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Indiana Retired Teachers Association

  • Plainfield, IN
  • Tax-exempt since March 1978
  • EIN: 35-1178938

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$759k (2024)

Expenses
$750k (2024)

Total Assets
$3.3M (2024)

Total Liabilities
$428k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$759,007
Expenses
$749,618
Net Income
$9,389
Net Assets
$2,876,143
Notable Sources of Revenue Percent of Total Revenue
Contributions $541,220
71.3%
Program Services $5,032
0.7%
Investment Income $121,317
16.0%
Bond Proceeds $0
Royalties $70,725
9.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $20,694
2.7%
Net Inventory Sales $0
Other Revenue $19
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $100,198
13.4%
Professional Fundraising Fees $0
Other Salaries and Wages $205,224
27.4%
Assets/Debt
Total Assets $3,304,061
Total Liabilities $427,918
Net Assets $2,876,143
Compensation
Key Employees and Officers Compensation Related Other
Laura Penman (Executive Director) $80,000 $0 $20,198
Dennis Keithley (Director) $0 $0 $0
Sally Durfee (Director) $0 $0 $0
Marty Mullin (Director) $0 $0 $0
Dr Gene Van Stone (Director) $0 $0 $0
Bradley Seward (Director) $0 $0 $0
Dr Sharon Barnes (President Elect) $0 $0 $0
Brenda Walls (Director) $0 $0 $0
Paula Dyer (Immediate Past President) $0 $0 $0
David Lennen (President) $0 $0 $0
Mark Guard (Secretary Treasurer) $0 $0 $0
Dr Bobbie Iwobi (Director) $0 $0 $0
John Lightle (Director) $0 $0 $0
Ramona Lennen (Director) $0 $0 $0
Dr Cheryl Corning (Director) $0 $0 $0
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Document Links

990
Filed on Dec. 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$788,082
Expenses
$744,762
Net Income
$43,320
Net Assets
$2,682,469
Notable Sources of Revenue Percent of Total Revenue
Contributions $576,555
73.2%
Program Services $4,442
0.6%
Investment Income $137,125
17.4%
Bond Proceeds $0
Royalties $70,880
9.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$982
Net Inventory Sales $0
Other Revenue $62
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $100,283
13.5%
Professional Fundraising Fees $0
Other Salaries and Wages $198,399
26.6%
Assets/Debt
Total Assets $3,152,707
Total Liabilities $470,238
Net Assets $2,682,469
Compensation
Key Employees and Officers Compensation Related Other
Laura Penman (Executive Director) $79,000 $0 $20,283
Dennis Keithley (Director) $0 $0 $0
Barry Conrad (Immediate Past President) $0 $0 $0
Sally Durfee (Director) $0 $0 $0
Marty Mullin (Director) $0 $0 $0
Dr Gene Van Stone (Director) $0 $0 $0
Bobbie Iwobi (Director) $0 $0 $0
Charles Short (Director) $0 $0 $0
Dr Sharon Barnes (Secretary Treasurer) $0 $0 $0
Brenda Walls (Director) $0 $0 $0
Paula Dyer (President) $0 $0 $0
David Lennen (President Elect) $0 $0 $0
Mark Guard (Director) $0 $0 $0
John Lightle (Director) $0 $0 $0
Ramona Lennen (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 6, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$978,467
Expenses
$760,721
Net Income
$217,746
Net Assets
$2,503,198
Notable Sources of Revenue Percent of Total Revenue
Contributions $607,022
62.0%
Program Services $12,112
1.2%
Investment Income $238,407
24.4%
Bond Proceeds $0
Royalties $71,520
7.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $49,400
5.0%
Net Inventory Sales $0
Other Revenue $6
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $95,571
12.6%
Professional Fundraising Fees $0
Other Salaries and Wages $189,092
24.9%
Assets/Debt
Total Assets $2,923,970
Total Liabilities $420,772
Net Assets $2,503,198
Compensation
Key Employees and Officers Compensation Related Other
Laura Penman (Executive Director) $57,560 $0 $17,571
Dennis Keithley (Director) $0 $0 $0
Barry Conrad (Immediate Past President) $0 $0 $0
Sally Durfee (Director) $0 $0 $0
Marty Mullin (Director) $0 $0 $0
Dr Gene Van Stone (Director) $0 $0 $0
Beverly Logterman (Director) $0 $0 $0
Charles Short (Director) $0 $0 $0
Dr Sharon Barnes (Secretary Treasurer) $0 $0 $0
Brenda Walls (Director) $0 $0 $0
Linda Morris (Director) $0 $0 $0
Paula Dyer (President) $0 $0 $0
David Lennen (President Elect) $0 $0 $0
Mark Guard (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 6, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$763,641
Expenses
$690,351
Net Income
$73,290
Net Assets
$3,066,334
Notable Sources of Revenue Percent of Total Revenue
Contributions $619,186
81.1%
Program Services $0
Investment Income $78,854
10.3%
Bond Proceeds $0
Royalties $71,735
9.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,325
Net Inventory Sales $0
Other Revenue $191
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $55,355
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $167,968
24.3%
Assets/Debt
Total Assets $3,477,562
Total Liabilities $411,228
Net Assets $3,066,334
Compensation
Key Employees and Officers Compensation Related Other
Patricia Whitcomb (Prior Executive Director) $74,125 $0 $3,343
Jane Boultinghouse (Imm Past Pres) $0 $0 $0
Barry Conrad (President) $0 $0 $0
Paula Jones (Past President Elect) $0 $0 $0
Warren Waymire (Ex Officio) $0 $0 $0
Jo Ann Manes (Director) $0 $0 $0
Paula Dyer (President Elect) $0 $0 $0
David Lennen (Secretary Treasurer) $0 $0 $0
Jim Isaacs (Director) $0 $0 $0
Charles Short (Director) $0 $0 $0
Don Metzger (Director) $0 $0 $0
Linda Morris (Director) $0 $0 $0
Gerald Mohr (Director) $0 $0 $0
Beverly Logterman (Director) $0 $0 $0
Sharon Barnes (Director) $0 $0 $0
Brenda Walls (Director) $0 $0 $0
Mark Guard (Director) $0 $0 $0
Laura Penman (Executive Director) $0 $0 $4,358
+ View more people

