DIRECT MARKETING ASSOCIATION OF WASHINGTON INC (EIN 237357093) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Principal Officer

DONNA TSCHIFFELY

Phone

7036893629

Tax Period

2023-01-01 to 2023-12-31

DIRECT MARKETING ASSOCIATION OF WASHINGTON INC, founded in 1955, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2018. Expenses of $1.2M left a modest 4% surplus.

Mission

TO PROMOTE THE EXCHANGE OF INFORMATION AMONG ITS MEMBERS; TO ENCOURAGE AND SUPPORT THE HIGHEST ETHICAL BUSINESS STANDARDS; TO PROMOTE USE AND UNDERSTANDING OF DIRECT MARKETING; TO ENCOURAGE AND SUPPORT THE TEACHING AND STUDY OF DIRECT MARKETING IN AN ACADEMIC ENVIRONMENT, AS WELL AS THROUGH THE ASSOCIATION ITSELF.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,559,919

Investment Income $256

Other Revenue $132,818

TOTAL REVENUE $1,692,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,675,306

Other Expenses $1,675,306

TOTAL EXPENSES $1,675,306

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,692,993	$1,298,184	+0.3%
Expenses	$1,675,306	$1,305,158	+0.3%
Net Income	$17,687	$-6,974	-3.5%

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
HEATHER PHILPOT	IMMEDIATE PAST PRESIDENT	4.00	Director	$0	$0	$0
JADE NGUYEN SWANSON	PRESIDENT	4.00	Officer Director	$0	$0	$0
DAN SONNERS	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
KARIN KIRCHOFF	SECRETARY	4.00	Officer Director	$0	$0	$0
TERESA WEAVER	TREASURER	4.00	Officer Director	$0	$0	$0
JIM CHMIELEWSKI	DIRECTOR	4.00	Director	$0	$0	$0
ANN CROWLEY	DIRECTOR	4.00	Director	$0	$0	$0
ZACH CARPENTER	DIRECTOR	4.00	Director	$0	$0	$0
MELISSA FORD	DIRECTOR	4.00	Director	$0	$0	$0
BRENNA HOLMES	DIRECTOR	4.00	Director	$0	$0	$0
JOE GOETZ	DIRECTOR	4.00	Director	$0	$0	$0
JAIME GRAMS	DIRECTOR	4.00	Director	$0	$0	$0
MIKAELA KING	DIRECTOR	4.00	Director	$0	$0	$0
ROGER HIYAMA	DIRECTOR	4.00	Director	$0	$0	$0
MARY BETH HEALY	DIRECTOR	4.00	Director	$0	$0	$0
TRISTA MURPHY	DIRECTOR	4.00	Director	$0	$0	$0
AMY SUKOL	DIRECTOR	4.00	Director	$0	$0	$0
BRETT VATNE	DIRECTOR	4.00	Director	$0	$0	$0
KATHY SWAYZE	DIRECTOR	4.00	Director	$0	$0	$0
CHERYL LOVINSKY	DIRECTOR	4.00	Director	$0	$0	$0
JOANNE WILSON	DIRECTOR	4.00	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
2024	No data	No data	No data	No data
2023	$1,692,993	$1,675,306	$581,163	$17,687
2022	$1,298,184	$1,305,158	$449,475	$-6,974
2021	$658,992	$713,711	$368,477	$-54,719
2020	$571,345	$847,737	$366,285	$-276,392
2019	$1,336,739	$1,321,792	$645,939	$14,947
2018	$1,259,885	$1,213,177	$647,203	$46,708

DIRECT MARKETING ASSOCIATION OF WASHINGTON INC