Government Investment Officers Association (EIN 010774114) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Phone

7022553224

Tax Period

2025-01-01 to 2025-12-31

Government Investment Officers Association, founded in 2003, is a small nonprofit in the Public & Societal Benefit sector that reported $575K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $150K, a strong 26% operating margin.

Mission

Provide Training and Support and Training for Government Investment Officers

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $545,825

Investment Income $27,633

Other Revenue $1,230

TOTAL REVENUE $574,688

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,071

Fundraising Expenses $0

Program Expenses $369,778

Other Expenses $409,684

TOTAL EXPENSES $424,755

Year-over-Year Comparison

	2025	2024	Change
Revenue	$574,688	$464,970	+0.2%
Expenses	$424,755	$364,558	+0.2%
Net Income	$149,933	$100,412	+0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$14,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Phillips	President Emeritus/Director	5.00	Director	$0	$0	$0
Tonya Dazzio	Vice President Emeritus/Director	5.00	Director	$0	$0	$0
Breck Day	Executive Director	50.00	Key Emp	$14,000	$0	$14,000

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$574,688	$424,755	$686,159	$149,933
2024	No data	No data	No data	No data
2023	$440,968	$381,464	$435,563	$59,504
2022	$287,396	$251,999	$376,465	$35,397
2022	$292,546	$251,044	$378,115	$41,502
2021	$205,049	$184,592	$395,669	$20,457
2020	$170,667	$62,088	$442,395	$108,579
2019	$314,761	$249,396	$341,439	$65,365
2018	$305,716	$253,555	$275,073	$52,161
2018	$305,716	$240,555	$288,073	$65,161

Government Investment Officers Association