NATIONAL ASSOCIATION OF SENIOR & SPECIALITY MOVE MANAGERS (EIN 593769649) - Form 990 Financial Analysis & Trantor Score

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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

2003

Legal Domicile

Principal Officer

MARYKAY BUYSSE

Phone

8776062766

Tax Period

2024-07-01 to 2025-06-30

NATIONAL ASSOCIATION OF SENIOR & SPECIALITY MOVE MANAGERS, founded in 2003, is a small nonprofit in the Community Improvement sector that reported $897K in total revenue in fiscal year 2024.

Mission

A PROFESSIONAL TRADE ASSOCIATION OF ORGANIZATIONS DEDICATED TO ASSISTING OLDER ADULTS WITH FAMILIES WITH THE PHYSICAL AND EMOTIONAL DEMANDS OF DOWNSIZING, RELOCATING OR MODIFYING THEIR RESIDENCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $892,601

Investment Income $1

Other Revenue $4,050

TOTAL REVENUE $896,652

Expense Breakdown

Grants Paid $0

Salaries & Benefits $491,567

Fundraising Expenses $20,704

Program Expenses $693,513

Other Expenses $461,701

TOTAL EXPENSES $953,268

Year-over-Year Comparison

	2024	2023	Change
Revenue	$896,652	$897,987	0.0%
Expenses	$953,268	$894,659	+0.1%
Net Income	$-56,616	$3,328	-18.0%

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

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

$462,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTY STEVENS-HEEBNER	DIRECTOR & P	8.00	Officer Director	$0	$0	$0
LISA BEVENS	DIRECTOR	2.00	Director	$0	$0	$0
GINA CAUGHEY	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE ELLERBROCK	DIRECTOR	2.00	Director	$0	$0	$0
ROBIN MEYEROWITZ	DIRECTOR	2.00	Director	$0	$0	$0
MIGUEL COLES	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER PICKET	EXECUTIVE DI	40.00	Officer	$231,000	$0	$231,000
MARYKAY BUYSSE	ASSOCIATE DI	40.00	Officer	$231,000	$0	$231,000

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	$896,652	$953,268	$397,825	$-56,616
2024	$897,987	$894,659	$482,338	$3,328
2023	$824,582	$827,728	$343,882	$-3,146
2022	$470,016	$547,616	$403,946	$-77,600
2021	$521,154	$518,676	$257,107	$2,478
2020	$830,315	$766,544	$252,104	$63,771
2019	$782,855	$756,224	$190,343	$26,631
2018	$723,920	$743,531	$165,405	$-19,611

NATIONAL ASSOCIATION OF SENIOR & SPECIALITY MOVE MANAGERS