Civic Intelligence

Texas Retired Teachers Association

990 • Fiscal year 2016 • EIN 51-0141585

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 26, 2017

Organization ProfileWWW.TRTA.ORG
313 E 12th Street No 200Austin, TX 78701-1903

(512) 476-1622

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.17x

Higher debt load relative to assets than 52% of similar nonprofits.

2016 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.31x

Higher debt load relative to revenue than 55% of similar nonprofits.

2016 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2016

Net Margin

45th percentile

4.4%

Higher net margin than 45% of similar nonprofits.

2016 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

85th percentile

$287,329

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2016 filings • 501(c)4 • $5M-$10M nonprofits • Source year 2016

Asset Growth

50th percentile

1.8%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

5.6%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)4 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$5,981,084

Up $103,537 (+1.8%) from 2015

Net Assets

Up

$4,984,658

Up $153,644 (+3.2%) from 2015

Liabilities

Down

$996,426

Down $50,107 (-4.8%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin45th percentile

Revenue

Up

$3,261,885

Up $173,430 (+5.6%) from 2015

Expenses

Up

$3,119,878

Up $197,337 (+6.8%) from 2015

Net Income

Down

$142,007

Down $23,907 (-14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,049,941Liabilities 2010: $893,748Net Assets 2010: $6,156,1932010Assets 2011: $7,019,972Liabilities 2011: $750,621Net Assets 2011: $6,269,3512011Assets 2012: $7,008,775Liabilities 2012: $961,056Net Assets 2012: $6,047,7192012Assets 2013: $6,393,038Liabilities 2013: $939,128Net Assets 2013: $5,453,9102013Assets 2014: $5,829,018Liabilities 2014: $1,189,954Net Assets 2014: $4,639,0642014Assets 2015: $5,877,547Liabilities 2015: $1,046,533Net Assets 2015: $4,831,0142015Assets 2016: $5,981,084Liabilities 2016: $996,426Net Assets 2016: $4,984,6582016Assets 2017: $8,174,546Liabilities 2017: $1,076,262Net Assets 2017: $7,098,2842017Assets 2018: $8,841,943Liabilities 2018: $1,137,761Net Assets 2018: $7,704,1822018Assets 2019: $9,694,049Liabilities 2019: $1,290,700Net Assets 2019: $8,403,3492019Assets 2020: $10,929,536Liabilities 2020: $1,544,945Net Assets 2020: $9,384,5912020Assets 2021: $11,866,847Liabilities 2021: $1,370,276Net Assets 2021: $10,496,5712021Assets 2022: $10,536,372Liabilities 2022: $1,272,174Net Assets 2022: $9,264,1982022Assets 2023: $11,898,247Liabilities 2023: $2,301,550Net Assets 2023: $9,596,6972023Assets 2024: $12,135,828Liabilities 2024: $2,193,186Net Assets 2024: $9,942,6422024

Highlighted filing

2016

Assets$5,981,084
Liabilities$996,426
Net Assets$4,984,658
Open 2016 Filing

Operations Trend

Revenue Growth62nd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,165,4372010Revenue 2011: $2,197,193Expenses 2011: $2,084,035Net Income 2011: $113,1582011Revenue 2012: $2,239,671Expenses 2012: $2,463,215Net Income 2012: -$223,5442012Revenue 2013: $2,393,447Expenses 2013: $2,989,442Net Income 2013: -$595,9952013Revenue 2014: $2,232,942Expenses 2014: $2,908,787Net Income 2014: -$675,8452014Revenue 2015: $3,088,455Expenses 2015: $2,922,541Net Income 2015: $165,9142015Revenue 2016: $3,261,885Expenses 2016: $3,119,878Net Income 2016: $142,0072016Revenue 2017: $5,634,816Expenses 2017: $5,575,744Net Income 2017: $59,0722017Revenue 2018: $6,244,872Expenses 2018: $5,701,797Net Income 2018: $543,0752018Revenue 2019: $6,283,926Expenses 2019: $5,695,333Net Income 2019: $588,5932019Revenue 2020: $5,770,578Expenses 2020: $4,877,295Net Income 2020: $893,2832020Revenue 2021: $5,873,069Expenses 2021: $4,727,974Net Income 2021: $1,145,0952021Revenue 2022: $5,840,253Expenses 2022: $7,026,531Net Income 2022: -$1,186,2782022Revenue 2023: $6,089,840Expenses 2023: $5,809,715Net Income 2023: $280,1252023Revenue 2024: $6,483,224Expenses 2024: $6,233,694Net Income 2024: $249,5302024

