Virginia Chapter of the American Planning Association
Nonprofit profile at a glance
- EIN
- 521296766
- IRS 990 coverage
- 2016–2024
- Forms available
- Form 990 2024, Form 990-EZ 2015
- Location
- Richmond, VA, USA
- Phone
- 5409072008
- Rating
- 74
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $378,157
- Expenses
- $330,602
- Assets
- $372,287
- Liabilities
- $45,050
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
20 people listed
Executive titles in this filing
- ANDREW HOPEWELL (PRESIDENT)
- NICK ROGERS (PRESIDENT -)
People named in this filing
- CAITLIN AUBUT (PROF DEVELOP)
- JULIE CHOP (VP EXTERNAL)
- WILL COCKRELL (PLANNING OFF)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The mission of the chapter is to make great communities happen in Virginia by offering continuing professional development and other valuable services to our members that will enable them to excel in their practice. We are committed to raising awareness about the many benefits planning offers as a foundation for effectively addressing the physical, econcomic, and social changes that take place in Virginia, and to providing effective leadership in planning advocacy reflective of a diverse geography and population.
What it reported doing in 2024
The association has an annual conference and other meetings which provides members an opportunity to interact and network, educational updates, and other activities that promote planning within the state of Virginia.
Operating model
- Revenue model
- Earned-program. 70% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 64
- Transparency & Controls: 90
- Accountability: 70
- Sustainability: 54
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 67.5%; rating input score 68
- Program expense ratio: 78%; rating input score 78
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 2 of 7 controls in place; rating input score 29
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 12.6%; rating input score 64; 64th percentile among comparable filings
- Total-asset coverage ratio: 1.13; rating input score 44; 44th percentile among comparable filings
- Liabilities to assets ratio: 0.12; rating input score 24; 24th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: 6.2% per year; rating input score 100; 58th percentile among comparable filings
- Revenue growth: 7.4% per year; rating input score 100; 63rd percentile among comparable filings
- Asset growth: 9.2% per year; rating input score 100; 63rd percentile among comparable filings
Details
- Where the money goes: 67.5% of revenue deployed · 78% of spending went to programs
- Governance: 19 of 19 board members independent · 2 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $258K in reported program spending
- Leadership: top reported pay $0 · 20 people listed
- Consistency: 19 of 19 current checks pass
- Schedules: 3 filed schedules
- Filing history: 8 filing years from 2016 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Accountability: Governance controls: 4 of 6 not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
- High — Sustainability: Liabilities to assets ratio scored 24/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.