California Retired Teachers Association

Sacramento, CA
Tax-exempt since May 1971
EIN: 94-6093648

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Type of Nonprofit

Designated as a 501(c)(4) 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.

Revenue

$1.99M (2023)

Expenses

$1.67M (2023)

Total Assets

$4.76M (2023)

Total Liabilities

$691k (2023)

Source: Form 990 tax filings from 2011 to 2023

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
2023

Revenue

$1,990,513

Expenses

$1,666,139

Net Income

$324,374

Net Assets

$4,066,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,849,984	92.9%
Program Services	$0
Investment Income	$104,925	5.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$8,695
Net Inventory Sales	$1,349	0.1%
Other Revenue	$42,950	2.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$146,884	8.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$171,184	10.3%

Assets/Debt
Total Assets	$4,757,194
Total Liabilities	$691,009
Net Assets	$4,066,185

Compensation

Key Employees and Officers	Compensation	Related	Other
Angelique Hill (Exec Director)	$145,594	$0	$27,221
Susan Dixon (President)	$0	$0	$0
Mark Allen (Pres Elect)	$0	$0	$0
L Martinez (Secretary)	$0	$0	$0
Chuck Denonn (Treasurer)	$0	$0	$0
Nancy Roberts (Director)	$0	$0	$0
Jennnie Morgan (Director)	$0	$0	$0
Diane Mc Donald (Director)	$0	$0	$0
Barb La Placa (Director)	$0	$0	$0
Terry Gerritz (Director)	$0	$0	$0
Mary Henderson (Director)	$0	$0	$0
Terrie Berry (Director)	$0	$0	$0
Chris Tsuji (Director)	$0	$0	$0
Jim Mahoney (Director)	$0	$0	$0
Sylvia Hill (Director)	$0	$0	$0
Antonio Duarte (Director)	$0	$0	$0
Mary Bryan (Director)	$0	$0	$0
Jo Ann Copp (Director)	$0	$0	$0
Carol Kuiper (Director)	$0	$0	$0
Dee Mc Farland (Director)	$0	$0	$0
Greg Barker (Director)	$0	$0	$0
Becky Carroll (Director)	$0	$0	$0
Lee Finney (Director)	$0	$0	$0
Lyn Chan (Director)	$0	$0	$0

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990

Filed on May 13, 2024

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Fiscal Year Ending June
2022

Revenue

$1,960,257

Expenses

$1,601,949

Net Income

$358,308

Net Assets

$3,458,126

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,778,599	90.7%
Program Services	$0
Investment Income	$167,870	8.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,529	0.1%
Net Inventory Sales	-$14,392
Other Revenue	$26,651	1.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$162,797	10.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$166,026	10.4%

Assets/Debt
Total Assets	$4,079,152
Total Liabilities	$621,026
Net Assets	$3,458,126

Compensation

Key Employees and Officers	Compensation	Related	Other
Angelique Hill (Exec Director)	$145,635	$0	$26,520
Ron Breyer (President)	$0	$0	$0
Susan Dixon (Pres Elect)	$0	$0	$0
L Martinez (Secretary)	$0	$0	$0
John Gera (Treasurer)	$0	$0	$0
Mark Allen (Director)	$0	$0	$0
G Light (Director)	$0	$0	$0
Chueck Denonn (Director)	$0	$0	$0
Teri Gerritz (Director)	$0	$0	$0
Mary Henderson (Director)	$0	$0	$0
Steve Click (Director)	$0	$0	$0
Jim Mahoney (Director)	$0	$0	$0
Greg Barker (Director)	$0	$0	$0
Antonio Duarte (Director)	$0	$0	$0
Mary Bryant (Director)	$0	$0	$0
Becky Caroll (Director)	$0	$0	$0
Kathy O Leary (Director)	$0	$0	$0
Lyn Chan (Director)	$0	$0	$0

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990

Filed on May 13, 2023

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Fiscal Year Ending June
2021

