AIA LARGE FIRM ROUND TABLE

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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

1984

Legal Domicile

Principal Officer

WENDY ROGERS

Phone

6157708635

Tax Period

2025-01-01 to 2025-12-31

AIA LARGE FIRM ROUND TABLE, founded in 1984, is a small nonprofit in the Community Improvement sector that reported $679K in total revenue in fiscal year 2025. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $793K exceeded revenue, resulting in a 17% operating deficit.

Mission

TO PROVIDE A FORUM FOR ARCHITECTURE FIRMS TO DISCUSS MATTERS OF MUTUAL INTEREST AND TO PROVIDE TRAINING FOR ARCHITECTS.

Program Service Accomplishments

Program 1

PROVIDES TRAINING SEMINARS AND MEETING FORUMS TO ENABLE LEADERS OF ARCHITECTURAL FIRMS TO DISCUSS MATTERS OF PROFESSIONAL INTEREST. THE ORGANIZATION PROVIDED TWO MAIN MEETINGS AND 20 SUBCOMMITTEE...

PROVIDES TRAINING SEMINARS AND MEETING FORUMS TO ENABLE LEADERS OF ARCHITECTURAL FIRMS TO DISCUSS MATTERS OF PROFESSIONAL INTEREST. THE ORGANIZATION PROVIDED TWO MAIN MEETINGS AND 20 SUBCOMMITTEE MEETINGS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $661,875

Investment Income $17,569

Other Revenue $0

TOTAL REVENUE $679,444

Expense Breakdown

Grants Paid $115,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $677,683

TOTAL EXPENSES $792,683

Year-over-Year Comparison

	2025	2024	Change
Revenue	$679,444	$577,569	+0.2%
Expenses	$792,683	$633,824	+0.3%
Net Income	$-113,239	$-56,255	+1.0%

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
WENDY ROGERS	CHAIRMAN	1.50	Officer Director	$0	$0	$0
TRICIA ESSER	VICE CHAIRMAN/TREASURER	1.50	Officer Director	$0	$0	$0
WES GOOD	VICE CHAIRMAN	1.50	Director	$0	$0	$0
BRAD LUKANIC	VICE CHAIRMAN	1.50	Director	$0	$0	$0
MARC MARCHANT	VICE CHAIRMAN	1.50	Director	$0	$0	$0
MICHELLE MONGEON ALLEN	VICE CHAIRMAN	1.50	Director	$0	$0	$0
JONATHAN MOODY	VICE CHAIRMAN	1.50	Director	$0	$0	$0
KYLE REIS	VICE CHAIRMAN	1.50	Director	$0	$0	$0
CAROLYN RICKARD-BRIDEAU	VICE CHAIRMAN	1.50	Director	$0	$0	$0
BRIAN STATON	VICE CHAIRMAN	1.50	Director	$0	$0	$0
SHARRON VAN DER MEULEN	VICE CHAIRMAN	1.50	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
2025	$679,444	$792,683	$440,465	$-113,239
2024	$577,569	$633,824	$545,278	$-56,255
2023	$492,664	$380,257	$606,434	$112,407
2022	$263,417	$405,841	$487,265	$-142,424
2021	$307,075	$137,414	$629,689	$169,661
2020	$548,000	$505,546	$429,523	$42,454
2019	$418,750	$404,568	$374,944	$14,182
2018	$202,500	$142,441	$360,762	$60,059