Highlighted filing

2016

Revenue$3,261,885
Expenses$3,119,878
Net Income$142,007
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 26, 2017
Return Version
2015v3.0
Gross Receipts
$3,262,796
Mission and Program Overview

Mission

Well-being of retired school personnel

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,403,920$2,648,881▼ $755,039
Investments Other Securities$965,596$2,109,855▲ $1,144,259
Land, Buildings, and Equipment, Net$521,616$474,143▼ $47,473
Cash and Non-Interest-Bearing Accounts$383,893$200,377▼ $183,516
Other Notes and Loans Receivable, Net$140,915$140,915→ $0
Prepaid Expenses and Deferred Charges$181,824$120,765▼ $61,059
Accounts Receivable$90,057$78,231▼ $11,826
Inventories for Sale or Use$912--
Total Assets$5,877,547$5,981,084▲ $103,537
Other Assets Total$188,814$207,917▲ $19,103
Liabilities
Deferred Revenue$938,105$897,540▼ $40,565
Accounts Payable and Accrued Expenses$67,950$65,981▼ $1,969
Other Liabilities$40,478$32,905▼ $7,573
Total Liabilities$1,046,533$996,426▼ $50,107
Net Assets / Fund Balance
Unrestricted Net Assets$4,831,014$4,984,658▲ $153,644
Total Net Assets Fund Balance$4,831,014$4,984,658▲ $153,644
Total Liabilities and Net Assets / Fund Balance$5,877,547$5,981,084▲ $103,537

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$48,797$348,548$397,345
Land$325,268-$325,268
Leasehold Improvements$75,726$52,071$127,797
Other Land Buildings$24,352$21,789$46,141
Other Securities$2,109,855--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim LeeExecutive DirectorPT$242,524$26,805$269,329
Rosalind JohnsonChief Financial OfficerFT$109,554$10,094$119,648
Bobbie PearsonDeputy DirectorFT$92,647$8,661$101,308

Board Members and Trustees

NameTitle
Maridell FryarPast President
Francis PlemmonsPresident
Nancy Byler1st VP/membership
Patricia Macias2nd VP/pr
Marcy CannDist Pres Counc
Robert GilletteDist Pres Counc
June CooperDist Recorder
Bill BarnesLegislative CDR
Larry DavisOrg Affair Coor
Leroy DehavenSec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,853,090
Investment Income
$30,187
Other Revenue
$378,608
Change in Net Assets
$142,007

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,260,746
Revenue Not Reported on Financial Statements
$1,139
Revenue Not Reported on Form 990
$18,306
Other Revenue Adjustments
$1,139
Total Revenue per Audited Statements
$3,279,052
Total Revenue per Form 990
$3,261,885
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,936,509
Salaries, Compensation, and Employee Benefits$1,183,369
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$387,511$115,984-$503,495
Other Salaries and Wages$362,020$108,354-$470,374
Occupancy$275,578$52,815-$328,393
Conferences and Meetings$292,738--$292,738
Travel$225,604$6,383-$231,987
Fees for Services Other$119,063--$119,063
Information Technology$84,078$24,443-$108,521
Other Employee Benefits$80,120$23,980-$104,100
Office Expenses$61,543$33,261-$94,804
Payroll Taxes$58,855$17,615-$76,470
Depreciation Depletion$50,008$8,825-$58,833
Other Expenses$50,962--$50,962
Insurance$15,830$29,383-$45,213
Pension Plan Contributions$22,266$6,664-$28,930
Advertising$19,012$2,806-$21,818
Fees for Services Accounting-$12,525-$12,525
All Other Expenses$190$1,343-$1,533
Fees for Services Legal-$173-$173
Total Functional Expenses$2,675,324$444,554$0$3,119,878

