RETIREMENT INDUSTRY TRUST ASSOCIAT… - 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

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

1) PROVIDE A FORUM FOR THE DEVELOPMENT OF INDUSTRY INITIATIVES TO BE PUT FORWARD TO REGULATORS AND INDUSTRY-RELATED GOVERNMENT AGENCIES. RITA MONITORS REGULATORY CHANGES AND LEGISLATIVE ISSUES THAT AFFECT RETIREMENT SAVINGS BY AMERICANS.2) TO PROMOTE THE NEED FOR FURTHER DIVERSIFICATION OF RETIREMENT SERVICES ACCOUNTS THROUGH THE USE OF ALTERNATIVE INVESTMENTS;3) TO HELP DEFINE PRODUCTS, SERVICES, AND LAWS THAT WILL ENHANCE RITA MEMBERS AND INVESTORS AND RETIREMENT SAVERS' OPPORTUNITIES.4) DEVELOP AND PROVIDE PUBLIC AND INTERNAL EDUCATIONAL AND INFORMATIONAL MATERIAL AND "BEST PRACTICES" FOR OUR MEMBERS, THE AMERICAN PUBLIC AND OTHER INTERESTED PARTIES;5) ENCOURAGE THE DELIVERY OF THE HIGHEST QUALITY SERVICES IN OUR INDUSTRY BY OUR MEMBERS; AND PROMOTE THE VIRTUES OF RITA MEMBERS' SERVICES THROUGH PUBLIC RELATIONS, INTERNET EXPOSURE, LOBBYING AND PARTICIPATION IN THE LAW AND RULE-MAKING PROCESSES WITHIN THE GOVERNMENT.

Program Service Accomplishments

Program 1

RITA HOSTS TWO CONFERENCES EACH YEAR IN WHICH INDUSTRY PROFESSIONALS DELIVER PRESENTATIONS ON INDUSTRY TOPICS OF INTEREST TO THE ATTENDEES. THESE INCLUDE NEW AND CHANGED REGULATIONS AND GOVERNMENT...

RITA HOSTS TWO CONFERENCES EACH YEAR IN WHICH INDUSTRY PROFESSIONALS DELIVER PRESENTATIONS ON INDUSTRY TOPICS OF INTEREST TO THE ATTENDEES. THESE INCLUDE NEW AND CHANGED REGULATIONS AND GOVERNMENT INITIATIVES WITHIN THE RETIREMENT INDUSTRY.

Program 2

RITA CONDUCTS TWO EDUCATIONAL PROGRAMS EACH YEAR FOR INDUSTRY EMPLOYEES FROM VARIOUS ADMINISTRATIVE FIRMS INCLUDING TRUST COMPANIES, BANKS AND THIRD PARTY ADMINISTRATORS. IT IS A 5 DAY VIRTUAL...

RITA CONDUCTS TWO EDUCATIONAL PROGRAMS EACH YEAR FOR INDUSTRY EMPLOYEES FROM VARIOUS ADMINISTRATIVE FIRMS INCLUDING TRUST COMPANIES, BANKS AND THIRD PARTY ADMINISTRATORS. IT IS A 5 DAY VIRTUAL TRAINING.

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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