NAPA Employee Assistance Fund

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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

2020

Legal Domicile

Principal Officer

Beth Green

Phone

5369453155

Tax Period

2020-03-24 to 2020-12-31

NAPA Employee Assistance Fund, founded in 2020, is a small nonprofit in the Arts, Culture & Humanities sector that reported $381K in total revenue in fiscal year 2020. The organization ran a surplus of $243K, a strong 64% operating margin.

Mission

NAPA Employee Assistance Fund's mission is to help employees cope with unexpected hardships that place undue financial stress on them and their families. The fund provides assistance, relief and aid on a non-discriminatory basis to employees (and their immediate family members) of North American Partners in Anesthesia and its affiliates.

Program Service Accomplishments

Program 1

Expenses: $127,023 Revenue: $0

The Fund's primary program service activity is to provide disaster relief and emergency hardship assistance to employees (and their immediate family members) who are in need. The Fund is supported...

The Fund's primary program service activity is to provide disaster relief and emergency hardship assistance to employees (and their immediate family members) who are in need. The Fund is supported primarily from the generosity and good-will of its employees who look to support their colleagues in their time of need. In 2020, the Fund primarily provided economic support to employees suffering from the economic challenges created by the global COVID-19 pandemic.

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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 (2020)

Revenue Breakdown

Contributions & Grants $380,644

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $380,644

Expense Breakdown

Grants Paid $127,023

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,023

Other Expenses $10,660

TOTAL EXPENSES $137,683

Year-over-Year Comparison

	2020	2019	Change
Revenue	$380,644	N/A	N/A
Expenses	$137,683	N/A	N/A
Net Income	$242,961	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
Beth Green	President	1.00	Officer Director	$0	$0	$0
Kristine Meade	Secretary	1.00	Officer Director	$0	$0	$0
John Bugos	Treasurer	1.00	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
2020	$380,644	$137,683	$242,961	$242,961