2024-12-12T12:22:57-06:00 2024-06-30 350865680 PILE CPAS ONE INDIANA SQ SUITE 1200 INDIANAPOLIS IN 46204 990 2023-07-01 351178938 INDIANA RETIRED TEACHERS ASSOCIATION INDI 3176377481 1916 CROWN PLAZA BLVD 113 PLAINFIELD IN 46168 LAURA PENMAN EXECUTIVE DIRECTOR 3176377481 2024-12-12 1 0 JEREMY C KOPECK CPA P00967303 3172693454 2023 2024-10-15 13:58:12Z X LAURA PENMAN 1916 CROWN PLAZA BLVD 113 PLAINFIELD IN 46168 1222781 0 X WWW.RETIREDTEACHERS.ORG X 1971 IN ADVOCATING FOR ALL INDIANA RETIRED EDUCATORS. 14 14 5 325 0 0 576555 541220 4442 5032 136143 142011 70942 70744 788082 759007 0 0 0 0 382326 399194 0 0 0 362436 350424 744762 749618 43320 9389 3152707 3304061 470238 427918 2682469 2876143 ADVOCATING FOR ALL INDIANA RETIRED EDUCATORS. 0 0 QUARTERLY NEWSLETTERS, BLOGS, EMAILS, SOCIAL MEDIA, AND WEBCASTS INFORM OUR MEMBERS ON UPCOMING LEGISLATION MATTERS, RETIREMENT INFORMATION, FRAUD PROTECTION IN A TIMELY FASHION. WE ALSO DO AREA WORKSHOPS AND LOCAL MEETINGS THAT HELP SPREAD THE WORK AND INFORMATION THAT THE ASSOCIATION PERFORMS. ALL OF LOCALS PARTICIPATE IN VOLUNTEER OPPORTUNITIES IN THEIR COMMUNITIES. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 5 1 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 1 1 1 1 0 0 1 0 1 1 1 1 1 1 1 0 0 IN X DAVID SCHERER 3176377481 1916 CROWN PLAZA BLVD STE 113 PLAINFIELD IN 46168 DENNIS KEITHLEY DIRECTOR 1.00 X 0 0 0 SALLY DURFEE DIRECTOR 1.00 X 0 0 0 MARTY MULLIN DIRECTOR 1.00 X 0 0 0 DR GENE VAN STONE DIRECTOR 1.00 X 0 0 0 BRADLEY SEWARD DIRECTOR 1.00 X 0 0 0 DR SHARON BARNES PRESIDENT-ELECT 2.00 X X 0 0 0 BRENDA WALLS DIRECTOR 1.00 X 0 0 0 PAULA DYER IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 DAVID LENNEN PRESIDENT 2.00 1.00 X X 0 0 0 MARK GUARD SECRETARY-TREASURER 2.00 1.00 X X 0 0 0 DR BOBBIE IWOBI DIRECTOR 1.00 X 0 0 0 JOHN LIGHTLE DIRECTOR 1.00 X 0 0 0 RAMONA LENNEN DIRECTOR 1.00 X 0 0 0 DR CHERYL CORNING DIRECTOR 1.00 X 0 0 0 LAURA PENMAN EXECUTIVE DIRECTOR 38.00 2.00 X 80000 0 20198 80000 0 20198 0 0 0 0 0 541220 541220 REPRESENTATIVE ASSEMBL 900099 5032 5032 5032 121317 121317 70725 70725 484468 463774 20694 20694 20694 MISCELLANEOUS INCOME 900099 19 19 19 759007 5032 0 212755 X 100198 205224 69850 23922 314 14000 28187 2178 4336 55271 964 41914 4323 10553 NEWSLETTERS & BULLETINS 44168 LEGISLATIVE EXPENSES 40445 OFFICER & DIRECTORS EXP 33968 SUPPLIES & COPYING COST 22054 47749 749618 380 380 117553 140477 5250 7838 14902 26225 100121 85004 6957 15117 2934079 3085017 73586 29007 3152707 3304061 25470 22816 311728 322462 133040 82640 470238 427918 X 2682469 2876143 2682469 2876143 3152707 3304061 9389 184285 0 X 0 1 X 1 0 2292 2038 254 87122 72714 14408 10707 10252 455 15117 ACCRUED RETIREMENT BENEFIT 54877 RIGHT-OF-USE OPERATING LEASE LIABILITY 27763 82640 X 915105 184285 184285 730820 28187 28187 759007 721431 0 721431 28187 28187 749618 PART X, LINE 2: THE ASSOCIATION IS A TRADE ASSOCIATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE. THE ASSOCIATION FILES THE REQUIRED FEDERAL AND STATE INFORMATION RETURNS. WHENEVER TAX RETURNS ARE FILED, THE FILING ASSOCIATION MUST EVALUATE THE MERITS OF ITS TAX POSITIONS AND DETERMINE IF THEY WILL BE ULTIMATELY SUSTAINED. THOSE TAX POSITIONS FOR THE ASSOCIATION