Society of Government Meeting Professionals (EIN 521343672) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

Kathleen Herndon

Tax Period

2022-07-01 to 2023-06-30

SOCIETY OF GOVERNMENT MEETING PROFESSIONALS INC (SGMP), founded in 1981, is a small nonprofit that reported $900K in total revenue in fiscal year 2017. The organization ran a surplus of $223K, a strong 25% operating margin.

Mission

Our mission is to enhance and promote the knowledge and expertise of government meeting professionals. Our objectives are to improve the quality of and promote the cost-effectiveness of government meetings.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $85

Program Service Revenue $575,873

Investment Income $5,909

Other Revenue $19,581

TOTAL REVENUE $601,448

Expense Breakdown

Grants Paid $520

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $521,714

TOTAL EXPENSES $522,234

Year-over-Year Comparison

	2022	2021	Change
Revenue	$601,448	$590,599	+0.0%
Expenses	$522,234	$749,286	-0.3%
Net Income	$79,214	$-158,687	-1.5%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

216

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
ZondraJones	Director	1.00	Director	$0	$0	$0
Christine Pribbernow	Director	1.00	Director	$0	$0	$0
SusanShaffette	Director	1.00	Director	$0	$0	$0
Michelle Chiaravalli	Immediate Past President	3.00	Director	$0	$0	$0
AnnetteWallace	President	10.00	Officer Director	$0	$0	$0
MarkRichardson	Treasurer	3.00	Officer Director	$0	$0	$0
DinaFong	First Vice President	1.00	Officer Director	$0	$0	$0
LaurenLariviere	Secretary	3.00	Officer Director	$0	$0	$0
Christopher McLaughlin	Second Vice President	1.00	Officer Director	$0	$0	$0
Kathleen Herndon	Executive Director	50.00	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	No data	No data	No data	No data
2023	$601,448	$522,234	$433,272	$79,214
2022	$590,599	$749,286	$358,915	$-158,687
2020	$487,579	$630,820	$561,812	$-143,241
2019	$1,037,208	$891,799	$898,765	$145,409
2018	$899,726	$677,061	$603,797	$222,665

Society of Government Meeting Professionals