Liabilities / Assets
55th percentile
Higher debt load relative to assets than 55% of similar nonprofits.
EIN 31-0920575 • 501(c)3 • Plainfield, IN
Profile
As a partner of the indiana retired teachers association ("irta"), our foundation promotes the welfare of retired teachers, supports those who are currently teaching and encourages people to enter the profession.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
55th percentile
Higher debt load relative to assets than 55% of similar nonprofits.
Liabilities / Revenue
80th percentile
Higher debt load relative to revenue than 80% of similar nonprofits.
Net Margin
83rd percentile
Higher net margin than 83% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Up$735,877
Up $83,081 (+13%) from 2024
Liabilities
Up$22,816
Up $6,819 (+43%) from 2024
Net Assets
Up$713,061
Up $76,262 (+12%) from 2024
Revenue
Up$92,517
Up $25,129 (+37%) from 2024
Expenses
Up$61,045
Up $10,935 (+22%) from 2024
Net Income
Up$31,472
Up $14,194 (+82%) from 2024
Most recent year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
As a partner of the indiana retired teachers association ("irta"), our foundation promotes the welfare of retired teachers, supports those who are currently teaching and encourages people to enter the profession.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $635,189 | $715,275 | ▲ $80,086 |
| Cash and Non-Interest-Bearing Accounts | $17,402 | $20,397 | ▲ $2,995 |
| Savings and Temporary Cash Investments | $205 | $205 | → $0 |
| Total Assets | $652,796 | $735,877 | ▲ $83,081 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $14,000 | $20,000 | ▲ $6,000 |
| Other Liabilities | $1,997 | $2,816 | ▲ $819 |
| Total Liabilities | $15,997 | $22,816 | ▲ $6,819 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $364,946 | $453,439 | ▲ $88,493 |
| Net Assets Without Donor Restrictions | $271,853 | $259,622 | ▼ $12,231 |
| Total Net Assets Fund Balance | $636,799 | $713,061 | ▲ $76,262 |
| Total Liabilities and Net Assets / Fund Balance | $652,796 | $735,877 | ▲ $83,081 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2024 | $599,090 | $50,255 | ▲ $60,683 | - | $710,028 |
| 2023 | $530,460 | $18,741 | ▲ $49,889 | - | $599,090 |
| 2022 | $491,111 | $8,501 | ▲ $30,848 | - | $530,460 |
| 2021 | $548,998 | $22,488 | ▼ $80,375 | - | $491,111 |
| 2020 | $365,354 | $92,411 | ▲ $91,233 | - | $548,998 |
| Name | Title | Other | Total |
|---|---|---|---|
| Laura Penman | Irta Exec Director, Ex-officio | $106,410 | $106,410 |
| Name | Title |
|---|---|
| David Lennen | Irta President, Ex-officio |
| Jeffrey Zook | Past President / Secretary |
| Alan Zerkel | President |
| Judy Hostetler | Vice President |
| Charles Short | Member |
| Dr Sharon Barnes | Member |
| Jane Boultinghouse | Member |
| Linda Morris | Member |
| Mark Guard | Member |
| Ellen Mulford | Treasurer |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $30,818 |
| Other Expenses | $21,945 |
| Salaries, Compensation, and Employee Benefits | $8,282 |
| Total Fundraising Expense | $2,551 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $30,818 | - | - | $30,818 |
| Fees for Services Accounting | - | $8,321 | - | $8,321 |
| Fees for Service Investment Mgmnt Fees | - | $6,603 | - | $6,603 |
| Other Salaries and Wages | $4,288 | $289 | $385 | $4,962 |
| Current Officers, Directors, Trustees, and Key Employees | $2,158 | $498 | $664 | $3,320 |
| Other Expenses | $1,700 | $1,030 | $1,502 | $2,730 |
| Total Functional Expenses | $38,964 | $19,530 | $2,551 | $61,045 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Payable to Related Party | $2,816 |
“The organization provides a draft copy of form 990 to the full board for review and comment prior to filing.”
