HR Policy Association (EIN 520747972) - 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

1957

Legal Domicile

Principal Officer

TIMOTHY BARTL

Phone

2027898670

Tax Period

2023-01-01 to 2023-12-31

HR Policy Association, founded in 1957, is a mid-sized nonprofit that reported $13.9M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $13.0M left a modest 7% surplus.

Mission

RESEARCH AND DEVELOPMENT OF HUMAN RESOURCES POLICY.

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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 $817,550

Program Service Revenue $12,718,030

Investment Income $135,660

Other Revenue $232,334

TOTAL REVENUE $13,903,574

Expense Breakdown

Grants Paid $8,100

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $12,983,221

TOTAL EXPENSES $12,991,321

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,903,574	$12,576,940	+0.1%
Expenses	$12,991,321	$11,132,319	+0.2%
Net Income	$912,253	$1,444,621	-0.4%

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	Role	Reportable Comp	Other Comp	Total
Pamela O Kimmet	Chair	Officer Director	$0	$0	$0
Kevin Cox	DIRECTOR	Director	$0	$0	$0
Monique R Herena	Vice Chair	Officer Director	$0	$0	$0
LUCIEN ALZIARI	DIRECTOR	Director	$0	$0	$0
Darrell L Ford	DIRECTOR	Director	$0	$0	$0
Deborah H Caplan	DIRECTOR	Director	$0	$0	$0
Heidi B Capozzi	DIRECTOR	Director	$0	$0	$0
Michael Fraccaro	DIRECTOR	Director	$0	$0	$0
Ashley Goldsmith	DIRECTOR	Director	$0	$0	$0
Peter M Fasolo	DIRECTOR	Director	$0	$0	$0
Kimberly S Hauer	DIRECTOR	Director	$0	$0	$0
Timothy Hourigan	Vice Chair	Officer Director	$0	$0	$0
Malaika Myers	DIRECTOR	Director	$0	$0	$0
Cheryl H Johnson	DIRECTOR	Director	$0	$0	$0
Tracy Keogh	DIRECTOR	Director	$0	$0	$0
Christine M Pambianchi	Vice Chair	Officer Director	$0	$0	$0
Alan R May	DIRECTOR	Director	$0	$0	$0
Denise M Merle	DIRECTOR	Director	$0	$0	$0
Timothy J Richmond	Vice Chair	Officer Director	$0	$0	$0
Susan Schmitt Winchester	DIRECTOR	Director	$0	$0	$0
Ellyn J Shook	DIRECTOR	Director	$0	$0	$0
Sean R Vanderelzen	DIRECTOR	Director	$0	$0	$0
Jacqueline Williams-Roll	Director	Director	$0	$0	$0
ANN ADDISON	DIRECTOR	Director	$0	$0	$0
PAULETTE ALVITI	DIRECTOR	Director	$0	$0	$0
JOHNNI BECKEL	DIRECTOR	Director	$0	$0	$0
STEPHEN C MIZELL	DIRECTOR	Director	$0	$0	$0
Terry Arnold	Director	Director	$0	$0	$0
Rhonda Morris	Director	Director	$0	$0	$0
Jacqueline M Welch	Director	Director	$0	$0	$0
MELISSA KREMER	DIRECTOR	Director	$0	$0	$0
TIMOTHY A MASSA	DIRECTOR	Director	$0	$0	$0
MICHELLE O'HARA	DIRECTOR	Director	$0	$0	$0
THOMAS J PLATH	DIRECTOR	Director	$0	$0	$0
KEVIN R WALLING	DIRECTOR	Director	$0	$0	$0
Dionne Wallace Oakley	DIRECTOR	Director	$0	$0	$0
Melissa H Anderson	DIRECTOR	Director	$0	$0	$0
Nickle J LaMoreaux	DIRECTOR	Director	$0	$0	$0
Ernest W Marshall	DIRECTOR	Director	$0	$0	$0
Timothy J Bartl	PRESIDENT & CEO	Officer	$0	$0	$0
Ani Huang	SENIOR VICE PRESIDENT	Officer	$0	$0	$0
Henry D Eickelberg	SECRETARY, GC, COO	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	$13,903,574	$12,991,321	$9,411,819	$912,253
2022	$12,576,940	$11,132,319	$7,910,252	$1,444,621
2021	$10,167,800	$9,110,794	$6,326,982	$1,057,006
2020	$9,257,850	$9,258,957	$4,840,521	$-1,107
2019	$10,539,415	$10,490,103	$3,856,968	$49,312
2018	$10,416,763	$9,611,507	$4,023,420	$805,256

HR Policy Association