SOCIETY OF GOVERNMENT MEETING PROFESSIONAL INC (EIN 382908850) - 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

1981

Legal Domicile

Principal Officer

PAMELA VALENZUELA

Phone

7035490892

Tax Period

2020-07-01 to 2021-06-30

SOCIETY OF GOVERNMENT MEETING PROFESSIONAL INC, founded in 1981, is a small nonprofit that reported $353K in total revenue in fiscal year 2020. Revenue fell 28% from the prior year — a significant decline worth monitoring.

Mission

OUR MISSION IS TO ENHANCE AND PROMOTE THE KNOWLEDGE AND EXPERTISE OF GOVERNMENT MEETING PROFESSIONALS. OUR OBJECTIVES ARE TO IMPROVE THE QUALITY OF, AND PROMOTE THE COST-EFFECTIVENESS OF, GOVERNMENT MEETINGS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $4,475

Program Service Revenue $329,355

Investment Income $18,889

Other Revenue $231

TOTAL REVENUE $352,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $192,592

Other Expenses $381,525

TOTAL EXPENSES $381,525

Year-over-Year Comparison

	2020	2019	Change
Revenue	$352,950	$487,579	-0.3%
Expenses	$381,525	$630,820	-0.4%
Net Income	$-28,575	$-143,241	-0.8%

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
ANNETTE WALLACE	PRESIDENT	10.00	Officer Director	$0	$0	$0
DINA FONG	FIRST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS MCLAUGHLIN	SECOND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHAR ALEXANDER	SECRETARY	3.00	Officer Director	$0	$0	$0
MARK RICHARDSON	TREASURER	3.00	Officer Director	$0	$0	$0
LORIE JAEGERS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE PRIBBERNOW	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN SHAFFETTE	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE MILLIGAN	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
PAMELA VALENZUELA	EXECUTIVE DIRECTOR	10.00	Officer	$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
2021	$352,950	$381,525	$485,695	$-28,575

SOCIETY OF GOVERNMENT MEETING PROFESSIONAL INC