VIRGINIA CHAPTER OF THE AMERICAN PLANNING ASSOCIATION (EIN 521296766) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

ANDREW HOPEWELL

Phone

5409072008

Tax Period

2024-10-01 to 2025-09-30

VIRGINIA CHAPTER OF THE AMERICAN PLANNING ASSOCIATION, founded in 2013, is a small nonprofit that reported $236K in total revenue in fiscal year 2017. Revenue decreased 6% compared to the prior year. Expenses of $206K left a modest 13% surplus.

Mission

THE MISSION OF THE APA VIRGINIA IS TO PROMOTE PLANNING AS THE FOUNDATION FOR EFFECTIVELY ADDRESSING THE PHYSICAL, ECONCOMIC, AND SOCIAL CHANGES TAKING PLACE IN VIRGINIA. THE CHAPTER IS COMMITTED TO PROMOTE AWARENESS ABOUT PLANNING'S MANY BENEFITS, THROUGH EFFECTIVE LEADERSHIP IN ORDER TO ENHANCE OUR PRACTICE THROUGHOUT THE COMMONWEALTH OF VIRGINIA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $111,131

Program Service Revenue $263,272

Investment Income $3,754

Other Revenue $0

TOTAL REVENUE $378,157

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $257,819

Other Expenses $330,602

TOTAL EXPENSES $330,602

Year-over-Year Comparison

	2024	2023	Change
Revenue	$378,157	$395,106	0.0%
Expenses	$330,602	$364,600	-0.1%
Net Income	$47,555	$30,506	+0.6%

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
CAITLIN AUBUT	PROF DEVELOP	0.25	Officer Director	$0	$0	$0
JULIE CHOP	VP EXTERNAL	0.25	Officer Director	$0	$0	$0
WILL COCKRELL	PLANNING OFF	0.25	Director	$0	$0	$0
ANNE DARBY	DEVELOPMENT	0.25	Director	$0	$0	$0
SAMANTHA DUNN	STUDENT REP	0.25	Director	$0	$0	$0
ERIN FISHER	TREASURER	0.25	Officer Director	$0	$0	$0
KYLE GILMER	VP INCLUSION	0.25	Officer Director	$0	$0	$0
TEVYA GRIFFIN	PLANNING DIR	0.25	Director	$0	$0	$0
ANDREW HOPEWELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRYCE JOHNSON	SECRETARY	0.25	Officer Director	$0	$0	$0
SUZANNE MORSE MOOMAW	FACULTY REP	0.25	Director	$0	$0	$0
IAN NEWMAN	EMERGING PLA	0.25	Director	$0	$0	$0
LORNA PARKINS	FAICP COMMIT	0.25	Director	$0	$0	$0
COURTNEY POWELL	VP OF LEGISL	0.50	Officer Director	$0	$0	$0
NICK ROGERS	PRESIDENT -	0.50	Officer Director	$0	$0	$0
JUSTIN SANDERS	VP CHAPTER A	0.50	Officer Director	$0	$0	$0
BRAD SHELTON	VP SECTIONS	0.25	Director	$0	$0	$0
ALAN SIMPSON	CPAP CHAIR	0.25	Director	$0	$0	$0
BRIAN WEGENER	VP MEMBERSHI	0.25	Officer Director	$0	$0	$0
ELDON JAMES	CHAPTER ADMI	N/A	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
2025	$378,157	$330,602	$372,287	$47,555
2024	$395,106	$364,600	$310,496	$30,506
2023	$308,161	$262,000	$285,314	$46,161
2022	$299,117	$300,147	$334,062	$-1,030
2021	$183,599	$156,386	$264,789	$27,213
2020	$119,418	$125,671	$241,301	$-6,253
2019	$274,880	$255,961	$229,440	$18,919
2018	$235,786	$205,746	$198,591	$30,040

VIRGINIA CHAPTER OF THE AMERICAN PLANNING ASSOCIATION