INSTITUTE FOR SUPPLY MANAGEMENT - … - Form 990 Financial Data

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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

1955

Legal Domicile

Phone

2124507300

Tax Period

2017-07-01 to 2018-06-30

INSTITUTE FOR SUPPLY MANAGEMENT - NEW YORK INC, founded in 1955, is a small nonprofit that reported $120K in total revenue in fiscal year 2017. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $153K exceeded revenue, resulting in a 28% operating deficit.

Mission

PROVIDE EDUCATIONAL PROGRAMS AND ACTIVITIES THAT HELP ENCOURAGE, FOSTER, PROMOTE AND ADVANCE THE DEVELOPMENT OF EDUCATION IN THE FIELDS OF PURCHASING AND MATERIALS MANAGEMENT.

Program Service Accomplishments

Program 1

Expenses: $116,348

MONTHLY MEETINGS ARE PROVIDED TO ADVISE MEMBERS ON CURRENT ISSUES IN THE AREA OF PURCHASING MANAGEMENT TO FULFILL MEMBERS' EDUCATIONAL REQUIREMENTS AND PROFESSIONAL ADVANCEMENT.

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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 (2017)

Revenue Breakdown

Contributions & Grants $73,280

Program Service Revenue $42,138

Investment Income $3,312

Other Revenue $1,040

TOTAL REVENUE $119,770

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,348

Other Expenses $153,286

TOTAL EXPENSES $153,286

Year-over-Year Comparison

	2017	2016	Change
Revenue	$119,770	$185,648	-0.4%
Expenses	$153,286	$202,641	-0.2%
Net Income	$-33,516	$-16,993	+1.0%

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

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
WAYNE LEWIS COOK	Director	2.00	Director	$0	$0	$0
MELISSA DREW	Vice President	2.00	Officer Director	$0	$0	$0
GARY ANZALONE	Director	2.00	Director	$0	$0	$0
TANDRA DAVIS	Treasurer	2.00	Officer Director	$0	$0	$0
HEIDI FELIX	Director	2.00	Director	$0	$0	$0
ISSAC FANG	Director	2.00	Director	$0	$0	$0
NAVIN PERSAUD	Director	2.00	Director	$0	$0	$0
MELISSA WAHL	Vice President	2.00	Officer Director	$0	$0	$0
MICHAEL ARPINO	President	2.00	Officer Director	$0	$0	$0
JUAN MOREIRA	Director	2.00	Director	$0	$0	$0
EDWARD SANDERS	Director	2.00	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
2018	$119,770	$153,286	$115,740	$-33,516

INSTITUTE FOR SUPPLY MANAGEMENT - NEW YORK INC