LONG ISLAND CHAPTER OF THE APPRAISAL INSTITUTE (EIN 237113640) - 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

1930

Legal Domicile

Principal Officer

ANNE SHEEHAN

Phone

5162488964

Tax Period

2018-01-01 to 2018-12-31

LONG ISLAND CHAPTER OF THE APPRAISAL INSTITUTE, founded in 1930, is a small nonprofit that reported $145K in total revenue in fiscal year 2018.

Mission

TO IMPROVE THE QUALITY 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 $38,225

Program Service Revenue $86,823

Investment Income $319

Other Revenue $19,403

TOTAL REVENUE $144,770

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,530

Fundraising Expenses $0

Program Expenses $73,066

Other Expenses $96,718

TOTAL EXPENSES $143,248

Year-over-Year Comparison

	2018	2017	Change
Revenue	$144,770	$144,515	+0.0%
Expenses	$143,248	$137,154	+0.0%
Net Income	$1,522	$7,361	-0.8%

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
TONIA VAILAS MAI	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARISSA KWAN MAI	SENIOR VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN P BIORDI MAI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HOWARD MORRIS SRA	SECRETARY	1.00	Officer Director	$0	$0	$0
ANNE SHEEHAN MAI	TREASURER	1.00	Officer Director	$0	$0	$0
FRANK CIOTTA SRA	DIRECTOR	0.00	Director	$0	$0	$0
EDWARD T DRAKE MAI	DIRECTOR	0.00	Director	$0	$0	$0
FRED DUPREZ MAI	DIRECTOR	0.00	Director	$0	$0	$0
DONALD P FRANKLIN	DIRECTOR	0.00	Director	$0	$0	$0
RONALD HABERMAN MAI	DIRECTOR	0.00	Director	$0	$0	$0
ANTHONY C IACCIO MAI	DIRECTOR	0.00	Director	$0	$0	$0
KEVIN MATHESON SRA	DIRECTOR	0.00	Director	$0	$0	$0
RICHARD A MEYER SRA	DIRECTOR	0.00	Director	$0	$0	$0
GERALD O'CONNOR SRA	DIRECTOR	0.00	Director	$0	$0	$0
KATHLEEN RAIRDEN MAI	DIRECTOR	0.00	Director	$0	$0	$0
MICHAEL SCALIA MAI	DIRECTOR	0.00	Director	$0	$0	$0
ROBERT B SMITH MAI	DIRECTOR	0.00	Director	$0	$0	$0
JAMES G TAYLOR MAI	DIRECTOR	0.00	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	$144,770	$143,248	$62,496	$1,522

LONG ISLAND CHAPTER OF THE APPRAISAL INSTITUTE