Civic Intelligence

Ohio Retired Teacher Foundation

990EZ • Fiscal year 2012 • EIN 31-6050636

Sep 01, 2011 to Aug 31, 2012 • Filed on Jun 25, 2013

Organization Profilen/a
225 East Broad Street43215
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

1st percentile

-83233%

Higher net margin than 1% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

61st percentile

7.4%

Faster asset growth than 61% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

7th percentile

-57%

Faster revenue growth than 7% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$158,385

Up $10,975 (+7.4%) from 2011

Net Assets

Up

$158,385

Up $10,975 (+7.4%) from 2011

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Down

$3

Down $4 (-57%) from 2011

Expenses

Flat

$2,500

Flat from 2011

Net Income

Down

-$2,497

Down $4 (-0.2%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

2012

Assets$158,385
Liabilities$0
Net Assets$158,385
Open 2012 Filing

Operations Trend

Revenue Growth7th percentile

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

2012

Revenue$3
Expenses$2,500
Net Income-$2,497
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Jun 25, 2013
Return Version
2011v1.5
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 Appendix187 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
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IRS990EZ/EngagedInExcessBenefitTrans00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11225 EAST BROAD STREET PO BOX 2550
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12225 EAST BROAD STREET PO BOX 2550
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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
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0PATRICIA FROST-BROOKS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1WILLIAM LEIBENSBERGER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JAMES TIMLIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3BILL SEARS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4JEFF RHODES
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
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IRS990EZ/OrganizationHadUBI00
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IRS990EZ/OtherAssetsTotal/EOY0148485
IRS990EZ/OtherChangesInNetAssets013472
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.
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IRS990EZ/StatesWhereCopyOfReturnIsFiled0OH
IRS990EZ/SubjectToProxyTax00
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IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10225 EAST BROAD STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0COLUMBUS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OH
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode043215
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10KRISTY SPIRES
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06142273102
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IRS990EZ/TotalExpenses02500
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IRS990EZ/TotalRevenue03
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IRS990EZ/WebSite0N/A
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IRS990ScheduleA/SupportedOrgInformation/EIN0314269414
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IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10OHIO EDUCATION ASSOCIATION
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IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 3..
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: 13,472.
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION: QUANTEX FUNDS. BEG. OF YEAR AMOUNT: 84,171. END OF YEAR AMOUNT: 91,836. DESCRIPTION: MUIRFIELD FUNDS. BEG. OF YEAR AMOUNT: 50,842. END OF YEAR AMOUNT: 56,649.
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/BuildTS02016-02-25 16:41:14Z
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/DateSigned02013-06-25
ReturnHeader/Officer/Name0TIM MYERS
ReturnHeader/Officer/Phone06142273102
ReturnHeader/Officer/Title0SECRETARY/TREASURER
ReturnHeader/Preparer/DatePrepared02013-06-25
ReturnHeader/PreparerFirm/EIN0310800053
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104449 EASTON WAY SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0COLUMBUS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode043219
ReturnHeader/Preparer/Name0JANE E PFEIFER
ReturnHeader/Preparer/Phone06148852208
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-09-01
ReturnHeader/TaxPeriodEndDate02012-08-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-06-26T13:32:37-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$158,385
Liabilities
$0
Net assets
$158,385
Revenue
$3
Expenses
$2,500
Net income
-$2,497
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