INSTITUTE FOR OPERATIONS RESEARCH AND THE MANAGEMENT SCIENCES (EIN 521898636) - 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

ELENA GERSTMANN

Phone

4437573500

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE FOR OPERATIONS RESEARCH AND THE MANAGEMENT SCIENCES, founded in 1995, is a mid-sized nonprofit in the Social Science sector that reported $16.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $15.6M left a modest 3% surplus.

Mission

TO ADVANCE THE SCIENCE & PRACTICE OF OPERATIONS RESEARCH, ANALYTICS, AND MANAGEMENT SCIENCE.

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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 $131,349

Program Service Revenue $14,184,067

Investment Income $802,316

Other Revenue $1,093,569

TOTAL REVENUE $16,211,301

Expense Breakdown

Grants Paid $282,449

Salaries & Benefits $5,347,706

Fundraising Expenses $0

Program Expenses $14,402,409

Other Expenses $10,014,937

TOTAL EXPENSES $15,645,092

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,211,301	$14,608,514	+0.1%
Expenses	$15,645,092	$14,851,026	+0.1%
Net Income	$566,209	$-242,512	-3.3%

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

4500

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

$374,584

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE SWANN	PRESIDENT	6.00	Officer Director	$0	$0	$0
DAVID HUNT	PRESIDENT-ELECT	6.00	Officer Director	$0	$0	$0
LAURA ALBERT	PAST PRESIDENT	6.00	Officer Director	$0	$0	$0
MARK LEWIS	SECRETARY	6.00	Officer Director	$0	$0	$0
SUSAN MARTONOSI	TREASURER	6.00	Officer Director	$0	$0	$0
MIGUEL ANJOS	VP, INTERNATIONAL ACTIVITIES	6.00	Director	$0	$0	$0
ILLYA HICKS	VP, EDUCATION	6.00	Director	$0	$0	$0
WARREN HEARNES	VP, TECHNOLOGY STRATEGY	6.00	Director	$0	$0	$0
ROBIN LOUGEE	VP, PRACTICE	6.00	Director	$0	$0	$0
ANAHITA KHOJANDI	VP, MEMBERSHIP & PROFESSIONAL	6.00	Director	$0	$0	$0
ARIELA SOFER	VP, MEETINGS	6.00	Director	$0	$0	$0
MARK SQUILLANTE	VP, SECTIONS & SOCIETIES	6.00	Director	$0	$0	$0
TINGLONG DAI	VP, MARKETING, COMMUNICATION	6.00	Director	$0	$0	$0
CHRIS TANG	VP, PUBLICATIONS	6.00	Director	$0	$0	$0
VINOD CHERIYAN	VP, CHAPTERS AND FORUMS	6.00	Director	$0	$0	$0
ELENA A GERSTMANN	EXECUTIVE DIRECTOR	40.00	Officer	$324,159	$50,425	$374,584
JOHN KING	DIRECTOR, IT	40.00	Highest	$197,511	$11,710	$209,221
JEFFREY M COHEN	CHIEF STRATEGY & INNOVATION	40.00	Highest	$191,100	$20,796	$211,896
KYLE JORDAN	DIRECTOR, MEETINGS	40.00	Highest	$174,199	$12,863	$187,062
REGINA M LLOYD	CHIEF HUMAN RESOURCES OFFICER	40.00	Highest	$166,681	$36,129	$202,810
MARY T MAGROGAN	DIRECTOR, RECOGNITION & DEVELOPMENT	40.00	Highest	$155,033	$17,664	$172,697

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	$16,211,301	$15,645,092	$31,996,807	$566,209
2023	$14,608,514	$14,851,026	$25,725,358	$-242,512
2023	$14,608,514	$14,851,026	$25,725,358	$-242,512
2022	$12,689,693	$14,548,260	$24,048,596	$-1,858,567
2021	$15,117,457	$13,508,566	$26,434,538	$1,608,891
2020	$11,337,381	$12,138,506	$24,446,454	$-801,125
2019	$15,697,622	$15,406,398	$25,013,130	$291,224
2018	$14,181,637	$13,158,494	$22,197,296	$1,023,143

INSTITUTE FOR OPERATIONS RESEARCH AND THE MANAGEMENT SCIENCES