Civic Intelligence

Portage County Retired Teachers Association

990EZ • Fiscal year 2013 • EIN 80-0363603

Jan 01, 2013 to Dec 31, 2013 • Filed on May 01, 2014

Organization ProfileN/A
2417 Duck Pond Dr44266

(330) 673-8164

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

93rd percentile

45%

Higher net margin than 93% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$33,784

No earlier filing loaded for comparison.

Net Assets

$33,784

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

$21,651

No earlier filing loaded for comparison.

Expenses

$12,011

No earlier filing loaded for comparison.

Net Income

$9,640

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.

$60K$40K$20K$0Assets 2013: $33,784Net Assets 2013: $33,7842013Assets 2014: $34,522Net Assets 2014: $34,5222014Assets 2015: $34,590Net Assets 2015: $34,5902015Assets 2016: $37,204Net Assets 2016: $37,2042016Assets 2017: $40,720Net Assets 2017: $40,7202017Assets 2018: $38,746Net Assets 2018: $38,7462018Assets 2019: $46,182Net Assets 2019: $46,1822019Assets 2020: $48,735Net Assets 2020: $48,7352020Assets 2021: $52,997Net Assets 2021: $52,9972021Assets 2022: $43,543Net Assets 2022: $43,5432022Assets 2023: $46,595Liabilities 2023: $02023

Highlighted filing

2013

Assets$33,784
Liabilities-
Net Assets$33,784
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2013: $21,651Expenses 2013: $12,011Net Income 2013: $9,6402013Revenue 2014: $15,134Expenses 2014: $16,630Net Income 2014: -$1,4962014Revenue 2015: $18,943Expenses 2015: $18,485Net Income 2015: $4582015Revenue 2016: $15,239Expenses 2016: $16,460Net Income 2016: -$1,2212016Revenue 2017: $14,459Expenses 2017: $16,083Net Income 2017: -$1,6242017Revenue 2018: $14,223Expenses 2018: $14,698Net Income 2018: -$4752018Revenue 2019: $14,039Expenses 2019: $14,640Net Income 2019: -$6012019Revenue 2020: $6,083Expenses 2020: $6,527Net Income 2020: -$4442020Revenue 2021: $14,848Expenses 2021: $15,274Net Income 2021: -$4262021Revenue 2022: $12,111Expenses 2022: $13,475Net Income 2022: -$1,3642022Revenue 2023: $13,635Expenses 2023: $10,583Net Income 2023: $3,0522023

Highlighted filing

2013

Revenue$21,651
Expenses$12,011
Net Income$9,640
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 1, 2014
Return Version
2013v3.1
Gross Receipts
$21,651
Mission and Program Overview

Mission

Retirement issues & member fellowship

Program Services

DescriptionGrantsExpenses
REMAINED CURRENT AS TO RETIREMENT ISSUES AFFECTING OUR MEMBERSHIP OF RETIRED TEACHERS AND PROVIDED FELLOWSHIP TO MEMBERS.-$10,638
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HELENA PARRYPresident-$0--
GEORGIA DARRAHVice-President-$0--
DARLENE FETTERHOFFTreasurer-$0--
RIA MASTROMATTEOAss'T Treasurer-$0--
RUTH WEIGANDRecording Secretary-$0--
BARBARA CRIBBSCorresponding Secretary-$0--
RONALD SNOWBERGERPast-President-$0--
RONALD SNOWBERGEROrta Trustee-$0--
RIA MASTROMATTEOAss'T Treasurer-$0--
Filing and Contact Details

Filer

EIN
80-0363603
Phone
3306738164

Signing Officer

Name
Darlene Fetterhoff
Title
Treasurer
Phone
3306738164
Signed
2014-05-01
Discuss with paid preparer
Yes

Preparer

Preparer
Alan Balog
Phone
3302968467
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Luncheon meeting expenses 4001. Supplies 82. Dues 4550. Membership fellowship 283. Website development 25. Accounting fees & ohio fee 270. Refund 874. Bank fees 33. Entertainment 300.”

Form 990EZ, Part I, Line 20

“Cash & investment transferred to 501 (c)(3) scholarship account from 501 (c) (4) -45952. Rounding errors -12.”

Raw XML Appendix128 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DARLENE FETTERHOFF
IRS990EZ/BooksInCareOfDetail/PhoneNum03306738164
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102417 DUCK POND DR
IRS990EZ/BooksInCareOfDetail/USAddress/City0KENT
IRS990EZ/BooksInCareOfDetail/USAddress/State0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode044240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070108
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033784
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04269
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09640
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070108
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033784
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt021651
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02001
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08954
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt070108
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033784
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt070108
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033784
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HELENA PARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGIA DARRAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DARLENE FETTERHOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RIA MASTROMATTEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RUTH WEIGAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARBARA CRIBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RONALD SNOWBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RONALD SNOWBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RIA MASTROMATTEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASS'T TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ORTA TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ASS'T TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-45964
IRS990EZ/OtherExpensesTotalAmt010418
IRS990EZ/PrimaryExemptPurposeTxt0RETIREMENT ISSUES & MEMBER FELLOWSHIP
IRS990EZ/PrintingPublicationsPostageAmt01593
IRS990EZ/ProgramServiceRevenueAmt06427
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REMAINED CURRENT AS TO RETIREMENT ISSUES AFFECTING OUR MEMBERSHIP OF RETIRED TEACHERS AND PROVIDED FELLOWSHIP TO MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010638
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012011
IRS990EZ/TotalProgramServiceExpensesAmt010638
IRS990EZ/TotalRevenueAmt021651
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LUNCHEON MEETING EXPENSES 4001. SUPPLIES 82. DUES 4550. MEMBERSHIP FELLOWSHIP 283. WEBSITE DEVELOPMENT 25. ACCOUNTING FEES & OHIO FEE 270. REFUND 874. BANK FEES 33. ENTERTAINMENT 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH & INVESTMENT TRANSFERRED TO 501 (C)(3) SCHOLARSHIP ACCOUNT FROM 501 (C) (4) -45952. ROUNDING ERRORS -12.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARLENE FETTERHOFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03306738164
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10PORTAGE COUNTY RETIRED TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0800363603
ReturnHeader/Filer/PhoneNum03306738164
ReturnHeader/Filer/USAddress/AddressLine102417 DUCK POND DR
ReturnHeader/Filer/USAddress/City0RAVENNA
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ALAN BALOG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10516 E MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RAVENNA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0442663219
ReturnHeader/PreparerPersonGrp/PhoneNum03302968467
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN BALOG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-02T07:24:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,784
Liabilities
-
Net assets
$33,784
Revenue
$21,651
Expenses
$12,011
Net income
$9,640
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$46.6$0.00$13.6$10.6$3.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.5$43.5$12.1$13.5$1.36
2021Detailed filing. Detailed filing data is available for this year.$53.0$53.0$14.8$15.3$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.7$48.7$6.08$6.53$0.44
2019Detailed filing. Detailed filing data is available for this year.$46.2$46.2$14.0$14.6$0.60
2018Detailed filing. Detailed filing data is available for this year.$38.7$38.7$14.2$14.7$0.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.7$40.7$14.5$16.1$1.62
2016Detailed filing. Detailed filing data is available for this year.$37.2$37.2$15.2$16.5$1.22
2015Detailed filing. Detailed filing data is available for this year.$34.6$34.6$18.9$18.5$0.46
2014Detailed filing. Detailed filing data is available for this year.$34.5$34.5$15.1$16.6$1.50
2013Detailed filing. Detailed filing data is available for this year.$33.8$33.8$21.7$12.0$9.64
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)4 • <$500k nonprofits