PROFESSIONAL ASSOCIATION FOR INVESTMENT COMMUNICATIONS RESOURCES (EIN 522073300) - 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

1998

Legal Domicile

Principal Officer

CATHY MCLAGAN

Phone

7047245753

Tax Period

2018-01-01 to 2018-12-31

PROFESSIONAL ASSOCIATION FOR INVESTMENT COMMUNICATIONS RESOURCES, founded in 1998, is a small nonprofit that reported $121K in total revenue in fiscal year 2018. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $227K exceeded revenue, resulting in a 87% operating deficit.

Mission

LEAD THE INVESTMENT MARKETING PROFESSION THROUGH EDUCATION, ADVOCACY, FELLOWSHIP AND STANDARDS

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $120,733

Investment Income $-400

Other Revenue $714

TOTAL REVENUE $121,047

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $226,682

TOTAL EXPENSES $226,682

Year-over-Year Comparison

	2018	2017	Change
Revenue	$121,047	$314,726	-0.6%
Expenses	$226,682	$362,887	-0.4%
Net Income	$-105,635	$-48,161	+1.2%

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

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
CATHY MCLAGAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
TOM MULLIGAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANNE FARRO	TREASURER	2.00	Officer Director	$0	$0	$0
TUCKER SLOSBURG	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL ADELMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
ANNE BANKS	BOARD MEMBER	2.00	Director	$0	$0	$0
DANIELLA BONI	BOARD MEMBER	2.00	Director	$0	$0	$0
STEWART DIER	BOARD MEMBER	2.00	Director	$0	$0	$0
COLLEEN DUNNE	BOARD MEMBER	2.00	Director	$0	$0	$0
DIANE HALLETT	BOARD MEMBER	2.00	Director	$0	$0	$0
ELLEN JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVE KING	BOARD MEMBER	2.00	Director	$0	$0	$0
BETH MOSLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
MELANIE MURRAY	BOARD MEMBER	2.00	Director	$0	$0	$0
BETH SHERRING	BOARD MEMBER	2.00	Director	$0	$0	$0
LAUREN SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
DEB WELL	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA WILLIAMS	BOARD MEMBER	2.00	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
2018	$121,047	$226,682	$60,636	$-105,635

PROFESSIONAL ASSOCIATION FOR INVESTMENT COMMUNICATIONS RESOURCES