MANAGEMENT INFORMATION EXCHANGEINC (EIN 581818521) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

KESHA JAMES

Phone

2672773404

Tax Period

2023-01-01 to 2023-12-31

MANAGEMENT INFORMATION EXCHANGEINC, founded in 1988, is a small nonprofit that reported $941K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $827K left a modest 12% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO PROMOTE EXCELLENCE IN MANAGEMENT TO ENSURE HIGH QUALITY ADVOCACY ON BEHALF OF LOW-INCOME PEOPLE. THE ORGANIZATION ADVANCES BEST PRACTICES AND INNOVATION IN LEADERSHIP, MANAGEMENT, SUPERVISION AND FUNDRAISING BY SUPPORTING A FULL AND FREE EXCHANGE OF IDEAS AND PROVIDING TRAINING, CONSULTING AND A FLAGSHIP JOURNAL FOR THE LEGAL AID COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,000

Program Service Revenue $919,789

Investment Income $16,473

Other Revenue $0

TOTAL REVENUE $941,262

Expense Breakdown

Grants Paid $0

Salaries & Benefits $330,529

Fundraising Expenses $0

Program Expenses $662,255

Other Expenses $496,760

TOTAL EXPENSES $827,289

Year-over-Year Comparison

	2023	2022	Change
Revenue	$941,262	$687,123	+0.4%
Expenses	$827,289	$647,692	+0.3%
Net Income	$113,973	$39,431	+1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$150,601

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADRIENNE WORTHY	SECRETARY	1.00	Officer Director	$0	$0	$0
JACQUELYNNE BOWMAN	DIRECTOR	1.00	Director	$0	$0	$0
JAN ALLEN MAY	DIRECTOR	1.00	Director	$0	$0	$0
BETTY BALLI TORRES	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER BENTLEY	DIRECTOR	1.00	Director	$0	$0	$0
MARIA THOMAS-JONES	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET MOORES	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE C CARR	DIRECTOR	1.00	Director	$0	$0	$0
JON LARAMORE	DIRECTOR	1.00	Director	$0	$0	$0
CESAR E TORRES	PRESIDENT	1.00	Officer Director	$0	$0	$0
YVONNE MARIAJIMENEZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
COLLEEN COTTER	DIRECTOR	1.00	Director	$0	$0	$0
BILL DAVIS	TREASURER	1.00	Officer Director	$0	$0	$0
ALEXIS SMITH	DIRECTOR	1.00	Director	$0	$0	$0
HADASSA SANTINI COLBERT	DIRECTOR	1.00	Director	$0	$0	$0
KESHA JAMES	EXECUTIVE DIRECTOR	40.00	Officer	$150,601	$0	$150,601

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	$941,262	$827,289	$1,400,844	$113,973
2022	$687,123	$647,692	$1,244,458	$39,431
2021	$575,527	$418,592	$1,180,476	$156,935
2020	$540,873	$387,815	$1,000,835	$153,058
2019	$628,174	$513,904	$729,151	$114,270
2018	$489,445	$422,411	$611,841	$67,034

MANAGEMENT INFORMATION EXCHANGEINC