American Planning Association (EIN 521134021) - 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

1978

Legal Domicile

Principal Officer

Joel D Albizo

Phone

3124319100

Tax Period

2023-10-01 to 2024-09-30

American Planning Association, founded in 1978, is a mid-sized nonprofit in the Community Improvement sector that reported $20.0M in total revenue in fiscal year 2017. Revenue decreased 14% compared to the prior year.

Mission

The American Planning Association (APA) provides leadership in the development of vital communities by advocating excellence in community planning, promoting education and citizen empowerment and providing the tools and support necessary to meet the challenges of growth and 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 (2023)

Revenue Breakdown

Contributions & Grants $846,454

Program Service Revenue $14,341,849

Investment Income $971,976

Other Revenue $3,076,573

TOTAL REVENUE $19,236,852

Expense Breakdown

Grants Paid $421,972

Salaries & Benefits $9,150,785

Fundraising Expenses $404,264

Program Expenses $12,403,506

Other Expenses $9,268,994

TOTAL EXPENSES $19,029,840

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,236,852	$18,555,514	+0.0%
Expenses	$19,029,840	$17,818,561	+0.1%
Net Income	$207,012	$736,953	-0.7%

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

Volunteers

250

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

$890,521

Total Directors

Key Employees

$905,187

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angela D Brooks FAICP	President	2.00	Officer Director	$0	$0	$0
Sue Schwartz	President-Elect	2.00	Officer Director	$0	$0	$0
Lauren Driscoll	Treasurer	2.00	Officer Director	$0	$0	$0
Kristen Lynn Asp	Secretary	2.00	Officer Director	$0	$0	$0
Linda Amato	Board Director (until 12/23)	2.00	Director	$0	$0	$0
Sara Copeland FAICP	Board Director	2.00	Director	$0	$0	$0
Edna Ely-Ledesma	Board Director (until 12/23)	2.00	Director	$0	$0	$0
Tim Gladhill	Board Director (until 12/23)	2.00	Director	$0	$0	$0
Benjamin Hitchings	Board Director	2.00	Director	$0	$0	$0
Nina Idemudia	Board Director	2.00	Director	$0	$0	$0
Julia Lave Johnston	Board Director	2.00	Director	$0	$0	$0
Kohl Malo	Board Director (until 12/23)	2.00	Director	$0	$0	$0
Bianca Mers	Board Director	2.00	Director	$0	$0	$0
Wendy Moeller	Board Director (until 12/23)	2.00	Director	$0	$0	$0
Allison G Mouch AICP	Board Director	2.00	Director	$0	$0	$0
Chad M Nabity AICP	Board Director	2.00	Director	$0	$0	$0
Wendy Shabay	Board Director (until 12/23)	2.00	Director	$0	$0	$0
Bruce Stiftel	Board Director	2.00	Director	$0	$0	$0
Scott D Turner AICP	Board Director	2.00	Director	$0	$0	$0
Silvia E Vargas FAICP	Board Director	2.00	Director	$0	$0	$0
Dawn Warrick AICP	Board Director	2.00	Director	$0	$0	$0
Karen Wolf FAICP	Board Director	2.00	Director	$0	$0	$0
Joel D Albizo	Chief Executive Officer	35.00	Officer	$424,331	$78,422	$502,753
Alejandro Fuentes Encinas	Chief Financial & Member Eng Officer	35.00	Officer	$294,576	$93,192	$387,768
Harriet Bogdanowicz	Chief Operating Officer	35.00	Key Emp	$280,490	$57,738	$338,228
Mark Ferguson	Chief Information Officer	35.00	Key Emp	$304,110	$46,437	$350,547
Petra Hurtado	Chief Foresight & Knowledge Officer	35.00	Key Emp	$193,544	$22,868	$216,412
Elizabeth Lang	Director of Marketing	35.00	Highest	$181,394	$13,933	$195,327
Felicia Braunstein	Professional Practice Director	35.00	Highest	$168,882	$33,603	$202,485
Randall West	Technology Director	35.00	Highest	$158,731	$22,181	$180,912
Eva Wilczek	Meetings Director	35.00	Highest	$185,026	$22,699	$207,725
Mike Welch	Leadership Director	35.00	Highest	$162,562	$23,203	$185,765

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	$19,236,852	$19,029,840	$26,958,095	$207,012
2023	$18,555,514	$17,818,561	$25,045,194	$736,953
2022	$20,969,447	$16,975,437	$22,871,568	$3,994,010
2021	$19,430,254	$14,551,112	$23,906,674	$4,879,142
2020	$16,739,418	$16,136,152	$18,386,413	$603,266
2019	$20,376,415	$20,668,439	$15,354,235	$-292,024
2018	$19,994,243	$19,565,976	$16,382,733	$428,267

American Planning Association