Civic Intelligence

Retirement Industry Trust Association

EIN 90-0497749 • 501(c)6 • Oak Brook, IL

Profile

1) provide a forum for the developement 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.

2001 Spring Road 700Oak Brook, IL 60523

www.ritausa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.09x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

48th percentile

0.04x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2022

Net Margin

43rd percentile

1.2%

Higher net margin than 43% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

20th percentile

-9.4%

Faster asset growth than 20% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$293,308

Up $41,352 (+16%) from 2023

Liabilities

Down

$9,311

Down $17,434 (-65%) from 2023

Net Assets

Up

$283,997

Up $58,786 (+26%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin43rd percentile

Revenue

Up

$651,603

Up $28,688 (+4.6%) from 2023

Expenses

Down

$592,817

Down $22,605 (-3.7%) from 2023

Net Income

Up

$58,786

Up $51,293 (+685%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2020: $250,779Liabilities 2020: $0Net Assets 2020: $250,7792020Assets 2021: $263,111Liabilities 2021: $54,755Net Assets 2021: $208,3562021Assets 2022: $238,489Liabilities 2022: $20,771Net Assets 2022: $217,7182022Assets 2023: $251,956Liabilities 2023: $26,745Net Assets 2023: $225,2112023Assets 2024: $293,308Liabilities 2024: $9,311Net Assets 2024: $283,9972024

Highlighted filing

2024

Assets$293,308
Liabilities$9,311
Net Assets$283,997
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2020: $389,725Expenses 2020: $404,142Net Income 2020: -$14,4172020Revenue 2021: $485,556Expenses 2021: $528,426Net Income 2021: -$42,8702021Revenue 2022: $574,333Expenses 2022: $567,371Net Income 2022: $6,9622022Revenue 2023: $622,915Expenses 2023: $615,422Net Income 2023: $7,4932023Revenue 2024: $651,603Expenses 2024: $592,817Net Income 2024: $58,7862024

Highlighted filing

2024

Revenue$651,603
Expenses$592,817
Net Income$58,786
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$293,308
Liabilities
$9,311
Net assets
$283,997
Revenue
$651,603
Expenses
$592,817
Net income
$58,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.09$2.84$6.52$5.93$0.59
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.27$2.25$6.23$6.15$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.21$2.18$5.74$5.67$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.55$2.08$4.86$5.28$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$3.90$4.04$0.14
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 28, 2023
Return Version
2022v5.0
Gross Receipts
$574,333
Mission and Program Overview

Mission

1) provide a forum for the developement 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.

A professional trade association supporting the self-directed retirement plan administration industry by focusing on promoting individual and group retirement plans through targeted legislative efforts and regulatory concerns.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$208,356$217,718▲ $9,362
Cash and Non-Interest-Bearing Accounts$206,304$213,635▲ $7,331
Accounts Receivable$56,807$24,854▼ $31,953
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$263,111$238,489▼ $24,622
Liabilities
Accounts Payable and Accrued Expenses$34,755$19,801▼ $14,954
Deferred Revenue$20,000$970▼ $19,030
Total Liabilities$54,755$20,771▼ $33,984
Net Assets / Fund Balance
Total Net Assets Fund Balance$208,356$217,718▲ $9,362
Total Liabilities and Net Assets / Fund Balance$263,111$238,489▼ $24,622
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary MohrExecutive DirectorFT$155,004$45,160$200,164

Board Members and Trustees

NameTitle
Barbara Van ZomerenPresident
Bill HumphreyDirector
Elizabeth CurtisDirector
Jerry LuegerDirector
Kaaren HallDirector
Scott SchwartzDirector
Tamara WendollDirector
Jeff WorleySecretary
John PeruginiTreasurer
Kelli ClickVP & Membership

Highest Paid Contractors

ContractorServicesLocationCompensation
Mary MohrExecutive Director4251 PASADENA CIRCLE, Sarasota, FL 34233$194,004
Revenue and Support

Revenue Composition

Contributions and Grants
$369,500
Program Service Revenue
$204,833
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$6,962
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$567,371
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$279,552
Fees for Services Legal---$93,250
Fees for Services Other---$53,908
Information Technology---$6,897
Fees for Services Lobbying---$6,750
Travel---$5,098
Office Expenses---$4,034
Other Expenses---$470
Total Functional Expenses$0$0$0$567,371
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$6,750
Total Nondeductible Lobbying and Political Cost$6,750
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Rita has contracted mary mohr (an independent contractor) to perform the functions of the executive director for the association.”

Form 990, Part VI, Section A, Line 6

“The organization has members who are banks and trust companies as well as service members who provide services to the other members.”

Form 990, Part VI, Section A, Line 7A

“The regular members vote to elect the board of directors every 2 years.”

Form 990, Part VI, Section B, Line 11B

“The completed 990 is sent to the board members prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The board of directors complete the conflict of interest form annually. The forms are reviewed by the executive director, an independent contractor. Any significant issues are brought forward to the full board to review.”

Form 990, Part VI, Section B, Line 15A

“The board of directors annually review the compensation for the executive director, an independent contractor, with comparability data and substantiates the deliberation and decision. There were no other paid officers or key employees during 2022.”

