WAREHOUSING EDUCATION & RESEARCH COUNCIL (EIN 362933538) - 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

1977

Legal Domicile

Principal Officer

MICHAEL MIKITKA

Phone

6309900001

Tax Period

2020-07-01 to 2020-07-31

WAREHOUSING EDUCATION & RESEARCH COUNCIL, founded in 1977, is a micro nonprofit that reported $22K in total revenue in fiscal year 2020. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $93K exceeded revenue, resulting in a 323% operating deficit.

Mission

PROMOTE EDUCATION, INNOVATION, SAFETY, AND RESEARCH WITHIN THE WAREHOUSING AND LOGISTIC INDUSTRIES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $22,018

Investment Income $44

Other Revenue $0

TOTAL REVENUE $22,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,233

Fundraising Expenses $0

Other Expenses $59,072

TOTAL EXPENSES $93,305

Year-over-Year Comparison

	2020	2019	Change
Revenue	$22,062	$511,954	-1.0%
Expenses	$93,305	$1,232,122	-0.9%
Net Income	$-71,243	$-720,168	-0.9%

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

N/A

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

$19,072

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERALD PERRITT	PRESIDENT	N/A	Officer Director	$0	$0	$0
JASON MINGHINI	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
TOM HOTZE	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
ANNETTE DANEK-AKEY	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
JEREMY BANTA	DIRECTOR	N/A	Director	$0	$0	$0
BRIAN DEVINE	DIRECTOR	N/A	Director	$0	$0	$0
RICK GOTT	DIRECTOR	N/A	Director	$0	$0	$0
LARRY HARGREAVES	DIRECTOR	N/A	Director	$0	$0	$0
CHANETA SULLIVAN	DIRECTOR	N/A	Director	$0	$0	$0
ARCH THOMASON	DIRECTOR	N/A	Director	$0	$0	$0
WILL SPARKS	CONFERENCE C	N/A	Director	$0	$0	$0
CHAD CLAUDE	CONFERENCE C	N/A	Director	$0	$0	$0
MICHAEL MIKITKA	CHIEF EXECUT	40.00	Officer	$14,434	$4,638	$19,072

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
2020	$22,062	$93,305	No data	$-71,243

WAREHOUSING EDUCATION & RESEARCH COUNCIL