INFOR XA USER GROUP (EIN 473323816) - 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

2015

Legal Domicile

Principal Officer

LINDA CROWTHER

Phone

5854550907

Tax Period

2023-01-01 to 2023-12-31

INFOR XA USER GROUP, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $318K in total revenue in fiscal year 2023. The organization ran a surplus of $54K, a strong 17% operating margin.

Mission

LEAD ROLE IN THE DISSEMINATION OF KNOWLEDGE AND EXPERIENCE TO USERS OF INFOR XA SOFTWARE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $317,503

Investment Income $0

Other Revenue $0

TOTAL REVENUE $317,503

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $263,258

Other Expenses $263,258

TOTAL EXPENSES $263,258

Year-over-Year Comparison

	2023	2022	Change
Revenue	$317,503	N/A	N/A
Expenses	$263,258	$11,412	+22.1%
Net Income	$54,245	$-11,412	-5.8%

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
JEFF EATON	CHAIRMAN	2.00	Officer Director	$0	$0	$0
SHAWNA TERREL	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
LINDA CROWTHER	TREASURER	2.00	Officer Director	$0	$0	$0
IAN HALEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW MCLAUGHLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
BETTY SCHLIMGEN	SECRETARY	2.00	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
2024	No data	No data	No data	No data
2023	$317,503	$263,258	$84,567	$54,245
2022	No data	$11,412	$30,322	No data
2021	No data	$706	$41,734	No data
2020	No data	$12,887	$42,440	No data
2019	$427,559	$415,813	$55,327	$11,746
2018	$18,274	$15,627	$43,581	$2,647

INFOR XA USER GROUP