NATIONAL SCHOOL BOARDS ASSOCIATION (EIN 362210015) - 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

1949

Legal Domicile

Principal Officer

MCCOTTER-JACOBS VERJEANA

Phone

7038386722

Tax Period

2023-01-01 to 2023-12-31

NATIONAL SCHOOL BOARDS ASSOCIATION, founded in 1949, is a mid-sized nonprofit in the Education sector that reported $18.8M in total revenue in fiscal year 2018. Expenses of $17.2M left a modest 8% surplus.

Mission

THE PREMIER ADVOCATE FOR PUBLIC EDUCATION.

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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 $0

Program Service Revenue $7,707,796

Investment Income $676

Other Revenue $1,019,138

TOTAL REVENUE $8,727,610

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,263,855

Fundraising Expenses $0

Program Expenses $10,759,735

Other Expenses $7,946,061

TOTAL EXPENSES $12,209,916

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,727,610	$14,416,314	-0.4%
Expenses	$12,209,916	$14,089,899	-0.1%
Net Income	$-3,482,306	$326,415	-11.7%

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

$391,920

Total Directors

Key Employees

$897,403

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK S HENDERSON	IMMEDIATE PAST PRESIDENT	5.00	Director	$0	$0	$0
SAMI-AL-ABDRABBUH	REGIONAL DIRECTOR - PACIFIC	2.00	Director	$0	$0	$0
BECKY FLES	REGIONAL DIRECTOR - NE REG	2.00	Director	$0	$0	$0
FLOR DIAZ SMITH	DIRECTOR - EASTERN	2.00	Director	$0	$0	$0
MARVYN JARAMILLO	DIRECTOR - CENTRAL	2.00	Director	$0	$0	$0
MATTHEW RUSSELL SHOWALTER	REGIONAL DIRECTOR - CENTRAL	2.00	Director	$0	$0	$0
PETER HOEPFNER	REGIONAL DIRECTOR - PACIFIC	2.00	Director	$0	$0	$0
KRISTI SWETT	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARNIE J MARALDO	REGIONAL DIRECTOR - PACIFIC	2.00	Director	$0	$0	$0
DEVIN SHEEHAN	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
LEONARD LOCKHART	DIRECTOR - EASTERN	2.00	Director	$0	$0	$0
ERIC STROEDER	REGIONAL DIRECTOR - WESTERN REGION	2.00	Director	$0	$0	$0
LYDIA TEDONE	REGIONAL DIRECTOR - NE REG	2.00	Director	$0	$0	$0
GILL GARRET	EX OFFICIO VOTING DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL JAIME	EX OFFICIO VOTING DIRECTOR	2.00	Director	$0	$0	$0
MILDRED LEFEBVRE	EX OFFICIO VOTING DIRECTOR	2.00	Director	$0	$0	$0
STEVEN BAILEY	EX OFFICIO VOTING DIRECTOR	2.00	Director	$0	$0	$0
STEVE CORONA	SECRETARY TREASURER	5.00	Officer Director	$0	$0	$0
MARVYN JARAMILLO	DIRECTOR - CENTRAL	2.00	Director	$0	$0	$0
MCCOTTER-JACOBS VERJEANA CAROL	EXECUTIVE DIRECTOR AND CEO	35.00	Officer	$367,636	$24,284	$391,920
NEGRON FRANCISCO M	CHIEF LEGAL OFFICER	35.00	Key Emp	$236,544	$41,094	$277,638
JOE RENEE B	INTERIM CHIEF TRANSFORMATION OFFICER	35.00	Key Emp	$236,581	$18,628	$255,209
HEIM JOHN	NSBA ADVOCACY OFFICER	35.00	Key Emp	$330,136	$34,420	$364,556
LUSTIG ADAM	MANAGING DIRECTOR, EQUITY PROGRAM	35.00	Highest	$148,801	$22,351	$171,152
GILMORE ERINA	SENIOR DIRECTOR, MARKETING & DESIGN	35.00	Highest	$127,007	$32,296	$159,303
CARTER TAMMY	SENIOR DIRECTOR, LEGAL SERVICES	35.00	Highest	$135,924	$18,278	$154,202
TRAINOR SONJA H	MANAGING DIRECTOR, LEGAL ADVOCACY	35.00	Highest	$186,457	$7,932	$194,389
CARTY VALARIE	MANAGING DIRECTOR, MEMBERSHIP & PROGRAM	35.00	Highest	$141,380	$19,255	$160,635

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	$8,727,610	$12,209,916	$9,830,467	$-3,482,306
2022	$14,416,314	$14,089,899	$15,109,353	$326,415
2021	$13,194,501	$12,698,696	$13,196,789	$495,805
2020	$15,111,042	$13,674,499	$12,371,027	$1,436,543
2019	$19,241,395	$17,251,748	$13,752,980	$1,989,647
2018	$18,775,648	$17,247,185	$13,398,045	$1,528,463

NATIONAL SCHOOL BOARDS ASSOCIATION