ARMA International Educational Foundation (EIN 311556655) - 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

1997

Legal Domicile

Phone

9133413808

Tax Period

2023-07-01 to 2024-06-30

ARMA International Educational Foundation, founded in 1997, is a micro nonprofit in the Education sector that reported $79K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $14K, a strong 18% operating margin.

Mission

Generate and provide resources for education and research to affect positive change in the use, access and understanding of records and information. Provide scholarship opportunities for undergraduate and advanced degrees in records management. Conduct research on professional topics.

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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 $22,135

Program Service Revenue $0

Investment Income $56,523

Other Revenue $0

TOTAL REVENUE $78,658

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $33,726

Program Expenses $26,049

Other Expenses $64,457

TOTAL EXPENSES $64,457

Year-over-Year Comparison

	2023	2022	Change
Revenue	$78,658	$94,981	-0.2%
Expenses	$64,457	$53,407	+0.2%
Net Income	$14,201	$41,574	-0.7%

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

N/A

Employees

N/A

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
Charles Sodano	Treasurer	Director	$0	$0	$0
Anita Vannucci	Trustee	Director	$0	$0	$0
Michelle Matzae	Trustee	Director	$0	$0	$0
Kathleen Timothy	Chair-Elect	Director	$0	$0	$0
Amibabh Sirvaseav	Trustee	Director	$0	$0	$0
Robert McLauchlin	Current Chair	Director	$0	$0	$0
Brett Wise	Trustee	Director	$0	$0	$0
Joshua Bullough	Trustee	Director	$0	$0	$0
Deborah Ellis	Trustee	Director	$0	$0	$0
Nate Hughes	Trustee	Director	$0	$0	$0
Wendy McLain	Director	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	No data	No data	No data	No data
2024	$78,658	$64,457	$580,310	$14,201
2023	$94,981	$53,407	$567,609	$41,574
2021	$167,523	$15,679	$646,668	$151,844

ARMA International Educational Foundation