DC METRO APICS CHAPTER

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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

1968

Legal Domicile

Principal Officer

DAVID FLORY

Phone

7175520297

Tax Period

2023-07-01 to 2024-06-30

DC METRO APICS CHAPTER, founded in 1968, is a small nonprofit that reported $146K in total revenue in fiscal year 2023. The organization ran a surplus of $32K, a strong 22% operating margin.

Mission

TO EDUCATE SUPPLY CHAIN PROFESSIONALS.

Program Service Accomplishments

Program 1

Expenses: $93,993 Revenue: $139,019

THE DC METRO CHAPTER OFFERS CLASSES TO PREPARE ITS MEMBERS AND THE GENERAL PUBLIC FOR CERTIFICATION IN PRODUCTION AND INVENTORY CONTROL.

Program 2

Expenses: $3,685 Revenue: $6,126

SUPPORT MEMBERSHIP THROUGH NEWSLETTER, WEBSITE, AND PROFESSIONAL DEVELOPMENT.

Program 3

Expenses: $1,407 Revenue: $470

PDM - PLANT TOURS AND SPEAKER PRESENTATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,126

Program Service Revenue $139,489

Investment Income $24

Other Revenue $10

TOTAL REVENUE $145,649

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,085

Other Expenses $113,824

TOTAL EXPENSES $113,824

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,649	$139,303	+0.0%
Expenses	$113,824	$131,492	-0.1%
Net Income	$31,825	$7,811	+3.1%

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
GREGORY HALL	PRESIDENT	N/A	Director	$0	$0	$0
GERALD VERNO	PAST PRES/ S	N/A	Director	$0	$0	$0
DAVID FLORY	TREASURER	N/A	Director	$0	$0	$0
YU-CHENG CHIEN	VP OF UNIV R	N/A	Director	$0	$0	$0
JAMIE SMITH	EXEC VICE PR	N/A	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	No data	No data	No data	No data
2024	$145,649	$113,824	$280,218	$31,825
2023	$139,303	$131,492	$247,713	$7,811
2022	$110,502	$82,071	$215,245	$28,431
2021	$47,113	$32,847	$186,814	$14,266
2020	$88,369	$57,052	$172,548	$31,317
2019	$88,711	$91,300	$141,231	$-2,589
2018	$393,900	$351,580	$166,778	$42,320