Civic Intelligence

Texas Retired Teachers Foundation

990EZ • Fiscal year 2010 • EIN 74-2958842

Jul 01, 2009 to Jun 30, 2010 • Filed on Apr 20, 2011

Organization ProfileWWW.TRTF.ORG
313 E 12th Street78701
Siviq Scores

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

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

2010 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

66th percentile

0.26x

Higher debt load relative to revenue than 66% of similar nonprofits.

2010 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2010

Net Margin

38th percentile

-3.8%

Higher net margin than 38% of similar nonprofits.

2010 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Balance Sheet
Liabilities / Assets45th percentile

Assets

$583,545

No earlier filing loaded for comparison.

Net Assets

$557,578

No earlier filing loaded for comparison.

Liabilities

$25,967

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin38th percentile

Revenue

$98,580

No earlier filing loaded for comparison.

Expenses

$102,318

No earlier filing loaded for comparison.

Net Income

-$3,738

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2010

Assets$583,545
Liabilities$25,967
Net Assets$557,578
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2010

Revenue$98,580
Expenses$102,318
Net Income-$3,738
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Apr 20, 2011
Return Version
2009v1.7
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.

Filing and Contact Details

Filer

EIN
74-2958842
Raw XML Appendix198 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0514446
IRS990EZ/CashSavingsAndInvestments/EOY0513758
IRS990EZ/ContributionsGiftsGrantsEtc080138
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-3738
IRS990EZ/FeesAndOthPymtToIndContractors02432
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts098580
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome015
IRS990EZ/LandAndBuildings/BOY011723
IRS990EZ/LandAndBuildings/EOY011152
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0561316
IRS990EZ/NetAssetsOrFundBalancesBOY0561316
IRS990EZ/NetAssetsOrFundBalances/EOY0557578
IRS990EZ/NetAssetsOrFundBalancesEOY0557578
IRS990EZ/OccupancyRentUtilitiesAndMaint012860
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10313 E 12TH ST SUITE 250
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11313 E 12TH ST SUITE 250
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12313 E 12TH ST SUITE 250
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13313 E 12TH ST SUITE 250
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine14313 E 12TH ST SUITE 250
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine15313 E 12TH ST SUITE 250
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine16313 E 12TH ST SUITE 250
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine17313 E 12TH ST SUITE 250
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0AUSTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1AUSTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2AUSTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3AUSTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City4AUSTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City5AUSTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City6AUSTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City7AUSTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0TX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1TX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2TX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3TX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State4TX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State5TX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State6TX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State7TX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode078701
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode178701
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode278701
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode378701
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode478701
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode578701
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode678701
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode778701
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0TOM PRITCHARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1WILLIAM PENCE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2LA VONNE ROGERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3CAROLYN LANCE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4BARBARA A SOTO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5ROBERT RICHARDS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6MIKE LEHR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7DR KENNETH LAYCOCK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4SEC/TREAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7BOARD ADVISOR
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0true
IRS990EZ/OrganizationHadUBI0true
IRS990EZ/OtherAssetsTotal/BOY060540
IRS990EZ/OtherAssetsTotal/EOY058635
IRS990EZ/OtherExpensesTotal033115
IRS990EZ/OtherRevenueTotal013807
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0SCHOLARSHIPS, GRANTS, AND EDUCATIONAL ASSISTANCE
IRS990EZ/PrintingPublicationsPostage028911
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO EDUCATE THE MEMBERS OF TRTA REGARDING THE BENEFITS OF GIVING AND PHILANTHROPY, AND PROVIDING SCHOLARSHIP GRANTS AND OTHER FORMS OF EDUCATIONAL ASSISTANCE.
IRS990EZ/ProgramServiceRevenue04620
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/SalariesOtherCompEmplBenefits025000
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsGrossRevenue00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/SumOfTotalLiabilities/BOY025393
IRS990EZ/SumOfTotalLiabilities/EOY025967
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10313 E 12TH STREET AUSTIN TX
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0AUSTIN
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0TX
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode078701
IRS990EZ/TheBooksAreInCareOf/NamePerson0BOBBIE PEARSON
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05124761622
IRS990EZ/TotalAssets/BOY0586709
IRS990EZ/TotalAssets/EOY0583545
IRS990EZ/TotalExpenses0102318
IRS990EZ/TotalRevenue098580
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear080138
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year08783
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years028490
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years091107
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years0369219
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0577737
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear015
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year01856
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years06823
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years08007
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years08536
IRS990ScheduleA/GrossInvestmentIncome509/Total025237
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total00
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total00
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear015
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year01856
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years06823
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years08007
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years08536
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total025237
IRS990ScheduleA/InvestmentIncomePercentage00.03980
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/CurrentTaxYear04620
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year04675
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years06818
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years07364
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus4Years08360
IRS990ScheduleA/OtherIncome509/Total031837
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.91010
IRS990ScheduleA/PublicSupportTotal5090577737
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear080138
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year08783
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years028490
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years091107
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0369219
IRS990ScheduleA/Total509/Total0577737
IRS990ScheduleA/TotalSupportTotal/Total0634811
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0742958842
ReturnHeader/Filer/Name/BusinessNameLine10TEXAS RETIRED TEACHERS FOUNDATION
ReturnHeader/Filer/NameControl0TEXA
ReturnHeader/Filer/Phone05124761622
ReturnHeader/Filer/USAddress/AddressLine10313 E 12TH STREET
ReturnHeader/Filer/USAddress/City0AUSTIN
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078701
ReturnHeader/Officer/DateSigned02011-04-20
ReturnHeader/Officer/Name0Tim Lee
ReturnHeader/Officer/Title0Executive Director
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Bounds Chatelain & Pharr PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105750 Balcones Drive - Suite 208
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Austin
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode078731
ReturnHeader/Preparer/Name0Gary Bounds CPA
ReturnHeader/Preparer/Phone05124582178
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02009-07-01
ReturnHeader/TaxPeriodEndDate02010-06-30
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-04-28T08:33:38-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$583,545
Liabilities
$25,967
Net assets
$557,578
Revenue
$98,580
Expenses
$102,318
Net income
-$3,738
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