Employee Assistance Professionals Association (EIN 237364481) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

Julie Fabsik-Swarts

Phone

7033871000

Tax Period

2024-07-01 to 2025-06-30

EMPLOYEE ASSISTANCE PROFESSIONALS ASSOCIATION, founded in 1971, is a community nonprofit in the Employment sector that reported $1.5M in total revenue in fiscal year 2018.

Mission

PROMOTE THE HIGHEST STANDARDS OF PRACTICE AND THE CONTINUING DEVELOPMENT OF EMPLOYEE ASSISTANCE PROFESSIONALS, PROGRAMS, AND SERVICES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $276,599

Program Service Revenue $1,009,827

Investment Income $30,379

Other Revenue $0

TOTAL REVENUE $1,316,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $416,856

Fundraising Expenses $25,034

Program Expenses $791,924

Other Expenses $546,836

TOTAL EXPENSES $963,692

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,316,805	$1,105,729	+0.2%
Expenses	$963,692	$930,278	+0.0%
Net Income	$353,113	$175,451	+1.0%

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

N/A

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

$157,394

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Fabsik-Swarts	CEO	40.00	Officer	$157,394	$0	$157,394
Bryn McNutt	Director	2.00	Director	$0	$0	$0
Eugene Farrell	Director	2.00	Director	$0	$0	$0
Ken Deptuck	Director	2.00	Director	$0	$0	$0
Ian Quamina	Director	2.00	Director	$0	$0	$0
Dave Nix	Director	2.00	Director	$0	$0	$0
Mark Berg	Director	2.00	Director	$0	$0	$0
Erik Nilsen	Director	2.00	Director	$0	$0	$0
Radhi Vandayar	Director	2.00	Director	$0	$0	$0
Dan Boissonneault Past President	Director	2.00	Director	$0	$0	$0
Daryl Joseph	President	5.00	Officer	$0	$0	$0
Lee Ann Aden	Treasurer	5.00	Officer	$0	$0	$0
Sherry Courtemanche	Vice President	5.00	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
2025	$1,316,805	$963,692	$963,383	$353,113
2024	$1,105,729	$930,278	$647,174	$175,451
2023	$1,178,026	$1,171,107	$344,151	$6,919
2022	$1,145,576	$1,437,014	$537,216	$-291,438
2021	$904,286	$1,143,840	$1,068,483	$-239,554
2020	$1,325,108	$1,567,617	$935,810	$-242,509
2019	$1,516,912	$1,622,511	$1,197,811	$-105,599

Employee Assistance Professionals Association