NATIONAL EXCHANGE CLUB

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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

1917

Legal Domicile

Principal Officer

TRACEY EDWARDS

Phone

4195353232

Tax Period

2023-07-01 to 2024-06-30

NATIONAL EXCHANGE CLUB, founded in 1917, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Expenses of $1.7M left a modest 6% surplus.

Mission

EXCHANGE, INSPIRING COMMUNITIES TO BECOME BETTER PLACES TO LIVE.

Program Service Accomplishments

Program 1

Expenses: $1,424,904 Revenue: $439,813

EDUCATE, IMPROVE, AND DEVELOP THE CAPABILITIES OF MEMBERS OF THE EXCHANGE CLUB TO BETTER SERVE THEIR COMMUNITIES AND IMPLEMENT THE PROGRAMS OF SERVICE OF THE EXCHANGE CLUB.

Program 2

Expenses: $140,483

ADMINISTRATION OF THE PREVENTION OF CHILD ABUSE PROGRAM.

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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 $1,213,770

Program Service Revenue $185,539

Investment Income $74,534

Other Revenue $335,477

TOTAL REVENUE $1,809,320

Expense Breakdown

Grants Paid $0

Salaries & Benefits $625,639

Fundraising Expenses $0

Program Expenses $1,565,387

Other Expenses $1,073,921

TOTAL EXPENSES $1,699,560

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,809,320	$1,751,431	+0.0%
Expenses	$1,699,560	$1,846,161	-0.1%
Net Income	$109,760	$-94,730	-2.2%

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

14332

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

$128,183

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEIF WELHAVEN	PRESIDENT (07/31-12/31)	2.00	Officer Director	$0	$0	$0
DAVID JOHNSON	IMMEDIATE PAST NATIONAL PRESIDENT	10.00	Officer Director	$0	$0	$0
TONY PARISH	REGION 2 VP	6.00	Director	$0	$0	$0
MIKE BROWNLEE	REGION 6 VP	4.00	Director	$0	$0	$0
PAUL GREATSINGER	REGION 12 VP	6.00	Director	$0	$0	$0
KEN SULLIVAN	NATIONAL TREASURER	2.00	Officer Director	$0	$0	$0
MIKE REICHEK	NATIONAL PRESIDENT ELECT/PRESIDENT (BEG 01/01)	10.00	Officer Director	$0	$0	$0
JOHN BLYTHE	REGION 1 VP	2.00	Director	$0	$0	$0
ANNETTE DUNCAN	REGION 3 VP	4.00	Director	$0	$0	$0
KEVIN BARKER	REGION 5 VP	8.00	Director	$0	$0	$0
JULIE HARMAN	REGION 7 VP	6.00	Director	$0	$0	$0
JOE WALSH	REGION 9 VP	6.00	Director	$0	$0	$0
FUSSEL HUGHES	REGION 10 VP	6.00	Director	$0	$0	$0
KARA WRIGHT	REGION 11 VP	6.00	Director	$0	$0	$0
TRACEY EDWARDS	CEO	40.00	Officer	$120,774	$7,409	$128,183

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	$1,809,320	$1,699,560	$1,873,300	$109,760
2023	$1,751,431	$1,846,161	$1,666,594	$-94,730
2022	$1,701,035	$1,719,409	$1,650,105	$-18,374
2021	$1,528,303	$1,490,365	$1,903,173	$37,938
2020	$1,773,280	$1,759,323	$1,501,162	$13,957
2019	$1,841,581	$1,858,321	$1,600,321	$-16,740