Nonprofit · EIN 94-1547831
CALIFORNIA RETIRED TEACHERS ASSOCIATION
Also known as IV-02 EAST BAY
Tax-exempt · ALAMEDA, CA 94501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $28,617 | $40,094 | -$11,477 | $274,460 | – | $274,460 |
| June 30, 2024 | 990-EZ | $38,378 | $40,536 | -$2,158 | $274,080 | – | $274,080 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,242
- Program service revenue
- $4,479
- Investment income
- $4,729
- Net gain from sales of assets
- $11,167
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $3,974
- Occupancy
- $2,542
- Printing, publications and postage
- $11,077
- Other expenses
- $22,501
- Program services (functional)
- $35,288
Balance sheet and other
- Total assets, start of year
- $274,080
- Total assets, end of year
- $274,460
- Total liabilities, end of year
- –
- Net assets, end of year
- $274,460
- Cash, savings and investments
- $274,460
- Gross receipts
- $103,496
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA NUNLEY | CO-PRESIDENT | 5 | $0 |
| CAROLYN RISING | CO-PRESIDENT | 5 | $0 |
| YOLANDA ANTHONY | VICE PRESIDE | 5 | $0 |
| MARIANNE WILLIAMS-FILIPPI | SECRETARY | 5 | $0 |
| JACK MATHIESON | TREASURER | 5 | $0 |
990-EZ for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA TAYLOR | PRESIDENT | 5 | $0 |
| MARIANNE WILLIAMS-FILIPPI | SECRETARY | 5 | $0 |
| JACK MATHIESON | TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1200, ALAMEDA, CA 94501-0127
- In care of
- % JACK R MATHIESON
- Signed the 990-EZ
- JACK MATHIESON, TREASURER
- Phone
- (510) 522-3062
- Return prepared by
- MARJTAX INCORPORATED
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1547831 or by the name CALIFORNIA RETIRED TEACHERS ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
GRANTS & SCHOLARSHIPS TO TEACHERS
Program accomplishments
- FELLOWSHIP OF RETIRED CALIFORNIA SCHOOL TEACHERS AND PROMOTION OF EDUCATION AND EDUCATORS IN CALIFORNIAExpenses $35,288
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-1547831
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Group exemption
- 2170: CALIFORNIA RETIRED TEACHERS ASSOCIATION
- Assets (IRS master file)
- $274,460
- Income (IRS master file)
- $103,496
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $28,617 | $40,094 | $274,460 | XML |
| 990-EZ | June 2024 | $38,378 | $40,536 | $274,080 | IRS |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1547831).
Questions about CALIFORNIA RETIRED TEACHERS ASSOCIATION
- What is the EIN of CALIFORNIA RETIRED TEACHERS ASSOCIATION?
- The employer identification number (EIN) of CALIFORNIA RETIRED TEACHERS ASSOCIATION is 94-1547831.
- Is CALIFORNIA RETIRED TEACHERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1971.
- Are donations to CALIFORNIA RETIRED TEACHERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA RETIRED TEACHERS ASSOCIATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CALIFORNIA RETIRED TEACHERS ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA RETIRED TEACHERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of CALIFORNIA RETIRED TEACHERS ASSOCIATION?
- The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA RETIRED TEACHERS ASSOCIATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $28,617, expenses of $40,094 and total assets of $274,460 at year end.
Other nonprofits in ALAMEDA
- OPERATING ENGINEERS LOCAL UNION NO 3 VACATION HOLIDAY AND SICK PAY EIN 81-6631261 · last filed 990 for 2024
- FELTON INSTITUTE EIN 94-1156530 · last filed 990 for 2025
- SACRAMENTO AREA ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND EIN 94-2773477 · last filed 990 for 2024
- PIPE TRADES DISTRICT COUNCIL-36 HEALTH AND WELFARE TRUST FUND EIN 94-6082955 · last filed 990 for 2024
- MERCY RETIREMENT CARE CENTER EIN 94-1156579 · last filed 990 for 2025
- ALAMEDA POINT COLLABORATIVE INC EIN 94-3361464 · last filed 990 for 2025
- NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY FUND EIN 94-6073089 · last filed 990 for 2025
- CENTER FOR THE COLLABORATIVE CLASSROOM EIN 94-2311291 · last filed 990 for 2025