INCENTIVE MARKETING ASSOCIATION

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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

1998

Legal Domicile

Principal Officer

JIM ATTEN

Phone

9529284649

Tax Period

2023-01-01 to 2023-12-31

INCENTIVE MARKETING ASSOCIATION, founded in 1998, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 5% surplus.

Mission

TO EDUCATE AND UPDATE MEMBERS OF THE INCENTIVE MARKETING INDUSTRY.

Program Service Accomplishments

Program 1

Expenses: $322,812 Revenue: $522,902

SUMMIT CONFERENCE TO EDUCATE AND UPDATE MEMBERS OF THE INCENTIVE MARKETING INDUSTRY.

Program 2

Expenses: $89,236 Revenue: $140,593

IMRA CONFERENCE TO PROVIDE NETWORKING AND EDUCATIONAL OPPORTUNITIES TO MEMBERS OF THE IMRA STRATEGIC INDUSTRY GROUP.

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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 $356,483

Program Service Revenue $896,876

Investment Income $4,997

Other Revenue $29,486

TOTAL REVENUE $1,287,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $412,048

Other Expenses $1,227,806

TOTAL EXPENSES $1,227,806

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,287,842	$1,025,723	+0.3%
Expenses	$1,227,806	$985,511	+0.2%
Net Income	$60,036	$40,212	+0.5%

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
FINTAN CONNOLLY	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
JIM ATTEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFFREY BRENNER	EXECUTIVE VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
YESHA BANSAL	DIRECTOR	2.00	Director	$0	$0	$0
KATE FABIENKE	DIRECTOR	2.00	Director	$0	$0	$0
AGNES FASANO	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN DODDS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID GOULD	DIRECTOR	2.00	Director	$0	$0	$0
JEN BRUMLEY	TREASURER	2.00	Officer Director	$0	$0	$0
PETER FRIEND	DIRECTOR	2.00	Director	$0	$0	$0
KAREN GRAY	DIRECTOR	2.00	Director	$0	$0	$0
ORAN NEVIN	SECRETARY	2.00	Officer Director	$0	$0	$0
MIKE DONNELLY	DIRECTOR	2.00	Director	$0	$0	$0
MATT KERPER	DIRECTOR	2.00	Director	$0	$0	$0
LORE RINCON	DIRECTOR	2.00	Director	$0	$0	$0
TASHA SHARP	DIRECTOR	2.00	Director	$0	$0	$0
JULIE BARBIER-LEBLAN	DIRECTOR	2.00	Director	$0	$0	$0
R SCOTT RUSSELL	DIRECTOR	2.00	Director	$0	$0	$0
LINCOLN SMITH	DIRECTOR	2.00	Director	$0	$0	$0
CINDY MIELKE	DIRECTOR	2.00	Director	$0	$0	$0
HOLLIS THORNTON	DIRECTOR	2.00	Director	$0	$0	$0
SARAH KUNARD	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW JOHNSON	DIRECTOR	2.00	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	No data	No data	No data	No data
2023	$1,287,842	$1,227,806	$633,723	$60,036
2022	$1,025,723	$985,511	$590,932	$40,212
2021	$750,769	$780,789	$528,577	$-30,020
2020	$417,733	$440,944	$612,165	$-23,211
2019	$906,271	$950,509	$598,311	$-44,238