NATIONAL ASSOCIATION OF ELEVATOR CONTRACTORS INC (EIN 430716086) - 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

1952

Legal Domicile

Principal Officer

RENA COZART

Phone

7707609660

Tax Period

2024-07-01 to 2025-06-30

NATIONAL ASSOCIATION OF ELEVATOR CONTRACTORS INC, founded in 1952, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $862K, a strong 19% operating margin.

Mission

TO SERVE THE INTERESTS OF THE ELEVATOR, ESCALATOR AND ACCESSIBILITY EQUIPMENT INDUSTRY BY PROMOTING SAFE AND RELIABLE VERTICAL TRANSPORTATION THROUGH EDUCATION, NETWORKING WITH PEERS AND EXPOSURE TO NEW TECHNOLOGIES. THE VISION OF NAEC IS TO BE THE PREMIER ASSOCIATION THAT PROVIDES SAFETY, TRAINING AND EDUCATION TO ALL FACETS OF THE ELEVATOR, ESCALATOR AND ACCESSIBILITY EQUIPMENT INDUSTRY.

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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 $4,398,769

Investment Income $76,109

Other Revenue $0

TOTAL REVENUE $4,474,878

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,312,519

Fundraising Expenses $0

Program Expenses $3,161,805

Other Expenses $2,300,031

TOTAL EXPENSES $3,612,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,474,878	$3,521,308	+0.3%
Expenses	$3,612,550	$2,797,594	+0.3%
Net Income	$862,328	$723,714	+0.2%

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

100

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

$367,538

Total Directors

Key Employees

$197,192

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRAVIS CARLISLE	SECRETARY	1.00	Officer Director	$0	$0	$0
AMY DIPAOLO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PHILLIP ISAAC	DIRECTOR	0.25	Director	$0	$0	$0
WILLIAM D MCGRATH	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANITA SEYMOUR	TREASURER	1.00	Officer Director	$0	$0	$0
MATTHEW R YELLAND	DIRECTOR	0.25	Director	$0	$0	$0
BLAKE PILGRIM	VICE TREASURER/DIRECTOR	0.25	Director	$0	$0	$0
MATT HOLLINSHEAD	DIRECTOR	0.25	Director	$0	$0	$0
TERU IRVIN	DIRECTOR	0.25	Director	$0	$0	$0
DENNIS LOTTER	DIRECTOR	0.25	Director	$0	$0	$0
JACK O'SHEA	DIRECTOR	0.25	Director	$0	$0	$0
EVAN PETROWER	DIRECTOR	0.25	Director	$0	$0	$0
VERONICA QUARELES	DIRECTOR	0.25	Director	$0	$0	$0
RENA COZART	EXECUTIVE DIRECTOR	40.00	Officer	$192,175	$30,875	$223,050
AMANDA SMITH	DEPUTY DIRECTOR	40.00	Officer	$120,278	$24,210	$144,488
DAVID E SMARTE	KEY EMPLOYEE	40.00	Key Emp	$188,773	$8,419	$197,192
LORI WOLKING	KEY EMPLOYEE	40.00	Highest	$106,794	$6,028	$112,822

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	$4,474,878	$3,612,550	$6,329,115	$862,328
2024	$3,521,308	$2,797,594	$5,565,752	$723,714
2023	$3,213,271	$2,695,006	$3,852,377	$518,265
2022	$2,630,792	$2,401,249	$3,106,868	$229,543
2021	$1,612,884	$1,673,379	$2,674,774	$-60,495

NATIONAL ASSOCIATION OF ELEVATOR CONTRACTORS INC