ASSOCIATION OF SMALL FOUNDATIONS (EIN 650617866) - 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

1995

Legal Domicile

Principal Officer

PAUL D DAUGHERTY

Phone

2025806560

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION OF SMALL FOUNDATIONS, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.7M in total revenue in fiscal year 2024.

Mission

EDUCATE, EQUIP, AND CONNECT LEAN FUNDERS THROUGH A NATIONWIDE PEER 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 $1,095,644

Program Service Revenue $2,333,790

Investment Income $154,299

Other Revenue $146,675

TOTAL REVENUE $3,730,408

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,045,524

Fundraising Expenses $702,329

Program Expenses $2,771,993

Other Expenses $1,858,289

TOTAL EXPENSES $3,903,813

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,730,408	$3,470,895	+0.1%
Expenses	$3,903,813	$3,707,406	+0.1%
Net Income	$-173,405	$-236,511	-0.3%

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

$337,631

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NINA COHEN	CHAIR	6.00	Officer Director	$0	$0	$0
COURTNEY RICE	VICE CHAIR	6.00	Officer Director	$0	$0	$0
RICHARD RIBEIRO	TREASURER	6.00	Officer Director	$0	$0	$0
DEBRA MONIZ	SECRETARY	6.00	Officer Director	$0	$0	$0
RAHSAAN HARRIS	MEMBER, PAST CHAIR	3.00	Officer Director	$0	$0	$0
CAROL GALLO	MEMBER	3.00	Director	$0	$0	$0
DIANA BUCCO	MEMBER	3.00	Director	$0	$0	$0
TOYA GRAHAM	MEMBER	3.00	Director	$0	$0	$0
TAYLOR GRAY	MEMBER	3.00	Director	$0	$0	$0
ANGELA HULT	MEMBER	3.00	Director	$0	$0	$0
JENNIFER OERTEL	MEMBER	3.00	Director	$0	$0	$0
SANDRA SWIRSKI	MEMBER	3.00	Director	$0	$0	$0
JENNA WACHTMANN	MEMBER	3.00	Director	$0	$0	$0
TINA KIMBROUGH	MEMBER (FROM 11/13/24)	3.00	Director	$0	$0	$0
HENRY RAEL	MEMBER (FROM 11/13/24)	3.00	Director	$0	$0	$0
PAUL D DAUGHERTY	CEO	50.00	Officer	$296,980	$40,651	$337,631
ANDY CARROLL	SENIOR ADVISOR	40.00	Highest	$102,322	$26,837	$129,159
SERENITY GREENFIELD	SENIOR DIRECTOR, RRR	40.00	Highest	$125,370	$20,149	$145,519
LAUREN KOTKIN	SENIOR DIRECTOR, EDUCATION	40.00	Highest	$135,717	$22,603	$158,320
KATY MOORE	MANAGING DIRECTOR, ADVANCEMENT	40.00	Highest	$132,775	$17,971	$150,746

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	$3,730,408	$3,903,813	$3,716,252	$-173,405
2023	$3,470,895	$3,707,406	$4,079,026	$-236,511
2022	$2,648,014	$3,892,723	$5,151,279	$-1,244,709
2021	$5,328,346	$2,927,760	$6,598,836	$2,400,586
2020	$2,774,425	$3,123,092	$4,653,802	$-348,667
2019	$3,133,775	$3,564,176	$4,954,680	$-430,401
2018	$4,053,692	$3,850,946	$4,462,952	$202,746

ASSOCIATION OF SMALL FOUNDATIONS