Civic Intelligence

Hamilton County Retired Teachers

990 • Fiscal year 2020 • EIN 31-0559895

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 03, 2021

Organization ProfileWWW.HAMILTONCOUNTYRETIREDTEACHERS.COM
3543 Amberacres Drive 307Cincinnati, OH 45237

(513) 351-5172

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2020 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

35th percentile

0.00x

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

2020 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2020

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2020 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2020

Asset Growth

32nd percentile

-1.3%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$952,242

Down $12,182 (-1.3%) from 2019

Net Assets

Down

$952,242

Down $12,182 (-1.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin8th percentile

Revenue

Down

$23,426

Down $6,669 (-22%) from 2019

Expenses

Down

$35,608

Down $924 (-2.5%) from 2019

Net Income

Down

-$12,182

Down $5,745 (-89%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$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

2020

Assets$952,242
Liabilities$0
Net Assets$952,242
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$23,426
Expenses$35,608
Net Income-$12,182
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 3, 2021
Return Version
2020v4.1
Gross Receipts
$312,877
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.

Operated for the benefit of retired teacher membership. To build retirement income for retired members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$962,658$943,067▼ $19,591
Cash and Non-Interest-Bearing Accounts$1,766$9,175▲ $7,409
Total Assets$964,424$952,242▼ $12,182
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$777,964$763,926▼ $14,038
Net Assets With Donor Restrictions$186,460$188,316▲ $1,856
Total Net Assets Fund Balance$964,424$952,242▼ $12,182
Total Liabilities and Net Assets / Fund Balance$964,424$952,242▼ $12,182
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Michael WardPast President
Wellyn CollinsPresident/trustee
Carolyn Bruckmann1st Vice President
Diane Barth2nd Vice President
Betty EspelageDirector
Bill RiesDirector
Janice MasonDirector
Jay ParksDirector
Lynn BrignerDirector
Pat CordesDirector
Sandra MeyersDirector
Yvonne CourseyDirector
Sue DennedyCorresponding Secretary
Florence LinderRecording Secretary
Carol LeslieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$23,426
Other Revenue
$0
Change in Net Assets
$-12,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,553
Other Expenses$16,055
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,000--$15,000
Fees for Services Legal-$5,057-$5,057
Grants to Domestic Individuals$4,553--$4,553
Office Expenses-$2,638-$2,638
Other Expenses$150--$150
Total Functional Expenses$27,913$7,695$0$35,608
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ohio Retired Teachers Association IncWorthington, OH-CONTRIBUTION TO THE OHIO RETIRED TEACHER'S ASSOCIATION FOR A FORENSIC AUDIT OF THE STATE TEACHERS RETIREMENT ASSOCIATION.$15,000
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
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
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

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

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

“The members elect the governing body.”

Form 990, Part VI, Section A, 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, Part VI, Section B, 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, Part VI, Section C, Line 19

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

FORM 990, PART VI, SECTION B, LINE 15A AND 15B:

“All officers of the association are volunteers and do not receive any form of compensation.”

Filing and Contact Details

Filer

Filer Name
Hamilton County Retired Teachers
EIN
31-0559895
Phone
5133515172
Address
3543 AMBERACRES DRIVE 307, CINCINNATI, OH 45237

Signing Officer

Name
Carol Leslie
Title
Treasurer
Phone
5133515172
Signed
2021-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Ward
Formed
1947
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1 EAST 4TH STREET, CINCINNATI, OH 45202
Preparer
Jane E Pfeifer
Phone
5132413111
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The executive committee is responsible for oversight of the compilation and selection of an independent accountant. The processes used by the committee have not changed.”

