EPICOR USERS GROUP INC (FKA DATAWORKS USERS ALLIANCEINC) (EIN 330649357) - 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

1990

Legal Domicile

Principal Officer

DANIELLE HOLBROOK

Phone

7178032352

Tax Period

2022-01-01 to 2022-12-31

EPICOR USERS GROUP INC (FKA DATAWORKS USERS ALLIANCEINC), founded in 1990, is a small nonprofit that reported $263K in total revenue in fiscal year 2022. Revenue decreased 10% compared to the prior year. Expenses of $344K exceeded revenue, resulting in a 31% operating deficit.

Mission

CONDUCT USER FORUMS AND MEETINGS FOR THE SHARING OF INFORMATION AND IMPROVEMENT OF THE SOFTWARE PRODUCTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $229,951

Investment Income $20,674

Other Revenue $12,000

TOTAL REVENUE $262,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $156,345

Fundraising Expenses $13,058

Program Expenses $286,304

Other Expenses $187,787

TOTAL EXPENSES $344,132

Year-over-Year Comparison

	2022	2021	Change
Revenue	$262,625	$290,357	-0.1%
Expenses	$344,132	$361,740	0.0%
Net Income	$-81,507	$-71,383	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELLE HOLBROOK	PRESIDENT	N/A	Officer Director	$0	$0	$0
MONTY WILSON - NA	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DOUG OSWALD	SECRETARY	N/A	Officer Director	$0	$0	$0
JOHN DILLON	GLOBAL EDU C	N/A	Director	$0	$0	$0
STEPHANIE BRUEWER	LEADERSHIP C	N/A	Director	$0	$0	$0
JOHN BAILLY	EPICOR ERP L	N/A	Director	$0	$0	$0
JENNIFER CURLEE	LEGACY PRODU	N/A	Director	$0	$0	$0
JENNIFER MESIANO	NA REGIONAL	N/A	Director	$0	$0	$0
MARIBETH PICARD	2K/ ISOULTIO	N/A	Director	$0	$0	$0
DEANNA FORTSON	HCM LIAISON	N/A	Director	$0	$0	$0
MERCER SISSON	PAST PRESIDE	N/A	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
2022	$262,625	$344,132	$522,445	$-81,507
2021	$290,357	$361,740	$725,210	$-71,383
2020	$278,553	$247,216	$759,550	$31,337
2019	$289,107	$291,326	$668,623	$-2,219
2018	$272,269	$349,435	$622,323	$-77,166

EPICOR USERS GROUP INC (FKA DATAWORKS USERS ALLIANCEINC)