Nonprofit · EIN 31-0920268
NATIONAL COUNCIL ON TEACHER RETIREMENT
Tax-exempt · ELK GROVE, CA 95758
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,857,667 | $1,372,486 | $485,181 | $2,166,447 | $147,574 | $2,018,873 |
| December 31, 2024 | 990 | $1,746,890 | $1,458,834 | $288,056 | $1,812,021 | $278,329 | $1,533,692 |
| December 31, 2023 | 990 | $1,527,659 | $1,460,087 | $67,572 | $1,456,043 | $210,407 | $1,245,636 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $665,112
- Membership dues
- $665,112
- Program service revenue
- $1,110,050
- Investment income
- $82,505
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $200,618
- Other salaries and wages
- $13,000
- Salaries, compensation and benefits (total)
- $276,607
- Professional fundraising fees
- $0
- Legal fees
- $625
- Accounting fees
- $30,100
- Travel
- $283,677
- Depreciation
- $637
- Program services (functional)
- $1,240,238
- Management and general (functional)
- $132,248
Balance sheet and other
- Total assets, start of year
- $1,812,021
- Total assets, end of year
- $2,166,447
- Total liabilities, end of year
- $147,574
- Net assets, end of year
- $2,018,873
- Land, buildings and equipment
- $1,203
- Net assets without donor restrictions
- $2,018,873
- Gross receipts
- $1,857,667
- Employees
- 3
- Volunteers
- 12
- Year formed
- 1987
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBYN WHEELER | Assistant Director | 40 | $113,993 | $30,618 |
| R DEAN KENDERDINE | Executive Director | 20 | $86,625 | $12,994 |
| SUE LEMMO | Trustee Trustee or director | 2 | $0 | $0 |
| KIMBERLY ADAMS | Sec/Treas Trustee or director, Officer | 2 | $0 | $0 |
| KAREN YAMAMOTO | President Trustee or director, Officer | 2 | $0 | $0 |
| CARLTON W LENOIR SR | Sec/Treas Trustee or director, Officer | 2 | $0 | $0 |
| AMY GRANT | Trustee Trustee or director | 2 | $0 | $0 |
| TINA LEISS | President Elect Trustee or director, Officer | 2 | $0 | $0 |
| KATHERINE WHITNEY | Trustee Trustee or director | 2 | $0 | $0 |
| THAD MCTIGUE | Trustee Trustee or director | 2 | $0 | $0 |
| DAVID KEEFE | Trustee Trustee or director | 2 | $0 | $0 |
| DEARLD SNIDER | Trustee Trustee or director | 2 | $0 | $0 |
| JANIS ELLIOT | Past President Officer | 2 | $0 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBYN WHEELER | Assistant Director | 40 | $109,110 | $29,988 |
| R DEAN KENDERDINE | Executive Director | 20 | $82,500 | $12,375 |
| SUE LEMMO | Trustee Trustee or director | 2 | $0 | $0 |
| KIMBERLY ADAMS | Sec/Treas Trustee or director, Officer | 2 | $0 | $0 |
| KAREN YAMAMOTO | President Trustee or director, Officer | 2 | $0 | $0 |
| CARLTON W LENOIR SR | Trustee Trustee or director | 2 | $0 | $0 |
| JANIS ELLIOTT | Past President Trustee or director, Officer | 2 | $0 | $0 |
| TINA LEISS | President Elect Trustee or director, Officer | 2 | $0 | $0 |
| KATHERINE WHITNEY | Trustee Trustee or director | 2 | $0 | $0 |
| THAD MCTIGUE | Trustee Trustee or director | 2 | $0 | $0 |
| DAVID KEEFE | Trustee Trustee or director | 2 | $0 | $0 |
| DEARLD SNIDER | Trustee Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBYN WHEELER | Assistant Director | 40 | $109,110 | $27,804 |
| R DEAN KENDERDINE | Executive Director | 20 | $82,500 | $12,375 |
| SUE LEMMO | Trustee Trustee or director | 2 | $0 | $0 |
| KIMBERLY ADAMS | Trustee Trustee or director | 2 | $0 | $0 |
| KAREN YAMAMOTO | President Elect Trustee or director, Officer | 2 | $0 | $0 |
| CARLTON W LENOIR SR | Trustee Trustee or director | 2 | $0 | $0 |
| JANIS ELLIOTT | Past President Trustee or director, Officer | 2 | $0 | $0 |
| TINA LEISS | Sec/Treas Trustee or director, Officer | 2 | $0 | $0 |
