INTEGRATIVE STRATEGIES FORUM INC (EIN 522200029) - 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

1999

Legal Domicile

Principal Officer

KAREN ONTHANK

Phone

3015885550

Tax Period

2023-01-01 to 2023-12-31

INTEGRATIVE STRATEGIES FORUM INC, founded in 1999, is a small nonprofit in the International Affairs sector that reported $197K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $223K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO ENCOURAGE AND PROMOTE CREATIVE DIALOGUE, PARTNERSHIPS AND INTEGRATIVE ACTION STRATEGIES AMONG NETWORKS AND ORGANIZATIONS WORKING TO BUILD JUST AND SUSTAINABLE COMMUNITIES BOTH LOCALLY AND GLOBALLY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $196,864

Program Service Revenue $0

Investment Income $43

Other Revenue $0

TOTAL REVENUE $196,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $157,344

Fundraising Expenses $6,743

Program Expenses $176,794

Other Expenses $65,378

TOTAL EXPENSES $222,722

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,907	$235,536	-0.2%
Expenses	$222,722	$243,846	-0.1%
Net Income	$-25,815	$-8,310	+2.1%

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

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

$147,583

Total Directors

$55,924

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY BARBER	PRESIDENT	30.00	Officer Director	$54,563	$1,361	$55,924
K W JAMES ROCHOW	SECRETARY/TREASURER	3.00	Officer Director	$0	$0	$0
SUSAN FATTIG	CHAIR	3.00	Officer Director	$0	$0	$0
JEFFERSON C BOYER	DIRECTOR	2.00	Director	$0	$0	$0
DIANNE DILLON-RIDGLEY	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA E MORSE MD	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS J ROGERS	DIRECTOR	2.00	Director	$0	$0	$0
KAREN ONTHANK	EXECUTIVE DIRECTOR	40.00	Officer	$70,810	$20,849	$91,659

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	No data	No data	No data	No data
2023	$196,907	$222,722	$154,355	$-25,815
2022	$235,536	$243,846	$203,977	$-8,310
2021	$300,084	$208,180	$294,631	$91,904
2020	$174,918	$185,816	$180,358	$-10,898
2019	$184,166	$281,953	$191,688	$-97,787
2018	$202,513	$216,294	$149,807	$-13,781

INTEGRATIVE STRATEGIES FORUM INC