NATIONAL SOCIETY OF PROFESSIONAL ENGINEERS (EIN 521353803) - 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

1934

Legal Domicile

Principal Officer

MONIKA SCHULZ CAE

Phone

7036842800

Tax Period

2023-07-01 to 2024-06-30

NATIONAL SOCIETY OF PROFESSIONAL ENGINEERS, founded in 1934, is a community nonprofit that reported $9.3M in total revenue in fiscal year 2017.

Mission

TO FOSTER LICENSED PROFESSIONAL ENGINEERS IN SERVICE TO SOCIETY.

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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 $24,942

Program Service Revenue $8,991,990

Investment Income $241,809

Other Revenue $586,539

TOTAL REVENUE $9,845,280

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,639,628

Fundraising Expenses $0

Other Expenses $4,906,226

TOTAL EXPENSES $9,545,854

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,845,280	$9,208,181	+0.1%
Expenses	$9,545,854	$8,976,333	+0.1%
Net Income	$299,426	$231,848	+0.3%

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

203

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

$491,986

Total Directors

$4,667

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM ATKINSON	PRESIDENT	35.00	Officer Director	$2,266	$0	$2,266
BRIAN P MALM	PRESIDENT - ELECT	35.00	Officer Director	$0	$0	$0
BRITT E SMITH	IMMEDIATE PAST PRESIDENT	15.00	Officer Director	$2,401	$0	$2,401
JULIA M HARROD	VICE PRESIDENT	20.00	Officer Director	$0	$0	$0
ROBERT PRICE	TREASURER	10.00	Officer Director	$0	$0	$0
AMY BARRETT	DIRECTOR	3.00	Director	$0	$0	$0
PHILIP GUNDVALDSON	DIRECTOR	3.00	Director	$0	$0	$0
MARTIN E GORDON	DIRECTOR	3.00	Director	$0	$0	$0
SUSAN WOOLARD	DIRECTOR	3.00	Director	$0	$0	$0
HAROLD JR REDDISH	DIRECTOR	3.00	Director	$0	$0	$0
THOMAS HEADLEY	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL HARRIS	DIRECTOR	3.00	Director	$0	$0	$0
JENNIFER NOLAN-KREMM	DIRECTOR	3.00	Director	$0	$0	$0
BEN AMABA	DIRECTOR	3.00	Director	$0	$0	$0
BLAIR RICHARDSON	DIRECTOR	3.00	Director	$0	$0	$0
KATY BOGGS	DIRECTOR	3.00	Director	$0	$0	$0
JOHN HO	DIRECTOR (NON-VOTING)	3.00	Director	$0	$0	$0
RANDALL OVER	DIRECTOR (NON-VOTING)	3.00	Director	$0	$0	$0
MONIKA SCHULZ	EXECUTIVE DIRECTOR	50.00	Officer	$277,176	$44,986	$322,162
WENDEL STEWART THRU 923	VP, FINANCE & ADMINISTRATI	40.00	Officer	$137,441	$6,424	$143,865
CHARLES WELLARD	VP, FINANCE AND ADMIN	40.00	Officer	$17,255	$4,037	$21,292
ROSS ROLLINS THRU 224	VP, COMMUNICATIONS & MARKETING	40.00	Highest	$123,669	$30,786	$154,455
REBECCA BOWMAN	SR DIRECTOR, ETHICS & PROF	40.00	Highest	$157,498	$7,684	$165,182
CHARLES HOLLIS	VP, CREDENTIALS	40.00	Highest	$160,631	$7,967	$168,598
KATHLEEN OREM	SR. MANAGER, GOVERNANCE & EXEC OFF	40.00	Highest	$103,594	$55,973	$159,567
ELIZABETH M RYAN-DREWYER	DIRECTOR, HR & ADMIN	40.00	Highest	$133,155	$29,291	$162,446

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	$9,845,280	$9,545,854	$15,293,065	$299,426
2023	$9,208,181	$8,976,333	$14,397,843	$231,848
2022	$9,147,637	$7,988,497	$13,965,529	$1,159,140
2021	$9,031,256	$7,807,124	$14,153,656	$1,224,132
2020	$7,963,206	$9,136,854	$12,079,334	$-1,173,648
2019	$9,292,113	$9,738,695	$11,312,656	$-446,582
2018	$9,250,212	$9,296,137	$11,711,794	$-45,925

NATIONAL SOCIETY OF PROFESSIONAL ENGINEERS