NATIONAL ACADEMY OF ENGINEERING FUND (EIN 237284092) - 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

1973

Legal Domicile

Principal Officer

JOHN L ANDERSON

Phone

2023342281

Tax Period

2023-01-01 to 2023-12-31

NATIONAL ACADEMY OF ENGINEERING FUND, founded in 1973, is a community nonprofit in the Science & Technology sector that reported $8.2M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $9.6M exceeded revenue, resulting in a 17% operating deficit.

Mission

NATIONAL ACADEMY OF ENGINEERING FUND (NAEF) SUPPORTS THE ACTIVITIES OF (SEE SCHEDULE O)THE NATIONAL ACADEMY OF ENGINEERING (NAE).

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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 $6,677,035

Program Service Revenue $198,726

Investment Income $1,290,350

Other Revenue $0

TOTAL REVENUE $8,166,111

Expense Breakdown

Grants Paid $5,674,189

Salaries & Benefits $0

Fundraising Expenses $1,267,437

Program Expenses $5,674,189

Other Expenses $3,890,639

TOTAL EXPENSES $9,564,828

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,166,111	$6,453,990	+0.3%
Expenses	$9,564,828	$8,938,082	+0.1%
Net Income	$-1,398,717	$-2,484,092	-0.4%

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

$1,296,044

Total Directors

$1,321,044

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD C WINTER	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN L ANDERSON	PRESIDENT	37.50	Officer Director	$0	$93,859	$1,121,044
WESLEY L HARRIS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$50,000
CAROL K HALL	HOME SECRETARY	1.00	Officer Director	$0	$0	$50,000
JAMES M TIEN	INTERNATIONAL SECRETARY (JAN-JUNE)	1.00	Officer Director	$0	$0	$25,000
NADINE AUBRY	INTERNATIONAL SECRETARY (JULY-DEC)	1.00	Director	$0	$0	$25,000
ROGER L MCCARTHY	TREASURER	1.00	Officer Director	$0	$0	$50,000
ANJAN BOSE	TRUSTEE	1.00	Director	$0	$0	$0
DIANNE CHONG	TRUSTEE	1.00	Director	$0	$0	$0
BRENDA J DIETRICH	TRUSTEE (JANUARY-JUNE)	1.00	Director	$0	$0	$0
JAMES O ELLIS	TRUSTEE	1.00	Director	$0	$0	$0
KATHARINE G FRASE	TRUSTEE (JANUARY-JUNE)	1.00	Director	$0	$0	$0
EDWARD D LAZOWSKA	TRUSTEE	1.00	Director	$0	$0	$0
ROBIN K MCGUIRE	TRUSTEE	1.00	Director	$0	$0	$0
HOWARD B ROSEN	TRUSTEE	1.00	Director	$0	$0	$0
FIONA M DOYLE	TRUSTEE (JULY-DECEMBER)	1.00	Director	$0	$0	$0
SUSAN L GRAHAM	TRUSTEE	1.00	Director	$0	$0	$0
JOSE G SANTIESTEBAN	TRUSTEE (JULY-DECEMBER)	1.00	Director	$0	$0	$0
YANNIS C YORTOS	TRUSTEE (JANUARY-JUNE)	1.00	Director	$0	$0	$0
CHERRY A MURRAY	TRUSTEE (JULY-DECEMBER)	1.00	Director	$0	$0	$0
ELSA REICHMANIS	TRUSTEE, (JULY-DECEMBER)	1.00	Director	$0	$0	$0
GERALDINE KNTAZ	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$8,166,111	$9,564,828	$113,441,226	$-1,398,717
2022	$6,453,990	$8,938,082	$106,510,410	$-2,484,092
2021	$17,493,238	$6,177,183	$120,506,771	$11,316,055
2020	$10,361,868	$6,552,620	$96,772,994	$3,809,248
2019	$7,773,765	$8,751,900	$84,748,206	$-978,135
2018	$7,013,297	$8,310,449	$75,547,832	$-1,297,152

NATIONAL ACADEMY OF ENGINEERING FUND