Association for Competitive Technology (EIN 522106531) - 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

Morgan Reed

Phone

2023312130

Tax Period

2024-01-01 to 2024-12-31

Association for Competitive Technology, founded in 1998, is a mid-sized nonprofit in the Community Improvement sector that reported $15.5M in total revenue in fiscal year 2024. The organization ran a surplus of $4.7M, a strong 31% operating margin.

Mission

to strive to preserve and enhance competition and entrepreneurial spirit that has been the hallmark of the technology industry

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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 $14,897,373

Program Service Revenue $0

Investment Income $146,260

Other Revenue $466,792

TOTAL REVENUE $15,510,425

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,509,932

Fundraising Expenses $0

Other Expenses $6,261,473

TOTAL EXPENSES $10,771,405

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,510,425	$14,581,479	+0.1%
Expenses	$10,771,405	$8,950,979	+0.2%
Net Income	$4,739,020	$5,630,500	-0.2%

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

N/A

Employees

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

$1,154,841

Total Directors

$1,660,239

Key Employees

$2,200,660

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MORGAN REED	President	40.00	Officer Director	$639,800	$106,136	$745,936
CHELSEA THOMAS	Executive Director	40.00	Key Emp	$398,600	$80,558	$479,158
GRAHAM DUFAULT	General Counsel	40.00	Key Emp	$388,600	$65,546	$454,146
RENE ADAM	CFO	40.00	Officer Director	$338,038	$70,867	$408,905
BRIAN SCARPELLI	Legal Counsel	40.00	Key Emp	$317,388	$69,780	$387,168
MIKE SAX	Board Chair	40.00	Director	$314,996	$15,000	$329,996
ALEX COOKE	Dir of Membership	40.00	Key Emp	$238,900	$44,071	$282,971
KIM HUEY	Sr Dir of Admin	40.00	Key Emp	$161,919	$48,522	$210,441
PRIYA NAIR	IP Counsel IP Fellow	40.00	Key Emp	$170,854	$24,314	$195,168
CALEB WILLIAMSON	State Public Policy As	40.00	Key Emp	$171,667	$19,941	$191,608
JONATHAN ZUCK	Board Member	0.00	Director	$0	$31,402	$175,402
BRADLEY SIMONICH	Global Membership Mana	40.00	Highest	$128,000	$35,854	$163,854
CHAPIN GREGOR	Policy Counsel	40.00	Highest	$131,500	$30,901	$162,401
TAYLOR DOWNS	Federal Policy Manager	40.00	Highest	$120,000	$20,733	$140,733
CAITLIN IRR	Sr Global Mbrship Mgr	40.00	Highest	$114,000	$15,474	$129,474

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	$15,510,425	$10,771,405	$17,257,562	$4,739,020
2023	$14,581,479	$8,950,979	$13,176,320	$5,630,500
2022	$13,611,724	$12,151,989	$8,140,690	$1,459,735
2021	$10,178,802	$7,278,139	$7,168,149	$2,900,663
2020	$9,410,607	$6,391,115	$5,515,523	$3,019,492

Association for Competitive Technology