MICHIGAN SOCIETY OF ASSOCIATION EXECUTIVES (EIN 381541487) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

DONNA OSER

Phone

5172253886

Tax Period

2023-10-01 to 2024-09-30

MICHIGAN SOCIETY OF ASSOCIATION EXECUTIVES, founded in 1957, is a small nonprofit that reported $450K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year.

Mission

TO PROMOTE ASSOCIATION MANAGEMENT AS A PROFESSION AND TO EDUCATE MEMBERS AND THE PUBLIC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $386,697

Investment Income $5,982

Other Revenue $57,675

TOTAL REVENUE $450,354

Expense Breakdown

Grants Paid $0

Salaries & Benefits $228,709

Fundraising Expenses $0

Other Expenses $219,188

TOTAL EXPENSES $447,897

Year-over-Year Comparison

	2023	2022	Change
Revenue	$450,354	$537,533	-0.2%
Expenses	$447,897	$491,571	-0.1%
Net Income	$2,457	$45,962	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$147,579

Total Directors

$147,579

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA OSER CAE	PRESIDENT & CEO	48.00	Officer Director	$140,000	$7,579	$147,579
ARAH JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BUCKENBERGER	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE DENYER	DIRECTOR	1.00	Director	$0	$0	$0
DELANEY MCKINLEY	DIRECTOR	1.00	Director	$0	$0	$0
ERIN MCDONOUGH	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELEN TIMM	DIRECTOR	1.00	Director	$0	$0	$0
JIMMY E GREENE	DIRECTOR	1.00	Director	$0	$0	$0
MARY CHRIS HOTCHKISS	DIRECTOR	1.00	Director	$0	$0	$0
SAMUEL KLEMET	DIRECTOR	1.00	Director	$0	$0	$0
BOB DOYLE	SECRETARY	2.00	Officer Director	$0	$0	$0
STEPHEN PONTONI	TREASURER	3.00	Officer Director	$0	$0	$0
JEAN ELIZABETH JERNIGAN	CHAIR ELECT	2.00	Officer Director	$0	$0	$0
JOHN TRAMONTANA	CHAIR	2.00	Officer Director	$0	$0	$0
SCOTT T ELLIS	IMMEDIATE PAST CHAIR	2.00	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
2024	$450,354	$447,897	$441,620	$2,457
2023	$537,533	$491,571	$345,668	$45,962
2022	$569,240	$629,868	$306,643	$-60,628
2021	$448,278	$615,895	$377,636	$-167,617
2020	$681,857	$725,850	$672,495	$-43,993
2019	$965,283	$981,620	$685,378	$-16,337
2018	$1,069,202	$1,068,187	$687,653	$1,015

MICHIGAN SOCIETY OF ASSOCIATION EXECUTIVES