American Planning Association

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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 $19.2M in total revenue in fiscal year 2023.

Mission

"Creating great communities for all." 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.

Program Service Accomplishments

Program 1

Expenses: $8,464,613 Revenue: $12,137,328

APA supports the professional development of planners and educates the public on planning topics through publications, conferences, and community initiatives. APA publishes Planning magazine, the...

APA supports the professional development of planners and educates the public on planning topics through publications, conferences, and community initiatives. APA publishes Planning magazine, the Journal of the American Planning Association, and other periodicals; hosts the National Planning Conference and webinars; manages divisions and chapters; and provides career services, community assistance, and scholarship programs. These resources enhance the knowledge, skills, and engagement of planning professionals, students, and the broader community.

Program 2

Expenses: $1,581,385 Revenue: $3,793,011

APA promotes professional excellence in the field of planning through the American Institute of Certified Planners (AICP) certification and the accreditation of planning education programs. AICP sets and maintains ethical and professional standards, oversees certification exams, and supports continuing education through the Certification Maintenance program. APA also supports the accreditation of academic planning programs and recognizes leaders in the profession through the College of Fellows.

Program 3

Expenses: $2,357,508 Revenue: $419,765

APA advances sound planning practices through applied research, advocacy, and public education. APA's Government Affairs team advocates for planning-supportive policies at all levels of government...

APA advances sound planning practices through applied research, advocacy, and public education. APA's Government Affairs team advocates for planning-supportive policies at all levels of government, while its communications and outreach programs educate the public and media about the importance of planning in building vibrant communities. Applied research activities, supported by grants and partnerships, translate best practices and academic findings into practical guidance for planners. APA also recognizes planning excellence through its national awards program and promotes awareness through initiatives like the Housing Initiative and Planning Research Fund.

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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