TRUST PRACTICE AND RISK MANAGEMENT… - 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

2014

Legal Domicile

Principal Officer

SARA SMUCKER BARNWELL

Phone

3013020063

Tax Period

2025-01-01 to 2025-08-28

Mission

NATIONAL MEMBERSHIP ORGANIZATION CREATED TO SUPPORT PSYCHOLOGY, MENTAL HEALTH AND ALLIED HEALTHCARE PROFESSIONS BY PROMOTING EDUCATION, PRACTICE AND RISK MANAGEMENT.

Program Service Accomplishments

Program 1

ETHICS AND RISK MANAGEMENT CONTINUING EDUCATION, INCLUDING ETHICS AND RISK MANAGEMENT SEMINARS, RISK MANAGEMENT CONSULTATION HOTLINE AND THE DEVELOPMENT OF RISK MANAGEMENT PUBLICATIONS AND MATERIALS.

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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 $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,935

TOTAL EXPENSES $1,935

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$1,300,000	-1.0%
Expenses	$1,935	$1,304,500	-1.0%
Net Income	N/A	$-4,500	N/A

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

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
SARA SMUCKER BARNWELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHERINE NORDAL	TREASURER	1.00	Officer Director	$0	$0	$0
GILBERT NEWMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DAVISON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN YOUNG	DIRECTOR	1.00	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	No data	$1,935	No data	No data
2024	No data	No data	No data	No data
2023	$1,300,000	$1,304,500	$1,935	$-4,500
2022	$1,300,000	$1,304,050	$6,435	$-4,050
2021	$1,300,000	$1,303,865	$10,485	$-3,865
2020	$1,300,000	$1,303,750	$14,350	$-3,750
2019	$1,317,500	$1,304,100	$18,100	$13,400
2018	$1,300,000	$1,300,000	$4,700	No data

TRUST PRACTICE AND RISK MANAGEMENT ASSOCIATION