NAPE EXPO CHARITIES FUND (EIN 813695208) - 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

2017

Legal Domicile

Principal Officer

PAUL HARRISON

Phone

8178477700

Tax Period

2023-07-01 to 2024-06-30

NAPE EXPO CHARITIES FUND, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $176K in total revenue in fiscal year 2023. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $331K exceeded revenue, resulting in a 88% operating deficit.

Mission

THE NAPE EXPO CHARITIES FUND WAS CREATED TO ENGAGE DIRECTLY IN THE SUPPORT OF CHARITABLE, BENEVOLENT, RELIGIOUS, ELEEMOSYNARY, LITERARY, PATRIOTIC, CIVIC, SCIENTIFIC, AND EDUCATIONAL PURPOSES AND TO SUPPORT OTHER QUALIFIED ORGANIZATIONS OR ENTITIES ENGAGED IN SUCH PURPOSES.

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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 $281,173

Program Service Revenue $0

Investment Income $43,938

Other Revenue $-148,681

TOTAL REVENUE $176,430

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $0

Fundraising Expenses $2,696

Program Expenses $300,000

Other Expenses $31,342

TOTAL EXPENSES $331,342

Year-over-Year Comparison

	2023	2022	Change
Revenue	$176,430	$1,366,765	-0.9%
Expenses	$331,342	$634,984	-0.5%
Net Income	$-154,912	$731,781	-1.2%

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
BROOK YATES	PRESIDENT	1.00	Officer Director	$0	$0	$0
JERRIS E JOHNSON	TREASURER	1.00	Officer Director	$0	$0	$0
GRETA ZEIMETZ	SECRETARY	1.00	Officer Director	$0	$0	$0
CARL CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
NANCY C MCCASKELL	DIRECTOR	1.00	Director	$0	$0	$0
CRANFORD D NEWELL	DIRECTOR	1.00	Director	$0	$0	$0
JULIE WOODARD	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$176,430	$331,342	$1,996,301	$-154,912
2023	$1,366,765	$634,984	$2,001,743	$731,781
2022	$442,627	$447,999	$1,143,324	$-5,372
2021	$104,519	$143,144	$1,388,289	$-38,625
2020	$518,447	$630,144	$1,128,573	$-111,697
2019	$1,690,766	$478,413	$1,212,353	$1,212,353

NAPE EXPO CHARITIES FUND