NASEO INSTITUTE INC

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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

2015

Legal Domicile

Principal Officer

DAVID TERRY

Phone

7032998800

Tax Period

2024-10-01 to 2025-09-30

NASEO INSTITUTE INC, founded in 2015, is a small nonprofit in the Education sector that reported $863K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $133K, a strong 15% operating margin.

Mission

NASEO INSTITUTE, INC WAS ORGANIZED FOR THE PURPOSE OF PROVIDING EDUCATION, TRAINING AND OUTREACH TO STATE ENERGY OFFICIALS

Program Service Accomplishments

Program 1

Expenses: $199,785 Revenue: $305,861

ANNUAL MEETING

Program 2

Expenses: $279,911 Revenue: $469,564

OUTLOOK MEETING

Program 3

Expenses: $150,000

STATE TERRITORY OFFICES

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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 $859,625

Investment Income $3,091

Other Revenue $0

TOTAL REVENUE $862,716

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $19,440

Fundraising Expenses $0

Program Expenses $687,672

Other Expenses $560,619

TOTAL EXPENSES $730,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$862,716	$1,191,992	-0.3%
Expenses	$730,059	$982,841	-0.3%
Net Income	$132,657	$209,151	-0.4%

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

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

$656,328

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCIS MURRAY	CHAIR	0.25	Officer Director	$0	$0	$0
EDDY TREVINO	TREASURER	0.25	Officer Director	$0	$0	$0
CAROL WERNER	BOARD MEMBER	0.25	Director	$0	$0	$0
PAUL MILLER	BOARD MEMBER	0.25	Director	$0	$0	$0
WILLIAM TAYLOR	BOARD MEMBER	0.25	Director	$0	$0	$0
ROBERT JACKSON	BOARD MEMBER	0.25	Director	$0	$0	$0
DAVID TERRY	PRESIDENT	1.00	Officer	$0	$67,294	$656,328

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	$862,716	$730,059	$1,133,864	$132,657
2024	$1,191,992	$982,841	$826,701	$209,151
2023	$751,349	$578,159	$587,574	$173,190
2022	$317,639	$342,957	$367,041	$-25,318
2021	$119,395	$131,593	$308,379	$-12,198
2020	$151,217	$141,330	$238,135	$9,887
2019	$335,029	$317,916	$221,163	$17,113
2018	$288,447	$245,490	$183,116	$42,957