INVESTMENT RECOVERY 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

1985

Legal Domicile

Principal Officer

JANE MALE CAE

Phone

8165615323

Tax Period

2024-01-01 to 2024-12-31

INVESTMENT RECOVERY ASSOCIATION, founded in 1985, is a small nonprofit that reported $456K in total revenue in fiscal year 2024.

Mission

STUDY OF INVESTMENT RECOVERY(RECYCLING)

Program Service Accomplishments

Program 1

Expenses: $272,895

THE ORGANIZATION CONDUCTED SEMINARS AND TRADE CONFERENCES AND PUBLISHED INFORMATION FOR THE BENEFIT OF MEMBERS AND OTHER INTERESTED PARTIES REGARDING DISPOSITION OF RECYCLABLE PRODUCTS, CAPITAL...

THE ORGANIZATION CONDUCTED SEMINARS AND TRADE CONFERENCES AND PUBLISHED INFORMATION FOR THE BENEFIT OF MEMBERS AND OTHER INTERESTED PARTIES REGARDING DISPOSITION OF RECYCLABLE PRODUCTS, CAPITAL ASSETS, AND SURPLUS MATERIALS.

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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 $409,608

Investment Income $23,464

Other Revenue $22,800

TOTAL REVENUE $455,872

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $272,895

Other Expenses $478,351

TOTAL EXPENSES $478,351

Year-over-Year Comparison

	2024	2023	Change
Revenue	$455,872	$456,447	0.0%
Expenses	$478,351	$418,423	+0.1%
Net Income	$-22,479	$38,024	-1.6%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN BEHM	DIRECTOR	N/A	Director	$0	$0	$0
JANE MALE CAE	EXEC. DIR	N/A	Officer Director	$0	$0	$0
MARK HUTSON	DIRECTOR	N/A	Director	$0	$0	$0
JUSTIN MCCABE	SECRETARY/ T	N/A	Director	$0	$0	$0
GEORGE RHEUBOTTOM	PRESIDENT	N/A	Director	$0	$0	$0
SAMMY ROGERS	DIRECTOR	N/A	Director	$0	$0	$0
CALEB RUTLEDGE	DIRECTOR	N/A	Director	$0	$0	$0
NATHAN WASHINGTON	DIRECTOR	N/A	Director	$0	$0	$0
KIM WEITZEL	ADMIN ASSIST	N/A	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	$455,872	$478,351	$876,008	$-22,479
2023	$456,447	$418,423	$890,864	$38,024
2022	$466,467	$422,169	$812,597	$44,298
2021	$251,555	$322,396	$832,037	$-70,841
2020	$151,680	$223,404	$938,586	$-71,724
2019	$459,706	$424,241	$1,031,757	$35,465
2018	$444,777	$375,651	$1,007,488	$69,126