AMERICAN PRODUCTION & INVENTORY FOX RIVER CHAPTER 207 (EIN 362991373) - 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

1976

Legal Domicile

Phone

6308205801

Tax Period

2020-07-01 to 2021-06-30

AMERICAN PRODUCTION & INVENTORY FOX RIVER CHAPTER 207, founded in 1976, is a small nonprofit that reported $219K in total revenue in fiscal year 2020. The organization ran a surplus of $42K, a strong 19% operating margin.

Mission

TRAINING AND PROFESSIONAL DEVELOPMENT IN OPERATIONS AND SUPPLY CHAIN MANAGEMENT.

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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 $219,456

Investment Income $15

Other Revenue $0

TOTAL REVENUE $219,471

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $177,802

TOTAL EXPENSES $177,802

Year-over-Year Comparison

	2020	2019	Change
Revenue	$219,471	N/A	N/A
Expenses	$177,802	N/A	N/A
Net Income	$41,669	N/A	N/A

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL NUNKOVICH	Director	1.00	Director	$0	$0	$0
CHARLES GATES	Director	0.50	Director	$0	$0	$0
JEFF BAKERCPIM CSCP	Director	0.50	Director	$0	$0	$0
MICHAEL GIESE	Director	0.50	Director	$0	$0	$0
LARRY SIMON CPIM CIRM CSCP	Director	1.00	Director	$0	$0	$0
JEAN MEYER CPIM CSCP	Director	0.50	Director	$0	$0	$0
STEPHEN MORTENSON	President	2.00	Director	$0	$0	$0
KAIYA IVERSON	Director	0.50	Director	$0	$0	$0
KERRY FECHNOR CPIM CSCP	Vice President	1.00	Officer	$0	$0	$0
SHAWN BATKA CPIM CSCP	Vice President	1.00	Officer	$0	$0	$0
JAMES HENNESSY CPIM CSCP	Treasurer	3.00	Officer	$0	$0	$0
DEBRA GIBRASKI	Secretary	0.50	Officer	$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
2021	$219,471	$177,802	$196,545	$41,669

AMERICAN PRODUCTION & INVENTORY FOX RIVER CHAPTER 207