AMERICAN PAYROLL INSTITUTE INC

EIN: 133124063

SAN ANTONIO, TX

Total Revenue
$12,355,085
Total Expenses
$9,278,718
Total Assets
$48,282,938
Net Assets
$38,441,015
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
NY
Phone
2102264600
Tax Period
2023-01-01 to 2023-12-31

AMERICAN PAYROLL INSTITUTE INC, founded in 1982, is a mid-sized nonprofit that reported $12.4M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.1M, a strong 25% operating margin.

Mission

PROVIDES SERVICES INCLUDING PUBLICATIONS, LOBBYING, AND THE DISSEMINATION OF PRINTING, PROFESSIONAL CERTIFICATION, AND OTHER MATERIAL PROMOTING THE PAYROLL PROFESSION.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,317,335
Program Service Revenue $4,337,768
Investment Income $1,277,653
Other Revenue $1,422,329
TOTAL REVENUE $12,355,085

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,475,969
Fundraising Expenses $0
Program Expenses $0
Other Expenses $3,802,749
TOTAL EXPENSES $9,278,718

Year-over-Year Comparison

2023 2022 Change
Revenue $12,355,085 $11,354,624 +0.1%
Expenses $9,278,718 $6,301,421 +0.5%
Net Income $3,076,367 $5,053,203 -0.4%
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

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
9
Employees
114
Volunteers
600

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
5
$2,853,084
Total Directors
10
$2,859,909
Key Employees
8
$2,033,167
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A EXECUTIVE DIRECTOR 2.4
Officer Director
$173,095 $183,105 $2,846,109
N/A President-Elect 2.1
Officer Director
$1,800 $0 $1,800
N/A President 2.5
Officer Director
$0 $0 $0
N/A Director 2.2
Director
$1,800 $0 $1,800
N/A Director 2.3
Director
$1,800 $0 $1,800
N/A Director 2.2
Director
$1,800 $0 $1,800
N/A Director 2.2
Director
$1,200 $0 $1,200
N/A Corporate Member Advisor 2.3
Director
$1,800 $0 $1,800
N/A Director 2.3
Director
$1,800 $0 $1,800
N/A Director 2.2
Director
$1,800 $0 $1,800
N/A Treasurer 2.6
Officer
$2,475 $0 $2,475
N/A Secretary 2.3
Officer
$2,700 $0 $2,700
N/A SENIOR DIRECTOR OF MARKETING 9.2
Key Emp
$34,708 $39,928 $190,830
N/A SENIOR DIRECTOR OF FEDERAL PR COMPLIANCE 34.0
Key Emp
$138,130 $19,330 $180,886
N/A SENIOR DIRECTOR OF EDUCATION SERVICES 4.0
Key Emp
$19,709 $41,438 $238,531
N/A CHIEF PROFESSIONAL DEVELOPMENT OFFICER 18.4
Key Emp
$102,026 $34,300 $256,097
N/A SENIOR DIRECTOR OF PUBLICATIONS 34.4
Key Emp
$139,934 $43,723 $206,437
N/A SENIOR DIRECTOR OF IT, CERTIFICATION, & PR 29.2
Key Emp
$154,986 $36,677 $248,987
N/A CHIEF OPERATING OFFICER 12.2
Key Emp
$144,219 $47,754 $512,977
N/A SENIOR DIRECTOR OF TECHNOLOGY AND CERTIFICATION 13.2
Key Emp
$52,231 $40,145 $198,422
N/A DIRECTOR OF GOVERNMENT RELATIONS 37.2
Highest
$108,167 $22,384 $138,693
N/A FINANCIAL CONTROLLER 1.6
Highest
$5,318 $24,308 $157,248
N/A DIRECTOR OF HR & TALENT MANAGEMENT 40.0
Highest
$111,762 $28,158 $139,920
N/A DIRECTOR OF STRATEGIC INITIATIVES 12.0
Highest
$59,859 $17,100 $216,630
N/A DIRECTOR OF EDUCATION SERVICES 11.2
Highest
$37,865 $24,300 $159,531
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 $12,355,085 $9,278,718 $48,282,938 $3,076,367
2022 $11,354,624 $6,301,421 $42,535,918 $5,053,203
2021 $11,952,321 $6,886,311 $40,803,179 $5,066,010
2020 $10,353,183 $6,380,146 $50,031,255 $3,973,037
2019 $11,362,033 $8,889,737 $44,745,147 $2,472,296
2018 $10,080,975 $8,369,196 $39,353,278 $1,711,779
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