AMERICAN ASSOCIATION OF DAILY MONEY MANAGERS (EIN 521944683) - 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

1998

Legal Domicile

Principal Officer

MARCIA TURNER

Phone

8143579191

Tax Period

2024-01-01 to 2024-12-31

AMERICAN ASSOCIATION OF DAILY MONEY MANAGERS, founded in 1998, is a small nonprofit in the Community Improvement sector that reported $262K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $107K, a strong 41% operating margin.

Mission

THE MISSION OF THE ORGANIZATION IS TO SUPPORT AND PROMOTE EXCELLENCE IN 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $261,287

Investment Income $1,094

Other Revenue $0

TOTAL REVENUE $262,381

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $154,994

TOTAL EXPENSES $154,994

Year-over-Year Comparison

	2024	2023	Change
Revenue	$262,381	$238,663	+0.1%
Expenses	$154,994	$215,258	-0.3%
Net Income	$107,387	$23,405	+3.6%

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

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
SHARON ZISSMAN ESQ CDMM	PRESIDENT	7.00	Officer Director	$0	$0	$0
KATHERINE GUDGEL	VICE PRESIDENT	7.00	Officer Director	$0	$0	$0
MARCIA TURNER	SECRETARY/ TREASURER	7.00	Officer Director	$0	$0	$0
SUSIE MARBURY CDMM	IMMEDIATE PAST PRESIDENT	5.00	Director	$0	$0	$0
JACQUELINE JACQUEMAIN	BOARD MEMBER	5.00	Director	$0	$0	$0
MARY PRADHAN CDMM	BOARD MEMBER	5.00	Director	$0	$0	$0
CHRIS GLAESER CDMM	BOARD MEMBER	5.00	Director	$0	$0	$0
TERRI ECHARTE	BOARD MEMBER	5.00	Director	$0	$0	$0
BARB IRVIN	BOARD MEMBER	5.00	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
2024	$262,381	$154,994	$374,680	$107,387
2023	$238,663	$215,258	$270,182	$23,405
2022	$256,838	$250,698	$245,757	$6,140
2021	$271,251	$275,922	$252,080	$-4,671
2020	$262,708	$227,885	$241,283	$34,823
2019	$349,867	$336,923	$170,790	$12,944
2018	$295,855	$303,913	$157,846	$-8,058

AMERICAN ASSOCIATION OF DAILY MONEY MANAGERS