NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS EDUCATION & RESEARCH TRUST (EIN 521737958) - 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

1991

Legal Domicile

Principal Officer

ANDRIA AMADOR

Phone

3016570270

Tax Period

2024-07-01 to 2025-06-30

NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS EDUCATION & RESEARCH TRUST, founded in 1991, is a small nonprofit that reported $132K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $88K, a strong 67% operating margin.

Mission

SERVE MENTAL HEALTH/EDUCATION NEEDS OF YOUTH; ENCOURAGE SCHOOL PSYCHOLOGY PROFESSIONAL SPECIALTY.

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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 $46,066

Program Service Revenue $0

Investment Income $86,355

Other Revenue $0

TOTAL REVENUE $132,421

Expense Breakdown

Grants Paid $37,306

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,031

Other Expenses $6,725

TOTAL EXPENSES $44,031

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,421	$119,323	+0.1%
Expenses	$44,031	$32,765	+0.3%
Net Income	$88,390	$86,558	+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

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

$354,575

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDRIA AMADOR	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHASE MCCULLUM	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LOREN HOULE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
TERESA FRITSCH	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
LEANDRA PARRIS	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
PAVEL OBGOLZ	CHIEF OPERATING OFFICER	1.00	Officer	$0	$49,374	$354,575

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	$132,421	$44,031	$2,266,566	$88,390
2024	No data	No data	No data	No data
2023	$207,592	$32,565	$1,866,531	$175,027
2022	$102,223	$31,827	$1,648,804	$70,396
2021	$107,331	$34,157	$1,785,204	$73,174
2020	$98,121	$30,633	$1,556,275	$67,488
2019	$118,358	$31,346	$1,477,073	$87,012
2018	$79,236	$20,595	$1,370,199	$58,641

NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS EDUCATION & RESEARCH TRUST