AMERICAN AUSTRALIAN ASSOCIATION (EIN 136151807) - 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

1948

Legal Domicile

Principal Officer

STEVEN MARSHALL

Phone

2123386860

Tax Period

2024-01-01 to 2024-12-31

AMERICAN AUSTRALIAN ASSOCIATION, founded in 1948, is a community nonprofit in the International Affairs sector that reported $4.0M in total revenue in fiscal year 2024. Expenses of $5.7M exceeded revenue, resulting in a 44% operating deficit.

Mission

THE AMERICAN AUSTRAILIAN ASSOCIATION'S PURPOSE IS TO BROADEN, STRENGTHEN AND ENCOURAGE TIES BETWEEN THE US AND AUSTRALIA WITH ACTIVE PROGRAMS OF CORPORATE, EDUCATIONAL, ECONOMIC, SOCIAL AND CULTURAL ACTIVITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,214,188

Program Service Revenue $0

Investment Income $1,079,295

Other Revenue $-1,323,075

TOTAL REVENUE $3,970,408

Expense Breakdown

Grants Paid $1,405,000

Salaries & Benefits $2,120,197

Fundraising Expenses $596,563

Program Expenses $3,928,082

Other Expenses $2,204,958

TOTAL EXPENSES $5,730,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,970,408	$3,700,597	+0.1%
Expenses	$5,730,155	$5,408,451	+0.1%
Net Income	$-1,759,747	$-1,707,854	+0.0%

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

$555,477

Total Directors

$428,897

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BERRY	PRESIDENT (ENDED 12/31/2024)	40.00	Officer Director	$424,450	$4,447	$428,897
CRAIG E CHAPMAN ESQ	CHAIRMAN	0.50	Officer Director	$0	$0	$0
LEILA SMITH	VICE CHAIR	0.50	Officer Director	$0	$0	$0
JACQUI SPENCE	TREASURER	0.50	Officer Director	$0	$0	$0
SAMANTHA SCHOEN	VICE CHAIRMAN	0.50	Officer Director	$0	$0	$0
SHANNON MARSHALL	SECRETARY	0.50	Officer Director	$0	$0	$0
CHARLES R GRANT	DIRECTOR	0.50	Director	$0	$0	$0
CLAIRE JOHNSTON	DIRECTOR	0.50	Director	$0	$0	$0
DAMIAN EALES	DIRECTOR	0.50	Director	$0	$0	$0
JOHN ESTES	DIRECTOR (STARTED 03/24)	0.50	Director	$0	$0	$0
KATE VALE	DIRECTOR	0.50	Director	$0	$0	$0
NICK STONE	DIRECTOR	0.50	Director	$0	$0	$0
ORONZO MICCOLI	DIRECTOR	0.50	Director	$0	$0	$0
SARAH BESHAR	DIRECTOR	0.50	Director	$0	$0	$0
SARA MCKERIHAN	DIRECTOR	0.50	Director	$0	$0	$0
TANIA YUKI	DIRECTOR	0.50	Director	$0	$0	$0
ZJANTELLE CAMMISA MARKEL	DIRECTOR (STARTED 06/24)	0.50	Director	$0	$0	$0
MICHAEL LEAHY	DIRECTOR OF FINANCE	40.00	Officer	$116,500	$10,080	$126,580
ERIN GRAY	SVP BUSINESS ENGAGEMENT, P	40.00	Highest	$187,050	$23,421	$210,471
LILY BALATINCZ	CHIEF OPERATING OFFICER	40.00	Highest	$220,840	$22,256	$243,096
LAURA LEVENTHAL	VP, BUSINESS PARTNERSHIPS & BRAND	40.00	Highest	$111,950	$13,973	$125,923
ROLLETTE LUSANTA	DIRECTOR OF TECHNOLOGY	40.00	Highest	$141,165	$34,714	$175,879

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	$3,970,408	$5,730,155	$24,300,638	$-1,759,747
2023	$3,700,597	$5,408,451	$26,229,905	$-1,707,854
2022	$8,500,259	$4,124,592	$30,305,261	$4,375,667
2021	$5,966,095	$3,532,950	$20,329,376	$2,433,145
2020	$5,767,448	$5,168,390	$16,744,700	$599,058
2019	$3,769,808	$3,779,052	$14,945,471	$-9,244
2018	$4,876,536	$3,227,474	$12,773,583	$1,649,062

AMERICAN AUSTRALIAN ASSOCIATION