NATIONAL ASSOCIATION OF ENROLLED AGENTS (EIN 237183380) - 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

1972

Legal Domicile

Principal Officer

MEGAN KILLIAN

Phone

2028226232

Tax Period

2023-07-01 to 2024-06-30

NATIONAL ASSOCIATION OF ENROLLED AGENTS, founded in 1972, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2023.

Mission

NAEA SERVES AND SUPPORTS ENROLLED AGENTS, AMERICA'S TAX EXPERTS.

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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 $17,955

Program Service Revenue $3,131,524

Investment Income $51,299

Other Revenue $100,037

TOTAL REVENUE $3,300,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,378,171

Fundraising Expenses $0

Other Expenses $1,859,976

TOTAL EXPENSES $3,238,147

Year-over-Year Comparison

	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%

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

200

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

$246,108

Total Directors

Key Employees

Highest Compensated

reported

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

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	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

NATIONAL ASSOCIATION OF ENROLLED AGENTS