NADA Foundation

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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

1975

Legal Domicile

Principal Officer

Annette Sykora

Phone

8005576232

Tax Period

2023-01-01 to 2023-12-31

NADA Foundation, founded in 1975, is a small nonprofit that reported $439K in total revenue in fiscal year 2023. Revenue fell 65% from the prior year — a significant decline worth monitoring. Net assets of $19.2M represent 524 months of operating reserves.

Mission

The NADA Foundation operates exclusively for charitable and educational purposes.

Program Service Accomplishments

Program 1

Expenses: $29,477

The Foundation provides emergency relief for dealership employees impacted by disasters.

Program 2

Expenses: $192,821

The Foundations' Ambassador Program gives grants to worthy hospitals, organizations, schools, colleges, and universities. Also, the Foundation provides assistance to canine companions for...

The Foundations' Ambassador Program gives grants to worthy hospitals, organizations, schools, colleges, and universities. Also, the Foundation provides assistance to canine companions for independence and other worthy causes.

Program 3

Expenses: $104,690

The Foundation promotes workforce development in franchised new-car and -truck dealerships.

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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 $759,785

Program Service Revenue $0

Investment Income $-320,757

Other Revenue $0

TOTAL REVENUE $439,028

Expense Breakdown

Grants Paid $279,499

Salaries & Benefits $0

Fundraising Expenses $28,049

Program Expenses $326,988

Other Expenses $158,931

TOTAL EXPENSES $438,430

Year-over-Year Comparison

	2023	2022	Change
Revenue	$439,028	$1,256,069	-0.7%
Expenses	$438,430	$2,222,523	-0.8%
Net Income	$598	$-966,454	-1.0%

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

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

$2,308,305

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Annette Sykora	Chairwoman	5.00	Officer Director	$0	$0	$0
Gary Gilchrist	Vice Chairman	1.00	Officer Director	$0	$0	$0
Brian Maas	ATAE/Secretary	1.00	Officer Director	$0	$0	$0
Don Hicks	Treasurer	1.00	Officer Director	$0	$0	$0
Sandra Angelo	Trustee	1.00	Director	$0	$0	$0
Jamie Auffenberg	Trustee	1.00	Director	$0	$0	$0
John Connelly	Trustee	1.00	Director	$0	$0	$0
Kirt Frye	Trustee	1.00	Director	$0	$0	$0
Wes Lutz	Trustee	1.00	Director	$0	$0	$0
Geoffrey Pohanka	Trustee	1.00	Director	$0	$0	$0
Rhett Ricart	Trustee	1.00	Director	$0	$0	$0
Paul Walser	Trustee	1.00	Director	$0	$0	$0
Bill Willis	Trustee	1.00	Director	$0	$0	$0
Jonathan Collegio	Executive Director	1.00	Officer	$0	$68,281	$709,948
Joe Cowden	Assistant Treasurer	1.00	Officer	$0	$58,353	$585,849
Andy Koblenz	Assistant Secretary	1.00	Officer	$0	$59,360	$1,012,508

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	$439,028	$438,430	$19,216,040	$598
2022	$1,256,069	$2,222,523	$16,240,401	$-966,454
2021	$5,973,378	$1,401,977	$20,736,330	$4,571,401
2020	$910,647	$773,503	$19,366,763	$137,144
2019	$1,691,416	$888,143	$17,347,629	$803,273
2018	$1,153,121	$1,085,279	$14,620,188	$67,842