INTER-COMPANY MARKETING GROUP (EIN 541878536) - 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

1997

Legal Domicile

Principal Officer

RICHARD S KATZ

Phone

6202423794

Tax Period

2024-04-01 to 2025-03-31

INTER-COMPANY MARKETING GROUP, founded in 1997, is a community nonprofit in the Community Improvement sector that reported $1.2M in total revenue in fiscal year 2024. The organization ran a surplus of $328K, a strong 27% operating margin.

Mission

TO PROVIDE A FORUM FOR INSURANCE & FINANCIAL SERVICES COMPANIES TO OPENLY EXCHANGE INFORMATION PERTINENT TO THEIR FIELD.

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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 $171,499

Program Service Revenue $966,031

Investment Income $46,563

Other Revenue $35,018

TOTAL REVENUE $1,219,111

Expense Breakdown

Grants Paid $35,268

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $856,133

TOTAL EXPENSES $891,401

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,219,111	$1,231,409	0.0%
Expenses	$891,401	$1,043,691	-0.1%
Net Income	$327,710	$187,718	+0.7%

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
MELISSA HOPKINS	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAN MANGUS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
KIMBERLY BARKLEY	2ND VICE PRE	2.00	Officer Director	$0	$0	$0
RICHARD S KATZ	TREASURER	2.00	Officer Director	$0	$0	$0
LAUREN WOODS	ASSISTANT TR	2.00	Officer Director	$0	$0	$0
TED BARAN	DIRECTOR	2.00	Director	$0	$0	$0
ROBIN DEPENBROCK	DIRECTOR	2.00	Director	$0	$0	$0
SENIA GRAMAJO	DIRECTOR	2.00	Director	$0	$0	$0
LEE MOWRY	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK RITZKE	DIRECTOR	2.00	Director	$0	$0	$0
JUSTIN SNAPP	DIRECTOR	2.00	Director	$0	$0	$0
STEVE TRATTNER	DIRECTOR	2.00	Director	$0	$0	$0
GINGER WOLF	DIRECTOR	2.00	Director	$0	$0	$0
LARRY SIGLE	EXECUTIVE DI	10.00	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	$1,219,111	$891,401	$1,618,910	$327,710
2024	$1,231,409	$1,043,691	$1,274,817	$187,718
2023	$980,250	$688,859	$1,071,592	$291,391
2022	$837,535	$552,312	$799,078	$285,223
2021	$263,349	$360,618	$541,938	$-97,269
2020	$558,688	$554,320	$640,528	$4,368
2019	$449,174	$438,480	$628,856	$10,694

INTER-COMPANY MARKETING GROUP