“Conflict of interest policy is reviewed annually by the full board, as well as at the commencement of each board member's term.”
“Interested party requests information and office staff provides to them for pickup, by fax, mail or email as requested.”
“The foundation files the required federal and state information returns. Whenever tax returns are filed, the filing organization must evaluate the merits of its tax positions and determine if they will be ultimately sustained. Those tax positions for the foundation include maintaining their tax-exempt status and the taxability of any unrelated business income. The foundation believes these positions are sustainable. Although the foundation has not incurred any interest and penalties associated with these positions, it is their policy to expense them in the statement of activities.”
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/AccountantCompileOrReviewInd | 0 | 1 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 14000 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 20000 |
| IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | AS A PARTNER OF THE INDIANA RETIRED TEACHERS ASSOCIATION ("IRTA"), OUR FOUNDATION PROMOTES THE WELFARE OF RETIRED TEACHERS, SUPPORTS THOSE WHO ARE CURRENTLY TEACHING AND ENCOURAGES PEOPLE TO ENTER THE PROFESSION. |
| IRS990/AllOtherContributionsAmt | 0 | 59240 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | DAVID SCHERER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3176377481 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1916 CROWN PLAZA BLVD STE 113 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PLAINFIELD |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IN |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 46168 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 17402 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 20397 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 664 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 498 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 2158 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 3320 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 59240 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 30818 |
| IRS990/CYInvestmentIncomeAmt | 0 | 32966 |
| IRS990/CYOtherExpensesAmt | 0 | 21945 |
| IRS990/CYOtherRevenueAmt | 0 | 311 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 31472 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 8282 |
| IRS990/CYTotalExpensesAmt | 0 | 61045 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 2551 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 92517 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | TO SUPPORT OUR MISSION, THE IRTA FOUNDATION SPONSORS:SCHOLARSHIPS: COLLEGE SOPHOMORES AND JUNIORS WHO ARE EDUCATION MAJORS MAY APPLY IN THE SPRING. ONE SCHOLARSHIP IN EACH OF THE TEN GEOGRAPHIC AREAS OF THE IRTA WILL BE AWARDED ANNUALLY.ACTIVE TEACHER GRANTS: PUBLIC SCHOOL EDUCATORS (PRE-K THROUGH 12) MAY APPLY SO THAT THEIR STUDENTS WILL HAVE THE MEANS TO PARTICIPATE IN SPECIAL PROJECTS. APPLICATIONS ARE DUE IN THE FALL, AND A MINIMUM OF ONE GRANT IN EACH OF THE TEN GEOGRAPHIC AREAS WILL BE AWARDED ANNUALLY.A HAND UP: IRTA MEMBERS WHO FACE AN IMMEDIATE, SHORT TERM FINANCIAL NEED MAY APPLY FOR UP TO $1,000. THIS GRANT REQUEST MAY BE MADE AT ANY TIME DURING THE YEAR, AS A NEED ARISES. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonatedServicesAndUseFcltsAmt | 0 | 8282 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 364946 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 453439 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 38964 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 8321 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 8321 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 6603 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 6603 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 38.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 21718 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ALAN ZERKEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JUDY HOSTETLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JEFFREY ZOOK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | ELLEN MULFORD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DAVID LENNEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | LINDA MORRIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MARK GUARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | LAURA PENMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | CHARLES SHORT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | JANE BOULTINGHOUSE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | DR SHARON BARNES |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 84692 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | PAST PRESIDENT / SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | IRTA PRESIDENT, EX-OFFICIO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | IRTA EXEC DIRECTOR, EX-OFFICIO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | MEMBER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1976 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -2972 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 9 |
| IRS990/GrantAmt | 0 | 30818 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 30818 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 30818 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 29707 |
| IRS990/GrossReceiptsAmt | 0 | 125196 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 9 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 35938 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 35938 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 635189 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 715275 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | IN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 32679 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | AS A PARTNER OF THE INDIANA RETIRED TEACHERS ASSOCIATION ("IRTA"), OUR FOUNDATION PROMOTES THE WELFARE OF RETIRED TEACHERS, SUPPORTS THOSE WHO ARE CURRENTLY TEACHING AND ENCOURAGES PEOPLE TO ENTER THE PROFESSION. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 636799 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 713061 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -2972 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -2972 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 36508 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 271853 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 259622 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | BOARD OF DIRECTORS EXPE |
| IRS990/OtherExpensesGrp/Desc | 1 | PRINTING & SUPPLIES |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 1502 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 2789 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 1030 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 1700 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 4291 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2730 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 1997 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 2816 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 311 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 311 |
