Association of State Supervisors of Mathematics (EIN 746082617) - 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

1965

Legal Domicile

Principal Officer

Paula Moeller

Phone

5126443463

Tax Period

2023-07-01 to 2024-06-30

Association of State Supervisors of Mathematics, founded in 1965, is a small nonprofit that reported $277K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $240K left a modest 13% surplus.

Mission

The mission of the ASSM is to increase the capacity of mathematics leaders in state and provincial agencies to advance math education.

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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 $276,576

Investment Income $0

Other Revenue $0

TOTAL REVENUE $276,576

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $240,388

Other Expenses $240,388

TOTAL EXPENSES $240,388

Year-over-Year Comparison

	2023	2022	Change
Revenue	$276,576	$411,720	-0.3%
Expenses	$240,388	$229,497	+0.0%
Net Income	$36,188	$182,223	-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

N/A

Volunteers

N/A

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
LISA ASHE	PRESIDENT	001.00	Officer Director	$0	$0	$0
Eboney McKinney	President-Elect	001.00	Officer Director	$0	$0	$0
Deidre Richardson	Secretary	001.00	Officer Director	$0	$0	$0
Mary Mooney	Vice-President for Leadership	001.00	Officer Director	$0	$0	$0
Arlene Crum	Vice-President for Professional Learning	001.00	Officer Director	$0	$0	$0
April Pforts	Vice-President for Membership	001.00	Officer Director	$0	$0	$0
Paula Moeller Associate	Financial Officer	001.00	Officer Director	$0	$0	$0
Diana Kasbaum Emeritus	PAEMST Coordinator	001.00	Officer Director	$0	$0	$0
Charles D Watson Emeritus	PAEMST Senior Advisor	001.00	Officer Director	$0	$0	$0
Diana Suddreth Emeritus	Sponsorship Coordinator	001.00	Officer 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
2025	No data	No data	No data	No data
2024	$276,576	$240,388	$513,957	$36,188
2023	$411,720	$229,497	$477,169	$182,223
2022	$259,911	$267,123	$292,637	$-7,212
2021	$185,303	$233,193	$299,849	$-47,890

Association of State Supervisors of Mathematics