Nonprofit · EIN 51-0141585
TEXAS RETIRED TEACHERS ASSOCIATION
Tax-exempt · AUSTIN, TX 78701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,561,353 | $6,167,372 | $393,981 | $12,257,574 | $1,884,071 | $10,373,503 |
| June 30, 2024 | 990 | $6,483,224 | $6,233,694 | $249,530 | $12,135,828 | $2,193,186 | $9,942,642 |
| June 30, 2023 | 990 | $6,089,840 | $5,809,715 | $280,125 | $11,898,247 | $2,301,550 | $9,596,697 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,915,955
- Investment income
- $320,332
- Royalties
- $111,310
- Net rental income
- $131,319
- Other revenue
- $325,066
Expenses
- Grants and similar amounts paid
- $500
- Compensation of officers, directors and key employees
- $665,222
- Other salaries and wages
- $685,200
- Salaries, compensation and benefits (total)
- $1,643,680
- Professional fundraising fees
- $0
- Legal fees
- $65,204
- Accounting fees
- $31,605
- Occupancy
- $376,762
- Travel
- $165,404
- Depreciation
- $73,647
- Program services (functional)
- $5,294,631
- Management and general (functional)
- $542,149
- Fundraising (functional)
- $330,593
Balance sheet and other
- Total assets, start of year
- $12,135,828
- Total assets, end of year
- $12,257,574
- Total liabilities, end of year
- $1,884,071
- Net assets, end of year
- $10,373,503
- Land, buildings and equipment
- $479,318
- Net assets without donor restrictions
- $10,373,503
- Gross unrelated business income
- $71,383
- Gross receipts
- $6,561,353
- Employees
- 17
- Volunteers
- 1,500
- Year formed
- 1953
- State of legal domicile
- TX
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 |
|---|---|---|---|---|---|
| TIM LEE | EXECUTIVE DI Officer | 30 | $393,670 | $21,000 | $46,127 |
| ROSALIND JOHNSON | DEPUTY DIREC Officer | 40 | $185,631 | $0 | $15,697 |
| BROCK GREGG | ASSOCIATE DI Highest-paid employee | 40 | $120,549 | $0 | $21,662 |
| CINDEE SHARP | ASSC DIR COM Highest-paid employee | 40 | $103,310 | $0 | $9,210 |
| ELLA GAUTHIER | PRESIDENT Trustee or director, Officer | 18 | $0 | $0 | $0 |
| MARCY CANN | PAST PRESIDE Trustee or director, Officer | 18 | $0 | $0 | $0 |
| FRANA PATTERSON | 1ST VP/MEMBE Trustee or director, Officer | 18 | $0 | $0 | $0 |
| TERRI NAVRKAL | 2ND VP/PR Trustee or director, Officer | 18 | $0 | $0 | $0 |
| GARY SCHEPF | SEC/TREAS Trustee or director, Officer | 18 | $0 | $0 | $0 |
| KAREN HOELSCHER | DIST PRES CO Trustee or director | 18 | $0 | $0 | $0 |
| JUDY KENNEDY | DIST VP COUN Trustee or director | 18 | $0 | $0 | $0 |
| STEPHEN EVANS | DIST RECORDE Trustee or director | 18 | $0 | $0 | $0 |
| DR MARY WIDMIER | LEGISLATIVE Trustee or director | 18 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIM LEE | EXECUTIVE DI Officer | 30 | $416,933 | $18,000 | $50,012 |
| ROSALIND JOHNSON | DEPUTY DIREC Officer | 40 | $175,668 | $0 | $14,873 |
| BROCK GREGG | ASSOCIATE DI Highest-paid employee | 40 | $118,599 | $0 | $21,328 |
| CINDEE SHARP | ASSC DIR COM Highest-paid employee | 40 | $101,743 | $0 | $9,076 |
| MARCY CANN | PRESIDENT Trustee or director, Officer | 18 | $0 | $0 | $0 |
| LEROY DEHAVEN | PAST PRESIDE Trustee or director, Officer | 18 | $0 | $0 | $0 |
| ELLA GAUTHIER | 1ST VP/MEMBE Trustee or director, Officer | 18 | $0 | $0 | $0 |
| FRANA PATTERSON | 2ND VP/PR Trustee or director, Officer | 18 | $0 | $0 | $0 |
| TERRI NAVRKAL | SEC/TREAS Trustee or director, Officer | 18 | $0 | $0 | $0 |
| GARY SCHEPF | DIST PRES CO Trustee or director | 18 | $0 | $0 | $0 |
| KAREN HOELSCHER | DIST VP COUN Trustee or director | 18 | $0 | $0 | $0 |
| NANCY EVANS | DIST RECORDE Trustee or director | 18 | $0 | $0 | $0 |
| DR MARY WIDMIER | LEGISLATIVE Trustee or director | 18 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIM LEE | EXECUTIVE DI Officer | 30 | $361,446 | $18,000 | $43,983 |
| ROSALIND JOHNSON | DEPUTY DIREC Officer | 40 | $170,839 | $0 | $14,459 |
| BROCK GREGG | ASSOCIATE DI Highest-paid employee | 40 | $122,360 | $0 | $20,926 |
| MARCY CANN | PRESIDENT Trustee or director, Officer | 18 | $0 | $0 | $0 |