| IRS990/OtherRevenueTotalAmt | 0 | 311 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 385 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 289 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 4288 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 4962 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | ALAN ZERKEL |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 45029 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 25275 |
| IRS990/PYInvestmentIncomeAmt | 0 | 22299 |
| IRS990/PYOtherExpensesAmt | 0 | 16860 |
| IRS990/PYOtherRevenueAmt | 0 | 60 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 17278 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 7975 |
| IRS990/PYTotalExpensesAmt | 0 | 50110 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 67388 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 31472 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 311 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 205 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 205 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 59240 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 45029 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 21833 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 38290 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 104515 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 268907 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 35938 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 22821 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 24517 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 50165 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11874 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 145315 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 311 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 60 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 436 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 812 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.47130 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.51140 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 195622 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 73285 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 59240 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 45029 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 21833 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 38290 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 104515 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 268907 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 415034 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.36200 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 599090 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 50255 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 710028 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 60683 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 530460 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 18741 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 599090 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 49889 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 491111 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 8501 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 530460 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 30848 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 548998 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 22488 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 491111 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -80375 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 365354 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 92411 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 548998 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 91233 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 2816 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | PAYABLE TO RELATED PARTY |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.50960 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE FOUNDATION FILES THE REQUIRED FEDERAL AND STATE INFORMATION RETURNS. WHENEVER TAX RETURNS ARE FILED, THE FILING ORGANIZATION MUST EVALUATE THE MERITS OF ITS TAX POSITIONS AND DETERMINE IF THEY WILL BE ULTIMATELY SUSTAINED. THOSE TAX POSITIONS FOR THE FOUNDATION INCLUDE MAINTAINING THEIR TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME. THE FOUNDATION BELIEVES THESE POSITIONS ARE SUSTAINABLE. ALTHOUGH THE FOUNDATION HAS NOT INCURRED ANY INTEREST AND PENALTIES ASSOCIATED WITH THESE POSITIONS, IT IS THEIR POLICY TO EXPENSE THEM IN THE STATEMENT OF ACTIVITIES. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.12840 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 2816 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 10818 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 1 | 20000 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | GRANTS TO TEACHERS |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 1 | SCHOLARHIPS |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 21 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 1 | 10 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc | 0 | FMV |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc | 1 | FMV |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | SCHOLARSHIPS AWARDED ARE PAID DIRECTLY TO THE COLLEGE INSTITUTION ATTENDED BY THE STUDENT. THE FOUNDATION MONITORS THE USE OF GRANT FUNDS THROUGH OBSERVATION, AND WHEN AVAILABLE, REPORTING BY THE GRANTEE. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 2: |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION PROVIDES A DRAFT COPY OF FORM 990 TO THE FULL BOARD FOR REVIEW AND COMMENT PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE FULL BOARD, AS WELL AS AT THE COMMENCEMENT OF EACH BOARD MEMBER'S TERM. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | INTERESTED PARTY REQUESTS INFORMATION AND OFFICE STAFF PROVIDES TO THEM FOR PICKUP, BY FAX, MAIL OR EMAIL AS REQUESTED. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | INDIANA RETIRED TEACHERS ASSOC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 351178938 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(6) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | IN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | MEMBER ASSOCIATION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 1916 CROWN PLAZA BLVD SUITE 113 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | PLAINFIELD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | IN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 46168 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 8282 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | FMV |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | INDIANA RETIRED TEACHERS ASSOC |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | O |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | IN |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
No mirrored PDF or thumbnail assets are attached yet.