California Retired Teachers Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | −37,732 | 17,413 | −55,145 | 191.3 | — |
| 2012 | 22,376 | 13,935 | 8,441 | 249.4 | — |
| 2013 | 28,005 | 13,857 | 14,148 | 263.0 | — |
| 2014 | 23,526 | 14,976 | 8,550 | 250.2 | — |
| 2015 | 27,544 | 16,681 | 10,863 | 232.5 | — |
| 2016 | 5,523 | 31,317 | −25,794 | 113.9 | — |
| 2017 | 993 | 19,069 | −18,076 | 175.7 | — |
| 2018 | 13,556 | 31,507 | −17,951 | 99.5 | — |
| 2019 | 20,968 | 26,492 | −5,524 | 115.9 | 0% |
| 2020 | −5,817 | 19,891 | −25,708 | 136.3 | — |
| 2021 | 57,539 | 17,394 | 40,145 | 187.8 | 0% |
| 2022 | 14,351 | 31,561 | −17,210 | 89.7 | — |
| 2023 | 21,699 | 36,161 | −14,462 | 83.4 | — |
In its most recent public year (2023), this organization spent $14,462 more than it brought in. Its reserves stood at about 83.4 months of spending, down from 191.3 in 2011.
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