NATIONAL EXCHANGE CLUB

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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

1962

Legal Domicile

Principal Officer

JEANNIE STEWART

Phone

9197088058

Tax Period

2024-07-01 to 2025-06-30

NATIONAL EXCHANGE CLUB, founded in 1962, is a small nonprofit that reported $304K in total revenue in fiscal year 2024. The organization ran a surplus of $291K, a strong 96% operating margin.

Mission

THE SANFORD EXCHANGE CLUB IS A CIVIC CLUB THAT EXISTS TO SUPPORT COMMUNITY NEEDS. SOME OF THE PROGRAMS SUPPORTED INCLUDE PROVIDING WHEELCHAIRS, SCHOLARSHIPS AND ENDOWMENTS TO OTHER LOCAL CHARITIES IN NEED.

Program Service Accomplishments

Program 1

Expenses: $10,807 Revenue: $12,600

PROVIDING SPACE FOR ACTIVITIES, SCHOLARSHIP, ENDOWMENTS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $12,600

Investment Income $291,830

Other Revenue $0

TOTAL REVENUE $304,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,807

Other Expenses $13,219

TOTAL EXPENSES $13,219

Year-over-Year Comparison

	2024	2023	Change
Revenue	$304,430	N/A	N/A
Expenses	$13,219	N/A	N/A
Net Income	$291,211	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SALLY PORTER	SECRETARY	N/A	Officer Director	$0	$0	$0
JEANNIE STEWART	PRESIDENT AN	2.00	Officer Director	$0	$0	$0
KENNY STEWART	VICE PRESIDE	N/A	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
2025	$304,430	$13,219	$335,354	$291,211