NATCA MEMBERSHIP INVESTMENT INC (EIN 522207220) - 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

1999

Legal Domicile

Principal Officer

PREET M VIRK

Phone

2026825451

Tax Period

2023-01-01 to 2023-12-31

NATCA MEMBERSHIP INVESTMENT INC, founded in 1999, is a community nonprofit in the Community Improvement sector that reported $1.0M in total revenue in fiscal year 2023. The organization ran a surplus of $222K, a strong 22% operating margin.

Mission

TO OWN AND OPERATE REAL PROPERTY FOR NATCA, A RELATED TAX-EXEMPT ORGANIZATION.

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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 $0

Program Service Revenue $1,128,225

Investment Income $36,210

Other Revenue $-155,320

TOTAL REVENUE $1,009,115

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $787,255

TOTAL EXPENSES $787,255

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,009,115	$949,487	+0.1%
Expenses	$787,255	$744,383	+0.1%
Net Income	$221,860	$205,104	+0.1%

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

N/A

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

$615,223

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGUERITE GRAF	SECRETARY	2.0	Officer	$0	$99,053	$332,626
PREET VIRK	TREASURER	35.0	Officer	$0	$89,370	$282,597
MICHAEL MACDONALD	DIRECTOR	2.0	Director	$0	$0	$0
KEVIN PETERSON	DIRECTOR	2.0	Director	$0	$0	$0
TIM SMITH	DIRECTOR	2.0	Director	$0	$0	$0
RICKY THOMPSON	PRESIDENT	2.0	Officer	$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
2024	No data	No data	No data	No data
2023	$1,009,115	$787,255	$10,012,532	$221,860
2022	$949,487	$744,383	$10,292,807	$205,104
2021	$947,877	$764,052	$10,679,455	$183,825
2020	$1,218,770	$784,538	$10,970,421	$434,232
2019	$1,125,663	$820,852	$10,997,218	$304,811
2018	$1,002,162	$903,297	$11,069,181	$98,865

NATCA MEMBERSHIP INVESTMENT INC