AIA WESTERN MASSACHUSETTS CHAPTER

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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

1985

Legal Domicile

Principal Officer

LORIN STARR

Phone

4132539744

Tax Period

2023-01-01 to 2023-12-31

AIA WESTERN MASSACHUSETTS CHAPTER, founded in 1985, is a micro nonprofit that reported $65K in total revenue in fiscal year 2023. Expenses of $60K left a modest 6% surplus.

Mission

TO SERVE ITS MEMBERS IN THE ARCHITECTURAL PROFESSION WITHIN THE AREAS OF EDUCATION, ETHICS, PROFESSIONAL ADVANCEMENT, PUBLICATIONS, ADVOCACY AND OTHER MEMBER AND PUBLIC SERVICES.

Program Service Accomplishments

Program 1

Expenses: $35,960

TO SERVE ITS MEMBERS IN THE PROMOTION OF THE ARCHITECTURAL INDUSTRY.

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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 $46,555

Program Service Revenue $17,940

Investment Income $49

Other Revenue $0

TOTAL REVENUE $64,544

Expense Breakdown

Grants Paid $2,530

Salaries & Benefits $24,000

Fundraising Expenses $0

Program Expenses $35,960

Other Expenses $33,875

TOTAL EXPENSES $60,405

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,544	$65,224	0.0%
Expenses	$60,405	$55,744	+0.1%
Net Income	$4,139	$9,480	-0.6%

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

$24,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERRY BARTINI	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
JODY BARKER	DIRECTOR	1.00	Director	$0	$0	$0
LEAHNA AGUSTIN	DIRECTOR	1.00	Director	$0	$0	$0
CARYN BRAUSE	SECRETARY	1.00	Officer Director	$0	$0	$0
GARTH SCHWELLENBACH	PRESIDENT	1.00	Officer Director	$0	$0	$0
MY-RON HATCHETT	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN SCHREIBER	DIRECTOR	1.00	Director	$0	$0	$0
GARRISON CLARK PIERS-GAMBLE	TREASURER	1.00	Officer Director	$0	$0	$0
J KRISTIAN WHITSETT	DIRECTOR	1.00	Director	$0	$0	$0
HELEN FANTINI	DIRECTOR	1.00	Director	$0	$0	$0
MOHAMED IBRAHIM	DIRECTOR	1.00	Director	$0	$0	$0
WENDY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
LORIN STARR	EXECUTIVE DIRECTOR	12.00	Officer	$24,000	$0	$24,000

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
2023	$64,544	$60,405	$154,287	$4,139
2022	$65,224	$55,744	$145,124	$9,480
2021	$56,024	$50,986	$143,999	$5,038
2020	$55,694	$49,732	$130,443	$5,962
2019	$109,244	$75,777	$131,714	$33,467
2018	$56,798	$57,613	$92,244	$-815