FORT WORTH CHPTR AMERICAN INSTITUTE

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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

1966

Legal Domicile

Principal Officer

BRIAN PALETZ

Phone

8173340155

Tax Period

2024-01-01 to 2024-12-31

FORT WORTH CHPTR AMERICAN INSTITUTE, founded in 1966, is a small nonprofit that reported $227K in total revenue in fiscal year 2024.

Mission

TO EDUCATE AND PROMOTE INTEGRITY IN ARCHITECTURE

Program Service Accomplishments

Program 1

Expenses: $2,125 Revenue: $1,000

OUTREACH PROGRAMS - PRESENT PROGRAMS TO EDUCATE AND PROVIDE ARCHITECTURE RELATED INFORMATION TO APPROXIMATELY 600 MEMBERS AND STUDENTS IN THE ARCHITECTURE PROGRAMS AND TO THE GENERAL PUBLIC. THIS...

OUTREACH PROGRAMS - PRESENT PROGRAMS TO EDUCATE AND PROVIDE ARCHITECTURE RELATED INFORMATION TO APPROXIMATELY 600 MEMBERS AND STUDENTS IN THE ARCHITECTURE PROGRAMS AND TO THE GENERAL PUBLIC. THIS INCLUDES EXHIBITS, MONTHLY TOURS AND LECTURES THAT REQUIRE SUPPLIES, ADVERTISING, FOOD, RENTALS AND SPEAKER REIMBURSEMENTS.

Program 2

Expenses: $51,420 Revenue: $86,007

EXCELLENCE IN ARCHITECTURE PROGRAM, ARCHITECTURAL SEMINARS, CONTINUING EDUCATION PROGRAMS AND RELATED ACTIVITIES, ETC (INCLUDES ALL EXPENSES: PRINTING, FOOD, SUPPLIES, POSTAGE, ETC.) MEMBERSHIP...

EXCELLENCE IN ARCHITECTURE PROGRAM, ARCHITECTURAL SEMINARS, CONTINUING EDUCATION PROGRAMS AND RELATED ACTIVITIES, ETC (INCLUDES ALL EXPENSES: PRINTING, FOOD, SUPPLIES, POSTAGE, ETC.) MEMBERSHIP SERVICES PROVIDES SEMINARS, EXHIBITIONS AND FELLOWSHIP.

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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 $102,142

Program Service Revenue $124,582

Investment Income $0

Other Revenue $368

TOTAL REVENUE $227,092

Expense Breakdown

Grants Paid $0

Salaries & Benefits $128,132

Fundraising Expenses $0

Program Expenses $130,995

Other Expenses $107,840

TOTAL EXPENSES $235,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$227,092	$235,755	0.0%
Expenses	$235,972	$237,885	0.0%
Net Income	$-8,880	$-2,130	+3.2%

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

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
SARAH SAN MIGUEL AIA	PRESIDENT	N/A	Officer Director	$0	$0	$0
BRIAN PALETZ	PRESIDENT -	N/A	Officer Director	$0	$0	$0
JAMIE GARNER	SECREATRY	N/A	Director	$0	$0	$0
CHRIS MORRIS	TREASURER	N/A	Director	$0	$0	$0
KAYLA PECKENPAUGH	VP COMMUNICA	N/A	Director	$0	$0	$0
MARIO VALDEZ	DIRECTOR AT	N/A	Director	$0	$0	$0
TREVOR JACKSON	EMERGING PRO	N/A	Director	$0	$0	$0
BRANDON BURNS	PAST PRESIDE	N/A	Director	$0	$0	$0
LONNIE BURNS	VP HONORS	N/A	Director	$0	$0	$0
SARAH GARDENER	VP EDUCATION	N/A	Officer Director	$0	$0	$0
ALESHA NIEDZIELA AIA	EXECUTIVE DI	N/A	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	$227,092	$235,972	$140,593	$-8,880
2023	$235,755	$237,885	$148,511	$-2,130
2022	$194,255	$228,664	$151,186	$-34,409
2020	$201,888	$172,838	$202,747	$29,050