from 2012

Expenses

Up

$24,681

Up $521 (+2.2%) from 2012

Net Income

Down

$1,630

Down $2,615 (-62%) from 2012

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2011: $6,466Liabilities 2011: $0Net Assets 2011: $6,4662011Assets 2012: $10,711Liabilities 2012: $02012Assets 2013: $12,341Liabilities 2013: $0Net Assets 2013: $12,3412013Assets 2014: $10,512Liabilities 2014: $0Net Assets 2014: $10,5122014

Highlighted filing

2013

Assets$12,341
Liabilities$0
Net Assets$12,341

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $38,154Expenses 2011: $47,948Net Income 2011: -$9,7942011Revenue 2012: $28,405Expenses 2012: $24,160Net Income 2012: $4,2452012Revenue 2013: $26,311Expenses 2013: $24,681Net Income 2013: $1,6302013Revenue 2014: $23,376Expenses 2014: $25,205Net Income 2014: -$1,8292014

Highlighted filing

2013

Revenue$26,311
Expenses$24,681
Net Income$1,630
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 8, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

To enhanceprotect benefits of educators

Filing and Contact Details

Filer

EIN
95-2703069
Raw XML Appendix173 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
CompensationExplanation/Compensation/Explanation0NOT COPENSATED
CompensationExplanation/Compensation/Explanation1NOT COMPENSATED
CompensationExplanation/Compensation/Explanation2COMPENSATION PAID BECAUSE DUTIES INVOLVES FINANCIAL TRANSACTIONS INCLUDING DELIVERY AND PICKUPS.
CompensationExplanation/Compensation/Explanation3COMPENSATION PAID BECAUSE DUTIES INVOLVES FINANCIAL TRANSACTIONS INCLUDING RECEIPT AND DEPOSIT OF FUNDS AND CHECK WRITING.
CompensationExplanation/Compensation/Explanation4COMPENSATION PAID BECAUSE DUTIES INVOLVES PUBLISHING THE ORGANIZATION9S NEWSLETTER 5 TIMES A YEAR.
CompensationExplanation/Compensation/PersonName0MARY ANN MCGEE
CompensationExplanation/Compensation/PersonName1COLLEEN CLOUGH
CompensationExplanation/Compensation/PersonName2HELEN APOSHIAN
CompensationExplanation/Compensation/PersonName3LILLIE TOBIN-JACKSON
CompensationExplanation/Compensation/PersonName4SYLVIA S HILL
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY010711
IRS990EZ/CashSavingsAndInvestments/EOY012341
IRS990EZ/ContributionsGiftsGrantsEtc0745
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear01630
IRS990EZ/FeesAndOthPymtToIndContractors0770
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome08543
IRS990EZ/GrossReceipts036692
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InvestmentIncome021
IRS990EZ/LandAndBuildings/BOY00
IRS990EZ/LandAndBuildings/EOY00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues027383
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY010711
IRS990EZ/NetAssetsOrFundBalancesBOY010711
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IRS990EZ/NetAssetsOrFundBalancesEOY012341
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition18.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition211.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition315.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition410.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation21800
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation31800
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation41000
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0MARY ANN MCGEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1COLLEEN CLOUGH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2HELEN APOSHIAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3LILLIE TOBIN-JACKSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4SYLVIA S HILL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4NEWSLETTER EDITOR
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherExpensesTotal09987
IRS990EZ/PrimaryExemptPurpose0TO ENHANCEPROTECT BENEFITS OF EDUCATORS
IRS990EZ/PrintingPublicationsPostage09324
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0CALRTA MEMBERS PROVIDES OVER A MILLION HOURS OF VOLUNTEER SERVICES TO THEIR COMMUNITIES MUSEUMS CHURCHES HOSPITALS AND SCHOOLS BENEFIT FROM THEIR EFFORTS
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits04600
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses010381
IRS990EZ/SpecialEventsNetIncomeLoss0-1838
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine103903 S SYCAMORE AVENUE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0LOS ANGELES
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0900081120
IRS990EZ/TheBooksAreInCareOf/NamePerson0LILLIE TOBIN-JACKSON
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03232965993
IRS990EZ/TotalAssets/BOY010711
IRS990EZ/TotalAssets/EOY012341
IRS990EZ/TotalExpenses024681
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue026311
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0NA
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear028128
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year027862
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years028259
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years029288
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years026350
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0139887
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear021
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year033
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0135
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0279
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0455
IRS990ScheduleA/GrossInvestmentIncome509/Total0923
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear021
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year033
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0135
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0279
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0455
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0923
IRS990ScheduleA/InvestmentIncomePercentage00.00660
IRS990ScheduleA/PriorYearSupportPercentage00.99010
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00990
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99340
IRS990ScheduleA/PublicSupportTotal5090139887
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear028128
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year027862
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years028259
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years029288
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years026350
IRS990ScheduleA/Total509/Total0139887
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear028149
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year027895
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years028394
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years029567
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years026805
IRS990ScheduleA/TotalSupportTotal/Total0140810
IRS990ScheduleC/AgreeToCarryoverPriorYear0false
IRS990ScheduleC/OnlyInHouseLobbying0true
IRS990ScheduleC/SubstantiallyAllDuesNondeduct0false
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION AMOUNT BOARD MEETINGS 3,507 CONTRIBUTIONS 16 CONVENTION/DELEGATES 2012-2013 3,149 GIFTS 120 MEMBERSHIPS 747 OPERATING EXPENSES 2,398 TAXES AND FEES 50
IRS990ScheduleO/GeneralExplanation/Identifier0O01
IRS990ScheduleO/GeneralExplanation/ReturnReference0Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0952703069
ReturnHeader/Filer/Name/BusinessNameLine10CALIFORNIA RETIRED TEACHERS VII-12
ReturnHeader/Filer/NameControl0CALI
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 90482
ReturnHeader/Filer/USAddress/City0LOS ANGELES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090009
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-08
ReturnHeader/Officer/Name0MARY ANN MCGEE
ReturnHeader/Officer/Phone03232965993
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-11-08
ReturnHeader/PreparerFirm/EIN0352437989
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Anderson Jones Tax & Financial Svcs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1027946 John F Kennedy Dr Unit C
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Moreno Valley
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0925555894
ReturnHeader/Preparer/Name0Anderson Jones
ReturnHeader/Preparer/Phone09512437494
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-08T03:29:04-08:00

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Filings