California Retired Teachers Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 16,737 | 13,675 | 3,062 | 29.4 | — |
| 2013 | 19,346 | 14,120 | 5,226 | 32.9 | — |
| 2014 | 16,683 | 13,925 | 2,758 | 35.7 | — |
| 2015 | 17,682 | 16,254 | 1,428 | 31.7 | — |
| 2016 | 21,892 | 11,976 | 9,916 | 52.9 | — |
| 2017 | 18,481 | 16,763 | 1,718 | 39.0 | — |
| 2018 | 20,422 | 12,526 | 7,896 | 59.8 | — |
| 2019 | 19,270 | 14,781 | 4,489 | 54.3 | — |
| 2020 | 20,280 | 10,047 | 10,233 | 92.2 | — |
| 2021 | 24,193 | 11,094 | 13,099 | 97.6 | — |
| 2022 | 20,363 | 14,946 | 5,417 | 76.8 | — |
| 2023 | 20,241 | 22,522 | −2,281 | 49.8 | — |
In its most recent public year (2023), this organization spent $2,281 more than it brought in. Its reserves stood at about 49.8 months of spending, up from 29.4 in 2012.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
California Retired Teachers Association's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works