SOCIETY FOR PERSONALITY ASSESSMENT FOUNDATION (EIN 300203285) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

NATHAN VICTORIA

Phone

7035344772

Tax Period

2023-01-01 to 2023-12-31

SOCIETY FOR PERSONALITY ASSESSMENT FOUNDATION, founded in 2003, is a small nonprofit in the Social Science sector that reported $993K in total revenue in fiscal year 2022. Revenue surged 2633% from the prior year, signaling strong growth momentum. The organization ran a surplus of $198K, a strong 20% operating margin.

Mission

THE MISSION IS TO ADVANCE THE EVIDENCE-BASED PRACTICE OF PERSONALITY ASSESSMENT THROUGH RESEARCH, EDUCATION, TRAINING, AND ADVOCACY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $396,337

Program Service Revenue $460,538

Investment Income $0

Other Revenue $0

TOTAL REVENUE $856,875

Expense Breakdown

Grants Paid $52,455

Salaries & Benefits $363,823

Fundraising Expenses $46,898

Program Expenses $690,645

Other Expenses $498,377

TOTAL EXPENSES $914,655

Year-over-Year Comparison

	2023	2022	Change
Revenue	$856,875	$993,423	-0.1%
Expenses	$914,655	$795,517	+0.1%
Net Income	$-57,780	$197,906	-1.3%

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

135

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

$156,458

Total Directors

$156,458

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATHAN VICTORIA	CHIEF EXECUTIVE OFFICER	035.00	Officer Director	$150,000	$6,458	$156,458
A JILL CLEMENCE	PRESIDENT	001.00	Officer Director	$0	$0	$0
JAIME ANDERSON	SECRETARY	001.00	Officer Director	$0	$0	$0
TAYLA TC LEE	TREASURER	001.00	Officer Director	$0	$0	$0
JAN KAMPHUIS	PRESIDENT ELECT	001.00	Officer Director	$0	$0	$0
JOHN MCNULTY	IMMED PAST PRESIDENT	000.25	Officer Director	$0	$0	$0
NICOLE CAIN	BOARD MEMBER	000.25	Director	$0	$0	$0
LEONARD SIMMS	BOARD MEMBER	000.25	Director	$0	$0	$0
KSERA DYETTE	BOARD MEMBER	000.25	Director	$0	$0	$0
KATIE C LEWIS	BOARD MEMBER	000.25	Director	$0	$0	$0
KINSHASA BENNETT	BOARD MEMBER	000.25	Director	$0	$0	$0
ABBY MULAY	BOARD MEMBER	000.25	Director	$0	$0	$0
KATHERINE M THOMAS	BOARD MEMBER	000.25	Director	$0	$0	$0
A JORDAN WRIGHT	BOARD MEMBER	000.25	Director	$0	$0	$0
ESIN ASAN	BOARD MEMBER	000.25	Director	$0	$0	$0
MARTIN SELLBOM	BOARD MEMBER	000.25	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	$856,875	$914,655	$581,074	$-57,780
2022	$993,423	$795,517	$412,733	$197,906

SOCIETY FOR PERSONALITY ASSESSMENT FOUNDATION