National Court Reporters Foundation (EIN 541153729) - 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

1980

Legal Domicile

Principal Officer

Daphne I Rothstein

Phone

7035566272

Tax Period

2024-01-01 to 2024-12-31

National Court Reporters Foundation, founded in 1980, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $369K in total revenue in fiscal year 2018. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 41% operating margin.

Mission

The National Court Reporters Foundation supports the reporting and captioning profession through philanthropic activities funded through charitable contributions.

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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 $229,997

Program Service Revenue $0

Investment Income $22,735

Other Revenue $3,175

TOTAL REVENUE $255,907

Expense Breakdown

Grants Paid $68,466

Salaries & Benefits $86,413

Fundraising Expenses $58,394

Program Expenses $166,560

Other Expenses $92,992

TOTAL EXPENSES $247,871

Year-over-Year Comparison

	2024	2023	Change
Revenue	$255,907	$248,478	+0.0%
Expenses	$247,871	$173,628	+0.4%
Net Income	$8,036	$74,850	-0.9%

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

105

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

$304,000

Total Directors

$304,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Doug Friend	Chair	4.00	Officer Director	$0	$0	$0
Meredith Bonn	Chair Elect	4.00	Officer Director	$0	$0	$0
Stacey Potenza	Secretary-Treasurer	2.00	Officer Director	$0	$0	$0
Lance Boardman	Trustee	4.00	Director	$0	$0	$0
Rich Germosen	Trustee	4.00	Director	$0	$0	$0
Patricia Graves	Trustee	2.00	Director	$0	$0	$0
Andrea Kreutz	Trustee	2.00	Director	$0	$0	$0
Linda McSwain	Trustee	2.00	Director	$0	$0	$0
Early Langley	Trustee	2.00	Director	$0	$0	$0
Sandra Narup	Trustee	2.00	Director	$0	$0	$0
Karen Tyler	Trustee	2.00	Director	$0	$0	$0
Dave Wenhold	Executive Director	2.00	Officer Director	$0	$0	$304,000

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	$255,907	$247,871	$1,072,167	$8,036
2023	$248,478	$173,628	$991,278	$74,850
2022	$238,928	$159,933	$905,303	$78,995
2021	$241,762	$113,882	$874,918	$127,880
2020	$169,662	$95,727	$711,089	$73,935
2019	$145,511	$167,439	$614,745	$-21,928
2018	$368,720	$217,825	$626,684	$150,895

National Court Reporters Foundation