EMPLOYERS' FORUM OF INDIANA INC (EIN 852350404) - 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

2020

Legal Domicile

Principal Officer

DAVID KELLEHER

Phone

8123908964

Tax Period

2024-01-01 to 2024-12-31

EMPLOYERS' FORUM OF INDIANA INC, founded in 2020, is a small nonprofit in the Health Care sector that reported $693K in total revenue in fiscal year 2024. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 70% operating deficit.

Mission

TO IMPROVE THE VALUE RECEIVED BY EMPLOYERS AND PATIENTS FOR THEIR HEALTH CARE EXPENDITURES. VALUE CONSIDERATIONS INCLUDES PRICE, QUALITY, EMPLOYEE SATISFACTION AND UTILIZATION.

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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 $644,033

Program Service Revenue $0

Investment Income $49,147

Other Revenue $0

TOTAL REVENUE $693,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $380,161

Fundraising Expenses $0

Program Expenses $1,020,589

Other Expenses $796,041

TOTAL EXPENSES $1,176,202

Year-over-Year Comparison

	2024	2023	Change
Revenue	$693,180	$1,214,861	-0.4%
Expenses	$1,176,202	$921,258	+0.3%
Net Income	$-483,022	$293,603	-2.6%

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

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

$10,000

Total Directors

$5,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLORIA SACHDEV	PRESIDENT	40.00		$292,167	$0	$292,167
DAVID KELLEHER	OFFICER/BOAR	10.00	Officer Director	$5,000	$0	$5,000
CHRISTAN ROYER	BOARD MEMBER	10.00	Officer	$5,000	$0	$5,000

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	$693,180	$1,176,202	$1,026,691	$-483,022
2023	$1,214,861	$921,258	$1,503,317	$293,603
2022	$1,379,630	$1,020,111	$1,190,436	$359,519
2021	$1,022,300	$464,418	$830,360	$557,882
2020	$459,817	$189,120	$271,798	$270,697

EMPLOYERS' FORUM OF INDIANA INC