National Assoc of Government Defined Contribution Administrators Inc (EIN 382400330) - 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

1981

Legal Domicile

Principal Officer

Mo Raihan

Phone

8595149161

Tax Period

2024-01-01 to 2024-12-31

National Assoc of Government Defined Contribution Administrators Inc, founded in 1981, is a community nonprofit in the Community Improvement sector that reported $1.7M in total revenue in fiscal year 2024. Expenses of $1.6M left a modest 6% surplus.

Mission

NAGDCA IS A LEADING ASSOCIATION SERVING TO UNITE AND SUPPORT THOSE WITHIN THE DEFINED CONTRIBTUION RETIREMENT PLAN INDUSTRY.

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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 $712,000

Program Service Revenue $870,740

Investment Income $71,517

Other Revenue $17,080

TOTAL REVENUE $1,671,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $202,850

Fundraising Expenses $0

Other Expenses $1,368,527

TOTAL EXPENSES $1,571,377

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,671,337	$1,643,674	+0.0%
Expenses	$1,571,377	$1,621,898	0.0%
Net Income	$99,960	$21,776	+3.6%

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
Matt Peterson	Executive Director	40.00		$187,126	$0	$187,126
Sandy Blair	Past Pres (Ended 9/24)	1.00	Officer Director	$0	$0	$0
Kelly Hiers	Past President	1.00	Officer Director	$0	$0	$0
Mo Raihan	President	1.00	Officer Director	$0	$0	$0
Rhonda Butler Bell	Vice President	1.00	Officer Director	$0	$0	$0
Jim Potvin	Member-At-Large	1.00	Director	$0	$0	$0
Christina Elliott	VP (Term End10/24)	1.00	Officer Director	$0	$0	$0
Beth Conradson Cleary	Secretary/Treas	1.00	Officer Director	$0	$0	$0
Jacob Peacock	Ind President	1.00	Director	$0	$0	$0
Andee Gravitt	Ind Pres (Term End 9/24)	1.00	Director	$0	$0	$0
Hunter Bethea	Member-At-LArge	1.00	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
2024	$1,671,337	$1,571,377	$3,030,233	$99,960
2023	$1,643,674	$1,621,898	$2,626,200	$21,776
2022	$1,549,100	$1,445,008	$2,402,249	$104,092
2021	$905,612	$856,771	$3,172,777	$48,841
2020	$741,938	$789,329	$2,869,362	$-47,391
2019	$1,691,933	$1,549,485	$2,737,964	$142,448
2018	$1,602,781	$1,529,909	$2,235,160	$72,872

National Assoc of Government Defined Contribution Administrators Inc