Civic Intelligence

Portage County Retired Teachers Association

EIN 80-0363603 • 501(c)4 • Ravenna, OH

Profile

Retirement issues & member fellowship

6377 Marchinn DriveRavenna, OH 44266

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

49th percentile

1.1%

Higher net margin than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

62nd percentile

3.5%

Faster asset growth than 62% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-36%

Faster revenue growth than 21% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$46,595

Up $3,052 (+7.0%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Up

$13,635

Up $1,524 (+13%) from 2022

Expenses

Down

$10,583

Down $2,892 (-21%) from 2022

Net Income

Up

$3,052

Up $4,416 (+324%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$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

2023

Assets$46,595
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest 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

2023

Revenue$13,635
Expenses$10,583
Net Income$3,052
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$46,595
Liabilities
$0
Net assets
-
Revenue
$13,635
Expenses
$10,583
Net income
$3,052
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
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 26, 2022
Return Version
2021v4.1
Gross Receipts
$14,848
Mission and Program Overview

Mission

Retirement issues & member fellowship

Program Services

DescriptionGrantsExpenses
REMAINED CURRENT AS TO RETIREMENT ISSUES AFFECTING OURMEMBERSHIP OF RETIRED TEACHERS AND PROVIDED FELLOWSHIP TO MEMBERS.$0$1,740
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS DEMARCOPresident-$0--
HELENA PARRYVice-President-$0--
JOANN MCEWENTreasurer-$0--
LISA DEMARCOSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Portage County Retired Teachers Association
EIN
80-0363603
Phone
3308084578
Address
6377 MARCHINN DRIVE, RAVENNA, OH 44266

Signing Officer

Name
Joann Mcewen
Title
Treasurer
Phone
3308084578
Signed
2022-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Alan Balog CPA
Address
516 E MAIN ST, RAVENNA, OH 44266
Preparer
Alan Balog CPA
Phone
3302968467
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“SOCIAL 476.”

Form 990EZ, Part I, Line 8

“SALES/SHIRTS 340.”

Form 990EZ, Part I, Line 16

“Luncheon meeting expenses 3110.”

Form 990EZ, Part I, Line 16

“Scholarship fund transfers 5462.”

Form 990EZ, Part I, Line 16

“DUES 3390.”

Form 990EZ, Part I, Line 16

“Website development technology committee expense 181.”

Form 990EZ, Part I, Line 16

“Membership committee expenses 55.”

Form 990EZ, Part I, Line 16

“Newsletter committee expense 1264.”

Form 990EZ, Part I, Line 16

“SOCIAL COMMITTEE 476.”

Form 990EZ, Part I, Line 16

“Miscellaneous expenses(audit, shirts, donation, & banner) 453.”

Form 990EZ, Part I, Line 16

“INVESTMENT TRANSFER FEE”

Form 990EZ, Part I, Line 20

“Marathon investment increase in value as of 12/31/21 4687.”

Form 990EZ, Part I, Line 20

“ROUNDING ERROR 1.”

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0DAVE GYNN
IRS990EZ/BooksInCareOfDetail/PhoneNum03306788423
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04210 LANCASTER LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KENT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048735
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052997
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03939
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-426
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0273
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048735
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052997
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt0110
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt014848
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04520
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048735
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052997
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048735
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052997
IRS990EZ/OccupancyRentUtltsAndMaintAmt0355
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/PersonNm0CHRIS DEMARCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HELENA PARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOANN MCEWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA DEMARCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt04688
IRS990EZ/OtherExpensesTotalAmt014391
IRS990EZ/OtherRevenueTotalAmt0816
IRS990EZ/PrimaryExemptPurposeTxt0RETIREMENT ISSUES & MEMBER FELLOWSHIP
IRS990EZ/PrintingPublicationsPostageAmt0255
IRS990EZ/ProgramServiceRevenueAmt05462
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REMAINED CURRENT AS TO RETIREMENT ISSUES AFFECTING OURMEMBERSHIP OF RETIRED TEACHERS AND PROVIDED FELLOWSHIP TO MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01740
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0110
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015274
IRS990EZ/TotalProgramServiceExpensesAmt01740
IRS990EZ/TotalRevenueAmt014848
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOCIAL 476.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SALES/SHIRTS 340.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LUNCHEON MEETING EXPENSES 3110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIP FUND TRANSFERS 5462.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES 3390.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WEBSITE DEVELOPMENT TECHNOLOGY COMMITTEE EXPENSE 181.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP COMMITTEE EXPENSES 55.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NEWSLETTER COMMITTEE EXPENSE 1264.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SOCIAL COMMITTEE 476.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS EXPENSES(AUDIT, SHIRTS, DONATION, & BANNER) 453.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INVESTMENT TRANSFER FEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MARATHON INVESTMENT INCREASE IN VALUE AS OF 12/31/21 4687.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ROUNDING ERROR 1.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANN MCEWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03308084578
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTAGE COUNTY RETIRED TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0800363603
ReturnHeader/Filer/PhoneNum03308084578
ReturnHeader/Filer/USAddress/AddressLine1Txt06377 MARCHINN DRIVE
ReturnHeader/Filer/USAddress/CityNm0RAVENNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044266
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341303497
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALAN BALOG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0516 E MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RAVENNA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044266
ReturnHeader/PreparerPersonGrp/PhoneNum03302968467
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan Balog CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-26T08:03:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCEWEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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