US TERM LIMITS INC (EIN 521701352) - 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

1990

Legal Domicile

Principal Officer

HOWARD S RICH

Phone

2155460501

Tax Period

2023-01-01 to 2023-12-31

US TERM LIMITS INC, founded in 1990, is a community nonprofit that reported $7.5M in total revenue in fiscal year 2023. The organization ran a surplus of $4.0M, a strong 53% operating margin.

Mission

U.S. TERM LIMITS ADVOCATES FOR TERM LIMITS AT ALL LEVELS OF GOVERNMENT.

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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 $7,237,351

Program Service Revenue $31,630

Investment Income $218,314

Other Revenue $530

TOTAL REVENUE $7,487,825

Expense Breakdown

Grants Paid $18,290

Salaries & Benefits $579,809

Fundraising Expenses $331,878

Program Expenses $2,938,822

Other Expenses $2,896,419

TOTAL EXPENSES $3,494,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,487,825	$7,272,908	+0.0%
Expenses	$3,494,518	$6,163,709	-0.4%
Net Income	$3,993,307	$1,109,199	+2.6%

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

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
HOWARD RICH	CHAIRMAN	2.00	Officer Director	$0	$0	$0
PHILIP BLUMEL	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN AGLIALORO	DIRECTOR	2.00	Director	$0	$0	$0
TRAVIS ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
PAUL FARAGO	DIRECTOR	2.00	Director	$0	$0	$0
PAUL JACOB	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH STILWELL	DIRECTOR	2.00	Director	$0	$0	$0
BOB GELFOND	DIRECTOR	2.00	Director	$0	$0	$0
MARSHAL STOCKER	DIRECTOR	2.00	Director	$0	$0	$0
NICK TOMBOULIDES	EXE. DIRECTOR	20.00	Highest	$141,500	$0	$141,500
SCOTT TILLMAN	NATIONAL FIELD DIRECTOR	20.00	Highest	$114,275	$0	$114,275

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	$7,487,825	$3,494,518	$9,318,881	$3,993,307
2022	$7,272,908	$6,163,709	$5,327,894	$1,109,199
2021	$4,209,152	$2,901,243	$4,262,876	$1,307,909
2020	$5,865,973	$3,834,108	$2,909,995	$2,031,865
2019	$2,924,216	$2,815,038	$563,232	$109,178
2019	$2,919,216	$2,413,964	$881,612	$505,252
2018	$2,796,011	$3,148,673	$564,467	$-352,662

US TERM LIMITS INC