AMERICAN PRODUCTION AND INVENTORY SANTA CLARA CHAPTER OF APICS (EIN 942673901) - 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

1968

Legal Domicile

Principal Officer

MEL NELSON

Phone

4087271125

Tax Period

2018-07-01 to 2019-06-30

AMERICAN PRODUCTION AND INVENTORY SANTA CLARA CHAPTER OF APICS, founded in 1968, is a small nonprofit that reported $156K in total revenue in fiscal year 2018. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $228K exceeded revenue, resulting in a 46% operating deficit.

Mission

OPERATION MANAGEMENT PROFESSIONALS TO ENHANCE AND VALIDATE ABILITIES AND ACCELERATE CAREERS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $155,742

Investment Income $0

Other Revenue $0

TOTAL REVENUE $155,742

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,554

Fundraising Expenses $0

Other Expenses $168,239

TOTAL EXPENSES $227,793

Year-over-Year Comparison

	2018	2017	Change
Revenue	$155,742	$259,049	-0.4%
Expenses	$227,793	$259,989	-0.1%
Net Income	$-72,051	$-940	+75.7%

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

Total Directors

Key Employees

$58,631

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEL NELSON	EXECUTIVE V.PRESIDENT	2.00	Officer	$0	$0	$0
SUSAN NELSON	PRESIDENT	3.00	Officer	$0	$0	$0
TERRY MEYERS	V.P EDUCATION	1.50	Officer	$0	$0	$0
REBECCA COOK	V.P PROGRAM	1.00	Officer	$0	$0	$0
MARIE ROGERS	ADMINISTRATOR	30.00	Key Emp	$58,631	$0	$58,631
BOZIDAR ORLOVIC	VP STUDENT MEMBERS	1.50	Officer	$0	$0	$0
ALEX BETTESWORTH	V.P MARKETING	1.50	Officer	$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
2019	$155,742	$227,793	$4,859	$-72,051

AMERICAN PRODUCTION AND INVENTORY SANTA CLARA CHAPTER OF APICS