EXCHANGE CLUB CENTER FOR FAMILY UNITY (EIN 363305404) - 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

Brad Haugen

Phone

5074551190

Tax Period

2025-01-01 to 2025-12-31

EXCHANGE CLUB CENTER FOR FAMILY UNITY, founded in 1984, is a small nonprofit that reported $401K in total revenue in fiscal year 2025. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 22% operating margin.

Mission

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 (2025)

Revenue Breakdown

Contributions & Grants $260,977

Program Service Revenue $101,269

Investment Income $2,241

Other Revenue $36,842

TOTAL REVENUE $401,329

Expense Breakdown

Grants Paid $0

Salaries & Benefits $250,899

Fundraising Expenses $19,380

Program Expenses $198,811

Other Expenses $61,302

TOTAL EXPENSES $312,201

Year-over-Year Comparison

	2025	2024	Change
Revenue	$401,329	$281,270	+0.4%
Expenses	$312,201	$247,527	+0.3%
Net Income	$89,128	$33,743	+1.6%

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

110

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

$1,188

Total Directors

$1,188

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Hale	Secretary BOD	2	Officer Director	$1,188	$0	$1,188
Dan Ziebell	President, BOD	2	Officer Director	$0	$0	$0
Brad Haugen	Treasurer, BOD	5	Officer Director	$0	$0	$0
Mary Wencl	Director	1	Director	$0	$0	$0
Evan Lantz	Director	1	Director	$0	$0	$0
James Barnes	Director	1	Director	$0	$0	$0
Amy Shornock	Director	1	Director	$0	$0	$0
Marissa Johnson	Director	1	Director	$0	$0	$0
Abigail Schwartz	Director	1	Director	$0	$0	$0
Sara Barnes	Director	1	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	$401,329	$312,201	$446,749	$89,128
2024	$281,270	$247,527	$400,098	$33,743
2023	$233,773	$203,015	$407,499	$30,758
2022	$233,096	$183,981	$408,651	$49,115
2021	$224,130	$139,542	$116,406	$84,588

EXCHANGE CLUB CENTER FOR FAMILY UNITY