SOCIETY FOR MARKETING PROFESSIONAL SERVICES (EIN 237433927) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

Marci Thompson

Phone

7036842261

Tax Period

2023-09-01 to 2024-08-31

SOCIETY FOR MARKETING PROFESSIONAL SERVICES, founded in 1973, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2020. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $3.6M left a modest 4% surplus.

Mission

SMPS provides education, training, and networking opportunities for marketing professionals primarily in the architectural, engineering and construction industries.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,753,336

Program Service Revenue $1,794,021

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,547,357

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,973,682

Fundraising Expenses $0

Program Expenses $1,219,977

Other Expenses $2,886,506

TOTAL EXPENSES $4,860,188

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,547,357	$4,803,376	-0.1%
Expenses	$4,860,188	$4,797,695	+0.0%
Net Income	$-312,831	$5,681	-56.1%

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

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

$393,352

Total Directors

Key Employees

$673,870

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marci Thompson	CEO	34	Officer Key Emp Highest	$226,390	$0	$226,390
Tina Myers	Deputy CEO	39	Officer Key Emp	$166,962	$0	$166,962
Antonio Payne	CFO	38	Key Emp	$149,994	$0	$149,994
Nandi Rice	Chief Growth Officers	40.00	Key Emp	$130,524	$0	$130,524
Ben Sawa	Director At Large	2	Director	$0	$0	$0
Dana Galvin	President	2	Officer Director	$0	$0	$0
Holly Bolton	Past President	2	Officer Director	$0	$0	$0
Paula Stamp	President Elect	2	Officer Director	$0	$0	$0
Andrea Story	Director	1	Director	$0	$0	$0
Ann Schiola	Director at Large	2	Director	$0	$0	$0
Adam Kilbourne	Treasurer	2	Officer 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
2024	$4,547,357	$4,860,188	$2,884,299	$-312,831
2023	$4,803,376	$4,797,695	$3,114,798	$5,681
2022	$4,042,829	$4,421,461	$3,042,362	$-378,632
2021	$3,752,431	$3,608,408	$3,022,357	$144,023

SOCIETY FOR MARKETING PROFESSIONAL SERVICES