NATIONAL ASSOCIATION OF PROFESSION… - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

JULIE WAGNER

Phone

5208818008

Tax Period

2023-01-01 to 2023-12-31

NATIONAL ASSOCIATION OF PROFESSIONAL GERIATRIC CARE MANAGERS INC, founded in 1985, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

PROMOTING AND LEADING THE COMMUNITY OF AGING LIFE CARE PROFESSIONALS THROUGH OUR UNIQUE KNOWLEDGE BASE, CONTINUING EDUCATION, PROFESSIONAL DEVELOPMENT, AND THE HIGHEST ETHICAL PRACTICES.

Program Service Accomplishments

Program 1

MEMBERSHIP - PROVIDING PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND TOOLS, INCLUDING PUBLICATIONS, WEBINARS, BUSINESS AND MARKETING RESOURCES, SOCIAL MEDIA GROUPS, LISTSERV, CHAPTER ACTIVITIES, AND...

MEMBERSHIP - PROVIDING PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND TOOLS, INCLUDING PUBLICATIONS, WEBINARS, BUSINESS AND MARKETING RESOURCES, SOCIAL MEDIA GROUPS, LISTSERV, CHAPTER ACTIVITIES, AND NETWORKING. PROMOTE MEMBERS AND THEIR PROFESSION THROUGH PUBLIC RELATIONS AND DIGITAL MARKETING, INCLUDING WEBSITE WITH SEARCH FEATURE FOR MEMBER PRACTICES.

Program 2

CONFERENCES - PROVIDE A VARIETY OF EDUCATIONAL SESSIONS AND INFORMATION ON THE SUBJECT OF AGING LIFE CARE/GERIATRIC CARE MANAGEMENT, INCLUDING ABILITY TO EARN CES. IN ADDITION, ATTENDEES HAVE THE...

CONFERENCES - PROVIDE A VARIETY OF EDUCATIONAL SESSIONS AND INFORMATION ON THE SUBJECT OF AGING LIFE CARE/GERIATRIC CARE MANAGEMENT, INCLUDING ABILITY TO EARN CES. IN ADDITION, ATTENDEES HAVE THE OPPORTUNITY TO NETWORK WITH EXHIBITORS AND INDUSTRY PROFESSIONALS AND LEARN MORE ABOUT THE CLINICAL, BUSINESS AND ETHICAL ISSUES SURROUNDING AGING LIFE CARE/GERIATRIC CARE MANAGEMENT.

Program 3

PRODUCTS - THE SALE OF PRINT AND ELECTRONIC PUBLICATIONS PROVIDE ANOTHER AVENUE FOR MEMBERS TO STAY UP TO DATE WITH DEVELOPMENTS AND TRENDS IN AGING LIFE CARE/GERIATRIC CARE MANAGEMENT AS WELL AS...

PRODUCTS - THE SALE OF PRINT AND ELECTRONIC PUBLICATIONS PROVIDE ANOTHER AVENUE FOR MEMBERS TO STAY UP TO DATE WITH DEVELOPMENTS AND TRENDS IN AGING LIFE CARE/GERIATRIC CARE MANAGEMENT AS WELL AS MARKET THEIR BUSINESS TO REFERRAL PARTNERS AND EDUCATE CONSUMERS ABOUT THE PROFESSION.

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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 $119,216

Program Service Revenue $1,460,056

Investment Income $20,958

Other Revenue $106,302

TOTAL REVENUE $1,706,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $415,289

Fundraising Expenses $0

Other Expenses $1,254,023

TOTAL EXPENSES $1,669,312

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,706,532	$1,471,283	+0.2%
Expenses	$1,669,312	$1,434,318	+0.2%
Net Income	$37,220	$36,965	+0.0%

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

Volunteers

100

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

$114,285

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE SANSEVERO	PRESIDENT	5.00	Officer Director	$0	$0	$0
KATE GRANIGAN	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
DEBRA FELDMAN	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE BARLAM	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
NINA HERNDON	DIRECTOR	2.00	Director	$0	$0	$0
LISA KAUFMAN	DIRECTOR	2.00	Director	$0	$0	$0
ANNETTE MURPHY	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN MURPHY	DIRECTOR	2.00	Director	$0	$0	$0
LINA SUPNET-ZAPATA	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA THOMAS	DIRECTOR	2.00	Director	$0	$0	$0
ELYSE WEBER-SACKS	DIRECTOR	2.00	Director	$0	$0	$0
JULIE WAGNER	CHIEF EXECUTIVE OFFICER	40.00	Officer	$101,420	$12,865	$114,285

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	$1,706,532	$1,669,312	$1,688,087	$37,220
2022	$1,471,283	$1,434,318	$1,549,741	$36,965
2021	$1,297,972	$1,104,799	$1,376,556	$193,173
2020	$1,125,509	$988,550	$1,124,897	$136,959
2019	$1,360,906	$1,282,355	$1,075,009	$78,551
2018	$1,405,375	$1,194,090	$924,139	$211,285

NATIONAL ASSOCIATION OF PROFESSIONAL GERIATRIC CARE MANAGERS INC