North American Association of Utility Distributors Inc (EIN 820570034) - 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

2002

Legal Domicile

Principal Officer

Cathy Gutierrez

Phone

8169854997

Tax Period

2023-01-01 to 2023-12-31

North American Association of Utility Distributors Inc, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $352K in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $68K, a strong 19% operating margin.

Mission

To foster business interests and promote higher business standards in the industry of electric utility distributors.

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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 $62,950

Program Service Revenue $289,164

Investment Income $10

Other Revenue $0

TOTAL REVENUE $352,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,015

Fundraising Expenses $0

Program Expenses $191,102

Other Expenses $228,836

TOTAL EXPENSES $283,851

Year-over-Year Comparison

	2023	2022	Change
Revenue	$352,124	$215,773	+0.6%
Expenses	$283,851	$262,438	+0.1%
Net Income	$68,273	$-46,665	-2.5%

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

N/A

Employees

N/A

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

Total Directors

$55,015

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rick Atkinson	Director	0.50	Director	$0	$0	$0
Brian Krumweide	Director	0.50	Director	$0	$0	$0
Jim Reinhardt	Director	0.50	Director	$0	$0	$0
Don Corley	Director	0.50	Director	$0	$0	$0
Paul Desjardins	Director	0.50	Director	$0	$0	$0
Mark Semchuk	Director	0.50	Director	$0	$0	$0
Lewis Rhoden	Director	0.50	Director	$0	$0	$0
Rusty Batch	Director	0.50	Director	$0	$0	$0
Cathy Gutierrez	Executive Director	20.00	Director	$55,015	$0	$55,015
Patrick Novak	Director	0.50	Director	$0	$0	$0
Brian Gidley	Director	0.50	Director	$0	$0	$0
Brett Turner	Vice President	2.00	Officer	$0	$0	$0
Jeff Stauffer	Sec-Treasurer	2.00	Officer	$0	$0	$0
Tom Kelly	President	2.00	Officer	$0	$0	$0

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	$352,124	$283,851	$494,745	$68,273
2022	$215,773	$262,438	$426,472	$-46,665
2021	$177,824	$108,122	$473,137	$69,702
2020	$72,371	$91,079	$403,435	$-18,708
2019	$265,136	$222,490	$422,143	$42,646
2018	$262,963	$211,834	$379,497	$51,129

North American Association of Utility Distributors Inc