NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC (EIN 391342053) - 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

1979

Legal Domicile

Principal Officer

MATT BONE

Phone

9207491040

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC, founded in 1979, is a mid-sized nonprofit that reported $13.2M in total revenue in fiscal year 2024.

Mission

NATP EXISTS TO BE THE MOST RELIABLE RESOURCE FOR GAINING AND DEVELOPING PROFESSIONAL TAX EXPERTISE. WE STRIVE TO SUPPORT OUR MEMBERS THROUGH RELEVANT CONTENT AND RESOURCES, EFFECTIVE ADVOCACY, AND THE RELATIONSHIPS THEY NEED TO SUCCEED PROFESSIONALLY AND PERSONALLY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $12,581,127

Investment Income $411,195

Other Revenue $196,141

TOTAL REVENUE $13,188,463

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,856,810

Fundraising Expenses $0

Other Expenses $6,515,055

TOTAL EXPENSES $13,371,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,188,463	$12,458,329	+0.1%
Expenses	$13,371,865	$12,506,461	+0.1%
Net Income	$-183,402	$-48,132	+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

566

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

$705,914

Total Directors

$108,987

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA STEVENS	DIRECTOR	4.00	Director	$10,800	$0	$10,800
CHARLES MARKHAM	TREASURER	5.00	Officer Director	$7,200	$0	$7,200
DOROTHY HAVEY	VICE PRESIDENT	5.00	Officer Director	$10,910	$0	$10,910
JACKIE SANDERS	SECRETARY	5.00	Officer Director	$10,400	$0	$10,400
JAMIEE HAMMER	PRESIDENT	5.00	Officer Director	$15,662	$0	$15,662
JAMES VANN	DIRECTOR	4.00	Director	$12,015	$0	$12,015
MELISSA BOWMAN	DIRECTOR	4.00	Director	$9,200	$0	$9,200
RICH MORING III	DIRECTOR	4.00	Director	$8,800	$0	$8,800
SHERRI HOSKISSON	DIRECTOR	4.00	Director	$12,000	$0	$12,000
LAVETA SCHERER	DIRECTOR	4.00	Director	$12,000	$0	$12,000
MATTHEW BONE	DIRECTOR OF FINANCE	50.00	Officer	$166,159	$24,374	$190,533
SCOTT ARTMAN	CEO	50.00	Officer	$425,294	$45,915	$471,209
JENNIFER VAN ELZEN	DIR. OF MEMBER RELATIONS	50.00	Highest	$158,728	$45,928	$204,656
JERRY SPARKMAN	DIRECTOR OF IT	50.00	Highest	$174,635	$6,984	$181,619
NANCY KASTEN	DIRECTOR OF MKTG, COMM	50.00	Highest	$158,055	$43,690	$201,745
TOM O'SABEN	DIR. OF TAX CONTENT	50.00	Highest	$175,159	$37,894	$213,053

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	$13,188,463	$13,371,865	$14,865,736	$-183,402
2023	$12,458,329	$12,506,461	$14,628,427	$-48,132
2022	$12,174,297	$11,819,048	$14,267,575	$355,249
2021	$11,606,289	$9,977,371	$15,322,195	$1,628,918
2020	$8,637,127	$7,862,511	$12,954,286	$774,616
2019	$10,380,538	$10,161,564	$11,163,143	$218,974
2018	$10,374,789	$9,764,258	$10,923,931	$610,531

NATIONAL ASSOCIATION OF TAX PROFESSIONALS INC