AMERICAN SOCIETY OF TRAVEL ADVISORS INC (EIN 130434364) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1931

Legal Domicile

Principal Officer

ZANE KERBY

Phone

7037392782

Tax Period

2023-01-01 to 2023-12-31

AMERICAN SOCIETY OF TRAVEL ADVISORS INC, founded in 1931, is a community nonprofit that reported $6.1M in total revenue in fiscal year 2019. Expenses of $5.7M left a modest 7% surplus.

Mission

PROMOTE SHARED INTEREST OF TRAVEL SALES PROFESSIONALS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,089,786

Program Service Revenue $8,246,677

Investment Income $12,948

Other Revenue $191,001

TOTAL REVENUE $9,540,412

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $4,303,413

Fundraising Expenses $0

Other Expenses $4,940,960

TOTAL EXPENSES $9,254,373

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,540,412	$8,475,757	+0.1%
Expenses	$9,254,373	$7,815,084	+0.2%
Net Income	$286,039	$660,673	-0.6%

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

248

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

$704,828

Total Directors

$21,500

Key Employees

$271,454

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC CASTO	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
JACKIE FRIEDMAN	CHAIRMAN OF THE BOARD	9.00	Officer Director	$13,500	$0	$13,500
TIFFANY HINES	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
KATHY BEDELL	CAC CHAIR	1.00	Officer Director	$0	$0	$0
RHONDA SHUMWAY	SBN DIRECTOR	1.00	Director	$0	$0	$0
DEB BELCHAK	REGIONAL DIRECTOR	1.00	Director	$0	$0	$0
KELLY BERGIN	TREASURER	9.00	Officer Director	$4,000	$0	$4,000
KAREEM GEORGE	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
ANTHONY LEE THOMAS	VICE CHAIR AND SECRETARY	9.00	Officer Director	$4,000	$0	$4,000
JOHN WERNER	CONSORTIA MEMBER DIRECTOR	1.00	Director	$0	$0	$0
PAMELA IRWIN	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
ANITA PAGLIASSO	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
SHELLY PHILLIPS	REGIONAL DIRECTOR	1.00	Director	$0	$0	$0
AMANDA KLIMAK	CAC VICE-CHAIR	1.00	Director	$0	$0	$0
ROB HALE	REGIONAL DIRECTOR	1.00	Director	$0	$0	$0
ZANE KERBY	PRESIDENT & CEO	49.00	Officer	$574,649	$108,679	$683,328
EBEN PECK	SVP, GOV'T & PUBLIC AFFAIR	50.00	Key Emp	$247,296	$24,158	$271,454
PETER LOBASSO	GENERAL COUNSEL	50.00	Highest	$222,678	$14,005	$236,683
MARK MEADER	SR VP MARKETING, INDUSTRY	1.00	Highest	$174,812	$12,407	$187,219
JESSICA KLEMENT	VP,GOV'T & PUBLIC AFFAIRS	50.00	Highest	$206,356	$13,682	$220,038
SARAH LITTLE	VP, BUSINESS DEVELOPMENT	50.00	Highest	$145,568	$12,019	$157,587
ELIZABETH HENRY	VP, FINANCE & ACCOUNTING	50.00	Highest	$178,796	$13,203	$191,999

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	No data	No data	No data	No data
2023	$9,540,412	$9,254,373	$11,743,017	$286,039
2022	$8,475,757	$7,815,084	$10,670,418	$660,673
2021	$6,551,847	$5,789,684	$10,658,174	$762,163
2020	$4,924,630	$4,490,168	$7,032,684	$434,462
2019	$6,110,230	$5,675,802	$6,341,351	$434,428

AMERICAN SOCIETY OF TRAVEL ADVISORS INC