NATIONAL ASSOCIATION OF SURETY BOND PRODUCERS INC (EIN 132657769) - 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

1942

Legal Domicile

Principal Officer

MARK MCCALLUM

Phone

2402001270

Tax Period

2025-01-01 to 2025-12-31

NATIONAL ASSOCIATION OF SURETY BOND PRODUCERS INC, founded in 1942, is a community nonprofit that reported $4.9M in total revenue in fiscal year 2025. Expenses of $4.7M left a modest 4% surplus.

Mission

TO STRENGTHEN PROFESSIONALISM, EXPERTISE, AND INNOVATION IN SURETY AND TO ADVOCATE ITS USE WORLDWIDE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,427,965

Investment Income $289,304

Other Revenue $163,892

TOTAL REVENUE $4,881,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,214,722

Fundraising Expenses $0

Other Expenses $2,446,820

TOTAL EXPENSES $4,661,542

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,881,161	$5,068,582	0.0%
Expenses	$4,661,542	$4,628,741	+0.0%
Net Income	$219,619	$439,841	-0.5%

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

N/A

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

$797,797

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK MCCALLUM	CHIEF EXECUTIVE OFFICER	40.00	Officer	$493,352	$77,569	$570,921
LAWRENCE LECLAIR	DEPARTMENT DIRECTOR	40.00	Highest	$228,676	$22,673	$251,349
KATHY HOFFMAN	DEPARTMENT DIRECTOR	40.00	Officer	$193,984	$32,892	$226,876
KATHERINE SHAMAPANDE	DEPARTMENT DIRECTOR	40.00	Highest	$175,427	$49,061	$224,488
STEVEN B KARLIN	DEPARTMENT DIRECTOR	40.00	Highest	$191,449	$19,242	$210,691
MARIA ROGINSKI	DEPARTMENT DIRECTOR	40.00	Highest	$178,881	$56,958	$235,839
ROBERT COON	PRESIDENT	5.00	Officer Director	$0	$0	$0
MONICA DONATELLI	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTIAN DOWNEY	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SHEILA THOMPSON	3RD VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ZACH MENDELSON	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBIN AMSTUTZ	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
DEDI BELIS	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
MICHAEL BYRD	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
MATT COCCO	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
NICOLE COTY	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
COURTNEY DECROES	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
MARK DUGGAN	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
PAUL GILCREASE	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
JASE HAMILTON	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
TYLER MCINTYRE	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
JOSE MILAN	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
GREG NASH	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
HEIDI RODZEN	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
KARA SKINNER	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
ANDREW TOKASZ	BOARD OF DIRECTORS	0.50	Director	$0	$0	$0
JUSTIN TOMLIN	BOARD OF DIRECTORS	0.50	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	$4,881,161	$4,661,542	$10,420,494	$219,619
2024	No data	No data	No data	No data
2023	$4,626,432	$4,537,019	$8,817,902	$89,413
2022	$4,001,560	$4,012,316	$8,258,128	$-10,756
2021	$3,642,911	$3,298,236	$8,341,865	$344,675
2020	$3,139,630	$3,122,050	$7,163,531	$17,580
2019	$3,923,300	$3,999,763	$6,906,346	$-76,463

NATIONAL ASSOCIATION OF SURETY BOND PRODUCERS INC