California Retired Teachers Association
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,373,971 | 1,410,084 | −36,113 | 6.8 | 18% |
| 2012 | 1,441,462 | 1,495,302 | −53,840 | 5.8 | 17% |
| 2013 | 1,366,484 | 1,354,397 | 12,087 | 6.8 | 19% |
| 2014 | 1,336,883 | 1,361,456 | −24,573 | 7.2 | 25% |
| 2015 | 1,405,699 | 1,377,506 | 28,193 | 7.0 | 25% |
| 2016 | 1,563,174 | 1,419,680 | 143,494 | 8.0 | 26% |
| 2017 | 1,582,828 | 1,496,211 | 86,617 | 8.7 | 7% |
| 2018 | 1,810,266 | 1,492,624 | 317,642 | 15.1 | 8% |
| 2019 | 1,685,505 | 1,544,392 | 141,113 | 16.5 | 20% |
| 2020 | 1,736,383 | 1,293,078 | 443,305 | 26.7 | 24% |
| 2021 | 1,963,670 | 1,304,149 | 659,521 | 34.1 | 22% |
| 2022 | 1,960,257 | 1,601,949 | 358,308 | 25.9 | 21% |
| 2023 | 1,990,513 | 1,666,139 | 324,374 | 29.3 | 19% |
In its most recent public year (2023), this organization brought in $324,374 more than it spent. Its reserves stood at about 29.3 months of spending, up from 6.8 in 2011. Staff pay was 19% of spending. $1,803,502 of its net assets are donor-restricted.
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