NATIONAL POSTAL FORUM (EIN 526080759) - 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

1968

Legal Domicile

Principal Officer

KAREN MCCORMICK

Phone

7032185015

Tax Period

2024-01-01 to 2024-12-31

NATIONAL POSTAL FORUM, founded in 1968, is a community nonprofit in the Public & Societal Benefit sector that reported $2.7M in total revenue in fiscal year 2018. Revenue decreased 9% compared to the prior year.

Mission

TO ASSIST THE USPS IN BUILDING RELATIONSHIPS WITH AND EDUCATING MAILERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,308,013

Investment Income $118,037

Other Revenue $89,198

TOTAL REVENUE $3,515,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $979,493

Fundraising Expenses $0

Program Expenses $2,700,132

Other Expenses $2,041,337

TOTAL EXPENSES $3,020,830

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,515,248	$3,104,891	+0.1%
Expenses	$3,020,830	$2,771,370	+0.1%
Net Income	$494,418	$333,521	+0.5%

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

$344,336

Total Directors

$142,040

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS LIEN	CHAIRMAN	1.00	Officer Director	$23,180	$0	$23,180
ANITA BIZZOTTO	TREASURER	1.00	Officer Director	$18,875	$0	$18,875
JAMES MYERS	DIRECTOR	1.00	Director	$16,238	$0	$16,238
PAUL SMITH	DIRECTOR	1.00	Director	$14,990	$0	$14,990
ROBERT SCHIMEK	DIRECTOR	1.00	Director	$14,173	$0	$14,173
JAMES SAUBER	DIRECTOR	1.00	Director	$13,917	$0	$13,917
KATE MUTH	DIRECTOR	1.00	Director	$13,917	$0	$13,917
DENNIS FARLEY	SECRETARY	1.00	Officer Director	$13,750	$0	$13,750
MICHAEL GENICK	DIRECTOR	1.00	Director	$13,000	$0	$13,000
MAUREEN GOODSON	EXECUTIVE DIRECTOR	40.00	Officer	$245,680	$42,851	$288,531
MARY GUTHRIE	DIRECTOR OF MARKETING	40.00	Highest	$175,076	$38,750	$213,826
JUDY CLEAR	MANAGER, REGISTRATION & ACCOUNTING	40.00	Highest	$109,332	$47,555	$156,887

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	$3,515,248	$3,020,830	$6,805,319	$494,418
2023	$3,104,891	$2,771,370	$5,419,596	$333,521
2022	$2,330,958	$2,046,375	$4,658,082	$284,583
2021	$1,117,826	$1,725,205	$4,860,406	$-607,379
2020	$178,887	$991,083	$5,487,166	$-812,196
2019	$2,672,261	$2,621,173	$5,924,759	$51,088
2018	$2,687,908	$2,635,215	$5,087,938	$52,693
2018	$2,687,908	$2,635,215	$5,087,938	$52,693

NATIONAL POSTAL FORUM