AMERICAN SOCIETY OF PHLEBOTOMY TECH

EIN: 562249011

SUMMERVILLE, SC

Total Revenue
$926,431
Total Expenses
$809,119
Total Assets
$870,134
Net Assets
$869,723
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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
1986
Legal Domicile
SC
Principal Officer
HELEN MAXWELL
Phone
8437672464
Tax Period
2022-01-01 to 2022-12-31

AMERICAN SOCIETY OF PHLEBOTOMY TECH, founded in 1986, is a small nonprofit that reported $926K in total revenue in fiscal year 2022. Expenses of $809K left a modest 13% surplus.

Mission

PROFESSIONAL ORGANIZATION PROVIDING CONTINUING EDUCATION CREDITS THROUGH TRAINING AND CERTIFICATION.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $119,900
Program Service Revenue $806,531
Investment Income $0
Other Revenue $0
TOTAL REVENUE $926,431

Expense Breakdown

Grants Paid $0
Salaries & Benefits $578,641
Fundraising Expenses $0
Program Expenses $535,335
Other Expenses $230,478
TOTAL EXPENSES $809,119

Year-over-Year Comparison

2022 2021 Change
Revenue $926,431 $907,627 +0.0%
Expenses $809,119 $924,839 -0.1%
Net Income $117,312 $-17,212 -7.8%
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

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Governance

Voting Members
2
Independent Members
2
Employees
6
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
2
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TAMMIE HOWTON VICE PRESIDN N/A
Officer Director
$0 $0 $0
HELEN MAXWELL PRESIDENT N/A
Officer 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
2022 $926,431 $809,119 $870,134 $117,312
2021 $907,627 $924,839 $872,425 $-17,212
2020 $795,759 $829,997 $894,158 $-34,238
2019 $843,798 $765,794 $803,861 $78,004
2018 $905,440 $830,492 $725,857 $74,948
2017 $880,743 $772,346 $650,909 $108,397
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