Revenue

$1,963,670

Expenses

$1,304,149

Net Income

$659,521

Net Assets

$3,705,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$256,553	13.1%
Program Services	$1,578,983	80.4%
Investment Income	$92,000	4.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$6,494
Net Inventory Sales	$1,989	0.1%
Other Revenue	$40,639	2.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$143,050	11.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$144,287	11.1%

Assets/Debt
Total Assets	$4,368,934
Total Liabilities	$663,562
Net Assets	$3,705,372

Compensation

Key Employees and Officers	Compensation	Related	Other
Angelique Hill (Exec Director)	$115,724	$0	$27,326
Ron Breyer (President)	$0	$0	$0
Susan Dixon (Pres Elect)	$0	$0	$0
L Martinez (Secretary)	$0	$0	$0
John Gera (Treasurer)	$0	$0	$0
Mark Allen (Director)	$0	$0	$0
G Light (Director)	$0	$0	$0
Chuck Denonn (Director)	$0	$0	$0
Teri Gerritz (Director)	$0	$0	$0
Mary Henderson (Director)	$0	$0	$0
Steve Click (Director)	$0	$0	$0
Jim Mahoney (Director)	$0	$0	$0
Greg Barker (Director)	$0	$0	$0
Antonio Duarte (Director)	$0	$0	$0
Mary Bryant (Director)	$0	$0	$0
Becky Caroll (Director)	$0	$0	$0
Kathy O Leary (Director)	$0	$0	$0
Lyn Chan (Director)	$0	$0	$0

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990

Filed on May 6, 2022

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Fiscal Year Ending June
2020

Revenue

$1,736,383

Expenses

$1,293,078

Net Income

$443,305

Net Assets

$2,875,040

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$170,549	9.8%
Program Services	$1,443,233	83.1%
Investment Income	$80,746	4.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,395
Net Inventory Sales	$7,299	0.4%
Other Revenue	$35,951	2.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$155,935	12.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$154,957	12.0%

Assets/Debt
Total Assets	$3,628,820
Total Liabilities	$753,780
Net Assets	$2,875,040

990

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

PDF

Fiscal Year Ending June
2019

Revenue

$1,685,505

Expenses

$1,544,392

Net Income

$141,113

Net Assets

$2,124,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$161,210	9.6%
Program Services	$1,413,654	83.9%
Investment Income	$86,083	5.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$18,296
Net Inventory Sales	$0
Other Revenue	$42,854	2.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$124,274	8.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$185,361	12.0%

Assets/Debt
Total Assets	$2,797,920
Total Liabilities	$673,658
Net Assets	$2,124,262

990

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

PDF

Fiscal Year Ending June
2018

Revenue

$1,810,266

Expenses

$1,492,624

Net Income

$317,642

Net Assets

$1,884,206

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,504,710	83.1%
Investment Income	$72,536	4.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$16,160	0.9%
Net Inventory Sales	$0
Other Revenue	$216,860	12.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$112,510	7.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,564,053
Total Liabilities	$679,847
Net Assets	$1,884,206

Compensation

Key Employees and Officers	Compensation	Related	Other
Angelique Hill (Executive Director)	$112,510	$0	$22,502
Betty Silva (Director)	$0	$0	$0
Georgianna Light (Director)	$0	$0	$0
Charles Denonn (Director)	$0	$0	$0
Pat Seaman (Director)	$0	$0	$0
Richard Benitez (Director)	$0	$0	$0
Rich Gipson (Director)	$0	$0	$0
Gregory Barker (Director)	$0	$0	$0
Barbara Gera (Director)	$0	$0	$0
Ron Breyer (Director)	$0	$0	$0
Judy Smith (Director)	$0	$0	$0
Kathy O'leary (Director)	$0	$0	$0
Lois Selna (Director)	$0	$0	$0
Mark Allen (Director)	$0	$0	$0
Debbie Fleiner (Director)	$0	$0	$0
Irene Wetzel (President)	$0	$0	$0
Jim Mahoney (President Elect)	$0	$0	$0
Susan Goff (Secretary)	$0	$0	$0
Peter Paolino (Treasurer)	$0	$0	$0

