2024-03-28T14:02:20-05:00 2023-12-31 371335003 ECK SCHAFER & PUNKE LLP 227 S Seventh Street Springfield IL 62701 990 2023-01-01 370892878 Illinois Retired Teachers Association ILLI 2175238488 828 South Second Street Springfield IL 62704 Jessica Newbold Hoselton Executive Director 2175238488 2024-03-28 1 Jessica Newbold Hoselton 999009999 0 Brent Leach P00331592 2175251111 2024-03-28 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z Jessica Newbold Hoselton 828 South Second Street Springfield IL 62704 3065065 0 X www.irtaonline.org X 1975 IL To promote the economic, social and professional status of retired teachers and the exchange of 32 32 8 32 0 0 80505 77932 980307 1084757 115407 179876 176829 156175 1353048 1498740 0 0 0 0 798036 866958 0 0 0 734126 491042 1532162 1358000 -179114 140740 3874757 4016194 1348 2045 3873409 4014149 X The Illinois Retired Teachers Association is a not-for-profit, non-partisan organization of retired educators. The Association serves the needs and interests of its members through advocacy, education, cooperation and socialization in a flexible organizational structure. 0 0 929470 1105932 Support to local chapters of retired teachers organizations through publications, counseling on rights and benefits and program assistance. Currently serving approximately 38,000 members. 929470 0 0 1 1 0 0 0 0 0 1 1 0 0 1 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 1 0 0 1 1 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Erica Pinkley 2175238488 828 South Second Street Springfield IL 62704 John Flaherty Area Representative 1.00 X 0 0 0 William Funkhouser Past President 1.00 X X 0 0 0 Doris Heaton Area Representative 1.00 X 0 0 0 Donnie Ostrom Treasurer/Committee Chair 1.00 X X 0 0 0 Roger Hampton Area Representative 1.00 X 0 0 0 Jo Anne Nelson Area Representative 1.00 X 0 0 0 Wendy Wiegers Area Representative 1.00 X 0 0 0 Marjorie Sucansky Area Representative 1.00 X 0 0 0 Donna Sargent Area Representative 1.00 X 0 0 0 James Barr Area Representative 1.00 X 0 0 0 J Harland III Area Representative 1.00 X 0 0 0 David Davison Regional Director 1.00 X 0 0 0 Lori Shartiag Regional Director 1.00 X 0 0 0 Bob Lyons Regional Director 1.00 X 0 0 0 Charles Hlavaty Jr Regional Director 1.00 X 0 0 0 Margaret Safarik Regional Director 1.00 X 0 0 0 Janis Vinson Regional Director 1.00 X 0 0 0 Richard Wilkin Regional Director 1.00 X 0 0 0 Joseph Vermeire Regional Director 1.00 X 0 0 0 Angela Van Brooker Regional Director 1.00 X 0 0 0 Sharon Urban Regional Director 1.00 X 0 0 0 Phillip Smith Regional Director 1.00 X 0 0 0 LaVonne Chaney Secretary 1.00 X X 0 0 0 Richard Feezel Regional Director 1.00 X 0 0 0 Mary May Regional Director 1.00 X 0 0 0 Diane Kunkel Regional Director 1.00 X 0 0 0 David Savage Regional Director 1.00 X 0 0 0 Nadine York Regional Director 1.00 X 0 0 0 Barb Chiles Committee Chair 1.00 X 0 0 0 Patricia Hampton Committee Chair 1.00 X 0 0 0 Michael Schmidt President 1.00 X X 0 0 0 Robert Kaplan Vice President 1.00 X X 0 0 0 James Bachman Executive Director 37.50 1.00 X 241431 0 17704 Erica Pinkley Comptroller 37.50 1.00 X 86626 0 16629 Jessica Newbold Hoselton Executive Director 37.50 1.00 X 12738 0 0 340795 0 34333 1 0 1 0 0 77932 77932 Membership Dues 900099 1055045 1055045 Convention Income 900099 29712 29712 1084757 123902 123902 135000 135000 1622299 1566325 55974 55974 55974 Miscellaneous 900099 21175 21175 21175 1498740 1105932 0 314876 328057 229640 98417 355367 248757 106610 57732 40412 17320 68772 48140 20632 57030 39921 17109 664 664 32282 32282 10906 10906 67762 60000 7762 19111 19111 29625 29625 135272 27055 108217 81359 81359 11067 5534 5533 Publications 39157 39157 Membership mailing 15744 15744 Board of Directors 14242 14242 Dues and subscriptions 12821 3846 8975 21030 13092 7938 1358000 929470 428530 0 702372 779079 100000 88596 761 1593 110929 95442 30035 15487 3041589 3131439 3874757 4016194 7100 1348 -5055 1348 2045 X 3778110 3794507 95299 219642 3873409 4014149 3874757 4016194 140740 0 X X 0 1 X 1 0 Illinois Retired Teachers Association Political Action Committee 828 South Second Street Springfield IL 62704 11376 1 0 0 110929 95442 15487 15487 Money Market Funds 29362 C Mutual Funds 2214151 C Stocks 284939 C Certificates of Deposit 400000 C Fixed Income 202987 C 3131439 Accrued Payroll Taxes -5055 -5055 X 1479629 0 1479629 19111 19111 1498740 1338889 0 1338889 19111 19111 1358000 Part X, Line 2: The Association follows the requirements related to the accounting for uncertainty in income taxes. This guidance set a minimum threshold for financial statement recognition of the benefit of a tax position taken, or expected to be taken, in a tax return. Tax positions for the open tax years as of December 31, 2023 were reviewed, and it was determined that no provision for uncertain income tax positions is required. X 0 0 0 0 0 0 0 0 0 James Bachman Executive Director 241431 0 0 0 0 0 17704 0 0 0 259135 0 0 0 Form 990, Part VI, Section A, line 6 The organization has members. Form 990, Part VI, Section A, line 7a The members elect officers every two years. Form 990, Part VI, Section A, line 7b Decisions regarding constitutional matters must be approved at the delegate assembly, held biannually. Form 990, Part VI, Section B, line 11b A copy of form 990 was provided to the Board of Directors prior to filing. Form 990, Part VI, Section B, line 12c An interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. The board determines whether a conflict of interest exists and how it should be handled. Form 990, Part VI, Section B, line 15 Compensation is recommended by the Executive Director and presented to the Finance Committee who then recommends the entire budget to the Board of Directors for approval. Form 990, Part VI, Section C, line 19 Documents are made available upon request. Form 990, Part XII, Line 2c There have been no changes to the organization's oversight or selection process during the year. Illinois Retired Teachers Association Foundation 828 South Second Street Springfield IL 62704 371183315 Provides grants to current teachers and scholarships to future teachers IL 501(c)(3) Line 7 Illinois Retired Teachers Association 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Illinois Retired Teachers Association Foundation Inc D 77421