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Nonprofit · EIN 68-0562837

CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT

Tax-exempt · SACRAMENTO, CA 95815

Financials

$157K$135K2022$211K$148K2023$234K$158K2024
Revenue Expenses · by fiscal year end
Financials of CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$233,874$158,201$75,673$3,258,870$15,513$3,243,357
June 30, 2024990$211,459$147,641$63,818$3,007,829$10,125$2,997,704
June 30, 2023990$156,988$134,828$22,160$2,764,523$6,633$2,757,890
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$4,062
Program service revenue
$0
Investment income
$229,812
Net gain from sales of assets
$79,316
Other revenue
$0

Expenses

Grants and similar amounts paid
$119,210
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$4,798
Program services (functional)
$122,315
Management and general (functional)
$35,886

Balance sheet and other

Total assets, start of year
$3,007,829
Total assets, end of year
$3,258,870
Total liabilities, end of year
$15,513
Net assets, end of year
$3,243,357
Publicly traded securities
$3,217,115
Net assets with donor restrictions
$3,243,357
Gross receipts
$233,874
Employees
0
Volunteers
9
Year formed
2003
State of legal domicile
CA

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Mary BryantChair
Trustee or director, Officer
0$0
Georgianna LigVice Chair
Trustee or director, Officer
0$0
Peter PaolinoTreasurer
Trustee or director, Officer
0$0
Terrie BerryCo Treasurer
Trustee or director, Officer
0$0
Carol KalamaraSecretary
Trustee or director, Officer
0$0
Angelique HillCEO
Officer
0$0
Charlene HenleMember
Trustee or director
0$0
Diatra StearnMember
Trustee or director
0$0
JoAnn CoppMember
Trustee or director
0$0
Nancy RobertsMember
Trustee or director
0$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
Mark AllenPresident
Trustee or director, Officer
1$0
G LightVice President
Trustee or director, Officer
1$0
Peter PaolinoTreasurer
Trustee or director, Officer
1$0
C KalamarasSecretary
Trustee or director
1$0
Angelique HillMember
Trustee or director
1$0
C HenleyMember
Trustee or director
1$0
Diatra StearnMember
Trustee or director
1$0
Becky CarrollMember
Trustee or director
1$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensation
Susan DixonPresident
Trustee or director, Officer
1$0
G LightVice President
Trustee or director, Officer
1$0
Peter PaolinoTreasurer
Trustee or director, Officer
1$0
C KalamarasSecretary
Trustee or director, Officer
1$0
Angelique HillMember
Trustee or director
1$0
C HenleyMember
Trustee or director
1$0
Cathie KinnardMember
Trustee or director
1$0
Becky CarrollMember
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1900 POINT WEST WAY STE 212, SACRAMENTO, CA 95815-4704
In care of
% NORMAN GOULD
Principal officer (990 for 2024)
Angelique Hill, 1900 Point West Way Suite 212, SACRAMENTO, CA 95815
Signed the 990
Angelique Hill, CEO
Phone
(916) 923-2200
Return prepared by
PARSFIN INC

California records

California keeps its own records of charities and corporations. Search them by EIN 68-0562837 or by the name CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

To provide a continuing statewide scholarship fund for students of California public universities enrolled in teacher preparation programs.

990 for the year ended June 30, 2025

Program accomplishments

  • To provide a continuing statewide scholarship fund for students of
    Expenses $122,315

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
68-0562837
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2003
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$3,258,870
Income (IRS master file)
$233,874

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$233,874$158,201$3,258,870IRS
990June 2024$211,459$147,641$3,007,829IRS
990June 2023$156,988$134,828$2,764,523XML
990June 2022$164,853$122,437$2,618,865IRS
990June 2021–––IRS
990June 2018–––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 68-0562837).

Questions about CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT

What is the EIN of CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT?
The employer identification number (EIN) of CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT is 68-0562837.
Is CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT 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 ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT?
The 990 for the year ended June 30, 2025 names Angelique Hill.
Who are the officers and directors of CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does CALIFORNIA RETIRED TEACHERS ASSOC- LAURA E SETTLE SCHOLARSHIP FOUNDAT have?
On its 990 for the year ended June 30, 2025 it reported revenue of $233,874, expenses of $158,201 and total assets of $3,258,870 at year end.

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