NATIONAL CENTER FOR APEC (EIN 911648964) - 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

1994

Legal Domicile

Principal Officer

MONICA WHALEY

Phone

2064419022

Tax Period

2024-01-01 to 2024-12-31

NATIONAL CENTER FOR APEC, founded in 1994, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $2.1M exceeded revenue, resulting in a 11% operating deficit.

Mission

NCAPEC IS THE ONLY U.S. BUSINESS ASSOCIATION FOCUSED EXCLUSIVELY ON FACILITATING AMERICAN PRIVATE SECTOR INPUT TO THE APEC PROCESS. PROGRAMS TYPICALLY FEATURE DISCUSSIONS BETWEEN BUSINESS, GOVERNMENT AND ACADEMIA ON KEY TRADE AND ECONOMIC POLICY TOPICS IN THE ASIA-PACIFIC REGION. NCAPEC ALSO SERVES AS SECRETARIAT FOR THE U.S. EXECUTIVES WHO ARE APPOINTED MEMBERS OF THE APEC BUSINESS ADVISORY COUNCIL.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,838,755

Investment Income $60,829

Other Revenue $0

TOTAL REVENUE $1,899,584

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,367,131

Fundraising Expenses $0

Other Expenses $747,739

TOTAL EXPENSES $2,114,870

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,899,584	$13,981,289	-0.9%
Expenses	$2,114,870	$13,055,229	-0.8%
Net Income	$-215,286	$926,060	-1.2%

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

Volunteers

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

$558,642

Total Directors

Key Employees

$325,838

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN MULVANEY	POLICY COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
PHILIP VAUGHN	FINANCE COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
SARAH THORN	PROGRAM COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
PAUL NEUREITER	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
THEODORE AUSTELL III	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
RALPH CARTER	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
MICHAEL PERGINE	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
ANTONY COOK	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
MONIQUE RODRIGUEZ	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
ANN WEEKS	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
JJ ONG	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
CHRISTOPHER MELLY	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID ROTH	BOARD MEMBER	0.50	Director	$0	$0	$0
MARIO PALACIOS	BOARD MEMBER	0.50	Director	$0	$0	$0
JAKE JENNINGS	BOARD MEMBER	0.50	Director	$0	$0	$0
MURALI KRISHNAN	BOARD MEMBER	0.50	Director	$0	$0	$0
BRYANT CHAMBLISS	BOARD MEMBER	0.50	Director	$0	$0	$0
YANCY MOLNAR	BOARD MEMBER	0.50	Director	$0	$0	$0
EKREM SARPER	BOARD MEMBER	0.50	Director	$0	$0	$0
CATHERINE SIMMONS	BOARD MEMBER	0.50	Director	$0	$0	$0
BILL ANAYA	BOARD MEMBER	0.50	Director	$0	$0	$0
JULA STILLER	BOARD MEMBER	0.50	Director	$0	$0	$0
PETER LAVOY	BOARD MEMBER	0.50	Director	$0	$0	$0
NICHOLAS BRAMBLE	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL DIPAULA-COYLE	BOARD MEMBER	0.50	Director	$0	$0	$0
GEORGE ATANASOV	BOARD MEMBER	0.50	Director	$0	$0	$0
CLAY BERRY	BOARD MEMBER	0.50	Director	$0	$0	$0
KIRK HAYWOOD	BOARD MEMBER	0.50	Director	$0	$0	$0
DAN KONIGSBURG	BOARD MEMBER	0.50	Director	$0	$0	$0
TAYLOR SHOLLER	BOARD MEMBER	0.50	Director	$0	$0	$0
KIMBERLEY CLAMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
RAVI AURORA	BOARD MEMBER	0.50	Director	$0	$0	$0
ROBERT GRANT	BOARD MEMBER	0.50	Director	$0	$0	$0
FLAVIA ALVES	BOARD MEMBER	0.50	Director	$0	$0	$0
HAIFENG XUE	BOARD MEMBER	0.50	Director	$0	$0	$0
CANDICE ZHU	BOARD MEMBER	0.50	Director	$0	$0	$0
ZIYANG DAVID FAN	BOARD MEMBER	0.50	Director	$0	$0	$0
JEFF LUNDY	BOARD MEMBER	0.50	Director	$0	$0	$0
STEPHEN CLAEYS	BOARD MEMBER	0.50	Director	$0	$0	$0
PIERRE ALAIN SUR	BOARD MEMBER	0.50	Director	$0	$0	$0
AJ JONES II	BOARD MEMBER	0.50	Director	$0	$0	$0
MARTA PRADO	BOARD MEMBER	0.50	Director	$0	$0	$0
CYNTHIA TREGILLIS	BOARD MEMBER	0.50	Director	$0	$0	$0
MONICA HARDY WHALEY	PRESIDENT	40.00	Officer	$493,474	$65,168	$558,642
ALEX PARLE	EXECUTIVE VICE PRESIDENT	40.00	Key Emp	$266,943	$58,895	$325,838

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	$1,899,584	$2,114,870	$3,960,538	$-215,286
2023	$13,981,289	$13,055,229	$5,932,801	$926,060
2022	$1,888,589	$2,044,002	$6,441,685	$-155,413
2021	$1,598,097	$1,465,873	$3,822,560	$132,224
2020	$1,368,222	$1,474,121	$3,339,709	$-105,899
2019	$1,924,013	$1,943,814	$3,809,961	$-19,801
2018	$1,668,967	$1,600,857	$3,956,903	$68,110

NATIONAL CENTER FOR APEC