Civic Intelligence

Indiana Retired Teachers Association

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.

1916 Crown Plaza Blvd 113Plainfield, IN 46168

www.retiredteachers.org/FOUNDATION

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.03x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.25x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

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

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $261,536Liabilities 2013: $0Net Assets 2013: $261,5362013Assets 2014: $323,335Liabilities 2014: $57Net Assets 2014: $323,2782014Assets 2022: $576,863Liabilities 2022: $16,000Net Assets 2022: $560,8632022Assets 2023: $596,665Liabilities 2023: $21,115Net Assets 2023: $575,5502023Assets 2024: $652,796Liabilities 2024: $15,997Net Assets 2024: $636,7992024Assets 2025: $735,877Liabilities 2025: $22,816Net Assets 2025: $713,0612025

Highlighted filing

2025

Assets$735,877
Liabilities$22,816
Net Assets$713,061

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2013: $32,8262013Revenue 2014: $76,549Expenses 2014: $39,676Net Income 2014: $36,8732014Revenue 2022: $105,784Expenses 2022: $57,470Net Income 2022: $48,3142022Revenue 2023: $45,158Expenses 2023: $55,085Net Income 2023: -$9,9272023Revenue 2024: $67,388Expenses 2024: $50,110Net Income 2024: $17,2782024Revenue 2025: $92,517Expenses 2025: $61,045Net Income 2025: $31,4722025

Highlighted filing

2025

Revenue$92,517
Expenses$61,045
Net Income$31,472

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 3, 2025
Return Version
2024v5.2
Gross Receipts
$125,196
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
Compensation and Service Providers

Employees

NameTitleOtherTotal
Laura PenmanIrta Exec Director, Ex-officio$106,410$106,410

Board Members and Trustees

NameTitle
David LennenIrta President, Ex-officio
Jeffrey ZookPast President / Secretary
Alan ZerkelPresident
Judy HostetlerVice President
Charles ShortMember
Dr Sharon BarnesMember
Jane BoultinghouseMember
Linda MorrisMember
Mark GuardMember
Ellen MulfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$59,240
Program Service Revenue
$0
Investment Income
$32,966
Other Revenue
$311
All Other Contributions
$59,240
Change in Net Assets
$31,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Related Party$2,816
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The organization provides a draft copy of form 990 to the full board for review and comment prior to filing.

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

Conflict of interest policy is reviewed annually by the full board, as well as at the commencement of each board member's term.

Form 990, Part VI, Section C, Line 19

Interested party requests information and office staff provides to them for pickup, by fax, mail or email as requested.

Filing and Contact Details

Filer

Filer Name
Indiana Retired Teachers Association
EIN
31-0920575
Phone
3176377481
Address
1916 CROWN PLAZA BLVD 113, PLAINFIELD, IN 46168

Signing Officer

Name
Alan Zerkel
Title
President
Phone
3176377481
Signed
2025-12-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Zerkel
Formed
1976
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
75

Preparer

Firm
PILE CPA'S
Address
ONE INDIANA SQUARE STE 1200, INDIANAPOLIS, IN 46204
Preparer
Jeremy C Kopeck CPA
Phone
3172693454
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

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.

