THE RISK MANAGEMENT ASSOCIATION

Address
1801 MARKET STREET NO 300
PHILADELPHIA, PA 191031628
Contact
Website: http://www.rmahq.org
Phone: +1 (215) 446-4023
Nonprofit
NTEE: W03 - Professional Societies, Associations
EIN: 23-0892360

Mission

RMA IS A MEMBER-DRIVEN PROFESSIONAL ASSOCIATION WHOSE SOLE PURPOSE IS TO ADVANCE SOUND RISK PRINCIPLES IN THE FINANCIAL SERVICES INDUSTRY. RMA HELPS OUR MEMBERS USE SOUND RISK PRINCIPLES TO IMPROVE INSTITUTIONAL PERFORMANCE AND FINANCIAL STABILITY, AND ENHANCE THE RISK COMPETENCY OF INDIVIDUALS THROUGH INFORMATION, EDUCATION, PEER SHARING, AND NETWORKING.
 201720162015
Basic features of the organization
Year of formation1921
Subsection501(c)(6)
Organization typeCorporation
Metropolitan statistical area6162
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$3,355,746.00$3,337,130.00$3,262,772.00
Sum of reportable (W2/1099) compensation$3,945,881.00$4,037,694.00$3,819,955.00
Number of employees97106104
Number of people compensated >$100k312125
Number of volunteers100010001000
Number of highly compensated contractors23303
Personnel
Ankrom, Michael
TitleDIRECTOR  
Name of key/compensated personMICHAEL C ANKROM  
Average hours per week working for org2.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Aquaro, Michael
TitleMANAGER  
Name of key/compensated personMICHAEL AQUARO  
Average hours per week working for org40.00  
Reportable compensation from org$138,559.00  
Other comp, non-reportable, from org and related orgs$20,516.00  
PositionHighly compensated employee  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Baier, John
Title MANAGERMANAGER
Name of key/compensated person JOHN P BAIERJOHN P BAIER
Average hours per week working for org 40.0040.00
Reportable compensation from org $152,851.00$196,203.00
Other comp, non-reportable, from org and related orgs $23,516.00$39,674.00
Position Highly compensated employeeHighly compensated employee
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Bjelland, Karen
Title DIRECTORDIRECTOR
Name of key/compensated person KAREN BJELLANDKAREN BJELLAND
Average hours per week working for org 2.002.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Bryant, Matt
TitleDIRECTOR  
Name of key/compensated personMATT BRYANT  
Average hours per week working for org2.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Cfa, Jason
Title DIRECTORDIRECTOR
Name of key/compensated person JASON P STROFS CFAJASON P STROFS CFA
Average hours per week working for org 2.002.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Covington, P
Title DIRECTORDIRECTOR
Name of key/compensated person P EMERY COVINGTONP EMERY COVINGTON
Average hours per week working for org 2.002.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Cowan, Sarah
TitleDIRECTOR  
Name of key/compensated personSARAH AP COWAN  
Average hours per week working for org2.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Crc, J
TitleIMMEDIATE PAST CHAIRCHAIRVICE CHAIR
Name of key/compensated personJ TOL BROOME JR CRCJ TOL BROOME JR CRCJ TOL BROOME JR CRC
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Crc, William
Title MEMBERPRESIDENT & CEO
Name of key/compensated person WILLIAM F GITHENS CRCWILLIAM F GITHENS CRC
Average hours per week working for org 40.0040.00
Reportable compensation from org $773,419.00$742,821.00
Other comp, non-reportable, from org and related orgs $267,378.00$273,697.00
Position Individual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Demarco, Edward
TitleSECRETARYSECRETARYSECRETARY
Name of key/compensated personEDWARD DEMARCOEDWARD DEMARCOEDWARD DEMARCO
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$423,051.00$413,153.00$404,895.00
Other comp, non-reportable, from org and related orgs$146,011.00$129,046.00$130,997.00
PositionOfficerOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Eilert, Daniel
TitleDIRECTOR  
Name of key/compensated personDANIEL J EILERT  
Average hours per week working for org2.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Foster, Laurie
TitleMANAGERMANAGERMANAGER
Name of key/compensated personLAURIE A FOSTERLAURIE A FOSTERLAURIE A FOSTER
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$133,458.00$162,747.00$184,781.00
Other comp, non-reportable, from org and related orgs$43,120.00$32,501.00$34,015.00
PositionHighly compensated employeeHighly compensated employeeHighly compensated employee
