A & E ASSOCIATION INC (EIN 364163244) - 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

1997

Legal Domicile

Principal Officer

WALTER DWYER

Phone

6309664000

Tax Period

2024-07-01 to 2025-06-30

A & E ASSOCIATION INC, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $119K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Net assets of $254K represent 26 months of operating reserves.

Mission

PROVIDING SUPPORT AND HOUSING TO ADULTS WHO ARE DEVELOPMENTALLY DISABLED TO MAXIMIZE THEIR POTENTIAL.

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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 $0

Program Service Revenue $117,933

Investment Income $817

Other Revenue $0

TOTAL REVENUE $118,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,890

Fundraising Expenses $0

Program Expenses $104,390

Other Expenses $72,689

TOTAL EXPENSES $119,579

Year-over-Year Comparison

	2024	2023	Change
Revenue	$118,750	$132,181	-0.1%
Expenses	$119,579	$137,946	-0.1%
Net Income	$-829	$-5,765	-0.9%

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

$229,919

Total Directors

$229,919

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANCES L BAKER	TREASURER	1.00	Officer Director	$0	$15,783	$229,919
WALTER DWYER	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICK POULTON	SECRETARY	1.00	Officer Director	$0	$0	$0
BRUCE SIMPSON	DIRECTOR	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
2025	$118,750	$119,579	$610,441	$-829
2024	$132,181	$137,946	$592,314	$-5,765
2023	$137,280	$116,757	$492,072	$20,523
2022	$133,545	$124,351	$376,670	$9,194
2021	$137,535	$171,096	$352,725	$-33,561
2020	$134,786	$120,550	$289,798	$14,236
2019	$133,951	$135,420	$289,956	$-1,469
2018	$121,751	$140,074	$260,109	$-18,323

A & E ASSOCIATION INC