Nonprofit · EIN 31-0920575
INDIANA RETIRED TEACHERS ASSOCIATION FOUNDATION INC
Tax-exempt · PLAINFIELD, IN 46168
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $92,517 | $61,045 | $31,472 | $735,877 | $22,816 | $713,061 |
| June 30, 2024 | 990 | $67,388 | $50,110 | $17,278 | $652,796 | $15,997 | $636,799 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $59,240
- Program service revenue
- $0
- Investment income
- $32,966
- Net gain from sales of assets
- -$2,972
- Other revenue
- $311
Expenses
- Grants and similar amounts paid
- $30,818
- Compensation of officers, directors and key employees
- $3,320
- Other salaries and wages
- $4,962
- Salaries, compensation and benefits (total)
- $8,282
- Professional fundraising fees
- $0
- Accounting fees
- $8,321
- Program services (functional)
- $38,964
- Management and general (functional)
- $19,530
- Fundraising (functional)
- $2,551
Balance sheet and other
- Total assets, start of year
- $652,796
- Total assets, end of year
- $735,877
- Total liabilities, end of year
- $22,816
- Net assets, end of year
- $713,061
- Publicly traded securities
- $715,275
- Net assets without donor restrictions
- $259,622
- Net assets with donor restrictions
- $453,439
- Gross receipts
- $125,196
- Employees
- 0
- Volunteers
- 75
- Year formed
- 1976
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURA PENMAN | IRTA EXEC DIRECTOR, EX-OFFICIO Trustee or director | 2 | $0 | $84,692 | $21,718 |
| ALAN ZERKEL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDY HOSTETLER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY ZOOK | PAST PRESIDENT / SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ELLEN MULFORD | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID LENNEN | IRTA PRESIDENT, EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| LINDA MORRIS | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK GUARD | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES SHORT | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANE BOULTINGHOUSE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR SHARON BARNES | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURA PENMAN | IRTA EXEC. DIRECTOR, EX-OFFICIO Trustee or director | 2 | $0 | $80,000 | $20,198 |
| JEFFREY ZOOK | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDY HOSTETLER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALAN ZERKEL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ELLEN MULFORD | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID LENNEN | IRTA PRESIDENT, EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| LINDA MORRIS | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK GUARD | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES SHORT | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1916 CROWN PLAZA BLVD STE 113, PLAINFIELD, IN 46168-2959
- Principal officer (990 for 2024)
- ALAN ZERKEL, 1916 CROWN PLAZA BLVD 113, PLAINFIELD, IN 46168
- Signed the 990
- ALAN ZERKEL, PRESIDENT
- Phone
- (317) 637-7481
- Return prepared by
- PILE CPA'S
Mission
AS A PARTNER OF THE INDIANA RETIRED TEACHERS ASSOCIATION ("IRTA"), OUR FOUNDATION PROMOTES THE WELFARE OF RETIRED TEACHERS, SUPPORTS THOSE WHO ARE CURRENTLY TEACHING AND ENCOURAGES PEOPLE TO ENTER THE PROFESSION.
Program accomplishments
- TO SUPPORT OUR MISSION, THE IRTA FOUNDATION SPONSORS:SCHOLARSHIPS: COLLEGE SOPHOMORES AND JUNIORS WHO ARE EDUCATION MAJORS MAY APPLY IN THE SPRING. ONE SCHOLARSHIP IN EACH OF THE TEN GEOGRAPHIC AREAS OF THE IRTA WILL BE AWARDED ANNUALLY.ACTIVE TEACHER GRANTS: PUBLIC SCHOOL EDUCATORS (PRE-K THROUGH 12) MAY APPLY SO THAT THEIR STUDENTS WILL HAVE THE MEANS TO PARTICIPATE IN SPECIAL PROJECTS. APPLICATIONS ARE DUE IN THE FALL, AND A MINIMUM OF ONE GRANT IN EACH OF THE TEN GEOGRAPHIC AREAS WILL BE AWARDED ANNUALLY.A HAND UP: IRTA MEMBERS WHO FACE AN IMMEDIATE, SHORT TERM FINANCIAL NEED MAY APPLY FOR UP TO $1,000. THIS GRANT REQUEST MAY BE MADE AT ANY TIME DURING THE YEAR, AS A NEED ARISES.Expenses $38,964 · grants $30,818 · revenue $311
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0920575
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1977
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $735,877
- Income (IRS master file)
- $125,196
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $92,517 | $61,045 | $735,877 | XML |
| 990 | June 2024 | $67,388 | $50,110 | $652,796 | XML |
| 990 | June 2023 | $45,158 | $55,085 | $596,665 | IRS |
| 990 | June 2022 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0920575).
Questions about INDIANA RETIRED TEACHERS ASSOCIATION FOUNDATION INC
- What is the EIN of INDIANA RETIRED TEACHERS ASSOCIATION FOUNDATION INC?
- The employer identification number (EIN) of INDIANA RETIRED TEACHERS ASSOCIATION FOUNDATION INC is 31-0920575.
- Is INDIANA RETIRED TEACHERS ASSOCIATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to INDIANA RETIRED TEACHERS ASSOCIATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INDIANA RETIRED TEACHERS ASSOCIATION FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDIANA RETIRED TEACHERS ASSOCIATION FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDIANA RETIRED TEACHERS ASSOCIATION FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of INDIANA RETIRED TEACHERS ASSOCIATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names ALAN ZERKEL.
- Who are the officers and directors of INDIANA RETIRED TEACHERS ASSOCIATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does INDIANA RETIRED TEACHERS ASSOCIATION FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $92,517, expenses of $61,045 and total assets of $735,877 at year end.
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