AMERICAN PLANNING ASSOCIATION 44 U… - Form 990 Financial Data

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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

Principal Officer

MICHAEL GOTTFREDSON

Phone

8013583767

Tax Period

2023-01-01 to 2023-12-31

AMERICAN PLANNING ASSOCIATION 44 UTAH CHAPTER is a small nonprofit that reported $213K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $202K left a modest 5% surplus.

Mission

TO ADVANCE THROUGH EDUCATION, THE ART AND SCIENCE OF PLANNING FOR PROFESSIONAL AND THE GENERAL PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $115,760 Revenue: $156,354

TWO CONFERENCES TO EDUCATE AND PROMOTE PLANNING FOR PROFESSIONALS.

Program 2

Expenses: $7,290 Revenue: $52,696

PROFESSIONAL DEVELOPMENT AND RECOGNITION.

Program 3

Expenses: $7,834

ADVERTISING, INFORMATION AND PROMOTION OF THE PROFESSION.

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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 $27,010

Program Service Revenue $182,040

Investment Income $3,480

Other Revenue $659

TOTAL REVENUE $213,189

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,663

Other Expenses $201,663

TOTAL EXPENSES $201,663

Year-over-Year Comparison

	2023	2022	Change
Revenue	$213,189	$172,451	+0.2%
Expenses	$201,663	$152,482	+0.3%
Net Income	$11,526	$19,969	-0.4%

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

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
MEAGAN BOOTH	VICE PRESIDE	2.00	Officer	$0	$0	$0
SPENCER BRIMLEY	SECRETARY	2.00	Officer	$0	$0	$0
MICHAEL GOTTFREDSON	TREASURER	2.00	Officer	$0	$0	$0
TIPPE MORLAN	PRESIDENT	2.00	Officer	$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	No data	No data	No data	No data
2023	$213,189	$201,663	$156,267	$11,526

AMERICAN PLANNING ASSOCIATION 44 UTAH CHAPTER