NATIONAL TAXPAYERS UNION (EIN 521009116) - 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

1969

Legal Domicile

Principal Officer

PETER J SEPP

Phone

7036835700

Tax Period

2024-01-01 to 2024-12-31

NATIONAL TAXPAYERS UNION, founded in 1969, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 29% operating margin.

Mission

ADVOCATES FOR TAX REFORM, LOWER SPENDING AND NATIONAL DEBT, AND LIMITED GOVERNMENT AT ALL LEVELS.

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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 $4,895,332

Program Service Revenue $0

Investment Income $94,430

Other Revenue $0

TOTAL REVENUE $4,989,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,777,854

Fundraising Expenses $435,324

Program Expenses $2,487,144

Other Expenses $1,671,348

TOTAL EXPENSES $3,522,092

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,989,762	$3,965,508	+0.3%
Expenses	$3,522,092	$3,601,152	0.0%
Net Income	$1,467,670	$364,356	+3.0%

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

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

$277,449

Total Directors

$277,449

Key Employees

$277,259

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER J SEPP	PRESIDENT/ DIRECTOR	30.50	Officer Director	$143,873	$41,592	$277,449
MICHAEL D FRYT	CHAIRMAN/DIRECTOR	1.00	Officer Director	$0	$0	$0
JOSEPH G LEHMAN	VICE CHAIRMAN/DIRECTOR	1.00	Officer Director	$0	$0	$0
CHUCK FULLER	TREASURER/DIRECTOR	1.00	Officer Director	$0	$0	$0
BRANDON PECK	SECRETARY/DIRECTOR	0.50	Officer Director	$0	$0	$0
STACEY CHAMBERLIN	DIRECTOR	0.50	Director	$0	$0	$0
JON COUPAL	DIRECTOR	0.50	Director	$0	$0	$0
STEVE FORBES	DIRECTOR	0.50	Director	$0	$0	$0
KR KAMON	DIRECTOR	0.50	Director	$0	$0	$0
DAVID L KEATING	DIRECTOR	0.50	Director	$0	$0	$0
JONATHAN SLEMROD	DIRECTOR	0.50	Director	$0	$0	$0
DR RICHARD VEDDER	DIRECTOR	0.50	Director	$0	$0	$0
SHARI D WILLIAMS	DIRECTOR	0.50	Director	$0	$0	$0
BRANDON D ARNOLD	EXECUTIVE VICE PRESIDENT,NTU	38.00	Key Emp	$230,573	$34,551	$277,259
JOSEPH D HENCHMAN	EXECUTIVE VICE PRESIDENT,NTUF	0.00	Highest	$0	$28,363	$282,075
EVANGELINE LEAH M VUKMIR	SENIOR VP OF STATE AFFAIRS	40.00	Highest	$190,267	$27,769	$218,036
TYLER L MARTINEZ	SENIOR ATTORNEY	0.00	Highest	$0	$7,768	$190,109
AL CANATA	VP OF STRATEGIC PARTNERSHIPS	22.00	Highest	$98,827	$33,389	$213,074
LINDSEY CARPENTER	ATTORNEY	0.00	Highest	$0	$7,176	$167,602

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	$4,989,762	$3,522,092	$10,279,821	$1,467,670
2023	$3,965,508	$3,601,152	$8,887,437	$364,356
2022	$4,590,708	$2,724,712	$8,541,167	$1,865,996
2021	$3,253,074	$2,559,191	$5,226,881	$693,883
2021	$3,253,074	$2,559,191	$5,226,881	$693,883
2020	$6,826,311	$6,479,410	$4,444,762	$346,901
2019	$6,812,474	$5,704,511	$4,071,221	$1,107,963
2018	$3,155,726	$2,891,540	$2,788,407	$264,186

NATIONAL TAXPAYERS UNION