Civic Intelligence

Texas Retired Teachers Foundation

EIN 74-2958842 • 501(c)3 • Austin, TX

Profile

To provide resources & programming that contribute to an enhanced quality of life for retired teachers and to be recognized as a leader in providing useful services to retired texas teachers & school personnel.

313 E 12th Street No 200Austin, TX 78701-1957

www.trtf.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.12x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.33x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$484,945

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 93.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

58%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$1,425,249

Up $227,124 (+19%) from 2023

Liabilities

Up

$170,834

Up $16,005 (+10%) from 2023

Net Assets

Up

$1,254,415

Up $211,119 (+20%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin85th percentile

Revenue

Up

$520,110

Up $190,380 (+58%) from 2023

Expenses

Up

$312,540

Up $126,639 (+68%) from 2023

Net Income

Up

$207,570

Up $63,741 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $583,545Liabilities 2010: $25,967Net Assets 2010: $557,5782010Assets 2011: $544,039Liabilities 2011: $37,529Net Assets 2011: $506,5102011Assets 2012: $530,182Liabilities 2012: $37,305Net Assets 2012: $492,8772012Assets 2013: $524,117Liabilities 2013: $57,006Net Assets 2013: $467,1112013Assets 2014: -$45,619Liabilities 2014: $159,473Net Assets 2014: -$205,0922014Assets 2015: -$56,439Liabilities 2015: $151,254Net Assets 2015: -$207,6932015Assets 2016: $17,481Liabilities 2016: $141,607Net Assets 2016: -$124,1262016Assets 2017: $149,498Liabilities 2017: $141,583Net Assets 2017: $7,9152017Assets 2018: $184,980Liabilities 2018: $144,464Net Assets 2018: $40,5162018Assets 2019: $368,529Liabilities 2019: $146,137Net Assets 2019: $222,3922019Assets 2020: $657,162Liabilities 2020: $150,200Net Assets 2020: $506,9622020Assets 2021: $910,178Liabilities 2021: $148,465Net Assets 2021: $761,7132021Assets 2022: $1,025,227Liabilities 2022: $146,143Net Assets 2022: $879,0842022Assets 2023: $1,198,125Liabilities 2023: $154,829Net Assets 2023: $1,043,2962023Assets 2024: $1,425,249Liabilities 2024: $170,834Net Assets 2024: $1,254,4152024

Highlighted filing

2024

Assets$1,425,249
Liabilities$170,834
Net Assets$1,254,415
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $98,580Expenses 2010: $102,318Net Income 2010: -$3,7382010Revenue 2011: $94,261Expenses 2011: $134,458Net Income 2011: -$40,1972011Revenue 2012: $110,055Expenses 2012: $143,151Net Income 2012: -$33,0962012Revenue 2013: $144,504Expenses 2013: $170,270Net Income 2013: -$25,7662013Revenue 2014: -$188,005Expenses 2014: $189,613Net Income 2014: -$377,6182014Revenue 2015: $120,200Expenses 2015: $123,997Net Income 2015: -$3,7972015Revenue 2016: $232,348Expenses 2016: $117,344Net Income 2016: $115,0042016Revenue 2017: $225,890Expenses 2017: $109,113Net Income 2017: $116,7772017Revenue 2018: $343,397Expenses 2018: $310,236Net Income 2018: $33,1612018Revenue 2019: $309,096Expenses 2019: $146,961Net Income 2019: $162,1352019Revenue 2020: $467,566Expenses 2020: $169,217Net Income 2020: $298,3492020Revenue 2021: $743,288Expenses 2021: $486,318Net Income 2021: $256,9702021Revenue 2022: $341,382Expenses 2022: $210,101Net Income 2022: $131,2812022Revenue 2023: $329,730Expenses 2023: $185,901Net Income 2023: $143,8292023Revenue 2024: $520,110Expenses 2024: $312,540Net Income 2024: $207,5702024

Highlighted filing

2024

Revenue$520,110
Expenses$312,540
Net Income$207,570
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,425,249
Liabilities
$170,834
Net assets
$1,254,415
Revenue
$520,110
Expenses
$312,540
Net income
$207,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.17$1.25$0.52$0.31$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.15$1.04$0.33$0.19$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.15$0.88$0.34$0.21$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.15$0.76$0.74$0.49$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.15$0.51$0.47$0.17$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.15$0.22$0.31$0.15$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.14$0.04$0.34$0.31$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.14$0.01$0.23$0.11$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.14$0.12$0.23$0.12$0.12
2015Summary only. Only limited summary data is available for this year.$0.06$0.15$0.21$0.12$0.12$0.00
2014Summary only. Only limited summary data is available for this year.$0.05$0.16$0.21$0.19$0.19$0.38
2013Summary only. Only limited summary data is available for this year.$0.52$0.06$0.47$0.14$0.17$0.03
2012Summary only. Only limited summary data is available for this year.$0.53$0.04$0.49$0.11$0.14$0.03
2011Summary only. Only limited summary data is available for this year.$0.54$0.04$0.51$0.09$0.13$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.03$0.56$0.10$0.10$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 4, 2025
Return Version
2023v6.0
Gross Receipts
$520,110
Mission and Program Overview

Mission

To provide resources & programming that contribute to an enhanced quality of life for retired teachers and to be recognized as a leader in providing useful services to retired texas teachers & school personnel.

