ALSTON WILKES ASSOCIATION (EIN 570706820) - 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

1974

Legal Domicile

Principal Officer

SABRINA A WALKER

Phone

8037992490

Tax Period

2023-01-01 to 2023-12-31

ALSTON WILKES ASSOCIATION, founded in 1974, is a small nonprofit in the Unknown sector that reported $700K in total revenue in fiscal year 2023. The organization ran a surplus of $599K, a strong 86% operating margin.

Mission

THE ASSOCIATION HOLDS PROPERTY FOR THE TAX-EXEMPT ALSTON WILKES SOCIETY. THE SOCIETY HELPS TO ASSIST OFFENDERS AND VETERANS.

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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 $0

Program Service Revenue $699,636

Investment Income $0

Other Revenue $99

TOTAL REVENUE $699,735

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,058

Other Expenses $101,058

TOTAL EXPENSES $101,058

Year-over-Year Comparison

	2023	2022	Change
Revenue	$699,735	$699,740	0.0%
Expenses	$101,058	$65,404	+0.5%
Net Income	$598,677	$634,336	-0.1%

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

$169,139

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
S ANNE WALKER	EXECUTIVE DIRECTOR	005.00	Key Emp Highest	$0	$0	$169,139
AMBER MORGAN	DIRECTOR	000.50	Director	$0	$0	$0
DAVID MATHENY	DIRECTOR	000.50	Director	$0	$0	$0
WENDY REGOECZI	DIRECTOR	000.50	Director	$0	$0	$0
CHRIS COWAN	DIRECTOR	000.50	Director	$0	$0	$0
ANN ELDRIDGE	DIRECTOR	000.50	Director	$0	$0	$0
ANDREW COLE	TREASURER	000.50	Director	$0	$0	$0
JUDY ANDERSON	DIRECTOR	000.50	Director	$0	$0	$0
JAY DOWD	PRESIDENT	000.50	Director	$0	$0	$0
MITCH LUCAS	DIRECTOR	000.50	Director	$0	$0	$0
LUCAS McMILLAN	DIRECTOR	000.50	Director	$0	$0	$0
GARY MAYNARD	VICE PRESIDENT	000.50	Director	$0	$0	$0
DICKIE BRUNSON	DIRECTOR	000.50	Director	$0	$0	$0
JEFFREY JONES	DIRECTOR	000.50	Director	$0	$0	$0
JULIA BOYD	DIRECTOR	000.50	Director	$0	$0	$0
JEFF BLACK	DIRECTOR	000.80	Officer	$0	$0	$0
MOLLY McCARTHA	DIRECTOR	000.80	Officer	$0	$0	$0
CLAY CATOE	SECRETARY	000.80	Officer	$0	$0	$0
VICKY EDWARDS	DIRECTOR	000.80	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
2024	No data	No data	No data	No data
2023	$699,735	$101,058	$3,111,563	$598,677
2022	$699,740	$65,404	$1,665,484	$634,336
2021	$220,800	$67,050	$1,251,949	$153,750
2020	$220,800	$67,207	$1,318,998	$153,593

ALSTON WILKES ASSOCIATION