NORTH AMERICAN ASSOCIATION OF COMMENCEMENT OFFICERS INC (EIN 141884982) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

SONDRA SCHWARTZ

Phone

3015176862

Tax Period

2023-08-01 to 2024-07-31

NORTH AMERICAN ASSOCIATION OF COMMENCEMENT OFFICERS INC, founded in 2000, is a small nonprofit in the Community Improvement sector that reported $608K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $674K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO HELP COMMENCEMENT OFFICERS SHARPEN THEIR SKILLS AND BROADEN THEIR KNOWLEDGE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $607,564

Investment Income $269

Other Revenue $0

TOTAL REVENUE $607,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $673,527

TOTAL EXPENSES $673,527

Year-over-Year Comparison

	2023	2022	Change
Revenue	$607,833	$500,186	+0.2%
Expenses	$673,527	$481,103	+0.4%
Net Income	$-65,694	$19,083	-4.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
LIZ MCMAHAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JIM VITALIANO	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
CLAUDIA DAVILA	TREASURER	2.00	Officer Director	$0	$0	$0
GRABRIELLE MARTINEZ	SECRETARY	2.00	Officer Director	$0	$0	$0
CLAIRE ALEXANDER	IMMEDIATE PAST PRESIDENT	2.00	Director	$0	$0	$0
MARY BETH REHRER	DIRECTOR	2.00	Director	$0	$0	$0
MARCUS JONES	DIRECTOR	2.00	Director	$0	$0	$0
JAMES CUARESMA	DIRECTOR	2.00	Director	$0	$0	$0
SARA WOOD	EXECUTIVE DIRECTOR	20.00	Officer	$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	$607,833	$673,527	$449,381	$-65,694
2023	$500,186	$481,103	$505,293	$19,083
2022	$416,427	$495,561	$459,441	$-79,134
2021	$318,492	$201,337	$468,567	$117,155
2020	$682,583	$670,399	$372,605	$12,184
2019	$515,261	$409,070	$402,578	$106,191

NORTH AMERICAN ASSOCIATION OF COMMENCEMENT OFFICERS INC