NATIVE AMERICAN FINANCIAL SERVICES ASSOCIATION (EIN 455572815) - 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

2012

Legal Domicile

Principal Officer

GARY DAVIS

Phone

2027530300

Tax Period

2023-01-01 to 2023-12-31

NATIVE AMERICAN FINANCIAL SERVICES ASSOCIATION, founded in 2012, is a small nonprofit in the Public & Societal Benefit sector that reported $651K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $607K left a modest 7% surplus.

Mission

TO ADVOCATE FOR TRIBAL SOVEREIGNTY, PROMOTE RESPONSIBLE FINANCIAL SERVICES, AND PROVIDE BETTER ECONOMIC OPPORTUNITY IN INDIAN COUNTRY FOR THE BENEFIT OF TRIBAL COMMUNITIES.

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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 $651,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $651,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $504,365

Fundraising Expenses $0

Other Expenses $102,565

TOTAL EXPENSES $606,930

Year-over-Year Comparison

	2023	2022	Change
Revenue	$651,000	$755,710	-0.1%
Expenses	$606,930	$772,855	-0.2%
Net Income	$44,070	$-17,145	-3.6%

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

$365,382

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN R SHOTTON	CHAIRMAN	2.00	Officer Director	$0	$0	$0
SANDRA KNIGHT	VICE-CHAIRPE	2.00	Officer Director	$0	$0	$0
WILLIAM STONE	TREASURER	2.00	Officer Director	$0	$0	$0
DONALD DUNCAN	SECRETARY	2.00	Officer Director	$0	$0	$0
MARK N FOX	DIRECTOR	1.00	Director	$0	$0	$0
LORI BAKER	DIRECTOR	1.00	Director	$0	$0	$0
TED RUSSETTE	DIRECTOR	1.00	Director	$0	$0	$0
GARY DAVIS	EXECUTIVE DI	40.00	Officer	$365,382	$0	$365,382

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	$651,000	$606,930	$244,012	$44,070
2022	$755,710	$772,855	$154,942	$-17,145
2021	$793,241	$743,223	$167,087	$50,018
2020	$765,430	$753,272	$117,069	$12,158
2019	$961,397	$957,047	$110,024	$4,350
2018	$1,077,729	$1,063,440	$135,235	$14,289

NATIVE AMERICAN FINANCIAL SERVICES ASSOCIATION