MICHIGAN MUNICIPAL TREASURERS ASSOCIATION (EIN 383023792) - 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

1982

Legal Domicile

Phone

9898208389

Tax Period

2024-01-01 to 2024-12-31

MICHIGAN MUNICIPAL TREASURERS ASSOCIATION, founded in 1982, is a small nonprofit in the Education sector that reported $475K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $422K left a modest 11% surplus.

Mission

TO PROVIDE OUR MEMBERSHIP WITH THE TOOLS NEEDED TO MEET THE DIVERSIFIED CHALLENGES FACING THEM BY OFFERING EDUCATION, SERVICES, CONTINUING PROFESSIONAL DEVELOPMENT, AND ETHICAL STANDARDS

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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 $110,288

Program Service Revenue $363,004

Investment Income $1,945

Other Revenue $0

TOTAL REVENUE $475,237

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $285,339

Other Expenses $421,826

TOTAL EXPENSES $421,826

Year-over-Year Comparison

	2024	2023	Change
Revenue	$475,237	$421,612	+0.1%
Expenses	$421,826	$398,232	+0.1%
Net Income	$53,411	$23,380	+1.3%

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

134

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
LAURIE SHELDON	PRESIDENT	1.00	Officer	$0	$0	$0
JULIE PRAY	PRESIDENT-ELECT	1.00	Officer	$0	$0	$0
BRET PADGETT	VICE-PRESIENT	1.00	Officer	$0	$0	$0
ANTHONY MOGGIO	TREASURER	1.00	Officer	$0	$0	$0
MICHAEL PETTIGREW	SECRETARY	1.00	Director	$0	$0	$0
GRANT TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
MELINDA WEAVER	DIRECTOR	1.00	Director	$0	$0	$0
DESIREE KIRKLAND	DIRECTOR	1.00	Director	$0	$0	$0
CURTIS DANCER	DIRECTOR	1.00	Director	$0	$0	$0
YVONNE CARR	ASSOCIATE DIRECTOR	1.00	Director	$0	$0	$0
RACHEL PINER	IMMEDIATE PAST PRESIDENT	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	$475,237	$421,826	$362,396	$53,411
2023	$421,612	$398,232	$295,019	$23,380
2022	$356,257	$347,961	$260,483	$8,296
2021	$323,776	$237,739	$252,528	$86,037
2020	$153,864	$142,313	$196,664	$11,551
2019	$261,355	$298,568	$154,859	$-37,213

MICHIGAN MUNICIPAL TREASURERS ASSOCIATION