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California Retired Teachers Association

Iv 02 East Bay
  • Alameda, CA
  • Tax-exempt since Feb. 1971
  • EIN: 94-1547831

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$38.4k (2024)

Expenses
$40.5k (2024)

Total Assets
$274k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,378
Expenses
$40,536
Net Income
-$2,158
Net Assets
$274,080
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,800
41.2%
Program Services $3,385
8.8%
Investment Income $4,651
12.1%
Net Fundraising $0
Sales of Assets $14,542
37.9%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $274,080
Total Liabilities $0
Net Assets $274,080
Compensation
Key Employees and Officers Compensation Other
Linda Taylor (President) $0 $0
Marianne Williams Filippi (Secretary) $0 $0
Jack Mathieson (Treasurer) $0 $0

Document Links

990-EZ
Filed on May 5, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,699
Expenses
$36,161
Net Income
-$14,462
Net Assets
$251,259
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,463
39.0%
Program Services $0
Investment Income $4,602
21.2%
Net Fundraising $0
Sales of Assets $4,171
19.2%
Net Inventory Sales $0
Other Revenue $4,463
20.6%
Assets/Debt
Total Assets $251,259
Total Liabilities $0
Net Assets $251,259
Compensation
Key Employees and Officers Compensation Other
Linda Taylor (Co President) $0 $0
Patricia Nunley (Co President) $0 $0
Jack Mathieson (Treasurer) $0 $0

Document Links

990-EZ
Filed on Dec. 15, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$14,351
Expenses
$31,561
Net Income
-$17,210
Net Assets
$235,883
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,273
29.8%
Net Fundraising $0
Sales of Assets $633
4.4%
Net Inventory Sales $0
Other Revenue $360
2.5%
Assets/Debt
Total Assets $235,883
Total Liabilities $0
Net Assets $235,883
Compensation
Key Employees and Officers Compensation Other
Linda Taylor (Co President) $0 $0
Patricia Nunley (Co President) $0 $0
Jack Mathieson (Treasurer) $0 $0

Document Links

990-EZ
Filed on Nov. 10, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$57,539
Expenses
$17,394
Net Income
$40,145
Net Assets
$272,232
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,157
19.4%
Program Services $0
Investment Income $5,004
8.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$1,014
Sales of Assets $42,392
73.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $272,232
Total Liabilities $0
Net Assets $272,232
Compensation
Key Employees and Officers Compensation Related Other
Carolyn Rising (President) $0 $0 $0
Lin Koistinen (Secretary) $0 $0 $0
Elyse Deekatz (President) $0 $0 $0
Jack Mathieson (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 3, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
-$5,817
Expenses
$19,891
Net Income
-$25,708
Net Assets
$225,861
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,678
Program Services $0
Investment Income $6,545
Net Fundraising -$3,933
Sales of Assets -$17,107
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $225,861
Total Liabilities $0
Net Assets $225,861

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,968
Expenses
$26,492
Net Income
-$5,524
Net Assets
$255,784
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,935
42.6%
Program Services $0
Investment Income $6,938
33.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$5,042
Sales of Assets $10,137
48.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $255,784
Total Liabilities $0
Net Assets $255,784
Compensation
Key Employees and Officers Compensation Related Other
Carolyn Rising (President) $0 $0 $0
Lin Koistinen (Secretary) $0 $0 $0
Elyse Deekatz (President) $0 $0 $0
Jack Mathieson (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$13,556
Expenses
$31,507
Net Income
-$17,951
Net Assets
$261,308
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $7,322
54.0%
Net Fundraising -$3,483
Sales of Assets $563
4.2%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $261,308
Total Liabilities $0
Net Assets $261,308

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$993
Expenses
$19,069
Net Income
-$18,076
Net Assets
$279,259
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $9,136
> 100%
Net Fundraising -$4,581
Sales of Assets -$13,361
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $279,259
Total Liabilities $0
Net Assets $279,259

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$5,523
Expenses
$31,317
Net Income
-$25,794
Net Assets
$297,335
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $7,972
> 100%
Net Fundraising -$618
Sales of Assets -$12,543
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $297,335
Total Liabilities $0
Net Assets $297,335

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$27,544
Expenses
$16,681
Net Income
$10,863
Net Assets
$323,129
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $10,139
36.8%
Net Fundraising -$4,968
Sales of Assets $13,149
47.7%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $323,129
Total Liabilities $0
Net Assets $323,129
Compensation
Key Employees and Officers Compensation Other
Harriet Hutchinson (President) $0 $0
Donna Backstrom Jones (Secretary) $0 $0
Jack Mathieson (Treasurer) $0 $0

Document Links

990-EZ
Filed on Nov. 11, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$23,526
Expenses
$14,976
Net Income
$8,550
Net Assets
$312,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $11,168
47.5%
Net Fundraising -$4,321
Sales of Assets $7,307
31.1%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $312,266
Total Liabilities $0
Net Assets $312,266
Compensation
Key Employees and Officers Compensation Other
Barbara L Robinson (President) $0 $0
Helen Sullivan (Secretary) $0 $0
Jack Mathieson (Treasurer) $0 $0

Document Links

990-EZ
Filed on Nov. 10, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$28,005
Expenses
$13,857
Net Income
$14,148
Net Assets
$303,716
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $10,548
37.7%
Net Fundraising -$2,203
Sales of Assets $9,230
33.0%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $303,716
Total Liabilities $0
Net Assets $303,716

Document Links

990-EZ
Filed on Dec. 10, 2013

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$22,376
Expenses
$13,935
Net Income
$8,441
Net Assets
$289,568
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $8,833
39.5%
Net Fundraising -$1,890
Sales of Assets $5,280
23.6%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $289,568
Total Liabilities $0
Net Assets $289,568

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
-$37,732
Expenses
$17,413
Net Income
-$55,145
Net Assets
$277,565
Notable Sources of Revenue Percent of Total Revenue
Contributions $459
Program Services $0
Investment Income $11,571
Net Fundraising -$3,446
Sales of Assets -$56,106
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $277,565
Total Liabilities $0
Net Assets $277,565

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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The data powering this website is available programmatically, via an API. Read the API documentation »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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