STRATEGIC MARKETPLACE INITIATIVE (EIN 010817065) - 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

2005

Legal Domicile

Principal Officer

TOM HARVIEUX

Phone

9196272586

Tax Period

2025-01-01 to 2025-12-31

STRATEGIC MARKETPLACE INITIATIVE, founded in 2005, is a community nonprofit in the Community Improvement sector that reported $2.2M in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $2.0M left a modest 12% surplus.

Mission

TO EDUCATE, SHAPE AND ADVANCE THE FUTURE AND STANDARDS OF THE HEALTHCARE SUPPLY CHAIN THROUGH A COLLABORATIVE NETWORKING ORGANIZATION OF LEADERS FROM INTEGRATED DELIVERY NETWORKS, SUPPLIERS, PROVIDERS AND DISTRIBUTORS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,144,317

Investment Income $88,212

Other Revenue $0

TOTAL REVENUE $2,232,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $769,287

Fundraising Expenses $0

Program Expenses $1,819,284

Other Expenses $1,196,988

TOTAL EXPENSES $1,966,275

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,232,529	$1,992,906	+0.1%
Expenses	$1,966,275	$2,039,591	0.0%
Net Income	$266,254	$-46,685	-6.7%

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

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

$248,293

Key Employees

$245,820

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE PLEASANTS	PRESIDENT	5.00	Director	$248,293	$0	$248,293
DONNA DRUMMOND	CHAIR	5.00	Director	$0	$0	$0
MARISA FARABAUGH	SECRETARY	5.00	Director	$0	$0	$0
TOM HARVIEUX	TREASURER	5.00	Director	$0	$0	$0
LISA HOHMAN	CHAIR ELECT	5.00	Director	$0	$0	$0
MARY BETH LANG	MEMBER OF THE BOARD	5.00	Director	$0	$0	$0
ALLAN MAVIS	MEMBER OF THE BOARD	5.00	Director	$0	$0	$0
MARK WELCH	MEMBER OF THE BOARD	5.00	Director	$0	$0	$0
CHRISTINE ARME	MEMBER OF THE BOARD	5.00	Director	$0	$0	$0
ROBERT RAJALINGAM	MEMBER OF THE BOARD	5.00	Director	$0	$0	$0
SUSAN LOUIS	MEMBER OF THE BOARD	5.00	Director	$0	$0	$0
KELLY QUICK	MEMBER OF THE BOARD	5.00	Director	$0	$0	$0
ERIC TRITCH	MEMBER OF THE BOARD	5.00	Director	$0	$0	$0
AMANDA CHAWLA	MEMBER OF THE BOARD	5.00	Director	$0	$0	$0
STEVE MASON	MEMBER OF THE BOARD	5.00	Director	$0	$0	$0
STEVE GUNDERSEN	MEMBER OF THE BOARD	5.00	Director	$0	$0	$0
CHRISTINE DEAN	VICE PRESIDENT	40.00	Key Emp	$245,820	$0	$245,820

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	$2,232,529	$1,966,275	$2,039,089	$266,254
2024	$1,992,906	$2,039,591	$1,930,724	$-46,685
2023	$1,685,721	$1,798,049	$1,870,799	$-112,328
2022	$1,362,550	$1,854,201	$1,770,503	$-491,651
2021	$1,406,965	$1,042,244	$2,304,456	$364,721
2020	$1,319,025	$1,239,451	$1,702,817	$79,574
2019	$1,502,565	$1,577,854	$1,594,225	$-75,289
2018	$1,571,403	$1,620,629	$1,763,613	$-49,226

STRATEGIC MARKETPLACE INITIATIVE