Raw XML Appendix382 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/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OPERATED FOR THE BENEFIT OF RETIRED TEACHER MEMBERSHIP. TO BUILD RETIREMENT INCOME FOR RETIRED MEMBERS.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CAROL LESLIE
IRS990/BooksInCareOfDetail/PhoneNum05133515172
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03543 AMBERACRES DRIVE 307
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045237
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01766
IRS990/CashNonInterestBearingGrp/EOYAmt09175
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt019553
IRS990/CYInvestmentIncomeAmt023426
IRS990/CYOtherExpensesAmt016055
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-12182
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt035608
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt023426
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0OUR MEMBERSHIP NOW NUMBERS 1382 RETIRED TEACHERS FROM THE 22 PUBLIC SCHOOL DISTRICTS IN HAMILTON COUNTY, INCLUDING 374 SCHOOLS. DUE TO COVID RESTRICTIONS THE ACTIVITIES WERE CURTAILED AFTER MARCH 2020. SOME MEMBERS WERE ABLE TO CONTINUE SOME VOLUNTEER ACTIVITIES BUT MOST WERE DISCONTINUED DUE TO COVID SAFETY RESTRICTIONS. MEMBERS ACCUMULATE NUMEROUS VOLUNTEER HOURS TO COMMUNITY ORGANIZATIONS INCLUDING SCHOOLS AND HEALTH CARE ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0186460
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0188316
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt027913
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05057
IRS990/FeesForServicesLegalGrp/TotalAmt05057
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
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/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
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/PersonNm0MICHAEL WARD
IRS990/Form990PartVIISectionAGrp/PersonNm1WELLYN COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm2DIANE BARTH
IRS990/Form990PartVIISectionAGrp/PersonNm3CAROL LESLIE
IRS990/Form990PartVIISectionAGrp/PersonNm4SUE DENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm5FLORENCE LINDER
IRS990/Form990PartVIISectionAGrp/PersonNm6BILL RIES
IRS990/Form990PartVIISectionAGrp/PersonNm7JAY PARKS
IRS990/Form990PartVIISectionAGrp/PersonNm8CAROLYN BRUCKMANN
IRS990/Form990PartVIISectionAGrp/PersonNm9LYNN BRIGNER
IRS990/Form990PartVIISectionAGrp/PersonNm10BETTY ESPELAGE
IRS990/Form990PartVIISectionAGrp/PersonNm11PAT CORDES
IRS990/Form990PartVIISectionAGrp/PersonNm12YVONNE COURSEY
IRS990/Form990PartVIISectionAGrp/PersonNm13JANICE MASON
IRS990/Form990PartVIISectionAGrp/PersonNm14SANDRA MEYERS
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/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/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CORRESPONDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt81ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt06477
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt019553
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt04553
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt04553
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt015000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt015000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0295928
IRS990/GrossReceiptsAmt0312877
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt016949
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016949
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0962658
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0943067
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0289451
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0964424
IRS990/NetAssetsOrFundBalancesEOYAmt0952242
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06477
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06477
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0777964
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0763926
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02638
IRS990/OfficeExpensesGrp/TotalAmt02638
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0NEWSLETTER/POSTAGE
IRS990/OtherExpensesGrp/Desc1LUNCHEONS/TOURS
IRS990/OtherExpensesGrp/Desc2STATE DUES
IRS990/OtherExpensesGrp/ProgramServicesAmt05759
IRS990/OtherExpensesGrp/ProgramServicesAmt12451
IRS990/OtherExpensesGrp/ProgramServicesAmt2150
IRS990/OtherExpensesGrp/TotalAmt05759
IRS990/OtherExpensesGrp/TotalAmt12451
IRS990/OtherExpensesGrp/TotalAmt2150
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL WARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt06000
IRS990/PYInvestmentIncomeAmt019943
IRS990/PYOtherExpensesAmt030532
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010152
IRS990/PYRevenuesLessExpensesAmt0-6437
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt036532
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt030095
IRS990/ReconcilationRevenueExpnssAmt0-12182
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONTRIBUTION TO THE OHIO RETIRED TEACHER'S ASSOCIATION FOR A FORENSIC AUDIT OF THE STATE TEACHERS RETIREMENT ASSOCIATION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OHIO RETIRED TEACHERS ASSOCIATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0310566151
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0250 E WILSON BRIDGE RD STE 150
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WORTHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043085
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HAMILTON COUNTY RETIRED TEACHERS ASSOCIATION HAS MEMBERS THAT PAY ANNUAL 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/ExplanationTxt5THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE COMPILATION AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESSES USED BY THE COMMITTEE HAVE NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL OFFICERS OF THE ASSOCIATION ARE VOLUNTEERS AND DO NOT RECEIVE ANY FORM OF COMPENSATION.
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 A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15A AND 15B:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0964424
IRS990/TotalAssetsEOYAmt0952242
IRS990/TotalAssetsGrp/BOYAmt0964424
IRS990/TotalAssetsGrp/EOYAmt0952242
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07695
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027913
IRS990/TotalFunctionalExpensesGrp/TotalAmt035608
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0964424
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0952242
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt027913
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt023426
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt023426
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0964424
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0952242
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03543 AMBERACRES DRIVE 307
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045237
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.HAMILTONCOUNTYRETIREDTEACHERS.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL LESLIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05133515172
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAMILTON COUNTY RETIRED TEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0HAMI
ReturnHeader/Filer/EIN0310559895
ReturnHeader/Filer/PhoneNum05133515172
ReturnHeader/Filer/USAddress/AddressLine1Txt03543 AMBERACRES DRIVE 307
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045237
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310800053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 EAST 4TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05132413111
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE E PFEIFER
ReturnHeader/ReturnTs02021-10-19T07:48:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LESLIE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$952,242
Liabilities
$0
Net assets
$952,242
Revenue
$23,426
Expenses
$35,608
Net income
-$12,182
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