STRATEGIC MANAGEMENT SOCIETY INC (EIN 311051434) - 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

1983

Legal Domicile

Principal Officer

BARBARA GROBICKI

Phone

3124926224

Tax Period

2025-01-01 to 2025-12-31

STRATEGIC MANAGEMENT SOCIETY INC, founded in 1983, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2025. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $2.6M left a modest 8% surplus.

Mission

STRATEGIC MANAGEMENT RESEARCH AND EDUCATION

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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 $2,288,791

Investment Income $514,394

Other Revenue $0

TOTAL REVENUE $2,803,185

Expense Breakdown

Grants Paid $202,643

Salaries & Benefits $820,208

Fundraising Expenses $0

Program Expenses $1,672,106

Other Expenses $1,559,996

TOTAL EXPENSES $2,582,847

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,803,185	$2,587,395	+0.1%
Expenses	$2,582,847	$2,298,075	+0.1%
Net Income	$220,338	$289,320	-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

Volunteers

1750

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

$296,956

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MYLES SHAVER	PRESIDENT	6.00	Officer Director	$0	$0	$0
RICHARD WHITTINGTON	PRESIDENT-ELECT	4.00	Officer Director	$0	$0	$0
YAN ANTHEA ZHANG	PAST-PRESIDENT	4.00	Officer Director	$0	$0	$0
CRAIG CROSSLAND	TREASURER	4.00	Officer Director	$0	$0	$0
MICHAEL MOESGAARD ANDERSEN	DIRECTOR	2.00	Director	$0	$0	$0
SEKOU BERMISS	DIRECTOR	2.00	Director	$0	$0	$0
RODOLPHE DURAND	DIRECTOR	2.00	Director	$0	$0	$0
SAMINA KARIM	DIRECTOR	2.00	Director	$0	$0	$0
RIITTA KATILA	DIRECTOR	2.00	Director	$0	$0	$0
ASEEM KAUL	DIRECTOR	2.00	Director	$0	$0	$0
PAUL MANG	DIRECTOR	2.00	Director	$0	$0	$0
GIADA DI STEFANO	DIRECTOR	2.00	Director	$0	$0	$0
ANU WADHWA	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA GROBICKI	EXECUTIVE DIRECTOR	40.00	Officer	$286,127	$10,829	$296,956

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	$2,803,185	$2,582,847	$10,497,968	$220,338
2024	$2,587,395	$2,298,075	$9,577,139	$289,320
2023	$2,370,985	$2,677,631	$8,840,798	$-306,646
2022	$2,747,459	$2,316,237	$8,360,713	$431,222
2021	$1,682,057	$1,361,257	$9,522,365	$320,800
2020	$1,501,206	$1,430,032	$8,732,779	$71,174
2019	$2,590,707	$2,158,059	$7,829,886	$432,648
2018	$2,646,978	$2,635,893	$6,825,751	$11,085

STRATEGIC MANAGEMENT SOCIETY INC