AIA Virginia (EIN 541005925) - 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

1914

Legal Domicile

Principal Officer

Paul Battaglia

Phone

8046443041

Tax Period

2023-07-01 to 2024-06-30

AIA Virginia, founded in 1914, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2017. Expenses of $1.2M left a modest 8% surplus.

Mission

AIA Virginia is the voice of the architecture profession in 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 (2023)

Revenue Breakdown

Contributions & Grants $47,489

Program Service Revenue $1,080,512

Investment Income $9,525

Other Revenue $-4,271

TOTAL REVENUE $1,133,255

Expense Breakdown

Grants Paid $0

Salaries & Benefits $406,548

Fundraising Expenses $0

Program Expenses $602,851

Other Expenses $753,072

TOTAL EXPENSES $1,159,620

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,133,255	$958,663	+0.2%
Expenses	$1,159,620	$1,015,211	+0.1%
Net Income	$-26,365	$-56,548	-0.5%

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

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

$163,340

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kelly Callahan	President	1.00	Officer Director	$0	$0	$0
J Mitchell Rowland	Immediate Past President	1.00	Officer Director	$0	$0	$0
Meagan Jancy	First Vice President/President Elect	1.00	Officer Director	$0	$0	$0
Karen Conkey	Secretary	1.00	Officer Director	$0	$0	$0
Bill Hopkins	Treasurer	1.00	Officer Director	$0	$0	$0
Phoebe A Crisman	Director	1.00	Director	$0	$0	$0
Robert Dunay	Director	1.00	Director	$0	$0	$0
Daya Irene Taylor	Director	1.00	Director	$0	$0	$0
Amber Hall	Director	1.00	Director	$0	$0	$0
Shawn Mulligan	Director	1.00	Director	$0	$0	$0
TJ Meehan	Director	1.00	Director	$0	$0	$0
Nea Poole	Director	1.00	Director	$0	$0	$0
Amanda Schlichting	Director	1.00	Director	$0	$0	$0
Michael Schwartz	Director	1.00	Director	$0	$0	$0
Ashleigh Walker	Director	1.00	Director	$0	$0	$0
Warees Smith	At-Large Director	1.00	Director	$0	$0	$0
Paul Battaglia	Executive Vice President	40.00	Officer	$158,000	$5,340	$163,340

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	No data	No data	No data	No data
2024	$1,133,255	$1,159,620	$806,638	$-26,365
2023	$958,663	$1,015,211	$877,426	$-56,548
2022	$904,257	$928,083	$816,899	$-23,826
2021	$993,623	$759,162	$819,127	$234,461
2020	$1,108,983	$1,014,254	$535,240	$94,729
2019	$1,260,365	$1,123,640	$462,742	$136,725
2018	$1,281,445	$1,172,675	$321,311	$108,770

AIA Virginia