Civic Intelligence

Ohio Retired Teacher Foundation

990EZ • Fiscal year 2011 • EIN 31-6050636

Sep 01, 2010 to Aug 31, 2011 • Filed on May 23, 2012

225 East Broad Street43215
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

1st percentile

-35614%

Higher net margin than 1% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

51st percentile

0.0%

Faster revenue growth than 51% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Assets

Up

$147,410

Up $13,785 (+10%) from 2010

Net Assets

Up

$147,410

Up $13,785 (+10%) from 2010

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$7

Flat from 2010

Expenses

Down

$2,500

Down $50 (-2.0%) from 2010

Net Income

Up

-$2,493

Up $50 (+2.0%) from 2010

Historical Trend

Balance Sheet Trend

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

$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

2011

Assets$147,410
Liabilities-
Net Assets$147,410

Operations Trend

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

2011

Revenue$7
Expenses$2,500
Net Income-$2,493
Jump To
Filing Snapshot
Filing Period
Sep 1, 2010 to Aug 31, 2011
Signed
May 23, 2012
Return Version
2010v3.4
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
31-6050636
Raw XML Appendix184 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
IRS990EZ/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY014890
IRS990EZ/CashSavingsAndInvestments/EOY012397
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-2493
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrantsAndSimilarAmountsPaid02400
IRS990EZ/GrossReceipts07
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome07
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0133625
IRS990EZ/NetAssetsOrFundBalancesBOY0133625
IRS990EZ/NetAssetsOrFundBalances/EOY0147410
IRS990EZ/NetAssetsOrFundBalancesEOY0147410
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10225 EAST BROAD STREET PO BOX 2550
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11225 EAST BROAD STREET PO BOX 2550
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12225 EAST BROAD STREET PO BOX 2550
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13225 EAST BROAD STREET PO BOX 2550
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine14225 EAST BROAD STREET PO BOX 2550
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine15225 EAST BROAD STREET PO BOX 2550
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0COLUMBUS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1COLUMBUS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2COLUMBUS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3COLUMBUS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City4COLUMBUS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City5COLUMBUS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0OH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1OH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2OH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3OH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State4OH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State5OH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode043216
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode143216
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode243216
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode343216
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode443216
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode543216
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0PATRICIA FROST-BROOKS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1WILLIAM LEIBENSPERGER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JAMES TIMLIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3BILL SEARS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4TIM MYERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5REBECCA WHITED
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY-TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5BOARD MEMBER
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY0118735
IRS990EZ/OtherAssetsTotal/EOY0135013
IRS990EZ/OtherChangesInNetAssets016278
IRS990EZ/OtherExpensesTotal0100
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE A SUPPLEMENT TO RETIREMENT INCOME FOR RETIREES IN SEVERE FINANCIAL CIRCUMSTANCES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVIDE 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/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses02400
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0OH
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10225 EAST BROAD STREET PO BOX 2550
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0COLUMBUS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OH
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode043216
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JAMES E MARTIN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06142273102
IRS990EZ/TotalAssets/BOY0133625
IRS990EZ/TotalAssets/EOY0147410
IRS990EZ/TotalExpenses02500
IRS990EZ/TotalProgramServiceExpenses02400
IRS990EZ/TotalRevenue07
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts02400
IRS990ScheduleA/SupportedOrgInformation/Amount02400
IRS990ScheduleA/SupportedOrgInformation/EIN0314269414
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc00
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10OHIO EDUCATION ASSOCIATION
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501(C)
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 7..
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: RETIREMENT INCOME ASSISTANCE. GRANTEE NAME: JERRY D. RENSBERGER. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,400.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: STATE FILING CHARGES. AMOUNT: 100.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 16,278.
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION: QUANTEX FUNDS. BEG. OF YEAR AMOUNT: 71,330. END OF YEAR AMOUNT: 84,171. DESCRIPTION: MUIRFIELD FUNDS. BEG. OF YEAR AMOUNT: 47,405. END OF YEAR AMOUNT: 50,842.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE 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/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0316050636
ReturnHeader/Filer/Name/BusinessNameLine10OHIO RETIRED TEACHER FOUNDATION
ReturnHeader/Filer/NameControl0OHIO
ReturnHeader/Filer/Phone06142273102
ReturnHeader/Filer/USAddress/AddressLine10225 EAST BROAD STREET
ReturnHeader/Filer/USAddress/City0COLUMBUS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043215
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-23
ReturnHeader/Officer/Name0JAMES TIMLIN
ReturnHeader/Officer/Phone06142273102
ReturnHeader/Officer/Title0SECRETARY-TREASURER
ReturnHeader/Preparer/DatePrepared02012-05-22
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10150 E CAMPUS VIEW BLVD SUITE 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0COLUMBUS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode043235
ReturnHeader/Preparer/Name0JANE E PFEIFER
ReturnHeader/Preparer/Phone06148852208
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-09-01
ReturnHeader/TaxPeriodEndDate02011-08-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-05-31T07:57:15-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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