British-American Business Association of Washington DC (EIN 621371986) - 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

1987

Legal Domicile

Principal Officer

CHRIS FETZER

Phone

2022930010

Tax Period

2023-04-01 to 2024-03-31

British-American Business Association of Washington DC, founded in 1987, is a small nonprofit that reported $211K in total revenue in fiscal year 2023.

Mission

To improve British and American business relationships and be a source of information for companies with British and American ties

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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 $118,065

Program Service Revenue $90,204

Investment Income $2,726

Other Revenue $0

TOTAL REVENUE $210,995

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,988

Other Expenses $223,101

TOTAL EXPENSES $223,101

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,995	$219,756	0.0%
Expenses	$223,101	$232,178	0.0%
Net Income	$-12,106	$-12,422	0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EAMONN COONEY	Director	0.500	Director	$0	$0	$0
MARK HERLACH	Director	0.500	Director	$0	$0	$0
JENNIFER TAYLOR HODGES	Past President	0.500	Officer	$0	$0	$0
RICHARD LARKWORTHY	Treasurer	1.000	Officer	$0	$0	$0
RANDALL NUCKOLLS	Counsel	1.000	Officer	$0	$0	$0
DERRICK SURRATT	Vice President	1.000	Officer Director	$0	$0	$0
MARK HUNTLEY	Director	0.500	Director	$0	$0	$0
AMY JEFFRESS	Director	0.500	Director	$0	$0	$0
ELIZABETH LEE	Director	0.500	Director	$0	$0	$0
COURTNEY OLDHAM	Director	0.500	Director	$0	$0	$0
SCOTT THOMPSON	Director	0.500	Director	$0	$0	$0
STEVE WILSON	Director	0.500	Director	$0	$0	$0
NANCY ZIUZIN SCHLEGEL	Chairman	1.000	Director	$0	$0	$0
ROBERT MCCOLLAR	Director	0.500	Director	$0	$0	$0
PAUL RENNIE	Director	0.500	Director	$0	$0	$0
CATE SADLER	Director	0.500	Director	$0	$0	$0
JOE TIRONE	Director	0.500	Director	$0	$0	$0
CHRIS FETZER	President	1.000	Officer Director	$0	$0	$0
MARK COWAN	Director	0.500	Director	$0	$0	$0
CAROLINE JOHNSTON	Director	0.500	Director	$0	$0	$0
SHERI LAUTEN	Director	0.500	Director	$0	$0	$0
KARIN ROGERS	Director	0.500	Director	$0	$0	$0
MARY ELIZABETH TAYLOR	Director	0.500	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
2024	$210,995	$223,101	$351,203	$-12,106
2023	$219,756	$232,178	$365,924	$-12,422

British-American Business Association of Washington DC