Civic Intelligence

California Retired Teachers Association

990EZ • Fiscal year 2017 • EIN 95-3044853

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 27, 2018

Organization Profile
2712 Hackett AveLong Beach, CA 90815

(562) 307-1347

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$458,173

Up $206,899 (+82%) from 2013

Net Assets

$458,173

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin98th percentile

Revenue

Up

$186,841

Up $157,389 (+534%) from 2013

Expenses

Down

$20,441

Down $11,368 (-36%) from 2013

Net Income

Up

$166,400

Up $168,757 (+7160%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2011: $246,344Net Assets 2011: $246,3442011Assets 2012: $253,631Liabilities 2012: $02012Assets 2013: $251,274Liabilities 2013: $02013Assets 2017: $458,173Liabilities 2017: $0Net Assets 2017: $458,1732017

Highlighted filing

2017

Assets$458,173
Liabilities$0
Net Assets$458,173
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $33,508Expenses 2011: $24,025Net Income 2011: $9,4832011Revenue 2012: $33,343Expenses 2012: $26,056Net Income 2012: $7,2872012Revenue 2013: $29,452Expenses 2013: $31,809Net Income 2013: -$2,3572013Revenue 2017: $186,841Expenses 2017: $20,441Net Income 2017: $166,4002017

Highlighted filing

2017

Revenue$186,841
Expenses$20,441
Net Income$166,400
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 27, 2018
Return Version
2017v2.2
Gross Receipts
$186,841
Mission and Program Overview

Mission

Support public education and

Program Services

DescriptionGrantsExpenses
SUPPORT PUBLIC EDUCATION AND PROMOTE THE PROFESSIONAL INTEREST OF PUBLIC SCHOOL EDUCATORS AND PROTECT RETIREMENT BENEFITS.$1,800$20,441
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA MENDELLPresidentPT$0--
ROBERT HEDGESTreasurerPT$0--
FRANK DAYAKBoard MemberPT$0--
MARY ANN ERDMANNBoard MemberPT$0--
MARY FLATTERYBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Long Beach Division - California
EIN
95-3044853
Phone
5623071347
Address
2712 HACKETT AVE, LONG BEACH, CA 90815

Signing Officer

Name
Robert Hedges
Title
Treasurer
Signed
2018-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Parsfin Inc
Address
1296 E GIBSON ROAD STE A 230, WOODLAND, CA 95776
Preparer
Brad Parsons
Phone
5309332723
Supplemental Narrative

Additional Explanations

Page 1 Part I Line 17

“$156 correspondence $419 conventions $51 courtesy $992 legislation”

Page 1 Part I Line 17 Continuation

“$12,205 luncheon $4,242 newsletter $72 office supplies $1,800 teacher grants”

Page 1 Part I Line 17 Continuation

“$45 nonprofit fees $25 website maintenance $19,827 total other expenses”

Page 2 Part III Line Primary Exempt Purpose Continuation

“Promote the professional interest of public school educators and protect retirement benefits.”

Raw XML Appendix109 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0614
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT HEDGES
IRS990EZ/BooksInCareOfDetail/PhoneNum05623071347
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02712 HACKETT AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090815
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0291773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0458173
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0172107
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0166400
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0291773
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0458173
IRS990EZ/GrossReceiptsAmt0186841
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt039
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014695
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0291773
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0458173
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0291773
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0458173
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIA MENDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT HEDGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANK DAYAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY ANN ERDMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY FLATTERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019827
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT PUBLIC EDUCATION AND
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT PUBLIC EDUCATION AND PROMOTE THE PROFESSIONAL INTEREST OF PUBLIC SCHOOL EDUCATORS AND PROTECT RETIREMENT BENEFITS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020441
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020441
IRS990EZ/TotalProgramServiceExpensesAmt020441
IRS990EZ/TotalRevenueAmt0186841
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$156 CORRESPONDENCE $419 CONVENTIONS $51 COURTESY $992 LEGISLATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$12,205 LUNCHEON $4,242 NEWSLETTER $72 OFFICE SUPPLIES $1,800 TEACHER GRANTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$45 NONPROFIT FEES $25 WEBSITE MAINTENANCE $19,827 TOTAL OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROMOTE THE PROFESSIONAL INTEREST OF PUBLIC SCHOOL EDUCATORS AND PROTECT RETIREMENT BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 PART I LINE 17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE 1 PART I LINE 17 CONTINUATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PAGE 1 PART I LINE 17 CONTINUATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PAGE 2 PART III LINE PRIMARY EXEMPT PURPOSE CONTINUATION
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HEDGES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONG BEACH DIVISION - CALIFORNIA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIRED TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0953044853
ReturnHeader/Filer/PhoneNum05623071347
ReturnHeader/Filer/USAddress/AddressLine1Txt02712 HACKETT AVE
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090815
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F65826A90D66A27B6A26D9183D21F248613276E7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F65826A90D66A27B6A26D9183D21F248613276E7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.14.162.178
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202158331
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARSFIN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01296 E GIBSON ROAD STE A 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095776
ReturnHeader/PreparerPersonGrp/PhoneNum05309332723
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD PARSONS
ReturnHeader/ReturnTs02018-09-29T12:03:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$458,173
Liabilities
$0
Net assets
$458,173
Revenue
$186,841
Expenses
$20,441
Net income
$166,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$1.87$0.20$1.66
2013Summary only. Only limited summary data is available for this year.$2.51$0.00$0.29$0.32$0.02
2012Summary only. Only limited summary data is available for this year.$2.54$0.00$0.33$0.26$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$2.46$0.34$0.24$0.09