North American Society of Adlerian Psychology (EIN 366116412) - 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

1951

Legal Domicile

Principal Officer

Hallie Williams

Phone

9895726854

Tax Period

2025-01-01 to 2025-12-31

North American Society of Adlerian Psychology, founded in 1951, is a small nonprofit in the Mental Health sector that reported $159K in total revenue in fiscal year 2025. Net assets of $466K represent 35 months of operating reserves.

Mission

Education of Members

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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 $63,300

Program Service Revenue $75,860

Investment Income $17,393

Other Revenue $2,397

TOTAL REVENUE $158,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,604

Fundraising Expenses $0

Program Expenses $114,302

Other Expenses $114,774

TOTAL EXPENSES $157,378

Year-over-Year Comparison

	2025	2024	Change
Revenue	$158,950	N/A	N/A
Expenses	$157,378	N/A	N/A
Net Income	$1,572	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Belangee	Executive Director	25.00	Director	$0	$0	$0
Miosotis Cotto	Affiliate Liaison	2.00	Director	$0	$0	$0
Constance Victor	Section Liaison	2.00	Director	$0	$0	$0
Hallie Williams	President	2.00	Officer	$0	$0	$0
Ted Warstadt	Vice President	2.00	Officer	$0	$0	$0
Susie Willis	Secretary	2.00	Officer	$0	$0	$0
Corey Frantz	Treasurer	2.00	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
2025	$158,950	$157,378	$466,118	$1,572
2024	$133,737	$164,110	$454,922	$-30,373
2023	$169,800	$165,602	$414,915	$4,198
2022	$206,120	$200,757	$360,774	$5,363
2022	$45,876	$44,236	$376,195	$1,640
2021	$144,502	$166,301	$483,958	$-21,799
2020	$115,974	$78,729	$386,658	$37,245
2019	$141,696	$103,787	$380,333	$37,909
2018	$191,507	$139,423	$365,198	$52,084

North American Society of Adlerian Psychology