National Petroleum Energy Credit Assoc (EIN 510138121) - 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

1935

Legal Domicile

Principal Officer

Mike Brittain

Phone

8302203797

Tax Period

2022-01-01 to 2022-12-31

National Petroleum Energy Credit Assoc, founded in 1935, is a small nonprofit that reported $134K in total revenue in fiscal year 2022. Revenue surged 85% from the prior year, signaling strong growth momentum. Expenses of $190K exceeded revenue, resulting in a 43% operating deficit.

Mission

Educational opportunities for members Annual conference attendance and publication of industry newsletter.

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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 (2022)

Revenue Breakdown

Contributions & Grants $133,384

Program Service Revenue $0

Investment Income $176

Other Revenue $0

TOTAL REVENUE $133,560

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $40,591

Fundraising Expenses $0

Other Expenses $147,290

TOTAL EXPENSES $190,381

Year-over-Year Comparison

	2022	2021	Change
Revenue	$133,560	$72,003	+0.9%
Expenses	$190,381	$178,144	+0.1%
Net Income	$-56,821	$-106,141	-0.5%

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
Dan Christian	President	0.00	Officer Director	$0	$0	$0
Steven R Harwitz	1st VP	0.00	Officer Director	$0	$0	$0
Robin Pacheco	2nd VP	0.00	Officer Director	$0	$0	$0
Caleb Burke	Treasurer	0.00	Officer Director	$0	$0	$0
Steven Dudzik	Secretary	0.00	Officer Director	$0	$0	$0
Kim Greenfield	Director	0.00	Director	$0	$0	$0
Angela Newmanb	Director	0.00	Director	$0	$0	$0
Miguel Correa	Director	0.00	Director	$0	$0	$0
N/A	Executive Director	30.00	Highest	$40,491	$0	$40,491
Kevin Morgan	Director	0.00	Director	$0	$0	$0
Hector Davila	Director	0.00	Director	$0	$0	$0
Linda Smith	Director	0.00	Director	$0	$0	$0
Rhonda Buras	Associate Director	0.00	Director	$0	$0	$0
James Stroud	Associate Director	0.00	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
2022	$133,560	$190,381	$38,621	$-56,821
2021	$72,003	$178,144	$94,931	$-106,141
2020	$77,396	$77,860	$206,032	$-464
2019	$222,479	$200,621	$206,494	$21,858
2018	$238,783	$228,928	$184,636	$9,855

National Petroleum Energy Credit Assoc