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,125,408
Expenses per Audited Statements$3,119,878
Total Expenses per Form 990$3,119,878
Expenses Not Reported on Form 990$5,530
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Compensated Absences$31,599
Dues to Be Refunded$1,225
Sales Tax Payable$81
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The association has members.”

Form 990, Part VI, Section A, Line 7A

“Members of trta, through the local units (chapters) elect the house of delegates, which elects a portion of the board of directors (governing body). The president appoints three board members. The local units elect district presidents, who elect among themselves three board members.”

Form 990, Part VI, Section A, Line 7B

“The house of delegates monitors the governing board for compliance to the bylaws and must approve amendments to the bylaws.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the executive director and chief financial officer. After their review, a draft of the return is sent to the executive committee for review with the preparing cpa. The final return is approved by the executive committee and then sent to the entire board prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“Compliance with the conflict of interest policy is monitored and enforced at the board meetings.”

Form 990, Part VI, Section B, Line 15A

“The board of directors conducts an annual review of the executive director. During this review, the board considers any salary adjustments that may not already be outlined in the executive director's employment contract. The board uses various salary surveys from texas and around the nation, including those involving salaries of active school administrators, as well as the salary survey from the association of retired teacher executives. All deliberations and decisions of this process are contemporaneously documented.”

Form 990, Part VI, Section C, Line 19

“The bylaws and strategic plan can be found on the organization's website. Audited financial statements are available upon written request to the executive director.”

Filing and Contact Details

Filer

Filer Name
Texas Retired Teachers Association
EIN
51-0141585
Phone
5124761622
Address
313 E 12TH STREET NO 200, AUSTIN, TX 78701-1903

Signing Officer

Name
Tim Lee
Title
Executive Director
Phone
5124761622
Signed
2017-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Lee
Formed
1953
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
17
Volunteers
120

Preparer

Firm
Reynolds & Franke Pc
Address
6850 AUSTIN CENTER BLVD SUITE 100, AUSTIN, TX 78731
Preparer
Ronald H Reynolds
Phone
5122063141
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Partneship loss -2,424. Consolidating adjustment 1,285.”

Financial Statement Notes

PART X, LINE 2:

“The most significant tax positions of the association are its assertions that it is exempt from income taxes and its determinations of whether any amounts are subject to unrelated business income tax (ubit). The association participates in activities in which the internal revenue service (irs) considers the business income unrelated to the association's tax exempt status. A portion of the profit from these activities is subject to federal income taxes. For the year ended june 30, 2016, the association utilized its net operating loss carryforward to offset unrelated business income. For the year ended june 30, 2015, the association had no unrelated business income taxes due to expenses exceeding revenues. All significant tax positions have been considered by management and it has determined that it is more likely than not that all tax positions would be sustained upon examination by taxing authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“COST OF GOODS SOLD 911.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Partnership loss 2,424. Consolidating adjustment -1,285.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“COST OF GOODS SOLD 911.”

