NATIONAL FEDERATION OF ABSTRACTING AND INFORMATION SERVICES (EIN 530244622) - 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

1958

Legal Domicile

Principal Officer

TODD CARPENTER

Phone

3016542512

Tax Period

2018-07-01 to 2019-06-30

NATIONAL FEDERATION OF ABSTRACTING AND INFORMATION SERVICES, founded in 1958, is a small nonprofit that reported $363K in total revenue in fiscal year 2018. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $420K exceeded revenue, resulting in a 16% operating deficit.

Mission

THE FEDERATION'S PURPOSES ARE TO CONDUCT RESEARCH AND EDUCATIONAL PROGRAMS, AND TO DISSEMINATE INFORMATION ON ABSTRACTING, INDEXING, PUBLISHING AND INFORMATION INDUSTRY TRENDS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $202,550

Program Service Revenue $159,085

Investment Income $13

Other Revenue $940

TOTAL REVENUE $362,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $228,746

Fundraising Expenses $0

Program Expenses $93,106

Other Expenses $191,555

TOTAL EXPENSES $420,301

Year-over-Year Comparison

	2018	2017	Change
Revenue	$362,588	$471,150	-0.2%
Expenses	$420,301	$485,676	-0.1%
Net Income	$-57,713	$-14,526	+3.0%

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

N/A

Independent Members

N/A

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

$138,436

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC SWENSON	DIRECTOR	2.00	Director	$0	$0	$0
PETER SIMON	DIRECTOR	2.00	Director	$0	$0	$0
GHAZAL BADIOZAMANI	DIRECTOR	1.00	Director	$0	$0	$0
PAULA KREBS	DIRECTOR	1.00	Director	$0	$0	$0
ALLAN LU	DIRECTOR	1.00	Director	$0	$0	$0
ANN MICHAEL	DIRECTOR	2.00	Director	$0	$0	$0
DEANNA MARCUM	PRESIDENT	2.00	Officer Director	$0	$0	$0
RYAN BERNIER	PRESIDENT ELECT AND TREAS	2.00	Officer Director	$0	$0	$0
MARY SAUER-GAMES	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SUZANNE DAULERIO	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN HITSON	DIRECTOR	1.00	Director	$0	$0	$0
JULIA LAURIN	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN PETRIC	DIRECTOR	1.00	Director	$0	$0	$0
RHONDA ROSS	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA SCHNELL	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE STRICKLAND	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA BAILEY-HAINER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS BURGHARDT	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN M GRANAHAN	EXECUTIVE DIRECTOR	35.00	Officer	$130,000	$8,436	$138,436

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
2019	$362,588	$420,301	No data	$-57,713
2018	$471,150	$485,676	$286,023	$-14,526

NATIONAL FEDERATION OF ABSTRACTING AND INFORMATION SERVICES