NATIONAL ASSOCIATION OF PUBLIC PEN… - 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

1988

Legal Domicile

Principal Officer

NOREEN JONES

Phone

5736161895

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF PUBLIC PENSION ATTORNEYS, founded in 1988, is a small nonprofit that reported $840K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $722K left a modest 14% surplus.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE ATTORNEYS WORKING FOR PUBLIC PENSION PLANS WITH A MEDIUM TO EXCHANGE INFORMATION, ADVANCE EDUCATION AND KNOWLEDGE, AND FOSTER SOUND PRINCIPLES, PROCEDURES AND PRACTICES IN THE FIELD OF PUBLIC PENSION PLANS.

Program Service Accomplishments

Program 1

Expenses: $352,816 Revenue: $356,540

THE ORGANIZATION PRODUCES AND CONDUCTS AN ANNUAL EDUCATIONAL CONFERENCE DESIGNED TO PROVIDE ITS MEMBERS AN OPPORTUNITY TO MEET OTHERS WORKING IN THE SAME PRACTICE AREA AND TO EXCHANGE IDEAS AND...

THE ORGANIZATION PRODUCES AND CONDUCTS AN ANNUAL EDUCATIONAL CONFERENCE DESIGNED TO PROVIDE ITS MEMBERS AN OPPORTUNITY TO MEET OTHERS WORKING IN THE SAME PRACTICE AREA AND TO EXCHANGE IDEAS AND EXPERIENCES REGARDING COMMON LEGAL ISSUES. THE ORGANIZATION OFFERS CONTINUING LEGAL EDUCATION CREDITS TO MEMBERS WHO ATTEND THE CONFERENCE. CREDIT HOURS GENERALLY RUN FROM 15 TO 18 INCLUDING TWO HOURS OF ETHICS.

Program 2

Expenses: $194,439 Revenue: $156,720

IN THE FIRST QUARTER OF THE YEAR, THE ORGANIZATION HOSTS A WINTER SEMINAR MEETING. THE MEETING INCLUDES A HALF-DAY LEGAL WORKSHOP FOR EACH OF THE FOUR STANDING SECTION STEERING COMMITTEES (BENEFITS, FIDUCIARY & PLAN GOVERNANCE, INVESTMENTS, AND TAX). THESE HALF-DAY SESSIONS ALLOW THE MEMBERS TO PARTICIPATE IN MORE EXTENSIVE DISCUSSIONS ON SPECIALIZED AREAS OF PENSION LAW. THIS YEAR'S WINTER SEMINAR INCLUDED 183 PAID REGISTRATIONS.

Program 3

Expenses: $11,004 Revenue: $287,425

THE ORGANIZATION PROVIDES A WEBSITE FOR THE BENEFIT AND USE OF ITS MEMBERS. THIS SITE IS AN EFFICIENT WAY TO DISSEMINATE INFORMATION TO THE MEMBERSHIP AND PROVIDES NETWORKING TOOLS TO KEEP THE...

THE ORGANIZATION PROVIDES A WEBSITE FOR THE BENEFIT AND USE OF ITS MEMBERS. THIS SITE IS AN EFFICIENT WAY TO DISSEMINATE INFORMATION TO THE MEMBERSHIP AND PROVIDES NETWORKING TOOLS TO KEEP THE MEMBERSHIP CONNECTED AND ENGAGED.THE ORGANIZATION PRODUCES A NEWSLETTER CONSISTING OF ARTICLES WRITTEN BY THE MEMBERSHIP AND IS DISTRIBUTED ELECTRONICALLY TWO TIMES A YEAR.

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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 $800,685

Investment Income $39,709

Other Revenue $0

TOTAL REVENUE $840,394

Expense Breakdown

Grants Paid $0

Salaries & Benefits $264,071

Fundraising Expenses $0

Program Expenses $558,259

Other Expenses $458,375

TOTAL EXPENSES $722,446

Year-over-Year Comparison

	2024	2023	Change
Revenue	$840,394	$894,346	-0.1%
Expenses	$722,446	$749,064	0.0%
Net Income	$117,948	$145,282	-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

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

$78,437

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE MCKINNON	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY RODA	DIRECTOR	1.00	Director	$0	$0	$0
LAURA GILSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEE LARSEN	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE DUGAN	VICE PRESIDENT	1.00	Director	$0	$0	$0
JULIE BORISOV	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN BELLAR	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT GAUSS	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH INDELICATO	DIRECTOR	1.00	Director	$0	$0	$0
NOREEN JONES	EXECUTIVE DIRECTOR	20.00	Officer	$78,437	$0	$78,437

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	$840,394	$722,446	$1,786,615	$117,948
2023	$894,346	$749,064	$1,656,800	$145,282
2022	$634,955	$572,514	$1,504,253	$62,441
2021	$496,330	$490,936	$1,375,474	$5,394
2020	$357,837	$418,307	$1,339,951	$-60,470
2019	$715,869	$652,927	$1,477,484	$62,942
2018	$727,836	$607,321	$1,429,767	$120,515

NATIONAL ASSOCIATION OF PUBLIC PENSION ATTORNEYS