INSTITUTE OF INTERNAL AUDITORS DALLAS CHAPTER (EIN 751584081) - 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

1949

Legal Domicile

Principal Officer

JENNY QIN

Phone

9728207888

Tax Period

2024-06-01 to 2025-05-31

INSTITUTE OF INTERNAL AUDITORS DALLAS CHAPTER, founded in 1949, is a small nonprofit that reported $542K in total revenue in fiscal year 2024. Expenses of $507K left a modest 6% surplus.

Mission

OUR MISSION IS TO PROVIDE PROFESSIONAL DEVELOPMENT, NETWORKING AND OTHER INFORMATION SHARING OPPORTUNITIES FOR PROFESSIONALS IN THE FIELD OF INTERNAL AUDITING AND RELATED PROFESSIONS.

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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 $520,315

Investment Income $1,029

Other Revenue $20,483

TOTAL REVENUE $541,827

Expense Breakdown

Grants Paid $105,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $507,465

Other Expenses $402,465

TOTAL EXPENSES $507,465

Year-over-Year Comparison

	2024	2023	Change
Revenue	$541,827	$552,237	0.0%
Expenses	$507,465	$604,144	-0.2%
Net Income	$34,362	$-51,907	-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

Independent Members

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
MORGAN SHERRILL	PRESIDENT	4.00	Officer Director	$0	$0	$0
MEREDITH BRIGGS	1ST VP	4.00	Officer Director	$0	$0	$0
DANIEL COLLIER	2ND VP	4.00	Officer Director	$0	$0	$0
JENNY QIN	VP TREASURER	4.00	Officer Director	$0	$0	$0
TIMOTHY TRUONG	VP SECRETARY	4.00	Officer Director	$0	$0	$0
MANDY CHURCH	GOVERNOR	1.00	Director	$0	$0	$0
HELEN DICKEY	GOVERNOR	1.00	Director	$0	$0	$0
RON DUNBAR	GOVERNOR	1.00	Director	$0	$0	$0
JOSHUA KETTLER	GOVERNOR	1.00	Director	$0	$0	$0
CHRIS KOLOC	GOVERNOR	1.00	Director	$0	$0	$0
ANTHONY LENHOFF	GOVERNOR	1.00	Director	$0	$0	$0
TERESA LIN	GOVERNOR	1.00	Director	$0	$0	$0
CLINT MCPHERSON	GOVERNOR	1.00	Director	$0	$0	$0
MUSHTARI NAGPURWALA	GOVERNOR	1.00	Director	$0	$0	$0
MATTHEW PASKE	GOVERNOR	1.00	Director	$0	$0	$0
SAUMIL PATEL	GOVERNOR	1.00	Director	$0	$0	$0
DAVID PRICE	GOVERNOR	1.00	Director	$0	$0	$0
JON VOORHIES	GOVERNOR	1.00	Director	$0	$0	$0
JOHN WILLIAMSON	GOVERNOR	1.00	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	$541,827	$507,465	$343,202	$34,362
2024	$552,237	$604,144	$308,840	$-51,907
2023	$551,946	$579,216	$360,747	$-27,270
2022	$407,355	$480,324	$388,017	$-72,969
2021	$314,976	$396,134	$460,986	$-81,158
2020	$581,742	$370,656	$542,144	$211,086
2019	$608,646	$590,051	$331,058	$18,595

INSTITUTE OF INTERNAL AUDITORS DALLAS CHAPTER