Form 990 for tax year 2023
Filed by CALIFORNIA ALLIANCE FOR RETIRED AMERICANS.
Totals
- Total revenue
- $667,600
- Total expenses
- $625,711
- Contributions and grants received
- $285,312
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $382,288
- Total assets, end of year
- $3,186
- Total liabilities, end of year
- $108,406
- Net assets or fund balances, end of year
- -$105,220
- Program services expenses (Part IX)
- $523,353
- Management and general expenses
- $58,477
- Fundraising expenses
- $43,881
- Program service expenses (Part III)
- $523,353
Program services were 83.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$224,975
-
1f · All other contributions, gifts and grants
$60,337
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$162,004
-
8b · Fundraising events: direct expenses
$33,095
-
8c · Net income from fundraising events
total $128,909
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Consulting & training
total $200,000 · related or exempt $200,000
-
11b · Other revenue: Expense reimbursements
total $53,379 · related or exempt $53,379
-
11e · Other revenue, total
$253,379
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $112,336 · program services $82,005 · management and general $22,467 · fundraising $7,864
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $361,093 · program services $306,929 · management and general $27,082 · fundraising $27,082
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $4,086 · program services $3,473 · management and general $306 · fundraising $307
-
10 · Payroll taxes
total $37,369 · program services $31,764 · management and general $2,802 · fundraising $2,803
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $1,537 · program services $1,306 · management and general $115 · fundraising $116
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $14,709 · program services $12,503 · management and general $1,103 · fundraising $1,103
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $20,842 · program services $17,716 · management and general $1,563 · fundraising $1,563
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $3,884 · program services $3,301 · management and general $291 · fundraising $292
-
24a · Other expenses: Education & Refreshments
total $33,197 · program services $33,197
-
24b · Other expenses: Events, Gifts & Rentals
total $16,950 · program services $14,408 · management and general $1,271 · fundraising $1,271
-
24c · Other expenses: Postage and Shipping
total $8,124 · program services $6,905 · management and general $609 · fundraising $610
-
24d · Other expenses: Dues & Subscriptions
total $4,477 · program services $3,805 · management and general $336 · fundraising $336
-
24e · All other expenses
total $7,107 · program services $6,041 · management and general $532 · fundraising $534
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $17,222 · end of year $3,186
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
25 · Other liabilities
beginning of year $164,331 · end of year $108,406
-
27 · Net assets without donor restrictions
beginning of year -$147,109 · end of year -$105,220
Mission and programs · 2023
Mission
To educate senior citizens and retirees on topics relating to their well being.
-
Educated retirees on various senior related topics, including prescription drugs and Social Security and Medicare issues. Information is provided in newsletters and brochures. Membership includes approximately 100 organizations which service approximately 600,000 members.
Expenses $523,353
As filed on the 2023 return.
Listed in Part VII
-
Jodi ReidJODI REID
Executive Direc
- Total calculated
- $112,336
- From this org
- $112,336
- From related orgs
- $0
- Other
- $0
- Hours/week
- 55
-
Nan BrasmerNAN BRASMER
Pres Emerita
- Total calculated
- $0
- Hours/week
- 5
-
Tom RankinTOM RANKIN
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Richard HoloberRICHARD HOLOBER
Secretary
- Total calculated
- $0
- Hours/week
- 8
-
Richard BensonRICHARD BENSON
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Addie BrinkleyADDIE BRINKLEY
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Pauline BrooksPAULINE BROOKS
President
- Total calculated
- $0
- Hours/week
- 15
-
Cindy YoungCINDY YOUNG
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Daniel PrinceDANIEL PRINCE
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Larry MarottaLARRY MAROTTA
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Hene KellyHENE KELLY
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Kris OrganKRIS ORGAN
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Robert TurnerROBERT TURNER
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Tish OchoaTISH OCHOA
Treasurer
- Total calculated
- $0
- Hours/week
- 8
-
Keith UmemotoKEITH UMEMOTO
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Bonnie PettyBONNIE PETTY
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Jacquetta AlexanderJACQUETTA ALEXANDER
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Editha AdamsEDITHA ADAMS
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Myrtle Braxton-EllingtonMYRTLE BRAXTON-ELLINGTON
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Nephi HancockNEPHI HANCOCK
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Jo CarsonJO CARSON
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Mary Rose OrtegaMARY ROSE ORTEGA
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Ronnie KinneyRONNIE KINNEY
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Louie DuranLOUIE DURAN
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Diana MadoshiDIANA MADOSHI
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Ernest HarrisERNEST HARRIS
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Michelle KrugMICHELLE KRUG
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Kathryn DonahueKATHRYN DONAHUE
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Mike FursmanMIKE FURSMAN
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Gayle ChenowithGAYLE CHENOWITH
VP At Large
- Total calculated
- $0
- Hours/week
- 5
-
Tish LeonTISH LEON
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Windsor YoungWINDSOR YOUNG
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Ct WeberCT WEBER
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Pat StanyoPAT STANYO
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
David WilliamsDAVID WILLIAMS
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Janie WhitefordJANIE WHITEFORD
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Ramon CastellblanchRAMON CASTELLBLANCH
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Margaret ShelledaMARGARET SHELLEDA
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Nadine PeyrucainNADINE PEYRUCAIN
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Michael NyeMICHAEL NYE
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Sandra Johnson-SimonSANDRA JOHNSON-SIMON
Vice President
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443209349312474
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.