Nonprofit · EIN 61-1029929
KENTUCKY RETIRED TEACHERS ASSOCIATION
Tax-exempt · LOUISVILLE, KY 40291
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $841,096 | $675,362 | $165,734 | $2,525,806 | $4,186 | $2,521,620 |
| June 30, 2024 | 990 | $771,920 | $703,861 | $68,059 | $2,277,998 | $4,564 | $2,273,434 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $575,012
- Membership dues
- $574,012
- Program service revenue
- $15,392
- Investment income
- $207,505
- Net gain from sales of assets
- $31,925
- Other revenue
- $43,187
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $125,061
- Other salaries and wages
- $66,760
- Salaries, compensation and benefits (total)
- $213,146
- Professional fundraising fees
- $0
- Accounting fees
- $24,122
- Occupancy
- $5,475
- Travel
- $53,127
- Depreciation
- $4,822
Balance sheet and other
- Total assets, start of year
- $2,277,998
- Total assets, end of year
- $2,525,806
- Total liabilities, end of year
- $4,186
- Net assets, end of year
- $2,521,620
- Land, buildings and equipment
- $70,439
- Publicly traded securities
- $2,151,387
- Net assets without donor restrictions
- $2,494,828
- Net assets with donor restrictions
- $26,792
- Gross receipts
- $959,154
- Employees
- 5
- Volunteers
- 0
- Year formed
- 1980
- State of legal domicile
- KY
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 |
|---|---|---|---|
| DONALD T ABRAMS | FORMER EXECUTIVE DIRECTOR Officer | 35 | $63,400 |
| GREGORY ROUSH | EXECUTIVE DIRECTOR Officer | 30 | $56,608 |
| BRENDA MEREDITH | COMMUNICATIONS/EDITOR Officer | 30 | $19,377 |
| RICK TATUM | PRESIDENT Trustee or director, Officer | 5 | $0 |
| CHARLOTTE BENTON | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| ANN PORTER | PRESIDENT - ELECT Trustee or director, Officer | 5 | $0 |
| STEVE GILLESPIE | EXEC COUNCIL Trustee or director, Officer | 5 | $0 |
| SUE ELLEN CALDWELL | EXEC COUNCIL Trustee or director | 5 | $0 |
| TARA PARKER | EXEC COUNCIL Trustee or director | 5 | $0 |
| JOANN MCCAUGHAN | EXEC COUNCIL Trustee or director | 5 | $0 |
| ROBERT ADAMS | EXEC COUNCIL Trustee or director | 5 | $0 |
| BEVERLY MARTIN | EXEC COUNCIL Trustee or director | 5 | $0 |
| JENRIETTA SHEFFEL | EXEC COUNCIL Trustee or director | 5 | $0 |
| MEG JUDD | EXEC COUNCIL Trustee or director | 5 | $0 |
| TISHANA CUNDIFF | EXEC COUNCIL Trustee or director | 5 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED TILSLEY | EXEC COUNCIL Trustee or director | 5 | $0 |
| ELLIE THOMPSON | EXEC COUNCIL Trustee or director | 5 | $0 |
| SANDY ANDERSON | EXEC COUNCIL Trustee or director | 5 | $0 |
| BARBARA BARR | EXEC COUNCIL Trustee or director | 5 | $0 |
| ARTHUR GREEN | EXEC COUNCIL Trustee or director | 5 | $0 |
| RAMONA JEFFRIES | EXEC COUNCIL Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD T ABRAMS | EXECUTIVE DIRECTOR Officer | 35 | $62,100 |
| GREGORY ROUSH | DEPUTY EXECUTIVE DIRECTOR Officer | 30 | $55,508 |
| BRENDA MEREDITH | COMMUNICATIONS/EDITOR Officer | 30 | $19,175 |
| STEVE GILLESPIE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| RICK TATUM | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| ANN PORTER | PRESIDENT - ELECT Trustee or director, Officer | 5 | $0 |
| GOLDEN HALE | EXEC COUNCIL Trustee or director, Officer | 5 | $0 |
| TARA PARKER | EXEC COUNCIL Trustee or director | 5 | $0 |
| JOANN MCCAUGHAN | EXEC COUNCIL Trustee or director | 5 | $0 |
| ROBERT ADAMS | EXEC COUNCIL Trustee or director | 5 | $0 |
