NATIONAL COUNCIL ON TEACHER RETIREMENT (EIN 310920268) - 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

1987

Legal Domicile

Principal Officer

ROBYN WHEELER

Phone

9167695909

Tax Period

2024-01-01 to 2024-12-31

NATIONAL COUNCIL ON TEACHER RETIREMENT, founded in 1987, is a community nonprofit in the Community Improvement sector that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $288K, a strong 16% operating margin.

Mission

NCTR is committed to preserving and protecting the traditional defined benefit pension model and will work with its members, public officials and any other interested parties to encourage and support public policy decisions that guarantee retirement security for public employees and other Americans.NCTR provides a national forum for the discussion and resolution of issues affecting public pensions.

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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 (2024)

Revenue Breakdown

Contributions & Grants $620,798

Program Service Revenue $1,068,415

Investment Income $57,677

Other Revenue $0

TOTAL REVENUE $1,746,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $355,658

Fundraising Expenses $0

Program Expenses $1,350,205

Other Expenses $1,103,176

TOTAL EXPENSES $1,458,834

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,746,890	$1,527,659	+0.1%
Expenses	$1,458,834	$1,460,087	0.0%
Net Income	$288,056	$67,572	+3.3%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBYN WHEELER	Assistant Director	40.00		$109,110	$29,988	$139,098
R DEAN KENDERDINE	Executive Director	20.00		$82,500	$12,375	$94,875
SUE LEMMO	Trustee	2.00	Director	$0	$0	$0
KIMBERLY ADAMS	Sec/Treas	2.00	Officer Director	$0	$0	$0
KAREN YAMAMOTO	President	2.00	Officer Director	$0	$0	$0
CARLTON W LENOIR SR	Trustee	2.00	Director	$0	$0	$0
JANIS ELLIOTT	Past President	2.00	Officer Director	$0	$0	$0
TINA LEISS	President Elect	2.00	Officer Director	$0	$0	$0
KATHERINE WHITNEY	Trustee	2.00	Director	$0	$0	$0
THAD MCTIGUE	Trustee	2.00	Director	$0	$0	$0
DAVID KEEFE	Trustee	2.00	Director	$0	$0	$0
DEARLD SNIDER	Trustee	2.00	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
2025	No data	No data	No data	No data
2024	$1,746,890	$1,458,834	$1,812,021	$288,056
2023	$1,527,659	$1,460,087	$1,456,043	$67,572
2022	$1,493,401	$1,353,049	$1,246,897	$140,352
2021	$1,005,552	$704,428	$1,224,920	$301,124
2020	$947,686	$696,655	$888,380	$251,031
2019	$1,567,714	$1,436,396	$702,099	$131,318
2018	$1,495,006	$1,469,016	$588,360	$25,990

NATIONAL COUNCIL ON TEACHER RETIREMENT