Civic Intelligence

New York State Retired Teachers' Assoc

EIN 14-1405516 • 501(c)4 • Amsterdam, NY

Profile

Working to improve the quality of life for all retired educators and to insure excellence in education for all children in new york state.

PO Box 490Amsterdam, NY 12010

www.nysrta.org

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-23%

Higher net margin than 11% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$104,013

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 36.7% of source-year revenue.

501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

40th percentile

1.6%

Faster asset growth than 40% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

18%

Faster revenue growth than 65% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,411,250

Up $22,241 (+1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,411,250

Up $22,241 (+1.6%) from 2023

Revenue

Up

$283,493

Up $44,068 (+18%) from 2023

Expenses

Down

$348,278

Down $12,496 (-3.5%) from 2023

Net Income

Up

-$64,785

Up $56,564 (+47%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,082,248Liabilities 2011: $0Net Assets 2011: $2,082,2482011Assets 2012: $2,040,027Liabilities 2012: $0Net Assets 2012: $2,040,0272012Assets 2013: $1,993,464Liabilities 2013: $0Net Assets 2013: $1,993,4642013Assets 2014: $1,879,383Liabilities 2014: $0Net Assets 2014: $1,879,3832014Assets 2015: $1,686,939Liabilities 2015: $0Net Assets 2015: $1,686,9392015Assets 2016: $1,683,604Liabilities 2016: $0Net Assets 2016: $1,683,6042016Assets 2017: $1,717,632Liabilities 2017: $0Net Assets 2017: $1,717,6322017Assets 2018: $1,610,646Liabilities 2018: $0Net Assets 2018: $1,610,6462018Assets 2019: $1,616,814Liabilities 2019: $0Net Assets 2019: $1,616,8142019Assets 2020: $1,692,378Liabilities 2020: $0Net Assets 2020: $1,692,3782020Assets 2021: $1,660,990Liabilities 2021: $0Net Assets 2021: $1,660,9902021Assets 2022: $1,376,441Liabilities 2022: $0Net Assets 2022: $1,376,4412022Assets 2023: $1,389,009Liabilities 2023: $0Net Assets 2023: $1,389,0092023Assets 2024: $1,411,250Liabilities 2024: $0Net Assets 2024: $1,411,2502024

Highlighted filing

2024

Assets$1,411,250
Liabilities$0
Net Assets$1,411,250

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $461,5502011Expenses 2012: $446,3802012Revenue 2013: $385,201Expenses 2013: $448,152Net Income 2013: -$62,9512013Revenue 2014: $385,590Expenses 2014: $484,701Net Income 2014: -$99,1112014Revenue 2015: $317,637Expenses 2015: $453,124Net Income 2015: -$135,4872015Revenue 2016: $366,695Expenses 2016: $380,090Net Income 2016: -$13,3952016Revenue 2017: $358,537Expenses 2017: $377,437Net Income 2017: -$18,9002017Revenue 2018: $308,904Expenses 2018: $372,807Net Income 2018: -$63,9032018Revenue 2019: $315,180Expenses 2019: $403,277Net Income 2019: -$88,0972019Revenue 2020: $347,712Expenses 2020: $378,069Net Income 2020: -$30,3572020Revenue 2021: $305,657Expenses 2021: $330,919Net Income 2021: -$25,2622021Revenue 2022: $66,616Expenses 2022: $353,595Net Income 2022: -$286,9792022Revenue 2023: $239,425Expenses 2023: $360,774Net Income 2023: -$121,3492023Revenue 2024: $283,493Expenses 2024: $348,278Net Income 2024: -$64,7852024

Highlighted filing

2024

Revenue$283,493
Expenses$348,278
Net Income-$64,785

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.28$0.35$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.24$0.36$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07$0.35$0.29
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.31$0.33$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.35$0.38$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.32$0.40$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.31$0.37$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.36$0.38$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.37$0.38$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.32$0.45$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.39$0.48$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.39$0.45$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.00$2.08$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$536,264
Mission and Program Overview

