THE PINNACLE SOCIETY

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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

1989

Legal Domicile

Tax Period

2025-01-01 to 2025-12-31

THE PINNACLE SOCIETY, founded in 1989, is a small nonprofit in the Community Improvement sector that reported $229K in total revenue in fiscal year 2025.

Mission

HONORARY SOCIETY FOR RECRUITERS

Program Service Accomplishments

Program 1

Expenses: $198,303 Revenue: $175,550

HELD 2 SEMI-ANNUAL CONFERENCES FOCUSING ON CURRENT TRENDS IN THE RECRUITING INDUSTRY AND HOW TO ADDRESS CHALLENGES THEREIN.

Program 2

Provided recruiting industry specific training to members, along with handbooks, and speaker profiles. Speakers included 1) top Economist who provided economic trends, 2) industry leader in...

Provided recruiting industry specific training to members, along with handbooks, and speaker profiles. Speakers included 1) top Economist who provided economic trends, 2) industry leader in communications who taught effective communication techniques, and 3) expert in dealing with adversity in both life and business, and 4) tax specialist.

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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 $52,676

Program Service Revenue $175,550

Investment Income $1,162

Other Revenue $0

TOTAL REVENUE $229,388

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $198,303

Other Expenses $223,368

TOTAL EXPENSES $223,368

Year-over-Year Comparison

	2025	2024	Change
Revenue	$229,388	$230,008	0.0%
Expenses	$223,368	$186,582	+0.2%
Net Income	$6,020	$43,426	-0.9%

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
Rob Bowerman	Past President	1.00	Officer	$0	$0	$0
Jeff Gies	Treasurer	3.00	Officer	$0	$0	$0
Rich Rosen	Tech ChairVP	1.00	Officer	$0	$0	$0
Kris Holmes	Branding	1.00	Officer	$0	$0	$0
Wes Ashworth	Outreach	1.00	Officer	$0	$0	$0
Gail Audibert	President	5.00	Officer	$0	$0	$0
Matt Walsh	EducationVP	1.00	Officer	$0	$0	$0
Allan Fisher	Membership	1.00	Officer	$0	$0	$0
Kim Laipple	Secretary	1.00	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
2025	$229,388	$223,368	$355,167	$6,020
2024	$230,008	$186,582	$313,528	$43,426
2023	$174,579	$264,158	$266,771	$-89,579
2022	$216,122	$196,493	$348,000	$19,629