NATIONAL ASSOCIATION OF SOCIAL WORKERS (EIN 135643515) - 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

1955

Legal Domicile

Principal Officer

DR ANTHONY ESTREET

Phone

2023368249

Tax Period

2024-07-01 to 2025-06-30

NATIONAL ASSOCIATION OF SOCIAL WORKERS, founded in 1955, is a mid-sized nonprofit that reported $38.0M in total revenue in fiscal year 2024. Net assets of $76.0M represent 24 months of operating reserves.

Mission

SUPPORT PROFESSIONAL DEVELOPMENT, ADVANCE SOUND SOCIAL POLICIES AND MAINTAIN PROFESSIONAL STANDARDS FOR SOCIAL WORKERS.

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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 $800,153

Program Service Revenue $33,096,982

Investment Income $1,924,789

Other Revenue $2,161,539

TOTAL REVENUE $37,983,463

Expense Breakdown

Grants Paid $15,752

Salaries & Benefits $21,418,857

Fundraising Expenses $0

Other Expenses $18,132,167

TOTAL EXPENSES $39,566,776

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,983,463	$38,155,399	0.0%
Expenses	$39,566,776	$38,116,158	+0.0%
Net Income	$-1,583,313	$39,241	-41.3%

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

266

Volunteers

200

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

$976,771

Total Directors

Key Employees

$233,618

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YVONNE CHASE	PRESIDENT	4.00	Officer Director	$0	$0	$0
FATIMA SALMAN	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBIN ARNDT	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSHUA BREWSTER	TREASURER	1.00	Director	$0	$0	$0
BISRAT ABEBE	DIRECTOR	1.00	Director	$0	$0	$0
KAREN MCLEAN	DIRECTOR	1.00	Director	$0	$0	$0
ANCY LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
YASODA SHARMA	DIRECTOR	1.00	Director	$0	$0	$0
ALICE KAY LOCKLEAR	DIRECTOR	1.00	Director	$0	$0	$0
MARLA BLUNT-CARTER	DIRECTOR	1.00	Director	$0	$0	$0
CAROL CAMPBELL EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
DAFNA BERMAN	DIRECTOR	1.00	Director	$0	$0	$0
TONY J RAYMER	DIRECTOR	1.00	Director	$0	$0	$0
SHAWNTELLE FISHER	DIRECTOR	1.00	Director	$0	$0	$0
LATONYA SCRIVEN CHARLES	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE M PLISKE	DIRECTOR	1.00	Director	$0	$0	$0
NATASHA PADDOCK	DIRECTOR	1.00	Director	$0	$0	$0
SYLVESTER BOWIE	DIRECTOR	1.00	Director	$0	$0	$0
MAVIS MAJOR	DIRECTOR	1.00	Director	$0	$0	$0
HANA KISSWANI	DIRECTOR	1.00	Director	$0	$0	$0
EMONIE ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY ESTREET	CHIEF EXECUTIVE OFFICER	36.00	Officer	$358,282	$61,516	$419,798
SEKOU MURPHY	CHIEF FINANCIAL OFFICER	33.75	Officer	$243,478	$41,182	$284,660
HEIDI MCINTOSH	CHIEF OPERATING OFFICER	37.50	Officer	$227,748	$44,565	$272,313
CHERYL-LYN BENTLEY HARMON	GENERAL COUNSEL	33.75	Key Emp	$228,606	$5,012	$233,618
BARBARA BEDNEY	CHIEF OF PROGRAMS	37.50	Highest	$175,688	$23,424	$199,112
JULIA LENT	VP, CHAPTER OPERATIONS	37.50	Highest	$174,800	$7,437	$182,237
GAIL WOODS-WALLER	CHIEF OF MMC	37.50	Highest	$172,013	$29,778	$201,791
CHERYL BRADLEY	DIRECTOR, PUBLICATIONS	37.50	Highest	$165,241	$18,744	$183,985

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	$37,983,463	$39,566,776	$104,705,363	$-1,583,313
2024	No data	No data	No data	No data
2023	$37,900,432	$38,169,562	$113,605,476	$-269,130
2022	$41,425,667	$35,196,100	$94,164,838	$6,229,567
2021	$35,492,670	$33,267,969	$94,635,526	$2,224,701
2020	$32,403,872	$34,332,957	$79,075,254	$-1,929,085
2019	$34,466,684	$37,816,974	$80,717,027	$-3,350,290
2018	$36,933,050	$39,882,667	$83,662,424	$-2,949,617

NATIONAL ASSOCIATION OF SOCIAL WORKERS