PASAE (EIN 232069445) - 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

1978

Legal Domicile

Principal Officer

LISA RUGGIERS

Phone

7176144270

Tax Period

2023-01-01 to 2023-12-31

PASAE, founded in 1978, is a small nonprofit that reported $125K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $146K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE MISSION OF PASAE IS TO CREATE A COMMUNITY OF ASSOCIATION LEADERS THAT INSPIRE AND PROMOTE EXCELLENCE. WE DO THIS THROUGH EDUCATION AND THE EXCHANGE OF IDEAS, PROVIDING ASSOCIATION MANAGEMENT RESOURCES AND TOOLS, FOSTERING RELATIONSHIPS BETWEEN ASSOCIATION PROFESSIONALS AND BUSINESS PARTNERS, AND PUBLICLY ADVANCING THE ASSOCIATION 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 $0

Program Service Revenue $116,056

Investment Income $4,814

Other Revenue $4,550

TOTAL REVENUE $125,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $146,456

TOTAL EXPENSES $146,456

Year-over-Year Comparison

	2023	2022	Change
Revenue	$125,420	$115,111	+0.1%
Expenses	$146,456	$155,712	-0.1%
Net Income	$-21,036	$-40,601	-0.5%

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
LISA RUGGIERS IOM	EXECUTIVE DIRECTOR	5.00	Officer Director	$0	$0	$0
DIANA EWERT MPA CAE	CHAIR	0.80	Officer Director	$0	$0	$0
DAN DURDEN ESQ	VICE CHAIR	0.50	Officer Director	$0	$0	$0
MANDI GLANTZ CAE	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
HEATHER LEACH CAE	IMMEDIATE PAST CHAIR	0.80	Officer Director	$0	$0	$0
STEPHANI BANN CMP	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN BENDER CPA MBA CAE	DIRECTOR	0.50	Director	$0	$0	$0
STEPHANIE DRAKE	DIRECTOR	0.50	Director	$0	$0	$0
JAMES EIRKSON CAE	DIRECTOR	0.50	Director	$0	$0	$0
VICTORIA ELLIOT RPH MBA CAE	DIRECTOR	0.50	Director	$0	$0	$0
ANNE MARIE FRAKES MPA	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL MCGEE CAE	DIRECTOR	0.50	Director	$0	$0	$0
ABIGAIL YOUNG CAE	DIRECTOR	0.50	Director	$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
2024	No data	No data	No data	No data
2023	$125,420	$146,456	$243,496	$-21,036
2022	$115,111	$155,712	$246,347	$-40,601
2021	$104,747	$142,804	$322,542	$-38,057
2020	$200,564	$212,070	$333,070	$-11,506
2019	$205,217	$188,342	$373,623	$16,875
2018	$219,343	$189,589	$327,239	$29,754

PASAE