Civic Intelligence

Duluth Teachers' Retirement Fund Association

990 • Fiscal year 2013 • EIN 41-0226827

Jul 01, 2012 to Jun 30, 2013 • Filed on Dec 03, 2013

Organization ProfileDTRFA.ORG
625 East Central Entrance No 200Duluth, MN 55811
Siviq Scores

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

Liabilities / Assets

16th percentile

0.03x

Higher debt load relative to assets than 16% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

29th percentile

0.25x

Higher debt load relative to revenue than 29% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Source year 2013

Net Margin

7th percentile

-17%

Higher net margin than 7% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

35th percentile

3.7%

Faster asset growth than 35% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$262,296,762

Up $9,389,285 (+3.7%) from 2012

Net Assets

Up

$255,036,571

Up $15,697,891 (+6.6%) from 2012

Liabilities

Down

$7,260,191

Down $6,308,606 (-46%) from 2012

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

$28,947,223

No earlier filing loaded for comparison.

Expenses

Up

$33,925,205

Up $1,392,368 (+4.3%) from 2012

Net Income

-$4,977,982

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$300M$200M$100M$0Assets 2011: $285,158,901Liabilities 2011: $26,107,069Net Assets 2011: $259,051,8322011Assets 2012: $252,907,477Liabilities 2012: $13,568,797Net Assets 2012: $239,338,6802012Assets 2013: $262,296,762Liabilities 2013: $7,260,191Net Assets 2013: $255,036,5712013Assets 2014: $286,702,702Liabilities 2014: $6,200,047Net Assets 2014: $280,502,6552014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2013

Assets$262,296,762
Liabilities$7,260,191
Net Assets$255,036,571
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MExpenses 2011: $34,326,3582011Expenses 2012: $32,532,8372012Revenue 2013: $28,947,223Expenses 2013: $33,925,205Net Income 2013: -$4,977,9822013Revenue 2014: $37,918,463Expenses 2014: $36,968,597Net Income 2014: $949,8662014Revenue 2015: $99,502,903Expenses 2015: $85,387,167Net Income 2015: $14,115,7362015

Highlighted filing

2013

Revenue$28,947,223
Expenses$33,925,205
Net Income-$4,977,982
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Dec 3, 2013
Return Version
2012v2.1
Gross Receipts
$153,195,732
Mission and Program Overview

Mission

To maintain a retirement fund paying annuities to members who retire from independent school district #709 and to pay disability or death benefits as required.

Filing and Contact Details

Filer

EIN
41-0226827
Raw XML Appendix399 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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IRS990ScheduleO/GeneralExplanation/Explanation0ALL TEACHERS EMPLOYED BY ISD #709, ELIGIBLE STAFF OF LAKE SUPERIOR COLLEGE, AND EMPLOYEES OF THE ASSOCIATION ARE MEMBERS OF THE ASSOCATION.
IRS990ScheduleO/GeneralExplanation/Explanation1MEMBERS OF THE ASSOCIATION ELECT 7 OF THE 9 TRUSTEES. TRUSTEES ARE ELECTED TO THREE-YEAR TERMS.
IRS990ScheduleO/GeneralExplanation/Explanation2A COPY OF FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED. BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO REVIEW THE FORM BEFORE A BOARD MEETING, THEN THE EXECUTIVE DIRECTOR GIVES A BRIEF REVIEW OF THE INFORMATION INCLUDED ON FORM 990.
IRS990ScheduleO/GeneralExplanation/Explanation3A DISCLOSURE FORM IS REQUIRED BY STATE LAW TO BE COMPLETED ANNUALLY BY EACH DIRECTOR AND KEY EMPLOYEE. THE BOARD MONITORS COMPLIANCE WITH THE LAW.
IRS990ScheduleO/GeneralExplanation/Explanation4A COMMITTEE OF THE BOARD OF DIRECTORS COMPARES SALARIES OF OFFICERS OF SIMILAR ORGANIZATIONS AND EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. THE COMMITTEE REPORTS TO THE FULL BOARD WHO THEN APPROVES THE EXECUTIVE DIRECTOR'S SALARY. THE MINUTES OF THESE MEETINGS ARE PUBLIC INFORMATION.
IRS990ScheduleO/GeneralExplanation/Explanation5ALL GOVERNING DOCUMENTS OF THE ASSOCIATION ARE AVAILABLE UPON REQUEST. SOME KEY DOCUMENTS ARE AVAILABLE TO THE PUBLIC ON THE ASSOCIATION'S WEB SITE.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0410226827
ReturnHeader/Filer/Name/BusinessNameLine10DULUTH TEACHERS' RETIREMENT FUND ASSOCIATION
ReturnHeader/Filer/NameControl0DULU
ReturnHeader/Filer/Phone02187222894
ReturnHeader/Filer/USAddress/AddressLine10625 EAST CENTRAL ENTRANCE NO 200
ReturnHeader/Filer/USAddress/City0DULUTH
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055811
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-12-03
ReturnHeader/Officer/Name0J MICHAEL STOFFEL
ReturnHeader/Officer/Phone02187222894
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/Preparer/DatePrepared02013-12-03
ReturnHeader/PreparerFirm/EIN0390758449
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WIPFLI LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10230 W SUPERIOR ST SUITE 600
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0DULUTH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode055802
ReturnHeader/Preparer/Name0DEAN AGER
ReturnHeader/Preparer/Phone02187224705
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-12-04T09:32:03-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$262,296,762
Liabilities
$7,260,191
Net assets
$255,036,571
Revenue
$28,947,223
Expenses
$33,925,205
Net income
-$4,977,982
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$99.5$85.4$14.1
2014Detailed filing. Detailed filing data is available for this year.$287$6.20$281$37.9$37.0$0.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$262$7.26$255$28.9$33.9$4.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$253$13.6$239$32.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$285$26.1$259$34.3