2024-11-12T13:54:19-06:00 2024-06-30 351515068 MONROE SHINE & CO INC CPA'S PO BOX 22039 LOUISVILLE KY 402529804 990 2023-07-01 611029929 KENTUCKY RETIRED TEACHERS ASSOCIATION INC KENT 5022315802 7505 BARDSTOWN ROAD LOUISVILLE KY 40291 DONALD T ABRAMS EXECUTIVE DIRECTOR 5022315802 2024-11-04 1 1 JEREMY M FINN CPA P00814819 5024230311 2023 2024-10-15 13:58:12Z DONALD T ABRAMS 7505 BARDSTOWN ROAD LOUISVILLE KY 40291 811749 0 X WWW.KRTA.ORG X 1980 KY TO PROMOTE THE ECONOMIC, SOCIAL AND PROFESSIONAL INTERESTS OF RETIRED TEACHERS. 18 18 6 0 0 0 620024 616364 18487 15639 38119 130784 26850 9133 703480 771920 8300 0 0 0 229560 231941 0 0 0 461735 471920 699595 703861 3885 68059 2048004 2277998 1052 4564 2046952 2273434 X TO PROMOTE THE ECONOMIC, SOCIAL AND PROFESSIONAL INTERESTS OF RETIRED TEACHERS. TO ACT ON BEHALF OF RETIRED TEACHERS IN MATTERS INVOLVING THEIR NEEDS SUCH AS LEGISLATION AND COMMUNITY EFFORTS. TO AFFORD OPPORTUNITY FOR THE EXPRESSION AND INTERCHANGE OF OPINIONS ON MATTERS OF SPECIAL INTEREST TO ALL RETIRED TEACHERS. 0 0 20004 THE ASSOCIATION PROVIDES A TELEPHONE HOTLINE TO ANSWER LEGAL QUESTIONS (LEGALINE). 107422 THE ASSOCIATION PROVIDES A NEWSLETTER, KRTA NEWS, TO ALL MEMBERS 201785 THE ASSOCIATION PROVIDES MEETINGS AND WORKSHOPS FOR RETIRED TEACHERS. THE ASSOCIATION COVERS ALL COSTS FOR THESE FUNCTIONS FOR THEIR MEMBERS. DURING CURRENT FISCAL YEAR, MONIES WERE RECEIVED AS SPONSORSHIPS TO HELP DEFRAY A PORTION OF THE COSTS. 329211 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 4 0 1 6 1 0 0 0 0 1 1 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 X KENTUCKY RETIRED TEACHERS ASSOCIATI 5022315802 7505 BARDSTOWN ROAD LOUISVILLE KY 40291 STEVE GILLESPIE PRESIDENT 5.00 X X 0 0 0 RICK TATUM VICE PRESIDENT 5.00 X X 0 0 0 ANN PORTER PRESIDENT - ELECT 5.00 X X 0 0 0 GOLDEN HALE EXEC COUNCIL 5.00 X X 0 0 0 TARA PARKER EXEC COUNCIL 5.00 X 0 0 0 JOANN MCCAUGHAN EXEC COUNCIL 5.00 X 0 0 0 ROBERT ADAMS EXEC COUNCIL 5.00 X 0 0 0 BEVERLY MARTIN EXEC COUNCIL 5.00 X 0 0 0 HENRIETTA SHEFFEL EXEC COUNCIL 5.00 X 0 0 0 MEG JUDD EXEC COUNCIL 5.00 X 0 0 0 TISHANA CUNDIFF EXEC COUNCIL 5.00 X 0 0 0 FRED TILSLEY EXEC COUNCIL 5.00 X 0 0 0 ELLIE THOMPSON EXEC COUNCIL 5.00 X 0 0 0 SANDY ANDERSON EXEC COUNCIL 5.00 X 0 0 0 REBECCA HUDSON BROWN EXEC COUNCIL 5.00 X 0 0 0 ARTHUR GREEN EXEC COUNCIL 5.00 X 0 0 0 MARTHA STEPP EXEC COUNCIL 5.00 X 0 0 0 SUE ELLEN CALDWELL EXEC COUNCIL 5.00 X 0 0 0 DONALD T ABRAMS EXECUTIVE DIRECTOR 35.00 X 62100 0 0 GREGORY ROUSH DEPUTY EXECUTIVE DIRECTOR 30.00 X 55508 0 0 BRENDA MEREDITH COMMUNICATIONS/EDITOR 30.00 X 19175 0 0 136783 0 0 0 0 0 0 0 615364 1000 616364 ANNUAL CONVENTION REVE 611710 15639 15639 15639 113462 113462 57151 39829 17322 17322 17322 MISCELLANEOUS REBATES 611710 9133 9133 9133 771920 155556 0 0 151987 57691 6532 15731 22635 14585 10291 4629 61598 140186 6165 10456 PRINTING & PUBLICATIONS 109127 POSTAGE & SHIPPING 32036 EQUIPMENT RENTAL & MAIN 30189 TELEPHONE EXPENSE 25431 4592 703861 275044 194382 168156 94258 80062 73898 1692898 2009718 2048004 2277998 1052 4564 1052 4564 X 2020160 2246642 26792 26792 2046952 2273434 2048004 2277998 68059 158423 0 X X 0 1 X 1 0 1 0 0 23921 23921 53453 8223 45230 90782 86035 4747 73898 X 915758 158423 158423 757335 14585 14585 771920 689276 0 689276 14585 14585 703861 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C) (6) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT PROVIDE FOR INCOME TAXES. THE ASSOCIATION HAS IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. UNDER THAT GUIDANCE, TAX POSITIONS NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2024, THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION FILES A FEDERAL FORM 990. THE ASSOCIATION IS NOT CURRENTLY BEING EXAMINED AND MANAGEMENT BELIEVES ITS TAX-EXEMPT STATUS WOULD BE UPHELD UNDER EXAMINATION. JAN ABRAMS WIFE OF EXECUTIVE DIRECTOR 6428 WAGES 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND SIGNED BY THE EXECUTIVE DIRECTOR, DONALD T. ABRAMS, PRIOR TO FILING THE TAX RETURN. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THERE IS CURRENTLY NO CONFLICT OF INTEREST POLICY. PART XII, LINE 1: MODIFIED CASH BASIS FORM 990, PART XII, LINE 2C: NO CHANGES WERE MADE FROM THE PRIOR YEAR. NO KIMBLER MEMORIAL FUND INC 7505 BARDSTOWN ROAD LOUISVILLE KY 40291 611189992 TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS ENROLLED IN COMMUNITY COLLEGES KY 501 (C)(3) 9 SHARES SIMILAR INDIVIDUALS FOR ITS BOARD OF DIRECTORS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0