Raw XML AppendixShowing 400 of 474 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/AccountsPayableAccrExpnssGrp/BOYAmt014000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt020000
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0AS 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/AllOtherContributionsAmt059240
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVID SCHERER
IRS990/BooksInCareOfDetail/PhoneNum03176377481
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01916 CROWN PLAZA BLVD STE 113
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLAINFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046168
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt017402
IRS990/CashNonInterestBearingGrp/EOYAmt020397
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0664
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0498
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt02158
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03320
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt059240
IRS990/CYGrantsAndSimilarPaidAmt030818
IRS990/CYInvestmentIncomeAmt032966
IRS990/CYOtherExpensesAmt021945
IRS990/CYOtherRevenueAmt0311
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt031472
IRS990/CYSalariesCompEmpBnftPaidAmt08282
IRS990/CYTotalExpensesAmt061045
IRS990/CYTotalFundraisingExpenseAmt02551
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt092517
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO 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/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt08282
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0364946
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0453439
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt038964
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08321
IRS990/FeesForServicesAccountingGrp/TotalAmt08321
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06603
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06603
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt238.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt721718
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0ALAN ZERKEL
IRS990/Form990PartVIISectionAGrp/PersonNm1JUDY HOSTETLER
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFFREY ZOOK
IRS990/Form990PartVIISectionAGrp/PersonNm3ELLEN MULFORD
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID LENNEN
IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK GUARD
IRS990/Form990PartVIISectionAGrp/PersonNm7LAURA PENMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8CHARLES SHORT
IRS990/Form990PartVIISectionAGrp/PersonNm9JANE BOULTINGHOUSE
IRS990/Form990PartVIISectionAGrp/PersonNm10DR SHARON BARNES
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt784692
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDENT / SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4IRTA PRESIDENT, EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7IRTA EXEC DIRECTOR, EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-2972
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt030818
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt030818
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt030818
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt029707
IRS990/GrossReceiptsAmt0125196
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt035938
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035938
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0635189
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0715275
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032679
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AS 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0636799
IRS990/NetAssetsOrFundBalancesEOYAmt0713061
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2972
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2972
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt036508
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0271853
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0259622
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BOARD OF DIRECTORS EXPE
IRS990/OtherExpensesGrp/Desc1PRINTING & SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt01502
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02789
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11030
IRS990/OtherExpensesGrp/ProgramServicesAmt01700
IRS990/OtherExpensesGrp/TotalAmt04291
IRS990/OtherExpensesGrp/TotalAmt12730
IRS990/OtherLiabilitiesGrp/BOYAmt01997
IRS990/OtherLiabilitiesGrp/EOYAmt02816
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0311
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0311
IRS990/OtherRevenueTotalAmt0311
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0385
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0289
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04288
IRS990/OtherSalariesAndWagesGrp/TotalAmt04962
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ALAN ZERKEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt045029
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt025275
IRS990/PYInvestmentIncomeAmt022299
IRS990/PYOtherExpensesAmt016860
IRS990/PYOtherRevenueAmt060
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt017278
IRS990/PYSalariesCompEmpBnftPaidAmt07975
IRS990/PYTotalExpensesAmt050110
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt067388
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt031472
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0311
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0205
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045029
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt021833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0104515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0268907
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt035938
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022821
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt050165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011874
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0145315
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0311
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt060
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0436
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0812
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47130
IRS990ScheduleA/PublicSupportPY170Pct00.51140
IRS990ScheduleA/PublicSupportTotal170Amt0195622
IRS990ScheduleA/SubstantialContributorsTotAmt073285
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045029
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt038290
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0104515
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0268907
IRS990ScheduleA/TotalSupportAmt0415034
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.36200
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0599090
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt050255
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0710028
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt060683
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0530460
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt018741
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0599090
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt049889
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0491111
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08501
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0530460
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030848
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0548998
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt022488
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0491111
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-80375
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0365354
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt092411
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0548998
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091233
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02816
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO RELATED PARTY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.50960
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.12840
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt02816
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010818
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt120000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GRANTS TO TEACHERS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt021
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt110
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS 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/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES A DRAFT COPY OF FORM 990 TO THE FULL BOARD FOR REVIEW AND COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE FULL BOARD, AS WELL AS AT THE COMMENCEMENT OF EACH BOARD MEMBER'S TERM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INTERESTED PARTY REQUESTS INFORMATION AND OFFICE STAFF PROVIDES TO THEM FOR PICKUP, BY FAX, MAIL OR EMAIL AS REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INDIANA RETIRED TEACHERS ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0351178938
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MEMBER ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01916 CROWN PLAZA BLVD SUITE 113
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PLAINFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd046168
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt08282
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0INDIANA RETIRED TEACHERS ASSOC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.