Civic Intelligence

Hamilton County Retired Teachers

EIN 31-0559895 • 501(c)4 • Cincinnati, OH

Profile

The organization provides social, recreational, and other activities that support the welfare of retired teachers. It also provides scholarship funds for college students training to become educators.

3543 Amberacres Drive 307Cincinnati, OH 45237

www.hamiltoncountyretiredteachers.com

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

64th percentile

18%

Higher net margin than 64% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

67th percentile

10.0%

Faster asset growth than 67% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

20th percentile

-8.1%

Faster revenue growth than 20% of similar nonprofits.

501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,466,504

Up $134,197 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,466,504

Up $134,197 (+10%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin64th percentile

Revenue

Up

$60,554

Up $15,657 (+35%) from 2023

Expenses

Up

$49,578

Up $10,386 (+27%) from 2023

Net Income

Up

$10,976

Up $5,271 (+92%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $905,561Liabilities 2010: $0Net Assets 2010: $905,5612010Assets 2011: $901,625Liabilities 2011: $0Net Assets 2011: $901,6252011Assets 2012: $951,886Liabilities 2012: $0Net Assets 2012: $951,8862012Assets 2013: $962,125Liabilities 2013: $0Net Assets 2013: $962,1252013Assets 2014: $1,001,654Liabilities 2014: $0Net Assets 2014: $1,001,6542014Assets 2015: $995,755Liabilities 2015: $0Net Assets 2015: $995,7552015Assets 2016: $953,430Liabilities 2016: $0Net Assets 2016: $953,4302016Assets 2017: $932,686Liabilities 2017: $0Net Assets 2017: $932,6862017Assets 2018: $970,861Liabilities 2018: $0Net Assets 2018: $970,8612018Assets 2019: $964,424Liabilities 2019: $0Net Assets 2019: $964,4242019Assets 2020: $952,242Liabilities 2020: $0Net Assets 2020: $952,2422020Assets 2021: $1,029,408Liabilities 2021: $0Net Assets 2021: $1,029,4082021Assets 2022: $1,212,003Liabilities 2022: $0Net Assets 2022: $1,212,0032022Assets 2023: $1,332,307Liabilities 2023: $0Net Assets 2023: $1,332,3072023Assets 2024: $1,466,504Liabilities 2024: $0Net Assets 2024: $1,466,5042024

Highlighted filing

2024

Assets$1,466,504
Liabilities$0
Net Assets$1,466,504
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

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

$100K$50K$0-$50KExpenses 2010: $60,2572010Expenses 2011: $53,7282011Expenses 2012: $49,5972012Revenue 2013: $49,912Expenses 2013: $39,673Net Income 2013: $10,2392013Revenue 2014: $84,616Expenses 2014: $45,087Net Income 2014: $39,5292014Revenue 2015: $51,478Expenses 2015: $57,377Net Income 2015: -$5,8992015Revenue 2016: $5,024Expenses 2016: $47,349Net Income 2016: -$42,3252016Revenue 2017: $43,199Expenses 2017: $63,943Net Income 2017: -$20,7442017Revenue 2018: $68,919Expenses 2018: $30,744Net Income 2018: $38,1752018Revenue 2019: $30,095Expenses 2019: $36,532Net Income 2019: -$6,4372019Revenue 2020: $23,426Expenses 2020: $35,608Net Income 2020: -$12,1822020Revenue 2021: $97,827Expenses 2021: $20,661Net Income 2021: $77,1662021Revenue 2022: $71,660Expenses 2022: $40,574Net Income 2022: $31,0862022Revenue 2023: $44,897Expenses 2023: $39,192Net Income 2023: $5,7052023Revenue 2024: $60,554Expenses 2024: $49,578Net Income 2024: $10,9762024

Highlighted filing

2024

Revenue$60,554
Expenses$49,578
Net Income$10,976
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,466,504
Liabilities
$0
Net assets
$1,466,504
Revenue
$60,554
Expenses
$49,578
Net income
$10,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.06$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.04$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.04$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.10$0.02$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.02$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07$0.03$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.04$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.01$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.08$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.04$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$391,898
Mission and Program Overview

Mission

The association is operated for the benefit of retired teacher membership. The goal is to build retirement income for retired members. Currently, a nursing homes subsidy is available to indigent individuals.

