Triangle Chapter of the American Ma (EIN 581471964) - 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

1986

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Triangle Chapter of the American Ma, founded in 1986, is a micro nonprofit that reported $41K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $48K exceeded revenue, resulting in a 19% operating deficit.

Mission

Provide educational and marketing events to the community

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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 $33,654

Program Service Revenue $6,133

Investment Income $1,066

Other Revenue $0

TOTAL REVENUE $40,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $10,978

Program Expenses $9,324

Other Expenses $48,438

TOTAL EXPENSES $48,438

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,853	$46,829	-0.1%
Expenses	$48,438	$58,579	-0.2%
Net Income	$-7,585	$-11,750	-0.4%

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

N/A

Independent Members

N/A

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

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Jennifer Best	VP of Community Relations	Officer	$0	$0	$0
John-Paul Schick	General Counsel	Officer	$0	$0	$0
Eric Megert	VP of Strategy	Officer	$0	$0	$0
Becky Lee	VP of Programming	Officer	$0	$0	$0
Rachel Bonistalli	VP of Volunteer Engagement	Officer	$0	$0	$0
Kelly Parisi	VP of Membership	Officer	$0	$0	$0
Jason Boes	Treasurer	Officer	$0	$0	$0
Hayden Sherwood	Immediate Past President	Officer	$0	$0	$0
Jennifer Gilmore	Secretary	Officer	$0	$0	$0
Eugene Pinder	President	Officer	$0	$0	$0
Brian Easilico	VP of Communications	Officer	$0	$0	$0
Dana Newell	VP of DEI	Officer	$0	$0	$0
Michael Johnson	President-Elect	Officer	$0	$0	$0
Jessamyn Palme	VP of Sponsorship	Officer	$0	$0	$0
Jennifer Kendall	VP of Employment Services	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	No data	No data	No data	No data
2024	$40,853	$48,438	$56,669	$-7,585
2023	$46,829	$58,579	$65,774	$-11,750
2022	$57,863	$53,724	$78,528	$4,139
2021	$45,159	$30,919	$58,780	$14,240

Triangle Chapter of the American Ma