NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA (EIN 310823849) - 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

1907

Legal Domicile

Principal Officer

MEGAN PARSONS

Phone

8609861274

Tax Period

2024-01-01 to 2024-12-31

NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA, founded in 1907, is a small nonprofit that reported $697K in total revenue in fiscal year 2024. Expenses of $606K left a modest 13% surplus.

Mission

TO ADVANCE THE THEORY AND PRACTICE OF PUBLIC FINANCE.

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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 $273,321

Program Service Revenue $360,195

Investment Income $14,869

Other Revenue $48,358

TOTAL REVENUE $696,743

Expense Breakdown

Grants Paid $17,594

Salaries & Benefits $2,500

Fundraising Expenses $0

Program Expenses $490,545

Other Expenses $586,314

TOTAL EXPENSES $606,408

Year-over-Year Comparison

	2024	2023	Change
Revenue	$696,743	$650,864	+0.1%
Expenses	$606,408	$573,939	+0.1%
Net Income	$90,335	$76,925	+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

$2,500

Total Directors

$2,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER BLOUIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAPHNE KENYON	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES MACKIE	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
PETER MERRILL	FIRST VP	1.00	Officer Director	$0	$0	$0
KIM REUBEN	SECOND VP	1.00	Officer Director	$0	$0	$0
CHRISTINE DOBRIDGE	SECRETARY	1.00	Officer Director	$0	$0	$0
LAURA KAWANO	TREASURER	1.00	Officer Director	$2,500	$0	$2,500
KATARZYNA BILICKA	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN DEAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JACOB GOLDIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL HEMEL	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF HOOPES	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY HOOVER	BOARD MEMBER	1.00	Director	$0	$0	$0
CHYE CHING HUANG	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGARET JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA LESTER	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANCINE LIPMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LI LUI	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD PRISINZANO	BOARD MEMBER	1.00	Director	$0	$0	$0
NIRUPAMA RAO	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN TOWERY	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL UDELL	BOARD MEMBER	1.00	Director	$0	$0	$0
TARA SHEEHAN	EXECUTIVE DIRECTOR	8.00	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	$696,743	$606,408	$1,085,361	$90,335
2023	$650,864	$573,939	$727,485	$76,925
2022	$227,967	$304,797	$634,292	$-76,830
2021	$288,870	$261,541	$838,357	$27,329
2020	$358,141	$309,338	$789,612	$48,803
2019	$561,123	$593,691	$643,896	$-32,568
2018	$543,375	$602,399	$785,709	$-59,024

NATIONAL TAX ASSOCIATION - TAX INSTITUTE OF AMERICA