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

2004

Legal Domicile

Principal Officer

CASEY CLARK

Phone

7038360466

Tax Period

2025-01-01 to 2025-12-31

NATIONAL ASSOCIATION OF PROFESSIONAL EMPLOYER ORGANIZATIONS, founded in 2004, is a mid-sized nonprofit in the Community Improvement sector that reported $12.2M in total revenue in fiscal year 2025. Expenses of $10.9M left a modest 11% surplus.

Mission

NATIONAL ASSOCIATION OF PROFESSIONAL EMPLOYER ORGANIZATIONS (NAPEO)'S MISSION IS TO GROW, PROMOTE, AND SUPPORT THE PEO INDUSTRY.

Program Service Accomplishments

Program 1

GOVERNMENT AFFAIRS: NATIONAL ASSOCIATION OF PROFESSIONAL EMPLOYER ORGANIZATIONS (NAPEO) LOBBIES ON BEHALF OF ITS MEMBERSHIP AT THE STATE AND FEDERAL LEVEL TO SECURE FAVORABLE LEGAL AND REGULATORY...

GOVERNMENT AFFAIRS: NATIONAL ASSOCIATION OF PROFESSIONAL EMPLOYER ORGANIZATIONS (NAPEO) LOBBIES ON BEHALF OF ITS MEMBERSHIP AT THE STATE AND FEDERAL LEVEL TO SECURE FAVORABLE LEGAL AND REGULATORY CERTAINTY FOR THE PEO INDUSTRY. NAPEO PROMOTES THE ADOPTION OF CONSISTENT AND COMPREHENSIVE STATE LAWS SIMILAR TO NAPEO'S MODEL PEO LEGISLATION. NAPEO PROMOTES A SET OF COMMONLY ACCEPTED PROFESSIONAL PRACTICES THAT ADDRESS FINANCIAL, ETHICAL, AND LEGAL PERFORMANCE. NAPEO DEPLOYS GRASSROOTS LOBBYING EFFORTS AMONG ITS MEMBERS TO COMPLEMENT PROFESSIONAL LOBBYING EFFORTS. NAPEO KEEPS MEMBERS INFORMED OF RELEVANT REGULATORY AND LEGISLATIVE DEVELOPMENTS AND INITIATIVES.

Program 2

EVENTS AND COMMITTEES: NAPEO IS THE PRIMARY SOURCE OF EDUCATION ON PEO INDUSTRY BEST PRACTICES AND SUPPORTS OPERATIONAL EXCELLENCE IN ITS MEMBER COMPANIES. IN 2025, NAPEO HOSTED IN-PERSON AND VIRTUAL EVENTS FOR ITS MEMBERS, PROVIDING ESSENTIAL AND TIMELY EDUCATION ON A VARIETY OF TOPIC AREAS INCLUDING FINANCE, LEGAL, REGULATORY, HUMAN RESOURCES, RISK MANAGEMENT, SALES, MARKETING, PAYROLL AND MORE. IN 2025, NAPEO HOSTED 39 WEBINARS/VIRTUAL EVENTS WITH A COMBINED TOTAL OF 3,850 PARTICIPANTS REGISTERED; ADDITIONALLY, 160 ATTENDED NAPEO'S IN-PERSON RISK MANAGEMENT WORKSHOP, 196 ATTENDED OUR PEO CAPITOL SUMMIT, 982 ATTENDED OUR ANNUAL CONFERENCE, 28 ATTENDED OUR NEXTGEN LEADERSHIP WORKSHOP, AND A COMBINED TOTAL OF 221 ATTENDED OUR 6 LEADERSHIP COUNCIL FORUMS.

Program 3

COMMUNICATIONS: NAPEO'S MARKETING AND COMMUNICATIONS EFFORTS FOCUS ON RAISING THE PROFILE OF THE PEO INDUSTRY AMONG THE GENERAL PUBLIC, POLICYMAKERS, AND THE MEDIA. THESE INITIATIVES AIM TO INCREASE AWARENESS AND UNDERSTANDING OF PEOS AND THEIR POSITIVE IMPACT ON SMALL BUSINESSES, AS WELL AS HELP SHAPE A FAVORABLE PUBLIC POLICY ENVIRONMENT. NAPEO ACCOMPLISHES THIS THROUGH A VARIETY OF TACTICS, INCLUDING PUBLIC AFFAIRS EFFORTS, INDUSTRY AND MARKET RESEARCH, BRAND/ MESSAGE DEVELOPMENT, ADVERTISING AND INDUSTRY MARKETING CAMPAIGNS. IN 2025, THE ASSOCIATION DEVELOPED A NEW WEBSITE FOR MEMBERS AND THE PUBLIC TO ACCESS INFORMATION ABOUT THE PEO INDUSTRY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $11,749,382

