TREASURERS ASSOCIATION OF VIRGINIA (EIN 541253079) - 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

1984

Legal Domicile

Principal Officer

JODY ACOSTA

Phone

2763284077

Tax Period

2023-07-01 to 2024-06-30

TREASURERS ASSOCIATION OF VIRGINIA, founded in 1984, is a small nonprofit that reported $458K in total revenue in fiscal year 2021. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $161K, a strong 35% operating margin.

Mission

Provide a means to unite the Treasurers of Virginia and promote greater cooperation and the standardization of professional practices

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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 $83,305

Program Service Revenue $613,869

Investment Income $34,135

Other Revenue $0

TOTAL REVENUE $731,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $488,445

Other Expenses $503,743

TOTAL EXPENSES $503,743

Year-over-Year Comparison

	2023	2022	Change
Revenue	$731,309	$569,718	+0.3%
Expenses	$503,743	$605,508	-0.2%
Net Income	$227,566	$-35,790	-7.4%

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

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
MICHAEL G STEPHENS	Past President	2.000	Officer	$0	$0	$0
JODY ACOSTA	President	2.000	Officer	$0	$0	$0
DINAH BABB	Immediate Past Pres	2.000	Officer	$0	$0	$0
TANYA WILCOX	Vice President	2.000	Officer	$0	$0	$0
REBECCA LONGNAKER	Treasurer	2.000	Officer	$0	$0	$0
SANDRA STONE	Secretary	2.000	Officer	$0	$0	$0
SCOTT GRINDSTAFF	1st Vice Pres	2.000	Officer	$0	$0	$0
BONNIE DICKSON	2nd Vice Pres	2.000	Officer	$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	$731,309	$503,743	$933,776	$227,566
2023	$569,718	$605,508	$706,209	$-35,790
2022	$458,484	$297,859	$741,999	$160,625

TREASURERS ASSOCIATION OF VIRGINIA