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Texas Retired Teachers Association

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Category: Community Improvement, Capacity Building / Community Service Clubs (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$6.09M (2023)

Expenses
$5.81M (2023)

Total Assets
$11.9M (2023)

Total Liabilities
$2.3M (2023)

Source: Form 990 tax filings from 2011 to 2023

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
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,089,840
Expenses
$5,809,715
Net Income
$280,125
Net Assets
$9,596,697
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,571,584
91.5%
Investment Income $118,218
1.9%
Bond Proceeds $0
Royalties $101,048
1.7%
Rental Property Income $250,529
4.1%
Net Fundraising $0
Sales of Assets -$1,329
Net Inventory Sales $0
Other Revenue $49,790
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $612,470
10.5%
Professional Fundraising Fees $0
Other Salaries and Wages $658,786
11.3%
Assets/Debt
Total Assets $11,898,247
Total Liabilities $2,301,550
Net Assets $9,596,697
Compensation
Key Employees and Officers Compensation Related Other
Tim Lee (Executive Di) $361,446 $18,000 $43,983
Rosalind Johnson (Deputy Direc) $170,839 $0 $14,459
Brock Gregg (Associate Di) $122,360 $0 $20,926
Marcy Cann (President) $0 $0 $0
Leroy Dehaven (Past Preside) $0 $0 $0
Ella Gauthier (1 St Vp/Membe) $0 $0 $0
Frana Patterson (2 Nd Vp/Pr) $0 $0 $0
Terri Navrkal (Sec/Treas) $0 $0 $0
Gary Schepf (Dist Pres Co) $0 $0 $0
Nancy Evans (Dist Vp Coun) $0 $0 $0
Karen Hoelscher (Dist Recorde) $0 $0 $0
Dr Mary Widmier (Legislative) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,840,253
Expenses
$7,026,531
Net Income
-$1,186,278
Net Assets
$9,264,198
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,479,368
93.8%
Investment Income $34,053
0.6%
Bond Proceeds $0
Royalties $23,649
0.4%
Rental Property Income $253,220
4.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $49,963
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $585,350
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $639,070
9.1%
Assets/Debt
Total Assets $10,536,372
Total Liabilities $1,272,174
Net Assets $9,264,198
Compensation
Key Employees and Officers Compensation Related Other
Tim Lee (Executive Di) $360,841 $18,000 $45,929
Rosalind Johnson (Deputy Direc) $167,618 $0 $14,201
Leroy Dehaven (President) $0 $0 $0
Patricia Macias (Past Preside) $0 $0 $0
Marcy Cann (1 St Vp/Membe) $0 $0 $0
Ella Gauthier (2 Nd Vp/Pr) $0 $0 $0
Frana Patterson (Sec/Treas) $0 $0 $0
Terri Navrkal (Dist Pres Co) $0 $0 $0
Nancy Evans (Dist Vp Coun) $0 $0 $0
Beverly Tackett (Dist Recorde) $0 $0 $0
Larry Yawn (Legislative) $0 $0 $0
Earl Wall (Org Affair C) $0 $0 $0
Mary Ann Dolezal (Historian) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,873,069
Expenses
$4,727,974
Net Income
$1,145,095
Net Assets
$10,496,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,000
0.1%
Program Services $5,343,321
91.0%
Investment Income $87,504
1.5%
Bond Proceeds $0
Royalties $279,443
4.8%
Rental Property Income $131,070
2.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $28,731
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $590,178
12.5%
Professional Fundraising Fees $0
Other Salaries and Wages $651,921
13.8%
Assets/Debt
Total Assets $11,866,847
Total Liabilities $1,370,276
Net Assets $10,496,571
Compensation
Key Employees and Officers Compensation Related Other
Tim Lee (Executive Director) $348,675 $18,000 $43,611
Rosalind Johnson (Deputy Director) $107,432 $0 $14,720
Leroy Dehaven (President) $0 $0 $0
Particia Macias (Past President) $0 $0 $0
Marcy Cann (1 St Vp/Membership) $0 $0 $0
Ella Gauthier (2 Nd Vp/Pr) $0 $0 $0
Frana Patterson (Sec/Treas) $0 $0 $0
Terri Navrkal (Dist Pres Council Chair) $0 $0 $0
Nancy Evans (Dist Vp Council Chair) $0 $0 $0
Beverly Tackett (Dist Recorder) $0 $0 $0
Larry Yawn (Legislative Cdr) $0 $0 $0
Earl Wall (Org Affair Coor) $0 $0 $0
Mary Ann Dolezal (Historian) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,770,578
Expenses
$4,877,295
Net Income
$893,283
Net Assets
$9,384,591
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,247,574
90.9%
Investment Income $138,169
2.4%
Bond Proceeds $0
Royalties $233,468
4.0%
Rental Property Income $107,850
1.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $43,517
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $557,452
11.4%
Professional Fundraising Fees $0
Other Salaries and Wages $631,350
12.9%
Assets/Debt
Total Assets $10,929,536
Total Liabilities $1,544,945
Net Assets $9,384,591
Compensation
Key Employees and Officers Compensation Related Other
Tim Lee (Executive Director) $319,378 $18,000 $36,468
Rosalind Johnson (Deputy Director) $153,209 $0 $13,677
Patricia R Macias (President) $0 $0 $0
Nancy Byler (Past President) $0 $0 $0
Leroy Dehaven (1 St Vp/Membership) $0 $0 $0
Marcy Cann (2 Nd Vp/Pr) $0 $0 $0
Ella Gauthier (Sec/Treas) $0 $0 $0
Frana Patterson (Dist Pres Council Chair) $0 $0 $0
Johnie Walker (Dist Vp Council Chair) $0 $0 $0
Valois Hounsel (Dist Recorder) $0 $0 $0
Larry Yawn (Legislative Cdr) $0 $0 $0
Barbara A Soto (Org Affair Coor) $0 $0 $0
Sandy Carlisle (Historian) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,283,926
Expenses
$5,695,333
Net Income
$588,593
Net Assets
$8,403,349
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,810,496
92.5%
