MISSOURI ASSOCIATION OF PUBLIC EMPLOYEE RETIREMENT (EIN 431503441) - 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

Lori Woratzeck

Phone

5736343861

Tax Period

2025-01-01 to 2025-12-31

MISSOURI ASSOCIATION OF PUBLIC EMPLOYEE RETIREMENT, founded in 1987, is a small nonprofit that reported $218K in total revenue in fiscal year 2025. Expenses of $195K left a modest 10% surplus.

Mission

EDUCATE AND INFORM TRUSTEES OF PUBLIC PENSION PLANS

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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 $97,950

Program Service Revenue $119,550

Investment Income $313

Other Revenue $0

TOTAL REVENUE $217,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,583

Fundraising Expenses $0

Program Expenses $171,602

Other Expenses $166,570

TOTAL EXPENSES $195,153

Year-over-Year Comparison

	2025	2024	Change
Revenue	$217,813	$226,013	0.0%
Expenses	$195,153	$199,018	0.0%
Net Income	$22,660	$26,995	-0.2%

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

N/A

Volunteers

N/A

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

$28,583

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI WORATZECK	Executive Director	20.00	Officer	$14,583	$0	$14,583
KIM DRINKARD	Former Exec Director	20.00	Officer	$14,000	$0	$14,000
CECELIA CARTER	President	1.00	Officer Director	$0	$0	$0
ANDREA BINKLEY	Vice President	1.00	Officer Director	$0	$0	$0
BEN FREDE	SecretaryTreasurer	1.00	Officer Director	$0	$0	$0
JEFF KEMPKER	Voting Board Member	1.00	Director	$0	$0	$0
JASON HOY	Voting Board Member	1.00	Director	$0	$0	$0
MICHAEL RUFF	Voting Board Member	1.00	Director	$0	$0	$0
SCOTT SIMON	Voting Board Member	1.00	Director	$0	$0	$0
BILL GRAYSON	Voting Board Member	1.00	Director	$0	$0	$0
RUSSELL KLEFFNER	Voting Board Member	1.00	Director	$0	$0	$0
ROBERT COLEMAN	Nonvoting Member	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
2025	$217,813	$195,153	$167,933	$22,660
2024	$226,013	$199,018	$145,273	$26,995
2023	$209,287	$208,571	$118,278	$716

MISSOURI ASSOCIATION OF PUBLIC EMPLOYEE RETIREMENT