RETIREMENT INDUSTRY TRUST ASSOCIATION (EIN 900497749) - 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

1987

Legal Domicile

Principal Officer

MARY MOHR

Phone

6303685600

Tax Period

2025-01-01 to 2025-12-31

RETIREMENT INDUSTRY TRUST ASSOCIATION, founded in 1987, is a small nonprofit that reported $731K in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $688K left a modest 6% surplus.

Mission

TO BE THE LEADING ORGANIZATION IN THE SELF-DIRECTED RETIREMENT PLAN INDUSTRY BY ADVOCATING FOR GROWTH, EDUCATING MEMBERS ON OPERATIONAL GUIDELINES AND COMPLIANCE, AND PROVIDING RESOURCES AND COLLABORATION TO EMPOWER SUCCESS.

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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 $441,416

Program Service Revenue $289,676

Investment Income $0

Other Revenue $0

TOTAL REVENUE $731,092

Expense Breakdown

Grants Paid $0

Salaries & Benefits $242,823

Fundraising Expenses $0

Other Expenses $444,806

TOTAL EXPENSES $687,629

Year-over-Year Comparison

	2025	2024	Change
Revenue	$731,092	$651,603	+0.1%
Expenses	$687,629	$592,817	+0.2%
Net Income	$43,463	$58,786	-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

N/A

Volunteers

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

$242,823

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA VAN ZOMEREN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL HUMPHREY	VP - MEMBERSHIP	1.00	Officer Director	$0	$0	$0
JOHN PERUGINI	TREASURER	1.00	Officer Director	$0	$0	$0
BRIAN SELLS	SECRETARY	1.00	Officer Director	$0	$0	$0
KELLI CLICK	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH CURTIS	DIRECTOR	1.00	Director	$0	$0	$0
KAAREN HALL	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
TAMARA WENDOLL	DIRECTOR	1.00	Director	$0	$0	$0
JEFF WORLEY	DIRECTOR	1.00	Director	$0	$0	$0
MARY MOHR	EXECUTIVE DIRECTOR	45.00	Officer	$236,111	$6,712	$242,823

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	$731,092	$687,629	$388,100	$43,463
2024	$651,603	$592,817	$293,308	$58,786
2023	$622,915	$615,422	$251,956	$7,493
2022	$574,333	$567,371	$238,489	$6,962
2021	$485,556	$528,426	$263,111	$-42,870
2020	$389,725	$404,142	$250,779	$-14,417

RETIREMENT INDUSTRY TRUST ASSOCIATION