National Institute on Retirement Security (EIN 208705822) - 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

2007

Legal Domicile

Principal Officer

Daniel J Doonan

Tax Period

2021-01-01 to 2021-12-31

National Institute on Retirement Security, founded in 2007, is a small nonprofit in the Mutual Benefit sector that reported $842K in total revenue in fiscal year 2021. Expenses of $750K left a modest 11% surplus.

Mission

To promote social welfare by conducting national research, education and outreach programs that foster a deep understanding of the value of retirement security in the US.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $842,138

Investment Income $230

Other Revenue $0

TOTAL REVENUE $842,368

Expense Breakdown

Grants Paid $0

Salaries & Benefits $460,996

Fundraising Expenses $77,477

Program Expenses $558,982

Other Expenses $288,545

TOTAL EXPENSES $749,541

Year-over-Year Comparison

	2021	2020	Change
Revenue	$842,368	$855,732	0.0%
Expenses	$749,541	$867,184	-0.1%
Net Income	$92,827	$-11,452	-9.1%

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

$245,905

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel J Doonan	Executive Director	40.00	Officer	$214,188	$31,717	$245,905
John Adler	Director	1.00	Director	$0	$0	$0
Dana Bilyeu	Director	1.00	Director	$0	$0	$0
Kristen Doyle	Director	1.00	Director	$0	$0	$0
Michael Hairston	Director	1.00	Director	$0	$0	$0
Hank H Kim Esq	Director	1.00	Director	$0	$0	$0
Jay Stoffel	Director	1.00	Director	$0	$0	$0
R Dean Kenderdine	Director	1.00	Director	$0	$0	$0
Andrew Sherman	Director	1.00	Director	$0	$0	$0
Gerri Madrid-Davis	Chair	1.00	Officer Director	$0	$0	$0
Brian Tobin	Vice Chair	1.00	Officer Director	$0	$0	$0
Kelly L Fox	SecretaryTreasurer	1.00	Officer Director	$0	$0	$0

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
2021	$842,368	$749,541	$1,164,483	$92,827
2020	$855,732	$867,184	$944,977	$-11,452
2019	$789,514	$852,134	$1,129,966	$-62,620
2018	$903,413	$849,653	$975,324	$53,760

National Institute on Retirement Security