INTERNATIONAL SOCIETY FOR PERFORMA… - Form 990 Financial Data

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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

1963

Legal Domicile

Principal Officer

YVON DALAT

Phone

3015878570

Tax Period

2024-10-01 to 2025-09-30

INTERNATIONAL SOCIETY FOR PERFORMANCE IMPROVEMENT (ISPI), founded in 1963, is a small nonprofit in the Arts, Culture & Humanities sector that reported $175K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring.

Mission

ISPI AND ITS MEMBERS USE EVIDENCE-BASED PERFORMANCE IMPROVEMENT RESEARCH AND PRACTICES TO EFFECT SUSTAINABLE, MEASURABLE RESULTS AND ADD VALUE TO STAKEHOLDERS IN THE PRIVATE, PUBLIC AND SOCIAL SECTORS.

Program Service Accomplishments

Program 1

Expenses: $9,696 Revenue: $27,977

MEMBERSHIP - PROMOTING EDUCATION AND THE USE OF EVIDENCE-BASED PERFORMANCE IMPROVEMENT RESEARCH AND PRACTICES TO EFFECT SUSTAINABLE, MEASURABLE RESULTS AND ADD VALUE TO STAKEHOLDERS.

Program 2

Expenses: $80,764 Revenue: $107,584

ANNUAL CONFERENCE - HELD IN APRIL 2025 IN JACKSONVILLE, FL, THE CONFERENCE DISSEMINATES EDUCATIONAL AND TECHNICAL INFORMATION VIA 59 SESSIONS TO APPROXIMATELY 200 ATTENDEES.

Program 3

Expenses: $960 Revenue: $2,275

ISPI PROVIDES CPT DESIGNATION (CERTIFIED PERFORMANCE TECHNOLOGIST). PERFORMANCE BASED CREDENTIAL REQUIRING PROFICIENCY IN 10 STANDARDS AND ADHERENCE TO THE CODE OF ETHICS.

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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 $29,268

Program Service Revenue $146,567

Investment Income $29

Other Revenue $-716

TOTAL REVENUE $175,148

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,069

Other Expenses $174,300

TOTAL EXPENSES $174,300

Year-over-Year Comparison

	2024	2023	Change
Revenue	$175,148	$247,061	-0.3%
Expenses	$174,300	$323,971	-0.5%
Net Income	$848	$-76,910	-1.0%

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

768

Independent Members

N/A

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
DERI AMAZON	DIRECTOR	N/A	Director	$0	$0	$0
ANDY CAMPBELL	FORMER DIREC	N/A	Director	$0	$0	$0
SUE CZEROPSKI	EXECUTIVE DI	5.00	Director	$0	$0	$0
JIM EICHER	DIRECTOR	N/A	Director	$0	$0	$0
FRANK FU	DIRECTOR	15.00	Director	$0	$0	$0
KASI GUILLOT	DIRECTOR	N/A	Director	$0	$0	$0
PATTI PHILLIPS	DIRECTOR	3.00	Director	$0	$0	$0
CHRSI SLATER	FORMER DIREC	N/A	Director	$0	$0	$0
KEVIN THEOS	DIRECTOR	2.00	Director	$0	$0	$0
CARLOS VIERA	DIRECTOR	10.00	Director	$0	$0	$0
AARON WATERS	FORMER DIREC	N/A	Director	$0	$0	$0
RACHEL WALTER	DIRECTOR	N/A	Director	$0	$0	$0
MARU WILSON	FORMER EXEC.	N/A	Director	$0	$0	$0
ROSE BAKER	TREASURER	15.00	Officer	$0	$0	$0
YVON DALAT	PRESIDENT	9.00	Officer	$0	$0	$0
GEORGE GU	FORMER PRESI	4.00	Officer	$0	$0	$0
STEPHANIE JOHNSON	SECRETARY	7.00	Officer	$0	$0	$0
LYNNE MACBAIN	PRESIDENT EL	N/A	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	$175,148	$174,300	$352,369	$848
2024	$247,061	$323,971	$351,421	$-76,910
2023	$352,073	$222,085	$438,488	$129,988
2022	$268,114	$132,954	$316,018	$135,160
2021	$212,746	$71,348	$249,131	$141,398
2020	$243,993	$161,439	$200,227	$82,554
2019	$583,382	$501,949	$26,923	$81,433
2018	$540,206	$567,123	$32,485	$-26,917

INTERNATIONAL SOCIETY FOR PERFORMANCE IMPROVEMENT (ISPI)