INCLUDE MAINTAINING THEIR TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME. THE ASSOCIATION BELIEVES THESE POSITIONS ARE SUSTAINABLE. ALTHOUGH THE ASSOCIATION HAS NOT INCURRED ANY INTEREST AND PENALTIES ASSOCIATED WITH THESE POSITIONS, IT IS THEIR POLICY TO EXPENSE THEM IN THE STATEMENT OF ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 2 DAVID LENNEN AND RAMONA LENNEN ARE BOTH BOARD MEMBERS OF THE ASSOCIATION AND ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 6 ALL PERSONS WHO RECEIVE A PENSION FROM THE INDIANA STATE TEACHERS RETIREMENT FUND SHALL BE ELIGIBLE FOR REGULAR MEMBERSHIP. ANY PERSON WHO DOES NOT QUALIFY AS A REGULAR MEMBER MAY BECOME AN ASSOCIATE MEMBER. ASSOCIATE MEMBERS SHALL BE NON-VOTING MEMBERS AND SHALL NOT BE ELIGIBILE TO HOLD ANY STATE ASSOCIATION OFFICE OR STATE ASSOCIATION COMMITTEE CHAIRMANSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE REPRESENTATIVE DELEGATGE COUNCIL SHALL BE COMPOSED OF DELEGATES FROM THE LOCAL CHAPTERS, VOTING MEMBERS OF THE BOARD OF DIRECTORS, PAST STATE PRESIDENTS, AND STATE STANDING COMMITTEE CHAIRPERSONS OF THE ASSOCIATION. THE REPRESENTATIVE DELEGATE COUNCIL IS HEREAFTER REFERRED TO AS THE REPRESENTATIVE ASSEMBLY. A LOCAL CHAPTER SHALL BE ANY LOCAL GROUP OF TEN (10) OR MORE REGULAR MEMBERS OF THE ASSOCIATION WHO FILE A LETTER SEEKING TO AFFILIATE WITH THE ASSOCIATION. NO LATER THAN MAY 15 OF EACH YEAR, THE EXECUTIVE DIRECTOR OF THE ASSOCIATION SHALL NOTIFY THE SECRETARY OF THE LOCAL CHAPTER OF THE NUMBER OF DELEGATES TO WHICH THE CHAPTER IS ENTITLED. EACH LOCAL CHAPTER SHALL BE ENTITLED TO ONE DELEGATE FOR THE FIRST TEN (10) REGULAR MEMBERS AND ONE ADDITIONAL DELEGATE FOR EACH FORTY (40) REGULAR MEMBERS OR MAJOR FRACTION THEREOF. FORM 990, PART VI, SECTION A, LINE 7B ONLY CERTIFIED DELEGATES SHALL HAVE THE RIGHT TO MAKE MOTIONS AND TO VOTE ON THE BUSINESS OF THE REPRESENTATIVE ASSEMBLY. DELEGATES MUST BE PRESENT AT THE MEETING OF THE REPRESENTATIVE ASSEMBLY IN ORDER TO VOTE. ALL DELEGATES SHALL BE REGULAR MEMBERS. THE REPRESENTATIVE ASSEMBLY SHALL BE THE LEGISLATIVE BODY OF THE ASSOCIATION. AS THE LEGISLATIVE BODY OF THE ASSOCIATION, THE REPRESENTATIVE ASSEMBLY SHALL FORUMLATE POLICIES, ADOPT THE ANNUAL BUDGET, RECEIVE AND/OR ACT ON REPORTS, APPROVE RESOLUTIONS, AMEND THE BY-LAWS, VOTE ON RECOMMENDATIONS BY THE BOARD OF DIRECTORS CONCERNING AMENDMENTS TO THE ARTICLES OF INCORPORATION, VOTE IN ELECTIONS, AND ACT ON ANY OTHER BUSINESS BROUGHT BEFORE THE BODY. FORM 990, PART VI, SECTION A, LINE 8B THE ASSOCIATION DOES NOT HAVE ANY COMMITTEES THAT CAN ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 10B NO POLICIES EXIST GOVERNING LOCAL CHAPTERS. 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 ANY NEW BOARD MEMBER'S TERM. FORM 990, PART VI, SECTION B, LINE 15A FULL BOARD NEGOTIATES WITH THE EXECUTIVE DIRECTOR FOR HIS/HER SALARY AND IS BASED ON A SALARY SURVEY OF NON-PROFITS OF SIMILAR SIZE. 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. FORM 990, PART IX, LINE 11G 401(K) FEES 2,163. MISC. 15. IRTA FOUNDATION 1916 CROWN PLAZA BLVD SUITE 113 PLAINFIELD IN 46168 310920575 PROVIDE SCHOLARSHIPS AND GRANTS IN 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 IRTA FOUNDATION O 7975 FMV