GEORGIA CHAPTER OF APPA (EIN 912021787) - 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

1988

Legal Domicile

Principal Officer

KATHRYN TWINING

Phone

6787173630

Tax Period

2024-10-01 to 2025-09-30

GEORGIA CHAPTER OF APPA, founded in 1988, is a small nonprofit in the Community Improvement sector that reported $321K in total revenue in fiscal year 2024. The organization ran a surplus of $61K, a strong 19% operating margin.

Mission

TO STRENGTHEN PROFESSIONALISM AMONG PHYSICAL PLANT ADMINISTRATORS BY: PROMOTING THE COMMON INTEREST IN CONSTRUCTION, CARE, AND OPERATION OF PHYSICAL PLANTS USED BY UNIVERSITIES AND COLLEGES WITHIN GEORGIA; FOSTERING PROFESSIONALISM AMONG THE PERSONS ENGAGED IN THIS WORK; PROVIDING INFORMATION SERVICES, PROGRAMS, AND ACTIVITIES TO ITS MEMBERS; AND REPRESENTING THE INTEREST OF ITS MEMBERS OF THE HIGHER EDUCATION COMMUNITY AND OTHER GROUPS.

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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 $0

Program Service Revenue $317,780

Investment Income $3,231

Other Revenue $0

TOTAL REVENUE $321,011

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $238,252

Other Expenses $259,706

TOTAL EXPENSES $259,706

Year-over-Year Comparison

	2024	2023	Change
Revenue	$321,011	$329,162	0.0%
Expenses	$259,706	$299,805	-0.1%
Net Income	$61,305	$29,357	+1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG ADAMS	SECRETARY	1.00	Officer Director	$0	$0	$0
FOLA TERU ATIJOSAN	BOARD MEMBER	1.00	Director	$0	$0	$0
FOROUD AZIMI	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB BELL	PAST PRESIDE	1.00	Director	$0	$0	$0
TODD BERMANN	PAST PRESIDE	1.00	Director	$0	$0	$0
PRITI BHATIA	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM BROWN	PAST PRESIDE	1.00	Director	$0	$0	$0
WAYNE DILL	PAST PRESIDE	1.00	Director	$0	$0	$0
ED DUFRESNE	BOARD MEMBER	1.00	Director	$0	$0	$0
HARBIN FARR	PAST PRESIDE	1.00	Director	$0	$0	$0
ART FRAZIER	PAST PRESIDE	1.00	Director	$0	$0	$0
DALE HESS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID VAN HOOK	2ND VICE PRE	1.00	Officer Director	$0	$0	$0
RALPH JOHNSON	PAST PRESIDE	1.00	Director	$0	$0	$0
DANIEL MCDERMITT	TREASURER	1.00	Officer Director	$0	$0	$0
LEE RICHEY	PAST PRESIDE	1.00	Director	$0	$0	$0
RAY SABLE	PAST PRESIDE	1.00	Director	$0	$0	$0
ALAN SANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID SIMS	PAST PRESIDE	1.00	Director	$0	$0	$0
SHEREE SRADER	BOARD MEMBER	1.00	Director	$0	$0	$0
JODIE SWEAT	PAST PRESIDE	1.00	Director	$0	$0	$0
KATHRYN TWINING	PRESIDENT	1.00	Officer Director	$0	$0	$0
RUSSEL VULLO	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL WARREN	1ST VICE PRE	1.00	Officer Director	$0	$0	$0
CHADWICK WILSON	2ND VICE PRE	1.00	Officer Director	$0	$0	$0
KELLY WILSON	IMMED PAST P	1.00	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	$321,011	$259,706	$512,837	$61,305
2024	$329,162	$299,805	$451,446	$29,357
2023	$298,511	$267,918	$422,089	$30,593
2022	$319,585	$241,263	$391,496	$78,322
2021	$5,758	$8,106	$421,241	$-2,348
2020	$126,171	$32,079	$437,134	$94,092
2020	$4,651	$32,079	$437,134	$-27,428
2019	$249,801	$235,587	$435,012	$14,214
2018	$251,738	$231,825	$620,146	$19,913

GEORGIA CHAPTER OF APPA