THE AUTOMATION FEDERATION (EIN 205430819) - 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

2006

Legal Domicile

Principal Officer

CLAIRE FALLON

Phone

9193952270

Tax Period

2023-01-01 to 2023-12-31

Mission

THE AUTOMATION FEDERATION ENABLES ITS MEMBERS TO MORE EFFECTIVELY FULFILL THEIR MISSIONS, ADVANCE THE SCIENCE AND ENGINEERING OF AUTOMATION TECHNOLOGIES AND APPLICATIONS, AND DEVELOP THE WORKFORCE NEEDED TO CAPITALIZE ON THE BENEFITS OF AUTOMATION.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $252,190

Other Expenses $252,190

TOTAL EXPENSES $252,190

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$500,000	-1.0%
Expenses	$252,190	$370,885	-0.3%
Net Income	N/A	$129,115	N/A

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

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

$674,517

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID SHIRES	BOARD MEMBER	5.00	Officer Director	$0	$0	$0
MARK JAQUES	CHAIR (PARTIAL YEAR)	5.00	Officer Director	$0	$0	$0
KALEEM KHWAJA	BOARD MEMBER	5.00	Director	$0	$0	$0
CARLOS MANDOLESI	ISA PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
FABIEN BRIERE	CHAIR/VICE-CHAIR (PARTIAL)	5.00	Officer Director	$0	$0	$0
DANIEL RANDALL	BOARD MEMBER	5.00	Director	$0	$0	$0
ANDRE RISTAINO	MANAGING DIRECTOR	5.00	Officer	$0	$38,651	$217,478
CLAIRE FALLON	EXECUTIVE DIRECTOR	5.00	Officer	$0	$44,326	$457,039

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	No data	$252,190	$324,395	No data
2022	$500,000	$370,885	$573,728	$129,115
2021	No data	$310,168	$474,783	No data
2020	No data	$529,974	$843,484	No data

THE AUTOMATION FEDERATION