National Conference on Public Employee Retirement (EIN 016186835) - 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

2002

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

National Conference on Public Employee Retirement, founded in 2002, is a community nonprofit that reported $6.9M in total revenue in fiscal year 2023. Revenue surged 5293% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 43% operating margin.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,044,537

Program Service Revenue $2,934,824

Investment Income $320,301

Other Revenue $555,798

TOTAL REVENUE $6,855,460

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,480,865

Fundraising Expenses $0

Program Expenses $2,953,385

Other Expenses $2,422,065

TOTAL EXPENSES $3,902,930

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,855,460	$127,124	+52.9%
Expenses	$3,902,930	N/A	N/A
Net Income	$2,952,530	$127,124	+22.2%

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

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

$615,584

Total Directors

$130,933

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Hank Kim	Executive Director	40.00	Officer	$424,457	$60,194	$484,651
Cassandra Smoot	Sr Director of Operations	40.00	Highest	$184,234	$20,925	$205,159
Elizabeth Lees	Director of Communications	40.00	Highest	$152,345	$15,117	$167,462
Kathy Harrell	President	3.00	Officer Director	$73,558	$0	$73,558
Daniel Fortuna	Past President	3.00	Officer Director	$24,029	$0	$24,029
Carol G Stukes-Baylor	Secretary	3.00	Officer Director	$12,750	$0	$12,750
Dale Chase	First Vice President	10.00	Officer Director	$10,298	$0	$10,298
James Lemonda	Second Vice President	3.00	Officer Director	$10,298	$0	$10,298
Ralph Sicuro	Executive Board	1.00	Director	$0	$0	$0
Thomas Ross	Executive Board	1.00	Director	$0	$0	$0
Ginger Sigler	Executive Board	1.00	Director	$0	$0	$0
John Neal	Executive Board	1.00	Director	$0	$0	$0
Frank Ramagnano	Executive Board	1.00	Director	$0	$0	$0
Michael Linynsky	Executive Board	1.00	Director	$0	$0	$0
David Harer	Executive Board	1.00	Director	$0	$0	$0
David Kazansky	Executive Board	1.00	Director	$0	$0	$0
Sherry Mose	Executive Board	1.00	Director	$0	$0	$0
Dan Givens	Treasurer	10.00	Officer Director	$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
2024	No data	No data	No data	No data
2023	$6,855,460	$3,902,930	$11,053,571	$2,952,530
2022	$127,124	No data	$4,281,834	No data
2021	$121,032	No data	$5,079,275	No data
2020	$120,703	No data	$4,647,265	No data
2019	$40,452	$165,000	$4,233,343	$-124,548
2018	$186,659	$150,000	$3,745,466	$36,659

National Conference on Public Employee Retirement