INSTITUTE OF MANAGEMENT CONSULTANTS USA INC (EIN 133532599) - 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

1968

Legal Domicile

Principal Officer

GREGORY BROOKS

Phone

8007934992

Tax Period

2023-01-01 to 2023-12-31

INSTITUTE OF MANAGEMENT CONSULTANTS USA INC, founded in 1968, is a small nonprofit that reported $142K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $171K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO EDUCATE MEMBERS AND UPDATE THEM ON DEVELOPMENTS IN THIS FIELD.

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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 $7,015

Program Service Revenue $133,470

Investment Income $0

Other Revenue $1,237

TOTAL REVENUE $141,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $171,438

TOTAL EXPENSES $171,438

Year-over-Year Comparison

	2023	2022	Change
Revenue	$141,722	$204,474	-0.3%
Expenses	$171,438	$217,708	-0.2%
Net Income	$-29,716	$-13,234	+1.2%

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
JUAN NEGRONI	DIRECTOR (P)	5.00	Officer Director	$0	$0	$0
GREGORY BROOKS	SEC./EXEC DIRECTOR/OFFICER	20.00	Officer Director	$0	$0	$0
JULIA DEMKOWSKI	IMMEDIATE PAST CHAIR	5.00	Director	$0	$0	$0
DAWN CONE	DIRECTOR	5.00	Director	$0	$0	$0
RICHARD STARKWEATHER	TREASURER	5.00	Director	$0	$0	$0
ROBERTA GUISE	DIRECTOR	5.00	Director	$0	$0	$0
DANIEL BREWER	DIRECTOR	5.00	Director	$0	$0	$0
ANGELA DINGLE	CHAIR	5.00	Director	$0	$0	$0
DAVID NORMAN	DIRECTOR	5.00	Director	$0	$0	$0
ANDRE VACCARO	DIRECTOR	5.00	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	No data	No data	No data	No data
2023	$141,722	$171,438	$56,489	$-29,716
2022	$204,474	$217,708	$101,215	$-13,234
2021	$175,432	$214,356	$137,363	$-38,924
2020	$214,446	$230,882	$150,293	$-16,436
2019	$200,898	$285,581	$187,019	$-84,683
2018	$347,409	$313,347	$274,718	$34,062
2018	$328,133	$314,847	$255,442	$13,286

INSTITUTE OF MANAGEMENT CONSULTANTS USA INC