NEW JERSEY CHAPTER AMERICAN MARKETING ASSOCIATION (EIN 223183547) - 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

1911

Legal Domicile

Principal Officer

MARI CONSIDINE

Phone

9087668240

Tax Period

2020-07-01 to 2021-06-30

NEW JERSEY CHAPTER AMERICAN MARKETING ASSOCIATION, founded in 1911, is a micro nonprofit that reported $14K in total revenue in fiscal year 2020. The organization ran a surplus of $5K, a strong 35% operating margin.

Mission

THE ORGANIZATION IS THE NEW JERSEY CAHPETER OF THE AMERICAN MARKETING ASSOCIATION AND IS DEDICATED TO PROVIDING EXCELLENCE IN MARKETING AND MARKET RESEARCH THROUGH MEMBERSHIP TRAINING AND RESEARCH AS WELL AS SEMINARS AND CONFERENCES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $13,521

Investment Income $38

Other Revenue $0

TOTAL REVENUE $13,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,334

Other Expenses $8,780

TOTAL EXPENSES $8,780

Year-over-Year Comparison

	2020	2019	Change
Revenue	$13,559	$12,979	+0.0%
Expenses	$8,780	$14,074	-0.4%
Net Income	$4,779	$-1,095	-5.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARA LUKMAN	VP - TALENT MANAGEMENT	5.00	Officer	$0	$0	$0
ROBERT TABOR	TREASURER	5.00	Officer	$0	$0	$0
MARI CONSIDINE	IMMEDIATE PAST PRESIDENT	5.00	Officer	$0	$0	$0
KENDRA CLARKE	PRESIDENT	5.00	Officer	$0	$0	$0
JENNIFER LOVE	VP - MEMBERSHIP	5.00	Officer	$0	$0	$0
CHRISTINE HEYE	VP - PROGRAMMING	5.00	Officer	$0	$0	$0
ERIK HEEREN	VP - COMMUNICATIONS	5.00	Officer	$0	$0	$0
JAIME JURGAITIS	PRESIDENT ELECT	5.00	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
2021	$13,559	$8,780	$36,639	$4,779
2020	$12,979	$14,074	$31,860	$-1,095
2019	$23,391	$24,508	$32,955	$-1,117

NEW JERSEY CHAPTER AMERICAN MARKETING ASSOCIATION