Civic Intelligence

Boston Public School Teachers Retirement Fund Association

EIN 04-2080791 • 501(c)11 • Boston, MA

Profile

See attached statement on schedule o.an act to provide for a public school teachers retirement fund in the city of boston. The fund shall consist of invested permanent and general funds. The general fund will be drawn upon for the purposes of this act: to pay out annuity distributions to any qualifying retired boston school teachers.

PO Box 6246Boston, MA 02114

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-94%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$22,439

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

15th percentile

-9.6%

Faster asset growth than 15% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

9.0%

Faster revenue growth than 51% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$1,288,760

Down $136,809 (-9.6%) from 2023

Liabilities

Up

$1,220

Up $608 (+99%) from 2023

Net Assets

Down

$1,287,540

Down $137,417 (-9.6%) from 2023

Operations
Liabilities / Revenue41st percentileNet Margin5th percentile

Revenue

Up

$145,473

Up $12,067 (+9.0%) from 2023

Expenses

Down

$282,890

Down $2,865 (-1.0%) from 2023

Net Income

Up

-$137,417

Up $14,932 (+9.8%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,942,547Liabilities 2011: $403Net Assets 2011: $3,942,1442011Assets 2012: $3,664,616Liabilities 2012: $644Net Assets 2012: $3,663,9722012Assets 2013: $3,386,600Liabilities 2013: $161Net Assets 2013: $3,386,4392013Assets 2014: $3,123,267Liabilities 2014: $161Net Assets 2014: $3,123,1062014Assets 2015: $2,893,426Liabilities 2015: $172Net Assets 2015: $2,893,2542015Assets 2016: $2,669,960Liabilities 2016: $173Net Assets 2016: $2,669,7872016Assets 2017: $2,469,912Liabilities 2017: $173Net Assets 2017: $2,469,7392017Assets 2018: $2,278,684Liabilities 2018: $173Net Assets 2018: $2,278,5112018Assets 2019: $2,113,715Liabilities 2019: $213Net Assets 2019: $2,113,5022019Assets 2020: $1,942,856Liabilities 2020: $675Net Assets 2020: $1,942,1812020Assets 2021: $1,758,420Liabilities 2021: $10,320Net Assets 2021: $1,748,1002021Assets 2022: $1,577,621Liabilities 2022: $315Net Assets 2022: $1,577,3062022Assets 2023: $1,425,569Liabilities 2023: $612Net Assets 2023: $1,424,9572023Assets 2024: $1,288,760Liabilities 2024: $1,220Net Assets 2024: $1,287,5402024

Highlighted filing

2024

Assets$1,288,760
Liabilities$1,220
Net Assets$1,287,540
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2011: $387,8992011Expenses 2012: $394,6412012Revenue 2013: $113,678Expenses 2013: $391,211Net Income 2013: -$277,5332013Revenue 2014: $100,436Expenses 2014: $363,769Net Income 2014: -$263,3332014Revenue 2015: $94,222Expenses 2015: $324,074Net Income 2015: -$229,8522015Revenue 2016: $94,474Expenses 2016: $317,941Net Income 2016: -$223,4672016Revenue 2017: $115,203Expenses 2017: $315,251Net Income 2017: -$200,0482017Revenue 2018: $114,853Expenses 2018: $306,081Net Income 2018: -$191,2282018Revenue 2019: $136,946Expenses 2019: $301,955Net Income 2019: -$165,0092019Revenue 2020: $119,222Expenses 2020: $290,543Net Income 2020: -$171,3212020Revenue 2021: $90,451Expenses 2021: $284,532Net Income 2021: -$194,0812021Revenue 2022: $90,414Expenses 2022: $261,208Net Income 2022: -$170,7942022Revenue 2023: $133,406Expenses 2023: $285,755Net Income 2023: -$152,3492023Revenue 2024: $145,473Expenses 2024: $282,890Net Income 2024: -$137,4172024

Highlighted filing

2024

Revenue$145,473
Expenses$282,890
Net Income-$137,417
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,288,760
Liabilities
$1,220
Net assets
$1,287,540
Revenue
$145,473
Expenses
$282,890
Net income
-$137,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.15$0.28$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.42$0.13$0.29$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.09$0.26$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.01$1.75$0.09$0.28$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.12$0.29$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.14$0.30$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.11$0.31$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.12$0.32$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.09$0.32$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.09$0.32$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.10$0.36$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.00$3.39$0.11$0.39$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.00$3.66$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.00$3.94$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 8, 2025
Return Version
2023v6.0
Gross Receipts
$145,473
Mission and Program Overview

Mission

See attached statement on schedule o.an act to provide for a public school teachers retirement fund in the city of boston. The fund shall consist of invested permanent and general funds. The general fund will be drawn upon for the purposes of this act: to pay out annuity distributions to any qualifying retired boston school teachers.

