Institute of Supply Management-Rio Grande Valley (EIN 742450504) - 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

1984

Legal Domicile

Principal Officer

Adrian Garcia

Phone

9562662606

Tax Period

2024-07-01 to 2025-06-30

Institute of Supply Management-Rio Grande Valley, founded in 1984, is a small nonprofit that reported $159K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $145K left a modest 9% surplus.

Mission

For the promotion and education of all the members and other interested parties in keeping up with marketing,and purchasing procedures and laws as they pertain to business both public and private.

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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 $0

Program Service Revenue $158,460

Investment Income $812

Other Revenue $0

TOTAL REVENUE $159,272

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $125,306

Other Expenses $145,178

TOTAL EXPENSES $145,178

Year-over-Year Comparison

	2024	2023	Change
Revenue	$159,272	$139,775	+0.1%
Expenses	$145,178	$151,653	0.0%
Net Income	$14,094	$-11,878	-2.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adrian Garcia	President	001.00	Officer Director	$0	$0	$0
Roque Rodriguez	1st Vice President	001.00	Officer Director	$0	$0	$0
Nidia Burks	Secretary	001.00	Officer Director	$0	$0	$0
Dolores Ruiz	Treasurer	001.00	Officer Director	$0	$0	$0
Josh Garcia	Director at Large	001.00	Director	$0	$0	$0
Israel Martinez	Director at Large	001.00	Director	$0	$0	$0
Jesus Salinas	Director at Large	001.00	Director	$0	$0	$0
Sonny Balderas	Director at Large	001.00	Director	$0	$0	$0
Danielle Bates	Director at Large	001.00	Director	$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	$159,272	$145,178	$105,709	$14,094
2024	No data	No data	No data	No data
2023	$149,195	$147,789	$103,494	$1,406
2022	$135,575	$105,644	$102,088	$29,931
2021	$101,106	$40,368	$72,157	$60,738
2020	$95,585	$114,208	$11,419	$-18,623
2019	$130,407	$144,171	$30,042	$-13,764
2018	$138,628	$155,201	$43,806	$-16,573

Institute of Supply Management-Rio Grande Valley