Prof Paul J Hartman State & Local Tax Forum (EIN 621564419) - Form 990 Financial Analysis & Trantor Score

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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

1994

Legal Domicile

Principal Officer

John O Pearce

Phone

6153008940

Tax Period

2023-01-01 to 2023-12-31

Prof Paul J Hartman State & Local Tax Forum, founded in 1994, is a small nonprofit in the Education sector that reported $306K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $293K left a modest 4% surplus.

Mission

The Paul J. Hartman State & Local Forum conducts an annual educational forum for tax professionals from government, industry and public practice. This educational event provides training, CPE and CLE for approximately 250 persons each year.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $298,381

Investment Income $7,233

Other Revenue $0

TOTAL REVENUE $305,614

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $233,090

Other Expenses $293,090

TOTAL EXPENSES $293,090

Year-over-Year Comparison

	2023	2022	Change
Revenue	$305,614	$269,886	+0.1%
Expenses	$293,090	$215,298	+0.4%
Net Income	$12,524	$54,588	-0.8%

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
G Michael Yopp	Trustee	0.00	Director	$0	$0	$0
Joseph W Gibbs	Trustee	0.00	Director	$0	$0	$0
J Mark McCormick	Trustee	0.00	Director	$0	$0	$0
John O Pearce	Treasurer & Trustee	1.00	Officer Director	$0	$0	$0
William F Buechler	Secretary & Trustee	1.00	Officer Director	$0	$0	$0
Troy Deason	Trustee	1.00	Director	$0	$0	$0
Kendall L Houghton	President	1.00	Officer Director	$0	$0	$0
Joe Garrett	Trustee	0.00	Director	$0	$0	$0
Stephen Jasper	Vice President	1.00	Officer Director	$0	$0	$0
J William McArthur	Trustee	0.00	Director	$0	$0	$0
Tony Robinson	Trustee	0.00	Director	$0	$0	$0
Lynn Gandi	Trustee	0.00	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
2024	No data	No data	No data	No data
2023	$305,614	$293,090	$433,774	$12,524
2022	$269,886	$215,298	$417,118	$54,588
2021	$224,036	$161,300	$359,161	$62,736

Prof Paul J Hartman State & Local Tax Forum