See attached statement on schedule o.an act to provide for a public school teachers retirement fund in the city of boston. The fund shall consist of invested permanent and general funds. The general fund will be drawn upon for the purposes of this act: to pay out distributions to any qualifying retired boston school teachers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,396,809$1,288,760▼ $108,049
Cash and Non-Interest-Bearing Accounts$28,760$0▼ $28,760
Total Assets$1,425,569$1,288,760▼ $136,809
Liabilities
Other Liabilities$612$1,220▲ $608
Total Liabilities$612$1,220▲ $608
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,424,957$1,287,540▼ $137,417
Total Net Assets Fund Balance$1,424,957$1,287,540▼ $137,417
Total Liabilities and Net Assets / Fund Balance$1,425,569$1,288,760▼ $136,809
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Maureen GageSecretaryPT$22,439$22,439

Board Members and Trustees

NameTitle
Stephen KellyPresident, Trustee
Kathleen CarrollTrustee
Monique BynoeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$74,674
Program Service Revenue
$0
Investment Income
$70,799
Other Revenue
$0
Change in Net Assets
$-137,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$24,398
Other Expenses$16,697
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$241,795--$241,795
Current Officers, Directors, Trustees, and Key Employees-$22,439-$22,439
Fees for Services Accounting-$14,995-$14,995
Payroll Taxes-$1,959-$1,959
Fees for Service Investment Mgmnt Fees$586--$586
Other Expenses-$294-$294
Total Functional Expenses$242,381$40,509$0$282,890
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Withholdings$1,220
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The organization has members.”

Form 990, Part VI, Section A, line 7A

“The organization has members who elect the board of trustees and the officers at the annual meeting. All active, permanent teachers who contribute to the fund are allowed to vote. Non-active, retired teachers are not allowed to vote.”

Form 990, Part VI, Section B, line 11B

“Describe the process used by the organization to review this form 990: after the 990 is prepared by the cpa firm, the secretary presents the financial statements and form 990 to the governing body for explanation, review, and questions before filing.”

Form 990, Part VI, Section C, line 19

“The financial statements and form 990 are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Boston Public School Teachers Retirement
EIN
04-2080791
Phone
6176344165
Address
PO BOX 6246, BOSTON, MA 02114
Doing Business As
THE BOSTON TEACHERS' RETIREMENT FUND ASSOCIATION

Signing Officer

Name
Maureen Gage
Title
Secretary
Phone
6179577186
Signed
2025-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maureen Gage
Formed
1900
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Thomas M Pilleri CPA
Address
PO BOX 1545, WAKEFIELD, MA 01880
Phone
6176978752
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“FORM 990, SCHEDULE D, PART X, LINE 2, UNCERTAIN TAX POSITIONS UNDER FASB ASC 740: During the year ended August 31, 2024, the Fund followed Financial Accounting Standards Board ("FASB") Interpretation No. 48 "Accounting Uncertainty in Income Taxes - an interpretation of FASB Statement No. 109 ("FIN 48")". Tax regulations permit the audit of tax or information returns for three years from the filing date of such returns. Therefore, the fiscal years ended August 31, 2024, 2023, and 2022 were still open years as of the date of issuance of the accompanying financial statements.”

