INSTITUTE OF CERTIFIED RECORDS MANAGERS (EIN 510138974) - 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

1975

Legal Domicile

Principal Officer

MELISSA DEDERER

Phone

8772443128

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE OF CERTIFIED RECORDS MANAGERS, founded in 1975, is a small nonprofit that reported $300K in total revenue in fiscal year 2024. Expenses of $261K left a modest 13% surplus.

Mission

DEVELOP AND ADMINISTER THE PROGRAM FOR PROFESSIONAL CERTIFICATION OF RECORDS MANAGERS, INCLUDING CERTIFICATION EXAMINATIONS AND A CERTIFICATION MAINTENANCE PROGRAM.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,663

Program Service Revenue $283,403

Investment Income $10,359

Other Revenue $738

TOTAL REVENUE $300,163

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $261,477

TOTAL EXPENSES $261,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$300,163	$314,523	0.0%
Expenses	$261,477	$253,683	+0.0%
Net Income	$38,686	$60,840	-0.4%

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

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
CAROLINE WALTERS	CHAIR	1.00	Officer Director	$0	$0	$0
TIM O'TOOLE	PRESELECT/TREAS	1.00	Officer Director	$0	$0	$0
SUSAN MARIN	Director	1.00	Director	$0	$0	$0
MELISSA DEDERER	President	1.00	Officer Director	$0	$0	$0
SHERI NYSTEDT	Director	1.00	Director	$0	$0	$0
BRENT GATEWOOD	FIRECTOR	1.00	Director	$0	$0	$0
TODD KLEINE	Director	1.00	Director	$0	$0	$0
KIERSTEN MCAVOY	Director	1.00	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	$300,163	$261,477	$689,254	$38,686
2023	$314,523	$253,683	$660,942	$60,840
2022	$270,230	$207,836	$603,475	$62,394
2021	$298,608	$196,221	$520,829	$102,387
2020	$252,571	$179,000	$436,942	$73,571
2019	$274,391	$291,348	$363,371	$-16,957
2018	$282,067	$251,224	$380,328	$30,843

INSTITUTE OF CERTIFIED RECORDS MANAGERS