VIRGINIA RETAIL MERCHANTS ASSOC INC (EIN 540354677) - 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

1905

Legal Domicile

Principal Officer

LAURIE ALDRICH

Phone

8046490789

Tax Period

2020-08-01 to 2021-07-31

VIRGINIA RETAIL MERCHANTS ASSOC INC, founded in 1905, is a small nonprofit that reported $211K in total revenue in fiscal year 2017. Revenue decreased 12% compared to the prior year. Expenses of $194K left a modest 8% surplus.

Mission

THE ASSOCIATION PROVIDES INFORMATION ON LEGISLATIVE, EDUCATION INFORMATION, AND PERTINENT DATA TO EDUCATE ITS MEMBERS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $22,133

Program Service Revenue $0

Investment Income $0

Other Revenue $5,670

TOTAL REVENUE $27,803

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,668

Other Expenses $48,668

TOTAL EXPENSES $48,668

Year-over-Year Comparison

	2020	2019	Change
Revenue	$27,803	$150,803	-0.8%
Expenses	$48,668	$177,610	-0.7%
Net Income	$-20,865	$-26,807	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE PETERSON ALDRICH	EXECUTIVE DIRECTOR	40.00	Director	$0	$0	$0
SARAH PITKIN	PRESIDENT & TRESURER	2.00	Officer Director	$0	$0	$0
TOM BURCH	SECRETARY	2.00	Officer Director	$0	$0	$0
BILL DOWNER	BOARD MEMBER	1.00	Director	$0	$0	$0
BUDDY JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
RICH JANTE	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL PLOTKIN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
RANDY SPARKS	BOARD MEMBER	1.00	Director	$0	$0	$0
JERRY TATUM	BOARD 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
2021	$27,803	$48,668	No data	$-20,865
2020	$150,803	$177,610	$46,449	$-26,807
2019	$172,844	$207,712	$123,766	$-34,868
2018	$211,104	$194,064	$186,295	$17,040

VIRGINIA RETAIL MERCHANTS ASSOC INC