NATIONAL ASSOCIATION OF ELEMENTARY SCHOOL PRINCIPALS FOUNDATION (EIN 541223334) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

DR L EARL FRANKS

Phone

7036843345

Tax Period

2023-07-01 to 2024-06-30

NATIONAL ASSOCIATION OF ELEMENTARY SCHOOL PRINCIPALS FOUNDATION, founded in 1981, is a small nonprofit in the Community Improvement sector that reported $489K in total revenue in fiscal year 2018. Revenue surged 140% from the prior year, signaling strong growth momentum. The organization ran a surplus of $293K, a strong 60% operating margin.

Mission

ADVANCE EXCELLENCE, INNOVATION, & EQUITY IN SCHOOLS BY ENDOWING LEADERSHIP & LEARNING FOR PRINCIPALS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $296,842

Program Service Revenue $2,365

Investment Income $9,164

Other Revenue $73,631

TOTAL REVENUE $382,002

Expense Breakdown

Grants Paid $91,000

Salaries & Benefits $31,163

Fundraising Expenses $0

Program Expenses $304,267

Other Expenses $192,982

TOTAL EXPENSES $315,145

Year-over-Year Comparison

	2023	2022	Change
Revenue	$382,002	$353,924	+0.1%
Expenses	$315,145	$566,887	-0.4%
Net Income	$66,857	$-212,963	-1.3%

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

$363,758

Total Directors

$363,758

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
L EARL FRANKS	PRESIDENT	5.00	Officer Director	$0	$55,238	$363,758
LIZA CARABALLO-SUAREZ EDD	SEC. (UNTIL 7/23)/VP (AS OF 8/23)	1.00	Officer Director	$0	$0	$0
DAVE STECKLER	VICE PRESIDENT (UNTIL 7/23)	1.00	Officer Director	$0	$0	$0
KEVIN ARMSTRONG EDD	TRES. (UNT 7/23)/SEC. (AS OF 8/23)	1.00	Officer Director	$0	$0	$0
APRIL KNIGHT	TREASURER (AS OF 8/23)	1.00	Officer 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	$382,002	$315,145	$971,155	$66,857
2023	$353,924	$566,887	$1,054,062	$-212,963
2022	$773,858	$348,093	$1,175,517	$425,765
2021	$576,463	$346,237	$846,581	$230,226
2020	$232,933	$217,993	$767,651	$14,940
2019	$489,012	$196,187	$748,149	$292,825

NATIONAL ASSOCIATION OF ELEMENTARY SCHOOL PRINCIPALS FOUNDATION