NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS INC (EIN 351629277) - 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

1983

Legal Domicile

Principal Officer

KATHRYN DATTOMO

Phone

8474835400

Tax Period

2023-09-01 to 2024-08-31

NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS INC, founded in 1983, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2023. Expenses of $3.8M left a modest 5% surplus.

Mission

WE PROVIDE NETWORKING OPPORTUNITIES, EDUCATION, BUSINESS DEVELOPMENT, AND ADVOCACY TO PROMOTE THE PROFESSIONAL SUCCESS OF FEE-ONLY, COMPREHENSIVE FINANCIAL ADVISORS.

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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 $204,135

Program Service Revenue $3,500,481

Investment Income $219,444

Other Revenue $40,851

TOTAL REVENUE $3,964,911

Expense Breakdown

Grants Paid $0

Salaries & Benefits $995,823

Fundraising Expenses $0

Other Expenses $2,775,858

TOTAL EXPENSES $3,771,681

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,964,911	$4,158,261	0.0%
Expenses	$3,771,681	$4,265,642	-0.1%
Net Income	$193,230	$-107,381	-2.8%

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

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

$222,437

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTY ARCHULETA	DIRECTOR	1.00	Director	$0	$0	$0
JONI ALT	CHAIR-ELECT	1.00	Director	$0	$0	$0
WENDY HARTMAN	CHAIR-ELECT - PAST	2.00	Officer Director	$0	$0	$0
JEFF JONES	CHAIR - PAST	4.00	Officer Director	$0	$0	$0
DAPHNE JORDAN	CHAIR	1.00	Director	$0	$0	$0
DEVA PANAMBUR	SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
LAURA LION	DIRECTOR	1.00	Director	$0	$0	$0
BEN JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL HOLLAND	DIRECTOR	1.00	Director	$0	$0	$0
FERAUD CALIXTE	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE PINE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GIBNEY	DIRECTOR	1.00	Director	$0	$0	$0
ANN GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN DATTOMO	CEO	40.00	Officer	$188,835	$6,877	$195,712
LESLEY STOKES	INTERIM CEO - PAST	40.00	Officer	$25,824	$901	$26,725
KRISTIN KEITH	DIRECTOR OF EDUCATION	40.00	Highest	$113,776	$13,268	$127,044
EMILY HARRIS	DIRECTOR OF MARKETING	40.00	Highest	$108,839	$1,539	$110,378

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	$3,964,911	$3,771,681	$4,725,577	$193,230
2023	$4,158,261	$4,265,642	$4,459,776	$-107,381
2022	$3,753,347	$3,660,755	$4,361,699	$92,592
2021	$2,782,058	$2,686,842	$4,870,012	$95,216
2020	$3,136,338	$3,096,674	$4,415,379	$39,664
2019	$3,691,577	$3,763,591	$4,287,168	$-72,014
2018	$3,523,398	$3,631,052	$4,333,641	$-107,654

NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS INC