DirectEmployers Association Inc (EIN 300008235) - 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

2001

Legal Domicile

Principal Officer

Dan Jordan

Phone

3178749000

Tax Period

2024-01-01 to 2024-12-31

DirectEmployers Association Inc, founded in 2001, is a mid-sized nonprofit in the Mutual Benefit sector that reported $18.8M in total revenue in fiscal year 2024. Expenses of $17.2M left a modest 9% surplus.

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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 $0

Program Service Revenue $18,083,785

Investment Income $441,255

Other Revenue $285,387

TOTAL REVENUE $18,810,427

Expense Breakdown

Grants Paid $43,400

Salaries & Benefits $10,680,488

Fundraising Expenses $0

Other Expenses $6,439,182

TOTAL EXPENSES $17,163,070

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,810,427	$17,492,753	+0.1%
Expenses	$17,163,070	$15,882,252	+0.1%
Net Income	$1,647,357	$1,610,501	+0.0%

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

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

$1,430,029

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Pier	Exec Committee Member at Large	1.00	Officer Director	$0	$0	$0
Chris Liakos	Past President	3.00	Officer Director	$0	$0	$0
Dana Deason	President	2.00	Officer Director	$0	$0	$0
Mike Bazinet	Pres. Elect - exit 12/24	1.00	Officer Director	$0	$0	$0
Paul White	Past President - Exit 4/24	1.00	Officer Director	$0	$0	$0
John Whalin	Director	1.00	Director	$0	$0	$0
Bev Curtis	Director	1.00	Director	$0	$0	$0
Diego Gonzales	Pres. Elect - began 12/24	1.00	Officer Director	$0	$0	$0
Srabanti Mishra	Director	1.00	Director	$0	$0	$0
Julie O'hara-Harvey	Director	1.00	Director	$0	$0	$0
Brian Newberry	Director	1.00	Director	$0	$0	$0
Brandy Luna	Director	1.00	Director	$0	$0	$0
Luz Cuevas-Santos	Director - Began 12/24	1.00	Director	$0	$0	$0
Brad Jordan	Director	1.00	Director	$0	$0	$0
Anne Chamberlin	Director	1.00	Director	$0	$0	$0
Tom Eckhart	Interim Executive Director	40.00	Officer	$414,954	$24,050	$439,004
Dan Jordan	Secretary/Treasurer	40.00	Officer	$212,937	$19,192	$232,129
Candee Chambers	Executive Director-Exit 8/2024	40.00	Officer	$747,167	$11,729	$758,896
Harold Cooper	VP Product Development	40.00	Highest	$318,515	$28,011	$346,526
AJ Selvey	VP Membership Development	40.00	Highest	$298,049	$29,388	$327,437
Shannon Offord	VP Strategic P'ships and Alliances	40.00	Highest	$246,250	$20,504	$266,754
Jaime Costilow	VP of Marketing	40.00	Highest	$210,883	$19,197	$230,080
Dee Anne Bruin-Faller	RVP Membership Development	40.00	Highest	$205,214	$19,748	$224,962

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	$18,810,427	$17,163,070	$18,225,831	$1,647,357
2023	$17,492,753	$15,882,252	$16,701,228	$1,610,501
2022	$17,477,309	$15,868,301	$14,647,074	$1,609,008
2021	$15,212,519	$17,171,442	$10,667,744	$-1,958,923
2020	$15,599,759	$14,934,317	$11,471,416	$665,442
2019	$16,922,061	$17,054,462	$10,910,007	$-132,401
2018	$13,853,108	$12,627,074	$10,346,509	$1,226,034

DirectEmployers Association Inc