Association for Accounting Marketing Inc

EIN: 363682169

Lexington, KY

Total Revenue
$1,128,628
Total Expenses
$1,018,709
Total Assets
$1,648,051
Net Assets
$1,370,517
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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
1995
Legal Domicile
CO
Principal Officer
Lucas LaChance
Phone
8594029769
Tax Period
2024-01-01 to 2024-12-31

Association for Accounting Marketing Inc, founded in 1995, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 10% surplus.

Mission

The mission of AAM is to elevate the career development of AAM members and the accounting and advisory profession through innovative education and community resources.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $156,000
Program Service Revenue $956,156
Investment Income $405
Other Revenue $16,067
TOTAL REVENUE $1,128,628

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,018,709
TOTAL EXPENSES $1,018,709

Year-over-Year Comparison

2024 2023 Change
Revenue $1,128,628 $1,113,347 +0.0%
Expenses $1,018,709 $874,814 +0.2%
Net Income $109,919 $238,533 -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

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Governance

Voting Members
18
Independent Members
18
Employees
N/A
Volunteers
173

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
6
$0
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Crystal Mapp Secretary 2.00
Officer Director
$0 $0 $0
Nicole Sterling Immed. Past Pres. 1.00
Officer Director
$0 $0 $0
Courtney Kiss President 2.00
Officer Director
$0 $0 $0
Nicola Fleming President-Elect 2.00
Officer Director
$0 $0 $0
Chris O'Day Member at Large 1.00
Director
$0 $0 $0
Laura Metz Vice President 2.00
Officer Director
$0 $0 $0
Ralph MacNamara Member at Large 1.00
Director
$0 $0 $0
Brunella Reid Member at Large 1.00
Director
$0 $0 $0
Gabe Tevrizian Member at Large 1.00
Director
$0 $0 $0
Mary Yanocha Member at Large 1.00
Director
$0 $0 $0
Lucas LaChance Treasurer 2.00
Officer Director
$0 $0 $0
Rachael McGrew Member at Large 1.00
Director
$0 $0 $0
Allie Donahue Member at Large 1.00
Director
$0 $0 $0
Travis Bradshaw Member at Large 1.00
Director
$0 $0 $0
Apoorv Dwivedi Member at Large 1.00
Director
$0 $0 $0
Korby Boswell Member at Large 1.00
Director
$0 $0 $0
JoLayna Ardnt Member at Large 1.00
Director
$0 $0 $0
Beth More Member at Large 1.00
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
2024 $1,128,628 $1,018,709 $1,648,051 $109,919
2023 $1,113,347 $874,814 $1,457,904 $238,533
2022 $924,035 $785,599 $1,115,053 $138,436
2021 $826,840 $634,242 $1,013,713 $192,598
2020 $623,177 $442,060 $846,357 $181,117
2019 $517,688 $535,307 $595,200 $-17,619
2018 $828,891 $815,844 $545,580 $13,047
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