INDIANA SOCIETY OF ASSOCIATION EXECUTIVES INC (EIN 237130850) - 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

1989

Legal Domicile

Principal Officer

GRANT CARPENTER

Phone

3173284421

Tax Period

2024-01-01 to 2024-12-31

INDIANA SOCIETY OF ASSOCIATION EXECUTIVES INC, founded in 1989, is a small nonprofit that reported $217K in total revenue in fiscal year 2024.

Mission

SUPPORTS AND STRENGTHENS THE SUCCESS OF ASSOCIATION PROFESSIONALS AND THE ASSOCIATIONS THEY SERVE.

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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 $214,926

Investment Income $2,035

Other Revenue $234

TOTAL REVENUE $217,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $222,472

TOTAL EXPENSES $222,472

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,195	$204,715	+0.1%
Expenses	$222,472	$241,767	-0.1%
Net Income	$-5,277	$-37,052	-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
TARA PUCKEY	PRESIDENT	0.25	Officer Director	$0	$0	$0
CORY MARTIN	PRESIDENT ELECT	0.25	Officer Director	$0	$0	$0
JOE SKEEL	IMMEDIATE PAST PRESIDENT	0.25	Officer Director	$0	$0	$0
SARAH KUESTER	TREASURER	0.25	Officer Director	$0	$0	$0
LISA PERIUS	DIRECTOR	0.25	Director	$0	$0	$0
KRISTEN SPRIGGS	DIRECTOR	0.25	Director	$0	$0	$0
LASHANTA VAUGHN	DIRECTOR	0.25	Director	$0	$0	$0
KIM PAUGH	DIRECTOR	0.25	Director	$0	$0	$0
MICHAEL GEORGE	DIRECTOR	0.25	Director	$0	$0	$0
JAY DZIWLIK	DIRECTOR	0.25	Director	$0	$0	$0
JAYME LITTLE	DIRECTOR	0.25	Director	$0	$0	$0
MARY WATSON	DIRECTOR	0.25	Director	$0	$0	$0
KATIE FELTMAN	DIRECTOR	0.25	Director	$0	$0	$0
GRANT CARPENTER	EXECUTIVE DIR./SECRETARY	30.00	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
2024	$217,195	$222,472	$81,703	$-5,277
2023	$204,715	$241,767	$98,101	$-37,052
2022	$196,676	$243,530	$138,329	$-46,854
2021	$204,579	$226,488	$197,418	$-21,909
2020	$176,953	$222,083	$211,395	$-45,130
2019	$220,501	$248,872	$234,457	$-28,371
2018	$223,609	$247,796	$232,840	$-24,187

INDIANA SOCIETY OF ASSOCIATION EXECUTIVES INC