The organization provides social, recreational, and other activities that support the welfare of retired teachers. It also provides scholarship funds for college students training to become educators.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,222,865$1,091,282▼ $131,583
Investments Other Securities$96,275$362,628▲ $266,353
Savings and Temporary Cash Investments$13,167$12,594▼ $573
Total Assets$1,332,307$1,466,504▲ $134,197
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,117,227$1,237,890▲ $120,663
Net Assets With Donor Restrictions$215,080$228,614▲ $13,534
Total Net Assets Fund Balance$1,332,307$1,466,504▲ $134,197
Total Liabilities and Net Assets / Fund Balance$1,332,307$1,466,504▲ $134,197

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$80,316--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Michael WardPresident
Betty EspelageDirector
Carolyn BruckmannDirector
Chris WhaleyDirector
Janice MasonDirector
Jay ParksDirector
Patricia DeatonDirector
Christine Robertson Rhodes1st Vice Pre
Gail Adams Arnold2nd Vice Pre
Wellyn CollinsPast Preside
Yvonne CourseySecretary
Carol LeslieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$200
Program Service Revenue
$0
Investment Income
$60,354
Other Revenue
$0
Change in Net Assets
$10,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,124
Grants and Similar Amounts Paid$11,454
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$14,232--$14,232
Grants to Domestic Individuals$11,454--$11,454
Office Expenses-$2,553-$2,553
Fees for Services Accounting-$1,000-$1,000
Other Expenses$120--$120
Total Functional Expenses$46,025$3,553$0$49,578
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
In-house lobbying only
No
Subject to proxy tax
Yes
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, Page 6, Part VI, Line 6

“Hamilton county retired teachers association has members that pay annual or lifetime membership dues.”

Form 990, Page 6, Part VI, Line 7A

“The members elect the governing body.”

Form 990, Page 6, Part VI, Line 8B

“Not all committees record minutes but do report summaries to the board. These summaries are then documented in the board minutes.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is prepared by the certified public accountant and then presented to the treasurer of the board. The treasurer updates the board on the status of the 990 during monthly meetings.”

Form 990, Page 6, Part VI, Line 19

“The governing document and financial statements are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Hamilton County Retired Teachers
EIN
31-0559895
Phone
5132255172
Address
3543 AMBERACRES DRIVE 307, CINCINNATI, OH 45237

