EXCHANGE CLUB FOUNDATION OF TRAVER… - Form 990 Financial Data

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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

AARON J MANSFIELD

Phone

2313571903

Tax Period

2018-01-01 to 2018-12-31

EXCHANGE CLUB FOUNDATION OF TRAVERSE CITY INC, founded in 1966, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $52K in total revenue in fiscal year 2018. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $15K, a strong 29% operating margin.

Mission

TO SUPPORT CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES, BY MAKING GIFTS, GRANTS AND DISTRIBUTIONS REQUIRED IN THE BYLAWS OF THE EXCHANGE CLUB OF TRAVERSE CITY.

Program Service Accomplishments

Program 1

Expenses: $29,625

THE FOUNDATION AWARDS GRANTS TO NOT-FOR-PROFIT ORGANIZATIONS THAT SERVE THE CHILDREN AND YOUTH OF THE GREATER GRAND TRAVERSE AREA. FOUR GRANTS WERE APPROVED IN 2018 FOR A TOTAL OF $29,625. THE GRANTS...

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $52,074

Other Revenue $0

TOTAL REVENUE $52,074

Expense Breakdown

Grants Paid $29,625

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,625

Other Expenses $7,527

TOTAL EXPENSES $37,152

Year-over-Year Comparison

	2018	2017	Change
Revenue	$52,074	$47,984	+0.1%
Expenses	$37,152	$8,133	+3.6%
Net Income	$14,922	$39,851	-0.6%

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

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
WILLIAM HEMMING	DIRECTOR	1.00	Director	$0	$0	$0
RALEIGH NEWMAN	DIRECTOR	1.00	Director	$0	$0	$0
RYAN HANNON	DIRECTOR	1.00	Director	$0	$0	$0
GRANT KLAVER	SECRETARY	1.00	Officer	$0	$0	$0
AARON MANSFIELD	TREASURER	1.00	Officer	$0	$0	$0
TYLER BARTOSH	PRESIDENT	1.00	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
2018	$52,074	$37,152	$950,659	$14,922

EXCHANGE CLUB FOUNDATION OF TRAVERSE CITY INC