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Alabama Retired Teachers Foundation

  • Montgomery, AL
  • Tax-exempt since Oct. 1989
  • EIN: 57-0894883

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Elementary, Secondary Education, K - 12 (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$17.1k (2023)

Expenses
$26.8k (2023)

Total Assets
$117k (2023)

Total Liabilities
$0 (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 Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,068
Expenses
$26,827
Net Income
-$9,759
Net Assets
$117,149
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,036
99.8%
Program Services $0
Investment Income $32
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $117,149
Total Liabilities $0
Net Assets $117,149
Compensation
Key Employees and Officers Compensation Related Other
Carol Abernathy (Vice Preside) $0 $0 $0
Debbie Lane (Director) $0 $0 $0
Brenda Lockhart (Director) $0 $0 $0
Jean Madden (Secretary) $0 $0 $0
Gwen Peterson (President) $0 $0 $0
Joy Seybold (Director) $0 $0 $0
Mitzi Smallwood (Director) $0 $0 $0
Larry Stewart (Director) $0 $0 $0
Dr Stafford Thompson (Director) $0 $0 $0
Herbert White (Director) $0 $0 $0
Jill Jackson (Executive Di) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 13, 2023

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,572
Expenses
$194,272
Net Income
-$186,700
Net Assets
$126,908
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,530
99.4%
Program Services $0
Investment Income $42
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $126,908
Total Liabilities $0
Net Assets $126,908
Compensation
Key Employees and Officers Compensation Related Other
Carol Abernathy (Vice Preside) $0 $0 $0
Debbie Lane (Director) $0 $0 $0
Brenda Lockhart (Director) $0 $0 $0
Jean Madden (Secretary) $0 $0 $0
Gwen Peterson (President) $0 $0 $0
Joy Seybold (Director) $0 $0 $0
Mitzi Smallwood (Director) $0 $0 $0
Larry Stewart (Director) $0 $0 $0
Dr Stafford Thompson (Director) $0 $0 $0
Herbert White (Director) $0 $0 $0
Jill Jackson (Executive Di) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 3, 2023

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,999
Expenses
$23,344
Net Income
-$7,345
Net Assets
$313,608
Notable Sources of Revenue Percent of Total Revenue
Contributions $896
5.6%
Program Services $0
Investment Income $15,103
94.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $313,608
Total Liabilities $0
Net Assets $313,608
Compensation
Key Employees and Officers Compensation Related Other
Carol Abernathy (Secretary) $0 $0 $0
Kathy Archer (Director) $0 $0 $0
Susan Helms (President) $0 $0 $0
Joe Mcferrin (Director) $0 $0 $0
Gwen Peterson (Director) $0 $0 $0
Annie Robertson (Vice Preside) $0 $0 $0
Mildred Switzer (Director) $0 $0 $0
Leannier Turner (Director) $0 $0 $0
Herbert White (Director) $0 $0 $0
Katie Wilson (Director) $0 $0 $0
Jill Jackson (Executive Di) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 10, 2021

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

View Filing
XML

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,907
Expenses
$22,708
Net Income
$10,199
Net Assets
$320,953
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,733
20.5%
Program Services $0
Investment Income $26,174
79.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $320,953
Total Liabilities $0
Net Assets $320,953

Document Links

990

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

PDF
PDF (2 of 2)

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,228
Expenses
$21,164
Net Income
-$8,936
Net Assets
$310,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,926
32.1%
Program Services $0
Investment Income $8,302
67.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $310,754
Total Liabilities $0
Net Assets $310,754
Compensation
Key Employees and Officers Compensation Related Other
Kathy Archer (Board Member) $0 $0 $0
Katie Walton (Board Member) $0 $0 $0
Susan Helms (President) $0 $0 $0
Joe Mcferrin (Board Member) $0 $0 $0
Carol Abernathy (Secretary) $0 $0 $0
Leannier Turner (Board Member) $0 $0 $0
Annie Robertson (Vice President) $0 $0 $0
Gwen Peterson (Board Member) $0 $0 $0
Herbert White (Board Member) $0 $0 $0
Mildred Switzer (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 15, 2020

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,481
Expenses
$27,809
Net Income
-$12,328
Net Assets
$319,690
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $15,481
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $319,690
Total Liabilities $0
Net Assets $319,690
Compensation
Key Employees and Officers Compensation Related Other
Kathy Archer (President) $0 $0 $0
Katie Walton (Vice President) $0 $0 $0
Susan Helms (Secretary) $0 $0 $0
Joe Mcferrin (Board Member) $0 $0 $0
Carol Abernathy (Board Member) $0 $0 $0
Leannier Turner (Board Member) $0 $0 $0
Annie Robertson (Board Member) $0 $0 $0
Warren George (Board Member) $0 $0 $0
Diane Sirmon Martin (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on July 9, 2019