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Foster, Nancy
Title IMMEDIATE PAST CHAIRCHAIR
Name of key/compensated person NANCY J FOSTERNANCY J FOSTER
Average hours per week working for org 2.002.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Freeman, Thomas
TitleDIRECTORDIRECTOR 
Name of key/compensated personTHOMAS E FREEMANTHOMAS E FREEMAN 
Average hours per week working for org2.002.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Garritt, Francis
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personFRANCIS GARRITTFRANCIS GARRITTFRANCIS GARRITT
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$179,760.00$160,735.00$149,866.00
Other comp, non-reportable, from org and related orgs$106,816.00$76,035.00$77,184.00
PositionKey employeeKey employeeHighly compensated employee
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Githens, William
TitleCEO/MEMBER  
Name of key/compensated personWILLIAM GITHENS  
Average hours per week working for org40.00  
Reportable compensation from org$818,721.00  
Other comp, non-reportable, from org and related orgs$251,207.00  
PositionIndividual trustee or director, Officer  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Gopal, Rajesh
TitleDIRECTOR  
Name of key/compensated personRAJESH GOPAL  
Average hours per week working for org2.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Harcourt, Jack
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personJACK HARCOURTJACK HARCOURTJACK HARCOURT
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$234,307.00$256,420.00$267,239.00
Other comp, non-reportable, from org and related orgs$61,086.00$66,676.00$66,877.00
PositionKey employeeKey employeeKey employee
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Harton, H
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personH LYNN HARTONH LYNN HARTONH LYNN HARTON
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Holbik, Thomas
TitleMANAGERMANAGER 
Name of key/compensated personTHOMAS HOLBIKTHOMAS HOLBIK 
Average hours per week working for org40.0040.00 
Reportable compensation from org$150,977.00$144,702.00 
Other comp, non-reportable, from org and related orgs$27,463.00$21,987.00 
PositionHighly compensated employeeHighly compensated employee 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Horner, Glenn
TitleDIRECTOR  
Name of key/compensated personGLENN HORNER  
Average hours per week working for org2.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Houston, Helga
TitleCHAIRVICE CHAIRDIRECTOR
Name of key/compensated personHELGA HOUSTONHELGA HOUSTONHELGA HOUSTON
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Karetsos, Spyro
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personSPYRO KARETSOSSPYRO KARETSOSSPYRO KARETSOS
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Loftus, William
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personWILLIAM LOFTUSWILLIAM LOFTUSWILLIAM LOFTUS
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$233,430.00$225,133.00$213,532.00
Other comp, non-reportable, from org and related orgs$93,676.00$90,283.00$79,062.00
PositionKey employeeKey employeeKey employee
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Loughlin, Michael
Title  IMMEDIATE PAST CHAIR
Name of key/compensated person  MICHAEL J LOUGHLIN
Average hours per week working for org  2.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Lusco, C
TitleDIRECTORDIRECTOR 
Name of key/compensated personC MATTHEW LUSCOC MATTHEW LUSCO 
Average hours per week working for org2.002.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Manzetti, Cynthia
Title  DIRECTOR
Name of key/compensated person  CYNTHIA G MANZETTI
Average hours per week working for org  2.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Mattson, Mark
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personMARK D MATTSONMARK D MATTSONMARK D MATTSON
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
McBride, Cynthia
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personCYNTHIA L MCBRIDECYNTHIA L MCBRIDECYNTHIA L MCBRIDE
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$247,852.00$234,973.00$230,480.00
Other comp, non-reportable, from org and related orgs$102,157.00$79,034.00$78,324.00
PositionKey employeeKey employeeKey employee
