JOSEPH A HOLMES SAFETY ASSOCIATION (EIN 521046824) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1926

Legal Domicile

Principal Officer

ROBERT GLATTER

Phone

3042563223

Tax Period

2023-01-01 to 2023-12-31

JOSEPH A HOLMES SAFETY ASSOCIATION, founded in 1926, is a small nonprofit in the Unknown sector that reported $383K in total revenue in fiscal year 2018. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $317K, a strong 83% operating margin.

Mission

The Associations objectives are to prevent fatalities and injuries and to improve health and safety among officials and employees in all phases of mining. These objectives guide and inspire all of the Associations activities.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $20,738

Program Service Revenue $56,878

Investment Income $4

Other Revenue $0

TOTAL REVENUE $77,620

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,150

Other Expenses $152,479

TOTAL EXPENSES $152,479

Year-over-Year Comparison

	2023	2022	Change
Revenue	$77,620	$444,073	-0.8%
Expenses	$152,479	$503,488	-0.7%
Net Income	$-74,859	$-59,415	+0.3%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE MACKOWIAK	Secretary	3.00	Officer Director	$0	$0	$0
ROBERT RANDOLPH	Director	3.00	Director	$0	$0	$0
WOODY WICKERSHEIM	President	3.00	Officer Director	$0	$0	$0
ROBERT GLATTER	Treasurer	8.00	Officer Director	$0	$0	$0
KYLE SCRIBE	Vice President	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$77,620	$152,479	$318,820	$-74,859
2022	$444,073	$503,488	$393,679	$-59,415
2021	$66,385	$47,182	$453,094	$19,203
2020	$32,478	$35,874	$441,774	$-3,396
2019	$283,693	$302,332	$437,773	$-18,639
2018	$383,254	$66,204	$456,412	$317,050

JOSEPH A HOLMES SAFETY ASSOCIATION