TEXAS RETIRED TEACHERS FOUNDATION

EIN: 742958842 501(c)(3) Education

AUSTIN, TX

Total Revenue
$520,110
Total Expenses
$312,540
Total Assets
$1,425,249
Net Assets
$1,254,415
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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
2000
Legal Domicile
TX
Principal Officer
TIM LEE
Phone
5124761622
Tax Period
2023-07-01 to 2024-06-30

TEXAS RETIRED TEACHERS FOUNDATION, founded in 2000, is a small nonprofit in the Education sector that reported $520K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $208K, a strong 40% operating margin.

Mission

TO PROVIDE RESOURCES THAT CONTRIBUTE TO AN ENHANCED QUALITY OF LIFE FOR RETIRED TEACHERS AND 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $230,887
Program Service Revenue $0
Investment Income $33,721
Other Revenue $255,502
TOTAL REVENUE $520,110

Expense Breakdown

Grants Paid $152,954
Salaries & Benefits $50,400
Fundraising Expenses $17,986
Program Expenses $225,296
Other Expenses $109,186
TOTAL EXPENSES $312,540

Year-over-Year Comparison

2023 2022 Change
Revenue $520,110 $329,730 +0.6%
Expenses $312,540 $185,901 +0.7%
Net Income $207,570 $143,829 +0.4%
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
10
Independent Members
10
Employees
N/A
Volunteers
150

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
5
$675,486
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TIM LEE STATE COORDI 10.00
Officer
$18,000 $50,012 $484,945
ROSALIND JOHNSON DEPUTY DIREC 0.00
Officer
$0 $14,873 $190,541
MARY NELL SHORT PRESIDENT 1.00
Officer Director
$0 $0 $0
CARLA MEUTH VICE PRESIDE 1.00
Officer Director
$0 $0 $0
MOLLYE LONG SECRETARY/TR 1.00
Officer Director
$0 $0 $0
BILL BARNES MEMBER 1.00
Director
$0 $0 $0
NANCY BYLER MEMBER 1.00
Director
$0 $0 $0
MARIDELL FRYAR MEMBER 1.00
Director
$0 $0 $0
ELVA GARCIA MEMBER 1.00
Director
$0 $0 $0
MARY JANE HAMILTON MEMBER (07/2 1.00
Director
$0 $0 $0
DAVID OLIVAS MEMBER 1.00
Director
$0 $0 $0
JESSE RAMOS MEMBER 1.00
Director
$0 $0 $0
BRENDA RITTER MEMBER 1.00
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 No data No data No data No data
2024 $520,110 $312,540 $1,425,249 $207,570
2023 $329,730 $185,901 $1,198,125 $143,829
2022 $341,382 $210,101 $1,025,227 $131,281
2021 $743,288 $486,318 $910,178 $256,970
2020 $467,566 $169,217 $657,162 $298,349
2019 $309,096 $146,961 $368,529 $162,135
2018 $343,397 $310,236 $184,980 $33,161
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