Investment Income $124,987
2.0%
Bond Proceeds $0
Royalties $202,485
3.2%
Rental Property Income $107,478
1.7%
Net Fundraising $0
Sales of Assets -$546
Net Inventory Sales $577
0.0%
Other Revenue $38,449
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $486,629
8.5%
Professional Fundraising Fees $0
Other Salaries and Wages $581,584
10.2%
Assets/Debt
Total Assets $9,694,049
Total Liabilities $1,290,700
Net Assets $8,403,349
Compensation
Key Employees and Officers Compensation Related Other
Tim Lee (Executive Director) $298,353 $18,000 $37,714
Rosalind Johnson (Deputy Director) $146,428 $0 $13,214
Patricia R Macias (President) $0 $0 $0
Nancy Byler (Past President) $0 $0 $0
Leroy Dehaven (1 St Vp/Membership) $0 $0 $0
Marcy Cann (2 Nd Vp/Pr) $0 $0 $0
Ella Gauthier (Sec/Treas) $0 $0 $0
Frana Patterson (Dist Pres Council Chair) $0 $0 $0
Johnie Walker (Dist Vp Council Chair) $0 $0 $0
Valois Hounsel (Dist Recorder) $0 $0 $0
Bill Barnes (Legislative Cdr) $0 $0 $0
Barbara A Soto (Org Affair Coor) $0 $0 $0
Sandy Carlisle (Historian) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,244,872
Expenses
$5,701,797
Net Income
$543,075
Net Assets
$7,704,182
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,874,945
94.1%
Investment Income $73,353
1.2%
Bond Proceeds $0
Royalties $210,213
3.4%
Rental Property Income $110,271
1.8%
Net Fundraising $0
Sales of Assets $500
0.0%
Net Inventory Sales $1,427
0.0%
Other Revenue -$25,837
Notable Expenses Percent of Total Expenses
Executive Compensation $479,023
8.4%
Professional Fundraising Fees $0
Other Salaries and Wages $547,992
9.6%
Assets/Debt
Total Assets $8,841,943
Total Liabilities $1,137,761
Net Assets $7,704,182
Compensation
Key Employees and Officers Compensation Related Other
Tim Lee (Executive Director) $266,183 $18,000 $33,131
Rosalind Johnson (Deputy Director) $140,126 $0 $12,844
Nancy Byler (President) $0 $0 $0
Francis Plemmons (Past President) $0 $0 $0
Patricia Macias (1 St Vp/Membership) $0 $0 $0
Leroy Dehaven (2 Nd Vp/Pr) $0 $0 $0
Marcy Cann (Sec/Treas) $0 $0 $0
June Cooper (Dist Pres Council Chair) $0 $0 $0
Ella Gauthier (Dist Vp Council Chair) $0 $0 $0
Earl Wall (Dist Recorder) $0 $0 $0
Bill Barnes (Legislative Cdr) $0 $0 $0
Larry Yawn (Org Affair Coor) $0 $0 $0
Sandy Carlisle (Historian) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,634,816
Expenses
$5,575,744
Net Income
$59,072
Net Assets
$7,098,284
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,225,713
92.7%
Investment Income $35,185
0.6%
Bond Proceeds $0
Royalties $234,723
4.2%
Rental Property Income $126,553
2.2%
Net Fundraising $0
Sales of Assets -$1,000
Net Inventory Sales $1,690
0.0%
Other Revenue $11,952
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $487,060
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $480,509
8.6%
Assets/Debt
Total Assets $8,174,546
Total Liabilities $1,076,262
Net Assets $7,098,284
Compensation
Key Employees and Officers Compensation Related Other
Tim Lee (Executive Director) $264,738 $18,000 $27,502
Rosalind Johnson (Chief Financial Officer) $120,468 $0 $10,967
Bobbie Pearson (Deputy Director) $92,647 $0 $8,661
Nancy Byler (President) $0 $0 $0
Francis Plemmons (Past President) $0 $0 $0
Patricia Macias (1 St Vp/Membership) $0 $0 $0
Leroy Dehaven (2 Nd Vp/Pr) $0 $0 $0
Marcy Cann (Sec/Treas) $0 $0 $0
June Cooper (Dist Pres Counc) $0 $0 $0
Ella Gauthier (Dist Pres Counc) $0 $0 $0
Lynn Granzin (Dist Recorder) $0 $0 $0
Bill Barnes (Legislative Cdr) $0 $0 $0
Larry Yawn (Org Affair Coor) $0 $0 $0
Sandy Carlisle (Historian) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,261,885
Expenses
$3,119,878
Net Income
$142,007
Net Assets
$4,984,658
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,853,090
87.5%
Investment Income $30,187
0.9%
Bond Proceeds $0
Royalties $227,984
7.0%
Rental Property Income $121,717
3.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,591
0.0%
Other Revenue $27,316
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $503,495
16.1%
Professional Fundraising Fees $0
Other Salaries and Wages $470,374
15.1%
Assets/Debt
Total Assets $5,981,084
Total Liabilities $996,426
Net Assets $4,984,658
Compensation
Key Employees and Officers Compensation Related Other
Tim Lee (Executive Director) $242,524 $18,000 $26,805
Rosalind Johnson (Chief Financial Officer) $109,554 $0 $10,094
Bobbie Pearson (Deputy Director) $92,647 $0 $8,661
Francis Plemmons (President) $0 $0 $0
Maridell Fryar (Past President) $0 $0 $0
Nancy Byler (1 St Vp/Membership) $0 $0 $0
Patricia Macias (2 Nd Vp/Pr) $0 $0 $0
Leroy Dehaven (Sec/Treas) $0 $0 $0
Marcy Cann (Dist Pres Counc) $0 $0 $0
Robert Gillette (Dist Pres Counc) $0 $0 $0
June Cooper (Dist Recorder) $0 $0 $0
Bill Barnes (Legislative Cdr) $0 $0 $0
Larry Davis (Org Affair Coor) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,088,455
Expenses
$2,922,541
Net Income
$165,914
Net Assets
$4,831,014
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,732,336
88.5%
Investment Income $23,281
0.8%
Bond Proceeds $0
Royalties $217,596
7.0%
Rental Property Income $118,885
3.8%
Net Fundraising $0
Sales of Assets $12,025
0.4%
Net Inventory Sales $693
0.0%
Other Revenue -$16,361
Notable Expenses Percent of Total Expenses
Executive Compensation $385,367
13.2%
Professional Fundraising Fees $0
Other Salaries and Wages $491,288
16.8%
Assets/Debt
Total Assets $5,877,547
Total Liabilities $1,046,533
Net Assets $4,831,014

