Ohio Retired Teacher Foundation

990EZ • Fiscal year 2013 • EIN 31-6050636

Sep 01, 2012 to Aug 31, 2013 • Filed on Jun 18, 2014

Organization Profile n/a

225 East Broad Street43215

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-263800%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

24%

Faster asset growth than 75% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-67%

Faster revenue growth than 5% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$195,802

Up $37,417 (+24%) from 2012

Net Assets

$195,802

Up $37,417 (+24%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin1st percentile

Revenue

Down

Down $2 (-67%) from 2012

Expenses

$2,639

Up $139 (+5.6%) from 2012

Net Income

Down

-$2,638

Down $141 (-5.6%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

Highlighted filing

2013

Assets$195,802

Liabilities$0

Net Assets$195,802

Open 2013 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$1

Expenses$2,639

Net Income-$2,638

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2012 to Aug 31, 2013
Signed: Jun 18, 2014
Return Version: 2012v2.1

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 Appendix162 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/ActivitiesNotPreviouslyRpt	0	0
IRS990EZ/AmountOfTaxImposedOnOrgMgr	0	0
IRS990EZ/AmountOfTaxReimbursedByOrg	0	0
IRS990EZ/CashSavingsAndInvestments/BOY	0	9900
IRS990EZ/CashSavingsAndInvestments/EOY	0	7263
IRS990EZ/DirectIndirectPoliticalExpend	0	0
IRS990EZ/DoesOrgHaveHospital	0	0
IRS990EZ/EngagedInExcessBenefitTrans	0	0
IRS990EZ/EngageInLobbyingActivities	0	0
IRS990EZ/EngagePoliticalCmpgnActivities	0	0
IRS990EZ/ExcessOrDeficitForYear	0	-2638
IRS990EZ/FiledScheduleA	0	1
IRS990EZ/ForeignFinancialAccount	0	0
IRS990EZ/ForeignOffice	0	0
IRS990EZ/GrantsAndSimilarAmountsPaid	0	2400
IRS990EZ/GrossReceipts	0	1
IRS990EZ/GrossReceiptsLessThan25000	0	X
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/InvestmentIncome	0	1
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	0
IRS990EZ/MadeLoansToFromOfficers	0	0
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	0
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	158385
IRS990EZ/NetAssetsOrFundBalancesBOY	0	158385
IRS990EZ/NetAssetsOrFundBalances/EOY	0	195802
IRS990EZ/NetAssetsOrFundBalancesEOY	0	195802
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	PATRICIA FROST-BROOKS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	WILLIAM LEIBENSBERGER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	TIM MYERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	BILL SEARS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	JEFF RHODES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	WIL VICKERY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	BOARD MEMBER
IRS990EZ/OperatingSchool	0	0
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	0
IRS990EZ/OrganizationHadUBI	0	0
IRS990EZ/OtherAssetsTotal/BOY	0	148485
IRS990EZ/OtherAssetsTotal/EOY	0	188539
IRS990EZ/OtherChangesInNetAssets	0	40055
IRS990EZ/OtherExpensesTotal	0	239
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	TO PROVIDE A SUPPLEMENT TO RETIREMENT INCOME FOR RETIREES IN SEVERE FINANCIAL CIRCUMSTANCES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	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.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	2400
IRS990EZ/ProhibitedTaxShelterTrans	0	0
IRS990EZ/RelatedOrgControlledEntity	0	0
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SubjectToProxyTax	0	0
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	0
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	225 EAST BROAD STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	COLUMBUS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	OH
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	43215
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1	0	KRISTY SPIRES
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	6142273102
IRS990EZ/TotalAssets/BOY	0	158385
IRS990EZ/TotalAssets/EOY	0	195802
IRS990EZ/TotalExpenses	0	2639
IRS990EZ/TotalProgramServiceExpenses	0	2400
IRS990EZ/TotalRevenue	0	1
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	0
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/CertificationCheckbox	0	X
IRS990ScheduleA/ContribBy35ControlledEntity	0	0
IRS990ScheduleA/ContribByControllingIndividual	0	0
IRS990ScheduleA/ContributionByRelatedParty	0	0
IRS990ScheduleA/SumOfAmounts	0	2400
IRS990ScheduleA/SupportedOrgInformation/Amount	0	2400
IRS990ScheduleA/SupportedOrgInformation/EIN	0	314269414
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc	0	0
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine1	0	OHIO EDUCATION ASSOCIATION
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS	0	1
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified	0	1
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization	0	501(C)
IRS990ScheduleA/SupportingOrg509a3Type1	0	X
IRS990ScheduleA/SupportingOrganization509a3	0	X
IRS990ScheduleA/TotalNumberOfSupportedOrgs	0	1
IRS990ScheduleO/GeneralExplanation/Explanation	0	INTEREST INCOME 1..
IRS990ScheduleO/GeneralExplanation/Explanation	1	ACTIVITY CLASSIFICATION: RETIREMENT INCOME ASSISTANCE. GRANTEE NAME: JERRY D. RENSBERGER. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,400.
IRS990ScheduleO/GeneralExplanation/Explanation	2	DESCRIPTION: STATE FILING CHARGES. AMOUNT: 100. DESCRIPTION: SUPPLIES. AMOUNT: 139. TOTAL TO FORM 990-EZ, LINE 16: 239.
IRS990ScheduleO/GeneralExplanation/Explanation	3	DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 40,055.
IRS990ScheduleO/GeneralExplanation/Explanation	4	DESCRIPTION: QUANTEX FUNDS. BEG. OF YEAR AMOUNT: 91,836. END OF YEAR AMOUNT: 123,388. DESCRIPTION: MUIRFIELD FUNDS. BEG. OF YEAR AMOUNT: 56,649. END OF YEAR AMOUNT: 65,151.
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier	1	GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier	2	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier	3	OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier	4	OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration	0	THE 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/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	316050636
ReturnHeader/Filer/Name/BusinessNameLine1	0	OHIO RETIRED TEACHER FOUNDATION
ReturnHeader/Filer/NameControl	0	OHIO
ReturnHeader/Filer/Phone	0	6142273102
ReturnHeader/Filer/USAddress/AddressLine1	0	225 EAST BROAD STREET
ReturnHeader/Filer/USAddress/City	0	COLUMBUS
ReturnHeader/Filer/USAddress/State	0	OH
ReturnHeader/Filer/USAddress/ZIPCode	0	43215
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2014-06-18
ReturnHeader/Officer/Name	0	TIM MYERS
ReturnHeader/Officer/Phone	0	6142273102
ReturnHeader/Officer/Title	0	SECRETARY/TREASURER
ReturnHeader/Preparer/DatePrepared	0	2014-06-18
ReturnHeader/PreparerFirm/EIN	0	310800053
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	CLARK SCHAEFER HACKETT & CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	4449 EASTON WAY SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	COLUMBUS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	43219
ReturnHeader/Preparer/Name	0	SHARON R REISMAN
ReturnHeader/Preparer/Phone	0	6148852208
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-09-01
ReturnHeader/TaxPeriodEndDate	0	2013-08-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-07-02T13:08:03-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $195,802
Liabilities: $0
Net assets: $195,802
Revenue: $1
Expenses: $2,639
Net income: -$2,638

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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