Civic Intelligence

Kentucky Retired Teachers Association

EIN 61-1029929 • 501(c)6 • Louisville, KY

Profile

To promote the economic, social and professional interests of retired teachers. To act on behalf of retired teachers in matters involving their needs such as legislation and community efforts. To afford opportunity for the expression and interchange of opinions on matters of special interest to all retired teachers.

7505 Bardstown RoadLouisville, KY 40291

www.krta.org

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

83rd percentile

20%

Higher net margin than 83% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

34th percentile

$63,400

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

9.0%

Faster revenue growth than 59% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,525,806

Up $247,808 (+11%) from 2024

Liabilities

Down

$4,186

Down $378 (-8.3%) from 2024

Net Assets

Up

$2,521,620

Up $248,186 (+11%) from 2024

Revenue

Up

$841,096

Up $69,176 (+9.0%) from 2024

Expenses

Down

$675,362

Down $28,499 (-4.0%) from 2024

Net Income

Up

$165,734

Up $97,675 (+144%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,137,112Liabilities 2011: $87,924Net Assets 2011: $1,049,1882011Assets 2012: $1,127,161Liabilities 2012: $47,793Net Assets 2012: $1,079,3682012Assets 2013: $1,275,415Liabilities 2013: $63,104Net Assets 2013: $1,212,3112013Assets 2014: $1,390,293Liabilities 2014: $39,331Net Assets 2014: $1,350,9622014Assets 2015: $1,415,790Liabilities 2015: $38,717Net Assets 2015: $1,377,0732015Assets 2016: $1,295,015Liabilities 2016: $53,745Net Assets 2016: $1,241,2702016Assets 2017: $1,446,448Liabilities 2017: $49,413Net Assets 2017: $1,397,0352017Assets 2018: $1,440,341Liabilities 2018: $31,941Net Assets 2018: $1,408,4002018Assets 2019: $1,517,490Liabilities 2019: $76,304Net Assets 2019: $1,441,1862019Assets 2020: $1,661,483Liabilities 2020: $1,456Net Assets 2020: $1,660,0272020Assets 2021: $2,244,860Liabilities 2021: $4,527Net Assets 2021: $2,240,3332021Assets 2022: $1,809,664Liabilities 2022: $6,662Net Assets 2022: $1,803,0022022Assets 2023: $2,048,004Liabilities 2023: $1,052Net Assets 2023: $2,046,9522023Assets 2024: $2,277,998Liabilities 2024: $4,564Net Assets 2024: $2,273,4342024Assets 2025: $2,525,806Liabilities 2025: $4,186Net Assets 2025: $2,521,6202025

Highlighted filing

2025

Assets$2,525,806
Liabilities$4,186
Net Assets$2,521,620

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $594,506Expenses 2011: $529,392Net Income 2011: $65,1142011Expenses 2012: $560,7882012Revenue 2013: $631,220Expenses 2013: $567,277Net Income 2013: $63,9432013Revenue 2014: $655,392Expenses 2014: $619,228Net Income 2014: $36,1642014Revenue 2015: $689,017Expenses 2015: $635,449Net Income 2015: $53,5682015Revenue 2016: $712,552Expenses 2016: $773,596Net Income 2016: -$61,0442016Revenue 2017: $710,212Expenses 2017: $650,841Net Income 2017: $59,3712017Revenue 2018: $748,870Expenses 2018: $796,950Net Income 2018: -$48,0802018Revenue 2019: $763,918Expenses 2019: $708,440Net Income 2019: $55,4782019Revenue 2020: $730,486Expenses 2020: $609,890Net Income 2020: $120,5962020Revenue 2021: $957,355Expenses 2021: $562,469Net Income 2021: $394,8862021Revenue 2022: $830,813Expenses 2022: $700,060Net Income 2022: $130,7532022Revenue 2023: $703,480Expenses 2023: $699,595Net Income 2023: $3,8852023Revenue 2024: $771,920Expenses 2024: $703,861Net Income 2024: $68,0592024Revenue 2025: $841,096Expenses 2025: $675,362Net Income 2025: $165,7342025

Highlighted filing

2025

Revenue$841,096
Expenses$675,362
Net Income$165,734

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.00$2.52$0.84$0.68$0.17
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.27$0.77$0.70$0.07
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.00$2.05$0.70$0.70$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.01$1.80$0.83$0.70$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.96$0.56$0.39
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.73$0.61$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.08$1.44$0.76$0.71$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.03$1.41$0.75$0.80$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.05$1.40$0.71$0.65$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.05$1.24$0.71$0.77$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.04$1.38$0.69$0.64$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.04$1.35$0.66$0.62$0.04
2013Summary only. Only limited summary data is available for this year.$1.28$0.06$1.21$0.63$0.57$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.05$1.08$0.56
2011Summary only. Only limited summary data is available for this year.$1.14$0.09$1.05$0.59$0.53$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$959,154
Mission and Program Overview

Mission

To promote the economic, social and professional interests of retired teachers. To act on behalf of retired teachers in matters involving their needs such as legislation and community efforts. To afford opportunity for the expression and interchange of opinions on matters of special interest to all retired teachers.