Mission

Working to improve the quality of life for all retired educators and to insure excellence in education for all children in new york state.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,276,825$1,295,080▲ $18,255
Savings and Temporary Cash Investments$101,362$111,514▲ $10,152
Cash and Non-Interest-Bearing Accounts$10,822$4,656▼ $6,166
Total Assets$1,389,009$1,411,250▲ $22,241
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,299,590$1,320,482▲ $20,892
Net Assets With Donor Restrictions$89,419$90,768▲ $1,349
Total Net Assets Fund Balance$1,389,009$1,411,250▲ $22,241
Total Liabilities and Net Assets / Fund Balance$1,389,009$1,411,250▲ $22,241
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary K BassettExecutive Office ManagerFT$74,160$29,853$104,013

Board Members and Trustees

NameTitle
William TenityChair for Bylaws
Diane BonenfantChair for Finance & Budget
Lois ThornbergChair for Friendly Service
Mary JohnsonChair for Legislation
Dell Ford JordanChair for Members
Judy FarmerChair for Nominations
Kevin MulliganImmediate Past President
James NewellPresident
Vince SmithZone Co-president
Connie LalondeZone President
Donna HarnessZone President
Eileen HolmesZone President
Janice MullinsZone President
Mary Beth TyndallZone President
Michelle ClausZone President
Ray PitcherZone President
Woody LyndakerZone President
Gayla LepageZone President/senior VP
Mary Lou WoodSecretary/zone Co-presiden
Leigh PowellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$204,865
Program Service Revenue
$0
Investment Income
$68,877
Other Revenue
$9,751
All Other Contributions
$64,897
Change in Net Assets
$-64,785

Audited Revenue Reconciliation

Revenue per Audited Statements
$276,997
Revenue Not Reported on Financial Statements
$6,496
Revenue Not Reported on Form 990
$87,026
Total Revenue per Audited Statements
$364,023
Total Revenue per Form 990
$283,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$198,531
Other Expenses$149,747
Total Fundraising Expense$7,708
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$78,011$26,002-$104,013
Other Salaries and Wages$49,777$16,593-$66,370
Office Expenses$47,365-$7,708$55,073
Conferences and Meetings$47,447--$47,447
Fees for Services Accounting-$14,908-$14,908
Other Employee Benefits$10,468$3,489-$13,957
Pension Plan Contributions$6,274$2,092-$8,366
Fees for Service Investment Mgmnt Fees-$6,496-$6,496
Payroll Taxes$4,368$1,457-$5,825
Insurance$3,646$1,216-$4,862
Travel-$378-$378
Other Expenses$8,514$375-$375
Total Functional Expenses$266,564$74,006$7,708$348,278

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$348,278
Expenses per Audited Statements$341,782
Total Expenses per Audited Statements$341,782
Expenses Not Reported on Financial Statements$6,496
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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

Dues paying members have a right to vote.

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

The association is made up of members. Members have the right to elect officers of the zone. Officers of the zone elect delegates. Delegates elect officers of the association.

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

A copy of the form 990 is prepared by the outside accounting firm. It is then reviewed by the executive office manager. Once this review is complete it is then reviewed by the signing officer. The 990 is available to other members of the board to review upon request.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements available to the public upon request at the association's offices.

Filing and Contact Details

Filer

Filer Name
NEW YORK STATE RETIRED TEACHERS' ASSOC
EIN
14-1405516
Phone
5184823509
Address
PO BOX 490, AMSTERDAM, NY 12010

Signing Officer

Name
Kathi Bassett
Title
Executive Office Manager
Phone
5184823509
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathi Bassett
Formed
1956
Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
17
Employees
2
Volunteers
30

Preparer

Firm
Bonadio & Co Llp
Address
6 WEMBLEY CT, ALBANY, NY 12205
Preparer
Kevin Testo
Phone
5184644080
Supplemental Narrative

Additional Explanations

990 Part XI Line 1

Modified cash basis is the accounting method used to prepare the form 990.

