INSTITUTE FOR THE STUDY OF KNOWLEDGE MANAGEMENT EDUCATION

EIN: 412045091 501(c)(3) Education

HALF MOON BAY, CA

Total Revenue
$2,759,821
Total Expenses
$2,540,077
Total Assets
$980,749
Net Assets
$423,112
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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
2002
Legal Domicile
CA
Principal Officer
LISA PETRIDES
Phone
9176027704
Tax Period
2023-01-01 to 2023-12-31

INSTITUTE FOR THE STUDY OF KNOWLEDGE MANAGEMENT EDUCATION, founded in 2002, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $2.5M left a modest 8% surplus.

Mission

ISKME's mission is to make learning and knowledge-sharing participatory, equitable and open.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,213,244
Program Service Revenue $1,532,916
Investment Income $1,727
Other Revenue $11,934
TOTAL REVENUE $2,759,821

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,470,120
Fundraising Expenses $191,742
Program Expenses $2,142,638
Other Expenses $1,069,957
TOTAL EXPENSES $2,540,077

Year-over-Year Comparison

2023 2022 Change
Revenue $2,759,821 $2,441,703 +0.1%
Expenses $2,540,077 $2,378,814 +0.1%
Net Income $219,744 $62,889 +2.5%
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

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Governance

Voting Members
10
Independent Members
10
Employees
20
Volunteers
4

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
4
$347,362
Total Directors
10
$188,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA PETRIDES President 40.00
Officer Director
$188,000 $0 $188,000
ANOOP ARYAL SENIOR SOFTWARE 40.00
Officer
$159,362 $0 $159,362
JASON GOECKE Treasurer 2.00
Officer Director
$0 $0 $0
MARK MILLIRON BOARD MEMBER 2.00
Director
$0 $0 $0
SHARON DAHL BOARD MEMBER 2.00
Director
$0 $0 $0
STEVE ELKES BOARD MEMBER 2.00
Director
$0 $0 $0
ALEX FIELDING BOARD MEMBER 2.00
Director
$0 $0 $0
JONAH HOUSTON BOARD MEMBER 2.00
Director
$0 $0 $0
STEVE SCHOETTLER BOARD MEMBER 2.00
Director
$0 $0 $0
ANDREEA SERBAN BOARD MEMBER 2.00
Director
$0 $0 $0
RAMONA THOMAS Secretary 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 No data No data No data No data
2023 $2,759,821 $2,540,077 $980,749 $219,744
2023 $2,212,394 $2,540,077 $480,749 $-327,683
2022 $2,441,703 $2,378,814 $560,455 $62,889
2021 $2,708,496 $2,496,349 $612,679 $212,147
2020 $2,472,419 $2,249,872 $778,094 $222,547
2019 $2,249,847 $2,476,436 $554,221 $-226,589
2018 $2,068,216 $1,982,227 $673,158 $85,989
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