Southern California Chapter of Meeting Professionals International (EIN 311011256) - 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

1981

Legal Domicile

Phone

7043338445

Tax Period

2024-01-01 to 2024-12-31

Southern California Chapter of Meeting Professionals International, founded in 1981, is a small nonprofit that reported $233K in total revenue in fiscal year 2024. Revenue surged 189% from the prior year, signaling strong growth momentum.

Mission

To Connect Meeting Professionals by providing innovative resources in a learning environment.

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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 $121,536

Program Service Revenue $69,247

Investment Income $9,712

Other Revenue $32,785

TOTAL REVENUE $233,280

Expense Breakdown

Grants Paid $2,169

Salaries & Benefits $0

Fundraising Expenses $4,770

Program Expenses $186,283

Other Expenses $237,244

TOTAL EXPENSES $239,413

Year-over-Year Comparison

	2024	2023	Change
Revenue	$233,280	$80,764	+1.9%
Expenses	$239,413	$80,612	+2.0%
Net Income	$-6,133	$152	-41.3%

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
Karly Watson	President	5.00	Officer Director	$0	$0	$0
Mai Lim	Past President	5.00	Officer Director	$0	$0	$0
Carlos Murillo	President-Elect	5.00	Officer Director	$0	$0	$0
Margaret Launzel-Pennes	VP Communicatio	5.00	Director	$0	$0	$0
Jennifer Minzey	VP Education	5.00	Director	$0	$0	$0
Debra Mategrano	VP Finance	5.00	Director	$0	$0	$0
Steve McCleave	Leadership Deve	5.00	Director	$0	$0	$0
Braidy Lee	VP Membership	5.00	Director	$0	$0	$0
Jennifer Jones	VP Education	5.00	Director	$0	$0	$0
Gaetan Mousseau	Member Recruitm	5.00	Director	$0	$0	$0
Libby Zarrahy	VP Member Care	5.00	Director	$0	$0	$0
Anna Kim	VP Social Media	5.00	Director	$0	$0	$0
Latrice Lawson	VP Special Even	5.00	Director	$0	$0	$0
Eric Engelstein	Strategic Spons	5.00	Director	$0	$0	$0
Christine Irwin	Chapter Admin	5.00	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
2024	$233,280	$239,413	$252,113	$-6,133
2023	$222,700	$183,696	$259,776	$39,004
2023	$80,764	$80,612	$258,246	$152
2022	$139,725	$207,490	$250,650	$-67,765
2021	$66,913	$141,780	$279,169	$-74,867
2020	$226,865	$222,514	$365,355	$4,351
2019	$241,726	$215,953	$362,252	$25,773

Southern California Chapter of Meeting Professionals International