AEPC (EIN 383243684) - 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

1995

Legal Domicile

Principal Officer

SUZANNE DANIELS PHD

Phone

2487922187

Tax Period

2024-01-01 to 2024-12-31

AEPC, founded in 1995, is a small nonprofit that reported $463K in total revenue in fiscal year 2024. Expenses of $416K left a modest 10% surplus.

Mission

IMPROVE HEALTH CARE PROVIDED TO UNION WORKERS AND THEIR FAMILIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $376,930

Investment Income $86,221

Other Revenue $0

TOTAL REVENUE $463,151

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,642

Fundraising Expenses $0

Other Expenses $232,157

TOTAL EXPENSES $415,799

Year-over-Year Comparison

	2024	2023	Change
Revenue	$463,151	$450,842	+0.0%
Expenses	$415,799	$411,067	+0.0%
Net Income	$47,352	$39,775	+0.2%

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

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

$172,114

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM OCHALEK	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOHNNY MICKLES	SECRETARY TREASURER	1.00	Officer Director	$0	$0	$0
MELISSA BAKER	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER CARMAN	AT-LARGE DIRECTOR	1.00	Director	$0	$0	$0
SHERRIAN GREENWOOD	DIRECTOR	1.00	Director	$0	$0	$0
JEREMIAH GROSS	DIRECTOR	1.00	Director	$0	$0	$0
RICK ISAACSON	DIRECTOR	1.00	Director	$0	$0	$0
DANIELA JANCESKI	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
CURT MCGLONE	DIRECTOR	1.00	Director	$0	$0	$0
MIIKELLE MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
PHILLIP MOORE	DIRECTOR	1.00	Director	$0	$0	$0
GARY PETRONI	DIRECTOR	1.00	Director	$0	$0	$0
AARON PISTOR	DIRECTOR	1.00	Director	$0	$0	$0
DIANE PIZZO	DIRECTOR	1.00	Director	$0	$0	$0
JAMES SHAW	DIRECTOR	1.00	Director	$0	$0	$0
KYLE STALLMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARY LOU MOREY	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE DANIELS	PRESIDENT	40.00	Officer	$150,163	$21,951	$172,114

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
2024	$463,151	$415,799	$2,462,749	$47,352
2023	$450,842	$411,067	$2,316,393	$39,775
2022	$369,055	$408,910	$2,131,338	$-39,855
2021	$468,343	$406,946	$2,431,624	$61,397
2020	$513,193	$355,759	$2,293,346	$157,434
2019	$660,281	$352,375	$2,042,708	$307,906
2018	$424,861	$361,648	$1,589,562	$63,213

AEPC