TEXAS RETIRED TEACHERS ASSOCIATION (EIN 510141585) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1953

Legal Domicile

Principal Officer

TIM LEE

Phone

5124761622

Tax Period

2024-07-01 to 2025-06-30

TEXAS RETIRED TEACHERS ASSOCIATION, founded in 1953, is a community nonprofit in the Community Improvement sector that reported $6.6M in total revenue in fiscal year 2024. Expenses of $6.2M left a modest 6% surplus.

Mission

WELL-BEING OF RETIRED SCHOOL PERSONNEL.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,915,955

Investment Income $320,332

Other Revenue $325,066

TOTAL REVENUE $6,561,353

Expense Breakdown

Grants Paid $500

Salaries & Benefits $1,643,680

Fundraising Expenses $330,593

Program Expenses $5,294,631

Other Expenses $4,523,192

TOTAL EXPENSES $6,167,372

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,561,353	$6,483,224	+0.0%
Expenses	$6,167,372	$6,233,694	0.0%
Net Income	$393,981	$249,530	+0.6%

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

Governance

Voting Members

Independent Members

Employees

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

$662,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM LEE	EXECUTIVE DI	30.00	Officer	$393,670	$46,127	$460,797
ROSALIND JOHNSON	DEPUTY DIREC	40.00	Officer	$185,631	$15,697	$201,328
BROCK GREGG	ASSOCIATE DI	40.00	Highest	$120,549	$21,662	$142,211
CINDEE SHARP	ASSC DIR COM	40.00	Highest	$103,310	$9,210	$112,520
ELLA GAUTHIER	PRESIDENT	18.00	Officer Director	$0	$0	$0
MARCY CANN	PAST PRESIDE	18.00	Officer Director	$0	$0	$0
FRANA PATTERSON	1ST VP/MEMBE	18.00	Officer Director	$0	$0	$0
TERRI NAVRKAL	2ND VP/PR	18.00	Officer Director	$0	$0	$0
GARY SCHEPF	SEC/TREAS	18.00	Officer Director	$0	$0	$0
KAREN HOELSCHER	DIST PRES CO	18.00	Director	$0	$0	$0
JUDY KENNEDY	DIST VP COUN	18.00	Director	$0	$0	$0
STEPHEN EVANS	DIST RECORDE	18.00	Director	$0	$0	$0
DR MARY WIDMIER	LEGISLATIVE	18.00	Director	$0	$0	$0

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
2025	$6,561,353	$6,167,372	$12,257,574	$393,981
2024	$6,483,224	$6,233,694	$12,135,828	$249,530
2023	$6,089,840	$5,809,715	$11,898,247	$280,125
2022	$5,840,253	$7,026,531	$10,536,372	$-1,186,278
2021	$5,873,069	$4,727,974	$11,866,847	$1,145,095
2020	$5,770,578	$4,877,295	$10,929,536	$893,283
2019	$6,283,926	$5,695,333	$9,694,049	$588,593
2018	$6,244,872	$5,701,797	$8,841,943	$543,075

TEXAS RETIRED TEACHERS ASSOCIATION