MID-ATLANTIC SOCIETY OF ASSOCIATION EXECUTIVES INC (EIN 237378337) - 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

1975

Legal Domicile

Principal Officer

KYLE FERNLEY

Phone

2675973818

Tax Period

2019-01-01 to 2019-12-31

MID-ATLANTIC SOCIETY OF ASSOCIATION EXECUTIVES INC, founded in 1975, is a small nonprofit that reported $151K in total revenue in fiscal year 2019. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $141K left a modest 7% surplus.

Mission

ENHANCE MEMBERS' KNOWLEDGE AND JOB PERFORMANCE ABILITIES TO THE HIGHEST LEVEL THROUGH PEER-TO-PEER INTERACTION, QUALITY EDUCATION AND EVENTS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $124,155

Investment Income $24,111

Other Revenue $3,178

TOTAL REVENUE $151,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,460

Other Expenses $141,247

TOTAL EXPENSES $141,247

Year-over-Year Comparison

	2019	2018	Change
Revenue	$151,444	$117,518	+0.3%
Expenses	$141,247	$160,658	-0.1%
Net Income	$10,197	$-43,140	-1.2%

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
KYLE FERNLEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
ETHAN GRAY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GENE TERRY	TREASURER	1.00	Officer Director	$0	$0	$0
DOMINICK MONDI	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSEPH SAPP	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
TAYLOR GRIFFITH	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HAGY	DIRECTOR	1.00	Director	$0	$0	$0
JIM MAROTA	DIRECTOR	1.00	Director	$0	$0	$0
BILL MUENCH	DIRECTOR	1.00	Director	$0	$0	$0
FELICIA TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE TERIS	DIRECTOR	1.00	Director	$0	$0	$0
DENISE DOWNING	EXECUTIVE DIRECTOR	20.00	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
2019	$151,444	$141,247	$217,662	$10,197

MID-ATLANTIC SOCIETY OF ASSOCIATION EXECUTIVES INC