NATL ORGANIZATION INV PROF CO BOXER & ASSOC (EIN 931197451) - 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

1983

Legal Domicile

Principal Officer

TIM MAHONEY

Phone

3032215959

Tax Period

2024-01-01 to 2024-12-31

NATL ORGANIZATION INV PROF CO BOXER & ASSOC, founded in 1983, is a small nonprofit that reported $300K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $273K left a modest 9% surplus.

Mission

Organization of investment professionals with a common objective of fostering a favorable regulatory environment for institutional participation in the securities markets with fair and open markets for all participants.

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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 $278,500

Investment Income $21,516

Other Revenue $0

TOTAL REVENUE $300,016

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $236,458

Other Expenses $203,292

TOTAL EXPENSES $273,292

Year-over-Year Comparison

	2024	2023	Change
Revenue	$300,016	$222,703	+0.3%
Expenses	$273,292	$200,667	+0.4%
Net Income	$26,724	$22,036	+0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW UPWARD	President	1.00	Officer	$0	$0	$0
KATE FARADAY	PAST CHAIRMAN	1.00	Officer	$0	$0	$0
TIM MAHONEY	Treasurer	1.00	Officer	$0	$0	$0
JENNY HADIARIS	Secretary	1.00	Officer	$0	$0	$0
MELISSA HINMON	VICE CHAIR	1.00	Officer	$0	$0	$0
JOSEPH GAWRONSKI	Chairman	1.00	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	$300,016	$273,292	$795,029	$26,724
2023	$222,703	$200,667	$768,467	$22,036
2022	$209,494	$196,603	$748,895	$12,891
2021	$87,520	$139,250	$736,004	$-51,730
2021	$87,520	$139,250	$736,004	$-51,730
2020	$146,379	$81,912	$788,450	$64,467
2020	$146,379	$81,912	$788,450	$64,467
2019	$220,050	$138,518	$731,974	$81,532
2018	$217,267	$184,717	$641,972	$32,550

NATL ORGANIZATION INV PROF CO BOXER & ASSOC