INDIANA SOCIETY OF ASSOCIATION EXE… - 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

1989

Legal Domicile

Principal Officer

GRANT CARPENTER

Phone

3173284421

Tax Period

2025-01-01 to 2025-12-31

INDIANA SOCIETY OF ASSOCIATION EXECUTIVES INC, founded in 1989, is a small nonprofit that reported $209K in total revenue in fiscal year 2025. The organization ran a surplus of $66K, a strong 31% operating margin.

Mission

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

Program Service Accomplishments

Program 1

ICON 2025 (ISAE'S ANNUAL CONVENTION) 155 ATTENDEES. THE PURPOSE IS TO PROVIDE A FORUM FOR PROFESSIONAL DEVELOPMENT, EDUCATION AND NETWORKING TO IMPROVE THE MANAGEMENT SKILLS OF THE MEMBERS.

Program 2

EDUCATIONAL INITIATIVES, SUCH AS WEBINARS AND ROUNDTABLES FOCUSED ON INDUSTRY CONTENT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $208,589

Investment Income $779

Other Revenue $0

TOTAL REVENUE $209,368

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $143,650

TOTAL EXPENSES $143,650

Year-over-Year Comparison

	2025	2024	Change
Revenue	$209,368	$217,195	0.0%
Expenses	$143,650	$222,472	-0.4%
Net Income	$65,718	$-5,277	-13.5%

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
CORY MARTIN	PRESIDENT	0.25	Officer Director	$0	$0	$0
SARAH KUESTER	PRESIDENT ELECT	0.25	Officer Director	$0	$0	$0
TARA PUCKEY	IMMEDIATE PAST PRESIDENT	0.25	Officer Director	$0	$0	$0
LISA PERIUS	TREASURER	0.25	Officer Director	$0	$0	$0
SHAUN BALLARD	DIRECTOR	0.25	Director	$0	$0	$0
NICK ESTRADA	DIRECTOR	0.25	Director	$0	$0	$0
JENNA WHALEN	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
MARCY WATSON	DIRECTOR	0.25	Director	$0	$0	$0
KATIE FELTMAN	DIRECTOR	0.25	Director	$0	$0	$0
GRANT CARPENTER	EXECUTIVE DIR./SECRETARY	20.00	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
2025	$209,368	$143,650	$177,218	$65,718
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