Association of Retirement Organizations in Higher Education (EIN 912157286) - 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

2002

Legal Domicile

Principal Officer

Cherie Hamilton

Phone

8142995283

Tax Period

2025-01-01 to 2025-12-31

Association of Retirement Organizations in Higher Education, founded in 2002, is a small nonprofit in the Education sector that reported $207K in total revenue in fiscal year 2025. Revenue surged 413% from the prior year, signaling strong growth momentum. The organization ran a surplus of $101K, a strong 49% operating margin.

Mission

AROHE fosters the development and sharing of ideas to assist member organizations in achieving their purposes and goals. The Association provides an organizational base to connect with national and international education communities, (continued on Schedule O)

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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 $202,595

Program Service Revenue $0

Investment Income $3,951

Other Revenue $0

TOTAL REVENUE $206,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,997

Fundraising Expenses $4,580

Program Expenses $60,670

Other Expenses $58,755

TOTAL EXPENSES $105,752

Year-over-Year Comparison

	2025	2024	Change
Revenue	$206,546	$40,227	+4.1%
Expenses	$105,752	$66,951	+0.6%
Net Income	$100,794	$-26,724	-4.8%

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

100

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

$41,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Valerie Sutton	Exec Director	20.00	Officer	$41,600	$0	$41,600
Cherie Hamilton	President	5.00	Officer Director	$0	$0	$0
Kim Barnes	Treasurer	5.00	Officer Director	$0	$0	$0
Roger Baldwin	Past President	5.00	Officer Director	$0	$0	$0
Ann Rethefsen	Secretary	5.00	Officer Director	$0	$0	$0
Beryle Baker	Director	2.00	Director	$0	$0	$0
Charles deSantis	Director	2.00	Director	$0	$0	$0
Thomas Hart	Director	2.00	Director	$0	$0	$0
Eric Hockert	Director	2.00	Director	$0	$0	$0
Marty Howard	Director	2.00	Director	$0	$0	$0
Kaye Jeter	Director	2.00	Director	$0	$0	$0
Amy Layton	Director	2.00	Director	$0	$0	$0
Barbara McDade Gordon	Director	2.00	Director	$0	$0	$0
Carol Pope	Director	2.00	Director	$0	$0	$0
Delores Stegelin	Director	2.00	Director	$0	$0	$0
Cary Sweeney	Director	2.00	Director	$0	$0	$0

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	$206,546	$105,752	$208,040	$100,794
2019	$26,382	$94,643	$76,332	$-68,261

Association of Retirement Organizations in Higher Education