Civic Intelligence

Winnebago County Retired Teachers Association

990EZ • Fiscal year 2016 • EIN 23-7154206

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

Organization ProfileWWW.WINNEBAGOCOUNTYRTA.ORG
4143 Catalpa Woods DriveRockford, IL 61101

(815) 904-6212

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

29th percentile

-6.3%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$227,449

Down $18,967 (-7.7%) from 2010

Net Assets

Down

$227,449

Down $18,967 (-7.7%) from 2010

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$17,574

Up $7,695 (+78%) from 2010

Expenses

Up

$18,676

Up $10,187 (+120%) from 2010

Net Income

Down

-$1,102

Down $2,492 (-179%) from 2010

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $246,416Liabilities 2010: $0Net Assets 2010: $246,4162010Assets 2016: $227,449Net Assets 2016: $227,4492016Assets 2017: $216,588Net Assets 2017: $216,5882017Assets 2018: $236,273Liabilities 2018: $0Net Assets 2018: $236,2732018Assets 2019: $241,109Liabilities 2019: $0Net Assets 2019: $241,1092019Assets 2020: $210,246Liabilities 2020: $0Net Assets 2020: $210,2462020

Highlighted filing

2016

Assets$227,449
Liabilities-
Net Assets$227,449
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2010: $9,879Expenses 2010: $8,489Net Income 2010: $1,3902010Revenue 2016: $17,574Expenses 2016: $18,676Net Income 2016: -$1,1022016Revenue 2017: $17,835Expenses 2017: $28,696Net Income 2017: -$10,8612017Revenue 2018: $41,495Expenses 2018: $21,810Net Income 2018: $19,6852018Revenue 2019: $23,911Expenses 2019: $19,075Net Income 2019: $4,8362019Revenue 2020: $8,249Expenses 2020: $39,112Net Income 2020: -$30,8632020

Highlighted filing

2016

Revenue$17,574
Expenses$18,676
Net Income-$1,102
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Gross Receipts
$60,591
Mission and Program Overview

Mission

The winnebago retired teachers association (wcrta) is a not-for-profit, nonpartisan organization of retired teachers. It may take action on governmental measures and policies in wcrta's interest.

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF THE WINNEBAGO COUNTY RETIRED TEACHERS ASSOCIATION SHALL BE TO MAINTAIN AND IMPROVE BENEFITS TO ANNUITANTS OF THE TEACHERS RETIREMENT SYSTEM (TRS), PROMOTE EDUCATION AND THE PROFESSIONAL, SOCIAL AND ECONOMIC STATUS OF ALL MEMBERS, AND TO WORK IN COOPERATION WITH OTHER ORGANIZATIONS TO GAIN THESE GOALS.$5,000$14,564
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHY SCHOONOVERTreasurer-$0--
FREDERICK KUNZCo-President-$0--
NORMAN ALPERSCo-President-$0--
JACQUE BOLGERVice Preside-$0--
VEENA TANDONSecretary-$0--
GEORGE WHINNAFormer Pres/-$0--
BETTY DAVISONMembership-$0--
GEORGIA SULLONSMembership-$0--
BARBARA DILLINGLegislative/-$0--
LARRY WEBERFoundation-$0--
GAYLE HAABMember Benef-$0--
SHARON VINSONNewsletter-$0--
TONI WEBERNewsletter-$0--
SHIRLEY DAVIDSONBlanche Mart-$0--
MIKE CANNARIATOBlanche Mart-$0--
SUSAN LEWANDOWSKIPublic Relat-$0--
DAVE DAVISONNominating-$0--
Filing and Contact Details

Filer

Filer Name
Winnebago County Retired Teachers
EIN
23-7154206
Phone
8159046212
Address
4143 CATALPA WOODS DRIVE, ROCKFORD, IL 61101

Signing Officer

Name
Dorothy Schoonover
Title
Treasurer
Phone
8159046212
Signed
2017-05-04
Discuss with paid preparer
Yes

Preparer

Firm
John Morrissey Accountants Inc
Address
5919 SPRING CREEK RD, ROCKFORD, IL 61114-6447
Preparer
Janet M Diguiseppi CPA
Phone
8152824600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Monthly meetings/outings meeting/outing expenses 7,484 expenses treasurer expenses 33 irta state conference 192 insurance - bonding 126 gift card 25 irta foundation 362 membership/retirement 373 necrology/sunshine 8 board meeting 151 reservations/decorations 85 state of il annual report 10 web site domain name 40 thrivent invest - foreign 9 total 8,898”

Form 990-ez, Part III

“The winnebago retired teachers association (wcrta) is a not-for-profit, nonpartisan organization of retired teachers. It may take action on governmental measures and policies in wcrta's interest.”

Form 990-ez, Part III, Line 28

“The purpose of the winnebago county retired teachers association shall be to maintain and improve benefits to annuitants of the teachers retirement system (trs), promote education and the professional, social and economic status of all members, and to work in cooperation with other organizations to gain these goals.”

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

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MONTHLY MEETINGS/OUTINGS MEETING/OUTING EXPENSES 7,484 EXPENSES TREASURER EXPENSES 33 IRTA STATE CONFERENCE 192 INSURANCE - BONDING 126 GIFT CARD 25 IRTA FOUNDATION 362 MEMBERSHIP/RETIREMENT 373 NECROLOGY/SUNSHINE 8 BOARD MEETING 151 RESERVATIONS/DECORATIONS 85 STATE OF IL ANNUAL REPORT 10 WEB SITE DOMAIN NAME 40 THRIVENT INVEST - FOREIGN 9 TOTAL 8,898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE WINNEBAGO RETIRED TEACHERS ASSOCIATION (WCRTA) IS A NOT-FOR-PROFIT, NONPARTISAN ORGANIZATION OF RETIRED TEACHERS. IT MAY TAKE ACTION ON GOVERNMENTAL MEASURES AND POLICIES IN WCRTA'S INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF THE WINNEBAGO COUNTY RETIRED TEACHERS ASSOCIATION SHALL BE TO MAINTAIN AND IMPROVE BENEFITS TO ANNUITANTS OF THE TEACHERS RETIREMENT SYSTEM (TRS), PROMOTE EDUCATION AND THE PROFESSIONAL, SOCIAL AND ECONOMIC STATUS OF ALL MEMBERS, AND TO WORK IN COOPERATION WITH OTHER ORGANIZATIONS TO GAIN THESE GOALS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
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ReturnHeader/ReturnTs02017-05-05T15:34:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$227,449
Liabilities
-
Net assets
$227,449
Revenue
$17,574
Expenses
$18,676
Net income
-$1,102
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.08$0.39$0.31
2019Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.24$0.19$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.41$0.22$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.17$2.17$0.18$0.29$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.27$2.27$0.18$0.19$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.00$2.46$0.10$0.08$0.01