BLUEGRASS CHAPTER OF THE APPRAISAL INSTITUTE (EIN 611220385) - 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

Phone

3123354100

Tax Period

2022-01-01 to 2022-12-31

BLUEGRASS CHAPTER OF THE APPRAISAL INSTITUTE, founded in 1991, is a small nonprofit that reported $232K in total revenue in fiscal year 2022. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 20% operating margin.

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 (2022)

Revenue Breakdown

Contributions & Grants $4,241

Program Service Revenue $227,216

Investment Income $587

Other Revenue $0

TOTAL REVENUE $232,044

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $185,390

TOTAL EXPENSES $185,390

Year-over-Year Comparison

	2022	2021	Change
Revenue	$232,044	$180,370	+0.3%
Expenses	$185,390	$154,360	+0.2%
Net Income	$46,654	$26,010	+0.8%

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
Ashley Gillenwater MAI AI-GRS	President	3.00	Officer Director	$0	$0	$0
Christopher Stewart MAI	1st Vice Presidnet	2.00	Officer Director	$0	$0	$0
Lisa Keaton MAI	2nd Vice President	2.00	Officer Director	$0	$0	$0
Michael Campbell MAI	Treasurer	3.00	Officer Director	$0	$0	$0
Todd Goldman MAI	Secretary	2.00	Officer Director	$0	$0	$0
Kris Mueller MAI SRA	Director	1.00	Director	$0	$0	$0
Paul Hasson SRA	Director	1.00	Director	$0	$0	$0
Amy Rawson MAI	Director	1.00	Director	$0	$0	$0
Kristen Deibler MAI	Director	1.00	Director	$0	$0	$0
Kyle Shelton MAI SRA	Director	1.00	Director	$0	$0	$0
Larry Disney SRA	Director	1.00	Director	$0	$0	$0
Whit Darby SRA	Director	1.00	Director	$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
2022	$232,044	$185,390	$158,656	$46,654
2019	$167,161	$169,342	$77,034	$-2,181
2018	$179,083	$174,774	$78,943	$4,309

BLUEGRASS CHAPTER OF THE APPRAISAL INSTITUTE