Meeting Professionals International Northern CA (EIN 311033129) - 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

1978

Legal Domicile

Principal Officer

Kim Stoermer

Phone

9169199604

Tax Period

2025-01-01 to 2025-12-31

Meeting Professionals International Northern CA, founded in 1978, is a small nonprofit in the Community Improvement sector that reported $194K in total revenue in fiscal year 2025. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 16% operating margin.

Mission

TO SERVICE THE DIVERSE NEEDS OF ITS MEMBERS BY PROVIDING EDUCATIONAL AND LEADERSHIP OPPORTUNITIES, PROMOTING INDUSTRY PARTNERSHIPS, AND DEMONSTRATING COMMITMENT TO EXCELLENCE IN MEETINGS.

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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 $30,295

Program Service Revenue $168,668

Investment Income $0

Other Revenue $-4,663

TOTAL REVENUE $194,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $729

Other Expenses $162,744

TOTAL EXPENSES $162,744

Year-over-Year Comparison

	2025	2024	Change
Revenue	$194,300	$160,405	+0.2%
Expenses	$162,744	$155,004	+0.0%
Net Income	$31,556	$5,401	+4.8%

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

100

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
Neil Adams	Immediate Past President	5.00	Officer Director	$0	$0	$0
Kim Stoermer	President	5.00	Officer Director	$0	$0	$0
Lisa Aquino	VP of Education	5.00	Officer Director	$0	$0	$0
Eddie Kertel	President-Elect	5.00	Officer Director	$0	$0	$0
Vivian Perez	Director	5.00	Director	$0	$0	$0
Elaine Herman	Director	5.00	Director	$0	$0	$0
Andrew Verducci	Director	5.00	Director	$0	$0	$0
Jazlyn Hoover	VP Membership	5.00	Officer Director	$0	$0	$0
Kathy Newby	Director	5.00	Director	$0	$0	$0
Shelbi Quintana	VP of Communications	5.00	Officer Director	$0	$0	$0
Simone Papapietro	VP of Finance	5.00	Officer Director	$0	$0	$0
Melanie Lucero	Director	5.00	Director	$0	$0	$0
Chio Aguirre	Director	5.00	Director	$0	$0	$0
Danielle Restaino Walters	VP Annual Conference & Expo	5.00	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
2025	$194,300	$162,744	$402,989	$31,556
2024	$160,405	$155,004	$340,218	$5,401
2023	$299,074	$313,703	$290,022	$-14,629
2023	$82,341	$86,345	$332,337	$-4,004
2022	$337,652	$348,414	$296,551	$-10,762
2021	$101,587	$232,529	$323,422	$-130,942
2020	$152,353	$393,688	$491,156	$-241,335
2019	$606,787	$556,079	$711,927	$50,708

Meeting Professionals International Northern CA