NATIONAL DEFENSE BRIEFING SERIES INC (EIN 882300431) - 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

2022

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

NATIONAL DEFENSE BRIEFING SERIES INC, founded in 2022, is a small nonprofit in the Education sector that reported $182K in total revenue in fiscal year 2024. The organization ran a surplus of $82K, a strong 45% operating margin.

Mission

To educate the public on topics of national security and defense through a series of quarterly dinner meetings with invited speakers who are subject matter experts. Secondly to recognize and award a leading citizen annually who exemplifies the characteristics of leadership, selfless service, and giving back to our military, veterans, patriotic youth and the public. This is the Congressman Sam Johnson Defender of Freedom Award.

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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 $182,029

Program Service Revenue $0

Investment Income $397

Other Revenue $0

TOTAL REVENUE $182,426

Expense Breakdown

Grants Paid $51,100

Salaries & Benefits $0

Fundraising Expenses $47,883

Program Expenses $0

Other Expenses $49,039

TOTAL EXPENSES $100,139

Year-over-Year Comparison

	2024	2023	Change
Revenue	$182,426	N/A	N/A
Expenses	$100,139	N/A	N/A
Net Income	$82,287	$0	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
Charles Daniels	President	2.00	Officer	$0	$0	$0
John Campbell	Vice President	2.00	Officer	$0	$0	$0
Barry Brown	Former Treasurer	4.00		$0	$0	$0
Ted Puchacz	Board Member	1.00	Director	$0	$0	$0
Marc Leibman	Secretary	3.00	Officer	$0	$0	$0
Richard Kaniss	Board Member	0.00	Director	$0	$0	$0
David Alford	Board Member	0.00	Director	$0	$0	$0
Mike Bofferding	Treasurer	3.00	Officer	$0	$0	$0
Patty McCoy	Former Board Member	3.00		$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	$182,426	$100,139	$114,831	$82,287

NATIONAL DEFENSE BRIEFING SERIES INC