Raw XML AppendixShowing 400 of 503 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/ActivityOrMissionDesc0WORKING TO IMPROVE THE QUALITY OF LIFE FOR ALL RETIRED EDUCATORS AND TO INSURE EXCELLENCE IN EDUCATION FOR ALL CHILDREN IN NEW YORK STATE.
IRS990/AllOtherContributionsAmt064897
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KATHI BASSETT
IRS990/BooksInCareOfDetail/PhoneNum05184823509
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 490
IRS990/BooksInCareOfDetail/USAddress/CityNm0AMSTERDAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012010
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt010822
IRS990/CashNonInterestBearingGrp/EOYAmt04656
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt026002
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt078011
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0104013
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt047447
IRS990/ConferencesMeetingsGrp/TotalAmt047447
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0204865
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt068877
IRS990/CYOtherExpensesAmt0149747
IRS990/CYOtherRevenueAmt09751
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-64785
IRS990/CYSalariesCompEmpBnftPaidAmt0198531
IRS990/CYTotalExpensesAmt0348278
IRS990/CYTotalFundraisingExpenseAmt07708
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0283493
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROGRAM MEMBERSHIP SERVICES-THE NEW YORK STATE RETIRED TEACHERS' ASSOCIATION SERVES THE COMBINED INTERESTS OF RETIRED TEACHERS, EDUCATORS, ADMINISTRATORS, COLLEGE & UNIVERSITY PROFESSORS, AND OTHER PROFESSIONAL EDUCATIONAL STAFF.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt089419
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt090768
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0266564
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014908
IRS990/FeesForServicesAccountingGrp/TotalAmt014908
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06496
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06496
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2029853
IRS990/Form990PartVIISectionAGrp/PersonNm0MARY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES NEWELL
IRS990/Form990PartVIISectionAGrp/PersonNm2DONNA HARNESS
IRS990/Form990PartVIISectionAGrp/PersonNm3GAYLA LEPAGE
IRS990/Form990PartVIISectionAGrp/PersonNm4JANICE MULLINS
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY BETH TYNDALL
IRS990/Form990PartVIISectionAGrp/PersonNm6LEIGH POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm7KEVIN MULLIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm8MARY LOU WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHELLE CLAUS
IRS990/Form990PartVIISectionAGrp/PersonNm10CONNIE LALONDE
IRS990/Form990PartVIISectionAGrp/PersonNm11RAY PITCHER
IRS990/Form990PartVIISectionAGrp/PersonNm12DELL FORD JORDAN
IRS990/Form990PartVIISectionAGrp/PersonNm13LOIS THORNBERG
IRS990/Form990PartVIISectionAGrp/PersonNm14EILEEN HOLMES
IRS990/Form990PartVIISectionAGrp/PersonNm15WOODY LYNDAKER
IRS990/Form990PartVIISectionAGrp/PersonNm16VINCE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm17JUDY FARMER
IRS990/Form990PartVIISectionAGrp/PersonNm18DIANE BONENFANT
IRS990/Form990PartVIISectionAGrp/PersonNm19WILLIAM TENITY
IRS990/Form990PartVIISectionAGrp/PersonNm20MARY K BASSETT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2074160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR FOR LEGISLATION
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2ZONE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3ZONE PRESIDENT/SENIOR VP
IRS990/Form990PartVIISectionAGrp/TitleTxt4ZONE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5ZONE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY/ZONE CO-PRESIDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt9ZONE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10ZONE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ZONE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIR FOR MEMBERS
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIR FOR FRIENDLY SERVICE
IRS990/Form990PartVIISectionAGrp/TitleTxt14ZONE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15ZONE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16ZONE CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHAIR FOR NOMINATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHAIR FOR FINANCE & BUDGET
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHAIR FOR BYLAWS
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE OFFICE MANAGER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt029552
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0282323
IRS990/GrossReceiptsAmt0536264
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01216
IRS990/InsuranceGrp/ProgramServicesAmt03646
IRS990/InsuranceGrp/TotalAmt04862
IRS990/InvestmentIncomeGrp/ExclusionAmt039325
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039325
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01276825
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01295080
