Public Charity

ST PAUL TEACHERS RETIREMENT FUND ASSOCIATION

ST PAUL TEACHERS RETIREMENT FUND ASSOCIATION is a nonprofit organization categorized as Public Charity based in ST PAUL, MN. Its most recent IRS filing (2025) reports revenue of $301.2M, expenses of $130.6M, total assets of $1.5B.

EIN: 410571990 ST PAUL, MN Teachers Retirement Fund Associations NTEE: Y33 Latest filing: 2025
Total Revenue$301.2M
Total Expenses$130.6M
Total Assets$1.5B
Grant Records0
Filing Years2021–2025

Mission

To collect and invest contributions to fund lifetime retirement benefits to members who retire from Independent School District #625 as well as disability or survivor/beneficiary benefits as required.

Where $100 goes at St Paul Teachers Retirement Fund Association

How St Paul Teachers Retirement Fund Association divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$100 Programs the work itself
<$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$100
Maintain a retirement fund paying benefits to members who retire from Independent School District #625 as well as pay disability or survivor/beneficiary benefits as required
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

Ex-Officio Halla Henderson
Trustee Karen Martinsen
Trustee Karen Odegard
President Lori Borgeson
Treasurer Margaret Schiller
Trustee Matt Bogenschultz

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $301.2M $130.6M $1.5B
2024 $203.4M $130.3M $1.4B
2023 $97.5M $127.6M $1.2B
2022 $156.2M $125.4M $1.2B
2021 $185.7M $123.0M $1.3B

Between 2021 and 2025, reported annual revenue grew from $185.7M to $301.2M (+62%), with total assets most recently reported at $1.5B.

Interactive year-over-year charts and full filing details available with membership.

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