International Practice Management Association (EIN 480999691) - 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

1984

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

International Practice Management Association, founded in 1984, is a small nonprofit in the Community Improvement sector that reported $349K in total revenue in fiscal year 2023. Expenses of $307K left a modest 12% surplus.

Mission

To provide information and education for legal practice management professionals through conferences, seminars, webinars, publicaitons and chapters.

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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 $135,530

Program Service Revenue $184,515

Investment Income $918

Other Revenue $27,620

TOTAL REVENUE $348,583

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,424

Other Expenses $306,756

TOTAL EXPENSES $306,756

Year-over-Year Comparison

	2023	2022	Change
Revenue	$348,583	$328,421	+0.1%
Expenses	$306,756	$274,731	+0.1%
Net Income	$41,827	$53,690	-0.2%

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
Sarah Gans	VP Chapter Development & Supp	1.00	Director	$0	$0	$0
David Gerkin	VP Chapter Development & Supp	1.00	Director	$0	$0	$0
Pam Lehman	Executive Director	40.00	Director	$0	$0	$0
Julie Delisle	VP Chapter Development & Supp	1.00	Director	$0	$0	$0
Angela Monroe	VP Membership	1.00	Director	$0	$0	$0
Raz Yekrang-Moss	VP Communications	1.00	Director	$0	$0	$0
Huascar Matos	VP Profesisonal Development	1.00	Director	$0	$0	$0
Angela King	Director at Large	1.00	Director	$0	$0	$0
Susan Dhillon	Director at Large	1.00	Director	$0	$0	$0
Amy Bruns	Director at Large	1.00	Director	$0	$0	$0
Allison Sinclair	VP of Trade and Positions	1.00	Director	$0	$0	$0
Tracy Schumm	President Elect	2.00	Officer Director	$0	$0	$0
Tara Kim Eberhart	President	2.00	Officer Director	$0	$0	$0
Morgan Rorhofher	SecretaryTreasurer	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$348,583	$306,756	$208,952	$41,827
2022	$328,421	$274,731	$142,853	$53,690
2021	$206,468	$196,241	$87,211	$10,227
2020	$199,564	$202,001	$91,687	$-2,437
2019	$306,274	$258,650	$90,651	$47,624
2018	$279,503	$268,695	$60,287	$10,808

International Practice Management Association