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990

Filed on May 15, 2019

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Fiscal Year Ending June
2017

Revenue

$1,582,828

Expenses

$1,496,211

Net Income

$86,617

Net Assets

$1,079,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$5,472	0.3%
Program Services	$1,496,669	94.6%
Investment Income	$36,421	2.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$44,266	2.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$108,898	7.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,595,413
Total Liabilities	$516,302
Net Assets	$1,079,111

Compensation

Key Employees and Officers	Compensation	Related	Other
Angelique Hill (Executive Director)	$108,898	$0	$21,984
Betty Silva (Director)	$0	$0	$0
Georgianna Light (Director)	$0	$0	$0
Charles Denonn (Director)	$0	$0	$0
Pat Seaman (Director)	$0	$0	$0
Richard Benitez (Director)	$0	$0	$0
Rich Gipson (Director)	$0	$0	$0
Gregory Barker (Director)	$0	$0	$0
Barbara Gera (Director)	$0	$0	$0
Ron Breyer (Director)	$0	$0	$0
Judy Smith (Director)	$0	$0	$0
Kathy O'leary (Director)	$0	$0	$0
Lois Selna (Director)	$0	$0	$0
Irene Wetzel (President)	$0	$0	$0
Jim Mahoney (President Elect)	$0	$0	$0
Susan Goff (Secretary)	$0	$0	$0
Peter Paolino (Treasurer)	$0	$0	$0

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990

Filed on May 14, 2018

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Fiscal Year Ending June
2016

Revenue

$1,563,174

Expenses

$1,419,680

Net Income

$143,494

Net Assets

$943,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,484,927	95.0%
Investment Income	$49,314	3.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$11,596
Net Inventory Sales	$0
Other Revenue	$40,529	2.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$129,455	9.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$233,788	16.5%

Assets/Debt
Total Assets	$1,454,045
Total Liabilities	$510,268
Net Assets	$943,777

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Angelique Hill (Executive Director)	$108,517	$0	$20,672
Ken Hewitt (President)	$0	$0	$0
Irene Wetzel (President Elect)	$0	$0	$0
Peter Paolino (Treasurer)	$0	$0	$0
Jesse Perry (Secretary)	$0	$0	$0
Betty Silva (Director Area I)	$0	$0	$0
Georgianna Light (Director Area Ii)	$0	$0	$0
Marcie Launey Charles Denonn (Co Director Area Iii)	$0	$0	$0
Patricia Seaman (Director Area Iv)	$0	$0	$0
Richard Benitez (Director Area V)	$0	$0	$0
Carol Luhring James Mahoney (Co Director Area Vi)	$0	$0	$0
Barbara Ger (Director Area Viii)	$0	$0	$0
Ronald Breyer (Director Area Ix)	$0	$0	$0
Judy Smith (Director Area X)	$0	$0	$0
Kathy O'leary (Director Area Xi)	$0	$0	$0
Marianne Wurnitsch (Director Area Xii)	$0	$0	$0

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990

Filed on Jan. 25, 2017

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Fiscal Year Ending June
2015

Revenue

$1,405,699

Expenses

$1,377,506

Net Income

$28,193

Net Assets

$807,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$204	0.0%
Program Services	$1,317,417	93.7%
Investment Income	$45,685	3.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$42,393	3.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$132,460	9.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$212,956	15.5%

Assets/Debt
Total Assets	$1,400,803
Total Liabilities	$593,048
Net Assets	$807,755