To promote the economic, social and professional interests of retired teachers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,009,718$2,151,387▲ $141,669
Savings and Temporary Cash Investments$194,382$303,980▲ $109,598
Land, Buildings, and Equipment, Net$73,898$70,439▼ $3,459
Total Assets$2,277,998$2,525,806▲ $247,808
Liabilities
Accounts Payable and Accrued Expenses$4,564$4,186▼ $378
Total Liabilities$4,564$4,186▼ $378
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,246,642$2,494,828▲ $248,186
Net Assets With Donor Restrictions$26,792$26,792→ $0
Total Net Assets Fund Balance$2,273,434$2,521,620▲ $248,186
Total Liabilities and Net Assets / Fund Balance$2,277,998$2,525,806▲ $247,808

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,659$87,758$90,417
Buildings$43,859$9,594$53,453
Land$23,921-$23,921
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Donald T AbramsFormer Executive DirectorFT$63,400$63,400
Gregory RoushExecutive DirectorPT$56,608$56,608
Brenda MeredithCommunications/editorPT$19,377$19,377

Board Members and Trustees

NameTitle
Rick TatumPresident
Ann PorterPresident - Elect
Charlotte BentonVice President
Arthur GreenExec Council
Barbara BarrExec Council
Beverly MartinExec Council
Ellie ThompsonExec Council
Fred TilsleyExec Council
Jenrietta SheffelExec Council
Joann MccaughanExec Council
Meg JuddExec Council
Ramona JeffriesExec Council
Robert AdamsExec Council
Sandy AndersonExec Council
Steve GillespieExec Council
Sue Ellen CaldwellExec Council
Tara ParkerExec Council
Tishana CundiffExec Council
Revenue and Support

Revenue Composition

Contributions and Grants
$575,012
Program Service Revenue
$15,392
Investment Income
$207,505
Other Revenue
$43,187
All Other Contributions
$1,000
Change in Net Assets
$165,734

Audited Revenue Reconciliation

Revenue per Audited Statements
$824,818
Revenue Not Reported on Financial Statements
$16,278
Revenue Not Reported on Form 990
$82,452
Total Revenue per Audited Statements
$907,270
Total Revenue per Form 990
$841,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$462,216
Salaries, Compensation, and Employee Benefits$213,146
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$137,253
Current Officers, Directors, Trustees, and Key Employees---$125,061
Other Salaries and Wages---$66,760
Travel---$53,127
Fees for Services Accounting---$24,122
Other Expenses---$23,325
Fees for Service Investment Mgmnt Fees---$16,278
Payroll Taxes---$15,583
Insurance---$11,739
Office Expenses---$7,192
Pension Plan Contributions---$5,742
Occupancy---$5,475
All Other Expenses---$5,409
Depreciation Depletion---$4,822
Total Functional Expenses$0$0$0$675,362

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$675,362
Expenses per Audited Statements$659,084
Total Expenses per Audited Statements$659,084
Expenses Not Reported on Financial Statements$16,278
Expenses Not Reported on Form 990$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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jan AbramsWife of Former Executive Director (retired Dec 2024)WagesNo$3,587
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed and signed by the executive director, donald t. Abrams, prior to filing the tax return.

Form 990, Part VI, Section C, Line 19

The association makes its governing documents and financial statements available to the public upon request. There is currently no conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
Kentucky Retired Teachers Association
EIN
61-1029929
Phone
5022315802
Address
7505 BARDSTOWN ROAD, LOUISVILLE, KY 40291

Signing Officer

Name
Gregory Roush
Title
Executive Director
Phone
5022315802
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Roush
Formed
1980
Legal Domicile
Ky
Voting Board Members
18
Independent Board Members
18
Employees
5
Volunteers
0

Preparer

Firm
MONROE SHINE & CO INC CPA'S
Address
PO BOX 22039, LOUISVILLE, KY 40252-9804
Preparer
Jeremy M Finn CPA
Phone
5024230311
Supplemental Narrative

Additional Explanations

PART XII, LINE 1:

MODIFIED CASH BASIS

FORM 990, PART XII, LINE 2C:

No changes were made from the prior year.

Financial Statement Notes

PART X, LINE 2:

The association is exempt from federal and state income taxes under section 501(c) (6) of the internal revenue code. Accordingly, the financial statements do not provide for income taxes. The association has implemented the accounting guidance for uncertainty in income taxes. Under that guidance, tax positions need to be recognized in the financial statements when it is more-likely-than-not the position will be sustained upon examination by the tax authorities. As of june 30, 2025, the association has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The association files a federal form 990. The association is not currently being examined and management believes its tax-exempt status would be upheld under examination.

