AMERICAN PLANNING ASSOCIATION

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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

1983

Legal Domicile

Principal Officer

Roger Bardsley

Phone

3366017811

Tax Period

2025-01-01 to 2025-12-31

AMERICAN PLANNING ASSOCIATION, founded in 1983, is a micro nonprofit that reported $74K in total revenue in fiscal year 2025. Revenue fell 85% from the prior year — a significant decline worth monitoring. Expenses of $443K exceeded revenue, resulting in a 502% operating deficit.

Mission

The promotion of Urban and Community Planning and the education of our members and the public about the benefits of planning.

Program Service Accomplishments

Program 1

Expenses: $402,581 Revenue: $406,094

Annual Conference: We hosted a conference for the planners in Charlotte, NC that ran for three days and had an attendance of 1,000 people. All of the sessions were educational and we offered...

Annual Conference: We hosted a conference for the planners in Charlotte, NC that ran for three days and had an attendance of 1,000 people. All of the sessions were educational and we offered continuint education credits for them.

Program 2

Expenses: $4,000 Revenue: $0

Carolina Planning Journal: We supported a Journal published by the Department of Community and Regional Planning at the University of North Carolina, Chapel Hill. The Journal offers an opportunity...

Carolina Planning Journal: We supported a Journal published by the Department of Community and Regional Planning at the University of North Carolina, Chapel Hill. The Journal offers an opportunity for graduate students and others to publish research that they have performed.

Program 3

Expenses: $2,059 Revenue: $0

Website: We hosted a Chapter website and published an electronic newsletter that supported our membership.

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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 (2025)

Revenue Breakdown

Contributions & Grants $73,546

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $73,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $410,540

Other Expenses $442,522

TOTAL EXPENSES $442,522

Year-over-Year Comparison

	2025	2024	Change
Revenue	$73,546	$488,710	-0.8%
Expenses	$442,522	$442,522	N/A
Net Income	$-368,976	$46,188	-9.0%

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

1500

Independent Members

1500

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
Tim Jones	Vice President for Chapter Development	8.00	Officer	$0	$0	$0
Ben Howell	Vice President for Professional Development	5.00	Officer	$0	$0	$0
Roger Bardsley	Treasurer	5.00	Officer	$0	$0	$0
Bynum Walter	President	8.00	Officer	$0	$0	$0
Tiffany Faro	Secretary	5.00	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	$73,546	$442,522	$413,263	$-368,976
2024	No data	No data	No data	No data
2023	$55,926	No data	$617,465	No data