NATIONAL ASSOCIATION OF ELEMENTARY SCHOOL PRINCIPALS (EIN 520885532) - 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

1969

Legal Domicile

Principal Officer

DR L EARL FRANKS

Phone

7036843345

Tax Period

2022-07-01 to 2023-06-30

NATIONAL ASSOCIATION OF ELEMENTARY SCHOOL PRINCIPALS, founded in 1969, is a community nonprofit that reported $7.2M in total revenue in fiscal year 2018. Expenses of $6.6M left a modest 8% surplus.

Mission

ADVOCACY AND SUPPORT FOR ELEMENTARY AND MIDDLE-LEVEL PRINCIPALS AND OTHER EDUCATION LEADERS

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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 (2022)

Revenue Breakdown

Contributions & Grants $164,700

Program Service Revenue $6,019,428

Investment Income $122,844

Other Revenue $1,071,491

TOTAL REVENUE $7,378,463

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,414,018

Fundraising Expenses $0

Other Expenses $3,639,131

TOTAL EXPENSES $6,053,149

Year-over-Year Comparison

	2022	2021	Change
Revenue	$7,378,463	$7,233,982	+0.0%
Expenses	$6,053,149	$5,814,780	+0.0%
Net Income	$1,325,314	$1,419,202	-0.1%

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

$482,828

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
L EARL FRANKS	EXECUTIVE DIRECTOR	32.50	Officer	$302,915	$51,268	$354,183
MARY GRACE BRANCH	ASSOC. EXEC. DIR., PROF. LEARNING	2.00	Highest	$136,912	$20,806	$157,718
KAYLEN TUCKER	ASSOC. EXEC. DIR. COMMUNICATIONS	37.50	Highest	$132,109	$20,449	$152,558
JACQUELINE ANN MCGRAIL	A. EXEC. D. MEM., DEV. & AFFIL. SER.	37.50	Highest	$130,338	$20,425	$150,763
BHAIRAVI SHETHNA	ASSOC. EXEC. DIR. FINANCE & ACCT.	37.50	Officer	$119,456	$9,189	$128,645
DEBORAH MAVIS YOUNG	ASSOC. EXEC. DIR. CONF. & EXHIBIT	37.50	Highest	$108,230	$30,208	$138,438
DAVE STECKLER	P.-ELECT (UNT 7/22)/PRES. (AS OF 8/22)	2.00	Officer Director	$0	$0	$0
PAUL WENGER	PRESIDENT (UNTIL 7/22)	10.00	Officer Director	$0	$0	$0
LIZA CARABALLO-SUAREZ	VP (UNT 7/22)/P.-ELECT (AS OF 8/22)	2.00	Officer Director	$0	$0	$0
KEVIN ARMSTRONG	D. AT LG. (UNT 7/22)/VP (AS OF 8/22)	2.00	Director	$0	$0	$0
RAMONA MARIE DUNN	DIRECTOR AT LARGE	0.20	Director	$0	$0	$0
CARMEN MARING EDD	DIRECTOR AT LARGE	0.20	Director	$0	$0	$0
ASHLEY ALDRIDGE WILSON EDD	DIRECTOR ZONE 4	0.20	Director	$0	$0	$0
BRIDGET BELCASTRO EDD	DIRECTOR ZONE 5	0.20	Director	$0	$0	$0
SCOTT BORBA	DIRECTOR ZONE 9	0.20	Director	$0	$0	$0
ED COSENTINO	DIRECTOR ZONE 3	0.20	Director	$0	$0	$0
AMY DIXON	DIRECTOR ZONE 5 (UNTIL 7/22)	0.20	Director	$0	$0	$0
JAMES EDMOND JR	DIRECTOR ZONE 6 (UNTIL 7/22)	0.20	Director	$0	$0	$0
VICTORIUS EUGENIO	DIRECTOR ZONE 8	0.20	Director	$0	$0	$0
ANN-MARIE GLEASON	DIRECTOR ZONE 4 (UNTIL 7/22)	0.20	Director	$0	$0	$0
APRIL KNIGHT	DIRECTOR ZONE 3 (UNTIL 7/22)	0.20	Director	$0	$0	$0
MATTHEW LEWIS	DIRECTOR ZONE 7	0.20	Director	$0	$0	$0
JOHN QUINN	DIRECTOR ZONE 1 (UNTIL 7/22)	0.20	Director	$0	$0	$0
THOMAS PAYTON	DIRECTOR ZONE 2	0.20	Director	$0	$0	$0
JON WENNSTROM	DIRECTOR ZONE 6	0.20	Director	$0	$0	$0
STEPHEN WILTSHIRE JR	DIRECTOR ZONE 1	0.20	Director	$0	$0	$0

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$7,378,463	$6,053,149	$11,230,657	$1,325,314
2022	$7,233,982	$5,814,780	$8,926,771	$1,419,202
2021	$5,964,492	$4,675,018	$7,982,573	$1,289,474
2020	$6,505,997	$5,702,269	$5,616,104	$803,728
2019	$7,165,925	$6,594,476	$5,945,086	$571,449

NATIONAL ASSOCIATION OF ELEMENTARY SCHOOL PRINCIPALS