ATLANTA CHAPTER OF THE AMERICAN MARKETING ASSOC (EIN 581283332) - 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

1995

Legal Domicile

Principal Officer

JOHN LEVINSON

Tax Period

2024-07-01 to 2025-06-30

ATLANTA CHAPTER OF THE AMERICAN MARKETING ASSOC, founded in 1995, is a small nonprofit in the Education sector that reported $282K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $245K left a modest 13% surplus.

Mission

AMA ATLANTA STRIVES TO BE THE PREMIER SOURCE FOR MARKETING INFORMATION FOR ATLANTAS COMMUNITY OF MARKETING, ADVERTISING, PUBLIC RELATIONS, COMMUNICATIONS AND DIRECT MARKETING PROFESSIONALS ACROSS ALL MARKETS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $40,432

Program Service Revenue $225,885

Investment Income $15,677

Other Revenue $0

TOTAL REVENUE $281,994

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $229,023

Other Expenses $244,719

TOTAL EXPENSES $244,719

Year-over-Year Comparison

	2024	2023	Change
Revenue	$281,994	$296,931	-0.1%
Expenses	$244,719	$268,939	-0.1%
Net Income	$37,275	$27,992	+0.3%

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

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
JOHN LEVINSON	PRESIDENT	10.00	Officer	$0	$0	$0
PAUL CARPENTER	PRESIDENT-ELECT	10.00	Officer	$0	$0	$0
LIZ FARQUHAR	SECRETARY	5.00	Officer	$0	$0	$0
WARREN DAVIS	TREASURER	10.00	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	$281,994	$244,719	$467,437	$37,275
2024	$296,931	$268,939	$384,920	$27,992
2020	$152,296	$155,279	$305,597	$-2,983
2019	$221,404	$197,218	$307,298	$24,186

ATLANTA CHAPTER OF THE AMERICAN MARKETING ASSOC