NATL ASSOC OF MUNICIPAL ADVISORS (EIN 383019504) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

HEIDI AMSPAUGH

Phone

8447706262

Tax Period

2023-01-01 to 2023-12-31

NATL ASSOC OF MUNICIPAL ADVISORS, founded in 1992, is a small nonprofit that reported $115K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $62K, a strong 54% operating margin.

Mission

EDUCATION AND INSTRUCTION OF ITS MEMBERS ON MUNICIPAL FINANCE MARKET, POLICY, AND REGULATORY ISSUES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $114,900

Program Service Revenue $0

Investment Income $572

Other Revenue $0

TOTAL REVENUE $115,472

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,833

Fundraising Expenses $0

Other Expenses $7,692

TOTAL EXPENSES $53,525

Year-over-Year Comparison

	2023	2022	Change
Revenue	$115,472	$121,719	-0.1%
Expenses	$53,525	$64,258	-0.2%
Net Income	$61,947	$57,461	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$45,833

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN GAFFNEY	EXECUTIVE DI	20.00	Officer	$45,833	$0	$45,833
HEIDI AMSPAUGH	PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT BEARDSLEY	NON-FIRM DIR	1.00	Director	$0	$0	$0
CHRISTINE CROWLEY	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARIANNE EDMONDS	DIRECTOR AT	1.00	Director	$0	$0	$0
ZOYA GARGIULO	DIRECTOR AT	1.00	Director	$0	$0	$0
ALEX HANDLERS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN OSOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
MAGGIE BURGER	PAST PRESIDE	1.00	Officer	$0	$0	$0
MICHAEL SUDSINA	TREASURER	1.00	Officer	$0	$0	$0
LINDSAY WALL	SECRETARY	1.00	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
2024	No data	No data	No data	No data
2023	$115,472	$53,525	$364,546	$61,947
2022	$121,719	$64,258	$302,599	$57,461
2021	$117,075	$53,020	$245,138	$64,055
2020	$22,122	$142,197	$181,083	$-120,075
2019	$306,618	$280,050	$301,158	$26,568
2018	$343,875	$260,831	$274,590	$83,044

NATL ASSOC OF MUNICIPAL ADVISORS