The Assoc of Marital & Family Therapy Reg Board

EIN: 581760953

Colorado Springs, CO

Total Revenue
$1,301,804
Total Expenses
$440,376
Total Assets
$8,594,011
Net Assets
$8,586,226
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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
2003
Legal Domicile
CO
Principal Officer
Lois P Bergen
Phone
7193319375
Tax Period
2025-01-01 to 2025-12-31

The Assoc of Marital & Family Therapy Reg Board, founded in 2003, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2025. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $861K, a strong 66% operating margin.

Mission

To administer, regulate and provide licensing examination in the profession of marital and family therapy

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,010,244
Investment Income $291,560
Other Revenue $0
TOTAL REVENUE $1,301,804

Expense Breakdown

Grants Paid $0
Salaries & Benefits $241,145
Fundraising Expenses $0
Program Expenses $361,006
Other Expenses $199,231
TOTAL EXPENSES $440,376

Year-over-Year Comparison

2025 2024 Change
Revenue $1,301,804 $1,126,101 +0.2%
Expenses $440,376 $473,679 -0.1%
Net Income $861,428 $652,422 +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

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Governance

Voting Members
7
Independent Members
N/A
Employees
1
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
5
$241,145
Total Directors
3
$241,145
Key Employees
1
$241,145
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lois P Bergen Executive Director 40.00
Officer Director Key Emp
$215,000 $26,145 $241,145
Erika Evans PhD LMFT PA Member-at-Large 0.00
Director
$0 $0 $0
Jennifer Smothermon MA LMFT TX Past President 0.00
Director
$0 $0 $0
Kelly Olson MS LMFT ND President 0.00
Officer
$0 $0 $0
Frank Gomez MA LMFT MA President-Elect 0.00
Officer
$0 $0 $0
Jodie Elder PhD LMFT LPC-S TX Secretary 0.00
Officer
$0 $0 $0
Kourtney T Vaillancourt PhD LMFT LA Treasurer 0.00
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 $1,301,804 $440,376 $8,594,011 $861,428
2024 $1,126,101 $473,679 $7,560,705 $652,422
2023 $1,070,459 $446,166 $6,335,797 $624,293
2022 $863,083 $465,119 $4,483,699 $397,964
2021 $994,489 $425,024 $4,531,160 $569,465
2019 $937,743 $434,268 $2,544,424 $503,475
2018 $750,632 $393,454 $2,265,527 $357,178
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