Investment Income $401,490

Other Revenue $64,938

TOTAL REVENUE $12,215,810

Expense Breakdown

Grants Paid $27,625

Salaries & Benefits $4,595,387

Fundraising Expenses $0

Other Expenses $6,279,265

TOTAL EXPENSES $10,902,277

Year-over-Year Comparison

	2025	2024	Change
Revenue	$12,215,810	$11,956,973	+0.0%
Expenses	$10,902,277	$11,237,424	0.0%
Net Income	$1,313,533	$719,549	+0.8%

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

150

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

$1,035,511

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL MANESS	CHAIR	6.00	Officer Director	$0	$0	$0
STEVE SCOTT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BRENT TILSON	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
DAVID FEINBERG	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
JOE BEERS	DIRECTOR	2.00	Director	$0	$0	$0
ERICA BRUNE	DIRECTOR	2.00	Director	$0	$0	$0
MONICA DENLER	DIRECTOR	2.00	Director	$0	$0	$0
ERIC FOSTER	DIRECTOR	2.00	Director	$0	$0	$0
DALE HAGEMAN	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA HOCH	DIRECTOR	2.00	Director	$0	$0	$0
COREY HOOKSTRA	DIRECTOR	2.00	Director	$0	$0	$0
HANK JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
WENDY KATZ	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA KELLY	DIRECTOR	2.00	Director	$0	$0	$0
BRITT LANDRUM III SPHR	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA MCHENRY ESQ	DIRECTOR	2.00	Director	$0	$0	$0
CHAD PARODI	DIRECTOR	2.00	Director	$0	$0	$0
JOHN POLSON	DIRECTOR	2.00	Director	$0	$0	$0
DARRYL WAGNER ESQ	DIRECTOR	2.00	Director	$0	$0	$0
RICK BARTHOLOMEW	DIRECTOR (FROM OCTOBER)	2.00	Director	$0	$0	$0
TIM GRAHAM	DIRECTOR (FROM OCTOBER)	2.00	Director	$0	$0	$0
DANIEL HARRIS	DIRECTOR (FROM OCTOBER)	2.00	Director	$0	$0	$0
ROGER HAYS JR	DIRECTOR (FROM OCTOBER)	2.00	Director	$0	$0	$0
ALEX CAMPOS	DIRECTOR (THRU OCTOBER)	2.00	Director	$0	$0	$0
AMIE REMINGTON	DIRECTOR (THRU OCTOBER)	2.00	Director	$0	$0	$0
THAD STEELE	DIRECTOR (THRU OCTOBER)	2.00	Director	$0	$0	$0
STEVE POLITIS	DIRECTOR (THRU OCTOBER)	2.00	Director	$0	$0	$0
JULIE LONG	DIRECTOR (THRU OCTOBER)	2.00	Director	$0	$0	$0
CASEY CLARK	PRESIDENT & CEO	40.00	Officer	$692,673	$14,260	$706,933
FARRAH FIELDER	CHIEF OPERATING OFFICER	40.00	Officer	$297,396	$31,182	$328,578
WILLIAM SISSAMIS	VP, FINANCE	40.00	Highest	$203,359	$9,753	$213,112
KERRY CARRUTHERS	VP, MARKETING & COMMUNICATIONS	40.00	Highest	$231,184	$18,422	$249,606
THOMAS STOHLER	VP, FED GOVT AFFAIRS (THRU AUGUST)	40.00	Highest	$317,534	$23,881	$341,415
NANCY BENOUDIZ	VP, MEMBERSHIP DEVELOPMENT	40.00	Highest	$389,149	$26,711	$415,860
HANNAH WALKER	VP, STATE GOVERNMENT AFFAIRS	40.00	Highest	$223,606	$24,468	$248,074

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	$12,215,810	$10,902,277	$11,197,992	$1,313,533
2024	$11,956,973	$11,237,424	$9,038,188	$719,549
2023	$10,993,886	$11,528,323	$8,852,573	$-534,437
2022	$10,462,146	$9,793,943	$8,748,844	$668,203
2021	$8,665,299	$8,016,443	$9,490,281	$648,856
2020	$7,214,760	$6,917,963	$7,916,752	$296,797
2019	$8,304,521	$7,908,627	$6,840,042	$395,894
2018	$7,714,474	$7,343,845	$6,254,227	$370,629

NATIONAL ASSOCIATION OF PROFESSIONAL EMPLOYER ORGANIZATIONS