NATIONAL FEDERATION OF PARALEGAL ASSOCIATIONS INC (EIN 521154019) - 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

1979

Legal Domicile

Principal Officer

JOSIE ESTES

Phone

3174548312

Tax Period

2023-01-01 to 2023-12-31

NATIONAL FEDERATION OF PARALEGAL ASSOCIATIONS INC, founded in 1979, is a small nonprofit that reported $479K in total revenue in fiscal year 2023. Expenses of $646K exceeded revenue, resulting in a 35% operating deficit.

Mission

PROMOTE AND SUPPORT THE PARALEGAL PROFESSION THROUGH EDUCATION, CONFERENCES, AND PUBLICATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $15,800

Program Service Revenue $459,676

Investment Income $3,662

Other Revenue $0

TOTAL REVENUE $479,138

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $646,135

TOTAL EXPENSES $646,135

Year-over-Year Comparison

	2023	2022	Change
Revenue	$479,138	$463,191	+0.0%
Expenses	$646,135	$628,959	+0.0%
Net Income	$-166,997	$-165,768	+0.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSIE ESTES	PRESIDENT	1.00	Officer Director	$0	$0	$0
LORI WAGNER	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
CATHY CURTIS	TREASURER	1.00	Officer Director	$0	$0	$0
CHERYLAN SHEARER	SECRETARY	1.00	Officer Director	$0	$0	$0
THEDA YANDELL	DIR. PROF DE	1.00	Director	$0	$0	$0
BETH BIALIS	DIR. OF POS	1.00	Director	$0	$0	$0
LISA VESSELS	DIR PARALEGA	1.00	Director	$0	$0	$0
BRENDA COTHARY	REGION I DIR	1.00	Director	$0	$0	$0
DEANA STORM	REGION II DI	1.00	Director	$0	$0	$0
DON BRISTOL	REGION IV DI	1.00	Director	$0	$0	$0
JENN TROMBLEE	REGION V DIR	1.00	Director	$0	$0	$0
LISA LYNCH	BOARD ADVISO	1.00	Director	$0	$0	$0
STEVE RICHTER	EXECUTIVE DI	30.00	Officer	$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
2024	No data	No data	No data	No data
2023	$479,138	$646,135	$231,350	$-166,997
2022	$463,191	$628,959	$343,899	$-165,768
2021	$494,843	$457,355	$473,434	$37,488
2020	$451,876	$454,305	$487,828	$-2,429
2019	$690,516	$613,156	$463,643	$77,360
2018	$629,463	$596,905	$403,869	$32,558

NATIONAL FEDERATION OF PARALEGAL ASSOCIATIONS INC