ADVANCED PLANNERS STUDY GROUP (EIN 061747028) - 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

2004

Legal Domicile

Principal Officer

CARL W STUART

Phone

5124782275

Tax Period

2025-01-01 to 2025-12-31

ADVANCED PLANNERS STUDY GROUP, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $394K in total revenue in fiscal year 2025. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $195K, a strong 50% operating margin.

Mission

TO PROVIDE A MEANS FOR CERTIFIED PLANNERS TO GATHER CURRENT INFORMATION FROM INDUSTRY EXPERTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $388,384

Investment Income $5,168

Other Revenue $0

TOTAL REVENUE $393,552

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $197,224

Other Expenses $198,074

TOTAL EXPENSES $198,074

Year-over-Year Comparison

	2025	2024	Change
Revenue	$393,552	$264,124	+0.5%
Expenses	$198,074	$327,204	-0.4%
Net Income	$195,478	$-63,080	-4.1%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
CARL W STUART	CHAIRMAN	Officer	$0	$0	$0
AMANDA PIPER	VICE-CHAIRMAN	Officer	$0	$0	$0
PHILLIP RADEMACHER	VICE-CHAIRMAN	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
2025	$393,552	$198,074	$228,327	$195,478
2024	$264,124	$327,204	$32,849	$-63,080
2023	$239,780	$253,456	$95,929	$-13,676
2022	$282,496	$308,999	$109,605	$-26,503
2019	$224,000	$232,510	$136,901	$-8,510

ADVANCED PLANNERS STUDY GROUP