FSA ASSET MANAGEMENT INC (EIN 364503611) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

MONICA GREMELSPATCHER

Phone

7654579313

Tax Period

2021-01-01 to 2021-12-31

FSA ASSET MANAGEMENT INC, founded in 2002, is a micro nonprofit in the Community Improvement sector that reported $75K in total revenue in fiscal year 2021. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $35K, a strong 47% operating margin.

Mission

RENTAL OF REAL PROPERTY TO AFFILIATED EXEMPT ORGANIZATION (HOLDING COMPANY).

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $75,225

Investment Income $77

Other Revenue $0

TOTAL REVENUE $75,302

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $39,999

TOTAL EXPENSES $39,999

Year-over-Year Comparison

	2021	2020	Change
Revenue	$75,302	$85,778	-0.1%
Expenses	$39,999	$40,862	0.0%
Net Income	$35,303	$44,916	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
KAREN MCLEAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREW DURHAM	TREASURER	1.00	Officer Director	$0	$0	$0
MONICA GREMELSPACHER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNY COLE	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIC JANSEN	BOARD MEMBER	0.50	Director	$0	$0	$0
LAURA LANNING	BOARD MEMBER	0.50	Director	$0	$0	$0
JENNI CASSEL	BOARD MEMBER	0.50	Director	$0	$0	$0
PHILLIP PETTY	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL R PETERS	BOARD MEMBER	0.50	Director	$0	$0	$0
ORAL PETERS	BOARD MEMBER	0.50	Director	$0	$0	$0
RICK FILIP	BOARD MEMBER	0.50	Director	$0	$0	$0
JULIE KEB	BOARD MEMBER	0.50	Director	$0	$0	$0
JEFFREY ELFTMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
RYAN SMITH	BOARD MEMBER	0.50	Director	$0	$0	$0
JULIE TRACY	BOARD MEMBER	0.50	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
2021	$75,302	$39,999	$501,943	$35,303
2019	$118,834	$72,332	$465,944	$46,502
2018	$89,147	$71,047	$478,545	$18,100

FSA ASSET MANAGEMENT INC