| BEVERLY MARTIN | EXEC COUNCIL Trustee or director | 5 | $0 |
| HENRIETTA SHEFFEL | EXEC COUNCIL Trustee or director | 5 | $0 |
| MEG JUDD | EXEC COUNCIL Trustee or director | 5 | $0 |
| TISHANA CUNDIFF | EXEC COUNCIL Trustee or director | 5 | $0 |
| FRED TILSLEY | EXEC COUNCIL Trustee or director | 5 | $0 |
| ELLIE THOMPSON | EXEC COUNCIL Trustee or director | 5 | $0 |
| SANDY ANDERSON | EXEC COUNCIL Trustee or director | 5 | $0 |
| REBECCA HUDSON BROWN | EXEC COUNCIL Trustee or director | 5 | $0 |
| ARTHUR GREEN | EXEC COUNCIL Trustee or director | 5 | $0 |
| MARTHA STEPP | EXEC COUNCIL Trustee or director | 5 | $0 |
| SUE ELLEN CALDWELL | EXEC COUNCIL Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 7800 LEADERS LN, LOUISVILLE, KY 40291-8343
- Principal officer (990 for 2024)
- GREGORY ROUSH, 7505 BARDSTOWN ROAD, LOUISVILLE, KY 40291
- Signed the 990
- GREGORY ROUSH, EXECUTIVE DIRECTOR
- Phone
- (502) 231-5802
- Website
- WWW.KRTA.ORG
- Return prepared by
- MONROE SHINE & CO INC CPA'S
Mission
TO PROMOTE THE ECONOMIC, SOCIAL AND PROFESSIONAL INTERESTS OF RETIRED TEACHERS. TO ACT ON BEHALF OF RETIRED TEACHERS IN MATTERS INVOLVING THEIR NEEDS SUCH AS LEGISLATION AND COMMUNITY EFFORTS. TO AFFORD OPPORTUNITY FOR THE EXPRESSION AND INTERCHANGE OF OPINIONS ON MATTERS OF SPECIAL INTEREST TO ALL RETIRED TEACHERS.
Program accomplishments
- THE ASSOCIATION PROVIDES A TELEPHONE HOTLINE TO ANSWER LEGAL QUESTIONS (LEGALINE).Expenses $20,004
- THE ASSOCIATION PROVIDES A NEWSLETTER, KRTA NEWS, TO ALL MEMBERSExpenses $110,236
- THE ASSOCIATION PROVIDES MEETINGS AND WORKSHOPS FOR RETIRED TEACHERS. THE ASSOCIATION COVERS ALL COSTS FOR THESE FUNCTIONS FOR THEIR MEMBERS. DURING CURRENT FISCAL YEAR, MONIES WERE RECEIVED AS SPONSORSHIPS TO HELP DEFRAY A PORTION OF THE COSTS.Expenses $190,380
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
- 61-1029929
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,525,806
- Income (IRS master file)
- $959,154
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $841,096 | $675,362 | $2,525,806 | XML |
| 990 | June 2024 | $771,920 | $703,861 | $2,277,998 | XML |
| 990 | June 2023 | $703,480 | $699,595 | $2,048,004 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 61-1029929).
Questions about KENTUCKY RETIRED TEACHERS ASSOCIATION
- What is the EIN of KENTUCKY RETIRED TEACHERS ASSOCIATION?
- The employer identification number (EIN) of KENTUCKY RETIRED TEACHERS ASSOCIATION is 61-1029929.
- Is KENTUCKY RETIRED TEACHERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1985.
- Are donations to KENTUCKY RETIRED TEACHERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KENTUCKY RETIRED TEACHERS ASSOCIATION 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 KENTUCKY 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 KENTUCKY RETIRED TEACHERS ASSOCIATION 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 KENTUCKY RETIRED TEACHERS ASSOCIATION?
- The 990 for the year ended June 30, 2025 names GREGORY ROUSH.
- Who are the officers and directors of KENTUCKY RETIRED TEACHERS ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 21 people; 3 received compensation from the organization, the highest $63,400 (DONALD T ABRAMS, FORMER EXECUTIVE DIRECTOR).
- How much revenue does KENTUCKY RETIRED TEACHERS ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $841,096, expenses of $675,362 and total assets of $2,525,806 at year end.
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