INTERNATIONAL ASSOCIATION FOR STRA… - 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

2006

Legal Domicile

Principal Officer

DANIEL OMARA

Phone

8778162080

Tax Period

2024-07-01 to 2025-06-30

INTERNATIONAL ASSOCIATION FOR STRATEGY PROFESSIONALS, founded in 2006, is a small nonprofit in the Community Improvement sector that reported $482K in total revenue in fiscal year 2024.

Mission

TO ENCOURAGE THE DEVELOPMENT AND PRACTICE OF STRATEGIC PLANNING PROCESSES BY CORPORATIONS, ENTREPRENEURIAL BUSINESSES AND NOT-FOR-PROFIT ORGANIZATIONS BY FOSTERING AND DISSEMINATING THE LATEST IDEAS AND TECHNIQUES FOR FORMULATING AND IMPLEMENTING STRATEGIES.

Program Service Accomplishments

Program 1

THE ORGANIZATION CONDUCTED CHAPTER PROGRAMS RELEVANT TO STRATEGIC PLANNING.

Program 2

THE ORGANIZATION CONDUCTED AN ANNUAL TWO AND A HALF DAY CONFERENCE ON ISSUES OF STRATEGIC PLANNING.

Program 3

PRODUCED PROFESSIONAL PUBLICATIONS, INCLUDING E MAGAZINE FOR MEMBERS, "THE STRATEGIC EDGE".

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $482,391

Investment Income $22

Other Revenue $3

TOTAL REVENUE $482,416

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $474,056

TOTAL EXPENSES $474,056

Year-over-Year Comparison

	2024	2023	Change
Revenue	$482,416	$491,047	0.0%
Expenses	$474,056	$391,481	+0.2%
Net Income	$8,360	$99,566	-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

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
DANIEL OMARA	PRESIDENT	30.00	Officer Director	$0	$0	$0
JO DEE MARTINEZ	VICE PRESIDENT	15.00	Officer Director	$0	$0	$0
CURTIS CORNELSSEN	TREASURER	15.00	Officer Director	$0	$0	$0
STEPHANIE KUSIBAB	SECRETARY	15.00	Officer Director	$0	$0	$0
MONICA ALLEN	IMMEDIATE PAST PRESIDENT	15.00	Director	$0	$0	$0
ABDULLAH AL-MOFLEH	DIRECTOR	15.00	Director	$0	$0	$0
FRANCES BELLOWS	DIRECTOR	15.00	Director	$0	$0	$0
EDUARDO PACHECO	DIRECTOR	15.00	Director	$0	$0	$0
APRIL DECREASCENTIS	DIRECTOR	15.00	Director	$0	$0	$0
STACYE BRIM	DIRECTOR	15.00	Director	$0	$0	$0
LINDA GATES	DIRECTOR	15.00	Director	$0	$0	$0
SHANNON HEUBERGER	DIRECTOR	15.00	Director	$0	$0	$0
TAMARA HIGHSMITH	DIRECTOR	15.00	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
2025	$482,416	$474,056	$357,608	$8,360
2024	$491,047	$391,481	$283,615	$99,566
2023	$362,300	$398,348	$168,695	$-36,048
2022	$326,346	$267,165	$197,144	$59,181
2021	$300,910	$318,607	$154,112	$-17,697
2020	$163,431	$334,281	$201,013	$-170,850
2019	$395,611	$379,649	$298,888	$15,962

INTERNATIONAL ASSOCIATION FOR STRATEGY PROFESSIONALS