WATER INDUSTRY ADVANCEMENT & SUSTA… - Form 990 Financial Data

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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

2018

Legal Domicile

Principal Officer

BRIAN CHURCHMAN

Phone

5802520629

Tax Period

2023-03-01 to 2024-02-29

Mission

TO FURTHER THE ADVANCEMENT AND SUSTAINABILITY OF WATER AND WASTEWATER UTILITIES.

Program Service Accomplishments

Program 1

COMPILATION AND DISSEMINATION OF INFORMATION, DATA, TRAINING, AND SERVICES WITH RESPECT TO THE ADVANCEMENT AND SUSTAINABILITY OF COMMUNITY WATER AND WASTEWATER SYSTEMS SERVING THE GENERAL PUBLIC.

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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 $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	$130,603	-1.0%
Net Income	N/A	$-130,603	N/A

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

$716,532

Total Directors

Key Employees

$275,536

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN O'CONNELL	PRESIDENT	0.10	Director	$0	$0	$0
PHILLIP COMBS	SENIOR VICE PRESIDENT	0.10	Director	$0	$0	$0
CHRIS KENYON	VICE PRESIDENT	0.10	Director	$0	$0	$0
MATTHEW HOLMES	CEO	1.00	Officer	$0	$49,634	$424,340
BRIAN CHURCHMAN	CFO	1.00	Officer	$0	$46,429	$292,192
VERN STEEL	KEY EMPLOYEE	1.00	Key Emp	$0	$43,243	$275,536

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	$2,374	No data
2023	No data	$130,603	$32,676	No data
2022	No data	$36,325	$140,067	No data
2021	$20,094	$77,318	$212,464	$-57,224
2020	$300,000	$65,287	$240,086	$234,713

WATER INDUSTRY ADVANCEMENT & SUSTAINABILITY INSTITUTE