AWARDS & PERSONALIZATION ASSOCIATION (EIN 237114093) - 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

1967

Legal Domicile

Phone

8473754800

Tax Period

2023-08-01 to 2024-07-31

AWARDS & PERSONALIZATION ASSOCIATION, founded in 1967, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2019.

Mission

THE MAJOR ACTIVITIES OF APA ARE:TRADE SHOW, INSIGHTS MAGAZINE, DIRECTORY AND MEMBER SERVICES AND EDUCATION.

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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 $75,600

Program Service Revenue $1,089,210

Investment Income $26,514

Other Revenue $10,829

TOTAL REVENUE $1,202,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,393,252

TOTAL EXPENSES $1,393,252

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,202,153	$1,212,432	0.0%
Expenses	$1,393,252	$1,376,979	+0.0%
Net Income	$-191,099	$-164,547	+0.2%

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
JOHN STANGLE	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
Niels Norby	President	5.00	Officer Director	$0	$0	$0
Greg Azorsky	Director	2.00	Director	$0	$0	$0
Charlie Drago	Director	2.00	Director	$0	$0	$0
Jessica Heldman-Beck	Director	2.00	Director	$0	$0	$0
Darin Jones	Director	2.00	Director	$0	$0	$0
Gregory Kolenut	Director	2.00	Director	$0	$0	$0
Wilson Brim	SEC/TREAS	5.00	Officer Director	$0	$0	$0
Dan Messerschmidt	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
Jeanette Brewer-Richardson	Director	2.00	Director	$0	$0	$0
Megan Raymond	Director	2.00	Director	$0	$0	$0
Justin Varn	Director	2.00	Director	$0	$0	$0
Louise Ristau	Executive Dir.	23.00	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
2024	$1,202,153	$1,393,252	$695,414	$-191,099
2023	$1,212,432	$1,376,979	$915,884	$-164,547
2022	$1,253,720	$1,372,641	$1,025,179	$-118,921
2021	$1,197,708	$1,102,625	$1,150,097	$95,083
2020	$1,766,488	$1,816,345	$1,010,747	$-49,857

AWARDS & PERSONALIZATION ASSOCIATION