2024-12-12T12:21:50-06:00 2024-06-30 350865680 PILE CPAS ONE INDIANA SQ SUITE 1200 INDIANAPOLIS IN 46204 990 2023-07-01 310920575 INDIANA RETIRED TEACHERS ASSOCIATION FOUNDATION INC INDI 3176377481 1916 CROWN PLAZA BLVD 113 PLAINFIELD IN 46168 JEFFREY ZOOK PRESIDENT 3176377481 2024-12-12 1 0 JEREMY C KOPECK CPA P00967303 3172693454 2023 2024-10-15 13:58:12Z X JEFFREY ZOOK 1916 CROWN PLAZA BLVD 113 PLAINFIELD IN 46168 129770 0 X WWW.RETIREDTEACHERS.ORG/FOUNDATION X 1976 IN AS A PARTNER OF THE INDIANA RETIRED TEACHERS ASSOCIATION ("IRTA"), OUR FOUNDATION PROMOTES THE WELFARE OF RETIRED TEACHERS, SUPPORTS THOSE WHO ARE CURRENTLY TEACHING AND ENCOURAGES PEOPLE TO ENTER THE PROFESSION. 7 7 0 75 0 0 21833 45029 0 0 22889 22299 436 60 45158 67388 28585 25275 0 0 7975 7975 0 0 1511 18525 16860 55085 50110 -9927 17278 596665 652796 21115 15997 575550 636799 X AS A PARTNER OF THE INDIANA RETIRED TEACHERS ASSOCIATION ("IRTA"), OUR FOUNDATION PROMOTES THE WELFARE OF RETIRED TEACHERS, SUPPORTS THOSE WHO ARE CURRENTLY TEACHING AND ENCOURAGES PEOPLE TO ENTER THE PROFESSION. 0 0 31468 25275 60 TO SUPPORT OUR MISSION, THE IRTA FOUNDATION SPONSORS:SCHOLARSHIPS: COLLEGE SOPHOMORES AND JUNIORS WHO ARE EDUCATION MAJORS MAY APPLY IN THE SPRING. ONE SCHOLARSHIP IN EACH OF THE TEN GEOGRAPHIC AREAS OF THE IRTA WILL BE AWARDED ANNUALLY.ACTIVE TEACHER GRANTS: PUBLIC SCHOOL EDUCATORS (PRE-K THROUGH 12) MAY APPLY SO THAT THEIR STUDENTS WILL HAVE THE MEANS TO PARTICIPATE IN SPECIAL PROJECTS. APPLICATIONS ARE DUE IN THE FALL, AND A MINIMUM OF ONE GRANT IN EACH OF THE TEN GEOGRAPHIC AREAS WILL BE AWARDED ANNUALLY.A HAND UP: IRTA MEMBERS WHO FACE AN IMMEDIATE, SHORT TERM FINANCIAL NEED MAY APPLY FOR UP TO $1,000. THIS GRANT REQUEST MAY BE MADE AT ANY TIME DURING THE YEAR, AS A NEED ARISES. 31468 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X DAVID SCHERER 3176377481 1916 CROWN PLAZA BLVD STE 113 PLAINFIELD IN 46168 JEFFREY ZOOK PRESIDENT 1.00 X X 0 0 0 JUDY HOSTETLER VICE PRESIDENT 1.00 X X 0 0 0 ALAN ZERKEL SECRETARY 1.00 X X 0 0 0 ELLEN MULFORD TREASURER 1.00 X X 0 0 0 DAVID LENNEN IRTA PRESIDENT, EX-OFFICIO 1.00 2.00 X 0 0 0 LINDA MORRIS MEMBER 1.00 X 0 0 0 MARK GUARD MEMBER 1.00 2.00 X 0 0 0 LAURA PENMAN IRTA EXEC. DIRECTOR, EX-OFFICIO 2.00 38.00 X 0 80000 20198 CHARLES SHORT MEMBER 1.00 X 0 0 0 0 80000 20198 0 0 0 0 0 45029 45029 22821 22821 61860 62382 -522 -522 -522 OTHER INCOME 900099 60 60 60 67388 60 0 22299 25275 25275 3200 2080 480 640 4775 4061 317 397 7751 7751 5896 5896 BOARD OF DIRECTORS EXPE 3161 2687 474 PRINTING & SUPPLIES 52 52 50110 31468 17131 1511 12819 17402 5 205 583841 635189 596665 652796 20000 14000 1115 1997 21115 15997 X 259540 271853 316010 364946 575550 636799 596665 652796 17278 35996 7975 0 X 1 X 0 1 0 X 165945 104515 38290 21833 45029 375612 165945 104515 38290 21833 45029 375612 119239 256373 15789 11874 50165 24517 22821 125166 30 5 436 60 531 501309 0.51140 0.49910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 530460 18741 49889 599090 491111 8501 30848 530460 548998 22488 -80375 491111 365354 92411 91233 548998 252747 116741 -4134 365354 0.39100 0.52000 0.08900 0 0 0 PAYABLE TO RELATED PARTY 1997 1997 X PART X, LINE 2: THE FOUNDATION FILES THE REQUIRED FEDERAL AND STATE INFORMATION RETURNS. WHENEVER TAX RETURNS ARE FILED, THE FILING ORGANIZATION MUST EVALUATE THE MERITS OF ITS TAX POSITIONS AND DETERMINE IF THEY WILL BE ULTIMATELY SUSTAINED. THOSE TAX POSITIONS FOR THE FOUNDATION INCLUDE MAINTAINING THEIR TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME. THE FOUNDATION BELIEVES THESE POSITIONS ARE SUSTAINABLE. ALTHOUGH THE FOUNDATION HAS NOT INCURRED ANY INTEREST AND PENALTIES ASSOCIATED WITH THESE POSITIONS, IT IS THEIR POLICY TO EXPENSE THEM IN THE STATEMENT OF ACTIVITIES. 1 GRANTS TO TEACHERS 21 11275 FMV SCHOLARHIPS 7 14000 FMV PART I, LINE 2: SCHOLARSHIPS AWARDED ARE PAID DIRECTLY TO THE COLLEGE INSTITUTION ATTENDED BY THE STUDENT. THE FOUNDATION MONITORS THE USE OF GRANT FUNDS THROUGH OBSERVATION, AND WHEN AVAILABLE, REPORTING BY THE GRANTEE. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A DRAFT COPY OF FORM 990 TO THE FULL BOARD FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE FULL BOARD, AS WELL AS AT THE COMMENCEMENT OF EACH BOARD MEMBER'S TERM. FORM 990, PART VI, SECTION C, LINE 19 INTERESTED PARTY REQUESTS INFORMATION AND OFFICE STAFF PROVIDES TO THEM FOR PICKUP, BY FAX, MAIL OR EMAIL AS REQUESTED. INDIANA RETIRED TEACHERS ASSOC 1916 CROWN PLAZA BLVD SUITE 113 PLAINFIELD IN 46168 351178938 MEMBER ASSOCIATION IN 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 INDIANA RETIRED TEACHERS ASSOC O 7975 FMV