NATIONAL ASSOCIATION OF PROFESSIONAL EMPLOYER ORGANIZATIONS (EIN 743117195) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

CASEY M CLARK

Phone

7038360466

Tax Period

2024-01-01 to 2024-12-31

NATIONAL ASSOCIATION OF PROFESSIONAL EMPLOYER ORGANIZATION, founded in 1984, is a community nonprofit in the Community Improvement sector that reported $7.7M in total revenue in fiscal year 2018. Expenses of $7.3M left a modest 5% surplus.

Mission

NAPEO'S MISSION IS TO GROW, PROMOTE, AND SUPPORT THE PEO INDUSTRY.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $11,360,488

Investment Income $384,201

Other Revenue $212,284

TOTAL REVENUE $11,956,973

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,447,456

Fundraising Expenses $0

Other Expenses $6,789,968

TOTAL EXPENSES $11,237,424

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,956,973	$10,993,886	+0.1%
Expenses	$11,237,424	$11,528,323	0.0%
Net Income	$719,549	$-534,437	-2.3%

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

$1,180,795

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID FEINBERG	CHAIR	6.00	Officer Director	$0	$0	$0
STEVE POLITIS	IMMEDIATE PAST CHAIR & SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
BILL MANESS	VICE 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
ALEX CAMPOS	DIRECTOR	2.00	Director	$0	$0	$0
MONICA DENLER	DIRECTOR	2.00	Director	$0	$0	$0
DALE HAGEMAN	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
BRITT LANDRUM III	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA MCHENRY	DIRECTOR	2.00	Director	$0	$0	$0
JOHN POLSON	DIRECTOR	2.00	Director	$0	$0	$0
AMIE REMINGTON	DIRECTOR	2.00	Director	$0	$0	$0
THAD STEELE	DIRECTOR	2.00	Director	$0	$0	$0
ERIC FOSTER	DIRECTOR (FROM SEPT 2024)	2.00	Director	$0	$0	$0
ANGELA HOCH	DIRECTOR (FROM SEPT 2024)	2.00	Director	$0	$0	$0
MELISSA KELLY	DIRECTOR (FROM SEPT 2024)	2.00	Director	$0	$0	$0
JULIE LONG	DIRECTOR (FROM SEPT 2024)	2.00	Director	$0	$0	$0
CHAD PARODI	DIRECTOR (FROM SEPT 2024)	2.00	Director	$0	$0	$0
STEVE SCOTT	DIRECTOR (FROM SEPT 2024)	2.00	Director	$0	$0	$0
TARA CONGER	DIRECTOR (THRU SEPT 2024)	2.00	Director	$0	$0	$0
KRISTEN APPLEMAN	DIRECTOR (THRU SEPT 2024)	2.00	Director	$0	$0	$0
CELESTE JOHNSON	DIRECTOR (THRU SEPT 2024)	2.00	Director	$0	$0	$0
CARLOS SALADRIGAS	DIRECTOR (THRU SEPT 2024)	2.00	Director	$0	$0	$0
TERRY SUKALSKI	DIRECTOR (THRU SEPT 2024)	2.00	Director	$0	$0	$0
GEOFFREY VANDAL	DIRECTOR (THRU SEPT 2024)	2.00	Director	$0	$0	$0
SAMANTHA WELLINGTON	DIRECTOR (THRU SEPT 2024)	2.00	Director	$0	$0	$0
CASEY M CLARK	PRESIDENT & CEO	40.00	Officer	$725,537	$13,966	$739,503
FARRAH L FIELDER	COO	40.00	Officer	$275,301	$29,189	$304,490
PATRICK J CLEARY	PRESIDENT & CEO (THRU JAN 2024)	40.00	Officer	$133,522	$3,280	$136,802
KERRY CARRUTHERS	VP OF MARKETING & COMMUN.	40.00	Highest	$198,779	$23,364	$222,143
THOMAS STOHLER	VP OF FED GOVT AFFAIRS	40.00	Highest	$228,348	$40,275	$268,623
NANCY BENOUDIZ	VICE PRESIDENT OF MEMBER DEV.	40.00	Highest	$339,956	$18,304	$358,260
HANNAH WALKER	SENIOR DIRECTOR STATE GOVT AFFAIRS	40.00	Highest	$188,170	$22,006	$210,176
NICHOLAS KAPIOTIS	GENERAL COUNSEL (THRU JUNE 2024)	40.00	Highest	$148,353	$16,239	$164,592

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	$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