ASSOCIATION OF EDUCATIONAL THERAPISTS (EIN 953371119) - 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

1984

Legal Domicile

Principal Officer

LORI DVER

Phone

4149084924

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION OF EDUCATIONAL THERAPISTS, founded in 1984, is a small nonprofit in the Health Care sector that reported $231K in total revenue in fiscal year 2024.

Mission

TO PROVIDE LEADERSHIP, CERTIFICATION, AND TRAINING TO EDUCATIONAL THERAPY PROFESSIONALS PROMOTING COLLABORATION WITH ALLIED PROFESSIONALS AND FACILITATING PUBLIC ACCESS TO EDUCATIONAL THERAPY SERVICES

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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 $155,325

Program Service Revenue $75,327

Investment Income $0

Other Revenue $0

TOTAL REVENUE $230,652

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $227,902

Other Expenses $241,128

TOTAL EXPENSES $241,128

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,652	$232,024	0.0%
Expenses	$241,128	$224,478	+0.1%
Net Income	$-10,476	$7,546	-2.4%

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

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
PAMM SCRIBNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARCI PETERSON	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
SUSAN GRAMA	TREASURER	1.00	Officer Director	$0	$0	$0
PAT KIMATHI	SECRETARY	1.00	Officer Director	$0	$0	$0
LORI DYER	IMMEDIATE PAST PRESIDENT	1.00	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
2024	$230,652	$241,128	$240,737	$-10,476
2023	$232,024	$224,478	$251,740	$7,546
2022	$264,133	$198,628	$234,979	$65,505
2021	$262,784	$197,497	$183,985	$65,287
2020	$280,601	$193,306	$118,313	$87,295
2019	$288,429	$341,723	$37,208	$-53,294
2018	$254,091	$246,053	$98,616	$8,038

ASSOCIATION OF EDUCATIONAL THERAPISTS