AIA Silicon Valley (EIN 941500093) - 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

1950

Legal Domicile

Principal Officer

Kristen Werner

Phone

4082980611

Tax Period

2023-01-01 to 2023-12-31

AIA Silicon Valley, founded in 1950, is a small nonprofit that reported $259K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $292K exceeded revenue, resulting in a 13% operating deficit.

Mission

AIA SILICON VALLEY IS A LOCAL ASSOCIATION WITH OVER 500 MEMBER ARCHITECTS AND ALLIEDPROFESSIONALS, REPRESENTING SANTA CLARA COUNTY. THE CHAPTER HAS LED OVER 40 PROGRAMSAND SIGNATURE EVENTS WITH THOUSANDS OF ATTENDEES IN 2024, INCLUDING A DESIGN AWARDS PROGRAM AWARDING WITH 64 PROJECT SUBMISSIONS AND 21 AWARDS. AS A PROVIDER OF CONTINUING EDUCATION FOR ARCHITECTS, OUR TRAININGS FOCUSED ON TOPICS OF HEALTH, SAFETY AND WELFARE IN ARCHITECTURAL SERVICES. TO SATISFY LICENSURE REQUIREMENTS. THE CHAPTER ALSO PROVIDED PUBLIC PROGRAMSINCLUDING THE ANNUAL HOME TOURS PROGRAM, FEATURING FOUR MODERN AND SUSTAINABLE HOMESDESIGNED BY LOCAL LEADING ARCHITECTS.

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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 $250

Program Service Revenue $203,083

Investment Income $5,621

Other Revenue $49,768

TOTAL REVENUE $258,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,408

Fundraising Expenses $0

Other Expenses $86,929

TOTAL EXPENSES $292,337

Year-over-Year Comparison

	2023	2022	Change
Revenue	$258,722	$313,771	-0.2%
Expenses	$292,337	$337,419	-0.1%
Net Income	$-33,615	$-23,648	+0.4%

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

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

$106,920

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristen Werner	Executive Dir.	40.00	Officer	$106,920	$0	$106,920
Leticia Soohoo	Vice President	0.00	Officer Director	$0	$0	$0
Afsha Ali	Director	0.00	Director	$0	$0	$0
Jennifer Kretschmer	Director	1.00	Officer Director	$0	$0	$0
Dasha Ortenberg	Director	0.00	Director	$0	$0	$0
Madhubala Aayyamperumal	Director	0.00	Director	$0	$0	$0
Clayton Cravea	Director	0.00	Director	$0	$0	$0
Brent McClure	President	0.50	Officer Director	$0	$0	$0
Alexandria Evans	Director	0.00	Director	$0	$0	$0
Sophia Hawkes	Student Liaison	0.00	Director	$0	$0	$0
David Edwards	AffiliateLiason	0.00	Director	$0	$0	$0
Jason Holleb	Treasurer	0.00	Officer Director	$0	$0	$0
Stephanie Silkwood	Past President	0.00	Director	$0	$0	$0
Mary Morris	Secretary	0.00	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
2024	No data	No data	No data	No data
2023	$258,722	$292,337	$149,283	$-33,615
2022	$313,771	$337,419	$175,158	$-23,648
2021	$178,254	$240,141	$275,165	$-61,887
2020	$229,927	$261,752	$244,227	$-31,825
2019	$336,804	$328,269	$275,768	$8,535
2018	$405,957	$361,757	$272,228	$44,200

AIA Silicon Valley