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Montgomery County Retired Teachers Association Inc

  • Rockville, MD
  • Tax-exempt since April 1988
  • EIN: 52-1550852

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
$81.1k (2021)

Expenses
$42.8k (2021)

Total Assets
$230k (2021)

Total Liabilities
$1.2k (2021)

Source: Form 990 tax filings from 2011 to 2021

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
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$81,076
Expenses
$42,831
Net Income
$38,245
Net Assets
$228,594
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,300
16.4%
Program Services $0
Investment Income $45,716
56.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $110
0.1%
Assets/Debt
Total Assets $229,794
Total Liabilities $1,200
Net Assets $228,594
Compensation
Key Employees and Officers Compensation Other
Juliette G Trevino (Director / Mbr Chair) $1,500 $0
Dr Carol Dahlberg (President) $0 $0
Dr Debra Munk (Vice President) $0 $0
Mary D'ovidio (Secretary) $0 $0
Dr Stephen M Raucher (Treasurer) $0 $0
Trish Bendler (Director) $0 $0
Margaret Brown (Director) $0 $0
Joan Donovan (Director) $0 $0
Lou D'ovidio (Director) $0 $0
Fred S Evans (Director) $0 $0
J Thomas Hickman (Director) $0 $0
Kenneth Huff (Director) $0 $0
Lee Ann Kaye (Director) $0 $0
Nickie Neary (Director) $0 $0
Reginald Ott (Director) $0 $0
Frieda J Price (Director) $0 $0
Nancy Sanders (Director) $0 $0
Joy G Schwab (Director) $0 $0
Harvey Strine (Director / Auditing Chair) $0 $0
Elizabeth Stonesifer (Director) $0 $0
Dr Russell G Wright (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2021

Short form 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 990-EZ
Revenue
$30,491
Expenses
$24,401
Net Income
$6,090
Net Assets
$190,349
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,103
23.3%
Investment Income $658
2.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $190,349
Total Liabilities $0
Net Assets $190,349
Compensation
Key Employees and Officers Compensation Other
Juliette G Trevino (Director / Mbr Chair) $1,500 $0
Dr Carol Dahlberg (President) $0 $0
Dr Debra Munk (Vice President) $0 $0
Mary D'ovidio (Secretary) $0 $0
Dr Stephen M Raucher (Treasurer) $0 $0
Trish Bendler (Director) $0 $0
Margaret Brown (Director) $0 $0
Joan Donovan (Director) $0 $0
Lou D'ovidio (Director) $0 $0
Fred S Evans (Director) $0 $0
J Thomas Hickman (Director) $0 $0
Kenneth Huff (Director) $0 $0
Lee Ann Kaye (Director) $0 $0
Nickie Neary (Director) $0 $0
Reginald Ott (Director) $0 $0
Frieda J Price (Director) $0 $0
Nancy Sanders (Director) $0 $0
Joy G Schwab (Director) $0 $0
Harvey Strine (Director / Auditing Chair) $0 $0
Elizabeth Stonesifer (Direcotr) $0 $0
Dr Russell G Wright (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Dec. 7, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$46,150
Expenses
$45,224
Net Income
$926
Net Assets
$184,259
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,141
32.8%
Investment Income $7,659
16.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $184,259
Total Liabilities $0
Net Assets $184,259
Compensation
Key Employees and Officers Compensation Other
Juliette G Trevino (Director / Mbr Chair) $1,500 $0
Dr Carol Dahlberg (President) $0 $0
Dr Russell G Wright (Vice President) $0 $0
Mary D'ovidio (Secretary) $0 $0
Dr Kenneth K Muir (Treasurer (Fy 19)) $0 $0
Trish Bendler (Director) $0 $0
Joan Donovan (Director) $0 $0
Debra Munk (Director) $0 $0
Fred S Evans (Director) $0 $0
J Thomas Hickman (Director) $0 $0
Kenneth Huff (Director) $0 $0
Lee Ann Kaye (Director) $0 $0
Nickie Neary (Director) $0 $0
Frieda J Price (Director) $0 $0
Dr Stephen M Raucher (Dir./Imed Past Pres/Treas. Eff 7/1/19) $0 $0
Judy Reiff (Director) $0 $0
Joy G Schwab (Director) $0 $0
Harvey Strine (Director / Auditing Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 10, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$78,425
Expenses
$81,197
Net Income
-$2,772
Net Assets
$183,333
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $43,713
55.7%
Investment Income $10,332
13.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $190,849
Total Liabilities $7,516
Net Assets $183,333
Compensation
Key Employees and Officers Compensation Other
Dr Carol Dahlberg (President) $0 $0
Dr Russell G Wright (Vice President) $0 $0
Mary D'ovidio (Secretary) $0 $0
Dr Kenneth K Muir (Treasurer) $0 $0
Trish Bendler (Director) $0 $0
Joan Donovan (Director) $0 $0
Debra Munk (Director) $0 $0
Fred S Evans (Director) $0 $0
J Thomas Hickman (Director) $0 $0
Kenneth Huff (Director) $0 $0
Leeann Kaye (Director) $0 $0
Nickie Neary (Director) $0 $0
Frieda J Price (Director) $0 $0
Dr Stephen M Raucher (Director/Immediate Past President) $0 $0
Judy Reiff (Director) $0 $0
Joy G Schwab (Director) $0 $0
Harvey Strine (Director / Auditing Chair) $0 $0
Juliette G Trevino (Director / Mbr Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on April 23, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$96,030
Expenses
$81,450
Net Income
$14,580
Net Assets
$186,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $52,277
54.4%
Investment Income $19,163
20.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $214,156
Total Liabilities $28,051
Net Assets $186,105
Compensation
Key Employees and Officers Compensation Other
Juliette G Trevino (Director / Mbr Chair) $1,500 $0
Dr Carol Dahlberg (President) $0 $0
Dr Russell G Wright (Vice President) $0 $0
Mary D'ovidio (Secretary) $0 $0
Dr Kenneth K Muir (Treasurer) $0 $0
Trish Bendler (Director) $0 $0
Joan Donovan (Director) $0 $0
Elizabeth P Doyle (Director) $0 $0
Fred S Evans (Director) $0 $0
J Thomas Hickman (Director) $0 $0
Kenneth Huff (Director) $0 $0
Leeann Kaye (Director) $0 $0
Nickie Neary (Director) $0 $0
Frieda J Price (Director) $0 $0
Dr Stephen M Raucher (Director/Immediate Past President) $0 $0
Judy Reiff (Director) $0 $0
Joy G Schwab (Director) $0 $0
Harvey Strine (Director / Auditing Chair) $0 $0
Dr Russell G Wright (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 8, 2018

