National Court Reporters Association (EIN 362213239) - 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

1904

Legal Domicile

Principal Officer

Daphne I Rothstein

Phone

7035566272

Tax Period

2024-01-01 to 2024-12-31

National Court Reporters Association, founded in 1904, is a community nonprofit that reported $5.7M in total revenue in fiscal year 2018.

Mission

NCRA promotes excellence among those who capture and convert the spoken word to text and is committed to supporting every member in achieving the highest level of professional expertise.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,285,416

Investment Income $268,472

Other Revenue $50,323

TOTAL REVENUE $4,604,211

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $2,853,378

Fundraising Expenses $0

Other Expenses $2,069,773

TOTAL EXPENSES $4,927,151

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,604,211	$4,743,565	0.0%
Expenses	$4,927,151	$4,854,471	+0.0%
Net Income	$-322,940	$-110,906	+1.9%

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

200

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

$304,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Keith Lemons	Current President	2.00	Officer Director	$0	$0	$0
Cindy Issacsen	President - Elect	6.00	Officer Director	$0	$0	$0
Cathy Penniston	Vice President	8.00	Officer Director	$0	$0	$0
Stacey Potenza	Secretary-Treasurer	6.00	Officer Director	$0	$0	$0
Kristin Anderson	Immediate Past President	4.00	Officer Director	$0	$0	$0
Randi Ann Harvey	Director	2.00	Director	$0	$0	$0
Kelly Linkowski	Director	2.00	Director	$0	$0	$0
Lynette Mueller	Director	2.00	Director	$0	$0	$0
Carol Naughton	Director	2.00	Director	$0	$0	$0
Margary Rogers	Director	2.00	Director	$0	$0	$0
Patricia White	Director	2.00	Director	$0	$0	$0
Dave Wenhold	Executive Director	35.50	Officer	$304,000	$0	$304,000
John N Dripps	Past VP, Finance & Human Resources	37.50	Highest	$148,976	$16,161	$165,137
Cynthia Bruce Andrews	Sr. Director, Education & Certification	37.50	Highest	$138,514	$17,916	$156,430
Laura J Butler	Director, Governance	37.50	Highest	$112,655	$27,122	$139,777
Amy T Davidson	Director, Certification & Testing	37.50	Highest	$106,273	$34,252	$140,525
Jacqueline A Schmitdt	Managing Editor	37.50	Highest	$100,652	$34,235	$134,887

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	$4,604,211	$4,927,151	$8,042,258	$-322,940
2023	$4,743,565	$4,854,471	$8,452,403	$-110,906
2022	$4,515,803	$5,143,730	$7,821,833	$-627,927
2021	$5,357,808	$5,003,437	$9,901,369	$354,371
2020	$5,024,077	$4,504,643	$9,322,016	$519,434
2019	$5,469,904	$5,053,298	$8,564,877	$416,606
2018	$5,722,957	$5,628,675	$7,827,767	$94,282

National Court Reporters Association