AIA FOUNDATION (EIN 593819154) - 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

2005

Legal Domicile

Principal Officer

JENNIFER CALVERT HALL

Phone

2026267300

Tax Period

2024-01-01 to 2024-12-31

AIA FOUNDATION, founded in 2005, is a small nonprofit in the Education sector that reported $997K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $963K left a modest 3% surplus.

Mission

THE ARCHITECTS FOUNDATION'S PROGRAMS HARNESS THE IRREPRESSIBLE SPIRIT OF ARCHITECTS TO SUPPORT AND EMPOWER A NEXT-GENERATION DESIGN 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 (2024)

Revenue Breakdown

Contributions & Grants $625,158

Program Service Revenue $32,036

Investment Income $338,859

Other Revenue $1,170

TOTAL REVENUE $997,223

Expense Breakdown

Grants Paid $245,490

Salaries & Benefits $0

Fundraising Expenses $234,918

Program Expenses $601,538

Other Expenses $537,481

TOTAL EXPENSES $963,130

Year-over-Year Comparison

	2024	2023	Change
Revenue	$997,223	$842,597	+0.2%
Expenses	$963,130	$846,430	+0.1%
Net Income	$34,093	$-3,833	-9.9%

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

$195,729

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL ROSCHEN FAIA	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN KIRBY FAIA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARON LIEBOWITZ	TREASURER	1.00	Officer Director	$0	$0	$0
VAUGHN LEWIS ASSOC AIA	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHY DIXON FAIA	DIRECTOR	1.00	Director	$0	$0	$0
LAURA FLUSCHE	DIRECTOR	1.00	Director	$0	$0	$0
SHARON HAAR FAIA	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY HAWK FAIA	DIRECTOR	1.00	Director	$0	$0	$0
KEN HIGA AIA	DIRECTOR	1.00	Director	$0	$0	$0
CHING-HUA HO	DIRECTOR	1.00	Director	$0	$0	$0
MILAN JORDAN ASSOC AIA	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH LEWIS AIA	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MARSHALL FAIA	DIRECTOR	1.00	Director	$0	$0	$0
MARCI REED	EXECUTIVE DIRECTOR	37.50	Officer	$0	$28,496	$195,729
JOEL F MILLS	SR. DIR, COMMUNITIES BY DESIGN	37.50	Highest	$0	$30,493	$180,751
ERIN SMITH	SR. DIR, DESIGN ASSISTANCE	37.50	Highest	$0	$38,450	$185,833

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	$997,223	$963,130	$8,849,067	$34,093
2023	$842,597	$846,430	$8,712,839	$-3,833
2022	$794,470	$821,274	$8,315,948	$-26,804
2021	$1,255,923	$499,515	$9,503,278	$756,408
2020	$825,660	$550,621	$8,746,004	$275,039
2019	$619,759	$478,930	$8,071,994	$140,829
2018	$571,911	$577,591	$7,428,324	$-5,680

AIA FOUNDATION