NATIONAL TAXPAYERS UNION FOUNDATION (EIN 521122683) - 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

1977

Legal Domicile

Principal Officer

PETER J SEPP

Phone

7036835700

Tax Period

2024-01-01 to 2024-12-31

NATIONAL TAXPAYERS UNION FOUNDATION, founded in 1977, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. The organization ran a surplus of $635K, a strong 22% operating margin.

Mission

CONDUCTS TAXPAYER-FOCUSED RESEARCH, ANALYSIS, AND PUBLIC INTEREST LITIGATION.

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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 $2,808,902

Program Service Revenue $0

Investment Income $87,549

Other Revenue $0

TOTAL REVENUE $2,896,451

Expense Breakdown

Grants Paid $11,570

Salaries & Benefits $1,788,434

Fundraising Expenses $106,182

Program Expenses $1,829,477

Other Expenses $450,167

TOTAL EXPENSES $2,261,171

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,896,451	$2,748,480	+0.1%
Expenses	$2,261,171	$1,900,119	+0.2%
Net Income	$635,280	$848,361	-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

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

$282,075

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER J SEPP	PRESIDENT/ DIRECTOR	19.50	Officer Director	$91,984	$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
KR KAMON	DIRECTOR	0.50	Director	$0	$0	$0
PAM OLSON	DIRECTOR	0.50	Director	$0	$0	$0
DR RICHARD VEDDER	DIRECTOR	0.50	Director	$0	$0	$0
JOSEPH D HENCHMAN	EXECUTIVE VICE PRESIDENT,NTUF	40.00	Key Emp	$253,712	$28,363	$282,075
BRANDON D ARNOLD	EXECUTIVE VICE PRESIDENT,NTU	2.00	Highest	$12,135	$34,551	$277,259
EVANGELINE LEAH M VUKMIR	SENIOR VP OF STATE AFFAIRS	0.00	Highest	$0	$27,769	$218,036
TYLER L MARTINEZ	SENIOR ATTORNEY	40.00	Highest	$182,341	$7,768	$190,109
AL CANATA	VP OF STRATEGIC PARTNERSHIPS	18.00	Highest	$80,858	$33,389	$213,074
LINDSEY CARPENTER	ATTORNEY	40.00	Highest	$160,426	$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	$2,896,451	$2,261,171	$6,274,854	$635,280
2023	$2,748,480	$1,900,119	$5,138,087	$848,361
2022	$2,333,077	$1,542,589	$5,675,427	$790,488
2021	$2,191,113	$1,385,462	$4,764,354	$805,651
2021	$2,191,113	$1,385,462	$4,764,354	$805,651
2020	$1,883,886	$1,041,007	$3,813,441	$842,879
2019	$723,706	$799,561	$2,183,279	$-75,855
2018	$818,225	$636,941	$1,632,529	$181,284

NATIONAL TAXPAYERS UNION FOUNDATION