NATIONAL ASSOCIATION OF FOREIGN - TRADE ZONES (EIN 237417702) - 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

Principal Officer

JEFFREY TAFEL

Phone

2023311950

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF FOREIGN - TRADE ZONES, founded in 1973, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 6% surplus.

Mission

PROMOTE AND IMPROVE FOREIGN TRADE ZONES TO FOSTER BUSINESS GROWTH AND ECONOMIC DEVELOPMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,545,244

Investment Income $30,123

Other Revenue $20,498

TOTAL REVENUE $1,595,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $702,111

Fundraising Expenses $0

Other Expenses $802,649

TOTAL EXPENSES $1,504,760

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,595,865	$1,475,725	+0.1%
Expenses	$1,504,760	$1,508,837	0.0%
Net Income	$91,105	$-33,112	-3.8%

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

150

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

$176,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY TAFEL	PRESIDENT	50.00	Officer	$176,000	$0	$176,000
KATIE TANGMAN	CHAIR	4.00	Officer Director	$0	$0	$0
PATRICIA CANNON	VICE CHAIR	4.00	Officer Director	$0	$0	$0
LEIGH RYAN	TREASURER	4.00	Officer Director	$0	$0	$0
DIANA URELIUS	SECRETARY	4.00	Officer Director	$0	$0	$0
JAMES GROGAN	IMMED. PAST	1.00	Director	$0	$0	$0
ROBERT BALLI	DIRECTOR	1.00	Director	$0	$0	$0
SEAN LYDON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MIGUEL ZAMORA II	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM CAWTHERN	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE CONVERSE	DIRECTOR	1.00	Director	$0	$0	$0
SHANA HEAD	DIRECTOR	1.00	Director	$0	$0	$0
ILEANA KLEPEISZ	DIRECTOR	1.00	Director	$0	$0	$0
SARAH MESSEIH	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA MISERENDINO	DIRECTOR	1.00	Director	$0	$0	$0
KELLY STEWARD	DIRECTOR	1.00	Director	$0	$0	$0
TREY BORING	PARLIAMENTAR	4.00	Officer 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	$1,595,865	$1,504,760	$2,362,668	$91,105
2023	$1,475,725	$1,508,837	$2,003,941	$-33,112
2022	$1,318,597	$1,409,998	$2,418,738	$-91,401
2021	$956,043	$939,368	$1,539,519	$16,675
2020	$858,019	$994,395	$1,444,921	$-136,376
2019	$1,539,386	$1,411,042	$1,703,923	$128,344
2018	$1,526,286	$1,311,751	$1,459,860	$214,535

NATIONAL ASSOCIATION OF FOREIGN - TRADE ZONES