Compensation

Key Employees and Officers	Compensation	Related	Other
Angelique Hill (Executive Director)	$111,271	$0	$21,189
Betty Silva (Director)	$0	$0	$0
Robert Sharp (Director)	$0	$0	$0
Chuck Denonn (Director)	$0	$0	$0
Marcie Launey (Director)	$0	$0	$0
Pat Seaman (Director)	$0	$0	$0
Richard Benitez (Director)	$0	$0	$0
Carol Luhring (Director)	$0	$0	$0
Belinda Lister (Director)	$0	$0	$0
Wendy Wengrow (Director)	$0	$0	$0
Barbara Gera (Director)	$0	$0	$0
Ron Breyer (Director)	$0	$0	$0
Judy Smith (Director)	$0	$0	$0
Kathy O'leary (Director)	$0	$0	$0
Tom Collette (Director)	$0	$0	$0
William Kipp (President)	$0	$0	$0
Ken Hewitt (President Elect)	$0	$0	$0
Jesse Perry (Secretary)	$0	$0	$0
Peter Paolino (Treasurer)	$0	$0	$0
Joseph Dion (Immediate Past President)	$0	$0	$0

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990

Filed on May 12, 2016

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Fiscal Year Ending June
2014

Revenue

$1,336,883

Expenses

$1,361,456

Net Income

-$24,573

Net Assets

$822,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$92	0.0%
Program Services	$1,245,683	93.2%
Investment Income	$35,497	2.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$55,611	4.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$129,467	9.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$204,114	15.0%

Assets/Debt
Total Assets	$1,271,780
Total Liabilities	$449,532
Net Assets	$822,248

Compensation

Key Employees and Officers	Compensation	Related	Other
Angelique Hill (Executive Director)	$108,517	$0	$20,950
Richard Benitez (Area V)	$0	$0	$0
Robert Sharp (Area Ii)	$0	$0	$0
Patricia Boyd (Area Iii)	$0	$0	$0
Patricia Seaman (Area Iv)	$0	$0	$0
Betty Silva (Area I)	$0	$0	$0
Carol Luhring (Area Vi)	$0	$0	$0
Linda Dawson (Area Vii)	$0	$0	$0
Barbara Gera (Area Viii)	$0	$0	$0
Ralph Villani (Area Ix)	$0	$0	$0
Judy Smith (Area X)	$0	$0	$0
Barbara Bethel (Area Xi)	$0	$0	$0
Tom Collette (Area Xii)	$0	$0	$0
William P Kipp (President)	$0	$0	$0
Joseph Dion (Past President)	$0	$0	$0
Jesse Perry (Secretary)	$0	$0	$0
Ken Hewitt (President Elect)	$0	$0	$0
Peter Paolino (Treasurer)	$0	$0	$0

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990

Filed on May 14, 2015

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Fiscal Year Ending June
2013

Revenue

$1,366,484

Expenses

$1,354,397

Net Income

$12,087

Net Assets

$768,049

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,155	0.1%
Program Services	$1,279,078	93.6%
Investment Income	$27,675	2.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$58,576	4.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$125,814	9.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$134,819	10.0%

Assets/Debt
Total Assets	$1,237,071
Total Liabilities	$469,022
Net Assets	$768,049

990

Filed on June 27, 2014

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

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Fiscal Year Ending June
2012

Revenue

$1,441,462

Expenses

$1,495,302

Net Income

-$53,840

Net Assets

$724,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$56,433	3.9%
Program Services	$1,275,109	88.5%
Investment Income	$37,047	2.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$72,873	5.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$116,753	7.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$135,784	9.1%

Assets/Debt
Total Assets	$1,219,493
Total Liabilities	$494,828
Net Assets	$724,665

990

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

PDF

Fiscal Year Ending June
2011

Revenue

$1,373,971

Expenses

$1,410,084

Net Income

-$36,113

Net Assets

$802,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$25	0.0%
Program Services	$1,275,757	92.9%
Investment Income	$34,374	2.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$7,626	0.6%
Net Inventory Sales	$0
Other Revenue	$56,189	4.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$119,154	8.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$135,120	9.6%

Assets/Debt
Total Assets	$1,268,762
Total Liabilities	$466,197
Net Assets	$802,565

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

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California Retired Teachers Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.99M (2023)

Expenses $1.67M (2023)

Total Assets $4.76M (2023)

Total Liabilities $691k (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2011

Extracted Financial Data

Revenue

$1.99M (2023)

Expenses

$1.67M (2023)

Total Assets

$4.76M (2023)

Total Liabilities

$691k (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005