AMERICAN PLANNING ASSOCIATION-WISCONSIN (EIN 510150304) - 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

1975

Legal Domicile

Principal Officer

SARAH VAN BUREN

Phone

7342391164

Tax Period

2025-01-01 to 2025-12-31

AMERICAN PLANNING ASSOCIATION-WISCONSIN, founded in 1975, is a small nonprofit that reported $113K in total revenue in fiscal year 2025. The organization ran a surplus of $33K, a strong 29% operating margin.

Mission

THE AMERICAN PLANNING ASSOCIATION AND ITS CHAPTERS PROVIDE LEADERSHIP THROUGH CITIZEN AND PROFESSIONAL PLANNERS IN THE DEVELOPMENT OF VITAL COMMUNITIES BY ADVOCATING EXCELLENCE IN COMMUNITY PLANNING, PROMOTING EDUCATION AND CITIZEN EMPOWERMENT, AND PROVIDING THE TOOLS NECESSARY TO EFFECT POSITIVE CHANGE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $23,603

Program Service Revenue $81,875

Investment Income $7,845

Other Revenue $0

TOTAL REVENUE $113,323

Expense Breakdown

Grants Paid $12,693

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,931

Other Expenses $67,208

TOTAL EXPENSES $79,901

Year-over-Year Comparison

	2025	2024	Change
Revenue	$113,323	$115,311	0.0%
Expenses	$79,901	$82,697	0.0%
Net Income	$33,422	$32,614	+0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON GILMAN	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
CARRIE EDMONDSON	SECRETARY	1.00	Officer Director	$0	$0	$0
LEWIS KUHLMAN	VICE PRESIDENT - POLICY &	1.00	Officer Director	$0	$0	$0
STEVEN WILEY	VICE PRESIDENT - AWARDS	1.00	Officer Director	$0	$0	$0
MATT FRATER	PRESIDENT-ELECT	1.00	Director	$0	$0	$0
EMILY ZANDT	VICE PRESIDENT - MEMBERSHI	1.00	Officer Director	$0	$0	$0
JOSH CLEMENTS	VICE PRESIDENT - PROFESSIO	1.00	Officer Director	$0	$0	$0
KARA HOMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH VAN BUREN	TREASURER	1.00	Officer Director	$0	$0	$0
JOE STEPHENSON	NE DISTRICT REPRESENTATIVE	1.00	Director	$0	$0	$0
SUSAN BADTKE	NW DISTRICT REPRESENTATIVE	1.00	Director	$0	$0	$0
DILLON CONSTANT	SW DISTRICT REPRESENTATIVE	1.00	Director	$0	$0	$0
ROBIN PALM	SE DISTRICT REPRESENTATIVE	1.00	Director	$0	$0	$0
REBECCA ROBERTS	PLANNING OFFICIAL DEVELOPM	1.00	Director	$0	$0	$0
JARED SMITH	UW-MADISON STUDENT REP	1.00	Director	$0	$0	$0
ERIN DUFFER	VICE PRESIDENT - COMMUNICA	1.00	Officer Director	$0	$0	$0
SHANE ONEIL	UW-MILWAUKEE STUDENT REPRE	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	$113,323	$79,901	$382,405	$33,422
2024	$115,311	$82,697	$327,446	$32,614
2023	$94,752	$102,807	$281,007	$-8,055
2022	$68,764	$90,790	$275,630	$-22,026
2021	$48,154	$47,122	$324,215	$1,032
2020	$58,328	$54,644	$302,302	$3,684
2019	$83,776	$63,111	$290,921	$20,665

AMERICAN PLANNING ASSOCIATION-WISCONSIN