SOCIETY FOR MAINTENANCE AND RELIABILITY PROFESSIONALS (EIN 263151121) - 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

2009

Legal Domicile

Principal Officer

ERIN ERICKSON

Phone

8009507354

Tax Period

2023-07-01 to 2024-06-30

SOCIETY FOR MAINTENANCE AND RELIABILITY PROFESSIONALS, founded in 2009, is a community nonprofit in the Community Improvement sector that reported $4.4M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $4.1M left a modest 6% surplus.

Mission

TO DEVELOP AND PROMOTE LEADERS IN RELIABILITY AND PHYSICAL ASSET MANAGEMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,237,844

Investment Income $117,933

Other Revenue $25,569

TOTAL REVENUE $4,381,346

Expense Breakdown

Grants Paid $62,128

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,075,689

TOTAL EXPENSES $4,137,817

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,381,346	$3,598,234	+0.2%
Expenses	$4,137,817	$3,294,073	+0.3%
Net Income	$243,529	$304,161	-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

150

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
PAUL CASTO	PAST CHAIR	2.00	Officer Director	$0	$0	$0
STEVE BRAGG	CHAIR	3.00	Officer Director	$0	$0	$0
DAN ANDERSON	VICE CHAIR	3.00	Officer Director	$0	$0	$0
BRANDON WEIL	SECRETARY	2.00	Officer Director	$0	$0	$0
ADRIAN MESSER	TREASURER	3.00	Officer Director	$0	$0	$0
DAVID ROSENTHAL	DIRECTOR	1.00	Director	$0	$0	$0
VICTOR MANRIQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
CHUCK JARRELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HELWIG	DIRECTOR	1.00	Director	$0	$0	$0
SARAH LUKENS	DIRECTOR	1.00	Director	$0	$0	$0
VLAD BACALU NON-VOTING	GFMAM REPRESENTATIVE	1.00	Director	$0	$0	$0
ERIN ERICKSON	EXECUTIVE DIRECTOR	35.00	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	No data	No data	No data	No data
2024	$4,381,346	$4,137,817	$4,851,303	$243,529
2023	$3,598,234	$3,294,073	$4,327,213	$304,161
2022	$3,069,944	$3,056,502	$3,816,072	$13,442
2021	$2,002,670	$2,505,493	$3,724,119	$-502,823
2020	$3,687,149	$3,460,209	$3,794,642	$226,940
2019	$3,885,428	$3,339,874	$4,083,360	$545,554
2018	$3,240,044	$2,764,424	$3,356,489	$475,620

SOCIETY FOR MAINTENANCE AND RELIABILITY PROFESSIONALS