Claims Prevention & Procedure Council Inc (EIN 363079699) - 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

1984

Legal Domicile

Principal Officer

Jeff Shelton

Phone

8128580575

Tax Period

2025-01-01 to 2025-12-31

Claims Prevention & Procedure Council Inc, founded in 1984, is a small nonprofit that reported $169K in total revenue in fiscal year 2025. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $27K, a strong 16% operating margin.

Mission

Education and Support Services for businesses filing claims.

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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 (2025)

Revenue Breakdown

Contributions & Grants $78,564

Program Service Revenue $89,967

Investment Income $0

Other Revenue $0

TOTAL REVENUE $168,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,648

Other Expenses $141,501

TOTAL EXPENSES $141,501

Year-over-Year Comparison

	2025	2024	Change
Revenue	$168,531	$204,667	-0.2%
Expenses	$141,501	$145,332	0.0%
Net Income	$27,030	$59,335	-0.5%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chuck Russell	President	0.50	Officer Director	$0	$0	$0
Laura Pung	Vice President	0.50	Officer Director	$0	$0	$0
Mimi Magdolen	Tresurer	0.50	Officer Director	$0	$0	$0
Kelly Ellis	Secretary	0.50	Director	$0	$0	$0
Paul Baker	Director	0.50	Director	$0	$0	$0
Joanne Hart	Director	0.50	Director	$0	$0	$0
Terry Jiminez	Director	0.50	Director	$0	$0	$0
Alan Jobe	Director	0.50	Director	$0	$0	$0
Pam Johnson	Director	0.50	Director	$0	$0	$0
Rafael Loera	Director	0.50	Director	$0	$0	$0
Heather Looney	Director	0.50	Director	$0	$0	$0
Amanda Kostek	Director	0.50	Director	$0	$0	$0
Eric Vaughn	Director	0.50	Director	$0	$0	$0
Jeff Walton	Director	0.50	Director	$0	$0	$0
Robert Wright	Suddath Govt Services	0.50	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	$168,531	$141,501	$133,271	$27,030
2024	No data	No data	No data	No data
2023	$222,825	$195,672	$73,754	$27,153

Claims Prevention & Procedure Council Inc