NATIONAL TRUCK AND HEAVY EQUIPMENT CLAIMS COUNCIL (EIN 237403769) - 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

1981

Legal Domicile

Principal Officer

KENT MORTENSEN

Phone

6513104493

Tax Period

2024-10-01 to 2025-09-30

NATIONAL TRUCK AND HEAVY EQUIPMENT CLAIMS COUNCIL, founded in 1981, is a small nonprofit in the Community Improvement sector that reported $303K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $265K left a modest 13% surplus.

Mission

PROMOTE AND DEVELOP STANDARDS FOR HANDLING CLAIMS

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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 $69,345

Program Service Revenue $233,390

Investment Income $8

Other Revenue $0

TOTAL REVENUE $302,743

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $16,500

Fundraising Expenses $0

Program Expenses $264,583

Other Expenses $198,083

TOTAL EXPENSES $264,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$302,743	$267,893	+0.1%
Expenses	$264,583	$306,539	-0.1%
Net Income	$38,160	$-38,646	-2.0%

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

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

$4,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD BRUCE	EXECUTIVE DIR	4.00		$12,000	$0	$12,000
DARRELL BICKLEY	Director	5.00	Director	$4,500	$0	$4,500
RICHARD BRUCE	Executive Dir.	5.00	Director	$0	$0	$0
NEIL STANLEY	Director	1.00	Director	$0	$0	$0
CHARLES JACKSON	Director	0.00	Director	$0	$0	$0
KENT MORTENSEN	Treasurer	1.00	Officer	$0	$0	$0
RICK HAYWOOD	Director	1.00	Officer	$0	$0	$0
LEON R BROWNLEE	President Elect	5.00	Officer	$0	$0	$0
ED WILLIAMS	PAST PRESIDENT	1.00	Officer	$0	$0	$0
NORBERT LITZ JR	Secretary	1.00	Officer	$0	$0	$0
BRIAN WERINGER	Treasurer	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
2025	$302,743	$264,583	$191,849	$38,160
2024	$267,893	$306,539	$153,689	$-38,646
2023	$256,039	$275,643	$192,335	$-19,604
2022	$254,021	$398,425	$211,939	$-144,404
2021	$214,853	$180,922	$356,343	$33,931
2020	$98,297	$156,131	$322,412	$-57,834

NATIONAL TRUCK AND HEAVY EQUIPMENT CLAIMS COUNCIL