THE ASSOCIATION OF ASSET MANAGEMENT PROF (EIN 833039434) - 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

2019

Legal Domicile

Principal Officer

TERRENCE O'HANLON

Phone

2393406749

Tax Period

2023-01-01 to 2023-12-31

THE ASSOCIATION OF ASSET MANAGEMENT PROF, founded in 2019, is a small nonprofit in the Education sector that reported $248K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $236K left a modest 5% surplus.

Mission

CREATE A NEW ERA FOR THE PRACTICE OF MAINTENANCE, AND RELIABILITY IN THE CONTEXT OF ASSET MANAGEMENT FOR ORGANIZATIONS TO ENHANCE ECONOMIC PROSPERTY, ENVIRONMENTAL SUSTAINABILITY AND SOCIAL RESPONSIBILITY.

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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 $247,986

Investment Income $167

Other Revenue $0

TOTAL REVENUE $248,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92,917

Other Expenses $235,665

TOTAL EXPENSES $235,665

Year-over-Year Comparison

	2023	2022	Change
Revenue	$248,153	$267,774	-0.1%
Expenses	$235,665	$210,200	+0.1%
Net Income	$12,488	$57,574	-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

$3,000

Total Directors

$3,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRENCE O'HANLON	PRESIDENT	1.00	Officer Director	$250	$0	$250
VICTOR RIOLI	DIRECTOR	0.50	Officer Director	$750	$0	$750
ELLEN MILLER	DIRECTOR	0.50	Officer Director	$1,000	$0	$1,000
MAURA ABAD	DIRECTOR	0.50	Officer Director	$1,000	$0	$1,000

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	$248,153	$235,665	$318,729	$12,488
2022	$267,774	$210,200	$306,614	$57,574
2021	$175,682	$146,299	$254,432	$29,383
2020	$267,687	$172,302	$219,070	$95,385

THE ASSOCIATION OF ASSET MANAGEMENT PROF