NATSO FOUNDATION INC (EIN 541519317) - 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

1989

Legal Domicile

Principal Officer

MAX MCBRAYER

Phone

7035492100

Tax Period

2024-01-01 to 2024-12-31

THE NATSO FOUNDATION INC, founded in 1989, is a small nonprofit in the Mental Health sector that reported $373K in total revenue in fiscal year 2018. Net assets of $2.2M represent 72 months of operating reserves.

Mission

THE FOUNDATION PROGRAMS INCLUDE AN INDUSTRY SCHOLARSHIP, RESEARCH STUDIES, TRAINING MANUAL AND OTHER CHARITABLE CAUSES THAT INVOLVE ISSUES OF SIGNIFICANCE TO THE TRAVEL PLAZA AND TRUCK STOP INDUSTRY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $160,044

Program Service Revenue $17,602

Investment Income $168,851

Other Revenue $0

TOTAL REVENUE $346,497

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $188,543

Fundraising Expenses $50,113

Program Expenses $375,561

Other Expenses $308,267

TOTAL EXPENSES $521,810

Year-over-Year Comparison

	2024	2023	Change
Revenue	$346,497	$453,444	-0.2%
Expenses	$521,810	$602,711	-0.1%
Net Income	$-175,313	$-149,267	+0.2%

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

$385,323

Total Directors

$385,323

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA MULLINGS	PRESIDENT	5.00	Officer Director	$0	$55,232	$385,323
HEATHER DEBAILLIE	CHAIRMAN	0.50	Officer Director	$0	$0	$0
GERALD DANNIEL	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
SEAN MOHMIN	CHAIR ELECT	0.50	Officer Director	$0	$0	$0
JOE ZIETLOW	NATSO CHAIR	0.50	Director	$0	$0	$0
DALE ELKS	ALLIED DIRECTOR	0.50	Director	$0	$0	$0
TIM CAMPBELL	ALLIED DIRECTOR	0.50	Director	$0	$0	$0
CHRIS HEINZ	DIRECTOR	0.50	Director	$0	$0	$0
DANA CRICK	DIRECTOR	0.50	Director	$0	$0	$0
BOB WOLLENMAN	PAST CHAIR	0.50	Director	$0	$0	$0
JIM CORNETTE	AD HOC	0.50	Director	$0	$0	$0
AMY TONER	EXECUTIVE DIRECTOR	40.00	Highest	$110,166	$41,003	$151,169

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	$346,497	$521,810	$2,448,650	$-175,313
2023	$453,444	$602,711	$2,439,144	$-149,267
2022	$431,799	$572,343	$2,381,805	$-140,544
2021	$281,301	$315,809	$2,866,213	$-34,508
2020	$269,583	$373,124	$2,648,066	$-103,541
2019	$281,475	$383,409	$2,605,237	$-101,934
2018	$373,290	$375,399	$2,307,938	$-2,109

NATSO FOUNDATION INC