Signing Officer

Name
Carol Leslie
Title
Treasurer
Phone
5132255172
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wellyn Collins
Formed
1947
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Hk Campbell & Company Inc
Address
2011 MADISON ROAD, CINCINNATI, OH 45208
Preparer
Albert J Ruscitto CPA
Phone
5137210006
Raw XML Appendix348 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION PROVIDES SOCIAL, RECREATIONAL, AND OTHER ACTIVITIES THAT SUPPORT THE WELFARE OF RETIRED TEACHERS. IT ALSO PROVIDES SCHOLARSHIP FUNDS FOR COLLEGE STUDENTS TRAINING TO BECOME EDUCATORS.
IRS990/BooksInCareOfDetail/PersonNm0CAROL LESLIE
IRS990/BooksInCareOfDetail/PhoneNum05132255172
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03543 AMBERACRES DRIVE 307
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045237
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0200
IRS990/CYGrantsAndSimilarPaidAmt011454
IRS990/CYInvestmentIncomeAmt060354
IRS990/CYOtherExpensesAmt038124
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt010976
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt049578
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt060554
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0OUR MEMBERSHIP NOW NUMBERS 1,356 RETIRED TEACHERS FROM THE 22 PUBLIC SCHOOL DISTRICTS IN HAMILTON COUNTY, INCLUDING 376 SCHOOLS. MEMBERS ACCUMULATE NUMEROUS VOLUNTEER HOURS WITH COMMUNITY ORGANIZATIONS INCLUDING SCHOOLS AND HEALTHCARE ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0215080
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0228614
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt046025
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt014232
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014232
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/PersonNm0MICHAEL WARD
IRS990/Form990PartVIISectionAGrp/PersonNm1WELLYN COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTINE ROBERTSON RHODES
IRS990/Form990PartVIISectionAGrp/PersonNm3GAIL ADAMS ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm4CAROL LESLIE
IRS990/Form990PartVIISectionAGrp/PersonNm5YVONNE COURSEY
IRS990/Form990PartVIISectionAGrp/PersonNm6JAY PARKS
IRS990/Form990PartVIISectionAGrp/PersonNm7PATRICIA DEATON
IRS990/Form990PartVIISectionAGrp/PersonNm8BETTY ESPELAGE
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRIS WHALEY
IRS990/Form990PartVIISectionAGrp/PersonNm10JANICE MASON
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROLYN BRUCKMANN
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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt21ST VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt32ND VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt021
IRS990/GainOrLossGrp/SecuritiesAmt022477
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt011454
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt011454
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt011454
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt021
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0353821
IRS990/GrossReceiptsAmt0391898
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt037856
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037856
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt096275
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0362628
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01222865
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01091282
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0331344
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0200
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION PROVIDES SOCIAL, RECREATIONAL, AND OTHER ACTIVITIES THAT SUPPORT THE WELFARE OF RETIRED TEACHERS. IT ALSO PROVIDES SCHOLARSHIP FUNDS FOR COLLEGE STUDENTS TRAINING TO BECOME EDUCATORS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01332307
IRS990/NetAssetsOrFundBalancesEOYAmt01466504
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt022498
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022498
IRS990/NetUnrlzdGainsLossesInvstAmt0123221
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01117227
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01237890
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02553
IRS990/OfficeExpensesGrp/TotalAmt02553
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0NEWSLETTER/POSTAGE
IRS990/OtherExpensesGrp/Desc1LUNCHEONS/TOURS
IRS990/OtherExpensesGrp/Desc2FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc3STATE DUES
IRS990/OtherExpensesGrp/ProgramServicesAmt012176
IRS990/OtherExpensesGrp/ProgramServicesAmt17909
IRS990/OtherExpensesGrp/ProgramServicesAmt2134
IRS990/OtherExpensesGrp/ProgramServicesAmt3120
IRS990/OtherExpensesGrp/TotalAmt012176
IRS990/OtherExpensesGrp/TotalAmt17909
IRS990/OtherExpensesGrp/TotalAmt2134
IRS990/OtherExpensesGrp/TotalAmt3120
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WELLYN COLLINS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0209
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06900
IRS990/PYInvestmentIncomeAmt044688
IRS990/PYOtherExpensesAmt032292
IRS990/PYRevenuesLessExpensesAmt05705
IRS990/PYTotalExpensesAmt039192
IRS990/PYTotalRevenueAmt044897
IRS990/ReconcilationRevenueExpnssAmt010976
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013167
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012594
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/DuesAssessmentsAmt0200
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt094973
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt194615
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt292724
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt380316
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DODGE & COX INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BAIRD CORE PLUS BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2VANGUARD SHORT-TERM BOND ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc3ISHARES RUSSELL 1000 GROWTH
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/TotalBookValueSecuritiesAmt0362628
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt011454
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP ASSISTANCE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHOLARSHIP GRANTS ARE TRANSFERRED TO THE CINCINNATI SCHOLARSHIP FOUNDATION WHICH OVERSEES THE THREE SCHOLARSHIPS THAT HAMILTON COUNTY RETIRED TEACHERS ASSOCIATION GIVES ANNUALLY TO STUDENTS WITH FINANCIAL NEED GRADUATING FROM HIGH SCHOOL IN HAMILTON COUNTY, OH OBTAINING A BACHELOR'S DEGREE IN EDUCATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HAMILTON COUNTY RETIRED TEACHERS ASSOCIATION HAS MEMBERS THAT PAY ANNUAL OR LIFETIME MEMBERSHIP DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT ALL COMMITTEES RECORD MINUTES BUT DO REPORT SUMMARIES TO THE BOARD. THESE SUMMARIES ARE THEN DOCUMENTED IN THE BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY THE CERTIFIED PUBLIC ACCOUNTANT AND THEN PRESENTED TO THE TREASURER OF THE BOARD. THE TREASURER UPDATES THE BOARD ON THE STATUS OF THE 990 DURING MONTHLY MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENT AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01332307
IRS990/TotalAssetsEOYAmt01466504
IRS990/TotalAssetsGrp/BOYAmt01332307
IRS990/TotalAssetsGrp/EOYAmt01466504
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0200
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03553
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046025
IRS990/TotalFunctionalExpensesGrp/TotalAmt049578
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01332307
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01466504
IRS990/TotalProgramServiceExpensesAmt046025
IRS990/TotalRevenueGrp/ExclusionAmt037856
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022498
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt060554
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01332307
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01466504
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03543 AMBERACRES DRIVE 307
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045237
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.HAMILTONCOUNTYRETIREDTEACHERS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL LESLIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05132255172
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAMILTON COUNTY RETIRED TEACHERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CAROL LESLIE
ReturnHeader/Filer/BusinessNameControlTxt0HAMI
ReturnHeader/Filer/EIN0310559895
ReturnHeader/Filer/PhoneNum05132255172
ReturnHeader/Filer/USAddress/AddressLine1Txt03543 AMBERACRES DRIVE 307
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045237
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311250191
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HK CAMPBELL & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02011 MADISON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045208
ReturnHeader/PreparerPersonGrp/PhoneNum05137210006
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT J RUSCITTO CPA
ReturnHeader/ReturnTs02025-11-14T14:54:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.