NAFCU FNDTN FOR CHARITABLE LITERARY EDUCATIONAL & HUMANITARIAN PURPOSES (EIN 541755947) - 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

1995

Legal Domicile

Principal Officer

B DAN BERGER

Phone

7035224770

Tax Period

2021-01-01 to 2021-12-31

NAFCU FNDTN FOR CHARITABLE LITERARY EDUCATIONAL & HUMANITARIAN PURPOSES, founded in 1995, is a small nonprofit that reported $219K in total revenue in fiscal year 2021. Revenue surged 346% from the prior year, signaling strong growth momentum. The organization ran a surplus of $181K, a strong 83% operating margin.

Mission

TO PROMOTE CHARITABLE, LITERARY, EDUCATIONAL, AND HUMANITARIAN CAUSES THAT WILL BENEFIT CREDIT UNIONS AND THOSE ASSOCIATED WITH THEM.

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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 (2021)

Revenue Breakdown

Contributions & Grants $219,000

Program Service Revenue $0

Investment Income $127

Other Revenue $0

TOTAL REVENUE $219,127

Expense Breakdown

Grants Paid $38,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,025

Other Expenses $25

TOTAL EXPENSES $38,025

Year-over-Year Comparison

	2021	2020	Change
Revenue	$219,127	$49,093	+3.5%
Expenses	$38,025	$34,525	+0.1%
Net Income	$181,102	$14,568	+11.4%

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

$1,764,104

Total Directors

$2,089,567

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN BERGER	DIRECTOR & PRESIDENT	1.00	Officer Director	$0	$42,467	$1,204,367
ANTHONY DEMANGONE	CHIEF ADMINISTRATIVE OFFICER	1.00	Officer Director	$0	$72,971	$559,737
CARRIE HUNT	DIRECTOR (TO JUN '21)	1.00	Director	$0	$22,552	$325,463
THOMAS W DEWITT	CHAIR	1.00	Officer Director	$0	$0	$0
DEBRA SCHWARTZ	CHAIR (TO JUL '21)	1.00	Officer Director	$0	$0	$0
GARY A GRINNELL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN T SCHOOLS	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN C HARBIN	SECRETARY	1.00	Officer 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
2021	$219,127	$38,025	$302,199	$181,102

NAFCU FNDTN FOR CHARITABLE LITERARY EDUCATIONAL & HUMANITARIAN PURPOSES