American Productivity & Quality Center Inc (EIN 742094629) - 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

1976

Legal Domicile

Principal Officer

Carla O'Dell

Phone

7136814020

Tax Period

2023-01-01 to 2023-12-31

American Productivity & Quality Center Inc, founded in 1976, is a mid-sized nonprofit in the Community Improvement sector that reported $18.9M in total revenue in fiscal year 2023. Expenses of $16.6M left a modest 12% surplus.

Mission

To educate people and organizations around the world to improve productivity and quality.

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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 $0

Program Service Revenue $18,276,735

Investment Income $415,884

Other Revenue $161,566

TOTAL REVENUE $18,854,185

Expense Breakdown

Grants Paid $208,660

Salaries & Benefits $11,449,014

Fundraising Expenses $0

Program Expenses $13,879,211

Other Expenses $4,989,567

TOTAL EXPENSES $16,647,241

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,854,185	$19,723,291	0.0%
Expenses	$16,647,241	$14,995,369	+0.1%
Net Income	$2,206,944	$4,727,922	-0.5%

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

$1,713,555

Total Directors

Key Employees

$1,255,159

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
George Bailey	Director	1.00	Director	$0	$0	$0
Saad Bargach	Director	1.00	Director	$0	$0	$0
Robert Chalker	Director	1.00	Director	$0	$0	$0
T Jay Collins	Director	1.00	Director	$0	$0	$0
Robert F Corrigan Jr	Director	1.00	Director	$0	$0	$0
Thomas H Davenport	Director	1.00	Director	$0	$0	$0
John Durie	Director	1.00	Director	$0	$0	$0
John Friel	Director	1.00	Director	$0	$0	$0
Blanton Godfrey	Director	1.00	Director	$0	$0	$0
Robert H Hayes	Director	1.00	Director	$0	$0	$0
Roger Kearns	Director	1.00	Director	$0	$0	$0
Peter Korsten	Director	1.00	Director	$0	$0	$0
Joaquin Peon	Director	1.00	Director	$0	$0	$0
Carl G Thor	Director	1.00	Director	$0	$0	$0
Peggy Vaughan	Director	1.00	Director	$0	$0	$0
Carla O'Dell	Executive Chair	1.00	Officer	$0	$0	$0
Lisa Higgins	President & CEO	40.00	Officer	$746,135	$53,782	$799,917
Perry Wiggins	Treasurer & CFO	40.00	Officer	$311,218	$39,549	$350,767
Cathy Hill	Chief Development Officer	40.00	Officer	$520,070	$42,801	$562,871
Harry Scarborough	Executive Director - Legal Affairs	40.00	Key Emp	$260,285	$37,051	$297,336
Ashley White	Executive Director - HR	40.00	Key Emp	$262,019	$34,140	$296,159
Amanda Schalyo	Executive Director - Marketing	40.00	Key Emp	$215,201	$21,021	$236,222
Christine Kelley	Director - Membership	40.00	Key Emp	$186,026	$21,756	$207,782
Jeff Varney	Director - Advisory Services	40.00	Key Emp	$198,304	$19,356	$217,660
Katy Cook	Sales Manager	40.00	Highest	$217,007	$108	$217,115
Cindy Hubert	Director - Client Solutions	40.00	Highest	$198,208	$7,313	$205,521
James Gilliland	IT Developer	40.00	Highest	$155,618	$248	$155,866
Marisa Brown	Principal Researcher	40.00	Highest	$152,634	$231	$152,865
Dewey Dorsett	Advisory Services Lead	40.00	Highest	$151,779	$0	$151,779

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	$18,854,185	$16,647,241	$36,339,197	$2,206,944
2022	$19,723,291	$14,995,369	$32,473,346	$4,727,922
2021	$18,224,607	$14,327,006	$30,940,165	$3,897,601
2020	$12,158,683	$12,302,927	$25,980,707	$-144,244
2019	$16,453,445	$13,654,167	$24,699,435	$2,799,278
2018	$15,172,299	$13,369,221	$21,887,166	$1,803,078

American Productivity & Quality Center Inc