Nonprofit · EIN 43-1923961
MISSOURI RETIRED TEACHERS FOUNDATION
Tax-exempt · JEFFERSON CTY, MO 65109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $100,110 | $136,107 | -$35,997 | $1,072,455 | $0 | $1,072,455 |
| December 31, 2023 | 990 | $89,649 | $155,177 | -$65,528 | $1,097,014 | $0 | $1,097,014 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $129,965
- Program service revenue
- $0
- Investment income
- $7,830
- Net gain from sales of assets
- $163
- Net income from fundraising events
- -$37,686
- Other revenue
- -$37,685
Expenses
- Grants and similar amounts paid
- $49,000
- Other salaries and wages
- $19,348
- Salaries, compensation and benefits (total)
- $23,940
- Professional fundraising fees
- $0
- Depreciation
- $22,643
- Program services (functional)
- $63,569
- Management and general (functional)
- $72,538
Balance sheet and other
- Total assets, start of year
- $1,097,014
- Total assets, end of year
- $1,072,455
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,072,455
- Land, buildings and equipment
- $682,081
- Net assets without donor restrictions
- $985,513
- Net assets with donor restrictions
- $86,942
- Gross receipts
- $141,611
- Employees
- 0
- Volunteers
- 16
- Year formed
- 2001
- State of legal domicile
- MO
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARLETA GODWIN | BOARD MEMBER Trustee or director | 0.1 | $0 |
| DAN ECKARD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| JENIFER YOUNG | SECRETARY Trustee or director, Officer | 0.1 | $0 |
| JOHN MOYER | BOARD MEMBER Trustee or director | 0.1 | $0 |
| JOHN POSTON | VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| KAREN MILLER | PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| LINDA HOLT | BOARD MEMBER Trustee or director | 0.1 | $0 |
| LINDA ORSCHELN | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MARGARET SMITH | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MARK LUECKENHOFF | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MARLIN KINMAN | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MARY RIDGE | TREASURER Trustee or director, Officer | 0.1 | $0 |
| PAM WATERMAN | BOARD MEMBER Trustee or director | 0.1 | $0 |
| SANDY BERRY | BOARD MEMBER Trustee or director | 0.1 | $0 |
| VELMA BEILEY | BOARD MEMBER Trustee or director | 0.1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICKI ORR | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MARIA WALDEN | MRTA EXECUTIVE DIRECTOR Officer | 40 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARLETA GODWIN | BOARD MEMBER Trustee or director | 0.1 | $0 |
| DAN ECKARD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| JENIFER YOUNG | SECRETARY Trustee or director, Officer | 0.1 | $0 |
| JOHN MOYER | BOARD MEMBER Trustee or director | 0.1 | $0 |
| JOHN POSTON | VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| KAREN MILLER | PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| LINDA HOLT | BOARD MEMBER Trustee or director | 0.1 | $0 |
| LINDA ORSCHELN | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MARGARET SMITH | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MARK LUECKENHOFF | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MARLIN KINMAN | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MARY RIDGE | TREASURER Trustee or director, Officer | 0.1 | $0 |
| PAM WATERMAN | BOARD MEMBER Trustee or director | 0.1 | $0 |
| SANDY BERRY | BOARD MEMBER Trustee or director | 0.1 | $0 |
| VELMA BEILEY | BOARD MEMBER Trustee or director | 0.1 | $0 |
| VICKI ORR | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MARIA WALDEN | MRTA EXECUTIVE DIRECTOR Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 3030 DUPONT CIR, JEFFERSON CTY, MO 65109-6188
- In care of
- % RON CRAIN
- Principal officer (990 for 2024)
- KAREN MILLER, 1704 E PARKIEW, OZARK, MO 65721
- Signed the 990
- MARIA WALDEN, EXECUTIVE DIRECTOR
- Phone
- (877) 366-6782
- Website
- WWW.MORTF.COM
- Return prepared by
- WILLIAMS-KEEPERS LLC
Mission
PROVIDE EDUCATIONAL OPPORTUNITIES FOR MEMBERS OF THE MISSOURI RETIRED TEACHERS ASSOCIATION AND TO PROVIDE TEACHER CLASSROOM GRANTS AND SUPPORT STAFF GRANTS IN THE STATE OF MISSOURI
Program accomplishments
- THE ORGANIZATION WILL PROVIDE TEACHER CLASSROOM GRANTS AND SUPPORT STAFF GRANTS TO INDIVIDUAL WITHOUT DISCRIMINATIONExpenses $49,000 · grants $49,000
- THE FOUNDATION PROVIDED TRAINING AND EDUCATION TO MEMBERS OF THE MISSOURI RETIRED TEACHERS ASSOCIATIONExpenses $14,569
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 | Not 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
- 43-1923961
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,072,455
- Income (IRS master file)
- $141,611
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $100,110 | $136,107 | $1,072,455 | XML |
| 990 | December 2023 | $89,649 | $155,177 | $1,097,014 | XML |
| 990 | December 2022 | $116,797 | $167,635 | $1,152,443 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 43-1923961).
Questions about MISSOURI RETIRED TEACHERS FOUNDATION
- What is the EIN of MISSOURI RETIRED TEACHERS FOUNDATION?
- The employer identification number (EIN) of MISSOURI RETIRED TEACHERS FOUNDATION is 43-1923961.
- Is MISSOURI RETIRED TEACHERS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to MISSOURI RETIRED TEACHERS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MISSOURI RETIRED TEACHERS FOUNDATION 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 MISSOURI RETIRED TEACHERS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MISSOURI RETIRED TEACHERS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MISSOURI RETIRED TEACHERS FOUNDATION?
- The 990 for the year ended December 31, 2024 names KAREN MILLER.
- Who are the officers and directors of MISSOURI RETIRED TEACHERS FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does MISSOURI RETIRED TEACHERS FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $100,110, expenses of $136,107 and total assets of $1,072,455 at year end.
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