Assoc for Financial Technology (EIN 310937851) - 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

1972

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

Assoc for Financial Technology, founded in 1972, is a small nonprofit that reported $939K in total revenue in fiscal year 2024.

Mission

The organizations mission is to provide a forum through meetings and workshops for the sharing of ideas and new technologies in the financial community.

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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 (2024)

Revenue Breakdown

Contributions & Grants $147,811

Program Service Revenue $767,715

Investment Income $23,605

Other Revenue $0

TOTAL REVENUE $939,131

Expense Breakdown

Grants Paid $12,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $762,417

Other Expenses $951,115

TOTAL EXPENSES $963,615

Year-over-Year Comparison

	2024	2023	Change
Revenue	$939,131	$949,089	0.0%
Expenses	$963,615	$965,212	0.0%
Net Income	$-24,484	$-16,123	+0.5%

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

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
Danny Payne	Director	1.00	Director	$0	$0	$0
Drew Dizon	Director	1.00	Director	$0	$0	$0
Matt Collicoat	Director	1.00	Director	$0	$0	$0
Tim Hamilton	Director	1.00	Director	$0	$0	$0
Ruthann Glyman	Director	1.00	Director	$0	$0	$0
Aaron Smith	Director	1.00	Director	$0	$0	$0
Scott Mills	Advisor	1.00	Director	$0	$0	$0
Matt Dean	President	3.00	Officer Director	$0	$0	$0
Kara Parkey	Past President	1.00	Officer Director	$0	$0	$0
Jarrett Puckett	Treasurer	3.00	Officer Director	$0	$0	$0
Tori VanCura Rutland	Secretary	3.00	Officer Director	$0	$0	$0
Nathan Baumeister	Vice President	3.00	Officer Director	$0	$0	$0
Karl Kirsch	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
2024	$939,131	$963,615	$1,031,861	$-24,484
2023	$949,089	$965,212	$827,122	$-16,123
2022	$962,581	$800,697	$1,079,667	$161,884
2021	$667,762	$619,947	$778,884	$47,815
2020	$125,462	$239,496	$763,120	$-114,034
2019	$721,255	$611,975	$707,003	$109,280
2018	$694,702	$688,008	$611,827	$6,694

Assoc for Financial Technology