Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
5th percentile
Higher net margin than 5% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
60th percentile
Faster asset growth than 60% of similar nonprofits.
Revenue Growth
100th percentile
Faster revenue growth than 100% of similar nonprofits.
Balance Sheet
Assets
Up$245,915
Up $18,478 (+8.1%) from 2015
Net Assets
Up$245,915
Up $18,478 (+8.1%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
$1,212
No earlier filing loaded for comparison.
Expenses
Down$2,487
Down $193 (-7.2%) from 2015
Net Income
-$1,275
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2015 to Aug 31, 2016
- Signed
- Mar 2, 2017
- Return Version
- 2015v3.0
- Gross Receipts
- $5,622
Mission and Program Overview
Mission
To provide a supplement to retirement income for retirees in severe financial circumstances.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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. | $2,200 | $2,200 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Becky Higgins | President | - | $0 | - | - |
| Scott Dimauro | Vice-President | - | $0 | - | - |
| Tim Myers | Secretary/Treasurer | - | $0 | - | - |
| JEFF RHODES | Board Member | - | $0 | - | - |
| Lonnie Dusch | Board Member | - | $0 | - | - |
| Bill Sears | Board Member | - | $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
- Tim Myers
- Title
- Secretary/treasurer
- Phone
- 6142273102
- Signed
- 2017-03-02
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Clark Schaefer Hackett & Co
- Address
- 4449 Easton Way Suite 400, Columbus, OH 43219
- Preparer
- Jane E Pfeifer
- Phone
- 6148852208
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 4 - Other Investment Income
“Description: Dividends. Amount: 622.”
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity Classification: RETIREMENT INCOME ASSISTANCE. Grantee Name: JERRY D. RENSBERGER. Grantee Relationship: NONE. Amount Given: 2,200.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: STATE FILING CHARGES. Amount: 100. Description: Bank Charges. Amount: 187. Total to Form 990-EZ, line 16: 287.”
Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
“Description: UNREALIZED Gain ON INVESTMENT. Amount: 19,753.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: QUANTEX FUNDS. Beg. of Year Amount: 145,445. End of Year Amount: 162,026. Description: MUIRFIELD FUNDS. Beg. of Year Amount: 80,073. End of Year Amount: 79,457.”
Raw XML Appendix182 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Joe Cohagen |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6142273102 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 225 East Broad Street |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Columbus |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 43215 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 1919 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 4432 |
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| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 4410 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1275 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 227437 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 245915 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 590 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 2200 |
| IRS990EZ/GrossReceiptsAmt | 0 | 5622 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 622 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 227437 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 245915 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 227437 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 245915 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Becky Higgins |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Scott Dimauro |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Tim Myers |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JEFF RHODES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Lonnie Dusch |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Bill Sears |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE-PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BoARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 225518 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 241483 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 19753 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 287 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE A SUPPLEMENT TO RETIREMENT INCOME FOR RETIREES IN SEVERE FINANCIAL CIRCUMSTANCES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 2200 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 2200 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 5000 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 2487 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 2200 |
| IRS990EZ/TotalRevenueAmt | 0 | 1212 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | n/a |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 1 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | 1 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | The 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/ExplanationTxt | 1 | The 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/ExplanationTxt | 2 | The 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/FormAndLineReferenceDesc | 0 | Part IV, Section A, Line 3b: |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | Part IV, Section A, Line 3c: |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 2 | Part IV, Section A, Line 2: |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 314269414 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 9 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 2200 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | OHIO EDUCATION ASSOCIATION |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 2200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Dividends. Amount: 622. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity Classification: RETIREMENT INCOME ASSISTANCE. Grantee Name: JERRY D. RENSBERGER. Grantee Relationship: NONE. Amount Given: 2,200. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: STATE FILING CHARGES. Amount: 100. Description: Bank Charges. Amount: 187. Total to Form 990-EZ, line 16: 287. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: UNREALIZED Gain ON INVESTMENT. Amount: 19,753. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Description: QUANTEX FUNDS. Beg. of Year Amount: 145,445. End of Year Amount: 162,026. Description: MUIRFIELD FUNDS. Beg. of Year Amount: 80,073. End of Year Amount: 79,457. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 4 - Other Investment Income |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part II, Line 24 - Other Assets |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 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 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TIM MYERS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | SECRETARY/TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6142273102 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-03-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Ohio Retired Teacher Foundation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OHIO |
| ReturnHeader/Filer/EIN | 0 | 316050636 |
| ReturnHeader/Filer/PhoneNum | 0 | 6142273102 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 225 East Broad Street |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Columbus |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 43215 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 310800053 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Clark Schaefer Hackett & Co |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4449 Easton Way Suite 400 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Columbus |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 43219 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6148852208 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-03-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Jane E Pfeifer |
| ReturnHeader/ReturnTs | 0 | 2017-03-08T17:55:23-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-08-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $245,915
- Liabilities
- $0
- Net assets
- $245,915
- Revenue
- $1,212
- Expenses
- $2,487
- Net income
- -$1,275