ARLINGTON, VA
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)INDIVIDUAL RETIREMENT RIGHTS ASSOCIATION, founded in 2021, is a small nonprofit that reported $295K in total revenue in fiscal year 2022. Revenue fell 54% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $84K, a strong 29% operating margin.
TO PROMOTE SOCIAL WELFARE WITHIN THE MEANING OF SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, INCLUDING BUT NOT LIMITED TO PROTECTING THE RETIREMENT SECURITY OF THE AMERICAN PUBLIC THROUGH EDUCATION AND ADVOCACY RELATED TO INDIVIDUAL RETIREMENT ACCOUNTS AND OTHER TAX-EXEMPT PERSONAL SAVINGS VEHICLES. IRRA INITIALLY ADVOCATED AND LOBBIED AT THE FEDERAL LEVEL FOR LEGISLATION SUPPORTING OWNERS AND PROVIDERS OF ALTERNATIVE INVESTMENT VEHICLES.
ADVOCACY AND LOBBYING - SINCE THE ASSOCIATION ONLY BEGAN IN SEPTEMBER 2021, ADVOCACY AND LOBBYING WERE THE PRIMARY PROGRAMS IN 2021. LOBBYING EFFORTS WERE DIRECTED AT KEY PROVISIONS IN THE BUILD BACK...
ADVOCACY AND LOBBYING - SINCE THE ASSOCIATION ONLY BEGAN IN SEPTEMBER 2021, ADVOCACY AND LOBBYING WERE THE PRIMARY PROGRAMS IN 2021. LOBBYING EFFORTS WERE DIRECTED AT KEY PROVISIONS IN THE BUILD BACK BETTER LEGISLATION TO ENSURE ALTERNATIVE INVESTMENTS WERE NOT NEGATIVELY IMPACTED BY THE LEGISLATION.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2022 | 2021 | Change | |
|---|---|---|---|
| Revenue | $295,010 | $637,000 | -0.5% |
| Expenses | $210,904 | $731,172 | -0.7% |
| Net Income | $84,106 | $-94,172 | -1.9% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JASON HELQUIST | CHAIRMAN | 0.15 |
Officer
Director
|
$0 | $0 | $0 |
| GARY HIRSCH | BOARD MEMBER | 0.15 |
Director
|
$0 | $0 | $0 |
| ANTHONY CIMINO | BOARD MEMBER | 0.15 |
Director
|
$0 | $0 | $0 |
| DANIEL GLEICH | BOARD MEMBER | 0.15 |
Director
|
$0 | $0 | $0 |
| BRAD SCAFE | BOARD MEMBER | 0.15 |
Director
|
$0 | $0 | $0 |
| ADAM BERGMAN | BOARD MEMBER | 0.15 |
Director
|
$0 | $0 | $0 |
| MAT SORENSEN | BOARD MEMBER | 0.15 |
Director
|
$0 | $0 | $0 |
| HOWARD KAPLAN | PRESIDENT | 0.75 |
Officer
|
$18,000 | $0 | $18,000 |
| JOANNE DUNNE | TREASURER AND SECRETARY | 2.50 |
Officer
|
$52,878 | $0 | $52,878 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2022 | $295,010 | $210,904 | $66,870 | $84,106 |
| 2021 | $637,000 | $731,172 | $216,686 | $-94,172 |
| 2021 | $637,000 | $731,172 | $216,686 | $-94,172 |
Compare INDIVIDUAL RETIREMENT RIGHTS ASSOCIATION with other nonprofits in Virginia and across the country.