ATLANTA AREA CHAPTER OF THE APPRAISAL INSTITUTE (EIN 586046247) - 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

1991

Legal Domicile

Principal Officer

Hugh B Bass Jr

Phone

3123354100

Tax Period

2023-01-01 to 2023-12-31

APPRAISAL INSTITUTE, founded in 1991, is a small nonprofit that reported $318K in total revenue in fiscal year 2018.

Mission

To empower valuation professionals through community credentialing education body of knowledge and ethical standards.

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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 $28,604

Program Service Revenue $215,813

Investment Income $3,707

Other Revenue $0

TOTAL REVENUE $248,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $121,380

Fundraising Expenses $0

Program Expenses $0

Other Expenses $130,072

TOTAL EXPENSES $251,452

Year-over-Year Comparison

	2023	2022	Change
Revenue	$248,124	$238,259	+0.0%
Expenses	$251,452	$219,676	+0.1%
Net Income	$-3,328	$18,583	-1.2%

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

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
Hugh B Bass Jr MAI	President	4.00	Officer Director	$0	$0	$0
Michael L Hunter MAI	Vice President	4.00	Officer Director	$0	$0	$0
Rick Kenny MAI SRA	Secretary	2.00	Officer Director	$0	$0	$0
Peter Lamas MAI	Treasurer	4.00	Officer Director	$0	$0	$0
Patrick Adamson MAI SRA	Director	1.00	Director	$0	$0	$0
George Petkovich MAI	Director	1.00	Director	$0	$0	$0
Dori Bower MAI	Director	1.00	Director	$0	$0	$0
David B Griffin MAI SRA AI-GRS	Director	1.00	Director	$0	$0	$0
Robert R Mancini MAI	Director	1.00	Director	$0	$0	$0
Christina HThoreson MAI SRA AI-	Director	1.00	Director	$0	$0	$0
Marie S Ikizler MAI	Director	1.00	Director	$0	$0	$0
Adam C Trammell MAI AI-GRS	Director	1.00	Director	$0	$0	$0
Suzanne Brockway	Executive Director	40.00	Highest	$104,969	$0	$104,969

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	$248,124	$251,452	$273,015	$-3,328
2022	$238,259	$219,676	$287,634	$18,583
2021	$211,563	$166,899	$276,192	$44,664
2020	$209,503	$207,942	$225,651	$1,561
2018	$317,929	$347,819	$196,129	$-29,890

ATLANTA AREA CHAPTER OF THE APPRAISAL INSTITUTE