Independent Energy Human Resources Assoc Formerly IPHRA (EIN 521949443) - 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

1989

Legal Domicile

Principal Officer

Karen Lombardi

Phone

4438231234

Tax Period

2024-01-01 to 2024-12-31

Independent Energy Human Resources Assoc Formerly IPHRA, founded in 1989, is a small nonprofit that reported $164K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $186K exceeded revenue, resulting in a 14% operating deficit.

Mission

Provide opportunities for Human Resources professionals in the independent energy industry to meet and exchange ideas.

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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 $0

Program Service Revenue $163,750

Investment Income $20

Other Revenue $0

TOTAL REVENUE $163,770

Expense Breakdown

Grants Paid $0

Salaries & Benefits $68,200

Fundraising Expenses $0

Program Expenses $88,481

Other Expenses $118,182

TOTAL EXPENSES $186,382

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,770	$183,436	-0.1%
Expenses	$186,382	$141,827	+0.3%
Net Income	$-22,612	$41,609	-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

N/A

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

$68,200

Total Directors

$68,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Lombardi	Executive Director	040.00	Officer Director Highest	$68,200	$0	$68,200
Audrey Airey	HR Manager, NAES	001.00	Officer Director	$0	$0	$0
Kyle Adler	VP Conf Planning	001.00	Officer Director	$0	$0	$0
Alex Antestenis	HR Director, Petro China	001.00	Officer Director	$0	$0	$0
Michael Wood	HR Director, Dashiell	001.00	Officer Director	$0	$0	$0
Carol Laumann	Secretary	001.00	Officer Director	$0	$0	$0
Daniel Bickerstaff	Senior HR Manager, Rev	001.00	Director	$0	$0	$0
Amanda Cambrice	Treasurer	001.00	Director	$0	$0	$0
James Embry	People Organ leader	001.00	Director	$0	$0	$0
Ana Estella	VP Salary Survey	001.00	Director	$0	$0	$0
Jill Funderburke	Recruiting Mgr	001.00	Director	$0	$0	$0
Tony Taylor	HR Business Ptn, Camstex	001.00	Director	$0	$0	$0
Linda Okowita	Sr VP Human Resourc	001.00	Director	$0	$0	$0
Ashley Waggoner	Chair, President	001.00	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	$163,770	$186,382	$148,143	$-22,612
2023	$183,436	$141,827	$170,755	$41,609
2022	$209,534	$148,422	$129,146	$61,112

Independent Energy Human Resources Assoc Formerly IPHRA