NATA PARTNERS FOUNDATION (EIN 833374953) - 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

2019

Principal Officer

CODY SWIFT

Phone

4159995354

Tax Period

2024-01-01 to 2024-12-31

NATA PARTNERS FOUNDATION, founded in 2019, is a micro nonprofit that reported $25K in total revenue in fiscal year 2024. Revenue fell 107% from the prior year — a significant decline worth monitoring.

Mission

CREATE A BETTER WORLD

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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 $25,000

Investment Income $-49,795

Other Revenue $0

TOTAL REVENUE $-24,795

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,000

Other Expenses $2,480

TOTAL EXPENSES $52,480

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-24,795	$363,050	-1.1%
Expenses	$52,480	$171,557	-0.7%
Net Income	$-77,275	$191,493	-1.4%

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

N/A

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
CODY SWIFT	PRESIDENT	1.00	Officer Director	$0	$0	$0
LES SZABO	TREASURER	10.00	Officer Director	$0	$0	$0
MIRIAM VOLAT	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID BRONNER	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
2024	$-24,795	$52,480	$677,887	$-77,275
2023	$363,050	$171,557	$815,596	$191,493
2022	$-727,249	$1,595	$584,103	$-728,844
2021	$550,028	$1,192	$1,312,947	$548,836
2020	$263,347	$6,605	$764,111	$256,742
2019	$507,459	$90	$507,369	$507,369

NATA PARTNERS FOUNDATION