NATIONAL INSTITUTE OF PENSION ADMINISTRATORS (EIN 953867553) - 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

1983

Legal Domicile

Principal Officer

BRIAN LANGERMAN

Phone

3126446610

Tax Period

2024-07-01 to 2025-06-30

NATIONAL INSTITUTE OF PENSION ADMINISTRATORS, founded in 1983, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2017. Expenses of $1.3M left a modest 4% surplus.

Mission

IMPROVE THE QUALITY AND EFFICIENCY OF EMPLOYEE BENEFIT PLAN ADMINISTRATION

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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 $0

Program Service Revenue $1,427,162

Investment Income $52,732

Other Revenue $25,796

TOTAL REVENUE $1,505,690

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,578,432

TOTAL EXPENSES $1,578,432

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,505,690	$1,413,190	+0.1%
Expenses	$1,578,432	$1,382,868	+0.1%
Net Income	$-72,742	$30,322	-3.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ILENE FERENCZY	PRESIDENT	1.00	Officer Director	$0	$0	$0
KARYN DZURISIN	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
ANDY LOVELL	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER WINDJUE	CFO	1.00	Officer Director	$0	$0	$0
LARA HISE	DIRECTOR	1.00	Director	$0	$0	$0
MIKE BOURNE	DIRECTOR	1.00	Director	$0	$0	$0
DARREN HOLSEY	DIRECTOR	1.00	Director	$0	$0	$0
LARRY SHOEMAKER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE TERRY	DIRECTOR	1.00	Director	$0	$0	$0
ARASELY VALDEZ	DIRECTOR	1.00	Director	$0	$0	$0
DAWN GENZ	DIRECTOR	1.00	Director	$0	$0	$0
MARK VAUGHN	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE OBRYAN	DIRECTOR	1.00	Director	$0	$0	$0
PARRISH PETTEY	DIRECTOR	1.00	Director	$0	$0	$0
MATT SLYTER	DIRECTOR	1.00	Director	$0	$0	$0
STACEY SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN LANGERMAN	CEO	20.00	Officer	$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	$1,505,690	$1,578,432	$846,839	$-72,742
2024	$1,413,190	$1,382,868	$919,900	$30,322
2023	$1,313,462	$1,470,270	$1,026,414	$-156,808
2022	$1,394,626	$1,473,754	$1,107,071	$-79,128
2021	$1,040,726	$939,482	$1,103,560	$101,244
2020	$818,192	$1,034,082	$1,321,143	$-215,890
2019	$1,387,333	$1,312,725	$1,159,996	$74,608
2018	$1,342,932	$1,288,749	$1,200,123	$54,183

NATIONAL INSTITUTE OF PENSION ADMINISTRATORS