INSTITUTE OF CERTIFIED PROFESSIONAL MANAGERS (EIN 741830078) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

STEVE VAN OOSTENBRUGGE

Phone

5405683247

Tax Period

2023-07-01 to 2024-06-30

INSTITUTE OF CERTIFIED PROFESSIONAL MANAGERS, founded in 1983, is a small nonprofit that reported $500K in total revenue in fiscal year 2018. Expenses of $453K left a modest 9% surplus.

Mission

THE INSTITUTE OF CERTIFIED PROFESSIONAL MANAGERS ADVANCES MANAGERIAL EXCELLENCE INTERNATIONALLY BY IDENTIFYING AND VALIDATING CORE COMPETENCIES THROUGH PROFESSIONAL DEVELOPMENT AND CERTIFICATION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $102,010

Investment Income $29,109

Other Revenue $112,036

TOTAL REVENUE $243,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $312,786

Fundraising Expenses $0

Program Expenses $256,210

Other Expenses $105,877

TOTAL EXPENSES $418,663

Year-over-Year Comparison

	2023	2022	Change
Revenue	$243,155	$390,831	-0.4%
Expenses	$418,663	$460,522	-0.1%
Net Income	$-175,508	$-69,691	+1.5%

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

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

$148,704

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN HARTFORD	CHAIR	1.00	Officer Director	$0	$0	$0
JOEL REYES	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
BILL DAVIS	FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
NANCY BENNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
CRYSTAL BARNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES HEALEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHERYL MAST	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN PRESCOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN MCROY	BOARD MEMBER	1.00	Director	$0	$0	$0
RANESSIA T SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY SPATZ	BOARD MEMBER	1.00	Director	$0	$0	$0
WANDA KING	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE VAN OOSTENBRUGGE	EXECUTIVE DIRECTOR	40.00	Officer	$111,042	$37,662	$148,704

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	No data	No data	No data	No data
2024	$243,155	$418,663	$1,075,489	$-175,508
2023	$390,831	$460,522	$1,136,791	$-69,691
2022	$180,081	$250,622	$1,115,892	$-70,541
2021	$414,887	$503,896	$1,417,235	$-89,009
2020	$323,897	$473,353	$1,424,109	$-149,456
2019	$329,219	$519,315	$1,466,953	$-190,096
2018	$499,704	$453,417	$1,430,603	$46,287

INSTITUTE OF CERTIFIED PROFESSIONAL MANAGERS