ARKANSAS RETIRED TEACHERS ASSOCIATION (EIN 510142422) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

DONNA MOREY

Phone

5013752958

Tax Period

2022-07-01 to 2023-06-30

ARKANSAS RETIRED TEACHERS ASSOCIATION, founded in 1996, is a small nonprofit that reported $294K in total revenue in fiscal year 2018. The organization ran a surplus of $73K, a strong 25% operating margin.

Mission

THE MISSION OF THE ORGANIZATION IS TO ASSIST ARKANSAS RETIRED TEACHERS IN KEEPING ABREAST AND INFORMED OF EVENTS, HAPPENINGS AND LEGISLATION THAT WILL EFFECT THEIR LIVES AND THEIR RETIREMENT. TO HELP RETIREES TO HAVE THE BEST RETIREMENT POSSIBLE FROM THEIR YEARS OF SERVICE TO THE EDUCATION SYSTEM AND THE STUDENTS OF ARKANSAS. THE ASSOCIATION'S QUARTERLY NEWSLETTER PROVIDES THE MEMBERS AND RETIREES CURRENT INFORMATION REGARDING ACTIVITIES AND NEWS THAT SHOULD BE INFORMATIVE TO THE MEMBERSHIP.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $201,313

Program Service Revenue $6,050

Investment Income $23,895

Other Revenue $32,601

TOTAL REVENUE $263,859

Expense Breakdown

Grants Paid $24,000

Salaries & Benefits $101,815

Fundraising Expenses $0

Program Expenses $93,485

Other Expenses $100,814

TOTAL EXPENSES $226,629

Year-over-Year Comparison

	2022	2021	Change
Revenue	$263,859	$257,494	+0.0%
Expenses	$226,629	$196,194	+0.2%
Net Income	$37,230	$61,300	-0.4%

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

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

$43,444

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANA GLAZE	PRESIDENT	0.00	Officer Director	$0	$0	$0
CATHERINE PENDERGRASS	PRESIDENT ELECT	0.00	Officer Director	$0	$0	$0
MARK GAMMILL	VICE PRESENT	0.00	Officer Director	$0	$0	$0
BOBBY LESTER	BOARD MEMBER	0.00	Director	$0	$0	$0
ANITA BELL	BOARD MEMBER	0.00	Director	$0	$0	$0
JEFF STUBBLEFIELD	BOARD MEMBER	0.00	Director	$0	$0	$0
DANNY KNIGHT	BOARD MEMBER	0.00	Director	$0	$0	$0
JANE WEBB	BOARD MEMBER	0.00	Director	$0	$0	$0
ANDREA ROMO	BOARD MEMBER	0.00	Director	$0	$0	$0
DANNY TOWNSEND	BOARD MEMBER	0.00	Director	$0	$0	$0
MARCIA RAEBURN MCCLAIN	BOARD MEMBER	0.00	Director	$0	$0	$0
BOB THOMPSON	BOARD MEMBER	0.00	Director	$0	$0	$0
BETTY COOK	BOARD MEMBER	0.00	Director	$0	$0	$0
SANDRA BRADBURY	BOARD MEMBER	0.00	Director	$0	$0	$0
CINDY COLE	SECRETARY	0.00	Officer Director	$0	$0	$0
DAVID CAULDWELL	IMMEDIATE PAST PRESIDENT	0.00	Director	$0	$0	$0
DONNA MOREY	EXECUTIVE DIRECTOR	24.00	Officer	$43,444	$0	$43,444

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	No data	No data	No data	No data
2023	$263,859	$226,629	$1,429,588	$37,230
2021	$236,152	$185,042	$1,377,831	$51,110
2020	$261,933	$228,894	$1,327,799	$33,039
2019	$294,236	$220,810	$1,294,780	$73,426

ARKANSAS RETIRED TEACHERS ASSOCIATION