2025-04-17T09:16:36-04:00 2024-06-30 742516372 REYNOLDS & FRANKE PC 6836 AUSTIN CENTER BLVD STE 190 AUSTIN TX 78731 990 2023-07-01 510141585 TEXAS RETIRED TEACHERS ASSOCIATION TEXA 5124761622 313 E 12TH STREET NO 200 AUSTIN TX 787011957 TIM LEE EXECUTIVE DIRECTOR 5124761622 2025-04-17 true true RONALD H REYNOLDS CPA P00964479 5122063141 2025-04-17 2023 2025-03-06 01:10:19Z EXTENDED TO MAY 15 2025 TIM LEE 313 E 12TH STEET STE 200 AUSTIN TX 787011957 6483224 false X WWW.TRTA.ORG X 1953 TX WELL-BEING OF RETIRED SCHOOL PERSONNEL. 9 9 15 1500 94243 86943 0 5571584 5857116 116889 319622 401367 306486 6089840 6483224 200 800 0 1532198 1595474 0 326833 4277317 4637420 5809715 6233694 280125 249530 11898247 12135828 2301550 2193186 9596697 9942642 WELL-BEING OF RETIRED SCHOOL PERSONNEL. false false 2999449 800 3456946 PROMOTE THE ECONOMIC, INTELLECTUAL, AND SOCIAL WELL-BEING OF RETIRED TEACHERS AND OTHER PUBLIC SCHOOLS EMPLOYEES. 2499908 2320949 PROMOTE THE ECONOMIC, INTELLECTUAL, AND SOCIAL WELL-BEING OF RETIRED TEACHERS AND OTHER PUBLIC SCHOOLS EMPLOYEES THROUGH THE LOCAL AND DISTRICT CHAPTERS. 5499357 false false false true false false false false false true true false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false true true true true false true 14 0 true 15 true true true false false false false false false false X 9 9 false false true false true true true true true false true true true true true true true true true false false X ROSALIND P JOHNSON 5124761622 313 E 12TH STREET NO 200 AUSTIN TX 787011957 TIM LEE EXECUTIVE DI 30.00 10.00 X 416933 18000 50012 ROSALIND JOHNSON DEPUTY DIREC 40.00 X 175668 0 14873 BROCK GREGG ASSOCIATE DI 40.00 X 118599 0 21328 CINDEE SHARP ASSC DIR COM 40.00 X 101743 0 9076 MARCY CANN PRESIDENT 18.00 X X 0 0 0 LEROY DEHAVEN PAST PRESIDE 18.00 X X 0 0 0 ELLA GAUTHIER 1ST VP/MEMBE 18.00 X X 0 0 0 FRANA PATTERSON 2ND VP/PR 18.00 X X 0 0 0 TERRI NAVRKAL SEC/TREAS 18.00 X X 0 0 0 GARY SCHEPF DIST PRES CO 18.00 X 0 0 0 KAREN HOELSCHER DIST VP COUN 18.00 X 0 0 0 NANCY EVANS DIST RECORDE 18.00 X 0 0 0 DR MARY WIDMIER LEGISLATIVE 18.00 X 0 0 0 812943 18000 95289 4 false true false PITNEY BOWES PURCHASE POWER PO BOX 371874 PITTSBURGH PA 152507874 POSTAGE 255494 HORIZON PRINTING 2111 GRAND AVENUE PARKWAY AUSTIN TX 78728 PRINTING 141788 2 MEMBERSHIP DUES 611710 3348368 3348368 LOCAL/DIST. CHAPTERS 611710 2320949 2320949 ANNUAL CONVENTIONS 611710 95420 95420 LOCAL/DIST. CHPTS 611710 57396 57396 ANNUAL CONVENTIONS EXHIBITORS 611710 17825 17825 17158 13158 4000 5857116 281808 281808 81148 81148 127333 127333 127333 127333 37814 37814 37814 37814 PARTNERSHIP INCOME 611710 90243 90243 PARTNERSHIP INCOME 611710 7762 7762 98005 6483224 5777895 94243 611086 800 800 649302 534676 62283 52343 677237 535763 56235 85239 57545 45551 4842 7152 122180 97017 11513 13650 89210 71826 8018 9366 53117 53117 23682 23682 99363 99363 100678 42193 25783 32702 119875 104742 15133 358806 300360 58446 156151 147699 8452 427394 427394 72429 61565 10864 64731 18694 46037 UBIT 18258 18258 LOCAL AND DISTRICT CHPT 2499908 2499908 DISTRICT DUES ALLOCATION 262800 262800 PRINTING AND PUBLICATIONS 233597 233597 146631 15409 4841 126381 6233694 5499357 407504 326833 185298 199326 4502155 2340553 151914 57165 308417 271028 106313 96757 834761 309005 483135 525756 1482755 3990055 4678260 4655188 11898247 12135828 68061 69287 1124925 1075023 1108564 1048876 2301550 2193186 X 9596697 9942642 9596697 9942642 11898247 12135828 X 249530 41835 54580 X false true X true false true false false 325269 325269 110734 64836 45898 182765 164744 18021 215993 79425 136568 525756 CERTIFICATE OF DEPOSIT 3990055 