Telco Retirees Association Inc C/o Judi Morris
Nonprofit profile at a glance
- EIN
- 270064555
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990 2016, Form 990-EZ 2024
- Location
- Anthem, AZ, USA
- Phone
- 6194016877
- Rating
- 66
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Labor Unions
Reported finances
- Revenue
- $15,409
- Expenses
- $13,397
- Assets
- $74,263
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- JANE BANFIELD (VICE PRESIDENT)
- MONTE BAGGS (PRESIDENT)
People named in this filing
- JUDI MORRIS (TREASURER)
- JANE BANFIELD (VICE PRESIDENT)
- MONTE BAGGS (PRESIDENT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To represent retired employees of pacific bell, Nevada bell and sbc west companies.
Operating model
- Revenue model
- Membership-supported. 69% of the money available for current operations came from membership dues.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 60
- Transparency & Controls: 82
- Sustainability: 71
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 62.2%; rating input score 62
- Program expense ratio: 57.8%; rating input score 58
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 13.1%; rating input score 66; 66th percentile among comparable filings
- Total-asset coverage ratio: 5.54; rating input score 85; 85th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -6.6% per year; rating input score 0; 33rd percentile among comparable filings
- Revenue growth: -8.2% per year; rating input score 0; 27th percentile among comparable filings
- Asset growth: -2.8% per year; rating input score 0; 29th percentile among comparable filings
Details
- Where the money goes: 62.2% of revenue deployed · 57.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $8K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 1 filed schedules
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Program expense ratio scored 58/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.