Nonprofit · EIN 31-6027920
TEACHERS ANNUITY AND AID ASSOCIATION OF HAMILTON COUNTY OHI
Also known as MARIE KALB
Tax-exempt · CINCINNATI, OH 45236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $337,152 | $271,509 | $65,643 | $5,913,296 | $0 | $5,913,296 |
| December 31, 2023 | 990 | $176,307 | $275,134 | -$98,827 | $5,591,182 | $0 | $5,591,182 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,620
- Membership dues
- $4,620
- Program service revenue
- $0
- Investment income
- $332,532
- Net gain from sales of assets
- $133,954
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $221,350
- Other salaries and wages
- $9,600
- Salaries, compensation and benefits (total)
- $10,478
- Professional fundraising fees
- $0
- Program services (functional)
- $221,350
- Management and general (functional)
- $50,159
Balance sheet and other
- Total assets, start of year
- $5,591,182
- Total assets, end of year
- $5,913,296
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,913,296
- Publicly traded securities
- $3,862,632
- Gross receipts
- $1,322,449
- Employees
- 3
- Year formed
- 1957
- State of legal domicile
- OH
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAY PARKS | FINANCE SECR Trustee or director, Officer | 1 | $3,200 |
| JERRY SUIT | RECORDING SE Trustee or director, Officer | 1 | $3,200 |
| MARIE KALB | TREASURER Trustee or director, Officer | 1 | $3,200 |
| DORI MARTZ | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DONNA WUERDEMAN | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| JUDY MEIERING | TRUSTEE Trustee or director | 1 | $0 |
| DEBORAH BAILEY | TRUSTEE Trustee or director | 1 | $0 |
| CEAIR BAGGETT | TRUSTEE Trustee or director | 1 | $0 |
| DENNIS MILES | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAY PARKS | FINANCE SECR Trustee or director, Officer | 1 | $3,200 |
| JERRY SUIT | RECORDING SE Trustee or director, Officer | 1 | $3,200 |
| MARIE KALB | TREASURER Trustee or director, Officer | 1 | $3,200 |
| DORI MARTZ | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DONNA WUERDEMAN | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| JUDY MEIERING | TRUSTEE Trustee or director | 1 | $0 |
| TINA CANDELARESI | TRUSTEE Trustee or director | 1 | $0 |
| CEAIR BAGGETT | TRUSTEE Trustee or director | 1 | $0 |
| DENNIS MILES | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7221 MONTGOMERY RD, CINCINNATI, OH 45236-3942
- In care of
- % JAY PARKS
- Principal officer (990 for 2024)
- JAY PARKS, 4012 NOB HILL DRIVE, FT THOMAS, KY 41075
- Signed the 990
- JAY PARKS, FINANCE SECRETARY
- Phone
- (513) 559-0585
- Return prepared by
- HK CAMPBELL & COMPANY INC
Mission
TO PROVIDE TEACHERS WHO INITIALLY TEACH IN HAMILTON COUNTY WITH RETIREMENT ANNUITIES, DEATH BENEFITS AND/OR AID ANNUITIES.
Program accomplishments
- ALL INCOME FROM INVESTMENTS IS PAID OUT IN ANNUITIES, DEATH BENEFITS AND IN AID ANNUITIES. RETIRED AND DISABLED MEMBERS FROM THE SCHOOL SYSTEM RECEIVE THE SAME ANNUITY AS THE REGULAR MEMBERS.Expenses $221,350
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-6027920
- Tax-exempt status
- 501(c)(11): Teachers' retirement fund
- Donations deductible
- No
- Exempt since
- 1957
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,913,296
- Income (IRS master file)
- $1,322,449
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $337,152 | $271,509 | $5,913,296 | XML |
| 990 | December 2023 | $176,307 | $275,134 | $5,591,182 | XML |
| 990 | December 2022 | $258,798 | $271,366 | $5,325,002 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 31-6027920).
Questions about TEACHERS ANNUITY AND AID ASSOCIATION OF HAMILTON COUNTY OHI
- What is the EIN of TEACHERS ANNUITY AND AID ASSOCIATION OF HAMILTON COUNTY OHI?
- The employer identification number (EIN) of TEACHERS ANNUITY AND AID ASSOCIATION OF HAMILTON COUNTY OHI is 31-6027920.
- Is TEACHERS ANNUITY AND AID ASSOCIATION OF HAMILTON COUNTY OHI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(11) since 1957.
- Are donations to TEACHERS ANNUITY AND AID ASSOCIATION OF HAMILTON COUNTY OHI tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TEACHERS ANNUITY AND AID ASSOCIATION OF HAMILTON COUNTY OHI 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 TEACHERS ANNUITY AND AID ASSOCIATION OF HAMILTON COUNTY OHI due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TEACHERS ANNUITY AND AID ASSOCIATION OF HAMILTON COUNTY OHI last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of TEACHERS ANNUITY AND AID ASSOCIATION OF HAMILTON COUNTY OHI?
- The 990 for the year ended December 31, 2024 names JAY PARKS.
- Who are the officers and directors of TEACHERS ANNUITY AND AID ASSOCIATION OF HAMILTON COUNTY OHI?
- The 990 for the year ended December 31, 2024 lists 9 people; 3 received compensation from the organization, the highest $3,200 (JAY PARKS, FINANCE SECR).
- How much revenue does TEACHERS ANNUITY AND AID ASSOCIATION OF HAMILTON COUNTY OHI have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $337,152, expenses of $271,509 and total assets of $5,913,296 at year end.
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