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

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,845
Expenses
$60,703
Net Income
-$2,858
Net Assets
$171,525
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,585
56.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $193,522
Total Liabilities $21,997
Net Assets $171,525
Compensation
Key Employees and Officers Compensation Other
Dr Stephen M Raucher (President) $0 $0
Dr Carol Dahlberg (Vice President) $0 $0
Mary D'ovidio (Secretary) $0 $0
Dr Kenneth K Muir (Treasurer) $0 $0
Trish Bendler (Director) $0 $0
Mary Ann Davis (Director) $0 $0
Joan Donovan (Director) $0 $0
Elizabeth P Doyle (Director) $0 $0
Ann Eberly (Director) $0 $0
Fred S Evans (Director) $0 $0
J Thomas Hickman (Director) $0 $0
Kenneth Huff (Director) $0 $0
Gerald W Johnson (Director) $0 $0
Leeann Kaye (Director) $0 $0
Nickie Neary (Director) $0 $0
Frieda J Price (Director) $0 $0
Joy G Schwab (Director) $0 $0
Dr George B Thomas Sr (Director) $0 $0
Juliette G Trevino (Director / Mbr Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 7, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$128,538
Expenses
$141,213
Net Income
-$12,675
Net Assets
$174,383
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $102,707
79.9%
Investment Income $371
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $191,488
Total Liabilities $17,105
Net Assets $174,383
Compensation
Key Employees and Officers Compensation Other
Dr Stephen M Raucher (President) $0 $0
Dr Carol Dahlberg (Vice President) $0 $0
Mary D'ovidio (Secretary) $0 $0
Dr Kenneth K Muir (Treasurer) $0 $0
Richard C Ahlberg (Director) $0 $0
Trish Bendler (Director) $0 $0
William Brown (Director) $0 $0
Mary Ann Davis (Director) $0 $0
Joan Donovan (Director) $0 $0
Elizabeth P Doyle (Director) $0 $0
Ann Eberly (Director) $0 $0
Fred S Evans (Director) $0 $0
J Thomas Hickman (Director) $0 $0
Kenneth Huff (Director) $0 $0
Gerald W Johnson (Director) $0 $0
Leeann Kaye (Director) $0 $0
Nickie Neary (Director) $0 $0
Frieda J Price (Director) $0 $0
Joy G Schwab (Director) $0 $0
Ernest L Solar (Director) $0 $0
Dr George B Thomas Sr (Director) $0 $0
Juliette G Trevino (Director / Mbr Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 16, 2016

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

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$110,864
Expenses
$91,426
Net Income
$19,438
Net Assets
$187,058
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,176
57.9%
Investment Income $21,088
19.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $206,583
Total Liabilities $19,525
Net Assets $187,058
Compensation
Key Employees and Officers Compensation Other
Dr Stephen M Raucher (President) $0 $0
Dr Carol Dahlberg (Vice President) $0 $0
Mary D'ovidio (Secretary) $0 $0
Dr Kenneth K Muir (Treasurer) $0 $0
Richard C Ahlberg (Director) $0 $0
Trish Bendler (Director) $0 $0
William Brown (Director) $0 $0
Mary Ann Davis (Director) $0 $0
Joan Donovan (Director) $0 $0
Elizabeth P Doyle (Director) $0 $0
Ann Eberly (Director) $0 $0
Fred S Evans (Director) $0 $0
J Thomas Hickman (Director) $0 $0
Kenneth Huff (Director) $0 $0
Gerald W Johnson (Director) $0 $0
Leeann Kaye (Director) $0 $0
Nickie Neary (Director) $0 $0
Frieda J Price (Director) $0 $0
Joy G Schwab (Director) $0 $0
Ernest L Solar (Director) $0 $0
Dr George B Thomas Sr (Director) $0 $0
Juliette G Trevino (Director / Mbr Chair) $0 $0
+ View more people

Document Links

990-EZ
Filed on Feb. 11, 2015

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

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$87,863
Expenses
$92,873
Net Income
-$5,010
Net Assets
$167,620
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,445
67.7%
Investment Income $8,238
9.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $178,110
Total Liabilities $10,490
Net Assets $167,620

Document Links

990-EZ
Filed on March 11, 2014

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

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$74,860
Expenses
$87,325
Net Income
-$12,465
Net Assets
$172,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $52,693
70.4%
Investment Income $1,807
2.4%
Net Fundraising $0
Sales of Assets $858
1.1%
Net Inventory Sales $0
Other Revenue -$5,808
Assets/Debt
Total Assets $172,630
Total Liabilities $0
Net Assets $172,630

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,777
Expenses
$93,263
Net Income
-$7,486
Net Assets
$152,505
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,823
30.1%
Program Services $59,069
68.9%
Investment Income $1,123
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$238
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $152,505
Total Liabilities $0
Net Assets $152,505

Document Links

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

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

Updated