Raw XML AppendixShowing 400 of 596 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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IRS990/Form990PartVIISectionAGrp/TitleTxt32ND VP/PR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SEC/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIST PRES COUNC
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIST PRES COUNC
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIST RECORDER
IRS990/Form990PartVIISectionAGrp/TitleTxt8LEGISLATIVE CDR
IRS990/Form990PartVIISectionAGrp/TitleTxt9ORG AFFAIR COOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DEPUTY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03262796
IRS990/GrossRentsGrp/RealAmt0121717
IRS990/GrossSalesOfInventoryAmt02502
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt024443
IRS990/InformationTechnologyGrp/ProgramServicesAmt084078
IRS990/InformationTechnologyGrp/TotalAmt0108521
IRS990/InsuranceGrp/ManagementAndGeneralAmt029383
IRS990/InsuranceGrp/ProgramServicesAmt015830
IRS990/InsuranceGrp/TotalAmt045213
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0912
IRS990/InvestmentIncomeGrp/ExclusionAmt030187
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030187
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0965596
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02109855
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0422408
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0521616
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0474143
IRS990/LandBldgEquipCostOrOtherBssAmt0896551
IRS990/LegalDomicileStateCd0TX
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WELL-BEING OF RETIRED SCHOOL PERSONNEL
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04831014
IRS990/NetAssetsOrFundBalancesEOYAmt04984658
IRS990/NetIncomeOrLossGrp/ExclusionAmt01591
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01591
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0121717
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0121717
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt09776
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt052815
IRS990/OccupancyGrp/ProgramServicesAmt0275578
IRS990/OccupancyGrp/TotalAmt0328393
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033261
IRS990/OfficeExpensesGrp/ProgramServicesAmt061543
IRS990/OfficeExpensesGrp/TotalAmt094804
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0188814
IRS990/OtherAssetsTotalGrp/EOYAmt0207917
IRS990/OtherChangesInNetAssetsAmt0-1139
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023980
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt080120
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0104100
IRS990/OtherExpensesGrp/Desc0DISTRICT DUES
IRS990/OtherExpensesGrp/Desc1PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP PROGRAM
IRS990/OtherExpensesGrp/Desc3SPRING LEADERSHIP
IRS990/OtherExpensesGrp/ProgramServicesAmt0221892
IRS990/OtherExpensesGrp/ProgramServicesAmt1179295
IRS990/OtherExpensesGrp/ProgramServicesAmt2168759
IRS990/OtherExpensesGrp/ProgramServicesAmt350962
IRS990/OtherExpensesGrp/TotalAmt0221892
IRS990/OtherExpensesGrp/TotalAmt1179295
IRS990/OtherExpensesGrp/TotalAmt2168759
IRS990/OtherExpensesGrp/TotalAmt350962
IRS990/OtherLiabilitiesGrp/BOYAmt040478
IRS990/OtherLiabilitiesGrp/EOYAmt032905
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/BusinessCd1611710
IRS990/OtherRevenueMiscGrp/Desc0PARTNERSHIP INCOME
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/ExclusionAmt015
IRS990/OtherRevenueMiscGrp/ExclusionAmt1235
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027081
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1235
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt027066
IRS990/OtherRevenueTotalAmt027316
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0108354
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0362020
IRS990/OtherSalariesAndWagesGrp/TotalAmt0470374
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0140915
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0140915
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017615
IRS990/PayrollTaxesGrp/ProgramServicesAmt058855
IRS990/PayrollTaxesGrp/TotalAmt076470
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06664
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt022266
IRS990/PensionPlanContributionsGrp/TotalAmt028930
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0181824
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0120765
IRS990/PrincipalOfficerNm0TIM LEE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1ANNUAL CONVENTION
IRS990/ProgramServiceRevenueGrp/Desc2PROGRAM SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0120205
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02705285
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02705285
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1122605
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt225200
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt02400
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035306
IRS990/PYOtherExpensesAmt01842453
IRS990/PYOtherRevenueAmt0320813
IRS990/PYProgramServiceRevenueAmt02732336
IRS990/PYRevenuesLessExpensesAmt0165914
IRS990/PYSalariesCompEmpBnftPaidAmt01080088
IRS990/PYTotalExpensesAmt02922541
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03088455
IRS990/ReconcilationRevenueExpnssAmt0142007
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt0121717
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02730485
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0227984
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0227984
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03403920
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02648881
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt07620
IRS990ScheduleD/DonatedServicesUseFcltsAmt04619
IRS990ScheduleD/EquipmentGrp/BookValueAmt048797
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0348548
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0397345
IRS990ScheduleD/ExpensesNotReportedAmt05530
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03119878
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0325268
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0325268
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt075726
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt052071
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0127797
IRS990ScheduleD/NetUnrealizedGainsInvstAmt09775
IRS990ScheduleD/OtherExpensesIncludedAmt0911
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt024352
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt021789
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt046141
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt031599
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11225
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt281
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0COMPENSATED ABSENCES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUES TO BE REFUNDED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SALES TAX PAYABLE
IRS990ScheduleD/OtherRevenueAmt0911
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01139
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02109855
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATE OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt018306
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01139
IRS990ScheduleD/RevenueSubtotalAmt03260746
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MOST SIGNIFICANT TAX POSITIONS OF THE ASSOCIATION ARE ITS ASSERTIONS THAT IT IS EXEMPT FROM INCOME TAXES AND ITS DETERMINATIONS OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). THE ASSOCIATION PARTICIPATES IN ACTIVITIES IN WHICH THE INTERNAL REVENUE SERVICE (IRS) CONSIDERS THE BUSINESS INCOME UNRELATED TO THE ASSOCIATION'S TAX EXEMPT STATUS. A PORTION OF THE PROFIT FROM THESE ACTIVITIES IS SUBJECT TO FEDERAL INCOME TAXES. FOR THE YEAR ENDED JUNE 30, 2016, THE ASSOCIATION UTILIZED ITS NET OPERATING LOSS CARRYFORWARD TO OFFSET UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED JUNE 30, 2015, THE ASSOCIATION HAD NO UNRELATED BUSINESS INCOME TAXES DUE TO EXPENSES EXCEEDING REVENUES. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD 911.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PARTNERSHIP LOSS 2,424. CONSOLIDATING ADJUSTMENT -1,285.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3COST OF GOODS SOLD 911.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0474143
IRS990ScheduleD/TotalBookValueSecuritiesAmt02109855
IRS990ScheduleD/TotalExpensesPerForm990Amt03119878
IRS990ScheduleD/TotalLiabilityAmt032905

