ANTHROPOSOPHICAL SOCIETY IN AMERICA (EIN 131628147) - 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

1933

Legal Domicile

Principal Officer

MARY STEWART ADAMS

Phone

7346629355

Tax Period

2023-01-01 to 2023-12-31

ANTHROPOSOPHICAL SOCIETY IN AMERICA, founded in 1933, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 12% surplus.

Mission

THE SOCIETY SEEKS TO SUPPORT INDIVIDUALS WORKING ON THEIR INNER DEVELOPMENT TO BENEFIT THE WORLD.

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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 (2023)

Revenue Breakdown

Contributions & Grants $956,080

Program Service Revenue $152,008

Investment Income $104,795

Other Revenue $5,041

TOTAL REVENUE $1,217,924

Expense Breakdown

Grants Paid $98,562

Salaries & Benefits $583,695

Fundraising Expenses $19,070

Program Expenses $729,921

Other Expenses $391,841

TOTAL EXPENSES $1,074,098

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,217,924	$1,109,739	+0.1%
Expenses	$1,074,098	$1,090,405	0.0%
Net Income	$143,826	$19,334	+6.4%

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

200

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

$136,433

Total Directors

$39,658

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE THIVIERGE ENDED 012023	DIRECTOR OF OPERATIONS	40.00	Officer	$12,663	$253	$12,916
TESS PARKER	DIRECTOR OF OPERATIONS	40.00	Officer	$82,215	$1,644	$83,859
CHRISTINE BURKE	MEMBER	4.00	Director	$0	$0	$0
MARGARET RUNYON	MEMBER	4.00	Director	$0	$0	$0
GINO VER EECKE	MEMBER	4.00	Officer Director	$0	$0	$0
LEAH WALKER	SECRETARY	4.00	Director	$0	$0	$0
DAVE MANSUR ENDED 102023	TREASURER	4.00	Officer Director	$0	$0	$0
CHARLES BURKAM	TREASURER	4.00	Officer Director	$0	$0	$0
JOHN BLOOM ENDED 102023	PRESIDENT AND GENERAL SECR	15.00	Officer Director	$15,493	$0	$15,493
MARY STEWART ADAMS	PRESIDENT AND GENERAL SECR	40.00	Officer Director	$24,165	$0	$24,165

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	$1,217,924	$1,074,098	$2,844,079	$143,826
2022	$1,109,739	$1,090,405	$2,981,870	$19,334
2021	$1,103,549	$1,049,354	$2,697,785	$54,195
2020	$2,452,411	$977,022	$2,772,628	$1,475,389
2019	$866,376	$1,121,236	$1,163,340	$-254,860
2018	$1,169,152	$969,055	$1,376,143	$200,097

ANTHROPOSOPHICAL SOCIETY IN AMERICA