California Retired Teachers As (EIN 946093648) - Form 990 Financial Analysis & Trantor Score

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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

1929

Legal Domicile

Principal Officer

Angelique Hill

Phone

9169232200

Tax Period

2024-07-01 to 2025-06-30

California Retired Teachers As, founded in 1929, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Expenses of $1.7M left a modest 15% surplus.

Mission

To support public education and promote the professional interest of public school educators, and protect interest in retirement benefits.

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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 $1,715,053

Program Service Revenue $0

Investment Income $252,179

Other Revenue $50,145

TOTAL REVENUE $2,017,377

Expense Breakdown

Grants Paid $11,900

Salaries & Benefits $431,006

Fundraising Expenses $0

Program Expenses $1,316,462

Other Expenses $1,276,347

TOTAL EXPENSES $1,719,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,017,377	$1,990,412	+0.0%
Expenses	$1,719,253	$1,719,546	0.0%
Net Income	$298,124	$270,866	+0.1%

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

Employees

Volunteers

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

$195,512

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Mark Allen	President	Officer Director	$0	$0	$0
Mary Bryant	Pres Elect	Officer Director	$0	$0	$0
Lorraine Marti	Secretary	Officer Director	$0	$0	$0
Chuck Denonn	Treasurer	Officer Director	$0	$0	$0
Angelique Hill	CEO	Officer	$162,978	$32,534	$195,512
Dee McFarland	Director	Director	$0	$0	$0
Nancy Roberts	Director	Director	$0	$0	$0
Sarah Pryor	Director	Director	$0	$0	$0
Barbara La Pla	Director	Director	$0	$0	$0
Teri Gerritz	Director	Director	$0	$0	$0
Mary Kay Hende	Director	Director	$0	$0	$0
Chris Tsuji	Director	Director	$0	$0	$0
Dr Jim Mahoney	Director	Director	$0	$0	$0
Sylvia Saverso	Director	Director	$0	$0	$0
Antonio Duarte	Director	Director	$0	$0	$0
Thomas Green	Director	Director	$0	$0	$0
JoAnn Copp	Director	Director	$0	$0	$0
Lee Finney	Director	Director	$0	$0	$0
Carol Kuiper	Director	Director	$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	$2,017,377	$1,719,253	$6,070,484	$298,124
2024	No data	No data	No data	No data
2023	$1,990,513	$1,666,139	$4,757,194	$324,374
2022	$1,960,257	$1,601,949	$4,079,152	$358,308
2021	$1,963,670	$1,304,149	$4,368,934	$659,521
2018	$1,810,266	$1,492,624	$2,564,053	$317,642

California Retired Teachers As