Civic Intelligence

Tva Retirees Association

EIN 51-0145957 • 501(c)4 • Knoxville, TN

Profile

We are an organization of retirees from the Tennessee Valley Authority and keep our members up to date on issues concerning their retirement and keep them up to date on what is currently going on in the company.

400 West Summit Hill Drive WT 8C-KKnoxville, TN 37902

www.mytvara.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

85th percentile

25%

Faster asset growth than 85% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

27%

Faster revenue growth than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$119,762

Up $1,289 (+1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$119,762

Up $1,289 (+1.1%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin75th percentile

Revenue

Up

$132,433

Up $7,611 (+6.1%) from 2023

Expenses

Up

$131,144

Up $1,227 (+0.9%) from 2023

Net Income

Up

$1,289

Up $6,384 (+125%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $141,766Liabilities 2011: $02011Assets 2015: $0Liabilities 2015: $02015Assets 2016: $173,641Liabilities 2016: $02016Assets 2017: $148,468Liabilities 2017: $02017Assets 2018: $145,413Liabilities 2018: $02018Assets 2019: $122,974Liabilities 2019: $02019Assets 2020: $130,170Liabilities 2020: $02020Assets 2021: $138,087Liabilities 2021: $0Net Assets 2021: $138,0872021Assets 2022: $123,568Liabilities 2022: $0Net Assets 2022: $123,5682022Assets 2023: $118,473Liabilities 2023: $0Net Assets 2023: $118,4732023Assets 2024: $119,762Liabilities 2024: $0Net Assets 2024: $119,7622024

Highlighted filing

2024

Assets$119,762
Liabilities$0
Net Assets$119,762
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $128,146Expenses 2011: $124,900Net Income 2011: $3,2462011Revenue 2015: $134,807Expenses 2015: $124,592Net Income 2015: $10,2152015Revenue 2016: $142,548Expenses 2016: $140,205Net Income 2016: $2,3432016Revenue 2017: $136,953Expenses 2017: $162,125Net Income 2017: -$25,1722017Revenue 2018: $140,013Expenses 2018: $143,068Net Income 2018: -$3,0552018Revenue 2019: $127,771Expenses 2019: $150,210Net Income 2019: -$22,4392019Revenue 2020: $122,423Expenses 2020: $115,227Net Income 2020: $7,1962020Revenue 2021: $120,291Expenses 2021: $112,374Net Income 2021: $7,9172021Revenue 2022: $117,237Expenses 2022: $131,756Net Income 2022: -$14,5192022Revenue 2023: $124,822Expenses 2023: $129,917Net Income 2023: -$5,0952023Revenue 2024: $132,433Expenses 2024: $131,144Net Income 2024: $1,2892024

Highlighted filing

2024

Revenue$132,433
Expenses$131,144
Net Income$1,289
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$119,762
Liabilities
$0
Net assets
$119,762
Revenue
$132,433
Expenses
$131,144
Net income
$1,289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$1.32$1.31$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$1.25$1.30$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$1.17$1.32$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.20$1.12$0.08
2020Summary only. Only limited summary data is available for this year.$1.30$0.00$1.22$1.15$0.07
2019Summary only. Only limited summary data is available for this year.$1.23$0.00$1.28$1.50$0.22
2018Summary only. Only limited summary data is available for this year.$1.45$0.00$1.40$1.43$0.03
2017Summary only. Only limited summary data is available for this year.$1.48$0.00$1.37$1.62$0.25
2016Summary only. Only limited summary data is available for this year.$1.74$0.00$1.43$1.40$0.02
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$1.35$1.25$0.10
2011Summary only. Only limited summary data is available for this year.$1.42$0.00$1.28$1.25$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 28, 2025
Return Version
2024v5.0
Gross Receipts
$132,433
Mission and Program Overview

Mission

We are an organization of retirees from the Tennessee Valley Authority and keep our members up to date on issues concerning their retirement and keep them up to date on what is currently going on in the company.

Program Services

DescriptionGrantsExpenses
As a retirees association we approx. 10,000 member but also serve the entire retiree body of the Tennessee Valley Authority providing them with relevant information concerning retirement, community and TVA.$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vickie EllisPresidentPT$0--
Les BaysVice President-$0--
Kate DavisSecretary-$0--
Lisa OverlyTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Tva Retirees Association
EIN
51-0145957
Phone
8656323318
Address
400 West Summit Hill Drive WT 8C-K, Knoxville, TN 37902

Signing Officer

Name
Lisa Overly
Title
Treasurer
Phone
8655677911
Signed
2025-03-28
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Other expenses include dues distributions to chapters, website and email maintenance, meeting expenses, travel expenses, annual membership lunch expenses”

Raw XML Appendix124 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Lisa Overly
IRS990EZ/BooksInCareOfDetail/PhoneNum08655677911
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 West Summit Hill Drive WT 8C-K
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Knoxville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037902
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0118473
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119762
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01289
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0118473
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0119762
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0132433
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt02771
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0129662
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0118473
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119762
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0118473
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119762
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Vickie Ellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Les Bays
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kate Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lisa Overly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt039481
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0We are an organization of retirees from the Tennessee Valley Authority and keep our members up to date on issues concerning their retirement and keep them up to date on what is currently going on in the company.
IRS990EZ/PrintingPublicationsPostageAmt043741
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0As a retirees association we approx. 10,000 member but also serve the entire retiree body of the Tennessee Valley Authority providing them with relevant information concerning retirement, community and TVA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt047922
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0131144
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0132433
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.mytvara.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other expenses include dues distributions to chapters, website and email maintenance, meeting expenses, travel expenses, annual membership lunch expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Overly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08655677911
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TVA RETIREES ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0TVAR
ReturnHeader/Filer/EIN0510145957
ReturnHeader/Filer/PhoneNum08656323318
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 West Summit Hill Drive WT 8C-K
ReturnHeader/Filer/USAddress/CityNm0Knoxville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037902
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-03-28T16:28:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits