National Association of Educationa… - 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

1921

Legal Domicile

Principal Officer

Bradley Pryba

Phone

4435435527

Tax Period

2023-01-01 to 2023-12-31

National Association of Educational Procurement, founded in 1921, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 6% surplus.

Mission

To advocate the development, exchange and practice of effective and ethical procurement principles and techniques within higher education and associated communities, through continuing education and networking.

Program Service Accomplishments

Program 1

Expenses: $1,133,895 Revenue: $1,156,535

The education of medical facilities and educational institutions in their purchase of supplies and equipment.

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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 $2,695

Program Service Revenue $1,156,485

Investment Income $7,897

Other Revenue $100,050

TOTAL REVENUE $1,267,127

Expense Breakdown

Grants Paid $56,277

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,133,895

Other Expenses $1,139,582

TOTAL EXPENSES $1,195,859

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,267,127	$1,112,789	+0.1%
Expenses	$1,195,859	$781,449	+0.5%
Net Income	$71,268	$331,340	-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

200

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
Lisa Considine-Fontes	New England Region President	5.00	Officer Director	$0	$0	$0
Juliana Esposito	New England Region Vice President	5.00	Officer Director	$0	$0	$0
Paula Doyle	New England Region Treasurer	5.00	Officer Director	$0	$0	$0
Jesse Mader	New England Immediate Past President	5.00	Officer Director	$0	$0	$0
Stephanie Deyette	Upstate New York Co-President	5.00	Officer Director	$0	$0	$0
Mark Stacy	Upstate New York Co-President	5.00	Officer Director	$0	$0	$0
Terri Locher	Upstate New York Treasurer	5.00	Officer Director	$0	$0	$0
Molly Ogden	Upstate New York Secretary	5.00	Officer Director	$0	$0	$0
Michelle McCarthy	Upstate New York Immediate Past President	5.00	Officer Director	$0	$0	$0
Chris Kane	District II Chair	5.00	Officer Director	$0	$0	$0
Dave Collins	District II Vice Chair Programming	5.00	Officer Director	$0	$0	$0
Karen Gallagher	District II Vice Chair Marketing	5.00	Officer Director	$0	$0	$0
Jennifer McCullough	District II Vice Chair Sponsorship	5.00	Officer Director	$0	$0	$0
Julie Martin	District II Vice Annual Meeting Operations	5.00	Officer Director	$0	$0	$0
Mike Chmielewski	District II Treasurer	5.00	Officer Director	$0	$0	$0
Amber Horn	Kentucky Region President	5.00	Officer Director	$0	$0	$0
Brittney Green	Kentucky Region Sr Vice President	5.00	Officer Director	$0	$0	$0
David Stefanic	Kentucky Region Secretary / Treasurer	5.00	Officer Director	$0	$0	$0
Paige McDaniel	Kentucky Region Immediate Past President	5.00	Officer Director	$0	$0	$0
Deidre Edwards	District III Chair	5.00	Officer Director	$0	$0	$0
Andrea Cashell	District III Vice Chair Programming	5.00	Officer Director	$0	$0	$0
Kevin Carraway	District III Vice Chair Sponsorship	5.00	Officer Director	$0	$0	$0
Michael Sullivan	District III Vice Chair Membership	5.00	Officer Director	$0	$0	$0
Pat Walton	District III Vice Chair Secretary	5.00	Officer Director	$0	$0	$0
Mitchell Jermyn	District III Treasurer	5.00	Officer Director	$0	$0	$0
Cherie Mathews	Michigan Region President	5.00	Officer Director	$0	$0	$0
Robert Matthews	Michigan Region Treasurer	5.00	Officer Director	$0	$0	$0
Denise Weisgerber	Michigan Region Immediate Past President	5.00	Officer Director	$0	$0	$0
Yolanda Nummer	Michigan Region Secretary	5.00	Officer Director	$0	$0	$0
Laura Baessler	Great Lakes Region President	5.00	Officer Director	$0	$0	$0
Kayci Puckett	Great Lakes Region 1st Vice President	5.00	Officer Director	$0	$0	$0
Vanessa Freeman	Great Lakes Region 2nd Vice President	5.00	Officer Director	$0	$0	$0
Jeff Sponn	Great Lakes Region Immediate Past President	5.00	Officer Director	$0	$0	$0
Jay Simpson	Great Lakes Region Treasurer	5.00	Officer Director	$0	$0	$0
Kathi Sipes	Great Lakes Membership Chair	5.00	Officer Director	$0	$0	$0
Teresa Vest	Great Plains Region President	5.00	Officer Director	$0	$0	$0
Casie Ewalt	Great Plains Region Treasurer	5.00	Officer Director	$0	$0	$0
Julie Klocke	Great Plains Region 1st Vice President	5.00	Officer Director	$0	$0	$0
Tayler Johnson	Great Plains Region 2nd Vice President	5.00	Officer Director	$0	$0	$0
Jamie Albertsen	Great Plains Region Immediate Past President	5.00	Officer Director	$0	$0	$0
Sam Bales	Great Plains Region Secretary	5.00	Officer Director	$0	$0	$0
Gay Pace	TOAL Region President	5.00	Officer Director	$0	$0	$0
Desiree Taggard	TOAL Region Vice President	5.00	Officer Director	$0	$0	$0
Mary E Williams	TOAL Region Treasurer	5.00	Officer Director	$0	$0	$0
Robby Bounds	TOAL Region Immediate Past President	5.00	Officer Director	$0	$0	$0
Joseph White	TOAL Region Secretary	5.00	Officer Director	$0	$0	$0
Sean Parker	District VI Chair	5.00	Officer Director	$0	$0	$0
Skyler Thimens	District VI Vice Chair	5.00	Officer Director	$0	$0	$0
Cristal Swain	District VI Vice Chair Programming	5.00	Officer Director	$0	$0	$0
Heather Vinograd	District VI Vice Chair Sponsorship	5.00	Officer Director	$0	$0	$0
Snehal Bhatt	District VI Immediate Past Chair	5.00	Officer Director	$0	$0	$0
Terri O'Toole	District VI Treasurer	5.00	Officer Director	$0	$0	$0
Jen Carmichael	ULSCA President	5.00	Officer Director	$0	$0	$0
Tim Klein	ULSCA Vice President	5.00	Officer Director	$0	$0	$0
Kristen Weidler	ULSCA Treasurer	5.00	Officer Director	$0	$0	$0
Leah Isbell	ULSCA Administrative Officer	5.00	Officer Director	$0	$0	$0
Robbie Jacob	ULSCA Cabinet Member	5.00	Officer Director	$0	$0	$0
Andrew Alcazar	ULSCA Technology Officer	5.00	Officer Director	$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	$1,267,127	$1,195,859	$1,384,070	$71,268
2022	$1,112,789	$781,449	$1,216,509	$331,340
2021	$592,192	$545,946	$911,633	$46,246
2020	$91,056	$65,806	$839,258	$25,250
2019	$978,332	$944,525	$820,957	$33,807
2018	$753,426	$688,976	$774,301	$64,450

National Association of Educational Procurement