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0252771
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt092968
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WORKING TO IMPROVE THE QUALITY OF LIFE FOR ALL RETIRED EDUCATORS AND TO INSURE EXCELLENCE IN EDUCATION FOR ALL CHILDREN IN NEW YORK STATE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01389009
IRS990/NetAssetsOrFundBalancesEOYAmt01411250
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt029552
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029552
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt087026
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01299590
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01320482
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OfficeExpensesGrp/FundraisingAmt07708
IRS990/OfficeExpensesGrp/ProgramServicesAmt047365
IRS990/OfficeExpensesGrp/TotalAmt055073
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03489
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010468
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013957
IRS990/OtherExpensesGrp/Desc0COMMITTEES
IRS990/OtherExpensesGrp/Desc1PUBLICATION
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DRIVE
IRS990/OtherExpensesGrp/Desc3UNRELATED BUSINESS INCO
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1375
IRS990/OtherExpensesGrp/ProgramServicesAmt010694
IRS990/OtherExpensesGrp/ProgramServicesAmt18514
IRS990/OtherExpensesGrp/TotalAmt010694
IRS990/OtherExpensesGrp/TotalAmt18514
IRS990/OtherExpensesGrp/TotalAmt21000
IRS990/OtherExpensesGrp/TotalAmt3375
IRS990/OtherRevenueMiscGrp/BusinessCd0561499
IRS990/OtherRevenueMiscGrp/BusinessCd1561499
IRS990/OtherRevenueMiscGrp/BusinessCd2561499
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/Desc1TRAVEL BUREAU
IRS990/OtherRevenueMiscGrp/Desc2CONVENTION REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04096
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11850
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04096
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13805
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21850
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt03805
IRS990/OtherRevenueTotalAmt09751
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016593
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt049777
IRS990/OtherSalariesAndWagesGrp/TotalAmt066370
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01457
IRS990/PayrollTaxesGrp/ProgramServicesAmt04368
IRS990/PayrollTaxesGrp/TotalAmt05825
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02092
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06274
IRS990/PensionPlanContributionsGrp/TotalAmt08366
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KATHI BASSETT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0219899
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010775
IRS990/PYOtherExpensesAmt0172896
IRS990/PYOtherRevenueAmt08751
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-121349
IRS990/PYSalariesCompEmpBnftPaidAmt0187878
IRS990/PYTotalExpensesAmt0360774
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0239425
IRS990/ReconcilationRevenueExpnssAmt0-64785
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt047000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05946
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0101362
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0111514
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06496
IRS990ScheduleD/ExpensesSubtotalAmt0341782
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06496
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06496
IRS990ScheduleD/NetUnrealizedGainsInvstAmt087026
IRS990ScheduleD/RevenueNotReportedAmt087026
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06496
IRS990ScheduleD/RevenueSubtotalAmt0276997
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0348278
IRS990ScheduleD/TotalRevenuePerForm990Amt0283493
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0364023
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0341782
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES PAYING MEMBERS HAVE A RIGHT TO VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION IS MADE UP OF MEMBERS. MEMBERS HAVE THE RIGHT TO ELECT OFFICERS OF THE ZONE. OFFICERS OF THE ZONE ELECT DELEGATES. DELEGATES ELECT OFFICERS OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE EXECUTIVE OFFICE MANAGER. ONCE THIS REVIEW IS COMPLETE IT IS THEN REVIEWED BY THE SIGNING OFFICER. THE 990 IS AVAILABLE TO OTHER MEMBERS OF THE BOARD TO REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ASSOCIATION'S OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MODIFIED CASH BASIS IS THE ACCOUNTING METHOD USED TO PREPARE THE FORM 990.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4990 PART XI LINE 1
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NEW YORK STATE RETIRED TEACHERS' ASSOCIATION INC INSURANCE TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0146066944
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.