THE AHLA FOUNDATION (EIN 136095316) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1953

Legal Domicile

Principal Officer

KEVIN CAREY

Phone

2022893100

Tax Period

2023-01-01 to 2023-12-31

THE AHLA FOUNDATION, founded in 1953, is a community nonprofit in the Education sector that reported $5.9M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $7.0M exceeded revenue, resulting in a 18% operating deficit.

Mission

AHLAF STRIVES TO INSPIRE, SUPPORT, AND ELEVATE ALL WHO WORK TO ADVANCE THE HOTEL INDUSTRY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,542,438

Program Service Revenue $321,950

Investment Income $1,218,643

Other Revenue $-148,844

TOTAL REVENUE $5,934,187

Expense Breakdown

Grants Paid $2,130,656

Salaries & Benefits $2,017,001

Fundraising Expenses $438,942

Program Expenses $5,343,091

Other Expenses $2,830,681

TOTAL EXPENSES $6,978,338

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,934,187	$5,438,384	+0.1%
Expenses	$6,978,338	$6,123,809	+0.1%
Net Income	$-1,044,151	$-685,425	+0.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

1974

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

$2,223,857

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM BARDENETT	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
JULIENNE SMITH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANU SAXENA	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JEAN-LUC BARONE	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
JAMIE BAXTER	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
SURAJ BHAKTA	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
RAJ CHANDNANI	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
LISA CHECCHIO	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
ANN CHRISTENSON	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
GREG COCCIARELLA	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
DANIEL DEL OLMO	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
ANDREA FOSTER	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
JOHN LANCASTER	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
MALAIKA MYERS	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
DANIEL PEEK	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
BRIAN QUINN	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
ELAINE RICHARD	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
RYAN RIVETT	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
JYOTI SAROLIA	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
JONATHAN STANNER	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
SCOTT TREBILCO	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
WILLIAM ROGERS	PRESIDENT & CEO, AHLA	4.00	Officer	$0	$180,189	$1,162,406
KEVIN CAREY	COO, AHLA	2.00	Officer	$0	$110,913	$803,932
ANNA BLUE	PRESIDENT, AHLA FOUNDATION	35.00	Officer	$0	$40,745	$257,519
SARAH COZEWITH	VP OF CAREER DEVELOPMENT	35.00	Highest	$0	$53,725	$254,900
JENNIFER FUGOLO	VP OF ADVANCEMENT	35.00	Highest	$0	$18,982	$211,378
KATHERINE MOORE	VP, STRATEGY & EXECUTIVE MANAGEMENT	35.00	Highest	$0	$35,289	$212,956
ELIZABETH MCCOY	VP, PREVENTION & AWARENESS PROGRAMS	35.00	Highest	$0	$31,924	$202,835
LINDSAY MILLER	SR. DIRECTOR, DEVELOPMENT	35.00	Highest	$0	$27,845	$157,965

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	$5,934,187	$6,978,338	$33,352,803	$-1,044,151
2022	$5,438,384	$6,123,809	$32,049,019	$-685,425
2021	$6,832,027	$4,115,821	$38,777,337	$2,716,206
2020	$2,671,648	$2,475,388	$36,231,203	$196,260
2019	$2,118,960	$3,613,084	$34,736,281	$-1,494,124
2018	$2,409,582	$3,580,023	$32,245,178	$-1,170,441

THE AHLA FOUNDATION