NATIONAL ASSOCIATION OF ASSET MANA… - Form 990 Financial Data

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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

1988

Legal Domicile

Principal Officer

ERIC MILLER

Phone

8882920831

Tax Period

2025-01-01 to 2025-12-31

NATIONAL ASSOCIATION OF ASSET MANAGEMENT & FIELD SERVICES INC, founded in 1988, is a small nonprofit that reported $222K in total revenue in fiscal year 2025. Revenue decreased 9% compared to the prior year. Expenses of $245K exceeded revenue, resulting in a 10% operating deficit.

Mission

TRADE ASSOCIATION

Program Service Accomplishments

Program 1

THE NATIONAL ASSOCIATION OF ASSET MANAGEMENT & FIELD SERVICES, INC. WAS ESTABLISHED TO ENCOURAGE SOUND AND ETHICAL BUSINESS PRACTICES IN THE MORTGAGE FIELD SERVICES INDUSTRY. THE ASSOCIATION SPONSORS MEETINGS AND EDUCATIONAL PROGRAMS TO PROVIDE THE OPPORTUNITY FOR NETWORKING WITHIN THE INDUSTRY AND TO ENCOURAGE EDUCATION ABOUT BEST PRACTICES. THE ASSOCIATION COOPERATES WITH PUBLIC AND PRIVATE AGENCIES IN THE ESTABLISHMENT OF SOUND FIELD SERVICE 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 (2025)

Revenue Breakdown

Contributions & Grants $70,680

Program Service Revenue $150,197

Investment Income $944

Other Revenue $0

TOTAL REVENUE $221,821

Expense Breakdown

Grants Paid $0

Salaries & Benefits $118,179

Fundraising Expenses $0

Other Expenses $126,551

TOTAL EXPENSES $244,730

Year-over-Year Comparison

	2025	2024	Change
Revenue	$221,821	$243,691	-0.1%
Expenses	$244,730	$235,933	+0.0%
Net Income	$-22,909	$7,758	-4.0%

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

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

$110,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIS SMITH	PRESIDENT	8.00	Officer Director	$0	$0	$0
SCOTT GILBERT	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
SUZANNE PHILLIPS	SECRETARY	4.00	Officer Director	$0	$0	$0
PAUL MAGAHA	TREASURER	4.00	Officer Director	$0	$0	$0
TIM MEYER	DIRECTOR	2.00	Director	$0	$0	$0
TONY D'AURELIO	DIRECTOR	2.00	Director	$0	$0	$0
COLLIN HARBOUR	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK SOCKOL	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE McPHERSON	DIRECTOR	2.00	Director	$0	$0	$0
AL FREEDMAN	DIRECTOR	2.00	Director	$0	$0	$0
KYLE McGRATH	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN McPERSON	DIRECTOR	2.00	Director	$0	$0	$0
KEITH O'DONNELL	DIRECTOR	2.00	Director	$0	$0	$0
STEVE SCHMIDT	DIRECTOR	2.00	Director	$0	$0	$0
ADAM MILES	DIRECTOR AND IMMEDIATE PAST PRESIDENT	2.00	Director	$0	$0	$0
ERIC MILLER	EXECUTIVE DIRECTOR	40.00	Key Emp	$110,000	$0	$110,000

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	$221,821	$244,730	$65,123	$-22,909
2024	$243,691	$235,933	$87,020	$7,758
2023	$267,958	$273,392	$78,058	$-5,434
2022	$209,401	$271,505	$83,623	$-62,104
2021	$178,531	$180,886	$145,727	$-2,355
2020	$162,981	$142,557	$148,135	$20,424
2019	$357,509	$362,557	$134,797	$-5,048

NATIONAL ASSOCIATION OF ASSET MANAGEMENT & FIELD SERVICES INC