NATIONAL EXCHANGE CLUB (EIN 237008383) - 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

1949

Legal Domicile

Principal Officer

WILLIAM E DEASON

Phone

9044778173

Tax Period

2023-07-01 to 2024-06-30

NATIONAL EXCHANGE CLUB, founded in 1949, is a micro nonprofit that reported $50K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $48K left a modest 4% surplus.

Mission

PROMOTING AND PARTICIPATING IN THE PROGRAMS OF SERVICE OF THE NATIONAL EXCHANGE CLUB WHICH ARE AMERICANISM, SERVICE TO YOUTH, COMMUNITY SERVICE AND CHILD ABUSE PREVENTION AWARENESS.

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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 $24,534

Program Service Revenue $25,000

Investment Income $5

Other Revenue $0

TOTAL REVENUE $49,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,918

Other Expenses $47,683

TOTAL EXPENSES $47,683

Year-over-Year Comparison

	2023	2022	Change
Revenue	$49,539	$45,017	+0.1%
Expenses	$47,683	$45,124	+0.1%
Net Income	$1,856	$-107	-18.3%

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
MARILYN BENNETT	DIRECTOR	0.30	Director	$0	$0	$0
HEATHER GONZALES	DIRECTOR	0.30	Director	$0	$0	$0
LINDA HAYES	DIRECTOR	0.30	Director	$0	$0	$0
KIRBY MCSWAIN	DIRECTOR	0.30	Director	$0	$0	$0
MARY SNYDER	DIRECTOR	0.30	Director	$0	$0	$0
JIM STRICKLAND	DIRECTOR	0.30	Director	$0	$0	$0
GEORGE BARNHILL	PRESIDENT	2.00	Officer	$0	$0	$0
WILLIAM E DEASON	TREASURER	3.00	Officer	$0	$0	$0
T CRAIG HEAD	IMMEDIATE PA	1.00	Officer	$0	$0	$0
DAVID JOHNSON	PRESIDENT-EL	1.00	Officer	$0	$0	$0
LARRY PAULK	ASST. TREASU	1.00	Officer	$0	$0	$0
VIRGINIA PEAGLER	SECRETARY	2.00	Officer	$0	$0	$0
JIMMY WHITE	VICE-PRESIDE	0.50	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
2025	No data	No data	No data	No data
2024	$49,539	$47,683	$6,732	$1,856
2023	$45,017	$45,124	$4,473	$-107
2022	$49,907	$48,179	$5,027	$1,728
2021	$33,913	$39,742	$3,149	$-5,829

NATIONAL EXCHANGE CLUB