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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 51-0145957

TVA RETIREES ASSOCIATION

Tax-exempt (reinstated) · KNOXVILLE, TN 37902

Financials

$125K$130K2023$132K$131K2024$168K$138K2025
Revenue Expenses · by fiscal year end
Financials of TVA RETIREES ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$167,798$137,668$30,130$149,892$0$149,892
December 31, 2024990-EZ$132,433$131,144$1,289$119,762$0$119,762
December 31, 2023990-EZ$124,822$129,917-$5,095$118,473$0$118,473
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$50,000
Membership dues
$115,692
Program service revenue
$0
Investment income
$2,106
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$42,249
Printing, publications and postage
$50,870
Other expenses
$44,549

Balance sheet and other

Total assets, start of year
$119,762
Total assets, end of year
$149,892
Total liabilities, end of year
$0
Net assets, end of year
$149,892
Cash, savings and investments
$149,892
Gross receipts
$167,798

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Vickie EllisPresident10$0
Les BaysVice President1$0
Kate DavisSecretary2$0
Lisa OverlyTreasurer2$0
990-EZ for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Vickie EllisPresident10$0
Les BaysVice President1$0
Kate DavisSecretary2$0
Lisa OverlyTreasurer2$0
990-EZ for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Jo Anne LavenderPresident10$0
Alan CampbellVice President1$0
Debra L RutherfordSecretary2$0
Lisa OverlyTreasurer2$0

Address and contacts

Address (IRS master file)
400 WEST SUMMIT HILL DRIVE WT 8C-K, KNOXVILLE, TN 37902-1401
Signed the 990-EZ
Lisa Overly, Treasurer
Phone
(865) 632-3318

Mission

We are an organization of retirees from the Tennessee Valley Authority and keep our members up to date on issues concerning their retirement and keep them up to date on what is currently going on in the company.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • As a retirees association we approx. 10,000 member but also serve the entire retiree body of the Tennessee Valley Authority providing them with relevant information concerning retirement, community and TVA.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for TVA RETIREES ASSOCIATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
51-0145957
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
2017
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Employment (J99)
Assets (IRS master file)
$149,892
Income (IRS master file)
$167,798

Revocation and reinstatement

Exemption revoked
May 15, 2015
Posted by the IRS
August 10, 2015
Reinstated
Effective May 15, 2015

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$167,798$137,668$149,892XML
990-EZDecember 2024$132,433$131,144$119,762XML
990-EZDecember 2023$124,822$129,917$118,473XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––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 51-0145957).

Questions about TVA RETIREES ASSOCIATION

What is the EIN of TVA RETIREES ASSOCIATION?
The employer identification number (EIN) of TVA RETIREES ASSOCIATION is 51-0145957.
Is TVA RETIREES ASSOCIATION tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2015 and reinstated it effective May 15, 2015.
Are donations to TVA RETIREES ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TVA RETIREES ASSOCIATION 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 TVA RETIREES ASSOCIATION 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 TVA RETIREES ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of TVA RETIREES ASSOCIATION?
The 990-EZ for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does TVA RETIREES ASSOCIATION have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $167,798, expenses of $137,668 and total assets of $149,892 at year end.

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