NATIONAL ASSOCIATION OF STATE INVE… - Form 990 Financial Data

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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

2004

Legal Domicile

Principal Officer

ROBERT BRACKENBURY

Phone

6059969646

Tax Period

2023-07-01 to 2024-06-30

NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $319K in total revenue in fiscal year 2023. Revenue surged 141% from the prior year, signaling strong growth momentum. Expenses of $289K left a modest 9% surplus.

Mission

EXCHANGE INFORMATION REGARDING INVESTMENT MANAGEMENT AND OTHER PURPOSES FOR STATE INVESTMENT OFFICERS.

Program Service Accomplishments

Program 1

Expenses: $270,712

THE PURPOSE OF THE STATE PENSION INVESTMENT ORGANIZATION IS TO EXCHANGE INFORMATION REGARDING INVESTMENT MANAGEMENT AND OPERATIONS, RELATED LEGISLATIVE ACTIVITIES, PORTFOLIO GROWTH AND PERFORMANCE...

THE PURPOSE OF THE STATE PENSION INVESTMENT ORGANIZATION IS TO EXCHANGE INFORMATION REGARDING INVESTMENT MANAGEMENT AND OPERATIONS, RELATED LEGISLATIVE ACTIVITIES, PORTFOLIO GROWTH AND PERFORMANCE, AND OTHER RELATED ISSUES THAT IMPACT THE RESPECTIVE FUNDS AND INVESTMENT PORTFOLIOS MANAGED BY MEMBERS OF THE CORPORATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $315,712

Investment Income $3,392

Other Revenue $0

TOTAL REVENUE $319,104

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $270,712

Other Expenses $289,458

TOTAL EXPENSES $289,458

Year-over-Year Comparison

	2023	2022	Change
Revenue	$319,104	$132,662	+1.4%
Expenses	$289,458	$207,749	+0.4%
Net Income	$29,646	$-75,087	-1.4%

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

N/A

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
MIKE CHARETTE	PFDE CHAIR	1.00	Director	$0	$0	$0
MATT CLARK	SENIOR DIRECTOR	1.00	Director	$0	$0	$0
LANEY SANDERS	AT LARGE	1.00	Director	$0	$0	$0
SAM MASOUDI	HOST DIRECTOR	1.00	Director	$0	$0	$0
RICHELLE SUGIYAMA	NASIP LIAISON	1.00	Director	$0	$0	$0
STAN RUPNIK	HOST DIRECTOR	1.00	Director	$0	$0	$0
ROBERT BRACKENBURY	TREASURER	1.00	Officer	$0	$0	$0
JEB BURNS	VICE CHAIR	1.00	Officer	$0	$0	$0
TJ CARLSON	CHAIR	1.00	Officer	$0	$0	$0
ALLYSON TUCKER	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
2025	No data	No data	No data	No data
2024	$319,104	$289,458	$321,200	$29,646
2023	$132,662	$207,749	$274,054	$-75,087
2022	$85,017	$86,453	$438,891	$-1,436
2021	$17	$40,101	$458,827	$-40,084
2020	$182,075	$122,816	$481,411	$59,259
2019	$256,680	$217,185	$423,152	$39,495

NATIONAL ASSOCIATION OF STATE INVESTMENT OFFICERS