SOCIETY FOR PERSONALITY ASSESSMENT

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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

1938

Legal Domicile

Principal Officer

NATHAN VICTORIA

Phone

7035344772

Tax Period

2023-01-01 to 2023-12-31

SOCIETY FOR PERSONALITY ASSESSMENT, founded in 1938, is a micro nonprofit in the Social Science sector that reported $81K in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $193K exceeded revenue, resulting in a 137% operating deficit.

Mission

THE MISSION IS TO PROVIDE FOR AN ANNUAL ASSEMBLY OF MEMBERS IN ORDER TO SHARE RESEARCH AND CLINICAL EXPERIENCE AS WELL AS PROVIDE MEMBERS WITH THE JOURNAL OF PERSONALITY ASSESSMENT.

Program Service Accomplishments

Program 1

IN 2021 THE ORGANIZATION BEGAN DISCUSSIONS WITH THE SOCIETY OF PERSONALITY ASSESSMENT FOUNDATION TO TRANSFER ITS ASSETS. WHEN THE ORGANIZATION WAS FIRST FORMED, THE ACTIVITIES IT PERFORMED MET THE...

IN 2021 THE ORGANIZATION BEGAN DISCUSSIONS WITH THE SOCIETY OF PERSONALITY ASSESSMENT FOUNDATION TO TRANSFER ITS ASSETS. WHEN THE ORGANIZATION WAS FIRST FORMED, THE ACTIVITIES IT PERFORMED MET THE QUALIFICATIONS FOR A PROFESSIONAL ASSOCIATION. OVER THE COURSE OF ITS LIFE, THIS MISSION BECAME PRIMARILY EDUCATIONAL IN NATURE WHICH FALLS UNDER THE ACTIVITIES THAT THE FOUNDATION IS PERFORMING. AT THE END OF 2023 ALL ASSETS WITH THE EXCEPTION OF THE INVESTMENT ACCOUNTS WERE DONATED TO THE FOUNDATION SO THAT THE FOUNDATION COULD INCREASE ITS PROGRAMS AND OUTREACH. IT IS ANTICIPATED THAT THESE INVESTMENT ACCOUNTS WILL TRANSFER TO THE FOUNDATION BY THE END OF 2024. AS PART OF ITS AGREEMENT WITH THE FOUNDATION, THE ORGANIZATION DONATES ALL OF ITS NET INVESTMENT ACTIVITY FOR THE YEAR TO THE FOUNDATION.

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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 $0

Program Service Revenue $0

Investment Income $81,459

Other Revenue $0

TOTAL REVENUE $81,459

Expense Breakdown

Grants Paid $179,423

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $13,424

TOTAL EXPENSES $192,847

Year-over-Year Comparison

	2023	2022	Change
Revenue	$81,459	$50,389	+0.6%
Expenses	$192,847	$193,539	0.0%
Net Income	$-111,388	$-143,150	-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

$156,458

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATHAN VICTORIA	CHIEF EXECUTIVE OFFICER	005.00	Officer	$0	$6,458	$156,458
A JILL CLEMENCE	PRESIDENT	000.75	Officer Director	$0	$0	$0
JAIME ANDERSON	SECRETARY	000.75	Officer Director	$0	$0	$0
TAYLA TC LEE	TREASURER	000.75	Officer Director	$0	$0	$0
JAN KAMPHUIS	PRESIDENT ELECT	000.75	Officer Director	$0	$0	$0
JOHN MCNULTY	IMMEDIATE PAST PRESIDENT	000.25	Officer Director	$0	$0	$0
NICOLE CAIN	BOARD MEMBER	000.25	Director	$0	$0	$0
LEONARD SIMMS	BOARD MEMBER	000.25	Director	$0	$0	$0
KSERA DYETTE	BOARD MEMBER	000.25	Director	$0	$0	$0
KATIE C LEWIS	BOARD MEMBER	000.25	Director	$0	$0	$0
KINSHASA BENNETT	BOARD MEMBER	000.25	Director	$0	$0	$0
ABBY MULAY	BOARD MEMBER	000.25	Director	$0	$0	$0
KATHERINE M THOMAS	BOARD MEMBER	000.25	Director	$0	$0	$0
A JORDAN WRIGHT	BOARD MEMBER	000.25	Director	$0	$0	$0
NATHAN VICTORIA	BOARD MEMBER	000.25	Director	$0	$0	$0
ESIN ASAN	BOARD MEMBER	000.25	Director	$0	$0	$0
MARTIN SELLBOM	BOARD MEMBER	000.25	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	$81,459	$192,847	$1,657,895	$-111,388
2022	$50,389	$193,539	$1,524,096	$-143,150
2021	$641,292	$653,095	$2,071,443	$-11,803
2020	$557,268	$474,635	$1,944,960	$82,633
2019	$617,727	$538,751	$1,781,223	$78,976
2018	$661,550	$611,207	$1,551,868	$50,343