Civic Intelligence

Ohio Retired Teacher Foundation

EIN 31-6050636 • 501(c)3 • Columbus, OH

Profile

To provide a supplement to retirement income for retirees in severe financial circumstances.

225 East Broad StreetColumbus, OH 43215

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

115%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$488,477

Up $94,885 (+24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$488,477

Up $94,885 (+24%) from 2023

Revenue

Up

$7,013

Up $3,746 (+115%) from 2023

Expenses

Down

$2,806

Down $201 (-6.7%) from 2023

Net Income

Up

$4,207

Up $3,947 (+1518%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $133,625Liabilities 2010: $0Net Assets 2010: $133,6252010Assets 2011: $147,410Net Assets 2011: $147,4102011Assets 2012: $158,385Liabilities 2012: $0Net Assets 2012: $158,3852012Assets 2013: $195,802Liabilities 2013: $0Net Assets 2013: $195,8022013Assets 2014: $243,504Liabilities 2014: $0Net Assets 2014: $243,5042014Assets 2015: $227,437Liabilities 2015: $0Net Assets 2015: $227,4372015Assets 2016: $245,915Liabilities 2016: $0Net Assets 2016: $245,9152016Assets 2017: $267,273Liabilities 2017: $0Net Assets 2017: $267,2732017Assets 2018: $311,964Liabilities 2018: $0Net Assets 2018: $311,9642018Assets 2019: $266,772Liabilities 2019: $0Net Assets 2019: $266,7722019Assets 2020: $262,745Liabilities 2020: $0Net Assets 2020: $262,7452020Assets 2021: $360,733Liabilities 2021: $0Net Assets 2021: $360,7332021Assets 2022: $321,888Liabilities 2022: $0Net Assets 2022: $321,8882022Assets 2023: $393,592Liabilities 2023: $0Net Assets 2023: $393,5922023Assets 2024: $488,477Liabilities 2024: $0Net Assets 2024: $488,4772024

Highlighted filing

2024

Assets$488,477
Liabilities$0
Net Assets$488,477

Operations Trend

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

$40K$20K$0-$20KRevenue 2010: $7Expenses 2010: $2,550Net Income 2010: -$2,5432010Revenue 2011: $7Expenses 2011: $2,500Net Income 2011: -$2,4932011Revenue 2012: $3Expenses 2012: $2,500Net Income 2012: -$2,4972012Revenue 2013: $1Expenses 2013: $2,639Net Income 2013: -$2,6382013Revenue 2014: $1Expenses 2014: $2,665Net Income 2014: -$2,6642014Expenses 2015: $2,6802015Revenue 2016: $1,212Expenses 2016: $2,487Net Income 2016: -$1,2752016Revenue 2017: $3,317Expenses 2017: $2,680Net Income 2017: $6372017Revenue 2018: $15,079Expenses 2018: $2,610Net Income 2018: $12,4692018Revenue 2019: $1,671Expenses 2019: $1,430Net Income 2019: $2412019Revenue 2020: $4,621Expenses 2020: $1,470Net Income 2020: $3,1512020Revenue 2021: $847Expenses 2021: $1,497Net Income 2021: -$6502021Revenue 2022: $37,409Expenses 2022: $350Net Income 2022: $37,0592022Revenue 2023: $3,267Expenses 2023: $3,007Net Income 2023: $2602023Revenue 2024: $7,013Expenses 2024: $2,806Net Income 2024: $4,2072024

Highlighted filing

2024

Revenue$7,013
Expenses$2,806
Net Income$4,207

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.07$0.03$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.37$0.00$0.37
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.01$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.05$0.01$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.02$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.15$0.03$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.03$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.00$0.03$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.00$1.96$0.00$0.03$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.00$0.03$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$1.47$0.00$0.03$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.00$0.03$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Apr 17, 2025
Return Version
2023v6.0
Gross Receipts
$13,818
Mission and Program Overview

Mission

To provide a supplement to retirement income for retirees in severe financial circumstances.