Raw XML Appendix282 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE ATTACHED STATEMENT ON SCHEDULE O.AN ACT TO PROVIDE FOR A PUBLIC SCHOOL TEACHERS RETIREMENT FUND IN THE CITY OF BOSTON. THE FUND SHALL CONSIST OF INVESTED PERMANENT AND GENERAL FUNDS. THE GENERAL FUND WILL BE DRAWN UPON FOR THE PURPOSES OF THIS ACT: TO PAY OUT DISTRIBUTIONS TO ANY QUALIFYING RETIRED BOSTON SCHOOL TEACHERS.
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0241795
IRS990/BenefitsToMembersGrp/TotalAmt0241795
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TREASURY DEPARTMENT
IRS990/BooksInCareOfDetail/PhoneNum06176351710
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0BOSTON CITY HALL
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002201
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt028760
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt022439
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt022439
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0241795
IRS990/CYContributionsGrantsAmt074674
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt070799
IRS990/CYOtherExpensesAmt016697
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-137417
IRS990/CYSalariesCompEmpBnftPaidAmt024398
IRS990/CYTotalExpensesAmt0282890
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0145473
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DISTRIBUTIONS TO RETIRED BOSTON SCHOOL TEACHERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0THE BOSTON TEACHERS' RETIREMENT FUND ASSOCIATION
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0241795
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014995
IRS990/FeesForServicesAccountingGrp/TotalAmt014995
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0586
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0586
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt318.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHLEEN CARROLL
IRS990/Form990PartVIISectionAGrp/PersonNm2MONIQUE BYNOE
IRS990/Form990PartVIISectionAGrp/PersonNm3MAUREEN GAGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt322439
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01900
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0145473
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt070799
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt070799
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt074674
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE ATTACHED STATEMENT ON SCHEDULE O.AN ACT TO PROVIDE FOR A PUBLIC SCHOOL TEACHERS RETIREMENT FUND IN THE CITY OF BOSTON. THE FUND SHALL CONSIST OF INVESTED PERMANENT AND GENERAL FUNDS. THE GENERAL FUND WILL BE DRAWN UPON FOR THE PURPOSES OF THIS ACT: TO PAY OUT DISTRIBUTIONS TO ANY QUALIFYING RETIRED BOSTON SCHOOL TEACHERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01424957
IRS990/NetAssetsOrFundBalancesEOYAmt01287540
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01424957
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01287540
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OFFICE SUPPLIES
IRS990/OtherExpensesGrp/Desc1PO BOX RENTAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0822
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1294
IRS990/OtherExpensesGrp/TotalAmt0822
IRS990/OtherExpensesGrp/TotalAmt1294
IRS990/OtherLiabilitiesGrp/BOYAmt0612
IRS990/OtherLiabilitiesGrp/EOYAmt01220
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01959
IRS990/PayrollTaxesGrp/TotalAmt01959
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MAUREEN GAGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROFESSIONAL INVESTMENT MANAGEMENT OF FUND ASSETS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0586
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt070799
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0231372
IRS990/PYContributionsGrantsAmt078331
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt055075
IRS990/PYOtherExpensesAmt031210
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-152349
IRS990/PYSalariesCompEmpBnftPaidAmt023173
IRS990/PYTotalExpensesAmt0285755
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0133406
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-137417
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt074674
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01396809
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01288760
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01220
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX WITHHOLDINGS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FORM 990, SCHEDULE D, PART X, LINE 2, UNCERTAIN TAX POSITIONS UNDER FASB ASC 740: During the year ended August 31, 2024, the Fund followed Financial Accounting Standards Board ("FASB") Interpretation No. 48 "Accounting Uncertainty in Income Taxes - an interpretation of FASB Statement No. 109 ("FIN 48")". Tax regulations permit the audit of tax or information returns for three years from the filing date of such returns. Therefore, the fiscal years ended August 31, 2024, 2023, and 2022 were still open years as of the date of issuance of the accompanying financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01220
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS WHO ELECT THE BOARD OF TRUSTEES AND THE OFFICERS AT THE ANNUAL MEETING. ALL ACTIVE, PERMANENT TEACHERS WHO CONTRIBUTE TO THE FUND ARE ALLOWED TO VOTE. NON-ACTIVE, RETIRED TEACHERS ARE NOT ALLOWED TO VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIBE THE PROCESS USED BY THE ORGANIZATION TO REVIEW THIS FORM 990: AFTER THE 990 IS PREPARED BY THE CPA FIRM, THE SECRETARY PRESENTS THE FINANCIAL STATEMENTS AND FORM 990 TO THE GOVERNING BODY FOR EXPLANATION, REVIEW, AND QUESTIONS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01425569
IRS990/TotalAssetsEOYAmt01288760
IRS990/TotalAssetsGrp/BOYAmt01425569
IRS990/TotalAssetsGrp/EOYAmt01288760
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt074674
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040509
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0242381
IRS990/TotalFunctionalExpensesGrp/TotalAmt0282890
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0612
IRS990/TotalLiabilitiesEOYAmt01220
IRS990/TotalLiabilitiesGrp/BOYAmt0612
IRS990/TotalLiabilitiesGrp/EOYAmt01220
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01424957
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01287540
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0242381
IRS990/TotalReportableCompFromOrgAmt022439
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt070799
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0145473
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01425569
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01288760
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02 MILTON STREET
IRS990/USAddress/CityNm0MALDEN
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002148
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MAUREEN GAGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06179577186
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOSTON PUBLIC SCHOOL TEACHERS RETIREMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0BOST
ReturnHeader/Filer/EIN0042080791
ReturnHeader/Filer/PhoneNum06176344165
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6246
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002114
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043497272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS M PILLERI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1545
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAKEFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001880
ReturnHeader/PreparerPersonGrp/PhoneNum06176978752
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-08T14:31:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.