MISSOURI RETIRED TEACHERS ASSOC & PUBLIC

EIN: 237389554

JEFFERSON CITY, MO

Total Revenue
$1,181,846
Total Expenses
$1,169,297
Total Assets
$1,154,440
Net Assets
$1,154,440
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
MO
Principal Officer
MAUREEN HACKER
Phone
8773666782
Tax Period
2024-01-01 to 2024-12-31

MISSOURI RETIRED TEACHERS ASSOC & PUBLIC, founded in 1980, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

REPRESENT THE INTEREST OF RETIRED EDUCATORS IN THE STATE OF MISSOURI.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $93,953
Program Service Revenue $1,045,996
Investment Income $18,948
Other Revenue $22,949
TOTAL REVENUE $1,181,846

Expense Breakdown

Grants Paid $69,234
Salaries & Benefits $475,657
Fundraising Expenses $0
Program Expenses $859,831
Other Expenses $624,406
TOTAL EXPENSES $1,169,297

Year-over-Year Comparison

2024 2023 Change
Revenue $1,181,846 $900,290 +0.3%
Expenses $1,169,297 $935,515 +0.2%
Net Income $12,549 $-35,225 -1.4%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
5
Volunteers
1500

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
9
$198,014
Total Directors
28
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MIKE JARVIS RETIREMENT EDUCATION CHAIR 0.10
Officer Director
$0 $0 $0
NANCY CRAIG PAST PRESIDENT 0.10
Officer Director
$0 $0 $0
MARTHA SCHATZ INTERIM COMMUNITY SERVICE CHAIR 0.10
Officer Director
$0 $0 $0
MAUREEN HACKER IMMEDIATE PAST PRESIDENT 0.10
Officer Director
$0 $0 $0
DR GALE HAP HAIRSTON PRESIDENT 0.10
Officer Director
$0 $0 $0
DR DAVID BAKER TREASURER 0.10
Officer Director
$0 $0 $0
VIRGIE COOK PRESIDENT ELECT 0.10
Officer Director
$0 $0 $0
JULIA PLATT PAST TREASURER 0.10
Officer Director
$0 $0 $0
SHERRY BRANDES REGION 13 VICE PRESIDENT 0.10
Director
$0 $0 $0
RICHARD PHILLIPS RETIREMENT EDUCATION COMM 0.10
Director
$0 $0 $0
ROSINA PALMER REGION 8 VICE PRESIDENT 0.10
Director
$0 $0 $0
WENDY BERNIER REGION 5 VICE PRESIDENT 0.10
Director
$0 $0 $0
SHERRY ROUNER REGION 1 VICE PRESIDENT 0.10
Director
$0 $0 $0
SUE GROVES REGION 10 VICE PRESIDENT 0.10
Director
$0 $0 $0
SUNNI WILSON REGION 9 VICE PRESIDENT 0.10
Director
$0 $0 $0
MARLIN KINMAN COMMUNITY SERVICE COMMITTEE CHAIR 0.10
Director
$0 $0 $0
RANDY MCCLAIN LEGISLATIVE COMMITTEE 0.10
Director
$0 $0 $0
DENISE WRIGHT REGION 11 VICE PRESIDENT 0.10
Director
$0 $0 $0
MARILYN SKIPPER REGION 4 VICE PRESIDENT 0.10
Director
$0 $0 $0
MARK COOK REGION 12 VICE PRESIDENT 0.10
Director
$0 $0 $0
IDELLA WARDEN MEMBERSHIP COMMITTEE 0.10
Director
$0 $0 $0
KATHY HOLLEMBEAK REGION 2 VICE PRESIDENT 0.10
Director
$0 $0 $0
KAREN MILLER MRTF PRESIDENT 0.10
Director
$0 $0 $0
JANE CALLIS REGION 3 VICE PRESIDENT 0.10
Director
$0 $0 $0
LINDA LUECKENHOFF INFO & PROT SVC 0.10
Director
$0 $0 $0
GEORGIA WHITE VICE PRESIDENT/REGION 7 VP 0.10
Director
$0 $0 $0
ERMA NEVELS-MCNEIL REGION 14 VICE PRESIDENT 0.10
Director
$0 $0 $0
ANITA HARTLEY REGION 6 VICE PRESIDENT 0.10
Director
$0 $0 $0
MARIA WALDEN CURRENT EXECUTIVE DIRECTOR 60.00
Officer
$177,884 $20,130 $198,014
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $1,181,846 $1,169,297 $1,154,440 $12,549
2023 $900,290 $935,515 $878,827 $-35,225
2022 $908,572 $921,400 $914,052 $-12,828
2021 $998,558 $997,157 $1,055,416 $1,401
2020 $830,214 $785,174 $1,137,583 $45,040
2019 $845,250 $825,280 $1,092,240 $19,970
2018 $1,005,766 $895,161 $1,072,270 $110,605
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