Institute for Supply Management - Chicago Inc (EIN 361653394) - 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

1913

Legal Domicile

Principal Officer

Sarah Monroe President

Phone

8472981940

Tax Period

2024-06-01 to 2025-05-31

Institute for Supply Management - Chicago Inc, founded in 1913, is a small nonprofit that reported $217K in total revenue in fiscal year 2024. The organization ran a surplus of $91K, a strong 42% operating margin.

Mission

The Association is dedicated to strengthening the procurement community through education, research, and communication to lead supply management in the midwest through ethics, professionalism, education, research, and networking.

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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 $0

Program Service Revenue $129,448

Investment Income $87,958

Other Revenue $0

TOTAL REVENUE $217,406

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $126,653

TOTAL EXPENSES $126,653

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,406	$228,207	0.0%
Expenses	$126,653	$132,920	0.0%
Net Income	$90,753	$95,287	0.0%

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
Sarah Monroe	President	5.00	Officer Director	$0	$0	$0
Jennifer Stell	Executive Vice President	2.00	Officer Director	$0	$0	$0
Desen Lu	Senior Vice President	2.00	Officer Director	$0	$0	$0
Angie Berlanga	Secretary/Treasurer	3.00	Officer Director	$0	$0	$0
Robert Mietus	Director	2.00	Director	$0	$0	$0
Brandon Hummons	Director	1.00	Director	$0	$0	$0
Sam Cagle	Director	1.00	Director	$0	$0	$0
Shaun Jones	Immediate Past President	1.00	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	$217,406	$126,653	$954,743	$90,753
2024	$228,207	$132,920	$860,837	$95,287
2023	$114,005	$107,377	$762,216	$6,628
2022	$78,573	$90,840	$755,588	$-12,267
2021	$185,202	$76,586	$767,855	$108,616
2020	$155,743	$115,693	$659,239	$40,050
2019	$170,641	$168,010	$619,189	$2,631

Institute for Supply Management - Chicago Inc