California State Retirees
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2010 | 1,841,261 | 1,436,862 | 404,399 | 11.4 | 26% |
| 2011 | 1,975,391 | 2,234,170 | −258,779 | 5.9 | 24% |
| 2012 | 2,066,805 | 2,544,106 | −477,301 | 3.3 | 23% |
| 2013 | 2,216,608 | 1,741,294 | 475,314 | 7.9 | 25% |
| 2014 | 2,258,210 | 1,905,143 | 353,067 | 9.7 | 26% |
| 2015 | 2,395,711 | 2,043,435 | 352,276 | 11.2 | 23% |
| 2016 | 2,754,651 | 2,086,901 | 667,750 | 14.7 | 26% |
| 2017 | 2,763,575 | 2,455,353 | 308,222 | 14.5 | 20% |
| 2018 | 2,831,724 | 2,850,691 | −18,967 | 12.2 | 16% |
| 2019 | 3,080,188 | 2,381,912 | 698,276 | 20.5 | 25% |
| 2020 | 3,513,564 | 2,332,485 | 1,181,079 | 28.2 | 28% |
| 2021 | 3,460,655 | 2,891,680 | 568,975 | 25.7 | 25% |
| 2022 | 3,491,830 | 3,080,682 | 411,148 | 26.9 | 24% |
| 2023 | 3,646,447 | 3,180,620 | 465,827 | 29.8 | 27% |
In its most recent public year (2023), this organization brought in $465,827 more than it spent. Its reserves stood at about 29.8 months of spending, up from 11.4 in 2010. Staff pay was 27% of spending.
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 State Retirees'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