Program Services

DescriptionGrantsExpenses
PROVIDE RETIRED TEACHERS WITH SUFFICIENT INCOME TO MEET LIVING EXPENSES AT HOME OR A RETIREMENT COMMUNITY, DEFRAY COSTS OF MEDICINE, MEDICAL AND/OR SURGICAL EXPENSES.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DELORIS ROME HUDSONBoard Member-$0--
MELINDA CAMPBELLBoard Member-$0--
NORVEL CRANDALLBoard Member-$0--
SCOTT DIMAUROPresident-$0--
JEFF WENSINGVice President-$0--
MARK HILL RESIGNED 71524Secretary/Treasurer-$0--
ROB MCFEESecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ohio Retired Teacher Foundation
EIN
31-6050636
Phone
6142273102
Address
225 EAST BROAD STREET, COLUMBUS, OH 43215

Signing Officer

Name
Rob Mcfee
Title
Secretary/treasurer
Phone
6142273102
Signed
2025-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Clark Schaefer Hackett & Co
Address
4449 EASTON WAY SUITE 400, COLUMBUS, OH 43219
Preparer
Natosha Carr
Phone
6148852208
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividends. Amount: 3,818.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: state filing charges. Amount: 100. Description: bank fees. Amount: 1,206. Description: professional fees. Amount: 1,500. Total to form 990-ez, line 16: 2,806.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gains. Amount: 90,678.

Form 990-ez, Part II, Line 24 - Other Assets

Description: publicly traded investments. Beg. Of year amount: 392,204. End of year amount: 479,884.

Raw XML Appendix185 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY/TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt090678
IRS990EZ/OtherExpensesTotalAmt02806
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A SUPPLEMENT TO RETIREMENT INCOME FOR RETIREES IN SEVERE FINANCIAL CIRCUMSTANCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE RETIRED TEACHERS WITH SUFFICIENT INCOME TO MEET LIVING EXPENSES AT HOME OR A RETIREMENT COMMUNITY, DEFRAY COSTS OF MEDICINE, MEDICAL AND/OR SURGICAL EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/TotalExpensesAmt02806
IRS990EZ/TotalRevenueAmt07013
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION, OHIO EDUCATION ASSOCIATION (OEA), IS A MEMBER-BASED ORGANIZATION. A MAJORITY OF OEA'S SUPPORT COMES FROM MEMBERSHIP DUES AND IS THEREFORE FUNDED THROUGH MANY INDIVIDUALS. THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2) IS CERTAINTLY MET WITH THIS FACT PATTERN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION, OHIO EDUCATION ASSOCIATION (OEA), IS A 501(C)(6) ORGANIZATION THAT FILES THE FORM 990. OEA HAS MANY CONTROLS IN PLACE TO ENSURE THAT ALL SUPPORT IS USED FOR SECTION 170(C)(2). CONTROLS INCLUDE THE ORGANIZATION'S CONSTITUTION AND BYLAWS AS WELL AS ITS CONFLICT OF INTEREST POLICY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE SUPPORTED ORGANIZATION, OHIO EDUCATION ASSOCIATION (OEA), IS A MEMBER-BASED ORGANIZATION. A MAJORITY OF OEA'S SUPPORT COMES FROM MEMBERSHIP DUES AND IS THEREFORE FUNDED THROUGH MANY INDIVIDUALS. THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2) IS CERTAINTLY MET WITH THIS FACT PATTERN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION A, LINE 2:
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 3,818.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: STATE FILING CHARGES. AMOUNT: 100. DESCRIPTION: BANK FEES. AMOUNT: 1,206. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 1,500. TOTAL TO FORM 990-EZ, LINE 16: 2,806.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAINS. AMOUNT: 90,678.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PUBLICLY TRADED INVESTMENTS. BEG. OF YEAR AMOUNT: 392,204. END OF YEAR AMOUNT: 479,884.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06142273102
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-17
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ReturnHeader/Filer/EIN0316050636
ReturnHeader/Filer/PhoneNum06142273102
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04449 EASTON WAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043219
ReturnHeader/PreparerPersonGrp/PhoneNum06148852208
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATOSHA CARR
ReturnHeader/ReturnTs02025-04-21T15:37:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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