ADOPTION EXCHANGE ASSOCIATION INC DBA NATIONAL ADOPTION ASSOCIATION (EIN 521452079) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

KAMILAH BUNN

Phone

4106367030

Tax Period

2023-10-01 to 2024-09-30

ADOPTION EXCHANGE ASSOCIATION INC DBA NATIONAL ADOPTION ASSOCIATION, founded in 1986, is a mid-sized nonprofit in the Human Services sector that reported $10.2M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum.

Mission

OUR MISSION IS LEADERS ADVANCING BEST PRACTICES IN ADOPTION FROM FOSTER CARE. NAA IS THE ONLY NATIONAL ASSOCIATION FOCUSED EXCLUSIVELY ON SUPPORTING THE EDUCATIONAL NEEDS OF THOSE IN THE ADOPTION PROFESSION AND FUTURE PROFESSIONALS - MASTERS AND BACHELORS LEVEL SOCIAL WORK STUDENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,986,354

Program Service Revenue $253,924

Investment Income $5,881

Other Revenue $0

TOTAL REVENUE $10,246,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,483,507

Fundraising Expenses $0

Program Expenses $10,101,620

Other Expenses $7,735,182

TOTAL EXPENSES $10,218,689

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,246,159	$7,198,612	+0.4%
Expenses	$10,218,689	$7,357,889	+0.4%
Net Income	$27,470	$-159,277	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$349,594

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARLENE ALLEN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JANICE GOLDWATER	DIRECTOR	1.00	Director	$0	$0	$0
ORIANA CAREY	DIRECTOR	1.00	Director	$0	$0	$0
LISA FUNARO	TREASURER	5.00	Officer Director	$0	$0	$0
WENDY SPOERL	DIRECTOR	1.00	Director	$0	$0	$0
MARIA QUINTANILLA	SECRETARY	5.00	Officer Director	$0	$0	$0
TRACI BRICKHOUSE JONES	DIRECTOR	1.00	Director	$0	$0	$0
TERRI ALSTON	DIRECTOR	1.00	Director	$0	$0	$0
VIRGINIA KENNY	DIRECTOR	1.00	Director	$0	$0	$0
KENISHA COON	DIRECTOR	1.00	Director	$0	$0	$0
JA'NEEN JONES	DIRECTOR	1.00	Director	$0	$0	$0
REGINA LAWSON	DIRECTOR	1.00	Director	$0	$0	$0
MARCUS DAVENPORT	DIRECTOR	1.00	Director	$0	$0	$0
DR JACKIE WILSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
CHERYL TIRADO	DIRECTOR	1.00	Director	$0	$0	$0
KAMILAH BUNN	CEO	37.50	Officer	$160,200	$31,284	$191,484
JOHN ZABETAKIS	CFO	37.50	Officer	$136,938	$21,172	$158,110

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	$10,246,159	$10,218,689	$3,513,392	$27,470
2023	$7,198,612	$7,357,889	$2,508,201	$-159,277
2022	$6,440,305	$6,439,493	$2,268,874	$812
2021	$6,071,108	$6,066,699	$1,461,474	$4,409
2020	$6,167,755	$6,082,115	$2,051,857	$85,640
2019	$5,876,740	$5,858,138	$1,424,873	$18,602
2018	$5,346,805	$5,419,010	$1,238,513	$-72,205

ADOPTION EXCHANGE ASSOCIATION INC DBA NATIONAL ADOPTION ASSOCIATION