| LEROY DEHAVEN | PAST PRESIDE Trustee or director, Officer | 18 | $0 | $0 | $0 |
| ELLA GAUTHIER | 1ST VP/MEMBE Trustee or director, Officer | 18 | $0 | $0 | $0 |
| FRANA PATTERSON | 2ND VP/PR Trustee or director, Officer | 18 | $0 | $0 | $0 |
| TERRI NAVRKAL | SEC/TREAS Trustee or director, Officer | 18 | $0 | $0 | $0 |
| GARY SCHEPF | DIST PRES CO Trustee or director | 18 | $0 | $0 | $0 |
| NANCY EVANS | DIST VP COUN Trustee or director | 18 | $0 | $0 | $0 |
| KAREN HOELSCHER | DIST RECORDE Trustee or director | 18 | $0 | $0 | $0 |
| DR MARY WIDMIER | LEGISLATIVE Trustee or director | 18 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 313 E 12TH ST STE 200, AUSTIN, TX 78701-1957
- Mailing address (990-N for 2024)
- 2204 Deer Trail, Lampasas TX 76550
- Principal officer (990 for 2024)
- TIM LEE, 313 E 12TH STEET STE 200, AUSTIN, TX 787011957
- Principal officer (990-N for 2024)
- William Brister, 2204 Deer Trail, Lampasas TX 76550
- Signed the 990
- TIM LEE, EXECUTIVE DIRECTOR
- Phone
- (512) 476-1622
- Website
- WWW.TRTA.ORG
- Return prepared by
- REYNOLDS & FRANKE PC
Mission
WELL-BEING OF RETIRED SCHOOL PERSONNEL.
Program accomplishments
- PROMOTE THE ECONOMIC, INTELLECTUAL, AND SOCIAL WELL-BEING OF RETIRED TEACHERS AND OTHER PUBLIC SCHOOLS EMPLOYEES.Expenses $2,769,659 · grants $500 · revenue $3,340,233
- PROMOTE THE ECONOMIC, INTELLECTUAL, AND SOCIAL WELL-BEING OF RETIRED TEACHERS AND OTHER PUBLIC SCHOOLS EMPLOYEES THROUGH THE LOCAL AND DISTRICT CHAPTERS.Expenses $2,524,972 · revenue $2,503,468
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-N on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 51-0141585
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S80)
- Assets (IRS master file)
- $12,257,574
- Income (IRS master file)
- $6,561,353
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2024 Officer: William Brister | June 30, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2025 | $6,561,353 | $6,167,372 | $12,257,574 | IRS |
| 990 | June 2024 | $6,483,224 | $6,233,694 | $12,135,828 | XML |
| 990 | June 2023 | $6,089,840 | $5,809,715 | $11,898,247 | XML |
| 990 | June 2022 | $5,840,253 | $7,026,531 | $10,536,372 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 51-0141585).
Questions about TEXAS RETIRED TEACHERS ASSOCIATION
- What is the EIN of TEXAS RETIRED TEACHERS ASSOCIATION?
- The employer identification number (EIN) of TEXAS RETIRED TEACHERS ASSOCIATION is 51-0141585.
- Is TEXAS RETIRED TEACHERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1999.
- Are donations to TEXAS RETIRED TEACHERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TEXAS RETIRED TEACHERS ASSOCIATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of TEXAS RETIRED TEACHERS ASSOCIATION 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 TEXAS RETIRED TEACHERS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2024 for the year ended June 30, 2025.
- Who is the principal officer of TEXAS RETIRED TEACHERS ASSOCIATION?
- The 990 for the year ended June 30, 2025 names TIM LEE.
- Who are the officers and directors of TEXAS RETIRED TEACHERS ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 13 people; 4 received compensation from the organization, the highest $393,670 (TIM LEE, EXECUTIVE DI).
- How much revenue does TEXAS RETIRED TEACHERS ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,561,353, expenses of $6,167,372 and total assets of $12,257,574 at year end.
Other nonprofits in AUSTIN
- FEEDING TEXAS EIN 74-2762542 · last filed 990 for 2025
- THE ONESTAR FOUNDATION EIN 20-0445492 · last filed 990 for 2024
- WI-FI ALLIANCE EIN 77-0519808 · last filed 990 for 2024
- OPEN COMPUTE PROJECT FOUNDATION EIN 45-3630872 · last filed 990 for 2024
- WHOLE FOODS MARKET FOUNDATION EIN 20-2376273 · last filed 990-PF for 2024
- TEXAS ONE FUND INC EIN 87-3873183 · last filed 990 for 2024
- PEOPLEFUND EIN 74-2814572 · last filed 990 for 2025
- TRI-ANGEL UNLIMITED EIN 74-2782958 · last filed 990 for 2025
All nonprofits in AUSTIN · Texas · Community improvement and capacity building