AMERICAN SOCIETY FOR INDEXING INC (EIN 273182577) - 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

2011

Legal Domicile

Principal Officer

CHERYL LENSER

Phone

4802456750

Tax Period

2023-01-01 to 2023-12-31

AMERICAN SOCIETY FOR INDEXING INC, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $131K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $147K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE AMERICAN SOCIETY FOR INDEXING ASI IS A MEMBERSHIP ORGANIZATION FOR INDEXERS. WE ADVOCATE, EDUCATE, AND PROVIDE THE CENTRAL RESOURCE FOR INDEXING.

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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 $55,196

Program Service Revenue $74,377

Investment Income $319

Other Revenue $1,300

TOTAL REVENUE $131,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $147,066

TOTAL EXPENSES $147,066

Year-over-Year Comparison

	2023	2022	Change
Revenue	$131,192	$139,339	-0.1%
Expenses	$147,066	$137,251	+0.1%
Net Income	$-15,874	$2,088	-8.6%

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
THERESA DURAN	PRES. FROM 5/23/PRES-ELECT THRU 5/23	004.00	Officer Director	$0	$0	$0
SHELLEY QUATTROCCHI	PRES-ELECT FROM 5/23/SECR THRU 5/23	002.00	Officer Director	$0	$0	$0
GINA GUILINGER	PAST PRES. FROM 5/23/PRES. THRU 5/23	001.00	Officer Director	$0	$0	$0
ALEXANDRA NICKERSON	SECRETARY FROM 5/23	001.00	Officer Director	$0	$0	$0
CHERYL LENSER	TREASURER	001.00	Officer Director	$0	$0	$0
ERIKA MILLEN	DIRECTOR	000.50	Director	$0	$0	$0
HEATHER PENDLEY	DIRECTOR	001.00	Director	$0	$0	$0
AMY HALL	DIRECTOR	001.00	Director	$0	$0	$0
JUDY STAIGMILLER	DIRECTOR	001.00	Director	$0	$0	$0
JOHNNA DINSE	DIRECTOR FROM 5/23	000.50	Director	$0	$0	$0
KARA PEKAR	DIRECTOR FROM 5/23	000.50	Director	$0	$0	$0
MICHELE COMBS	PAST PRESIDENT THRU 5/23	001.00	Officer Director	$0	$0	$0
JEN WEERS	DIRECTOR THRU 5/23	001.50	Director	$0	$0	$0
AMANDA WILSON	DIRECTOR THRU 5/23	001.50	Director	$0	$0	$0
GWEN HENSON	EXECUTIVE DIRECTOR	032.00	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	No data	No data	No data	No data
2023	$131,192	$147,066	$232,778	$-15,874
2022	$139,339	$137,251	$246,542	$2,088
2021	$144,800	$132,711	$229,449	$12,089
2020	$144,094	$126,822	$216,366	$17,272
2019	$147,559	$156,047	$199,723	$-8,488
2018	$169,677	$147,530	$210,026	$22,147

AMERICAN SOCIETY FOR INDEXING INC