THE EASTERN REGION OF APPA (EIN 222255109) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

MICHAEL DIXON

Phone

7036841446

Tax Period

2024-07-01 to 2025-06-30

THE EASTERN REGION OF APPA, founded in 1994, is a small nonprofit in the Education sector that reported $275K in total revenue in fiscal year 2018. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $249K left a modest 9% surplus.

Mission

TO PROVIDE MEMBERS AND ASSOCIATIONS OF ERAPPA WITH QUALITY OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT THROUGH RELEVANT EDUCATION AND NETWORKING PROGRAMS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $226,852

Investment Income $8,817

Other Revenue $5,118

TOTAL REVENUE $240,787

Expense Breakdown

Grants Paid $45,010

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $165,059

Other Expenses $175,761

TOTAL EXPENSES $220,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$240,787	$234,748	+0.0%
Expenses	$220,771	$234,224	-0.1%
Net Income	$20,016	$524	+37.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG CLAYTON	PRESIDENT	4.00	Officer	$0	$0	$0
PATRICIA SMITH	PAST PRESIDENT	4.00	Officer	$0	$0	$0
MARY GRUBE	PRESIDENT-ELECT	4.00	Officer	$0	$0	$0
HUGH BRIGGS	VP, CHAPTER DEVELOPMENT	4.00	Officer	$0	$0	$0
ANDREW FEICK	V.P MEMBER & COMMUNITY ENG	4.00	Officer	$0	$0	$0
KEVIN SIMPSON	VP ANNUAL MEETINGS	4.00	Officer	$0	$0	$0
GEORGE STOOKS	VP ANNUAL MEETINGS (P)	4.00	Officer	$0	$0	$0
MICHAEL DIXON	TREASURER	4.00	Officer	$0	$0	$0
JESSICA ABBOTT	APPA REGIONAL DIRECTOR	4.00	Officer	$0	$0	$0
LESLIE WHITBY	BUSINESS PARTNER LIAISON	4.00	Officer	$0	$0	$0
JASON SAWYER	VP TECH & COMM	4.00	Officer	$0	$0	$0
EARLE FARRELL	SECRETARY	4.00	Officer	$0	$0	$0
JONATHAN TERRY	SECRETARY (P)	4.00	Officer	$0	$0	$0
NICOLA EMBLETON-LAKE	VP PROFESSIONAL DEVELOPMENT	4.00	Officer	$0	$0	$0
MICHELLE FREDERICK	APPA LIAISON TO ERAPPA	4.00	Officer	$0	$0	$0
LANDER MEDLIN	APPA LIAISON TO ERAPPA (P)	4.00	Officer	$0	$0	$0

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
2025	$240,787	$220,771	$531,462	$20,016
2024	$234,748	$234,224	$526,991	$524
2023	$238,594	$231,810	$496,664	$6,784
2022	$146,132	$271,260	$545,864	$-125,128
2021	$128,574	$97,443	$623,525	$31,131
2020	$369,274	$311,230	$600,022	$58,044
2019	$274,554	$248,640	$594,199	$25,914

THE EASTERN REGION OF APPA