APPRAISAL INSTITUTE OHIO CHAPTER

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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

1994

Legal Domicile

Principal Officer

NANCY LINTON-HALL

Phone

3362979511

Tax Period

2018-01-01 to 2018-12-31

APPRAISAL INSTITUTE OHIO CHAPTER, founded in 1994, is a small nonprofit that reported $152K in total revenue in fiscal year 2018. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $190K exceeded revenue, resulting in a 26% operating deficit.

Mission

EDUCATE AND PROMOTE THE APPRAISAL PROFESSION

Program Service Accomplishments

Program 1

Expenses: $190,290 Revenue: $0

EXPENSES WERE INCURRED TO PROVIDE SEMINARS, COURSES, CERTIFICATIONS, SERVICES AND MEETING FACILITIES TO MEMBERS OF THE ORGANIZATION TO EDUCATE, INFORM AND QUALIFY THEM IN THEIR PROFESSION

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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 (2018)

Revenue Breakdown

Contributions & Grants $54,389

Program Service Revenue $97,168

Investment Income $19

Other Revenue $0

TOTAL REVENUE $151,576

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,290

Other Expenses $190,290

TOTAL EXPENSES $190,290

Year-over-Year Comparison

	2018	2017	Change
Revenue	$151,576	$213,270	-0.3%
Expenses	$190,290	$168,236	+0.1%
Net Income	$-38,714	$45,034	-1.9%

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	Role	Reportable Comp	Other Comp	Total
AARON WRIGHT	PRESIDENT	Officer	$0	$0	$0
MEGAN GLOSSER	FIRST VICE PRESIDENT	Officer	$0	$0	$0
SHANNON SCHENCK-WEAVER	SECOND VICE PRESIDENT	Officer	$0	$0	$0
BRYCE RINKER	TREASURER	Officer	$0	$0	$0
EMILY BRAMAN	SECRETARY	Officer	$0	$0	$0
JOE ZAVAC	IMMEDIATE PAST PRESIDENT	Officer	$0	$0	$0
TRACY REISS	DIRECTOR	Director	$0	$0	$0
MATT MCCONNELL	DIRECTOR	Director	$0	$0	$0
JON MEYERS	DIRECTOR	Director	$0	$0	$0
GREG WILLIAMS	DIRECTOR	Director	$0	$0	$0
LISA COTTEN	DIRECTOR	Director	$0	$0	$0
KELLY FRIED	DIRECTOR	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
2018	$151,576	$190,290	$144,877	$-38,714