National Foundation for Unemployment Com pensation and Workers Compensation Inc (EIN 521326662) - 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

1984

Legal Domicile

Principal Officer

Douglas J Holmes

Phone

6148052208

Tax Period

2023-01-01 to 2023-12-31

National Foundation for Unemployment Com pensation and Workers Compensation Inc, founded in 1984, is a small nonprofit that reported $177K in total revenue in fiscal year 2023. Expenses of $162K left a modest 8% surplus.

Mission

The Foundation promotes research and analysis on issues concerning unemployment compensation and workers' compensation.

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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 $0

Program Service Revenue $88,745

Investment Income $2,117

Other Revenue $86,000

TOTAL REVENUE $176,862

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,948

Other Expenses $162,165

TOTAL EXPENSES $162,165

Year-over-Year Comparison

	2023	2022	Change
Revenue	$176,862	$184,459	0.0%
Expenses	$162,165	$183,465	-0.1%
Net Income	$14,697	$994	+13.8%

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

$195,940

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Douglas J Holmes	Pres/Asst Treas	5.00	Officer	$0	$31,492	$195,940
Jim Van Erden PhD	Vice Chair	1.00	Officer Director	$0	$0	$0
Tim Goodrich	Treasurer	1.00	Officer Director	$0	$0	$0
Peter Strauss	Trustee	1.00	Director	$0	$0	$0
Amy C Evans	Trustee	1.00	Director	$0	$0	$0
Max Koonce	Chair	1.00	Officer Director	$0	$0	$0
F Thomas Luparello	Trustee	1.00	Director	$0	$0	$0
Neil A Mac Vicar	Trustee	1.00	Director	$0	$0	$0
Thomas Kusnirik	Trustee	1.00	Director	$0	$0	$0
Scott Sanders	Trustee	1.00	Director	$0	$0	$0
Dawn Kopacz	Trustee	1.00	Director	$0	$0	$0
James Weant	Trustee	1.00	Director	$0	$0	$0
Jeffrey Wood	Trustee	1.00	Director	$0	$0	$0
Tim Tucker	Trustee	1.00	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
2024	No data	No data	No data	No data
2023	$176,862	$162,165	$103,932	$14,697
2022	$184,459	$183,465	$88,387	$994
2021	$140,086	$145,576	$87,393	$-5,490
2020	$34,075	$70,827	$92,883	$-36,752

National Foundation for Unemployment Com pensation and Workers Compensation Inc