2024-10-10T13:02:19-05:00 2024-03-31 720464428 Hawthorn Waymouth & Carroll LLP 8545 United Plaza Blvd - No 200 Baton Rouge LA 708099982 990 2023-04-01 726027354 Louisiana Retired Teachers Association Inc LOUI 2259278837 9412 Common St 5 Baton Rouge LA 70809 Rodney Watson Executive Director 2259278837 2024-10-10 1 0 Charles R Pevey P00103577 2259233000 2024-09-26 X 2023 2024-10-15 13:58:12Z Rodney Watson 9412 Common St 5 Baton Rouge LA 70809 613271 0 X www.lrta.net X 1956 LA Promoting the well-being and quality of life of retired teachers in Louisiana 15 15 5 100 0 0 0 0 528398 508985 7600 31453 59145 63901 595143 604339 0 0 0 0 342041 351263 0 0 0 302851 269023 644892 620286 -49749 -15947 889437 866718 148007 141235 741430 725483 X Promoting the well-being and quality of life of retired teachers in Louisiana. 0 0 180733 211724 An eight-page newsletter is published six times per year and mailed to 20,000-plus members. 12828 15028 State-wide conventions were held with retired teachers in attendance. Informational and educational topics were highlighted in the interest of improving the well-being/quality of life of Louisiana's retired teachers. 199576 233798 District and unit associations are serviced, including the provision of speakers, consultants and resources for program planning and implementation. All time provided is donated except for paid LRTA staff. Periodic informational updates are sent to key leadership volunteers throughout the state. 55544 65068 Periodic informational updates are sent to key leadership volunteers throughout the state. 55544 65068 448681 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 5 1 0 0 0 0 1 1 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X Rodney R Watson 2259278837 9412 Common St Suite 5 Baton Rouge LA 70809 Lazette Watterson President 1.00 X X 0 0 0 Janis Hernandez Past-President 1.00 X X 0 0 0 Clyde F Hamner First Vice President 1.00 X X 0 0 0 Genevieve Gordon Second Vice President 1.00 X X 0 0 0 Levon LeBan District I President 1.00 X 0 0 0 William Picard District II President 1.00 X 0 0 0 Gayle T Foster District III President 1.00 X 0 0 0 S Sue Potts District IV President 1.00 X 0 0 0 Patricia A Sonnier District V President 1.00 X 0 0 0 Ivy Mouton District VI President 1.00 X 0 0 0 Sue Sandifer District VII President 1.00 X 0 0 0 Chris Nolen District VIII President 1.00 X 0 0 0 Leandra Mitchell District IX President 1.00 X 0 0 0 Becky Solley District X President 1.00 X 0 0 0 Emma L Shepard District XI President 1.00 X 0 0 0 Rodney Watson Executive Director 40.00 X 145506 0 7944 145506 0 7944 1 0 1 0 0 Membership Dues & Asse 900088 508985 508985 508985 31453 31453 16200 8932 7268 7268 7268 Endorsement Contract 900099 40000 40000 Sponsorship Income 900099 10739 10739 5894 5894 56633 604339 525618 0 78721 145506 97050 48456 162012 107997 54015 19843 13172 6671 23902 15933 7969 8900 8900 300 300 37532 18727 18805 6665 4690 1975 31794 26208 5586 17104 12828 4276 13625 12938 687 9997 9997 Membership Services 132369 132369 Telecommunications 8718 5231 3487 Auto Expense 1409 1233 176 Other Dues 610 305 305 620286 448681 171605 0 146524 118087 672255 702988 13170 4944 5513 5975 295809 261085 51975 34724 889437 866718 2209 2209 124467 137053 21331 1973 148007 141235 X 741430 725483 741430 725483 889437 866718 -15947 0 X X 0 1 X 1 0 1 0 0 179543 151143 28400 33255 29375 3880 39542 37098 2444 43469 43469 0 34724 Flex Acct Payable 1973 1973 X 612971 8932 8932 604039 300 300 604339 628918 8932 8932 619986 300 300 620286 Part X, Line 2: The association is a nonprofit corporation exempt from income taxes under Section 501(c)(4) of the Internal Revenue Code of 1986. In addition, the association has been determined by the Internal Revenue Service not to be a "private foundation" within the meaning of Section 509(a) of the Internal Revenue Code. Management has determined that there are no uncertain tax positions that would require recognition in the financial statements. If the association were to incur an income tax liability in the future, interest on any income tax liability would be reported as interest expense, and penalties on any income tax would be reported as income taxes. Management's conclusions regarding uncertain tax positions may be subject to review and adjustment at a later date based on ongoing analysis of tax laws, regulations, and interpretations thereof as well as other factors. Part XI, Line 2d - Other Adjustments: Rental Expenses Included in Revenue 8,932. Part XII, Line 2d - Other Adjustments: Rental Expenses Included in Revenue 8,932. 0 0 0 0 0 0 0 0 0 Rodney Watson Executive Director 145506 0 0 0 0 0 0 0 7944 0 153450 0 0 0 Form 990, Part VI, Section A, line 6 Members of the organization are comprised of retired teachers in Louisiana. Form 990, Part VI, Section A, line 7a Members elect the president, first vice president, and second vice president, all of whom serve concurrent two-year terms. District presidents serving on the Board are elected by and from the membership in their respective 11 districts. Form 990, Part VI, Section A, line 7b All changes to the organization's Article of Incorporation and Bylaws may only be approved by a majority vote of the membership. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the Executive Director and the Assistant Director before filing. Form 990, Part VI, Section B, line 12c The conflict of interest policy is published in the Board Policy and Employee Handbook. Board members and employees must certify in writing that no conflicts exist. Allegations of a conflict are evaluated on a case-by-case basis by the Board to determine the appropriate course of action if an issue arises. Form 990, Part VI, Section B, line 15a The Executive Director's compensation is reviewed annually by the Executive Committee and by the Executive Board. Form 990, Part VI, Section C, line 18 The organization makes its Form 1023 and Form 990 available for public inspection upon request. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XI, Line 2c The oversight or selection process has not changed from the prior year.