NATIONAL ASSOCIATION OF FEDERAL EQUITY RECEIVERS (EIN 252545454) - 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

2010

Legal Domicile

Principal Officer

JONATHAN PERLMAN

Phone

8887785933

Tax Period

2023-01-01 to 2023-12-31

NATIONAL ASSOCIATION OF FEDERAL EQUITY RECEIVERS, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $570K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $164K, a strong 29% operating margin.

Mission

TO PROVIDE A FORUM FOR FEDERAL EQUITY RECEIVERS TO CONSULT WITH ONE ANOTHER ON BEST PRACTICES.

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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 $0

Program Service Revenue $548,913

Investment Income $21,502

Other Revenue $0

TOTAL REVENUE $570,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $406,880

TOTAL EXPENSES $406,880

Year-over-Year Comparison

	2023	2022	Change
Revenue	$570,415	$515,232	+0.1%
Expenses	$406,880	$383,671	+0.1%
Net Income	$163,535	$131,561	+0.2%

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
JONATHAN PERLMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHY PHELPS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GEOFF WINKLER	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFF BRANDLIN	TREASURER	1.00	Officer Director	$0	$0	$0
HERNAN SERRANO	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
KYRA ANDRASSY	DIRECTOR	1.00	Director	$0	$0	$0
EDUARDO ESPINOSA	DIRECTOR	1.00	Director	$0	$0	$0
JOE GREKIN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN KENT	DIRECTOR	1.00	Director	$0	$0	$0
ALYSSON MILLS	DIRECTOR	1.00	Director	$0	$0	$0
MARIA YIP	DIRECTOR	1.00	Director	$0	$0	$0
PETER ZLOTNICK	DIRECTOR	1.00	Director	$0	$0	$0
JULIA DAMASCO	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER BRINKLEY	EXECUTIVE DIRECTOR	15.00	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
2024	No data	No data	No data	No data
2023	$570,415	$406,880	$822,501	$163,535
2022	$515,232	$383,671	$658,966	$131,561
2021	$425,242	$317,501	$529,801	$107,741
2020	$161,941	$164,762	$422,060	$-2,821
2019	$389,165	$304,556	$424,881	$84,609
2018	$487,642	$359,804	$340,272	$127,838

NATIONAL ASSOCIATION OF FEDERAL EQUITY RECEIVERS