AIA TRIANGLE (EIN 561420996) - 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

2006

Legal Domicile

Principal Officer

JOSHUA THOMASSON

Phone

9194630333

Tax Period

2023-01-01 to 2023-12-31

AIA TRIANGLE, founded in 2006, is a small nonprofit in the Community Improvement sector that reported $369K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $70K, a strong 19% operating margin.

Mission

THE AMERICAN INSTITUTE OF ARCHITECTS IS THE LEADING PROFESSIONAL MEMBERSHIP ASSOCIATION FOR LICENSED ARCHITECTS, EMERGING PROFESSIONALS, AND ALLIED PARTNERS. THE AIA TRIANGLE SECTION IS THE LOCAL VOICE OF THE ARCHITECTURE PROFESSION DEDICATED TO SERVING 900+ MEMBERS BY EXPRESSING THEIR COMMITMENT TO EXCELLENCE IN DESIGN AND IMPROVING THE QUALITY AND LIVABILITY OF OUR BUILT ENVIRONMENT. THE AIA TRIANGLE SECTION ENCOMPASSES A TEN COUNTY AREA, ENGAGING MEMBERS IN WAKE, DURHAM, ORANGE, LEE, CHATHAM, FRANKLIN, WARREN, VANCE, GRANVILLE, AND PERSON COUNTIES.

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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 $281,458

Program Service Revenue $66,222

Investment Income $681

Other Revenue $20,174

TOTAL REVENUE $368,535

Expense Breakdown

Grants Paid $48,891

Salaries & Benefits $70,658

Fundraising Expenses $0

Other Expenses $179,064

TOTAL EXPENSES $298,613

Year-over-Year Comparison

	2023	2022	Change
Revenue	$368,535	$332,802	+0.1%
Expenses	$298,613	$299,167	0.0%
Net Income	$69,922	$33,635	+1.1%

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

Volunteers

100

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

$33,899

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURENT DE COMARMOND	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH CALIENDO	PAST - PRESIDENT	2.00	Director	$0	$0	$0
BAILEY ALLRED	PRESIDENT	4.00	Officer Director	$0	$0	$0
AMY BULLINGTON	TREASURER	4.00	Officer Director	$0	$0	$0
JOSHUA THOMASSON	PRESIDENT ELECT	4.00	Director	$0	$0	$0
TERI CANADA	SECRETARY	2.00	Officer Director	$0	$0	$0
SARAH CORBITT	DIRECTOR	2.00	Director	$0	$0	$0
RAPHAEL HATLEY	DIRECTOR	2.00	Director	$0	$0	$0
ZACHARY SUNDERLAND	DIRECTOR	2.00	Director	$0	$0	$0
JAY SMITH	DIRECTOR	2.00	Director	$0	$0	$0
EMMALYN TYSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HILL	EX-OFFICIO	1.00	Officer	$0	$0	$0
LINDA FRENETTE	EXECUTIVE DIRECTOR	40.00	Officer	$33,899	$0	$33,899

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	No data	No data	No data	No data
2023	$368,535	$298,613	$502,315	$69,922
2022	$332,802	$299,167	$427,863	$33,635
2021	$273,326	$291,915	$394,828	$-18,589
2020	$269,597	$204,723	$413,186	$64,874
2019	$295,740	$292,058	$349,682	$3,682
2018	$287,910	$292,805	$346,053	$-4,895

AIA TRIANGLE