NATIONAL ALLIANCE OF PENSION PLAN ADMINISTRATORS (EIN 854088525) - 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

2020

Legal Domicile

Principal Officer

DEBBIE ZIMMER

Phone

4809685363

Tax Period

2023-01-01 to 2023-12-31

NATIONAL ALLIANCE OF PENSION PLAN ADMINISTRATORS, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $272K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $48K, a strong 18% operating margin.

Mission

OUR GROUP OF HIGH-PERFORMING, LIKE-MINDED RETIREMENT PLAN CONSULTANTS (TPAS) EXIST TO HELP OUR INDUSTRY, ORGANIZATIONS, PLAN SPONSORS, AND PLAN PARTICIPANTS THRIVE IN ANY RETIREMENT PLAN SITUATION IMAGINABLE. PURPOSEFULLY BUILT AROUND OUR UNCONVENTIONAL DIVERSITY, WE GUIDE OUR CLIENTS AND INDUSTRY TOWARD RETIREMENT RESULTS WITH GREAT CONFIDENCE.

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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 $270,000

Program Service Revenue $0

Investment Income $2,370

Other Revenue $0

TOTAL REVENUE $272,370

Expense Breakdown

Grants Paid $11,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $212,905

TOTAL EXPENSES $223,905

Year-over-Year Comparison

	2023	2022	Change
Revenue	$272,370	$216,107	+0.3%
Expenses	$223,905	$179,536	+0.2%
Net Income	$48,465	$36,571	+0.3%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB CARROLL	EXEC COMM OFFICER	2.00	Officer	$0	$0	$0
ANN SLOTWINSKI	EXECUTIVE DIRECTOR	2.00	Officer	$0	$0	$0
DEBBIE ZIMMER	EXEC COMM OFFICER	2.00	Officer	$0	$0	$0
PARRISH PETTEY	EXEC COMM OFFICER	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	$272,370	$223,905	$149,139	$48,465
2022	$216,107	$179,536	$100,674	$36,571
2021	$200,970	$177,667	$64,103	$23,303

NATIONAL ALLIANCE OF PENSION PLAN ADMINISTRATORS