NATIONAL 8A ASSOCIATION (EIN 260898464) - 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

2007

Legal Domicile

Principal Officer

RONALD PERRY

Phone

9076468006

Tax Period

2023-01-01 to 2023-12-31

NATIONAL 8A ASSOCIATION, founded in 2007, is a community nonprofit in the Community Improvement sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $497K, a strong 23% operating margin.

Mission

THE NATIONAL 8(A) ASSOCIATION MISSION IS TO PROVIDE EDUCATION AND GUIDANCE FOR ALL ASPIRING, CURRENT, AND GRADUATE 8(A) BUSINESSES. WE ARE ALSO PROUD TO WORK WITH HUBZONE, SDVOB, SDB, WOSB, DBE, 8(A) JOINT VENTURE, FEDERAL AGENCIES, PRIME CONTRACTORS, INDUSTRY PROFESSIONALS, AND BUSINESS VENDORS.

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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 $258,200

Program Service Revenue $1,917,198

Investment Income $30,414

Other Revenue $0

TOTAL REVENUE $2,205,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,684,671

Other Expenses $1,708,849

TOTAL EXPENSES $1,708,849

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,205,812	$1,410,438	+0.6%
Expenses	$1,708,849	$1,306,102	+0.3%
Net Income	$496,963	$104,336	+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

N/A

Volunteers

N/A

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
RONALD PERRY	PRES/VP	N/A	Officer Director	$0	$0	$0
JOHN RATHJEN	SECRETARY	N/A	Officer Director	$0	$0	$0
MATTHEW FAGNANI	TREASURER	N/A	Director	$0	$0	$0
GREG STRIKE	BOARD MEMBER	N/A	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	No data	No data	No data	No data
2023	$2,205,812	$1,708,849	$3,026,946	$496,963
2022	$1,410,438	$1,306,102	$2,455,291	$104,336
2021	$634,944	$540,068	$1,840,560	$94,876
2020	$1,037,128	$687,184	$1,259,592	$349,944
2019	$1,691,837	$1,310,198	$1,335,920	$381,639
2018	$1,126,429	$1,038,040	$957,902	$88,389

NATIONAL 8A ASSOCIATION