NASEO INSTITUTE INC (EIN 473531809) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

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

2023-10-01 to 2024-09-30

NASEO INSTITUTE INC, founded in 2015, is a small nonprofit in the Education sector that reported $288K in total revenue in fiscal year 2017. Expenses of $245K left a modest 15% surplus.

Mission

PROVIDING EDUCATION, TRAINING, AND OUTREACH TO STATE ENERGY OFFICIALS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,191,992

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,191,992

Expense Breakdown

Grants Paid $90,000

Salaries & Benefits $65,247

Fundraising Expenses $0

Program Expenses $904,647

Other Expenses $827,594

TOTAL EXPENSES $982,841

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,191,992	$751,349	+0.6%
Expenses	$982,841	$578,159	+0.7%
Net Income	$209,151	$173,190	+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

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

$548,192

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	$53,434	$548,192

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	$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

NASEO INSTITUTE INC