National Association of Independent Colleges and Universities (EIN 521125164) - 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

1976

Legal Domicile

Principal Officer

Barbara K Mistick

Phone

2027858866

Tax Period

2024-07-01 to 2025-06-30

National Association of Independent Colleges and Universities, founded in 1976, is a community nonprofit that reported $8.3M in total revenue in fiscal year 2024. Expenses of $7.8M left a modest 5% surplus.

Mission

NAICU serves as an advocate for private, nonprofit colleges and universities.

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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 $121,000

Program Service Revenue $7,416,495

Investment Income $725,980

Other Revenue $0

TOTAL REVENUE $8,263,475

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,157,112

Fundraising Expenses $0

Program Expenses $6,908,953

Other Expenses $2,656,642

TOTAL EXPENSES $7,813,754

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,263,475	$7,676,205	+0.1%
Expenses	$7,813,754	$7,670,351	+0.0%
Net Income	$449,721	$5,854	+75.8%

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

$984,737

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Dana Hinton	Chair	1.50	Officer Director	$0	$0	$0
Rob L Manuel	Vice-Chair	1.50	Officer Director	$0	$0	$0
Constance L Book	Past Chair	1.50	Officer Director	$0	$0	$0
Charlie McCormick	Secretary	1.50	Officer Director	$0	$0	$0
Jose Padilla	Treasurer	1.50	Officer Director	$0	$0	$0
David Armstrong	Board Member	1.50	Director	$0	$0	$0
Michael Beals	Board Member	1.50	Director	$0	$0	$0
Marie Bernardo-Sousa	Board Member	1.50	Director	$0	$0	$0
Audrey Bilger	Board Member	1.50	Director	$0	$0	$0
Robert Boyd	Board Member	1.50	Director	$0	$0	$0
Amy Carey	Board Member	1.50	Director	$0	$0	$0
Brad Carson	Board Member	1.50	Director	$0	$0	$0
John Cech	Board Member	1.50	Director	$0	$0	$0
Xavier Cole	Board Member	1.50	Director	$0	$0	$0
Barry Corey	Board Member	1.50	Director	$0	$0	$0
Philip Dearborn	Board Member	1.50	Director	$0	$0	$0
Roger Drake	Board Member	1.50	Director	$0	$0	$0
George French	Board Member	1.50	Director	$0	$0	$0
Jorge Gonzalez	Board Member	1.50	Director	$0	$0	$0
Ellen Granberg	Board Member	1.50	Director	$0	$0	$0
Jonathan Green	Board Member	1.50	Director	$0	$0	$0
LaVerne Harmon	Board Member	1.50	Director	$0	$0	$0
Sean Huddleston	Board Member	1.50	Director	$0	$0	$0
Paula Johnson	Board Member	1.50	Director	$0	$0	$0
Rachelle Keck	Board Member	1.50	Director	$0	$0	$0
Robert LeFevre	Board Member	1.50	Director	$0	$0	$0
Richanne Mankey	Board Member	1.50	Director	$0	$0	$0
Gilberto Marxuach-Torros	Board Member	1.50	Director	$0	$0	$0
Thayne McCulloh	Board Member	1.50	Director	$0	$0	$0
Michael McDonald	Board Member	1.50	Director	$0	$0	$0
Elizabeth Meade	Board Member	1.50	Director	$0	$0	$0
Barbara Morris	Board Member	1.50	Director	$0	$0	$0
Mark Nemec	Board Member	1.50	Director	$0	$0	$0
Krista Newkirk	Board Member	1.50	Director	$0	$0	$0
Beth Paul	Board Member	1.50	Director	$0	$0	$0
Larry Stimpert	Board Member	1.50	Director	$0	$0	$0
Paul Stumb	Board Member	1.50	Director	$0	$0	$0
Tania Tetlow	Board Member	1.50	Director	$0	$0	$0
Suzanne Walsh	Board Member	1.50	Director	$0	$0	$0
Jennifer Widness	Board Member	1.50	Director	$0	$0	$0
Marylou Yam	Board Member	1.50	Director	$0	$0	$0
Barbara K Mistick	President	40.00	Officer	$893,229	$91,508	$984,737
Sarah Flanagan	VP Government Relations	40.00	Highest	$400,346	$66,134	$466,480
Peter Boyle	VP Public Affairs	40.00	Highest	$275,648	$69,493	$345,141
Elizabeth Gemoets	VP & COO	40.00	Highest	$340,916	$63,888	$404,804
Vonda Dickson	Dir - Finance & Administration	40.00	Highest	$210,926	$40,327	$251,253
Stephanie Giesecke	Asst VP for Government Relations	40.00	Highest	$189,369	$48,135	$237,504

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	$8,263,475	$7,813,754	$18,108,310	$449,721
2024	$7,676,205	$7,670,351	$18,386,027	$5,854
2023	$8,293,578	$7,151,317	$17,892,473	$1,142,261
2022	$8,313,194	$6,918,794	$14,871,589	$1,394,400
2021	$7,647,704	$6,187,183	$15,482,036	$1,460,521
2020	$7,283,866	$6,680,706	$11,053,551	$603,160
2019	$6,934,088	$6,867,405	$9,395,676	$66,683
2018	$6,858,096	$6,496,987	$9,979,533	$361,109

National Association of Independent Colleges and Universities