To provide resources that contribute to an enhanced quality of life for retired teachers and school personnel.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$675,383$703,741▲ $28,358
Investments Other Securities$267,716$527,174▲ $259,458
Other Notes and Loans Receivable, Net$140,997$140,915▼ $82
Land, Buildings, and Equipment, Net$41,449$31,526▼ $9,923
Accounts Receivable$3,847$10,169▲ $6,322
Cash and Non-Interest-Bearing Accounts$66,175$9,329▼ $56,846
Prepaid Expenses and Deferred Charges$1,929$2,166▲ $237
Total Assets$1,198,125$1,425,249▲ $227,124
Other Assets Total$629$229▼ $400
Liabilities
Other Liabilities$140,915$169,085▲ $28,170
Accounts Payable and Accrued Expenses$13,914$1,749▼ $12,165
Total Liabilities$154,829$170,834▲ $16,005
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$856,072$1,023,285▲ $167,213
Net Assets With Donor Restrictions$187,224$231,130▲ $43,906
Total Net Assets Fund Balance$1,043,296$1,254,415▲ $211,119
Total Liabilities and Net Assets / Fund Balance$1,198,125$1,425,249▲ $227,124

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$24,371$40,155$64,526
Equipment$7,155$18,414$25,569
Other Securities$527,174--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$376,041$10,717▲ $16,988-$403,746
2022$362,276$4,510▲ $9,255-$376,041
2021$361,165$3,217▼ $2,106-$362,276
2020$355,825$4,261▲ $1,079-$361,165
2019$212,043$133,387▲ $10,395-$355,825
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim LeeState CoordiPT$18,000$466,945$484,945
Rosalind JohnsonDeputy Direc--$190,541$190,541
Tim LeeState Coordinator-$18,000-$18,000

Board Members and Trustees

NameTitle
Mary Nell ShortPresident
Rosalind JohnsonDeputy Director
Bill BarnesMember
Brenda RitterMember
David OlivasMember
Elva GarciaMember
Jesse RamosMember
Maridell FryarMember
Nancy BylerMember
Mary Jane HamiltonMember (07/2
Mollye LongSecretary/tr
Carla MeuthVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$230,887
Program Service Revenue
$0
Investment Income
$33,721
Other Revenue
$255,502
All Other Contributions
$230,887
Change in Net Assets
$207,570

Audited Revenue Reconciliation

Revenue per Audited Statements
$520,110
Revenue Not Reported on Form 990
$8,349
Total Revenue per Audited Statements
$528,459
Total Revenue per Form 990
$520,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$152,954
Other Expenses$109,186
Salaries, Compensation, and Employee Benefits$50,400
Total Fundraising Expense$17,986
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$152,954--$152,954
Other Salaries and Wages$25,920$3,240$3,240$32,400
Current Officers, Directors, Trustees, and Key Employees$14,400$1,800$1,800$18,000
Travel$14,922--$14,922
Depreciation Depletion$6,450$1,488$1,985$9,923
Fees for Services Accounting-$9,717-$9,717
Office Expenses$1,254$942$5,510$7,706
Fees for Services Management$5,040$720$1,440$7,200
Conferences and Meetings$3,092--$3,092
Insurance-$2,809-$2,809
Information Technology$710$109$278$1,097
Other Expenses$554$4,060$3,733$554
Total Functional Expenses$225,296$69,258$17,986$312,540

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$317,340
Expenses per Audited Statements$312,540
Total Expenses per Form 990$312,540
Expenses Not Reported on Form 990$4,800
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan From Trta$140,915
Due to Trta$5,137
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the board of trustees with the preparing cpa.”

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 15A

“The board of trustees approves the compensation of the state coordinator during the annual budget process. The compensation is based on the time and effort related to foundation business.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Texas Retired Teachers Foundation
EIN
74-2958842
Phone
5124761622
Address
313 E 12TH STREET NO 200, AUSTIN, TX 78701-1957

Signing Officer

Name
Tim Lee
Title
State Coordinator
Phone
5124761622
Signed
2025-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Lee
Formed
2000
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
150

Preparer

Firm
Reynolds & Franke Pc
Address
6836 AUSTIN CENTER BLVD STE 190, AUSTIN, TX 78731
Preparer
Ronald H Reynolds CPA
Phone
5122063141
Supplemental Narrative

Additional Explanations

Form 990, Part X

“Explanation: the amount reported on form 990, part ix, line 7 represents an allocation the the time texas retired teachers association's employees spend on foundation matters. Texas retired teachers foundation has no employees of its own.”

Form 990, Part XI, Line 9

“Partnership income (tax basis) 3,956”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The spending policy of the lehr-pritchard endowment fund is based on a formula developed by the foundation's board of trustees which determines the spendable amount of the fund for any fiscal year. Once the endowment reaches the 200,000 threshold, earnings net of investment expenses up to 4% on an annual basis will be distributed to the "a helping hand restricted account" for use by the board of trustees to fund the needs of the "a helping hand" program. Earnings in excess of 4% during any given year will be retained in the endowment and will become a permanent part of the corpus of the endowment and will be reflected as board-designated funds. During fiscal year ended june 30, 2024, the foundation received an additional 10,717.00 of permanent donor contributions and recorded 16,988.00 of investment gains. These permanent donor contributions along with the investment gains have been reflected as permanently restricted net assets at june 30, 2024.”

Schedule D, Page 3, Part X

“The most significant tax positions of the foundation is its assertion that it is exempt from income taxes and it's determination of whether any amounts are subject to unrelated business income tax (ubit). The foundation participated in activities in which the internal revenue service (irs) considers to be "business income" unrelated to foundation's tax exempt status and a portion of the profit from these activities is subject to federal 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.”

Schedule D, Page 4, Part XI, Line 2D

“Partnership income (tax basis) 3,956”

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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/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
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