Form 990, Part VI, Section C, Line 18

“The form 990 is made available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The association's governing documents, conflict of interest policy and financial statements are made available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Retirement Industry Trust Association
EIN
90-0497749
Phone
6303685600
Address
2001 SPRING ROAD 700, OAK BROOK, IL 60523

Signing Officer

Name
Mary Mohr
Title
Executive Director
Phone
6303685600
Signed
2023-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Mohr
Formed
1987
Legal Domicile
Co
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Pkf Mueller Llp
Address
1707 N RANDALL ROAD, ELGIN, IL 60123
Preparer
Eleanor a Livingston CPA Mst
Phone
8478888600
Raw XML Appendix370 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt034755
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019801
IRS990/AccountsReceivableGrp/BOYAmt056807
IRS990/AccountsReceivableGrp/EOYAmt024854
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A PROFESSIONAL TRADE ASSOCIATION SUPPORTING THE SELF-DIRECTED RETIREMENT PLAN ADMINISTRATION INDUSTRY BY FOCUSING ON PROMOTING INDIVIDUAL AND GROUP RETIREMENT PLANS THROUGH TARGETED LEGISLATIVE EFFORTS AND REGULATORY CONCERNS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
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IRS990/BooksInCareOfDetail/PhoneNum06303685600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02001 SPRING ROAD SUITE 700
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAK BROOK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060523
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IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0206304
IRS990/CashNonInterestBearingGrp/EOYAmt0213635
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd034233
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IRS990/ContractorCompensationGrp/ServicesDesc0EXECUTIVE DIRECTOR
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IRS990/CYTotalRevenueAmt0574333
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IRS990/DeferredRevenueGrp/EOYAmt0970
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0ONE IN-PERSON AND ONE VIRTUAL CONFERENCE WERE HELD THIS YEAR TO DISCUSS CURRENT INDUSTRY ISSUES INVOLVING LEGISLATIVE AND REGULATORY TOPICS. TWO IRA INSTITUTES WERE HELD VIA ZOOM TO EDUCATE INDUSTRY WORKERS. MEMBER MEETINGS AND WEBINARS ARE HELD VIA ZOOM AS NEEDED TO DISCUSS INDUSTRY TOPICS.
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IRS990/EmployeeCnt00
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IRS990/FederalGrantAuditRequiredInd00
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IRS990/FeesForServicesLobbyingGrp/TotalAmt06750
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IRS990/FeesForServicesOtherGrp/TotalAmt053908
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IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt105160
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IRS990/Form990PartVIISectionAGrp/PersonNm4KAAREN HALL
IRS990/Form990PartVIISectionAGrp/PersonNm5BARBARA VAN ZOMEREN
IRS990/Form990PartVIISectionAGrp/PersonNm6BILL HUMPHREY
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IRS990/Form990PartVIISectionAGrp/PersonNm9TAMARA WENDOLL
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VP & MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
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IRS990/FSAuditedInd00
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc01) PROVIDE A FORUM FOR THE DEVELOPEMENT 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0217718
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc1TAXES & LICENSES
IRS990/OtherExpensesGrp/Desc2SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
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IRS990/OtherInd0X
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0204833
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalExpensesAmt0528426
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0485556
IRS990/ReconcilationRevenueExpnssAmt06962
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0208356
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0217718
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0371500
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt06750
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt06750
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt06750
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0155004
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount040000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt05160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARY MOHR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0200164
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RITA HAS CONTRACTED MARY MOHR (AN INDEPENDENT CONTRACTOR) TO PERFORM THE FUNCTIONS OF THE EXECUTIVE DIRECTOR FOR THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS WHO ARE BANKS AND TRUST COMPANIES AS WELL AS SERVICE MEMBERS WHO PROVIDE SERVICES TO THE OTHER MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE REGULAR MEMBERS VOTE TO ELECT THE BOARD OF DIRECTORS EVERY 2 YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPLETED 990 IS SENT TO THE BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS COMPLETE THE CONFLICT OF INTEREST FORM ANNUALLY. THE FORMS ARE REVIEWED BY THE EXECUTIVE DIRECTOR, AN INDEPENDENT CONTRACTOR. ANY SIGNIFICANT ISSUES ARE BROUGHT FORWARD TO THE FULL BOARD TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS ANNUALLY REVIEW THE COMPENSATION FOR THE EXECUTIVE DIRECTOR, AN INDEPENDENT CONTRACTOR, WITH COMPARABILITY DATA AND SUBSTANTIATES THE DELIBERATION AND DECISION. THERE WERE NO OTHER PAID OFFICERS OR KEY EMPLOYEES DURING 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FORM 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0263111
IRS990/TotalAssetsEOYAmt0238489
IRS990/TotalAssetsGrp/BOYAmt0263111
IRS990/TotalAssetsGrp/EOYAmt0238489
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0369500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0567371
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt054755
IRS990/TotalLiabilitiesEOYAmt020771
IRS990/TotalLiabilitiesGrp/BOYAmt054755
IRS990/TotalLiabilitiesGrp/EOYAmt020771
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0208356
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0217718
IRS990/TotalOtherCompensationAmt05160
IRS990/TotalProgramServiceRevenueAmt0204833
IRS990/TotalReportableCompFromOrgAmt0195004
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0204833
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0574333
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0263111
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0238489
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt05098
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/USAddress/AddressLine1Txt02001 SPRING ROAD 700
IRS990/USAddress/CityNm0OAK BROOK
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060523
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.RITAUSA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY MOHR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06303685600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETIREMENT INDUSTRY TRUST ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0RETI
ReturnHeader/Filer/EIN0900497749
ReturnHeader/Filer/PhoneNum06303685600
ReturnHeader/Filer/USAddress/AddressLine1Txt02001 SPRING ROAD 700
ReturnHeader/Filer/USAddress/CityNm0OAK BROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060523
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362658780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF MUELLER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01707 N RANDALL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELGIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060123
ReturnHeader/PreparerPersonGrp/PhoneNum08478888600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELEANOR A LIVINGSTON CPA MST
ReturnHeader/ReturnTs02023-08-29T16:19:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOHR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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