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,981,084
Liabilities
$996,426
Net assets
$4,984,658
Revenue
$3,261,885
Expenses
$3,119,878
Net income
$142,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.1$2.19$9.94$6.48$6.23$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$2.30$9.60$6.09$5.81$0.28
2022Detailed filing. Detailed filing data is available for this year.$10.5$1.27$9.26$5.84$7.03$1.19
2021Detailed filing. Detailed filing data is available for this year.$11.9$1.37$10.5$5.87$4.73$1.15
2020Detailed filing. Detailed filing data is available for this year.$10.9$1.54$9.38$5.77$4.88$0.89
2019Detailed filing. Detailed filing data is available for this year.$9.69$1.29$8.40$6.28$5.70$0.59
2018Detailed filing. Detailed filing data is available for this year.$8.84$1.14$7.70$6.24$5.70$0.54
2017Detailed filing. Detailed filing data is available for this year.$8.17$1.08$7.10$5.63$5.58$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.98$1.00$4.98$3.26$3.12$0.14
2015Summary only. Only limited summary data is available for this year.$5.88$1.05$4.83$3.09$2.92$0.17
2014Summary only. Only limited summary data is available for this year.$5.83$1.19$4.64$2.23$2.91$0.68
2013Summary only. Only limited summary data is available for this year.$6.39$0.94$5.45$2.39$2.99$0.60
2012Summary only. Only limited summary data is available for this year.$7.01$0.96$6.05$2.24$2.46$0.22
2011Summary only. Only limited summary data is available for this year.$7.02$0.75$6.27$2.20$2.08$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.05$0.89$6.16$2.17