ISM PHILADELPHIA (EIN 230992469) - 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

1927

Legal Domicile

Principal Officer

RENE POLUTAN

Phone

2154324817

Tax Period

2019-09-01 to 2020-08-31

ISM PHILADELPHIA, founded in 1927, is a micro nonprofit that reported $50K in total revenue in fiscal year 2019. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $87K exceeded revenue, resulting in a 76% operating deficit.

Mission

ISM IS A TRADE ASSOCIATION FOR PURCHASING MANAGERS. ISM S MISSION IS TO PROMOTE DIVERSITY THROUGHOUT THE SUPPLY CHAIN AND EDUCATE MOTIVATE AND PROVIDE LEADERSHIP TO ISM PHILADELPHIA MEMBER IN SUPPORT OF THE DIVERSITY AND BUSINESS DEVELOPMENT.

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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 (2019)

Revenue Breakdown

Contributions & Grants $12,755

Program Service Revenue $3,720

Investment Income $33,066

Other Revenue $0

TOTAL REVENUE $49,541

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,487

Other Expenses $87,163

TOTAL EXPENSES $87,163

Year-over-Year Comparison

	2019	2018	Change
Revenue	$49,541	$86,569	-0.4%
Expenses	$87,163	$131,554	-0.3%
Net Income	$-37,622	$-44,985	-0.2%

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

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
RENE POLUTAN	PRESIDENT	001.00	Officer	$0	$0	$0
ERICA PATTERSON	1ST VICE PRESIDENT	001.00	Officer	$0	$0	$0
JIM MORAN	TREASURER SECRETARY	001.00	Officer	$0	$0	$0
RON HEERE	IMMEDIATE PAST PRESIDENT	001.00	Officer	$0	$0	$0
FRANK JUHASZ	DIRECTOR	001.00	Officer	$0	$0	$0
CHRIS ROBERT	DIRECTOR	001.00	Officer	$0	$0	$0
STEVEN SCHWARTZ	DIRECTOR	001.00	Officer	$0	$0	$0
RACHEL CRUSCO	DIRECTOR	001.00	Officer	$0	$0	$0
MICHAEL OLIVERI	DIRECTOR	001.00	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
2020	$49,541	$87,163	$668,282	$-37,622
2019	$86,569	$131,554	$644,554	$-44,985
2018	$97,414	$117,727	$733,977	$-20,313

ISM PHILADELPHIA