National Investor Relations Institute (EIN 541758790) - 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

1970

Legal Domicile

Principal Officer

Matthew Brusch

Phone

7035627685

Tax Period

2024-01-01 to 2024-12-31

NATIONAL INVESTOR RELATIONS INSTITUTE, founded in 1970, is a community nonprofit that reported $4.4M in total revenue in fiscal year 2018. Revenue decreased 15% compared to the prior year.

Mission

Advance and elevate the professional practice of investor relations.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,672,820

Investment Income $113,811

Other Revenue $78,534

TOTAL REVENUE $3,865,165

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,696,886

Fundraising Expenses $0

Other Expenses $1,876,719

TOTAL EXPENSES $3,573,605

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,865,165	$3,971,065	0.0%
Expenses	$3,573,605	$3,847,342	-0.1%
Net Income	$291,560	$123,723	+1.4%

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

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

$551,336

Total Directors

$372,031

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Moten	Board Chair	2.00	Officer Director	$0	$0	$0
Alexandra Deignan	Chair Elect	1.00	Officer Director	$0	$0	$0
Katie Royce	Immediate Past Chair	2.00	Officer Director	$0	$0	$0
Remy Bernarda	Director	1.00	Director	$0	$0	$0
Clayton Bilby	Director	1.00	Director	$0	$0	$0
Lisa Caperelli	Director	1.00	Director	$0	$0	$0
Andy Detwiler	Associate Member	1.00	Director	$0	$0	$0
Kimberly Esterkin	Director	1.00	Director	$0	$0	$0
Lisa Hartman	Director	1.00	Director	$0	$0	$0
Shelly Hubbard	Director	1.00	Director	$0	$0	$0
Heather Kos	Director	1.00	Director	$0	$0	$0
Rajesh Mehan	Director	1.00	Director	$0	$0	$0
Kim Pinyopusarerk	Director	1.00	Director	$0	$0	$0
Lisa Rose	Director	2.00	Director	$0	$0	$0
Timothy Sedabres	Director	1.00	Director	$0	$0	$0
Michael Steele	Director	1.00	Director	$0	$0	$0
Cherryl Valenzuela	Director	1.00	Director	$0	$0	$0
Robert Williams	Director	2.00	Director	$0	$0	$0
Matt Brusch	President/CEO	37.50	Officer Director	$349,350	$22,681	$372,031
Staci Scott	SVP, Finance & Administration	37.50	Officer	$154,550	$24,755	$179,305
Steven Doran	SVP, Membership & Marketin	37.50	Highest	$148,000	$25,769	$173,769
Iman Hannon	Chief Credentialing & Governance Officer	37.50	Highest	$133,563	$36,178	$169,741
Shannon Potter	SVP, Programs	37.50	Highest	$117,544	$31,119	$148,663

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	$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