WASHINGTON, DC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)NATIONAL ASSOCIATION OF ENROLLED AGENTS, founded in 1972, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2023.
TO EMPOWER ENROLLED AGENTS EVERYWHERE. TO BUILD A DYNAMIC AND DIVERSE COLLABORATIVE COMMUNITY OF SOUGHT-AFTER TAX PROFESSIONALS WHO MAKE A DIFFERENCE IN THE LIVES OF TAXPAYERS.
COMMUNICATIONS: NAEA PUBLISHES A PEER REVIEWED AND QUARTERLY SCHOLARLY JOURNAL, AS WELL AS A WEB SITE, WEEKLY EMAIL NEWSLETTERS AND SOCIAL MEDIA CHANNELS, THAT CONTAIN CONTENT MEMBERS NEED TO STAY...
COMMUNICATIONS: NAEA PUBLISHES A PEER REVIEWED AND QUARTERLY SCHOLARLY JOURNAL, AS WELL AS A WEB SITE, WEEKLY EMAIL NEWSLETTERS AND SOCIAL MEDIA CHANNELS, THAT CONTAIN CONTENT MEMBERS NEED TO STAY INFORMED AND UP TO DATE ON LEGISLATION, REGULATIONS, AND OTHER INFORMATION THEY NEED TO SERVE AMERICA'S TAXPAYERS.
MEMBERSHIP: NAEA MEMBERSHIP OFFERS BENEFITS TO ENROLLED AGENTS TO BUILD THEIR PROFESSIONAL NETWORKS, BUILD THEIR BUSINESSES, AND SERVE THEIR CLIENTS. THIS INCLUDES PEER CONNECTIONS THROUGH THE...
MEMBERSHIP: NAEA MEMBERSHIP OFFERS BENEFITS TO ENROLLED AGENTS TO BUILD THEIR PROFESSIONAL NETWORKS, BUILD THEIR BUSINESSES, AND SERVE THEIR CLIENTS. THIS INCLUDES PEER CONNECTIONS THROUGH THE MEMBERS-ONLY WEB BOARD, VOLUNTEER OPPORTUNITIES, AFFINITY AND DISCOUNT PROGRAMS, AND COMPLIMENTARY CONTINUING EDUCATION.
EDUCATION: ENROLLED AGENTS ARE REQUIRED TO MEET MINIMUM CONTINUING EDUCATION REQUIREMENTS EACH YEAR. NAEA PROVIDES A VARIETY OF CONTINUING EDUCATION COURSES FOR ENROLLED AGENTS AND OTHER TAX...
EDUCATION: ENROLLED AGENTS ARE REQUIRED TO MEET MINIMUM CONTINUING EDUCATION REQUIREMENTS EACH YEAR. NAEA PROVIDES A VARIETY OF CONTINUING EDUCATION COURSES FOR ENROLLED AGENTS AND OTHER TAX PROFESSIONALS. THESE PROGRAMS HELP THEM STAY COMPLIANT WITH LICENSING REQUIREMENTS AND COMPETENT IN TAX AND RELATED SUBJECT MATTER, AND HELPS EXPAND THEIR KNOWLEDGE AND EXPERTISE. THE NATIONAL TAX PRACTICE INSTITUTE IS A PROGRAM TO TRAIN MEMBERS ON TAXPAYER REPRESENTATION, A SPECIALTY AREA FOR ENROLLED AGENTS. COURSE OFFERINGS ARE PEER-REVIEWED AND MUST MEET CERTAIN REQUIREMENTS TO QUALIFY AS CONTINUING EDUCATION.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $3,300,815 | $3,184,226 | +0.0% |
| Expenses | $3,238,147 | $3,182,561 | +0.0% |
| Net Income | $62,668 | $1,665 | +36.6% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| MEGAN KILLIAN | EXECUTIVE VICE PRESIDENT | 37.50 |
Officer
|
$224,072 | $22,036 | $246,108 |
| MARTIN GERICH | SENIOR DIRECTOR, TECHNOLOGY | 37.50 |
Highest
|
$151,475 | $24,175 | $175,650 |
| TWILA MIDWOOD | PRESIDENT | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| CYNTHIA LEACHMOORE | IMMEDIATE PAST PRESIDENT | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| SUSIE DIMAGGIO | SECRETARY | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| ED RYAN | TREASURER | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| JENNIFER MACMILLAN | PRESIDENT-ELECT | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| EMILY APREA | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| LESLIE CASTEEL | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| TINA COLLINS | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| KESHA DAWSON-HARRIS | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| TONY FREZZA | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| JULIE HARVEY | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| DANNIE LYNN MURPHY | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| JOHN PERRY | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| KATHRYN TRACY | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| EMILY WHITE | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $3,300,815 | $3,238,147 | $3,391,674 | $62,668 |
| 2023 | $3,184,226 | $3,182,561 | $2,458,879 | $1,665 |
| 2022 | $3,151,286 | $2,909,629 | $2,027,919 | $241,657 |
| 2021 | $2,953,489 | $3,036,701 | $1,950,153 | $-83,212 |
| 2020 | $3,868,676 | $3,625,763 | $2,106,631 | $242,913 |
| 2019 | $3,656,803 | $3,620,300 | $2,547,297 | $36,503 |
Compare NATIONAL ASSOCIATION OF ENROLLED AGENTS with other nonprofits in District of Columbia and across the country.