NATIONAL EXCHANGE CLUB

EIN: 566062695

SANFORD, NC

Total Revenue
$304,430
Total Expenses
$13,219
Total Assets
$335,354
Net Assets
$335,354
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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
NC
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.

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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%)

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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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
4

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
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
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