The Assembly Inc

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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

1997

Legal Domicile

Principal Officer

Michelle Purvis

Phone

8173340066

Tax Period

2024-04-01 to 2025-03-31

The Assembly Inc, founded in 1997, is a small nonprofit in the Recreation & Sports sector that reported $298K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $283K left a modest 5% surplus.

Mission

This organization is a women's club founded to promote social pleasure, and its focus is an annual debutante ball held on a selected Saturday evening each November. The ball itself and all of the meetings related to producing the ball allow members to socialize.

Program Service Accomplishments

Program 1

Expenses: $283,408 Revenue: $298,200

All revenue and expenses are related to the annual debutante ball.

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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 $289,450

Program Service Revenue $8,750

Investment Income $0

Other Revenue $0

TOTAL REVENUE $298,200

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $283,408

Other Expenses $283,408

TOTAL EXPENSES $283,408

Year-over-Year Comparison

	2024	2023	Change
Revenue	$298,200	$251,800	+0.2%
Expenses	$283,408	$316,529	-0.1%
Net Income	$14,792	$-64,729	-1.2%

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

375

Independent Members

375

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
Kelly Ann Ewin	Board Member	1.00	Director	$0	$0	$0
Margaret Penn	Board Member	1.00	Director	$0	$0	$0
Lisa Alcorn	Board Member	1.00	Director	$0	$0	$0
Abby Rodgers	Board Member	1.00	Director	$0	$0	$0
Michelle Purvis	President/Board Member	1.00	Officer	$0	$0	$0
Marilyn Berry	V-Pres/Board Member	1.00	Officer	$0	$0	$0
Vivianne Mays	Secretary/Board Member	1.00	Officer	$0	$0	$0
Cameron Newberry	Treasurer/Board Member	1.00	Officer	$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	$298,200	$283,408	$195,947	$14,792
2024	$251,800	$316,529	$181,155	$-64,729
2023	$229,520	$18,542	$249,725	$210,978
2022	$70,700	$287,494	$34,906	$-216,794
2021	$227,335	$23,240	$251,700	$204,095