NATIONAL EXCHANGE CLUB FOUNDATION (EIN 346571404) - 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

1966

Legal Domicile

Principal Officer

CARLOS PEREZ

Phone

4195353232

Tax Period

2023-07-01 to 2024-06-30

NATIONAL EXCHANGE CLUB FOUNDATION, founded in 1966, is a small nonprofit in the Education sector that reported $841K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $933K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO RAISE AND PROVIDE FINANCIAL RESOURCES FOR THE NATIONAL EXCHANGE CLUB AND ITS PROGRAMS OF SERVICE, INCLUDING OUR NATIONAL PROJECT, THE PREVENTION OF CHILD ABUSE.

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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 $638,733

Program Service Revenue $132,104

Investment Income $40,400

Other Revenue $29,491

TOTAL REVENUE $840,728

Expense Breakdown

Grants Paid $604,668

Salaries & Benefits $41,939

Fundraising Expenses $47,717

Program Expenses $684,961

Other Expenses $286,023

TOTAL EXPENSES $932,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$840,728	$724,006	+0.2%
Expenses	$932,630	$769,897	+0.2%
Net Income	$-91,902	$-45,891	+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

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

$128,183

Total Directors

$128,183

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLOS PEREZ	PRESIDENT	5.00	Officer Director	$0	$0	$0
RUSS FINNEY	IMMEDIATE PAST NATIONAL PRESIDENT	2.00	Officer Director	$0	$0	$0
TRACEY EDWARDS	SECRETARY	10.00	Officer Director	$0	$7,409	$128,183
KATHY MIZE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KEN SULLIVAN	TREASURER	2.00	Officer Director	$0	$0	$0
DOUG EARLE	TRUSTEE	2.00	Director	$0	$0	$0
DENISE STRUB	TRUSTEE	2.00	Director	$0	$0	$0
DAVID JOHNSON	TRUSTEE	2.00	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
2025	No data	No data	No data	No data
2024	$840,728	$932,630	$1,226,519	$-91,902
2023	$724,006	$769,897	$1,213,094	$-45,891
2022	$719,204	$709,919	$1,180,999	$9,285
2021	$651,034	$611,221	$1,410,791	$39,813
2020	$644,983	$643,379	$1,046,213	$1,604
2019	$764,977	$732,291	$1,046,203	$32,686

NATIONAL EXCHANGE CLUB FOUNDATION