NATIONAL ACADEMY OF SOCIAL INSURANCE (EIN 521451753) - 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

1986

Legal Domicile

Principal Officer

WILLIAM J ARNONE

Phone

2022437007

Tax Period

2023-07-01 to 2024-06-30

NATIONAL ACADEMY OF SOCIAL INSURANCE, founded in 1986, is a small nonprofit in the Health Care sector that reported $667K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $879K exceeded revenue, resulting in a 32% operating deficit.

Mission

A NON-PARTISAN ORGANIZATION OF LEADING EXPERTS ON SOCIAL INSURANCE THAT ADVANCES SOLUTIONS TO CHALLENGES FACING THE NATION BY INCREASING PUBLIC UNDERSTANDING OF HOW SOCIAL INSURANCE CONTRIBUTES TO ECONOMIC SECURITY.

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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 $553,973

Program Service Revenue $182,366

Investment Income $12,634

Other Revenue $-81,773

TOTAL REVENUE $667,200

Expense Breakdown

Grants Paid $0

Salaries & Benefits $231,947

Fundraising Expenses $3,997

Program Expenses $430,003

Other Expenses $647,247

TOTAL EXPENSES $879,194

Year-over-Year Comparison

	2023	2022	Change
Revenue	$667,200	$1,010,730	-0.3%
Expenses	$879,194	$1,024,265	-0.1%
Net Income	$-211,994	$-13,535	+14.7%

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

$67,981

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL VAN DE WATER	BOARD CHAIR	8.00	Officer Director	$0	$0	$0
JOSEPHINE KALIPENI	VICE CHAIR	3.00	Officer Director	$0	$0	$0
MERRILL FRIEDMAN	TREASURER	8.00	Officer Director	$0	$0	$0
DOUGLAS J HOLTZ-EAKIN	SECRETARY	1.00	Officer Director	$0	$0	$0
JASON J FICHTNER	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
HARRY J CONAWAY	BOARD MEMBER	1.00	Director	$0	$0	$0
CECILIA CONRAD	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT ESPINOZA	BOARD MEMBER	1.00	Director	$0	$0	$0
HOWARD FLUHR	BOARD MEMBER	1.00	Director	$0	$0	$0
APARNA MATHUR	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACEY GRONNIGER	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAINE PERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
EARL R POMEROY	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBRA WHITMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
INDIVAR DUTTA-GUPTA	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SLATERY	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM J ARNONE	CHIEF EXECUTIVE OFFICER	40.00	Officer	$67,981	$0	$67,981

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	$667,200	$879,194	$1,358,973	$-211,994
2023	$1,010,730	$1,024,265	$1,507,801	$-13,535
2022	$1,397,217	$1,274,707	$1,053,579	$122,510
2021	$1,163,050	$1,262,795	$973,509	$-99,745
2020	$1,080,765	$1,398,515	$865,750	$-317,750
2019	$1,164,595	$1,384,408	$1,160,243	$-219,813
2018	$1,594,116	$1,470,938	$1,395,440	$123,178

NATIONAL ACADEMY OF SOCIAL INSURANCE