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,232,942
Expenses
$2,908,787
Net Income
-$675,845
Net Assets
$4,639,064
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,994,517
89.3%
Investment Income $41,415
1.9%
Bond Proceeds $0
Royalties $230,216
10.3%
Rental Property Income $115,163
5.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $835
0.0%
Other Revenue -$149,204
Notable Expenses Percent of Total Expenses
Executive Compensation $356,443
12.3%
Professional Fundraising Fees $0
Other Salaries and Wages $495,960
17.1%
Assets/Debt
Total Assets $5,829,018
Total Liabilities $1,189,954
Net Assets $4,639,064

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,393,447
Expenses
$2,989,442
Net Income
-$595,995
Net Assets
$5,453,910
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,300
0.1%
Program Services $1,957,496
81.8%
Investment Income $80,594
3.4%
Bond Proceeds $0
Royalties $227,200
9.5%
Rental Property Income $113,880
4.8%
Net Fundraising -$3,656
Sales of Assets $15,000
0.6%
Net Inventory Sales $561
0.0%
Other Revenue $1,072
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $329,435
11.0%
Professional Fundraising Fees $0
Other Salaries and Wages $502,131
16.8%
Assets/Debt
Total Assets $6,393,038
Total Liabilities $939,128
Net Assets $5,453,910

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,239,671
Expenses
$2,463,215
Net Income
-$223,544
Net Assets
$6,047,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,820,142
81.3%
Investment Income $84,518
3.8%
Bond Proceeds $0
Royalties $216,450
9.7%
Rental Property Income $115,434
5.2%
Net Fundraising $0
Sales of Assets -$1,772
Net Inventory Sales $0
Other Revenue $4,899
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $294,820
12.0%
Professional Fundraising Fees $0
Other Salaries and Wages $416,439
16.9%
Assets/Debt
Total Assets $7,008,775
Total Liabilities $961,056
Net Assets $6,047,719

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,197,193
Expenses
$2,084,035
Net Income
$113,158
Net Assets
$6,269,351
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,671,920
76.1%
Investment Income $86,408
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $115,743
5.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $323,122
14.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $153,527
7.4%
Professional Fundraising Fees $0
Other Salaries and Wages $334,102
16.0%
Assets/Debt
Total Assets $7,019,972
Total Liabilities $750,621
Net Assets $6,269,351

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

About 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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