Raw XML AppendixShowing 400 of 455 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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT - ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXEC COUNCIL
IRS990/Form990PartVIISectionAGrp/TitleTxt18FORMER EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20COMMUNICATIONS/EDITOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt031925
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0149983
IRS990/GrossReceiptsAmt0959154
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt011739
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0175580
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0175580
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02009718
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02151387
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt097352
IRS990/LandBldgEquipBasisNetGrp/BOYAmt073898
IRS990/LandBldgEquipBasisNetGrp/EOYAmt070439
IRS990/LandBldgEquipCostOrOtherBssAmt0167791
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0118058
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0574012
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE THE ECONOMIC, SOCIAL AND PROFESSIONAL INTERESTS OF RETIRED TEACHERS. TO ACT ON BEHALF OF RETIRED TEACHERS IN MATTERS INVOLVING THEIR NEEDS SUCH AS LEGISLATION AND COMMUNITY EFFORTS. TO AFFORD OPPORTUNITY FOR THE EXPRESSION AND INTERCHANGE OF OPINIONS ON MATTERS OF SPECIAL INTEREST TO ALL RETIRED TEACHERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02273434
IRS990/NetAssetsOrFundBalancesEOYAmt02521620
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt031925
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt031925
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt082452
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02246642
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02494828
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt05475
IRS990/OfficeExpensesGrp/TotalAmt07192
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc2POSTAGE & SHIPPING
IRS990/OtherExpensesGrp/Desc3TELEPHONE EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0115084
IRS990/OtherExpensesGrp/TotalAmt129821
IRS990/OtherExpensesGrp/TotalAmt228569
IRS990/OtherExpensesGrp/TotalAmt323325
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REBATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt043187
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt043187
IRS990/OtherRevenueTotalAmt043187
IRS990/OtherSalariesAndWagesGrp/TotalAmt066760
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt015583
IRS990/PensionPlanContributionsGrp/TotalAmt05742
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GREGORY ROUSH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL CONVENTION REVE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015392
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015392
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ASSOCIATION PROVIDES A NEWSLETTER, KRTA NEWS, TO ALL MEMBERS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0110236
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ASSOCIATION PROVIDES MEETINGS AND WORKSHOPS FOR RETIRED TEACHERS. THE ASSOCIATION COVERS ALL COSTS FOR THESE FUNCTIONS FOR THEIR MEMBERS. DURING CURRENT FISCAL YEAR, MONIES WERE RECEIVED AS SPONSORSHIPS TO HELP DEFRAY A PORTION OF THE COSTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0190380
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0616364
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0130784
IRS990/PYOtherExpensesAmt0471920
IRS990/PYOtherRevenueAmt09133
IRS990/PYProgramServiceRevenueAmt015639
IRS990/PYRevenuesLessExpensesAmt068059
IRS990/PYSalariesCompEmpBnftPaidAmt0231941
IRS990/PYTotalExpensesAmt0703861
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0771920
IRS990/ReconcilationRevenueExpnssAmt0165734
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0194382
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0303980
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt043859
IRS990ScheduleD/BuildingsGrp/DepreciationAmt09594
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt053453
IRS990ScheduleD/EquipmentGrp/BookValueAmt02659
IRS990ScheduleD/EquipmentGrp/DepreciationAmt087758
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt090417
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt016278
IRS990ScheduleD/ExpensesSubtotalAmt0659084
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt016278
IRS990ScheduleD/InvestmentExpensesNotIncldAmt016278
IRS990ScheduleD/LandGrp/BookValueAmt023921
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt023921
IRS990ScheduleD/NetUnrealizedGainsInvstAmt082452
IRS990ScheduleD/RevenueNotReportedAmt082452
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt016278
IRS990ScheduleD/RevenueSubtotalAmt0824818
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C) (6) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT PROVIDE FOR INCOME TAXES. THE ASSOCIATION HAS IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. UNDER THAT GUIDANCE, TAX POSITIONS NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2025, THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION FILES A FEDERAL FORM 990. THE ASSOCIATION IS NOT CURRENTLY BEING EXAMINED AND MANAGEMENT BELIEVES ITS TAX-EXEMPT STATUS WOULD BE UPHELD UNDER EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt070439
IRS990ScheduleD/TotalExpensesPerForm990Amt0675362
IRS990ScheduleD/TotalRevenuePerForm990Amt0841096
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0907270
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0659084
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JAN ABRAMS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0WIFE OF FORMER EXECUTIVE DIRECTOR (RETIRED DEC 2024)
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt03587
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0WAGES
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED AND SIGNED BY THE EXECUTIVE DIRECTOR, DONALD T. ABRAMS, PRIOR TO FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THERE IS CURRENTLY NO CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGES WERE MADE FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02277998
IRS990/TotalAssetsEOYAmt02525806
IRS990/TotalAssetsGrp/BOYAmt02277998
IRS990/TotalAssetsGrp/EOYAmt02525806
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0575012
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt0675362
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04564
IRS990/TotalLiabilitiesEOYAmt04186
IRS990/TotalLiabilitiesGrp/BOYAmt04564
IRS990/TotalLiabilitiesGrp/EOYAmt04186

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