F 3990055 LOCAL AND DISTRICT CHPT CONSOLIDATE 3092815 OPERATING RIGHT-OF-USE ASSETS 955548 INVESTMENT IN 12TH STREET LTD. 601688 INVESTMENT IN TRTA GP, LLC 5137 4655188 OPERATING LEASE LIABILITY 955548 COMPENSATED ABSENCES 90138 REFUNDS PAYABLE 3190 1048876 X SCHEDULE D, PAGE 3, PART X THE MOST SIGNIFICANT TAX POSITIONS OF THE ASSOCIATION IS ITS ASSERTIONS THAT THEY ARE EXEMPT FROM INCOME TAXES AND ITS DETERMINATIONS OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). THE ASSOCIATION PARTICIPATES IN ACTIVITIES IN WHICH THE INTERNAL REVENUE SERVICE (IRS) CONSIDERS TO BE "BUSINESS INCOME" UNRELATED TO THE ASSOCIATION'S TAX EXEMPT STATUS. 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. X X X false false false false false false false false false TIM LEE EXECUTIVE DIRECTOR 416933 18000 33355 16657 466945 18000 ROSALIND JOHNSON DEPUTY DIRECTOR 175668 14053 820 190541 FORM 990, PAGE 6, PART VI, LINE 4 DURING THE FISCAL YEAR THE ASSOCIATION AMENDED ITS BYLAWS TO: - CHANGE THE TITLE OF FIRST VICE-PRESIDENT AND SECOND VICE-PRESIDENT TO PRESIDENT-ELECT AND VICE-PRESIDENT. - CHANGE THE NAME OF MEMBERSHIP/VOLUNTEER SERVICE COMMITTEE TO MEMBERSHIP/COMMUNITY INVOLVMENT COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 6 THE ASSOCIATION HAS MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A CERTIFIED MEMBERS OF TRTA (I.E., DELEGATES) FROM THE LOCAL CHAPTERS ELECT 5 OFFICERS AT THE HOUSE OF DELEGATES. THESE 5 POSITIONS FORM THE EXECUTIVE COMMITTEE. THE PRESIDENT OF THE BOARD OF DIRECTORS APPOINTS ONE POSITION. THE LOCAL CHAPTERS ELECT DISTRICT PRESIDENTS. THE 20 DISTRICT PRESIDENTS ELECT 3 MEMBERS AMONGST THEMSELVES AS BOARD MEMBERS. THE ELECTION IS HELD AT THE ANNUAL DISTRICT PRESIDENT LEADERSHIP CONFERENCE. TOTAL VOTING MEMBERS OF THE BOARD EQUALS 9. FORM 990, PAGE 6, PART VI, LINE 7B THE HOUSE OF DELEGATES MONITORS THE GOVERNING BOARD FOR COMPLIANCE TO THE BYLAWS AND MUST APPROVE AMENDMENTS TO THE BYLAWS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE WITH THE PREPARING CPA. AN UPDATED COPY IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING WITH THE IRS. 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 DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR. DURING THE REVIEW, THE BOARD CONSIDERS ANY SALARY ADJUSTMENTS THAT MAY NOT ALREADY BE OUTLINED IN THE EXECUTIVE DIRECTOR'S EMPLOYMENT CONTRACT. THE BOARD USES VARIOUS SALARY SURVEYS FROM TEXAS AND AROUND THE NATION, INCLUDING THOSE INVOLVING SALARIES OF ACTIVE SCHOOL ADMINISTRATORS, AS WELL AS THE SALARY SURVEY FROM THE ASSOCIATION OF RETIRED EXECUTIVES. ALL DELIBERATIONS AND DECISIONS OF THIS PROCESS ARE CONTEMORANEOUSLY DOCUMENTED. FORM 990, PAGE 6, PART VI, LINE 19 THE BYLAWS CAN BE FOUND ON THE ORGANIZATION'S WEBSITE. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE EXECUTIVE DIRECTOR. FORM 990, PART XI, LINE 9 BOOK TO TAX CONVERSION 8,390 LOCAL CHAPTERS CONSOLIDATING ADJUSTMENT 46,190 TOTAL 54,580 TRTA GP LLC 313 EAST 12TH ST STE 200 AUSTIN TX 78701 463745965 GEN PTR. TX 3391 3000 TRTA TEXAS RETIRED TEACHERS FOUNDATION 313 E 12TH STREET STE 250 AUSTIN TX 787011903 742958842 EDUCATION TX 501C3 10 TRTA true TWELFTH STREET LIMITED 313 E 12TH STREET SUITE 200 AUSTIN TX 78701 030494855 RENTAL TX TRTF UNRELATED 105851 698358 false false 0.29000 false false false true false false false false false false true false false false true true true false false TEXAS RETIRED TEACHERS FOUNDATION O 32400 ACTUAL CASH TEXAS RETIRED TEACHERS FOUNDATION Q 7200 ACTUAL CASH TEXAS RETIRED TEACHERS FOUNDATION P 47192 ACTUAL CASH TWELFTH STREET LIMITED K 215700 ACTUAL CASH TWELFTH STREET LIMITED D 130113 ACTUAL CASH