National Investor Relations Instit… - Form 990 Financial Data

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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

1970

Legal Domicile

Principal Officer

Matthew Brusch

Phone

7035627685

Tax Period

2025-01-01 to 2025-12-31

National Investor Relations Institute, founded in 1970, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2025. Expenses of $3.5M left a modest 7% surplus.

Mission

Advance and elevate the professional practice of investor relations.

Program Service Accomplishments

Program 1

National Investor Relations Institute (NIRI) Annual Conference - The largest gathering of the investor relations community in the world, delivering actionable takeaways, critical insights from...

National Investor Relations Institute (NIRI) Annual Conference - The largest gathering of the investor relations community in the world, delivering actionable takeaways, critical insights from leading industry professionals, opportunities to address unique challenges and discover solutions.

Program 2

Senior Roundtable - Formed in 1994 to respond to the needs of NIRI's more senior-level investor relations officers (IRO's) and provide a forum to support and recognize their experience.

Program 3

Fundamentals of Investor Relations (IR) - Comprehensive investor relations seminar offering a structured overview of all aspects of investor relations including marketing, communications and finance.

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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 $185,272

Program Service Revenue $3,467,439

Investment Income $96,156

Other Revenue $0

TOTAL REVENUE $3,748,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,756,834

Fundraising Expenses $0

Other Expenses $1,734,703

TOTAL EXPENSES $3,491,537

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,748,867	$3,865,165	0.0%
Expenses	$3,491,537	$3,573,605	0.0%
Net Income	$257,330	$291,560	-0.1%

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

250

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

$564,530

Total Directors

$372,961

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Matthew Brusch	President/CEO	37.50	Officer Director	$349,350	$23,611	$372,961
Alexandra Deignan	Chair	2.00	Officer Director	$0	$0	$0
Remy Bernarda	Chair Elect	2.00	Officer Director	$0	$0	$0
John Moten	Immediate past Chair	2.00	Officer Director	$0	$0	$0
Andy Detiler	Associate Member	1.00	Director	$0	$0	$0
Christina Kmetko	Director	1.00	Director	$0	$0	$0
Clay Bilby	Director	1.00	Director	$0	$0	$0
Deborah Belevan	Director	1.00	Director	$0	$0	$0
Heather Kos	Director	1.00	Director	$0	$0	$0
Kim Pinyopusarerk	Director	1.00	Director	$0	$0	$0
Kimberly Esterkin	Director	1.00	Director	$0	$0	$0
Lisa Caterelli	Director	1.00	Director	$0	$0	$0
Lisa Hartman	Director	1.00	Director	$0	$0	$0
Mark Kinarney	Director	1.00	Director	$0	$0	$0
Mike Steele	Director	1.00	Director	$0	$0	$0
Mitch Haws	Director	1.00	Director	$0	$0	$0
Rob Williams	Director	1.00	Director	$0	$0	$0
Shelly Hubbard	Director	1.00	Director	$0	$0	$0
Tim Sedabres	Director	1.00	Director	$0	$0	$0
Staci Scott	SVP, Finance & Administration	37.50	Officer	$164,931	$26,638	$191,569
Iman Hannon	Chief Credentialing & Governance Officer	37.50	Highest	$142,489	$40,551	$183,040
Shannon Potter	SVP, Programs	37.50	Highest	$128,190	$33,568	$161,758
Tim Fest	VP, Membership & Marketing	37.50	Highest	$134,247	$5,036	$139,283
Robin Kite	VP, Chapter Services	37.50	Highest	$100,902	$28,556	$129,458

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	$3,748,867	$3,491,537	$5,257,891	$257,330
2024	$3,865,165	$3,573,605	$4,749,256	$291,560
2023	$3,971,065	$3,847,342	$4,688,082	$123,723
2022	$3,935,239	$3,972,970	$4,305,242	$-37,731
2021	$2,933,460	$3,328,967	$4,738,435	$-395,507
2020	$2,799,943	$3,593,838	$5,775,305	$-793,895
2019	$4,194,721	$4,914,773	$6,674,216	$-720,052
2018	$4,421,431	$4,664,763	$6,957,485	$-243,332

National Investor Relations Institute