Document Links

990
Filed on Dec. 13, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$857,146
Expenses
$590,218
Net Income
$266,928
Net Assets
$2,325,289
Notable Sources of Revenue Percent of Total Revenue
Contributions $669,996
78.2%
Program Services $1,877
0.2%
Investment Income $112,429
13.1%
Bond Proceeds $0
Royalties $61,638
7.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$14,220
Net Inventory Sales $0
Other Revenue $25,426
3.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $68,609
11.6%
Professional Fundraising Fees $0
Other Salaries and Wages $133,216
22.6%
Assets/Debt
Total Assets $2,684,407
Total Liabilities $359,118
Net Assets $2,325,289

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$975,844
Expenses
$799,599
Net Income
$176,245
Net Assets
$2,121,243
Notable Sources of Revenue Percent of Total Revenue
Contributions $695,055
71.2%
Program Services $6,609
0.7%
Investment Income $132,468
13.6%
Bond Proceeds $0
Royalties $72,160
7.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $68,645
7.0%
Net Inventory Sales $0
Other Revenue $907
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $98,024
12.3%
Professional Fundraising Fees $0
Other Salaries and Wages $95,859
12.0%
Assets/Debt
Total Assets $2,732,187
Total Liabilities $610,944
Net Assets $2,121,243

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$943,013
Expenses
$768,071
Net Income
$174,942
Net Assets
$2,167,581
Notable Sources of Revenue Percent of Total Revenue
Contributions $690,309
73.2%
Program Services $6,717
0.7%
Investment Income $121,329
12.9%
Bond Proceeds $0
Royalties $71,905
7.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $50,999
5.4%
Net Inventory Sales $0
Other Revenue $1,754
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $93,686
12.2%
Professional Fundraising Fees $0
Other Salaries and Wages $176,799
23.0%
Assets/Debt
Total Assets $2,815,992
Total Liabilities $648,411
Net Assets $2,167,581

