NACCU FN

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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

2004

Legal Domicile

Phone

6023958989

Tax Period

2023-07-01 to 2024-06-30

NACCU FN, founded in 2004, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $962K left a modest 10% surplus.

Mission

NACCU provides members access to a network of transaction and credentialing resources to integrate and streamline campus operations, and enhance the student experience.

Program Service Accomplishments

Program 1

Expenses: $444,848 Revenue: $650,626

ANNUAL CONFERENCE AND WORKSHOPS FOR ASSOCIATION MEMBERS TO PROVIDE EDUCATIONAL AND TRAINING SESSIONS AND UP-TO-DATE TECHNOLOGICAL INFORMATION

Program 2

Expenses: $155,190 Revenue: $361,485

ASSOCIATION MEMBERSHIP PROVIDES SOURCE OF CAMPUS CARD RELATED INFORMATION AND SERVICES. IT PROVIDES LEARNING AND NETWORKING OPPORTUNITIES FOR CAMPUS CARD PROGRAMS AND CARD INDUSTRY PROFESSIONALS

Program 3

Expenses: $13,421 Revenue: $15,888

DATA SUMMIT - NACCU is providing this program to help change the culture of our membership, and teach themhow to create dashboards with their aggregate card data to help them make knowledge-based...

DATA SUMMIT - NACCU is providing this program to help change the culture of our membership, and teach themhow to create dashboards with their aggregate card data to help them make knowledge-based business decisionson their campuses. We are engaging a section of our membership that we do not typically see attend our annualconference, webinars, or NACCU Near You. Engaged members stay members. We are starting slow but thefeedback has been very positive.

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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 $2

Program Service Revenue $1,027,999

Investment Income $39,278

Other Revenue $5,600

TOTAL REVENUE $1,072,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $474,944

Fundraising Expenses $0

Program Expenses $613,459

Other Expenses $487,427

TOTAL EXPENSES $962,371

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,072,879	$1,153,467	-0.1%
Expenses	$962,371	$1,072,844	-0.1%
Net Income	$110,508	$80,623	+0.4%

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

$138,105

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN THOMAS	CEO	40.00	Officer	$133,962	$4,143	$138,105
JANET RAUHE	President	5.00	Officer Director	$0	$0	$0
NATHAN GRAY	Director	2.00	Director	$0	$0	$0
KIM PFEFFER	President-Elect	3.00	Officer Director	$0	$0	$0
JOSHUA BODNAR	Treasurer	2.00	Officer Director	$0	$0	$0
KIMBERLY WERMERS	Secretary	2.00	Officer Director	$0	$0	$0
SARA MUNDS	Director	2.00	Director	$0	$0	$0
WENDY MCCRORY	Director	2.00	Director	$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
2025	No data	No data	No data	No data
2024	$1,072,879	$962,371	$1,264,580	$110,508
2023	$1,153,467	$1,072,844	$1,080,439	$80,623
2022	$1,014,092	$927,211	$966,307	$86,881
2021	$758,846	$597,593	$1,103,010	$161,253
2020	$621,401	$695,238	$1,008,124	$-73,837
2019	$969,969	$939,126	$1,009,330	$30,843