THE AMERICAN ASSEMBLY (EIN 136160846) - 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

1950

Legal Domicile

Principal Officer

PETER S BEARMAN

Phone

2128703500

Tax Period

2019-07-01 to 2020-06-30

THE AMERICAN ASSEMBLY, founded in 1950, is a community nonprofit that reported $3.2M in total revenue in fiscal year 2019. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.0M, a strong 62% operating margin.

Mission

A NATIONAL NON PARTISAN PUBLIC POLICY FORUM TO ILLUMINATE ISSUES OF PUBLIC POLICY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $688,821

Investment Income $2,528,782

Other Revenue $0

TOTAL REVENUE $3,217,603

Expense Breakdown

Grants Paid $0

Salaries & Benefits $943,457

Fundraising Expenses $100,792

Program Expenses $776,631

Other Expenses $288,248

TOTAL EXPENSES $1,231,705

Year-over-Year Comparison

	2019	2018	Change
Revenue	$3,217,603	$2,795,301	+0.2%
Expenses	$1,231,705	$2,937,489	-0.6%
Net Income	$1,985,898	$-142,188	-15.0%

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

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

$1,219,865

Total Directors

$791,904

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG CALHOUN	CHAIRMAN	3.00	Officer Director	$0	$0	$0
HENRY CISNEROS	SECRETARY	3.00	Officer Director	$0	$0	$0
LEE C BOLLINGER	TRUSTEE - EX OFFICIO	3.00	Director	$0	$0	$0
NANCY CANTOR	TRUSTEE	3.00	Director	$0	$0	$0
ALONDRA NELSON	TRUSTEE	3.00	Director	$0	$0	$0
HARRIET ZUCKERMAN	TRUSTEE	3.00	Director	$0	$0	$0
SHAILAGH MURRAY	TRUSTEE	3.00	Director	$0	$0	$0
PETER BEARMAN	PRESIDENT & TRUSTEE	60.00	Officer Director	$218,541	$20,017	$238,558
DAVID H MORTIMER	FORMER PRESIDENT & TRUSTEE	60.00	Officer Director	$514,268	$39,078	$553,346
JOSEPH J KARAGANIS	FORMER VICE PRESIDENT	60.00	Officer	$226,852	$89,894	$316,746
KARLA GARCIA	CFO	60.00	Officer	$89,501	$21,714	$111,215

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
2020	$3,217,603	$1,231,705	$27,391,919	$1,985,898
2019	$2,795,301	$2,937,489	$26,683,677	$-142,188
2018	$2,787,429	$2,269,746	$26,891,520	$517,683

THE AMERICAN ASSEMBLY