Retirement Industry Trust Association
Nonprofit profile at a glance
- EIN
- 900497749
- IRS 990 coverage
- 2020–2025
- Forms available
- Form 990 2025
- Location
- Oak Brook, IL, USA
- Phone
- 6303685600
- Rating confidence
- Limited
Reported finances
- Revenue
- $731,092
- Expenses
- $687,629
- Assets
- $388,100
- Liabilities
- $60,640
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- BARBARA VAN ZOMEREN (PRESIDENT)
- MARY MOHR (EXECUTIVE DIRECTOR)
Highest reported compensation
- MARY MOHR (EXECUTIVE DIRECTOR): $242,823 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2025
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.
Operating model
- Revenue model
- Membership-supported. 60% of the money available for current operations came from membership dues.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 66
- Accountability: 90
- Sustainability: 34
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 6 of 8 controls in place; rating input score 75
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 5.9%; rating input score 47; 47th percentile among comparable filings
- Total-asset coverage ratio: 0.56; rating input score 27; 27th percentile among comparable filings
- Liabilities to assets ratio: 0.16; rating input score 29; 29th percentile among comparable filings
- Officer compensation ratio: 35.3%; rating input score 5; 5th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 11.2% per year; rating input score 100; 65th percentile among comparable filings
- Asset growth: 8% per year; rating input score 100; 48th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 10 of 10 board members independent · 6 of 8 filing controls reported
- Programs: 2 filed program accomplishments
- Leadership: top reported pay $243K · 11 people listed · 1 of 6 pay-setting controls reported
- Highest-paid contractors: 1 contractor listed · $243K reported
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules · includes executive pay
- Filing history: 6 filing years from 2020 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Operating margin scored 47/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Sustainability: Total-asset coverage ratio scored 27/100.
- High — Sustainability: Officer compensation ratio scored 5/100.
- High — Sustainability: Liabilities to assets ratio scored 29/100.