NATIONAL ASSOCIATION OF STATE RETIREMENT ADMINISTRATORS (EIN 630734788) - 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

1955

Legal Domicile

Principal Officer

DANA BILYEU

Phone

2026248462

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF STATE RETIREMENT ADMINISTRATORS, founded in 1955, is a community nonprofit in the Public & Societal Benefit sector that reported $2.3M in total revenue in fiscal year 2024. Expenses of $2.2M left a modest 4% surplus.

Mission

TO EDUCATE STATE RETIREMENT ADMINISTRATORS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,279,928

Program Service Revenue $840,010

Investment Income $90,552

Other Revenue $48,648

TOTAL REVENUE $2,259,138

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,203,247

Fundraising Expenses $0

Program Expenses $577,938

Other Expenses $965,278

TOTAL EXPENSES $2,168,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,259,138	$2,143,525	+0.1%
Expenses	$2,168,525	$2,019,116	+0.1%
Net Income	$90,613	$124,409	-0.3%

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

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

$281,055

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN ANDERSON	PRESIDENT	8.00	Officer Director	$0	$0	$0
TRISH BISHOP	IMMEDIATE PAST PRESIDENT	6.00	Officer Director	$0	$0	$0
BRIAN GUTHRIE	PRESIDENT-ELECT	6.00	Officer Director	$0	$0	$0
KAREN CARRAHER	FIRST VICE PRESIDENT	6.00	Officer Director	$0	$0	$0
ERIN LEONARD	SECOND VICE PRESIDENT	4.00	Director	$0	$0	$0
TOM LEE	REGION I VICE PRESIDENT	4.00	Director	$0	$0	$0
JEFF FLECK	REGION II VICE PRESIDENT	4.00	Director	$0	$0	$0
KERRIE V BOSCH	REGION III VICE PRESIDENT	4.00	Director	$0	$0	$0
ROBYN SMITH	REGION IV VICE PRESIDENT	4.00	Director	$0	$0	$0
TRACY GUERIN	REGION V VICE PRESIDENT	4.00	Director	$0	$0	$0
AKIO TAGAWA	CHAIR ADVISORY COMMITTEE	4.00	Director	$0	$0	$0
TIM MCCLURE	ASSOCIATE ADVISORY COMMITT	4.00	Director	$0	$0	$0
LARRY LANGER	ASSOCIATE ADVISORY COMMITT	4.00	Director	$0	$0	$0
FRANK SPOSATO	ASSOCIATE ADVISORY COMMITT	4.00	Director	$0	$0	$0
JULIE SKEDD	ASSOCIATE ADVISORY COMMITT	4.00	Director	$0	$0	$0
LESLEY NETTLES	ASSOCIATE ADVISORY COMMITT	4.00	Director	$0	$0	$0
SHAUNA HEWITT	ASSOCIATE ADVISORY COMMITT	4.00	Director	$0	$0	$0
JOE NEWTON	ASSOCIATE ADVISORY COMMITT	4.00	Director	$0	$0	$0
BOB KLAUSNER	ASSOCIATE ADVISORY COMMITT	4.00	Director	$0	$0	$0
DANA BILYEU	EXECUTIVE DIRECTOR	40.00	Officer	$244,396	$36,659	$281,055
KEITH BRAINARD	DIRECTOR OF RESEARCH	40.00	Highest	$244,332	$36,650	$280,982
JEANNINE M RAYMOND	DIRECTOR OF FEDERAL RELATI	40.00	Highest	$265,654	$39,848	$305,502
ALEX BROWN	RESEARCH MANAGER	40.00	Highest	$155,000	$23,250	$178,250

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	$2,259,138	$2,168,525	$2,109,835	$90,613
2023	$2,143,525	$2,019,116	$2,117,746	$124,409
2022	$1,865,242	$1,881,061	$1,794,768	$-15,819
2021	$1,195,173	$1,212,224	$1,715,202	$-17,051
2020	$1,327,106	$1,437,477	$2,037,631	$-110,371
2019	$1,894,368	$1,716,476	$2,076,470	$177,892
2018	$1,907,904	$1,746,775	$1,702,521	$161,129

NATIONAL ASSOCIATION OF STATE RETIREMENT ADMINISTRATORS