INSTITUTE FOR CAREER ADVANCEMENT NEEDS (EIN 470633139) - 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

AILEEN WARREN

Phone

4023920746

Tax Period

2023-08-01 to 2024-07-31

INSTITUTE FOR CAREER ADVANCEMENT NEEDS, founded in 1981, is a community nonprofit in the Employment sector that reported $1.9M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

CONFERENCES, SPEAKING FORUMS, AND TRAINING PROGRAMS FOR CAREER ADVANCEMENT

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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 $501,400

Program Service Revenue $1,383,549

Investment Income $10,084

Other Revenue $0

TOTAL REVENUE $1,895,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $775,329

Fundraising Expenses $51,151

Program Expenses $1,587,870

Other Expenses $1,153,615

TOTAL EXPENSES $1,928,944

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,895,033	$2,128,693	-0.1%
Expenses	$1,928,944	$2,010,239	0.0%
Net Income	$-33,911	$118,454	-1.3%

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

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

$180,759

Total Directors

$180,759

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AILEEN WARREN	EXECUTIVE DIRECTOR	40.00	Officer Director	$180,759	$0	$180,759
MARSHA GRAESSER	CHAIR	0.00	Officer Director	$0	$0	$0
EMILY BLODGETT	VICE CHAIR	0.00	Officer Director	$0	$0	$0
JACKIE PUEPPKE	SECRETARY	0.00	Officer Director	$0	$0	$0
KATHY TIBKE	TRASURER	0.00	Officer Director	$0	$0	$0
TRISHA BERRY	MEMBER AT LARGE	0.00	Director	$0	$0	$0
JENNIFER BRADTMUELLER	MEMBER AT LARGE	0.00	Director	$0	$0	$0
GINA CRONICAN	MEMBER AT LARGE	0.00	Director	$0	$0	$0
LINDA CUNNINGHAM	MEMBER AT LARGE	0.00	Director	$0	$0	$0
SHARI FLOWERS	MEMBER AT LARGE	0.00	Director	$0	$0	$0
MICHAEL GEARY	MEMBER AT LARGE	0.00	Director	$0	$0	$0
KATHY HEANEY	MEMBER AT LARGE	0.00	Director	$0	$0	$0
MINJA HERIAN	MEMBER AT LARGE	0.00	Director	$0	$0	$0
KIM HESS	MEMBER AT LARGE	0.00	Director	$0	$0	$0
HELEN HRDY	MEMBER AT LARGE	0.00	Director	$0	$0	$0
DANA HULLINGER	MEMBER AT LARGE	0.00	Director	$0	$0	$0
ERIC JOHNSON	MEMBER AT LARGE	0.00	Director	$0	$0	$0
KRISTEN KAMPFE	MEMBER AT LARGE	0.00	Director	$0	$0	$0
MICHELLE KEMPKE EPPLER	MEMBER AT LARGE	0.00	Director	$0	$0	$0
SHARLYN KONFRST	MEMBER AT LARGE	0.00	Director	$0	$0	$0
MAYURA LATENSER	MEMBER AT LARGE	0.00	Director	$0	$0	$0
COLLEEN MACIEJEWSKI	MEMBER AT LARGE	0.00	Director	$0	$0	$0
AMBER PHIPPS	MEMBER AT LARGE	0.00	Director	$0	$0	$0
MCKELL PURNELL	MEMBER AT LARGE	0.00	Director	$0	$0	$0
JENNIFER RICHARDSON	MEMBER AT LARGE	0.00	Director	$0	$0	$0
TRACY ROE	MEMBER AT LARGE	0.00	Director	$0	$0	$0
MICHAEL ROGERS	MEMBER AT LARGE	0.00	Director	$0	$0	$0
KATIE SANTANA	MEMBER AT LARGE	0.00	Director	$0	$0	$0
MELISSA SMITH	MEMBER AT LARGE	0.00	Director	$0	$0	$0
RAYZA SPAULDING	MEMBER AT LARGE	0.00	Director	$0	$0	$0
LINDSEY SPEHN	MEMBER AT LARGE	0.00	Director	$0	$0	$0
LISA VANDEMARK	MEMBER AT LARGE	0.00	Director	$0	$0	$0
JONI WHEELER	MEMBER AT LARGE	0.00	Director	$0	$0	$0
LORI SNYDERTHRU 122023	MEMBER AT LARGE	0.00	Director	$0	$0	$0
MELISSA NEWTONTHRU 122023	MEMBER AT LARGE	0.00	Director	$0	$0	$0
SHASTA WRAGGE THRU 122023	MEMBER AT LARGE	0.00	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	$1,895,033	$1,928,944	$588,370	$-33,911
2023	$2,128,693	$2,010,239	$671,382	$118,454
2022	$1,943,118	$2,041,690	$555,439	$-98,572
2021	$2,084,863	$1,937,684	$723,309	$147,179
2020	$1,936,859	$1,580,329	$653,410	$356,530
2019	$2,172,287	$1,883,134	$207,909	$289,153
2018	$1,905,649	$2,030,842	$133,763	$-125,193

INSTITUTE FOR CAREER ADVANCEMENT NEEDS