THE ACADEMY OF MANAGEMENT INC (EIN 133916164) - 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

1936

Legal Domicile

Principal Officer

NANCY URBANOWICZ

Phone

9143261854

Tax Period

2023-01-01 to 2023-12-31

THE ACADEMY OF MANAGEMENT INC, founded in 1936, is a mid-sized nonprofit in the Employment sector that reported $15.6M in total revenue in fiscal year 2023. Expenses of $14.3M left a modest 8% surplus.

Mission

ADVANCE THE PROFESSIONAL DEVELOPMENT OF MANAGEMENT AND ORGANIZATION SCHOLARS.

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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 $22,000

Program Service Revenue $13,823,594

Investment Income $1,769,309

Other Revenue $398

TOTAL REVENUE $15,615,301

Expense Breakdown

Grants Paid $135,596

Salaries & Benefits $6,327,703

Fundraising Expenses $0

Program Expenses $9,026,786

Other Expenses $7,831,988

TOTAL EXPENSES $14,295,287

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,615,301	$15,199,319	+0.0%
Expenses	$14,295,287	$14,048,596	+0.0%
Net Income	$1,320,014	$1,150,723	+0.1%

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

300

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

$582,422

Total Directors

Key Employees

$1,001,622

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON ALVAREZ	PRESIDENT	1.70	Officer Director	$0	$0	$0
PETER BAMBERGER	PRESIDENT-ELECT	1.70	Officer Director	$0	$0	$0
TAMMY MADSEN	VICE PRESIDENT & PROGRAM CHAIR	1.70	Officer Director	$0	$0	$0
CHRISTOPHER TUCCI	VICE PRESIDENT-ELECT & PROGRAM CHAIR-ELECT	1.70	Officer Director	$0	$0	$0
AMY HILLMAN	PAST PRESIDENT	1.70	Officer Director	$0	$0	$0
PEER FISS	REPRESENTATIVE AT LARGE	1.00	Director	$0	$0	$0
ABBIE SHIPP	REPRESENTATIVE AT LARGE	1.00	Director	$0	$0	$0
KELD LAURSEN	REPRESENTATIVE AT LARGE	1.00	Director	$0	$0	$0
LUCY GILSON	REPRESENTATIVE AT LARGE	1.00	Director	$0	$0	$0
CYNTHIA DEVERS	REPRESENTATIVE AT LARGE	1.00	Director	$0	$0	$0
MARY TRIPSAS	REPRESENTATIVE AT LARGE	1.00	Director	$0	$0	$0
SABINE HOIDN	REPRESENTATIVE AT LARGE	1.00	Director	$0	$0	$0
IRENE HENRIQUES	REPRESENTATIVE AT LARGE	1.00	Director	$0	$0	$0
IAN WILLIAMSON	REPRESENTATIVE AT LARGE	1.00	Director	$0	$0	$0
NANCY L URBANOWICZ	EXECUTIVE DIRECTOR	35.00	Officer	$370,048	$61,728	$431,776
MARKO VUKOSAVOVIC	CHIEF FINANCIAL OFFICER	35.00	Officer	$98,595	$28,588	$127,183
LARISA MUELLER	CFO (THRU 01/23)	35.00	Officer	$18,701	$4,762	$23,463
TERESE LONCAR	CHIEF OPERATING OFFICER	35.00	Key Emp	$227,123	$70,447	$297,570
MATTHEW L SUPPA	CHIEF INFORMATION OFFICER	35.00	Key Emp	$225,418	$70,447	$295,865
JOHN PESCATORE	MANAGING DIR., PUBLISHING & CONTENT	35.00	Key Emp	$207,360	$24,321	$231,681
TARYN LISA FIORE	DIR., MEETINGS & CONFERENCES	35.00	Key Emp	$160,521	$15,985	$176,506
GABRIEL BRAMSON	TECHNICAL SOLUTIONS ARCHITECT	35.00	Highest	$200,797	$32,180	$232,977
YELENA BUNIN	INTERNET & WEB DEVELOPMENT MANAGER	35.00	Highest	$189,230	$22,258	$211,488
ALINA MATEI	DATABASE & ANALYTICS MANAGER	35.00	Highest	$156,837	$43,127	$199,964
KELLY N MITCHELL	ASSOCIATE EXEC. DIR., STRATEGY & INNOVATION	35.00	Highest	$141,475	$35,252	$176,727
GREG GEROSA	TECHNICAL OPERATIONS MANAGER	35.00	Highest	$140,275	$62,165	$202,440

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	$15,615,301	$14,295,287	$55,699,715	$1,320,014
2022	$15,199,319	$14,048,596	$50,097,041	$1,150,723
2021	$15,919,073	$10,946,646	$56,747,597	$4,972,427
2020	$12,648,000	$9,942,042	$49,856,912	$2,705,958
2019	$13,588,400	$12,392,736	$45,166,311	$1,195,664
2018	$14,547,497	$11,699,594	$38,080,159	$2,847,903

THE ACADEMY OF MANAGEMENT INC