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$830,601
Expenses
$762,520
Net Income
$68,081
Net Assets
$1,982,475
Notable Sources of Revenue Percent of Total Revenue
Contributions $677,543
81.6%
Program Services $9,266
1.1%
Investment Income $60,862
7.3%
Bond Proceeds $0
Royalties $59,965
7.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $21,820
2.6%
Net Inventory Sales $0
Other Revenue $1,145
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $92,230
12.1%
Professional Fundraising Fees $0
Other Salaries and Wages $164,536
21.6%
Assets/Debt
Total Assets $2,651,087
Total Liabilities $668,612
Net Assets $1,982,475

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$825,629
Expenses
$749,447
Net Income
$76,182
Net Assets
$1,774,497
Notable Sources of Revenue Percent of Total Revenue
Contributions $678,989
82.2%
Program Services $7,376
0.9%
Investment Income $92,388
11.2%
Bond Proceeds $0
Royalties $58,050
7.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$11,229
Net Inventory Sales $0
Other Revenue $55
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $88,065
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $166,746
22.2%
Assets/Debt
Total Assets $2,443,793
Total Liabilities $669,296
Net Assets $1,774,497

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$856,384
Expenses
$733,429
Net Income
$122,955
Net Assets
$1,725,503
Notable Sources of Revenue Percent of Total Revenue
Contributions $709,077
82.8%
Program Services $0
Investment Income $91,542
10.7%
Bond Proceeds $0
Royalties $58,590
6.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,103
Net Inventory Sales $0
Other Revenue $278
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $51,404
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $182,544
24.9%
Assets/Debt
Total Assets $2,403,540
Total Liabilities $678,037
Net Assets $1,725,503

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$858,904
Expenses
$696,461
Net Income
$162,443
Net Assets
$1,714,482
Notable Sources of Revenue Percent of Total Revenue
Contributions $740,340
86.2%
Program Services $0
Investment Income $59,789
7.0%
Bond Proceeds $0
Royalties $57,430
6.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,345
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $201,397
28.9%
Assets/Debt
Total Assets $2,330,871
Total Liabilities $616,389
Net Assets $1,714,482
Compensation
Key Employees and Officers Compensation Related Other
Jay Bechtel (Director) $0 $0 $0
Carol Larson (Director) $0 $0 $0
James Lund (Director) $0 $0 $0
Ken Pierce (Director) $0 $0 $0
Ray Jones (Director) $0 $0 $0
Barry Conrad (Director) $0 $0 $0
Raymond Pavy (Director) $0 $0 $0
Paula Jones (Director) $0 $0 $0
Calvin Biddle (Director) $0 $0 $0
Lois Luken (Director) $0 $0 $0
Carol Grieser (President) $0 $0 $0
Dennis Bourquein (Pres Elect) $0 $0 $0
Jane Boultinghouse (Sec Treas) $0 $0 $0
Robert Kraft (Past Pres) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 15, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$880,438
Expenses
$710,075
Net Income
$170,363
Net Assets
$1,415,588
Notable Sources of Revenue Percent of Total Revenue
Contributions $731,551
83.1%
Program Services $0
Investment Income $48,116
5.5%
Bond Proceeds $0
Royalties $51,640
5.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $43,131
4.9%
Net Inventory Sales $0
Other Revenue $6,000
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $238,172
33.5%
Assets/Debt
Total Assets $2,038,262
Total Liabilities $622,674
Net Assets $1,415,588

Document Links

990
Filed on March 14, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$724,800
Expenses
$885,190
Net Income
-$160,390
Net Assets
$1,106,903
Notable Sources of Revenue Percent of Total Revenue
Contributions $628,070
86.7%
Program Services $0
Investment Income $48,097
6.6%
Bond Proceeds $0
Royalties $34,382
4.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,251
1.1%
Net Inventory Sales $0
Other Revenue $6,000
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $291,889
33.0%
Assets/Debt
Total Assets $1,912,067
Total Liabilities $805,164
Net Assets $1,106,903

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$862,233
Expenses
$1,002,544
Net Income
-$140,311
Net Assets
$1,186,301
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $628,921
72.9%
Investment Income $47,448
5.5%
Bond Proceeds $0
Royalties $37,875
4.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $147,989
17.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $255,541
25.5%
Assets/Debt
Total Assets $2,100,005
Total Liabilities $913,704
Net Assets $1,186,301

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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