Civic Intelligence

Indiana Retired Teachers Association Foundation Inc.

990 • Fiscal year 2014 • EIN 31-0920575

Sep 01, 2013 to Aug 31, 2014 • Filed on Dec 15, 2014

Organization ProfileWWW.RETIREDTEACHERS.ORG/FOUNDATION
2629 Waterfront Parkway East DriveRoom/Suite 10546214

(317) 637-7481

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$323,335

Up $61,799 (+24%) from 2013

Net Assets

Up

$323,278

Up $61,742 (+24%) from 2013

Liabilities

Up

$57

Up $57 from 2013

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin91st percentile

Revenue

$76,549

No earlier filing loaded for comparison.

Expenses

Up

$39,676

Up $6,850 (+21%) from 2013

Net Income

$36,873

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$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

2014

Assets$323,335
Liabilities$57
Net Assets$323,278
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2014

Revenue$76,549
Expenses$39,676
Net Income$36,873
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Dec 15, 2014
Return Version
2013v3.1
Gross Receipts
$83,224
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.

The primary purpose of the organization is to promote community service, provide retirement information, and inform retirees concerning issues of general interest. Additionally, a scholarship program assists college students majoring in education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$225,209$254,326▲ $29,117
Cash and Non-Interest-Bearing Accounts$2,870$35,242▲ $32,372
Savings and Temporary Cash Investments$31,358$31,863▲ $505
Inventories for Sale or Use$2,063$1,904▼ $159
Accounts Receivable$15--
Total Assets$261,536$323,335▲ $61,799
Other Assets Total$21--
Liabilities
Other Liabilities-$57-
Total Liabilities$0$57▲ $57
Net Assets / Fund Balance
Unrestricted Net Assets$222,691$269,850▲ $47,159
Temporarily Rstr Net Assets$38,845$53,428▲ $14,583
Total Net Assets Fund Balance$261,536$323,278▲ $61,742
Total Liabilities and Net Assets / Fund Balance$261,536$323,335▲ $61,799
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Jerry SparksPresident
Carol GrieserEx-officio Board Mem
Nancy TolsonEx-officio Board Mem
Carol GrieserEx-officio B
Nancy TolsonEx-officio B
Jane BoultinghouseOfficer at L
Gary StoltzSecretary
Charles DilkTreasurer
Linda MorrisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$68,949
Program Service Revenue
$0
Investment Income
$7,567
Other Revenue
$33
All Other Contributions
$68,949
Change in Net Assets
$36,873

Audited Revenue Reconciliation

Revenue per Audited Statements
$76,549
Revenue Not Reported on Form 990
$24,768
Total Revenue per Audited Statements
$101,317
Total Revenue per Form 990
$76,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,676
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$5,444--$5,444
Fees for Services Accounting-$4,250-$4,250
Fees for Service Investment Mgmnt Fees$2,737--$2,737
Other Expenses$2,500$3,748-$2,500
Conferences and Meetings$789--$789
All Other Expenses-$8-$8
Total Functional Expenses$31,670$8,006$0$39,676

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$39,676
Total Expenses per Audited Statements$39,676
Total Expenses per Form 990$39,676
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
Accounts Payable - Irta$57
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN
31-0920575
Phone
3176377481

Signing Officer

Name
Nancy Tolson
Title
Executive Director
Phone
3176377481
Signed
2014-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Tolson
Formed
1976
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
50

Preparer

Preparer
Robert K Brinkers CPA
Phone
3178180816
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The primary purpose of the organization is to promote community service, provide retirement information, and inform retirees concerning issues of general interest. Additionally, a scholarship program assists college students majoring in education.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TotalFunctionalExpensesGrp/TotalAmt039676
IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceExpensesAmt031670
IRS990/TotalRevenueGrp/ExclusionAmt07567
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt033
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0222691
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IRS990/USAddress/AddressLine102629 WATERFRONT PARKWAY E DR 105
IRS990/USAddress/City0INDIANAPOLIS
IRS990/USAddress/State0IN
IRS990/USAddress/ZIPCode046214
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY TOLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03176377481
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10INDIANA RETIRED TEACHERS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0310920575
ReturnHeader/Filer/PhoneNum03176377481
ReturnHeader/Filer/USAddress/AddressLine102629 WATERFRONT PARKWAY EAST DRIVE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 105
ReturnHeader/Filer/USAddress/City0INDIANAPOLIS
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046214
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320007062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GARRETT PATTON & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104181 E 96TH ST STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0462403819
ReturnHeader/PreparerPersonGrp/PhoneNum03178180816
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT K BRINKERS CPA
ReturnHeader/ReturnTs02014-12-15T12:14:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$323,335
Liabilities
$57
Net assets
$323,278
Revenue
$76,549
Expenses
$39,676
Net income
$36,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.36$0.23$7.13$0.93$0.61$0.31
2024Detailed filing. Detailed filing data is available for this year.$6.53$0.16$6.37$0.67$0.50$0.17
2023Detailed filing. Detailed filing data is available for this year.$5.97$0.21$5.76$0.45$0.55$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.77$0.16$5.61$1.06$0.57$0.48
2014Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.77$0.40$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.00$2.62$0.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits