NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC (EIN 042753415) - 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

1982

Legal Domicile

Principal Officer

Peter Thompson

Phone

9787441760

Tax Period

2024-07-01 to 2025-06-30

NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC, founded in 1982, is a small nonprofit in the Community Improvement sector that reported $186K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

EDUCATION FOR TREASURY MANAGERS AND OTHERS

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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 (2024)

Revenue Breakdown

Contributions & Grants $14,100

Program Service Revenue $172,182

Investment Income $0

Other Revenue $0

TOTAL REVENUE $186,282

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,545

Fundraising Expenses $0

Program Expenses $102,139

Other Expenses $140,974

TOTAL EXPENSES $186,519

Year-over-Year Comparison

	2024	2023	Change
Revenue	$186,282	$212,447	-0.1%
Expenses	$186,519	$287,223	-0.4%
Net Income	$-237	$-74,776	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Peter Thompson	President	4.00	Officer Director	$0	$0	$0
John Paris	Vice President	4.00	Officer Director	$0	$0	$0
Narda Shutt	Treasurer	4.00	Officer Director	$0	$0	$0
Kristen Mills	Secretary	4.00	Officer Director	$0	$0	$0
Rich Florez	Director	2.00	Director	$0	$0	$0
John Downes	Director	2.00	Director	$0	$0	$0
Jeffrey Scribner	Director	2.00	Director	$0	$0	$0
Joseph Apau	Director	2.00	Director	$0	$0	$0
Tim Buzanoski	Director	2.00	Director	$0	$0	$0
Stephanie Fontes	Director	2.00	Director	$0	$0	$0
Kevin Drew	Director	2.00	Director	$0	$0	$0
Anne Klein	Director	2.00	Director	$0	$0	$0
Scott McGrath	Director	2.00	Director	$0	$0	$0
Samira Benchiki	Director	2.00	Director	$0	$0	$0
Tyler Thurgood	Director	2.00	Director	$0	$0	$0
Nancy Garrity	Director	2.00	Director	$0	$0	$0
Lauren Intinarlli	Director	2.00	Director	$0	$0	$0
Colin Williams	Director	2.00	Director	$0	$0	$0
Stevie Marie Goida	Director	2.00	Director	$0	$0	$0
Tim Coakley	Director	2.00	Director	$0	$0	$0
Jay Park	Director	2.00	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
2025	$186,282	$186,519	$23,905	$-237
2024	$212,447	$287,223	$25,901	$-74,776
2023	$198,415	$250,130	$100,570	$-51,715
2022	$145,695	$120,676	$154,156	$25,019
2021	$73,150	$95,864	$130,704	$-22,714
2020	$101,550	$104,338	$78,018	$-2,788
2019	$313,710	$274,076	$80,806	$39,634

NEW ENGLAND ASSOCIATION FOR FINANCIAL PROFESSIONALS INC