CALIFORNIA RETIRED TEACHERS ASSOCI… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

ANN EVERS

Phone

7078592084

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA RETIRED TEACHERS ASSOCIATION, founded in 1985, is a micro nonprofit that reported $67K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $25K, a strong 38% operating margin.

Mission

To protect and advocate for retired teachers, active educators' pensions and other benefits, and support education for our communities.

Program Service Accomplishments

Program 1

Expenses: $41,158

C. Shirley Michael Scholarship program provides scholarships to Solano County residents in teacher training programs

Program 2

Retired teachers meet for monthly luncheons to discuss current events and how the current events impact our mission. Monthly newsletter and annual directory to maintain contact and communication.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $12,931

Investment Income $46,209

Other Revenue $8,285

TOTAL REVENUE $67,425

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,158

Other Expenses $21,983

TOTAL EXPENSES $41,983

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,425	$60,721	+0.1%
Expenses	$41,983	$40,755	+0.0%
Net Income	$25,442	$19,966	+0.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN EVERS	Treasurer	2.00	Officer	$0	$0	$0
DOROTHY JOHNSON	CORRESPOND. SEC	2.00	Officer	$0	$0	$0
AL MENDLE	President	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$67,425	$41,983	$841,506	$25,442
2024	$60,721	$40,755	$775,091	$19,966
2023	$63,365	$41,125	$710,180	$22,240
2022	$54,011	$35,673	$667,402	$18,338
2021	$133,617	$27,147	$718,796	$106,470
2020	$51,196	$36,647	$612,325	$14,549
2019	$51,062	$56,761	$635,167	$-5,699

CALIFORNIA RETIRED TEACHERS ASSOCIATION