AMERICAN INSTITUTE OF ARCHITECTS

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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

1980

Legal Domicile

Principal Officer

COLLEEN M STOVALL

Phone

3054487488

Tax Period

2023-01-01 to 2023-12-31

AMERICAN INSTITUTE OF ARCHITECTS, founded in 1980, is a small nonprofit that reported $652K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $98K, a strong 15% operating margin.

Mission

THE MISSION OF THE AMERICAN INSTITUTE OF ARCHITECTS (AIA) IS TO UNITE ARCHITECTS IN FELLOWSHIP, PROMOTE THE AESTHETIC, SCIENTIFIC, AND PRACTICAL EFFICIENCY OF THE PROFESSION, ADVANCE THE SCIENCE AND ART OF PLANNING AND BUILDING AND PROVIDE EDUCATIONAL PROGRAMMING FOR MEMBERS.

Program Service Accomplishments

Program 1

IN 2023, AIA MIAMI HELD OVER 170 CLASSES, EDUCATIONAL PROGRAMS, COMMITTEE MEETINGS, WORKSHOPS, LECTURES AND SEMINARS FOR ARCHITECTS, ENGINEERS, DEVELOPERS, STUDENTS AND THE GENERAL PUBLIC, WITH A...

IN 2023, AIA MIAMI HELD OVER 170 CLASSES, EDUCATIONAL PROGRAMS, COMMITTEE MEETINGS, WORKSHOPS, LECTURES AND SEMINARS FOR ARCHITECTS, ENGINEERS, DEVELOPERS, STUDENTS AND THE GENERAL PUBLIC, WITH A FOCUS ON PROVIDING SERVICETO THE ARCHITECT MEMBERS OF AIA MIAMI. CLASSES INCLUDE OVER 50 CLASSES THAT FULFILL REGISTERED ARCHITECTS' CONTINUING EDUCATION CREDITS AND PROFESSIONAL DEVELOPMENT PROGRAMMING THROUGHOUT THE YEAR. PROGRAMMING FOR SPECIFICGROUPS INCLUDES COLLABORATION WITH NOMA, IIDA, AND THE MIAMI CENTER FOR ARCHITECTURE AND DESIGN ON TOPICS SUCH AS DEI, JEDI, LEADERSHIP, RESILIENCY, AND MORE. THE EMERGING PROFESSIONALS GROUP PRESENTED CLASSES, SEMINARS ON PROFESSIONAL DEVELOPMENT, BUSINESS SKILLS, PUBLIC SPEAKING AND MORE. THE WOMEN IN ARCHITECTURE COMMITTEE RAISED FUNDS FOR SCHOLARSHIPS. OUTREACH INTO THE COMMUNITY INCLUDES OUR BAM (BLACK ARCHITECTS IN THE MAKING) AND OUR AIM SUMMER CAMP PROGRAM. THE CAMP IS HELD AT THE UNIVERSITY OF MIAMI ANNUALLY AND SERVED STUDENTS FROM AGES 8 TO 16. A PART THE MISSION IS TO PRESENT ARCHITECTURE AS A PROFESSION TO ALL AREAS OF OUR COMMUNITY, AND WITH BAM AND AIM, AND THE WORK DONE WITH THE DESIGN AND ARCHITECTURE SENIOR HIGH SCHOOL, AIA MIAMI SERVES NOT ONLY STUDENTS ENROLLED IN UNIVERSITY ARCHITECTURE PROGRAMS, BUT THEY ALSO SERVE STUDENTS IN ALL AREAS OF THE COMMUNITY FROM EIGHT YEARS OF AGE THROUGH NEW COLLEGE GRADUATES.

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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 $22,500

Program Service Revenue $522,298

Investment Income $11,987

Other Revenue $95,262

TOTAL REVENUE $652,047

Expense Breakdown

Grants Paid $14,500

Salaries & Benefits $270,873

Fundraising Expenses $0

Other Expenses $268,560

TOTAL EXPENSES $553,933

Year-over-Year Comparison

	2023	2022	Change
Revenue	$652,047	$563,086	+0.2%
Expenses	$553,933	$474,184	+0.2%
Net Income	$98,114	$88,902	+0.1%

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

220

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
AMANDA BARTON	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANGEL SAQUI	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
STEPHANIE M CASARIEGO	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
VANESSA SMITH-TORRES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMESON MACNICHOL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KOBI KARP	DIRECTOR	2.00	Director	$0	$0	$0
KARLA E VALDIVIA	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA SUHR	DIRECTOR	2.00	Director	$0	$0	$0
EDUARDO A CALIL JR	DIRECTOR	2.00	Director	$0	$0	$0
MONIQUE C DAVIS	ASSOCIATE DIRECTOR	2.00	Director	$0	$0	$0
DANIELLE N TODD	ASSOCIATE DIRECTOR	2.00	Director	$0	$0	$0
DAPHNE GURRI	STATE DIRECTOR	2.00	Director	$0	$0	$0
CRAIG AQUART	IMMEDIATE PAST PRESIDENT	2.00	Director	$0	$0	$0
NAOMI HARRISON	ASSOCIATE DIRECTOR	2.00	Director	$0	$0	$0
CHERYL JACOBS	EXECUTIVE DIRECTOR	40.00	Highest	$126,949	$0	$126,949

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	$652,047	$553,933	$760,916	$98,114
2022	$563,086	$474,184	$667,742	$88,902
2021	$538,696	$358,079	$573,349	$180,617
2020	$457,729	$373,419	$392,767	$84,310
2019	$547,775	$475,325	$317,622	$72,450
2018	$571,967	$488,376	$237,637	$83,591