INTERNATIONAL ASSOCIATION OF REGISTERED (EIN 431696994) - 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

1995

Legal Domicile

Principal Officer

CHARLOTTE ISBELL

Tax Period

2023-07-01 to 2024-06-30

INTERNATIONAL ASSOCIATION OF REGISTERED, founded in 1995, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $310K, a strong 28% operating margin.

Mission

THE INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL CONSULTANTS WILL FOSTER AND ENHANCE THE GROWTH OF OUR ASSOCIATION FOR THE BENEFIT OF THE MEMBERS AND CLIENTS WE SERVE BY PROVIDING A CONTINUING SOURCE OF INFORMATION, EDUCATION AND NETWORKING.

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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 $6,900

Program Service Revenue $1,024,870

Investment Income $0

Other Revenue $68,151

TOTAL REVENUE $1,099,921

Expense Breakdown

Grants Paid $0

Salaries & Benefits $459,154

Fundraising Expenses $0

Program Expenses $402,603

Other Expenses $330,780

TOTAL EXPENSES $789,934

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,099,921	$674,722	+0.6%
Expenses	$789,934	$782,426	+0.0%
Net Income	$309,987	$-107,704	-3.9%

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

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

$111,091

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLOTTE ISBELL	CHIEF OPERATING OFFICER	38.00	Officer	$79,841	$0	$79,841
LEONARD SIMPSON	CEO	0.00	Officer	$31,250	$0	$31,250
KAI YUAN TU	TRUSTEE	0.00	Director	$0	$0	$0
H STEPHEN BAILEY	IMMEDIATE PAST CHAIR	0.00	Director	$0	$0	$0
REUBEN CHEN	TRUSTEE	0.00	Director	$0	$0	$0
MONROE DIEFENDORF	TRREASURER	0.00	Officer	$0	$0	$0
BARRY DAYLEY	CHAIR	0.00	Officer	$0	$0	$0
MICHAEL MARKEY	VICE CHAIR	0.00	Officer	$0	$0	$0
MICHELLE BLAIR	SECRETARY	0.00	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
2025	No data	No data	No data	No data
2024	$1,099,921	$789,934	$401,238	$309,987
2023	$674,722	$782,426	$395,204	$-107,704
2022	$742,506	$843,124	$473,108	$-100,618
2021	$764,979	$666,098	$688,891	$98,881
2020	$702,073	$631,084	$477,497	$70,989
2019	$815,801	$957,267	$356,139	$-141,466
2018	$860,202	$811,141	$348,774	$49,061

INTERNATIONAL ASSOCIATION OF REGISTERED