INTERNATIONAL SOCIETY OF AUTOMATIO… - 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

1945

Legal Domicile

Principal Officer

ALAN BRYANT

Phone

7133504902

Tax Period

2023-07-01 to 2024-06-30

INTERNATIONAL SOCIETY OF AUTOMATION - HOUSTON SECTION, founded in 1945, is a small nonprofit that reported $277K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $62K, a strong 22% operating margin.

Mission

STUDENT SCHOLARSHIPS AND MEMBER EDUCATION

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

MONTHLY TECHNICAL MEETINGS. APPROXIMATELY 100 MEMBERS PER MONTH. EXPENSE INCLUDES COST OF MEALS AND USE OF FACILITIES.

Program 2

Expenses: $21,665 Revenue: $0

LEADERSHIP TRAINING AND EDUCATION EVENTS. EXPENSES INCLUDE COST OF MEALS AND USE OF FACILITIES. APPROXIMATELY 100 MEMBERS RECEIVE TRAINING AND EDUCATION.

Program 3

Expenses: $9,000 Revenue: $0

SCHOLARSHIPS PROVIDED TO STUDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $272,155

Program Service Revenue $0

Investment Income $26

Other Revenue $4,535

TOTAL REVENUE $276,716

Expense Breakdown

Grants Paid $9,000

Salaries & Benefits $0

Fundraising Expenses $153,489

Program Expenses $30,665

Other Expenses $205,500

TOTAL EXPENSES $214,500

Year-over-Year Comparison

	2023	2022	Change
Revenue	$276,716	$338,186	-0.2%
Expenses	$214,500	$429,427	-0.5%
Net Income	$62,216	$-91,241	-1.7%

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

800

Independent Members

800

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
JIM STIETENROTH	PRESIDENT	20.00	Officer	$0	$0	$0
MATHEUS BERTAZOLLI	VICE-PRESIDENT	20.00	Officer	$0	$0	$0
LETICIA ZARPELLON	TREASURER	20.00	Officer	$0	$0	$0
ALAN BRYANT	ASST. TREASURER	20.00	Officer	$0	$0	$0
ANAN DOLMO	SECRETARY	20.00	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	No data	No data	No data	No data
2024	$276,716	$214,500	$368,986	$62,216
2023	$338,186	$429,427	$306,770	$-91,241
2022	$426,097	$194,480	$470,598	$231,617
2020	$178,474	$151,811	$223,301	$26,663
2019	$247,058	$221,210	$196,638	$25,848

INTERNATIONAL SOCIETY OF AUTOMATION - HOUSTON SECTION