NATIONAL EXCHANGE CLUB 1634 (EIN 237005762) - 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

1948

Legal Domicile

Principal Officer

GENO ANGELI

Phone

9064755945

Tax Period

2024-07-01 to 2025-06-30

NATIONAL EXCHANGE CLUB 1634, founded in 1948, is a micro nonprofit that reported $43K in total revenue in fiscal year 2024. The organization ran a surplus of $9K, a strong 21% operating margin.

Mission

TO PROMOTE ACTIVE PARTICIPATION IN THE PROGRAM OF SERVICE OF THE NATIONAL EXCHANGE CLUB AND ITS NATIONAL PROJECT, THE PREVENTION OF CHILD ABUSE FOR THE BETTERMENT OF THE COMMUNITY

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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 $11,280

Program Service Revenue $0

Investment Income $3

Other Revenue $31,834

TOTAL REVENUE $43,117

Expense Breakdown

Grants Paid $27,984

Salaries & Benefits $0

Fundraising Expenses $183

Program Expenses $28,092

Other Expenses $6,241

TOTAL EXPENSES $34,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,117	$40,182	+0.1%
Expenses	$34,225	$33,694	+0.0%
Net Income	$8,892	$6,488	+0.4%

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

100

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
GENO ANGELI	PRESIDENT	3.00	Officer	$0	$0	$0
IAN BEK	VICE PRESIDENT	1.00	Officer	$0	$0	$0
DEBBIE WILKIE	SECRETARY	2.00	Officer	$0	$0	$0
JODI THAMS	TREASURER	2.00	Officer	$0	$0	$0
DAVE SCHNEIDER	PAST PRESIDENT	1.00	Officer	$0	$0	$0
RON PLOTEZKA	DIRECTOR	1.00	Director	$0	$0	$0
TERRY GREEN	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN TREMBATH	DIRECTOR	1.00	Director	$0	$0	$0
JIM INGLE	DIRECTOR	1.00	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
2025	$43,117	$34,225	$22,191	$8,892
2024	$40,182	$33,694	No data	$6,488
2023	$25,562	$26,699	No data	$-1,137
2022	$27,092	$31,754	No data	$-4,662

NATIONAL EXCHANGE CLUB 1634