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$22,114
Expenses
$20,456
Net Income
$1,658
Net Assets
$332,018
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,110
32.2%
Program Services $0
Investment Income $11,969
54.1%
Net Fundraising $0
Sales of Assets $3,035
13.7%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $332,018
Total Liabilities $0
Net Assets $332,018
Compensation
Key Employees and Officers Compensation Other
Warren George (Director) $0 $0
Susan Helms (Director) $0 $0
Dianne Sirmon Martin (Director) $0 $0
Joe Mcferrin (Director) $0 $0
Annie Robertson (Director) $0 $0
Leannier Turner (Director) $0 $0
Katie Walton (Secretary) $0 $0
Kathy Archer (Vice President) $0 $0
Alma Wyatt Jones (President) $0 $0
Janice Charlesworth (Executive Secretary) $0 $0
Jill Jackson (Executive Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 14, 2018

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$24,561
Expenses
$25,178
Net Income
-$617
Net Assets
$330,359
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,445
30.3%
Program Services $0
Investment Income $13,721
55.9%
Net Fundraising $0
Sales of Assets $3,395
13.8%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $330,359
Total Liabilities $0
Net Assets $330,359
Compensation
Key Employees and Officers Compensation Other
Barbara Arnold (President) $0 $0
Alma Wyatt Jones (Vice President) $0 $0
Kathy Archer (Secretary) $0 $0
Warren George (Director) $0 $0
Dianne Sirmon Martin (Director) $0 $0
Joe Mcferrin (Director) $0 $0
Annie Robertson (Director) $0 $0
Leannier Turner (Director) $0 $0
Katie Walton (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on April 13, 2017

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,065
Expenses
$27,363
Net Income
-$6,298
Net Assets
$330,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,498
40.3%
Program Services $0
Investment Income $11,300
53.6%
Net Fundraising $0
Sales of Assets $1,267
6.0%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $330,976
Total Liabilities $0
Net Assets $330,976
Compensation
Key Employees and Officers Compensation Other
Barbara Arnold (President) $0 $0
Alma Wyatt Jones (Vice President) $0 $0
Kathy Archer (Secretary) $0 $0
Joe Mcferrin (Director) $0 $0
Leannier Turner (Director) $0 $0
Katie Walton (Director) $0 $0
Annie Robertson (Director) $0 $0
Warren George (Director) $0 $0
Dianne Martin (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 22, 2016

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$27,743
Expenses
$17,206
Net Income
$10,537
Net Assets
$337,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,615
38.3%
Program Services $0
Investment Income $12,738
45.9%
Net Fundraising $0
Sales of Assets $4,390
15.8%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $337,274
Total Liabilities $0
Net Assets $337,274
Compensation
Key Employees and Officers Compensation Other
Eunice Horton (President) $0 $0
Linda Morrow (Secretary) $0 $0
Joe Ward (Director) $0 $0
Alma Wyatt Jones (Director) $0 $0
Betty Letlow (Director) $0 $0
Cleophus Stephens (Director) $0 $0
Warren George (Director) $0 $0
Barbara Arnold (Director) $0 $0
Dianne Martin (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on March 31, 2015

Short form 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 990-EZ
Revenue
$14,148
Expenses
$24,738
Net Income
-$10,590
Net Assets
$326,737
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,873
48.6%
Program Services $0
Investment Income $12,005
84.9%
Net Fundraising $0
Sales of Assets -$4,730
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $326,737
Total Liabilities $0
Net Assets $326,737

Document Links

990-EZ
Filed on April 8, 2014

Short form 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 990-EZ
Revenue
$29,146
Expenses
$17,883
Net Income
$11,263
Net Assets
$337,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,701
71.0%
Program Services $0
Investment Income $10,112
34.7%
Net Fundraising $0
Sales of Assets -$1,667
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $337,327
Total Liabilities $0
Net Assets $337,327

Document Links

990-EZ

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

PDF

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$22,968
Expenses
$15,643
Net Income
$7,325
Net Assets
$326,064
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,943
38.9%
Program Services $0
Investment Income $13,399
58.3%
Net Fundraising $0
Sales of Assets $626
2.7%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $326,064
Total Liabilities $0
Net Assets $326,064

Document Links

990-EZ

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

PDF

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-EZ

Short form 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-EZ

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

PDF

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
PDF (2 of 2)

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

Fiscal Year Ending Aug.
2004

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.
2002

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