North American Transportation Management (EIN 550806516) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

James Ward

Phone

7036541466

Tax Period

2023-10-01 to 2024-09-30

NORTH AMERICAN TRANSPORTATION MANAGEMENT INSTITUTE, founded in 2003, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2017. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 4% surplus.

Mission

To promote safety and education in the motor transportation industry. Professional certification programs granting professional designations in fleet safety, maintenance, driver training, and security.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $612,258

Program Service Revenue $1,002,972

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,615,230

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $793,981

Other Expenses $1,492,532

TOTAL EXPENSES $1,492,532

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,615,230	$1,554,343	+0.0%
Expenses	$1,492,532	$1,462,102	+0.0%
Net Income	$122,698	$92,241	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$478,524

Total Directors

$478,524

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Smerchek	Chair	1.00	Officer Director	$0	$0	$0
Kim Richardson	Vice Chair (From 3/2024)	1.00	Officer Director	$0	$0	$0
David Guess	Vice Chair (Until 3/2024)	1.00	Officer Director	$0	$0	$0
Jon Coca	Secretary (From 3/2024)	1.00	Officer Director	$0	$0	$0
Joey Hogan	Treasurer (From 3/2024)	1.00	Officer Director	$0	$0	$0
John Culp	Treasurer to Director (Trans. 3/2024)	1.00	Officer Director	$0	$0	$0
James Ward	Ex-Officio	1.00	Officer Director	$0	$44,277	$478,524
David Fisher	Director	1.00	Director	$0	$0	$0
Shannon Newton	Director	1.00	Director	$0	$0	$0
Dave Williams	Director	1.00	Director	$0	$0	$0
Mike Lasko	Director (From 3/2024)	1.00	Director	$0	$0	$0
Jill Maschmeier	Director (Until 3/2024)	1.00	Director	$0	$0	$0
John Elliott	Director (Until 3/2024)	1.00	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
2024	$1,615,230	$1,492,532	$966,783	$122,698
2023	$1,554,643	$1,462,102	$978,919	$92,541
2022	$1,271,491	$1,168,299	$842,885	$103,192
2021	$1,071,296	$988,392	$634,444	$82,904
2020	$935,114	$898,590	$433,430	$36,524
2019	$1,259,545	$1,178,226	$519,263	$81,319
2018	$1,214,583	$1,162,412	$414,165	$52,171

North American Transportation Management