Civic Intelligence

Texas Retired Teachers Association

990 • Fiscal year 2020 • EIN 51-0141585

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 07, 2021

Organization ProfileWWW.TRTA.ORG
313 E 12th Street No 200Austin, TX 78701-1957

(512) 476-1622

Siviq Scores

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

Liabilities / Assets

48th percentile

0.14x

Higher debt load relative to assets than 48% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.27x

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

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Net Margin

61st percentile

15%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

86th percentile

$373,846

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-8.2%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$10,929,536

Up $1,235,487 (+13%) from 2019

Net Assets

Up

$9,384,591

Up $981,242 (+12%) from 2019

Liabilities

Up

$1,544,945

Up $254,245 (+20%) from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin61st percentile

Revenue

Down

$5,770,578

Down $513,348 (-8.2%) from 2019

Expenses

Down

$4,877,295

Down $818,038 (-14%) from 2019

Net Income

Up

$893,283

Up $304,690 (+52%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2020

Assets$10,929,536
Liabilities$1,544,945
Net Assets$9,384,591
Open 2020 Filing

Operations Trend

Revenue Growth31st 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

2020

Revenue$5,770,578
Expenses$4,877,295
Net Income$893,283
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 7, 2021
Return Version
2019v5.2
Gross Receipts
$8,164,331
Mission and Program Overview

Mission

Well-being of retired school personnel

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,580,467$4,560,133▲ $979,666
Investments Other Securities$1,714,590$2,296,145▲ $581,555
Land, Buildings, and Equipment, Net$414,443$458,068▲ $43,625
Other Notes and Loans Receivable, Net$442,259$411,017▼ $31,242
Accounts Receivable$113,448$142,727▲ $29,279
Prepaid Expenses and Deferred Charges$185,154$105,033▼ $80,121
Cash and Non-Interest-Bearing Accounts$507,201$70,103▼ $437,098
Total Assets$9,694,049$10,929,536▲ $1,235,487
Other Assets Total$2,736,487$2,886,310▲ $149,823
Liabilities
Deferred Revenue$1,171,701$1,144,365▼ $27,336
Other Liabilities$54,667$350,841▲ $296,174
Accounts Payable and Accrued Expenses$64,332$49,739▼ $14,593
Total Liabilities$1,290,700$1,544,945▲ $254,245
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,403,349$9,384,591▲ $981,242
Total Net Assets Fund Balance$8,403,349$9,384,591▲ $981,242
Total Liabilities and Net Assets / Fund Balance$9,694,049$10,929,536▲ $1,235,487

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,670$343,529$378,199
Land$325,269-$325,269
Leasehold Improvements$61,283$49,451$110,734
Other Land Buildings$36,846$18,423$55,269
Other Assets Org$91--
Other Securities$2,296,145--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim LeeExecutive DirectorPT$319,378$36,468$355,846
Rosalind JohnsonDeputy DirectorFT$153,209$13,677$166,886

Board Members and Trustees

NameTitle
Frana PattersonDist Pres Council Chair
Johnie WalkerDist VP Council Chair
Nancy BylerPast President
Patricia R MaciasPresident
Leroy Dehaven1st VP/membership
Marcy Cann2nd VP/pr
Valois HounselDist Recorder
Sandy CarlisleHistorian
Larry YawnLegislative CDR
Barbara a SotoOrg Affair Coor
Ella GauthierSec/treas

Highest Paid Contractors

ContractorServicesLocationCompensation
Pitney Bowes Purchase PowerPostagePO BOX 371874, Pittsburgh, PA 15250-7874$193,157
Horizon PrintingPrinting Services2111 GRAND AVENUE PARKWAY, Austin, TX 78728$127,935
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,247,574
Investment Income
$138,169
Other Revenue
$384,835
Change in Net Assets
$893,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,428,633
Salaries, Compensation, and Employee Benefits$1,448,162
Total Fundraising Expense$215,417
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$500,506$64,161$66,683$631,350
Current Officers, Directors, Trustees, and Key Employees$441,917$56,654$58,881$557,452
Occupancy$266,682$72,106-$338,788
Travel$170,910$8,708-$179,618
Fees for Services Other$140,378--$140,378
Other Employee Benefits$101,184$12,982$13,492$127,658
Office Expenses$60,074$32,564$15,598$108,236
Information Technology$89,383$17,457-$106,840
Payroll Taxes$63,554$8,154$8,474$80,182
Other Expenses$15,860-$46,311$62,171
Conferences and Meetings$59,338--$59,338
Pension Plan Contributions$40,836$5,239$5,445$51,520
Insurance$17,761$30,328-$48,089
Depreciation Depletion$33,371$5,889-$39,260
Fees for Services Accounting-$21,876-$21,876
All Other Expenses$1,630$9,443-$11,073
Fees for Services Legal-$6,104-$6,104
Advertising$533-$533$1,066
Grants to Domestic Orgs$500--$500
Total Functional Expenses$4,310,213$351,665$215,417$4,877,295
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
Annual Dues Rebate$278,367
Compensated Absences$70,694
Dues to Be Refunded$1,780
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 35% controlled entity
No
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 11B

“The form 990 is reviewed by the finance committee and then by the board of directors with the preparing cpa.”

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 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 78701-1957

Signing Officer

Name
Tim Lee
Title
Executive Director
Phone
5124761622
Signed
2021-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Lee
Formed
1953
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
14
Volunteers
1,500

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:

“Book to tax conversion 4,822. Local units consolidating adjustment 24,705.”