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
McQuillen, Terrie
Title DIRECTORDIRECTOR
Name of key/compensated person TERRIE L MCQUILLENTERRIE L MCQUILLEN
Average hours per week working for org 2.002.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
McShay, Frank
Title DIRECTORDIRECTOR
Name of key/compensated person FRANK MCSHAYFRANK MCSHAY
Average hours per week working for org 40.0040.00
Reportable compensation from org $163,637.00$149,353.00
Other comp, non-reportable, from org and related orgs $62,260.00$62,462.00
Position Key employeeHighly compensated employee
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Messer, Robert
TitleVICE CHAIRDIRECTORDIRECTOR
Name of key/compensated personROBERT R MESSERROBERT R MESSERROBERT R MESSER
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Midkiff, Mark
Title DIRECTORDIRECTOR
Name of key/compensated person MARK W MIDKIFFMARK W MIDKIFF
Average hours per week working for org 2.002.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Mueller, Meg
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personMEG R MUELLERMEG R MUELLERMEG R MUELLER
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Nelson, James
Title  DIRECTOR
Name of key/compensated person  JAMES M NELSON
Average hours per week working for org  40.00
Reportable compensation from org  $204,840.00
Other comp, non-reportable, from org and related orgs  $143,282.00
Position  Key employee
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Norton, Amanda
TitleDIRECTORDIRECTOR 
Name of key/compensated personAMANDA NORTONAMANDA NORTON 
Average hours per week working for org2.002.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
O'Loughlin, Linda
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personLINDA O'LOUGHLINLINDA O'LOUGHLINLINDA O'LOUGHLIN
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$226,465.00$227,405.00$216,924.00
Other comp, non-reportable, from org and related orgs$84,503.00$82,744.00$86,393.00
PositionKey employeeKey employeeKey employee
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Oden, Kevin
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personKEVIN D ODENKEVIN D ODENKEVIN D ODEN
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Oman, David
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personDAVID OMANDAVID OMANDAVID OMAN
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Overturf, Dwight
Title TREASURERTREASURER
Name of key/compensated person DWIGHT OVERTURFDWIGHT OVERTURF
Average hours per week working for org 40.0040.00
Reportable compensation from org $225,891.00$253,403.00
Other comp, non-reportable, from org and related orgs $81,577.00$103,288.00
Position OfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Parker, Paul
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personPAUL W PARKERPAUL W PARKERPAUL W PARKER
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Perotti, William
TitleDIRECTOR  
Name of key/compensated personWILLIAM L PEROTTI  
Average hours per week working for org2.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Phillips, Stephen
Title DIRECTORDIRECTOR
Name of key/compensated person STEPHEN PHILLIPS CPASTEPHEN PHILLIPS CPA
Average hours per week working for org 2.002.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Playford, Russell
Title  DIRECTOR
Name of key/compensated person  RUSSELL T PLAYFORD
Average hours per week working for org  2.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Pollock, Edward
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personEDWARD B POLLOCKEDWARD B POLLOCKEDWARD B POLLOCK
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Rajpal, Surijit
Title DIRECTORDIRECTOR
Name of key/compensated person SURIJIT RAJPALSURIJIT RAJPAL
Average hours per week working for org 2.002.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Rajpal, Surjit
TitleDIRECTOR  
Name of key/compensated personSURJIT RAJPAL  
Average hours per week working for org2.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$0.00  
PositionIndividual trustee or director  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Ridner, Laura
TitleMANAGERMANAGER 
Name of key/compensated personLAURA W RIDNERLAURA W RIDNER 
Average hours per week working for org40.0040.00 
Reportable compensation from org$127,465.00$137,441.00 
Other comp, non-reportable, from org and related orgs$38,453.00$30,400.00 
