AUMdb

California Teachers Association

EIN 941463275 · 501(c)(5) · Public charity · Concord, CA · recognized 1976

Assets
$618K
Revenue
$563K
Expenses
$456K
Investment income
$11.3K

Form 990 fiscal year ended 08/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Linda Ortega President/cta $0 $0
Alissa Juarez Vp/treas./cta $0 $0
Beverly Grafft Secretary $0 $0
Lori Shiota Uno Delegate $0 $0
Edy Fairbanks Delegate $0 $0
Elaine Baker Delegate $0 $0
Jane Smith Delegate $0 $0
Craig Yen Delegate $0 $0
Jane Baulch Enloe Delegate $0 $0
Sharon Simone Delegate $0 $0
Julia Jameyson Delegate/cta $0 $0
Kipp Penovich Delegate $0 $0
Libby Mc Donagh Delegate $0 $0
Dan Reynolds Cta exec. dir $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
08/31/2025 $618K $563K $456K 990 990 · obj 202503379349301215 IRS ↗
08/31/2024 $561K $408K $420K 990 990 · obj 202510239349301606 IRS ↗