Civic Intelligence

California Retired Teachers Association

990EZ • Fiscal year 2014 • EIN 95-2703069

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileN/A
P O Box 9048290009

(323) 296-5993

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.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

26th percentile

-7.8%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

19th percentile

-15%

Faster asset growth than 19% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$10,512

Down $1,829 (-15%) from 2013

Net Assets

Down

$10,512

Down $1,829 (-15%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin26th percentile

Revenue

Down

$23,376

Down $2,935 (-11%) from 2013

Expenses

Up

$25,205

Up $524 (+2.1%) from 2013

Net Income

Down

-$1,829

Down $3,459 (-212%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2014

Assets$10,512
Liabilities$0
Net Assets$10,512
Open 2014 Filing

Operations Trend

Revenue Growth26th percentile

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

2014

Revenue$23,376
Expenses$25,205
Net Income-$1,829
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$32,913
Mission and Program Overview

Mission

To enhanceprotect benefits of educators

Program Services

DescriptionGrantsExpenses
CALRTA MEMBERS PROVIDES OVER A MILLION HOURS OF VOLUNTEER SERVICES TO THEIR COMMUNITIES MUSEUMS CHURCHES HOSPITALS AND SCHOOLS BENEFIT FROM THEIR EFFORTS--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ANN MCGEEPresidentPT$0--
COLLEEN CLOUGHSecretaryPT$0--
HELEN APOSHIANFinancial SecretaryPT$0--
LILLIE TOBIN-JACKSONTreasurerPT$0--
SYLVIA S HILLNewsletter EditorPT$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

EIN
95-2703069

Signing Officer

Name
Mary Ann Mcgee
Title
President
Phone
3232965993
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Anderson Jones
Phone
9512437494
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountboard meetings 1,762convention/delegates 2013-2014 5,067eccla 1,000indemnification ins 422memberships 61misc 1,672operating expenses 1,935taxes and fees 75”

Raw XML Appendix172 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/CompensationExplanationGrp/PersonNm0MARY ANN MCGEE
CompensationExplanation/CompensationExplanationGrp/PersonNm1COLLEEN CLOUGH
CompensationExplanation/CompensationExplanationGrp/PersonNm2HELEN APOSHIAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3LILLIE TOBIN-JACKSON
CompensationExplanation/CompensationExplanationGrp/PersonNm4SYLVIA S HILL
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0NOT COPENSATED
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1NOT COMPENSATED
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2COMPENSATION PAID BECAUSE DUTIES INVOLVES FINANCIAL TRANSACTIONS INCLUDING DELIVERY AND PICKUPS.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3COMPENSATION PAID BECAUSE DUTIES INVOLVES FINANCIAL TRANSACTIONS INCLUDING RECEIPT AND DEPOSIT OF FUNDS AND CHECK WRITING.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4COMPENSATION PAID BECAUSE DUTIES INVOLVES PUBLISHING THE ORGANIZATION'S NEWSLETTER 5 TIMES A YEAR.
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LILLIE TOBIN-JACKSON
IRS990EZ/BooksInCareOfDetail/PhoneNum03232965993
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103903 S SYCAMORE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City0LOS ANGELES
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0900081120
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012341
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010512
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1829
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01050
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt08379
IRS990EZ/GrossReceiptsAmt032913
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt024513
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012341
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010512
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012341
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010512
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt211.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY ANN MCGEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COLLEEN CLOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HELEN APOSHIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LILLIE TOBIN-JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SYLVIA S HILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NEWSLETTER EDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt011994
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCEPROTECT BENEFITS OF EDUCATORS
IRS990EZ/PrintingPublicationsPostageAmt07561
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CALRTA MEMBERS PROVIDES OVER A MILLION HOURS OF VOLUNTEER SERVICES TO THEIR COMMUNITIES MUSEUMS CHURCHES HOSPITALS AND SCHOOLS BENEFIT FROM THEIR EFFORTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt04600
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt09537
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1158
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025205
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt023376
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF FUNDS FROM THE MEMBERSHIP GROUP INVLOVED, CALIFORNIA RETIRED TEACHERS.THE SOURCE OF SUPPORT FOR THE ORGANIZATION IS IT MEMBERS WHO PAY DUES, VOLUNTEER THEIR TIME AND PARTICPATE IN FUND RAISING ACTIVITIES THAT PROVIDES INSPIRATION AND EDUCATION SERVICES THAT BENEFITS CALIFORNIA TEACHERS. ITS GOVERNING BOARD DIRECTS AND COORDINATES ALL OF ITS ACTIVITIES.THE DUES FOR INDIVIDUAL MEMBERS ARE FIXED AT RATES DESIGNED TO MAKE MEMBERSHIP AVAILABLE TO TO ALL OF CALIFORNIA RETIRED TEACHERS. THIS GROUP HAS DEMONSTRATED GREAT INTEREST IN ATTRACTING YOUNG PEOPLE TO THE TEACHING PROFESSION AND BENEFITING THEIR COMMUNITY AT LARGE.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc010% Facts and Circumstances Test (Part II, line 17a or 17b)
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024513
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt027862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028259
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0138050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0135
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0279
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0489
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0279
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0489
IRS990ScheduleA/InvestmentIncomeCYPct00.00350
IRS990ScheduleA/InvestmentIncomePYPct00.00660
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99650
IRS990ScheduleA/PublicSupportPY509Pct00.99340
IRS990ScheduleA/PublicSupportTotal509Amt0138050
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027862
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt028259
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029288
IRS990ScheduleA/Total509Grp/TotalAmt0138050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt027895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt028394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029567
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0138539
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTBOARD MEETINGS 1,762CONVENTION/DELEGATES 2013-2014 5,067ECCLA 1,000INDEMNIFICATION INS 422MEMBERSHIPS 61MISC 1,672OPERATING EXPENSES 1,935TAXES AND FEES 75
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ANN MCGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03232965993
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10CALIFORNIA RETIRED TEACHERS VII-12
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0952703069
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 90482
ReturnHeader/Filer/USAddress/City0LOS ANGELES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090009
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352437989
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Anderson Jones Tax & Financial Svcs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1027946 John F Kennedy Dr Unit C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Moreno Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0925555894
ReturnHeader/PreparerPersonGrp/PhoneNum09512437494
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anderson Jones
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-14T10:27:30-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,512
Liabilities
$0
Net assets
$10,512
Revenue
$23,376
Expenses
$25,205
Net income
-$1,829
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$23.4$25.2$1.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.00$12.3$26.3$24.7$1.63
2012Summary only. Only limited summary data is available for this year.$10.7$0.00$28.4$24.2$4.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.47$0.00$6.47$38.2$47.9$9.79