Civic Intelligence

California Retired Teachers Association Kern Division

EIN 95-3862384 • 501(c)4 • Bakersfield, CA

Profile

To provide a meeting forum for retired teachers

PO Box 6275Bakersfield, CA 93386

n/A

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 2014

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

37th percentile

-4.4%

Higher net margin than 37% of similar nonprofits.

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

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 2014

Asset Growth

43rd percentile

-4.8%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

39th percentile

-9.0%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$19,312

Down $979 (-4.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Down

$19,312

Down $979 (-4.8%) from 2013

Operations
Liabilities / Revenue61st percentileNet Margin37th percentile

Revenue

Down

$22,501

Down $2,235 (-9.0%) from 2013

Expenses

Up

$23,480

Up $2,974 (+15%) from 2013

Net Income

Down

-$979

Down $5,209 (-123%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$30K$20K$10K$0Assets 2012: $16,061Liabilities 2012: $02012Assets 2013: $20,291Liabilities 2013: $0Net Assets 2013: $20,2912013Assets 2014: $19,312Liabilities 2014: $0Net Assets 2014: $19,3122014

Highlighted filing

2014

Assets$19,312
Liabilities$0
Net Assets$19,312
Open 2014 Filing

Operations Trend

Revenue Growth39th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $22,500Expenses 2012: $19,119Net Income 2012: $3,3812012Revenue 2013: $24,736Expenses 2013: $20,506Net Income 2013: $4,2302013Revenue 2014: $22,501Expenses 2014: $23,480Net Income 2014: -$9792014

Highlighted filing

2014

Revenue$22,501
Expenses$23,480
Net Income-$979
Open 2014 Filing

Filings

Most recent year

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

Open filing
Assets
$19,312
Liabilities
$0
Net assets
$19,312
Revenue
$22,501
Expenses
$23,480
Net income
-$979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$22.5$23.5$0.98
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$0.00$20.3$24.7$20.5$4.23
2012Summary only. Only limited summary data is available for this year.$16.1$0.00$22.5$19.1$3.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 29, 2014
Return Version
2013v3.1
Gross Receipts
$22,501
Mission and Program Overview

Mission

To provide a meeting forum for retired teachers

Program Services

DescriptionGrantsExpenses
SPELLING BEE$1,180-
GRANTS FOR BOOKS TO FIRST AND SECOND YEAR TEACHERS$744-
BEAUTIFICATION OF CALIFORNIA FORESTS$719-
TEACHER OF THE YEAR$200-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY WOLDFirst V.P.PT$0--
ANNA POGGISecond V.P.PT$0--
JIM MAHONEYPresidentPT$0--
DENICE METTLETreasurerPT$0--
LINDA CARBAJALRecording Sec.PT$0--
Filing and Contact Details

Filer

EIN
95-3862384
Phone
6618716392

Signing Officer

Name
Jim Mahoney
Title
President
Signed
2014-10-29
Discuss with paid preparer
Yes

Preparer

Preparer
Silver D Sack CPA
Phone
6613259451
Supplemental Narrative

Additional Explanations

Other Revenue.1

“ADVERTISING $75”

Other Expenses.1002

“Office Expenses $5494”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1780”

Other Expenses.1012

“Insurance $331”

Other Expenses.2

“NINETY PLUS $1215”

Other Expenses.3

“SPELLING BEE $1180”

Other Expenses.4

“New teacher book grants $744”

Other Expenses.5

“PENNIES FOR PINES $719”

Other Expenses.6

“TEACHER OF THE YEAR $200”

Other Expenses.7

“LEGISLATION $184”

Raw XML Appendix132 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/BooksInCareOfDetail/PersonNm0DENICE METTLE
IRS990EZ/BooksInCareOfDetail/PhoneNum06613230210
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102608 5TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0BAKERSFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0933041802
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020291
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019312
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-979
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020291
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019312
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt022501
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt021696
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020291
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019312
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020291
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019312
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHIRLEY WOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNA POGGI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM MAHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENICE METTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDA CARBAJAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FIRST V.P.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECOND V.P.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SEC.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011847
IRS990EZ/OtherRevenueTotalAmt075
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A MEETING FORUM FOR RETIRED TEACHERS
IRS990EZ/PrintingPublicationsPostageAmt011633
IRS990EZ/ProgramServiceRevenueAmt0719
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS FOR BOOKS TO FIRST AND SECOND YEAR TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BEAUTIFICATION OF CALIFORNIA FORESTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER OF THE YEAR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SPELLING BEE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0744
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1719
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2200
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31180
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023480
IRS990EZ/TotalProgramServiceExpensesAmt02843
IRS990EZ/TotalRevenueAmt022501
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $5494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $1780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NINETY PLUS $1215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPELLING BEE $1180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NEW TEACHER BOOK GRANTS $744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PENNIES FOR PINES $719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TEACHER OF THE YEAR $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LEGISLATION $184
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM MAHONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10CALIFORNIA RETIRED TEACHERS
ReturnHeader/Filer/BusinessName/BusinessNameLine20ASSOCIATION KERN DIVISION
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0953862384
ReturnHeader/Filer/PhoneNum06618716392
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 6275
ReturnHeader/Filer/USAddress/City0BAKERSFIELD
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Mickey Casanova & Sack
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101735 - 28th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Bakersfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093301
ReturnHeader/PreparerPersonGrp/PhoneNum06613259451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SILVER D SACK CPA
ReturnHeader/ReturnTs02014-10-29T10:48:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits