NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOCIATION INC (EIN 470730228) - 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

1919

Legal Domicile

Principal Officer

JOSEPH BRADY

Phone

2027370900

Tax Period

2024-01-01 to 2024-12-31

NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOCIATION INC, founded in 1919, is a mid-sized nonprofit in the Unknown sector that reported $23.1M in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.1M, a strong 44% operating margin.

Mission

SEE PART III, LINE 1.

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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 $3,498,856

Program Service Revenue $18,346,946

Investment Income $1,215,704

Other Revenue $53,842

TOTAL REVENUE $23,115,348

Expense Breakdown

Grants Paid $758

Salaries & Benefits $5,242,113

Fundraising Expenses $0

Program Expenses $8,948,667

Other Expenses $7,769,321

TOTAL EXPENSES $13,012,192

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,115,348	$15,739,705	+0.5%
Expenses	$13,012,192	$11,298,527	+0.2%
Net Income	$10,103,156	$4,441,178	+1.3%

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

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

$896,028

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE M VAN BUSKIRK	PRESIDENT	8.00	Officer Director	$0	$0	$0
ELIZABETH BOWLING	TREASURER	8.00	Officer Director	$0	$0	$0
STEPHEN BOUCHARD	SECRETARY	8.00	Officer Director	$0	$0	$0
ANDREA SEIDT	DIRECTOR	8.00	Director	$0	$0	$0
ANDREW HARTNETT	DIRECTOR, (UNTIL 9/10/2024)	8.00	Director	$0	$0	$0
TOM COTTER	DIRECTOR, (UNTIL 9/10/2024)	8.00	Director	$0	$0	$0
JESSE DEVINE	DIRECTOR, (FROM 9/10/2024)	8.00	Director	$0	$0	$0
CLAIRE MCHENRY	DIRECTOR	8.00	Director	$0	$0	$0
MARNI ROCK GIBSON	DIRECTOR	8.00	Director	$0	$0	$0
MELANIE SENTER-LUBIN	DIRECTOR, (FROM 9/10/2024)	8.00	Director	$0	$0	$0
DIANE YOUNG-SPITZER	DIRECTOR, (UNTIL 9/10/2024)	8.00	Director	$0	$0	$0
HELEN JANE ANDERSON	DIRECTOR, (FROM 9/10/2024)	8.00	Director	$0	$0	$0
JOSEPH BRADY	EXECUTIVE DIRECTOR	40.00	Officer	$512,555	$74,299	$586,854
MARINA ALONSO-MENDOZA	DIR. OF FINANCE AND OPERATIONS	40.00	Officer	$253,548	$55,626	$309,174
VINCENTE MARTINEZ	GENERAL COUNSEL	40.00	Highest	$293,615	$79,805	$373,420
JAMES APISTOLAS	DIR. OF EDU, EVENTS, AND MEMBERSHIP	40.00	Highest	$206,454	$58,904	$265,358
ZACHARY KNEPPER	DEPUTY GENERAL COUNSEL	40.00	Highest	$227,752	$32,333	$260,085
KRISTEN HUTCHENS	DIR. OF POLICY AND GOVERNMENT AFFAIRS	40.00	Highest	$197,889	$36,065	$233,954
FREDERICK BALDASARRO	DIR. OF COMMUNICATIONS	40.00	Highest	$202,830	$28,467	$231,297

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	$23,115,348	$13,012,192	$49,034,976	$10,103,156
2023	$15,739,705	$11,298,527	$36,598,745	$4,441,178
2022	$14,184,404	$8,793,531	$29,913,852	$5,390,873
2021	$12,337,192	$6,430,677	$25,487,836	$5,906,515
2020	$7,833,508	$5,639,145	$19,059,883	$2,194,363
2019	$8,626,495	$7,365,066	$16,006,481	$1,261,429
2018	$9,104,691	$7,016,387	$13,606,609	$2,088,304

NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOCIATION INC