Financial Statement Notes

PART X, LINE 2:

“The most significant tax positions of the association is its assertion 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 this "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 fiscal years ended june 30, 2020 and 2019, the association utilized its net operating loss carryforwards to offset unrelated business income taxes. 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.”

Raw XML AppendixShowing 400 of 642 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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1118000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21ST VP/MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt32ND VP/PR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SEC/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIST PRES COUNCIL CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIST VP COUNCIL CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIST RECORDER
IRS990/Form990PartVIISectionAGrp/TitleTxt8LEGISLATIVE CDR
IRS990/Form990PartVIISectionAGrp/TitleTxt9ORG AFFAIR COOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DEPUTY DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02393753
IRS990/GrossReceiptsAmt08164331
IRS990/GrossRentsGrp/RealAmt0107850
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt017457
IRS990/InformationTechnologyGrp/ProgramServicesAmt089383
IRS990/InformationTechnologyGrp/TotalAmt0106840
IRS990/InsuranceGrp/ManagementAndGeneralAmt030328
IRS990/InsuranceGrp/ProgramServicesAmt017761
IRS990/InsuranceGrp/TotalAmt048089
IRS990/InvestmentIncomeGrp/ExclusionAmt0138169
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0138169
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01714590
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02296145
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0411403
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0414443
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0458068
IRS990/LandBldgEquipCostOrOtherBssAmt0869471
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02393753
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/NetAssetsOrFundBalancesBOYAmt08403349
IRS990/NetAssetsOrFundBalancesEOYAmt09384591
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0107850
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0107850
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt058432
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08403349
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09384591
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt072106
IRS990/OccupancyGrp/ProgramServicesAmt0266682
IRS990/OccupancyGrp/TotalAmt0338788
IRS990/OfficeExpensesGrp/FundraisingAmt015598
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt032564
IRS990/OfficeExpensesGrp/ProgramServicesAmt060074
IRS990/OfficeExpensesGrp/TotalAmt0108236
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02736487
IRS990/OtherAssetsTotalGrp/EOYAmt02886310
IRS990/OtherChangesInNetAssetsAmt029527
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013492
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012982
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0101184
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0127658
IRS990/OtherExpensesGrp/Desc0LOCAL AND DISTRICT UNIT
IRS990/OtherExpensesGrp/Desc1DISTRICT DUES
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP PROGRAM
IRS990/OtherExpensesGrp/FundraisingAmt046311
IRS990/OtherExpensesGrp/ProgramServicesAmt01823674
IRS990/OtherExpensesGrp/ProgramServicesAmt1278368
IRS990/OtherExpensesGrp/ProgramServicesAmt2203754
IRS990/OtherExpensesGrp/ProgramServicesAmt315860
IRS990/OtherExpensesGrp/TotalAmt01823674
IRS990/OtherExpensesGrp/TotalAmt1278368
IRS990/OtherExpensesGrp/TotalAmt2203754
IRS990/OtherExpensesGrp/TotalAmt362171
IRS990/OtherLiabilitiesGrp/BOYAmt054667
IRS990/OtherLiabilitiesGrp/EOYAmt0350841
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/BusinessCd1611710
IRS990/OtherRevenueMiscGrp/Desc0PARTNERSHIP INC/LOSS
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/ExclusionAmt0372
IRS990/OtherRevenueMiscGrp/ExclusionAmt152
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt043465
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt152
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt043093
IRS990/OtherRevenueTotalAmt043517
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt066683
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt064161
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0500506
IRS990/OtherSalariesAndWagesGrp/TotalAmt0631350
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0442259
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0411017
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08474
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08154
IRS990/PayrollTaxesGrp/ProgramServicesAmt063554
IRS990/PayrollTaxesGrp/TotalAmt080182
IRS990/PensionPlanContributionsGrp/FundraisingAmt05445
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05239
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt040836
IRS990/PensionPlanContributionsGrp/TotalAmt051520
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0185154
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0105033
IRS990/PrincipalOfficerNm0TIM LEE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1LOCAL AND DISTRICT UNIT ACTIVITIE
IRS990/ProgramServiceRevenueGrp/Desc2ADMINISTRATIVE FEESADMINISTRATI
IRS990/ProgramServiceRevenueGrp/Desc3PROGRAM SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt061006
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03339591
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11839593
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3184
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03339591
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11900599
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3184
IRS990/ProgSrvcAccomActy2Grp/Desc0PROMOTE THE ECONOMIC, INTELLECTUAL, AND SOCIAL WELL-BEING OF RETIRED TEACHERS AND OTHER PUBLIC SCHOOLS EMPLOYEES THROUGH THE LOCAL AND DISTRICT UNITS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01823674
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01839593
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0124441
IRS990/PYOtherExpensesAmt04386336
IRS990/PYOtherRevenueAmt0348989
IRS990/PYProgramServiceRevenueAmt05810496
IRS990/PYRevenuesLessExpensesAmt0588593
IRS990/PYSalariesCompEmpBnftPaidAmt01308997
IRS990/PYTotalExpensesAmt05695333
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06283926
IRS990/ReconcilationRevenueExpnssAmt0893283
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt0107850
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03346975
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0233468
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0233468
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03580467
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04560133
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt034670
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0343529
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0378199
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0325269
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0325269
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt061283
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt049451
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0110734
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02564155
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1322864
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2-800
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt391

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,929,536
Liabilities
$1,544,945
Net assets
$9,384,591
Revenue
$5,770,578
Expenses
$4,877,295
Net income
$893,283
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