PositionHighly compensated employeeHighly compensated employee 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Schreiber, Edward
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personEDWARD P SCHREIBEREDWARD P SCHREIBEREDWARD P SCHREIBER
Average hours per week working for org2.002.002.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Shafer, Mark
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personMARK SHAFERMARK SHAFERMARK SHAFER
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$226,030.00$227,391.00$217,661.00
Other comp, non-reportable, from org and related orgs$93,995.00$96,905.00$95,139.00
PositionKey employeeKey employeeKey employee
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Shay, Frank
TitleDIRECTOR  
Name of key/compensated personFRANK MC SHAY  
Average hours per week working for org40.00  
Reportable compensation from org$174,213.00  
Other comp, non-reportable, from org and related orgs$105,241.00  
PositionKey employee  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Truscott, William
TitleMANAGERMANAGERMANAGER
Name of key/compensated personWILLIAM TRUSCOTTWILLIAM TRUSCOTTWILLIAM TRUSCOTT
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$145,090.00$138,570.00$156,789.00
Other comp, non-reportable, from org and related orgs$78,819.00$42,433.00$45,378.00
PositionHighly compensated employeeHighly compensated employeeHighly compensated employee
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Truslow, Donald
Title DIRECTORDIRECTOR
Name of key/compensated person DONALD K TRUSLOWDONALD K TRUSLOW
Average hours per week working for org 2.002.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Turley, Heidi
TitleTREASURERTREASURER 
Name of key/compensated personHEIDI TURLEYHEIDI TURLEY 
Average hours per week working for org40.0040.00 
Reportable compensation from org$242,334.00$158,283.00 
Other comp, non-reportable, from org and related orgs$64,533.00$27,368.00 
PositionOfficerOfficer 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Zmiewski, Mark
TitleDIRECTORDIRECTORDIRECTOR
Name of key/compensated personMARK A ZMIEWSKIMARK A ZMIEWSKIMARK A ZMIEWSKI
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$244,169.00$234,943.00$231,168.00
Other comp, non-reportable, from org and related orgs$179,712.00$102,534.00$100,232.00
PositionKey employeeKey employeeKey employee
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Purpose: mission, activities & accomplishments
Mission or significant activitiesRMA IS A MEMBER-DRIVEN PROFESSIONAL ASSOCIATION WHOSE SOLE PURPOSE IS TO ADVANCE SOUND RISK PRINCIPLES IN THE FINANCIAL SERVICES INDUSTRY. RMA HELPS OUR MEMBERS USE SOUND RISK MANAGEMENT PRINCIPLES TO IMPROVE INSTITUTIONAL PERFORMANCE AND FINANCIAL STABILITY, AND ENHANCE THE RISK COMPETENCY OF INDIVIDUALS THROUGH INFORMATION, EDUCATION, PEER SHARING, AND NETWORKING.RMA IS A MEMBER-DRIVEN PROFESSIONAL ASSOCIATION WHOSE SOLE PURPOSE IS TO ADVANCE SOUND RISK PRINCIPLES IN THE FINANCIAL SERVICES INDUSTRY. RMA HELPS OUR MEMBERS USE SOUND RISK PRINCIPLES TO IMPROVE INSTITUTIONAL PERFORMANCE AND FINANCIAL STABILITY, AND ENHANCE THE RISK COMPETENCY OF INDIVIDUALS THROUGH INFORMATION, EDUCATION, PEER SHARING, AND NETWORKING.RMA IS A MEMBER-DRIVEN PROFESSIONAL ASSOCIATION WHOSE SOLE PURPOSE IS TO ADVANCE SOUND RISK PRINCIPLES IN THE FINANCIAL SERVICES INDUSTRY. RMA HELPS OUR MEMBERS USE SOUND RISK PRINCIPLES TO IMPROVE INSTITUTIONAL PERFORMANCE AND FINANCIAL STABILITY, AND ENHANCE THE RISK COMPETENCY OF INDIVIDUALS THROUGH INFORMATION, EDUCATION, PEER SHARING, AND NETWORKING.
Programs, including revenue & expenses
CONFERENCES AND ROUND TABLES - CREDIT RISK, OPERATIONAL RISK, MARKET RISK, ENTERPRISE RISK AND SECURITIES LENDING CONFERENCES AND PEER SHARING MEETINS HELD EACH YEAR
Program descriptionCONFERENCES AND ROUND TABLES - CREDIT RISK, OPERATIONAL RISK, MARKET RISK, ENTERPRISE RISK AND SECURITIES LENDING CONFERENCES AND PEER SHARING MEETINS HELD EACH YEARCONFERENCES AND ROUND TABLES - CREDIT RISK, OPERATIONAL RISK, MARKET RISK, ENTERPRISE RISK AND SECURITIES LENDING CONFERENCES AND PEER SHARING MEETINGS HELD EACH YEAR.CONFERENCES AND ROUND TABLES - CREDIT RISK, OPERATIONAL RISK, MARKET RISK, ENTERPRISE RISK AND SECURITIES LENDING CONFERENCES AND PEER SHARING MEETINGS HELD EACH YEAR.
