National Association for Business Economics (EIN 136133105) - 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

1959

Legal Domicile

Principal Officer

Ellen Zentner

Phone

2024636223

Tax Period

2023-01-01 to 2023-12-31

National Association for Business Economics, founded in 1959, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023.

Mission

NABE'S MISSION IS TO ADVANCE THE PRACTICE OF ECONOMICS AND THE APPLICATION OF ECONOMIC PRINCIPLES FOR THE GREATER GOOD.

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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 $0

Program Service Revenue $1,884,053

Investment Income $86,998

Other Revenue $97,892

TOTAL REVENUE $2,068,943

Expense Breakdown

Grants Paid $0

Salaries & Benefits $895,269

Fundraising Expenses $0

Program Expenses $1,907,091

Other Expenses $1,208,045

TOTAL EXPENSES $2,103,314

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,068,943	$1,990,643	+0.0%
Expenses	$2,103,314	$2,002,274	+0.1%
Net Income	$-34,371	$-11,631	+2.0%

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

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

$304,558

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS BEERS	EXECUTIVE DIRECTOR	37.0	Officer	$287,319	$17,239	$304,558
TARA MUNROE	DIR., EDUC. & PROF.. DEV'T.	37.0	Highest	$134,937	$8,488	$143,425
COLETTE BRISSETT	DIRECTOR, ADMINISTRATION	37.0	Highest	$108,313	$6,891	$115,204
DAVID ALTIG	Past President 2021-2022	3.0	Officer Director	$0	$0	$0
JULIA CORONADO	PAST PRESIDENT 2022-2023	3.0	Officer Director	$0	$0	$0
ELAINE BUCKBERG	DIRECTOR	3.0	Director	$0	$0	$0
CARLOS HERRERA	DIRECTOR	3.0	Director	$0	$0	$0
MERVIN JEBARAJ	DIRECTOR	3.0	Director	$0	$0	$0
DANA PETERSON	DIRECTOR	3.0	Director	$0	$0	$0
WILKO SCHULZ-MAHLENDORF	DIRECTOR	3.0	Director	$0	$0	$0
Ellen Zentner	President 2023-2024	3.0	Officer Director	$0	$0	$0
Emily Kolinski Morris	Vice President 2023-2024	3.0	Officer Director	$0	$0	$0
Kathy Bostjancic	Director	3.0	Director	$0	$0	$0
Roberto Coronado	Director	3.0	Director	$0	$0	$0
Selma Hepp	Director	3.0	Director	$0	$0	$0
Sam Khater	Director	3.0	Director	$0	$0	$0
Ilan Kolet	Director	3.0	Director	$0	$0	$0
Kathleen Navin	Director	3.0	Director	$0	$0	$0
Yael Selfin	Director	3.0	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	$2,068,943	$2,103,314	$2,815,455	$-34,371
2022	$1,990,643	$2,002,274	$2,639,278	$-11,631
2021	$1,525,688	$1,474,851	$2,954,044	$50,837
2020	$1,495,823	$1,383,188	$2,598,756	$112,635
2019	$1,986,938	$1,809,026	$2,451,130	$177,912
2018	$2,050,623	$1,852,440	$1,958,715	$198,183

National Association for Business Economics