Civic Intelligence

California Retired Teachers Baldy View DIV 61

EIN 95-3668367 • 501(c)4 • Upland, CA

990-N Coverage

Profile

Provide scholarships for college student

PO Box 581Upland, CA 91785
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

$239,887

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$239,887

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin97th percentile

Revenue

$176,152

No earlier filing loaded for comparison.

Expenses

$33,875

No earlier filing loaded for comparison.

Net Income

$142,277

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2023: $239,887Liabilities 2023: $0Net Assets 2023: $239,8872023

Highlighted filing

2023

Assets$239,887
Liabilities$0
Net Assets$239,887
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0Revenue 2023: $176,152Expenses 2023: $33,875Net Income 2023: $142,2772023

Highlighted filing

2023

Revenue$176,152
Expenses$33,875
Net Income$142,277
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$239,887
Liabilities
$0
Net assets
$239,887
Revenue
$176,152
Expenses
$33,875
Net income
$142,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$1.76$0.34$1.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 29, 2023
Return Version
2022v5.0
Gross Receipts
$176,152
Mission and Program Overview

Mission

Provide scholarships for college student

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AWARDED TO STUDENTS PURSUING TEACHING CREDENTIALS$30,000-
FUNDS FOR TEACHERS CLASSROOM SUPPLIES$3,000-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ENID L CARROLLPresidentPT$0--
NOREEN M KISTNETTreasurerPT$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
California Retired Teachers Baldy View Div 61
EIN
95-3668367
Address
PO BOX 581, Upland, CA 91785

Signing Officer

Name
Enid L Carrol
Title
President
Phone
9513142979
Signed
2023-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Rancho Tax Services Inc
Address
10630 Town Center Dr Ste 109, Rancho Cucamonga, CA 91730
Preparer
Diane Martin
Phone
9095388880
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity SCHOLARSHIPS Grantee VARIOUS STUDENTS Amount 30,000Activity TEACHERS FUNDS PUBLIC SCHOOLS Grantee VARIOUS TEACHERS Amount 3,000”

Description of other expenses Part I line 16

“Description AmountINSURANCE 557SUPPLIES 70ROUNDING (2)”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0NOREEN M KISTNET
IRS990EZ/BooksInCareOfDetail/PhoneNum09513142979
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 581
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Upland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091785
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097610
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0239887
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0174963
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0142277
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097610
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0239887
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033000
IRS990EZ/GrossReceiptsAmt0176152
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01189
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097610
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0239887
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097610
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0239887
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ENID L CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NOREEN M KISTNET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0625
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS FOR COLLEGE STUDENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AWARDED TO STUDENTS PURSUING TEACHING CREDENTIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDS FOR TEACHERS CLASSROOM SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033875
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0176152
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0174963
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0194917
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01189
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0248
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0180
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0200
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0200
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01189
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0248
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02017
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98980
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0194917
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0174963
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02048
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07906
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/Total509Grp/TotalAmt0194917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0176152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05200
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0196934
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity SCHOLARSHIPS Grantee VARIOUS STUDENTS Amount 30,000Activity TEACHERS FUNDS PUBLIC SCHOOLS Grantee VARIOUS TEACHERS Amount 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountINSURANCE 557SUPPLIES 70ROUNDING (2)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ENID L CARROL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09513142979
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA RETIRED TEACHERS BALDY VIEW DIV 61
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0953668367
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 581
ReturnHeader/Filer/USAddress/CityNm0Upland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091785
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471722754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rancho Tax Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010630 Town Center Dr Ste 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rancho Cucamonga
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091730
ReturnHeader/PreparerPersonGrp/PhoneNum09095388880
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane Martin
ReturnHeader/ReturnTs02023-09-14T19:22:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ENID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARROL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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