TRAINING EVENTS - SEMINARS SPONSORED AT VARIOUS DOMESTIC AND INTERNATIONAL LOCATIONS THROUGHOUT THE YEAR
Program descriptionTRAINING EVENTS - SEMINARS SPONSORED AT VARIOUS DOMESTIC AND INTERNATIONAL LOCATIONS THROUGHOUT THE YEARTRAINING EVENTS - SEMINARS SPONSORED AT VARIOUS DOMESTIC AND INTERNATIONAL LOCATIONS THROUGHOUT THE YEAR.TRAINING EVENTS - SEMINARS SPONSORED AT VARIOUS DOMESTIC AND INTERNATIONAL LOCATIONS THROUGHOUT THE YEAR.
WEB-BASED TRAINING PRODUCTS
Program descriptionWEB-BASED TRAINING PRODUCTSWEB-BASED TRAINING PRODUCTSWEB-BASED TRAINING PRODUCTS
Financial data
Expense categories (totals)
Sum (total functional expenses)$23,856,847.00$24,506,315.00$31,107,332.00
Revenue
Total revenue$26,181,242.00$25,835,630.00$26,733,952.00
Program service revenue (total)$23,897,620.00$24,260,853.00$24,673,235.00
Revenue from contributions (total)  $0.00
Investment income$2,283,622.00$1,574,777.00$2,060,717.00
Total unrelated business revenue$86,101.00$128,295.00$158,188.00
Other revenue, current yr$0.00$0.00$0.00
Net unrelated business taxable revenue-$1,605.00-$2,223.00-$320.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00
Gross receipts$26,181,242.00$25,835,630.00$31,085,240.00
Other types of revenue
Income from dividends, interest, and similar investments$1,258,451.00$1,394,220.00$1,801,823.00
Net rental income  $0.00
Fees for services
Legal fees (total)$17,925.00$33,802.00$37,163.00
Fundraising service fees (total)$0.00$0.00$0.00
Accounting service fees (total)$97,354.00$65,525.00$67,175.00
Assets and liabilities
Total assets$41,202,877.00$39,702,707.00$39,262,453.00
Total assets, beginning of year$39,702,707.00$39,262,453.00$39,850,176.00
Total liabilities$19,945,744.00$21,580,969.00$22,684,532.00
Total liabilities, beginning of year$21,580,969.00$22,684,532.00$16,461,400.00
Net assets$21,257,133.00$18,121,738.00$16,577,921.00
Net assets, beginning of year$18,121,738.00$16,577,921.00$23,388,776.00
Other liabilities$3,124,028.00$4,060,656.00$5,613,620.00
Investments: publicly traded securities$32,380,707.00$31,200,895.00$29,994,835.00
Cash: non-interest bearing$1,233,406.00$870,438.00$792,730.00
Cash: non-interest bearing, beginning of year$870,438.00$792,730.00$1,032,974.00
Inventories for sale or use$10,552.00$25,224.00$39,636.00
Other financial variables
Revenue less expenses$2,324,395.00$1,329,315.00-$4,373,380.00
Advertising (total)$390,544.00$432,866.00$433,365.00
Savings & temp cash investment$5,375,087.00$4,497,999.00$5,242,037.00
Accounts receivable, net$909,455.00$1,516,950.00$1,707,415.00
Prepaid expenses & deferred charges$492,249.00$464,547.00$990,400.00
Accounts payable & accrued expenses$6,858,325.00$7,419,505.00$7,045,202.00
Deferred revenue$9,963,391.00$10,100,808.00$10,025,710.00
Total net assets or fund balances$21,257,133.00$18,121,738.00$16,577,921.00
Depreciation, depletion, amortization$321,728.00$254,497.00$205,903.00
Governance and accountability
Number of voting members252525
Number of independent voting members242424
Financial sheets auditedTrueTrueTrue
Audit on consolidated basisTrueTrueTrue
Tax year start date2016-09-012015-09-012014-09-01
Tax year end date2017-08-312016-08-312015-08-31
Accounting methodAccrualAccrualAccrual
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrue
Org has controlled entityTrueTrueTrue
Metadata about the filing
E-return type990990990
Date e-filing submitted2018-03-132017-07-222016-03-25
IRS schema version2016v3.02015v3.02014v6.0
Filing identifier201810339349300211201700389349300245201630339349300218
Use these data in your project Benchmark this organization against its peers