PHILADELPHIA METROPOLITAN CHAPTER OF THE APPRAISAL INSTITUTE (EIN 236286338) - 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

Legal Domicile

Principal Officer

REAVES C LUKENS III

Phone

6103260100

Tax Period

2018-01-01 to 2018-12-31

PHILADELPHIA METROPOLITAN CHAPTER OF THE APPRAISAL INSTITUTE is a small nonprofit that reported $110K in total revenue in fiscal year 2018. Revenue decreased 5% compared to the prior year. Expenses of $103K left a modest 7% surplus.

Mission

TO EDUCATE AND FURTHER PROFESSIONAL STANDARDS OF THE APPRAISAL PROFESSION.

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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 (2018)

Revenue Breakdown

Contributions & Grants $43,680

Program Service Revenue $66,358

Investment Income $33

Other Revenue $0

TOTAL REVENUE $110,071

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $101,609

TOTAL EXPENSES $102,609

Year-over-Year Comparison

	2018	2017	Change
Revenue	$110,071	$115,966	-0.1%
Expenses	$102,609	$110,237	-0.1%
Net Income	$7,462	$5,729	+0.3%

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	Role	Reportable Comp	Other Comp	Total
CARLO BATTS	Director	Director	$0	$0	$0
CRAIG GLEASON	President	Director	$0	$0	$0
ROBERT LAGRECA	Vice President	Director	$0	$0	$0
JOHN CRONGNALE	Treasurer	Director	$0	$0	$0
DAVID ARNOLDI	Director	Director	$0	$0	$0
BLAIR BATES	Director	Director	$0	$0	$0
ANNA DANIELS	Director	Director	$0	$0	$0
CHRIS BOURLAND	Director	Director	$0	$0	$0
H MICHAEL McDEVITT	Director	Director	$0	$0	$0
TIM CRANN	Director	Director	$0	$0	$0
BOB MYERS	Secretary	Director	$0	$0	$0
CHRISTIN PHILLIPS	Director	Director	$0	$0	$0
WALTER KRYZWICKI	Director	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
2018	$110,071	$102,609	$70,003	$7,462

PHILADELPHIA METROPOLITAN CHAPTER OF THE APPRAISAL INSTITUTE