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RETIREMENT INDUSTRY TRUST ASSOCIATION

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Public IRS 990 nonprofit record

RETIREMENT INDUSTRY TRUST ASSOCIATION

EIN 90-0497749

What they do

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.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders11 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$94.06spent for every $100 of revenueRevenue covered expenses this year.
$0.56in assets for every $1 spent this yearSome assets cannot be spent right away.
60.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $242,823 for MARY MOHR (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$731,092
Expenses$687,629
Annual surplus $43,463 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$731,092
Expenses$687,629
Assets$388,100
Contributions$441,416
Accounting fees$14,276
People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
MARY MOHREXECUTIVE DIRECTOR · 45 hrs/week $242,823Base $236,111 · Other $6,712

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (11)

MARY MOHREXECUTIVE DIRECTOR

BARBARA VAN ZOMERENPRESIDENT

BILL HUMPHREYVP - MEMBERSHIP

BRIAN SELLSSECRETARY

ELIZABETH CURTISDIRECTOR

JEFF WORLEYDIRECTOR

JOHN PERUGINITREASURER

KAAREN HALLDIRECTOR

KELLI CLICKDIRECTOR

SCOTT SCHWARTZDIRECTOR

TAMARA WENDOLLDIRECTOR

About this charity

Location
2001 SPRING ROAD 700, OAK BROOK, IL 60523
County
DuPage
In care of
MARY MOHR
Primary officer
MARY MOHR, EXECUTIVE DIRECTOR

How to reach them

Filing and classification

Latest tax year
2025
Tax period began
January 1, 2025
Return type
990
Tax preparer
CHERRY BEKAERT ADVISORY LLC

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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