Civic Intelligence

Winnebago County Retired Teachers Association

990EZ • Fiscal year 2017 • EIN 23-7154206

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

5th percentile

-61%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-4.8%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

1.5%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$216,588

Down $10,861 (-4.8%) from 2016

Net Assets

Down

$216,588

Down $10,861 (-4.8%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$17,835

Up $261 (+1.5%) from 2016

Expenses

Up

$28,696

Up $10,020 (+54%) from 2016

Net Income

Down

-$10,861

Down $9,759 (-886%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$216,588
Liabilities-
Net Assets$216,588

Operations Trend

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

2017

Revenue$17,835
Expenses$28,696
Net Income-$10,861
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.3
Gross Receipts
$36,644
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.$10,000$21,916
Compensation and Service Providers

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
2018-05-03
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 9,241 expenses treasurer expenses 29 irta state conference 782 insurance - bonding 126 irta foundation 712 membership/retirement 143 necrology/sunshine 5 board meeting 159 reservations/decorations 193 state of il annual report 10 web site domain name 61 total 11,461

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.

Raw XML Appendix167 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DOROTHY SCHOONOVER
IRS990EZ/BooksInCareOfDetail/PhoneNum08159046212
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04143 CATALPA WOODS DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0227449
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0216588
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01780
IRS990EZ/CostOrOtherBasisExpenseSaleAmt018809
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10861
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06551
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0227449
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0216588
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-78
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossReceiptsAmt036644
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07260
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0227449
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0216588
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0227449
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0216588
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt131.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt141.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt151.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt161.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOROTHY SCHOONOVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FREDERICK KUNZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NORMAN ALPERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACQUE BOLGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VEENA TANDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GEORGE WHINNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BETTY DAVISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GEORGIA SULLONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BARBARA DILLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LARRY WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10GAYLE HAAB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11SHARON VINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12TONI WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13SHIRLEY DAVIDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14MIKE CANNARIATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15SUSAN LEWANDOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16DAVE DAVISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FORMER PRES/
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8LEGISLATIVE/
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9FOUNDATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MEMBER BENEF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11NEWSLETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12NEWSLETTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13BLANCHE MART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14BLANCHE MART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15PUBLIC RELAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16NOMINATING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011461
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/PrintingPublicationsPostageAmt0684
IRS990EZ/ProgramServiceRevenueAmt08873
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021916
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt018731
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028696
IRS990EZ/TotalProgramServiceExpensesAmt021916
IRS990EZ/TotalRevenueAmt017835
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WINNEBAGOCOUNTYRTA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MONTHLY MEETINGS/OUTINGS MEETING/OUTING EXPENSES 9,241 EXPENSES TREASURER EXPENSES 29 IRTA STATE CONFERENCE 782 INSURANCE - BONDING 126 IRTA FOUNDATION 712 MEMBERSHIP/RETIREMENT 143 NECROLOGY/SUNSHINE 5 BOARD MEETING 159 RESERVATIONS/DECORATIONS 193 STATE OF IL ANNUAL REPORT 10 WEB SITE DOMAIN NAME 61 TOTAL 11,461
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOROTHY SCHOONOVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08159046212
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINNEBAGO COUNTY RETIRED TEACHERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WINN
ReturnHeader/Filer/EIN0237154206
ReturnHeader/Filer/PhoneNum08159046212
ReturnHeader/Filer/USAddress/AddressLine1Txt04143 CATALPA WOODS DRIVE
ReturnHeader/Filer/USAddress/CityNm0ROCKFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035DDE6FC29A4A4DC7377C2B5E00E2D341E9D3C8A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08CCA1A9364DAE456C506D44C396A75BD52C82F29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.79.25.161
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:09:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363994785
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN MORRISSEY ACCOUNTANTS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05919 SPRING CREEK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0611146447
ReturnHeader/PreparerPersonGrp/PhoneNum08152824600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET M DIGUISEPPI CPA
ReturnHeader/ReturnTs02018-05-01T14:09:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings