NATIONAL ASSOCIATION OF EDUCATIONA… - 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

1986

Legal Domicile

Principal Officer

GAYLE SCHNORENBERG

Phone

3169424822

Tax Period

2018-08-01 to 2019-07-31

NATIONAL ASSOCIATION OF EDUCATIONAL OFFICE PROFESSIONALS EDUCATIONAL, founded in 1986, is a small nonprofit that reported $159K in total revenue in fiscal year 2018. The organization ran a surplus of $129K, a strong 81% operating margin.

Mission

PROVIDE EDUCATIONAL SERVICES TO MEMBERS

Program Service Accomplishments

Program 1

Expenses: $6,540 Revenue: $5,359

THE FOUNDATION PROVIDES EDUCATIONAL, MEMORIAL AND SOCIAL OPPORTUNITIES TO RETIRED MEMBERS.

Program 2

Expenses: $5,200

THE FOUNDATION PROVIDES SCHOLARSHIPS TO ATTEND THE ANNUAL CONFERENCE OF NATIONAL ASSOCIATION OF EDUCATIONAL OFFICE PROFESSIONALS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $4,075

Program Service Revenue $5,359

Investment Income $146,426

Other Revenue $2,948

TOTAL REVENUE $158,808

Expense Breakdown

Grants Paid $5,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,740

Other Expenses $24,298

TOTAL EXPENSES $29,498

Year-over-Year Comparison

	2018	2017	Change
Revenue	$158,808	$-6,016	-27.4%
Expenses	$29,498	$37,139	-0.2%
Net Income	$129,310	$-43,155	-4.0%

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

$51,510

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GAYLE SCHNORENBERG	PRESIDENT	1.00	Officer Director	$0	$0	$0
DARCY BLACKSTOCK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SHERRY WILSON	TREASURER	1.00	Officer Director	$0	$0	$0
DARLENE HOVORKA	SECRETARY	1.00	Officer Director	$0	$0	$0
CHARLA CALLAHAN	DIRECTOR	1.00	Director	$0	$0	$0
MARY MEYERS	DIRECTOR	1.00	Director	$0	$0	$0
CATHY MCHENRY	DIRECTOR	1.00	Director	$0	$0	$0
JILL AVERYHART	DIRECTOR	1.00	Director	$0	$0	$0
LISA MOREHOUSE	DIRECTOR	1.00	Director	$0	$0	$0
CAROL SPENCER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN BELLISTON	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE VAN HOESEN	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE GEIB	EXECUTIVE DI	5.00	Officer	$0	$0	$51,510

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
2019	$158,808	$29,498	$338,457	$129,310

NATIONAL ASSOCIATION OF EDUCATIONAL OFFICE PROFESSIONALS EDUCATIONAL