Civic Intelligence

Missouri Retired Teachers Assoc & Public

EIN 23-7389554 • 501(c)4 • Jefferson City, MO

Profile

Represent the interest of retired educators in the state of missouri

3030 Dupont CircleJefferson City, MO 65109

www.morta.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

36th percentile

1.1%

Higher net margin than 36% of similar nonprofits.

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

Top Officer Pay

90th percentile

$198,014

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

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

Asset Growth

87th percentile

31%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

74th percentile

31%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Up

$1,154,440

Up $275,613 (+31%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,154,440

Up $275,613 (+31%) from 2023

Revenue

Up

$1,181,846

Up $281,556 (+31%) from 2023

Expenses

Up

$1,169,297

Up $233,782 (+25%) from 2023

Net Income

Up

$12,549

Up $47,774 (+136%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $520,923Liabilities 2010: $0Net Assets 2010: $520,9232010Assets 2011: $612,376Liabilities 2011: $0Net Assets 2011: $612,3762011Assets 2012: $679,754Liabilities 2012: $0Net Assets 2012: $679,7542012Assets 2013: $696,826Liabilities 2013: $0Net Assets 2013: $696,8262013Assets 2014: $775,240Liabilities 2014: $0Net Assets 2014: $775,2402014Assets 2016: $925,281Liabilities 2016: $0Net Assets 2016: $925,2812016Assets 2017: $958,229Liabilities 2017: $0Net Assets 2017: $958,2292017Assets 2018: $1,072,270Liabilities 2018: $0Net Assets 2018: $1,072,2702018Assets 2019: $1,092,240Liabilities 2019: $0Net Assets 2019: $1,092,2402019Assets 2020: $1,137,583Liabilities 2020: $0Net Assets 2020: $1,137,5832020Assets 2021: $1,055,416Liabilities 2021: $128,538Net Assets 2021: $926,8782021Assets 2022: $914,052Liabilities 2022: $0Net Assets 2022: $914,0522022Assets 2023: $878,827Liabilities 2023: $0Net Assets 2023: $878,8272023Assets 2024: $1,154,440Liabilities 2024: $0Net Assets 2024: $1,154,4402024

Highlighted filing

2024

Assets$1,154,440
Liabilities$0
Net Assets$1,154,440

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $641,9242010Expenses 2011: $690,8452011Expenses 2012: $768,5422012Revenue 2013: $785,794Expenses 2013: $773,339Net Income 2013: $12,4552013Revenue 2014: $868,061Expenses 2014: $791,830Net Income 2014: $76,2312014Revenue 2016: $992,480Expenses 2016: $869,724Net Income 2016: $122,7562016Revenue 2017: $967,947Expenses 2017: $939,569Net Income 2017: $28,3782017Revenue 2018: $1,005,766Expenses 2018: $895,161Net Income 2018: $110,6052018Revenue 2019: $845,250Expenses 2019: $825,280Net Income 2019: $19,9702019Revenue 2020: $830,214Expenses 2020: $785,174Net Income 2020: $45,0402020Revenue 2021: $998,558Expenses 2021: $997,157Net Income 2021: $1,4012021Revenue 2022: $908,572Expenses 2022: $921,400Net Income 2022: -$12,8282022Revenue 2023: $900,290Expenses 2023: $935,515Net Income 2023: -$35,2252023Revenue 2024: $1,181,846Expenses 2024: $1,169,297Net Income 2024: $12,5492024

Highlighted filing

2024

Revenue$1,181,846
Expenses$1,169,297
Net Income$12,549

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$1.18$1.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.90$0.94$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.91$0.92$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.13$0.93$1.00$1.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.83$0.79$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.85$0.83$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.01$0.90$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.97$0.94$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.99$0.87$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.87$0.79$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.79$0.77$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,214,002
Mission and Program Overview

Mission

Represent the interest of retired educators in the state of missouri

Represent the interest of retired educators in the state of missouri.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$776,594$789,198▲ $12,604
Savings and Temporary Cash Investments$102,233$106,972▲ $4,739
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$878,827$1,154,440▲ $275,613
Other Assets Total$0$258,270▲ $258,270
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$645,586$921,199▲ $275,613
Net Assets With Donor Restrictions$233,241$233,241→ $0
Total Net Assets Fund Balance$878,827$1,154,440▲ $275,613
Total Liabilities and Net Assets / Fund Balance$878,827$1,154,440▲ $275,613

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$43,609-
Other Assets Org$258,270--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maria WaldenCurrent Executive DirectorFT$177,384$20,630$198,014

