NACD Dealer Marketing Association (EIN 202741885) - 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

Legal Domicile

Tax Period

2025-01-01 to 2025-12-31

NACD Dealer Marketing Association is a small nonprofit that reported $468K in total revenue in fiscal year 2025. Expenses of $597K exceeded revenue, resulting in a 28% operating deficit.

Mission

To benefit, promote and serve the common interests of Caterpillar dealerships located in North America. To provide opportunities for dealer marketing colleagues to network and share best practices. To provide a forum to hear from Caterpillar leadership about the introduction of new products, marketing and advertising programs.

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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 $467,500

Investment Income $0

Other Revenue $0

TOTAL REVENUE $467,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $597,250

TOTAL EXPENSES $597,250

Year-over-Year Comparison

	2025	2024	Change
Revenue	$467,500	$462,798	+0.0%
Expenses	$597,250	$472,308	+0.3%
Net Income	$-129,750	$-9,510	+12.6%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Amanda Hague	President	Officer Director	$0	$0	$0
Miranda Smith	Vice President	Officer Director	$0	$0	$0
Jason Rundle	Treasurer	Officer Director	$0	$0	$0
Megan Lerch	Director	Director	$0	$0	$0
Danny Zimmerman	Director	Director	$0	$0	$0
Erika Bordwell	Director	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	$467,500	$597,250	$441	$-129,750
2024	$462,798	$472,308	$115,949	$-9,510
2023	$398,901	$381,685	$111,141	$17,216
2021	$338,364	$270,436	$188,369	$67,928
2020	$20,398	$68,022	$133,580	$-47,624
2019	$368,248	$289,823	$181,204	$78,425
2018	$314,968	$347,580	$102,779	$-32,612

NACD Dealer Marketing Association