AIA SAN FRANCISCO - A CHAPTER OF THE AMERICAN INSTITUTE OF ARCHITECTS (EIN 940896340) - 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

1955

Legal Domicile

Principal Officer

STACY WILLIAMS

Phone

4158742620

Tax Period

2023-01-01 to 2023-12-31

AIA SAN FRANCISCO - A CHAPTER OF THE AMERICAN INSTITUTE OF ARCHITECTS, founded in 1955, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2023. Revenue surged 133% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 38% operating margin.

Mission

THE PURPOSE OF THIS CHAPTER IS TO PROMOTE AND ENHANCE ARCHITECTURE AND THE PROFESSION OF ARCHITECTURE WITHIN THE TERRITORY OF AIA SAN FRANCISCO AND TO PROMOTE AND FORWARD THE OBJECTIVES OF THE AMERICAN INSTITUTE OF ARCHITECTS. THE MOST SIGNIFICANT ACTIVITIES INCLUDED A'23 CONVENTION, DESIGN AWARDS, HOUSING AND DESIGN TECHNOLOGY SYMPOSIUMS, AND CAPITAL CAMPAIGN FOR OFFICE RELOCATION PROJECT. AIASF CONTRACT MOU WITH CENTER FOR ARCHITECTURE & DESIGN FOR STAFF AND OPERATIONS SERVICING.

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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 $1,571,501

Program Service Revenue $1,755,089

Investment Income $174,106

Other Revenue $286,624

TOTAL REVENUE $3,787,320

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $926,830

Fundraising Expenses $159,229

Other Expenses $1,430,970

TOTAL EXPENSES $2,359,800

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,787,320	$1,623,672	+1.3%
Expenses	$2,359,800	$1,573,548	+0.5%
Net Income	$1,427,520	$50,124	+27.5%

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

321

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

$184,101

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELISA HERNANDEZ SKAGGS	SECRETARY	3.00	Officer Director	$0	$0	$0
ANTON FOSS	TREASURER	3.00	Officer Director	$0	$0	$0
PAUL ADAMSON	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIEL PEREZ	PRESIDENT	3.00	Officer Director	$0	$0	$0
FRANCESCA OLIVEIRA	PRESIDENT-ELECT/VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
DORIS GUERRERO	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
YAKUH ASKEW	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ANGELIA BARCENA	ASSOCIATE DIRECTOR	1.00	Director	$0	$0	$0
BRANDON NUCKELT	ASSOCIATE DIRECTOR DESIGNATE	1.00	Director	$0	$0	$0
CATHERINE MENG	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
GREGG NOVICOFF	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
JULIE JACKSON	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
CARSTEN VOECKER	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
CESAR ESCALANTE	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
JING LIU	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
ORLANDO MONEGAS	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
ALBERTO PEREZ	PUBLIC DIRECTOR	1.00	Director	$0	$0	$0
ALICE LEUNG	PUBLIC DIRECTOR	1.00	Director	$0	$0	$0
MANUELA KING	PUBLIC DIRECTOR	1.00	Director	$0	$0	$0
MARK CAMEROON	PUBLIC DIRECTOR	1.00	Director	$0	$0	$0
LEO PANIAN	PUBLIC DIRECTOR	1.00	Director	$0	$0	$0
JAROSLAV SLADEK	STUDENT AFFILIATE	1.00	Director	$0	$0	$0
CARY BERNSTEIN	SF REPRESENTATIVE	1.00	Director	$0	$0	$0
AMY ELLIOT	SF REPRESENTATIVE	1.00	Director	$0	$0	$0
DAN HOGMAN	SF REPRESENTATIVE	1.00	Director	$0	$0	$0
MARYAM MIRI	SF REPRESENTATIVE	1.00	Director	$0	$0	$0
GEORGIA SARKIN	SF REPRESENTATIVE	1.00	Director	$0	$0	$0
STACY WILLIAMS	EXECUTIVE DIRECTOR	40.00	Officer	$172,959	$11,142	$184,101
AMY RESS	DEPUTY DIRECTOR	40.00	Highest	$115,336	$12,288	$127,624

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	$4,067,237	$2,776,255	$15,943,718	$1,290,982
2023	$3,787,320	$2,359,800	$11,621,065	$1,427,520
2022	$1,623,672	$1,573,548	$3,791,185	$50,124
2021	$1,319,640	$1,025,220	$4,018,258	$294,420
2020	$1,545,259	$1,322,324	$1,874,852	$222,935
2019	$1,668,039	$1,658,405	$1,543,512	$9,634
2019	$1,668,039	$1,658,405	$1,543,512	$9,634
2018	$1,637,202	$1,691,889	$1,505,062	$-54,687

AIA SAN FRANCISCO - A CHAPTER OF THE AMERICAN INSTITUTE OF ARCHITECTS