Board Members and Trustees

NameTitle
Marlin KinmanCommunity Service Committee Chair
Mike JarvisRetirement Education Chair
Maureen HackerImmediate Past President
Karen MillerMrtf President
Nancy CraigPast President
Dr Gale Hap HairstonPresident
Virgie CookPresident Elect
Martha SchatzInterim Community Service Chair
Sherry RounerRegion 1 Vice President
Sue GrovesRegion 10 Vice President
Denise WrightRegion 11 Vice President
Mark CookRegion 12 Vice President
Sherry BrandesRegion 13 Vice President
Erma Nevels-mcneilRegion 14 Vice President
Kathy HollembeakRegion 2 Vice President
Jane CallisRegion 3 Vice President
Marilyn SkipperRegion 4 Vice President
Wendy BernierRegion 5 Vice President
Anita HartleyRegion 6 Vice President
Rosina PalmerRegion 8 Vice President
Sunni WilsonRegion 9 Vice President
Georgia WhiteVice President/region 7 VP
Linda LueckenhoffInfo & Prot Svc
Randy McclainLegislative Committee
Idella WardenMembership Committee
Julia PlattPast Treasurer
Richard PhillipsRetirement Education Comm
Dr David BakerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$93,953
Program Service Revenue
$1,045,996
Investment Income
$18,948
Other Revenue
$22,949
All Other Contributions
$50,494
Change in Net Assets
$12,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$624,406
Salaries, Compensation, and Employee Benefits$475,657
Grants and Similar Amounts Paid$69,234
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$141,820$115,564-$257,384
Conferences and Meetings$217,432--$217,432
Other Salaries and Wages$143,458$54,869-$198,327
Current Officers, Directors, Trustees, and Key Employees$142,870$54,644-$197,514
Advertising$76,075--$76,075
Grants to Domestic Individuals$69,234--$69,234
Payroll Taxes$21,792$8,335-$30,127
Fees for Services Lobbying-$26,250-$26,250
Other Employee Benefits$14,360$10,948-$25,308
Pension Plan Contributions$12,952$11,429-$24,381
Information Technology$16,618--$16,618
Insurance-$12,756-$12,756
Fees for Services Other-$7,340-$7,340
Other Expenses$3,220$4,710-$3,220
Travel-$2,621-$2,621
Total Functional Expenses$859,831$309,466$0$1,169,297
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$32,156
Fundraising Gross Income$18,979
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$62,438$18,979$30,980$-12,001
Total Events$62,438$18,979$32,156$-13,177
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Management duties delegated
No

Governance Explanations

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

Election of members and their rights per bylaws of organization delegates representing the local units vote on the election of officers and their regionalvice presidents.

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

Decisions subject to approval of members delegates representing the local units vote on all changes to the bylaws.

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

Organization's process to review form 990 executive director reviews before submitting form 990.

Form 990, Part VI, Section B, Line 12C

The organization required conflict of interest disclosure forms to be filled out and forms were collected and reviewed.

Form 990, Part VI, Section C, Line 19

Governing documents disclosure explanation available upon request

Filing and Contact Details

Filer

Filer Name
Missouri Retired Teachers Assoc & Public
EIN
23-7389554
Phone
8773666782
Address
3030 DUPONT CIRCLE, JEFFERSON CITY, MO 65109

Signing Officer

Name
Maria Walden
Title
Executive Director
Phone
8773666782
Signed
2025-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maureen Hacker
Formed
1980
Legal Domicile
Mo
Voting Board Members
11
Independent Board Members
11
Employees
5
Volunteers
1,500

Preparer

Firm
Williams-keepers LLC
Address
2005 WEST BROADWAY SUITE 100, COLUMBIA, MO 65203
Preparer
John P Vaclavek
Phone
5734426171
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Mrta local unit cash assets 252,055.

Part XI Line 9

Other adjustment made to net asset reconciliation to include the beginning cash balance of local rta units that are affilates of missouri retired teachers association.

Raw XML AppendixShowing 400 of 587 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0RETIREMENT EDUCATION CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2INTERIM COMMUNITY SERVICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8REGION 13 VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9RETIREMENT EDUCATION COMM
IRS990/Form990PartVIISectionAGrp/TitleTxt10REGION 8 VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11REGION 5 VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12REGION 1 VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13REGION 10 VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14REGION 9 VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15COMMUNITY SERVICE COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16LEGISLATIVE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17REGION 11 VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18REGION 4 VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19REGION 12 VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBERSHIP COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21REGION 2 VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22MRTF PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23REGION 3 VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt24INFO & PROT SVC
IRS990/Form990PartVIISectionAGrp/TitleTxt25VICE PRESIDENT/REGION 7 VP
IRS990/Form990PartVIISectionAGrp/TitleTxt26REGION 14 VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt27REGION 6 VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt28CURRENT EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01980
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IRS990/FSAuditedInd00
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IRS990/FundraisingAmt043459
IRS990/FundraisingDirectExpensesAmt032156
IRS990/FundraisingGrossIncomeAmt018979
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt069234
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt069234
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt069234
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01214002
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0REPRESENT THE INTEREST OF RETIRED EDUCATORS IN THE STATE OF MISSOURI
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0878827
IRS990/NetAssetsOrFundBalancesEOYAmt01154440
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-13177
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0921199
IRS990/NoncashContributionsAmt019179
IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt0141820
IRS990/OfficeExpensesGrp/TotalAmt0257384
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IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0258270
IRS990/OtherChangesInNetAssetsAmt0252055
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014360
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025308
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1PRINTING AND PUBLICATIO
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IRS990/OtherExpensesGrp/ProgramServicesAmt03220
IRS990/OtherExpensesGrp/TotalAmt04710
IRS990/OtherExpensesGrp/TotalAmt13220
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt036126
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IRS990/OtherRevenueTotalAmt036126
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08335
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011429
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MAUREEN HACKER
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IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES - ANNU
IRS990/ProgramServiceRevenueGrp/Desc1MEETINGS AND SEMINARS
IRS990/ProgramServiceRevenueGrp/Desc2AMBA SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/Desc3AMBA MEMEBERSHIP
IRS990/ProgramServiceRevenueGrp/Desc4LIFE PAID
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0897372
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt167906
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt250553
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt328665
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0897372

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