INTERNATIONAL ASSOCIATION OF ASSESSING OFFICERS (EIN 362210012) - 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

1936

Legal Domicile

Principal Officer

AMY RASMUSSEN

Phone

8167018100

Tax Period

2023-01-01 to 2023-12-31

INTERNATIONAL ASSOCIATION OF ASSESSING OFFICERS, founded in 1936, is a community nonprofit that reported $6.8M in total revenue in fiscal year 2023. Expenses of $6.4M left a modest 6% surplus.

Mission

PROMOTE INNOVATION AND EXCELLENCE IN PROPERTY APPRAISAL, ASSESSMENT, (SEE SCHEDULE O) ADMINISTRATION, AND PROPERTY TAX POLICY THROUGH PROFESSIONAL DEVELOPMENT, EDUCATION, RESEARCH, AND TECHNICAL ASSISTANCE.

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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 $18,266

Program Service Revenue $6,516,854

Investment Income $128,244

Other Revenue $159,553

TOTAL REVENUE $6,822,917

Expense Breakdown

Grants Paid $38,489

Salaries & Benefits $3,079,059

Fundraising Expenses $0

Program Expenses $5,111,812

Other Expenses $3,282,310

TOTAL EXPENSES $6,399,858

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,822,917	$6,948,355	0.0%
Expenses	$6,399,858	$5,697,673	+0.1%
Net Income	$423,059	$1,250,682	-0.7%

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

Volunteers

324

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

$197,984

Total Directors

$197,984

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN GAY	BOARD MEMBER	2.00	Director	$0	$0	$0
DEBRA MCGUIRE	EXECUTIVE DIRECTOR	40.00	Officer Director	$178,061	$19,923	$197,984
DONNA VANDERVRIES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DWANE BRINSON	BOARD MEMBER	2.00	Director	$0	$0	$0
GREGORY HUTCHINSON	BOARD MEMBER	2.00	Director	$0	$0	$0
KARA ENDICOTT	BOARD MEMBER	2.00	Director	$0	$0	$0
L WADE PATTERSON	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MARCY MARTIN	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICK ALESANDRINI	PRESIDENT	2.00	Officer Director	$0	$0	$0
REBECCA MALMQUIST	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
ROBERT LEE	BOARD MEMBER	2.00	Director	$0	$0	$0
RYAN CAVANAH	BOARD MEMBER	2.00	Director	$0	$0	$0
TERRY TAYLOR	BOARD MEMBER	2.00	Director	$0	$0	$0
RODERICK CONLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
ALVIN LANKFORD	BOARD MEMBER	2.00	Director	$0	$0	$0
ASHLEY LATHROP	SENIOR DIRECTOR OF BUSINES	40.00	Highest	$141,257	$15,125	$156,382
HEATHER MOSER	SENIOR DIRECTOR OF PROFESS	40.00	Highest	$123,121	$15,657	$138,778
MIKE ARDIS	SENIOR DIRECTOR OF COMMUNI	40.00	Highest	$118,214	$27,451	$145,665
ANITA LARA	DIRECTOR OF MEETINGS/EVENTS	40.00	Highest	$133,201	$11,603	$144,804

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	$6,822,917	$6,399,858	$10,816,765	$423,059
2022	$6,948,355	$5,697,673	$9,966,378	$1,250,682
2021	$7,090,903	$5,254,486	$9,977,778	$1,836,417
2020	$4,892,120	$4,621,829	$8,352,276	$270,291
2019	$5,649,107	$6,124,837	$7,528,457	$-475,730
2018	$5,423,561	$5,515,112	$7,120,428	$-91,551

INTERNATIONAL ASSOCIATION OF ASSESSING OFFICERS