THE ASSEMBLIES (EIN 232567052) - 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

1960

Legal Domicile

Phone

6109759231

Tax Period

2024-03-01 to 2025-02-28

THE ASSEMBLIES, founded in 1960, is a small nonprofit that reported $105K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $98K left a modest 7% surplus.

Mission

ANNUAL BALL

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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 (2024)

Revenue Breakdown

Contributions & Grants $133,135

Program Service Revenue $0

Investment Income $6

Other Revenue $-28,528

TOTAL REVENUE $104,613

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,941

Other Expenses $97,755

TOTAL EXPENSES $97,755

Year-over-Year Comparison

	2024	2023	Change
Revenue	$104,613	$136,609	-0.2%
Expenses	$97,755	$87,746	+0.1%
Net Income	$6,858	$48,863	-0.9%

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
JERRY L JOHNSON	SR MANAGER	6.00	Officer Director	$0	$0	$0
JOHN SIMKISS III	TREASURER	6.00	Officer Director	$0	$0	$0
CHARLES J HORTER	SECRETARY	6.00	Officer Director	$0	$0	$0
GREGORY P MONTANARO	MANAGER	6.00	Officer Director	$0	$0	$0
BAIRD M STANDISH	MANAGER	6.00	Officer Director	$0	$0	$0
JOHN W PIASECKI	MANAGER	6.00	Officer 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
2025	$104,613	$97,755	$90,808	$6,858
2024	$136,609	$87,746	$83,950	$48,863
2023	$69,718	$83,426	$35,087	$-13,708
2022	$52,311	$95,991	$48,795	$-43,680
2021	$85,271	$63,826	$92,475	$21,445
2020	$87,086	$77,809	$71,030	$9,277
2019	$93,111	$68,007	$61,753	$25,104

THE ASSEMBLIES