NATIONAL EXCHANGE CLUB OF FOND DU LAC (EIN 396077343) - 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

1937

Legal Domicile

Principal Officer

JENNIFER SMITH

Phone

7705394366

Tax Period

2024-07-01 to 2025-06-30

NATIONAL EXCHANGE CLUB OF FOND DU LAC, founded in 1937, is a micro nonprofit that reported $19K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3K, a strong 16% operating margin.

Mission

NATIONAL EXCHANGE CLUB OF FOND DU LAC IS A SERVICE CLUB WHOSE GENERAL PROGRAM OF SERVICE IS LOCAL COMMUNITY BETTERMENT WITH AN EMPHASIS ON SERVICE TO YOUTH

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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 $1,775

Program Service Revenue $0

Investment Income $16,730

Other Revenue $0

TOTAL REVENUE $18,505

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,486

Other Expenses $15,486

TOTAL EXPENSES $15,486

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,505	$38,810	-0.5%
Expenses	$15,486	$75,299	-0.8%
Net Income	$3,019	$-36,489	-1.1%

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

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
TOM BROCKWAY	DIRECTOR	1.00	Director	$0	$0	$0
KATHY MEYN	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA FISHER	SECRETARY	1.00	Officer	$0	$0	$0
NATASHA FREY	PRESIDENT	1.00	Officer	$0	$0	$0
JENNIFER SMITH	TREASURER	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
2025	$18,505	$15,486	$608,870	$3,019
2024	$38,810	$75,299	$566,374	$-36,489
2023	$16,195	$40,112	$561,062	$-23,917
2022	$38,165	$26,097	$567,864	$12,068
2021	$37,229	$14,641	$604,573	$22,588
2020	$2,610	$20,127	$501,341	$-17,517
2019	$39,553	$77,296	$538,506	$-37,743

NATIONAL EXCHANGE CLUB OF FOND DU LAC