THE ERISA INDUSTRY COMMITTEE (EIN 521077961) - 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

1976

Legal Domicile

Principal Officer

JAMES GELFAND

Phone

2027891400

Tax Period

2023-01-01 to 2023-12-31

THE ERISA INDUSTRY COMMITTEE, founded in 1976, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $3.8M left a modest 9% surplus.

Mission

SEE PART III, LINE 1

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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 $820,934

Program Service Revenue $3,325,850

Investment Income $25,029

Other Revenue $38,532

TOTAL REVENUE $4,210,345

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,502,404

Fundraising Expenses $0

Other Expenses $1,318,494

TOTAL EXPENSES $3,820,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,210,345	$3,285,326	+0.3%
Expenses	$3,820,898	$3,338,441	+0.1%
Net Income	$389,447	$-53,115	-8.3%

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

$1,025,925

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE PITRA	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JOHN HICKEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JENI CHIH	SECRETARY	1.00	Officer Director	$0	$0	$0
ALAN SEFCIK	TREASURER	1.00	Officer Director	$0	$0	$0
JULIANNE GALLOWAY	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN COVERT	DIRECTOR	1.00	Director	$0	$0	$0
JUDY FENNIMORE	DIRECTOR	1.00	Director	$0	$0	$0
GARRETT FENTON	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN FLEMING	DIRECTOR	1.00	Director	$0	$0	$0
GORDON HARMAN	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM JOHNSEN	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY MARCHAND	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA MCNAMARA	DIRECTOR	1.00	Director	$0	$0	$0
PAM PRICE	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA RADOVICH	DIRECTOR	1.00	Director	$0	$0	$0
BOB SHEPLER	DIRECTOR	1.00	Director	$0	$0	$0
ERIK SOSSA	DIRECTOR	1.00	Director	$0	$0	$0
ADAM STAVISKY	DIRECTOR	1.00	Director	$0	$0	$0
WHITNEY VANMETER	DIRECTOR	1.00	Director	$0	$0	$0
CLARE VERPLANK	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WEINMAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WISE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES GELFAND	PRESIDENT & CEO	40.00	Officer	$571,313	$43,500	$614,813
ANNETTE GUARISCO FILDES	COUNSELOR TO THE PRESIDENT & CEO	40.00	Officer	$358,750	$52,362	$411,112
ANDREW BANDUCCI	SVP, RETIREMENT & COMPENSATION POLICY	40.00	Highest	$296,170	$54,578	$350,748
MELISSA BARTLETT	SVP, HEALTH POLICY	40.00	Highest	$268,427	$17,532	$285,959
KATHLEEN CARR-SMITH	CHIEF OPERATING OFFICER	40.00	Highest	$218,958	$43,299	$262,257
DILLON CLAIR	DIR.STATE ADVOCACY & LITIGATION	40.00	Highest	$123,208	$18,806	$142,014

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	$4,210,345	$3,820,898	$3,967,857	$389,447
2022	$3,285,326	$3,338,441	$3,704,153	$-53,115
2021	$3,335,644	$3,194,197	$2,680,457	$141,447
2020	$3,258,387	$3,183,134	$2,696,544	$75,253
2019	$3,849,697	$3,657,505	$3,110,589	$192,192
2018	$3,298,993	$3,055,331	$3,220,601	$243,662

THE ERISA INDUSTRY COMMITTEE