INSTITUTE OF INTERNAL AUDITORS PHILADELPHIA CHAPTER (EIN 236423737) - 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

1943

Principal Officer

LYZBETH NOEL

Phone

6106628074

Tax Period

2024-06-01 to 2025-05-31

INSTITUTE OF INTERNAL AUDITORS PHILADELPHIA CHAPTER, founded in 1943, is a small nonprofit that reported $179K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $227K exceeded revenue, resulting in a 27% operating deficit.

Mission

TO PROVIDE EDUCATIONAL SEMINARS AND TRAINING SEMINARS TO THE MEMBERS OF OUR ORGANIZATION AND NON-MEMBERS IN THE INTERNAL AUDITING PROFESSION.

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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 $10,691

Program Service Revenue $167,773

Investment Income $67

Other Revenue $0

TOTAL REVENUE $178,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $167,647

Other Expenses $226,652

TOTAL EXPENSES $226,652

Year-over-Year Comparison

	2024	2023	Change
Revenue	$178,531	$246,971	-0.3%
Expenses	$226,652	$229,920	0.0%
Net Income	$-48,121	$17,051	-3.8%

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
Greg Dusing	Vice President	8.00	Director	$0	$0	$0
LYZBETH NOEL	President	8.00	Director	$0	$0	$0
LEE D'AMBROSIO	Vice President	8.00	Director	$0	$0	$0
ELIZABETH GULLA	Treasurer	8.00	Director	$0	$0	$0
Todd Garfield	communications	8.00	Director	$0	$0	$0
Marc Lyman	Secretary	8.00	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	$178,531	$226,652	$118,330	$-48,121
2024	$246,971	$229,920	$166,451	$17,051
2023	$210,062	$319,454	$149,400	$-109,392
2022	$158,222	$136,893	$258,792	$21,329
2021	$135,199	$77,870	$237,463	$57,329
2020	$343,502	$444,866	$180,134	$-101,364
2019	$351,347	$399,304	$281,498	$-47,957

INSTITUTE OF INTERNAL AUDITORS PHILADELPHIA CHAPTER