SHAREHOLDER SERVICES ASSOCIATION INC (EIN 237152897) - 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

2006

Legal Domicile

Principal Officer

KIM MCKIERNAN

Phone

7632534300

Tax Period

2020-10-01 to 2021-09-30

SHAREHOLDER SERVICES ASSOCIATION INC, founded in 2006, is a small nonprofit that reported $141K in total revenue in fiscal year 2020. Revenue surged 65% from the prior year, signaling strong growth momentum. Expenses of $123K left a modest 12% surplus.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE EDUCATION FOR CORPORATE TRANSFER AGENTS AND UPDATES ON LAWS & REGULATIONS THAT GOVERN CORPORATE TRANSFER AGENTS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $111,460

Investment Income $29,270

Other Revenue $0

TOTAL REVENUE $140,730

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $123,274

TOTAL EXPENSES $123,274

Year-over-Year Comparison

	2020	2019	Change
Revenue	$140,730	$85,055	+0.7%
Expenses	$123,274	$115,590	+0.1%
Net Income	$17,456	$-30,535	-1.6%

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

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
NICOLE MAUNEY	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
LARRY KARP	DIRECTOR	1.00	Director	$0	$0	$0
STACEY BETSON	DIRECTOR	1.00	Director	$0	$0	$0
SID RODRIGUE	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN BURNS	DIRECTOR	1.00	Director	$0	$0	$0
KIM HANLON	PRESIDENT	1.00	Officer	$0	$0	$0
MARK GEREB	VICE PRESIDENT	1.00	Officer	$0	$0	$0
KIM MCKIERNAN	TREASURER	1.00	Officer	$0	$0	$0
GAY KAYLOR	SECRETARY	1.00	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
2021	$140,730	$123,274	$325,078	$17,456
2020	$85,055	$115,590	$317,550	$-30,535

SHAREHOLDER SERVICES ASSOCIATION INC