| ERIKA M GLASTER | President Trustee or director, Officer | 2 | $0 | $0 |
| THAD MCTIGUE | Trustee Trustee or director | 2 | $0 | $0 |
| DAVID KEEFE | Trustee Trustee or director | 2 | $0 | $0 |
| THOMAS WILLIAMS | Trustee Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5050 LAGUNA BLVD STE 112 PMB 460, ELK GROVE, CA 95758-4151
- In care of
- % JAMES MOSMAN
- Principal officer (990 for 2025)
- ROBYN WHEELER
- Signed the 990
- R DEAN KENDERDINE, Executive Dir.
- Phone
- (916) 769-5909
- Website
- WWW.NCTR.ORG
- Return prepared by
- Purewal & Ching LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 31-0920268 or by the name NATIONAL COUNCIL ON TEACHER RETIREMENT.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
NCTR is committed to preserving and protecting the traditional defined benefit pension model and will work with its members, public officials and any other interested parties to encourage and support public policy decisions that guarantee retirement security for public employees and other Americans.
Program accomplishments
- The organization holds an annual conference for members that provides information on issues facing the industry. The organization also provides education based on members area of interest.Expenses $563,949
- NCTR provides workshops and meetings to educate its membership on matters related to NCTR's mission.Expenses $250,768
- Federal Government Relations - NCTR believes that the Federal government should enact tax laws and promulgate regulations that encourage the continuation of employer-sponsored pension plans while creating incentives for all employees to increase their personal savings through the utilization of supplemental tax-deferred retirement savings plans. Further, Federal tax policies should facilitate the portability of retirement savings by allowing the transfer of funds from one plan to another without penalty.Expenses $243,979
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0920268
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $2,166,447
- Income (IRS master file)
- $1,857,667
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,857,667 | $1,372,486 | $2,166,447 | IRS |
| 990 | December 2024 | $1,746,890 | $1,458,834 | $1,812,021 | IRS |
| 990 | December 2023 | $1,527,659 | $1,460,087 | $1,456,043 | XML |
| 990 | December 2022 | $1,493,401 | $1,353,049 | $1,246,897 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0920268).
Questions about NATIONAL COUNCIL ON TEACHER RETIREMENT
- What is the EIN of NATIONAL COUNCIL ON TEACHER RETIREMENT?
- The employer identification number (EIN) of NATIONAL COUNCIL ON TEACHER RETIREMENT is 31-0920268.
- Is NATIONAL COUNCIL ON TEACHER RETIREMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2006.
- Are donations to NATIONAL COUNCIL ON TEACHER RETIREMENT tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL COUNCIL ON TEACHER RETIREMENT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL COUNCIL ON TEACHER RETIREMENT due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL COUNCIL ON TEACHER RETIREMENT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NATIONAL COUNCIL ON TEACHER RETIREMENT?
- The 990 for the year ended December 31, 2025 names ROBYN WHEELER.
- Who are the officers and directors of NATIONAL COUNCIL ON TEACHER RETIREMENT?
- The 990 for the year ended December 31, 2025 lists 13 people; 2 received compensation from the organization, the highest $113,993 (ROBYN WHEELER, Assistant Director).
- How much revenue does NATIONAL COUNCIL ON TEACHER RETIREMENT have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,857,667, expenses of $1,372,486 and total assets of $2,166,447 at year end.
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