TENNESSEE RETIRED TEACHERS ASSOCIATION

EIN: 620854737

NASHVILLE, TN

Total Revenue
$186,494
Total Expenses
$163,403
Total Assets
$748,447
Net Assets
$664,016
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
TN
Phone
6152428392
Tax Period
2023-07-01 to 2024-06-30

TENNESSEE RETIRED TEACHERS ASSOCIATION, founded in 1957, is a small nonprofit that reported $186K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $163K left a modest 12% surplus.

Mission

Advocating for and informing members of legislative educational developments which are of concern to them. Workshops and bulletins provided to members.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $186,468
Investment Income $26
Other Revenue $0
TOTAL REVENUE $186,494

Expense Breakdown

Grants Paid $0
Salaries & Benefits $59,470
Fundraising Expenses $0
Program Expenses $88,124
Other Expenses $103,933
TOTAL EXPENSES $163,403

Year-over-Year Comparison

2023 2022 Change
Revenue $186,494 $228,436 -0.2%
Expenses $163,403 $161,952 +0.0%
Net Income $23,091 $66,484 -0.7%
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
17
Independent Members
17
Employees
3
Volunteers
N/A

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
17
$21,000
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Duran Williams Executive Dir. 25.00
Officer
$21,000 $0 $21,000
William Murray President 1.00
Officer
$0 $0 $0
Dwyane Emert President-Elect 1.00
Officer
$0 $0 $0
Judy Whitehill Past President 1.00
Officer
$0 $0 $0
Anna Booher Board Member 1.00
Officer
$0 $0 $0
Donna Jerden Board Member 1.00
Officer
$0 $0 $0
Marilyn Toppins Board Member 1.00
Officer
$0 $0 $0
Patricia Hudson Board Member 1.00
Officer
$0 $0 $0
George Kersey Board Member 1.00
Officer
$0 $0 $0
Daisy Cleaves Board Member 1.00
Officer
$0 $0 $0
Jeanette Brandon Board Member 1.00
Officer
$0 $0 $0
Linda McCrary Ex Officio 1.00
Officer
$0 $0 $0
JoAnn Smith-Mashburn Ex Officio 1.00
Officer
$0 $0 $0
Tanya Coats Ex Officio 1.00
Officer
$0 $0 $0
Ted Williams Legisl. Chair 1.00
Officer
$0 $0 $0
Doris Ann Hendrix Board Member 1.00
Officer
$0 $0 $0
Rose Anderson Board Member 1.00
Officer
$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
2024 $186,494 $163,403 $748,447 $23,091
2023 $228,436 $161,952 $644,510 $66,484
2022 $196,618 $141,959 $594,985 $54,659
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