Index Industry Association (EIN 455007478) - 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

2012

Legal Domicile

Principal Officer

Kirsten Wegner

Tax Period

2023-01-01 to 2023-12-31

Index Industry Association, founded in 2012, is a community nonprofit in the Community Improvement sector that reported $1.4M in total revenue in fiscal year 2023.

Mission

The purpose of the IIA is to represent the global index industry by working with the market participants, regulators, and other representative bodies to promote sound practices in the index industry that strengthen markets and serve the needs of investors.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,400,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,400,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,441,182

TOTAL EXPENSES $1,441,182

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,400,000	$1,404,170	0.0%
Expenses	$1,441,182	$1,373,891	+0.0%
Net Income	$-41,182	$30,279	-2.4%

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

$633,803

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rick Redding	CEO	35.00	Officer	$633,803	$0	$633,803
Dave Gedeon	director	5.00	Director	$0	$0	$0
Cathy Clay	director	5.00	Director	$0	$0	$0
Ron Bundy	director	5.00	Director	$0	$0	$0
Baer Pettit	director	5.00	Director	$0	$0	$0
Dan Draper	director	5.00	Director	$0	$0	$0
Arne Staal	director	5.00	Director	$0	$0	$0
David Barclay	Treasurer	5.00	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
2024	No data	No data	No data	No data
2023	$1,400,000	$1,441,182	$1,675,784	$-41,182
2023	$1,400,000	$1,441,182	$1,675,784	$-41,182
2022	$1,404,170	$1,373,891	$1,692,849	$30,279
2022	$1,404,170	$1,373,891	$1,692,849	$30,279
2021	$1,450,000	$1,250,114	$1,619,208	$199,886
2020	$1,425,000	$1,038,736	$1,463,361	$386,264
2019	$1,250,000	$1,054,541	$1,052,005	$195,459
2018	$1,162,500	$983,266	$858,348	$179,234

Index Industry Association