Inter-Regional Society of Jungian Analysts (EIN 751650784) - 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

1972

Legal Domicile

Principal Officer

Donna Lareau

Phone

4168071878

Tax Period

2023-01-01 to 2023-12-31

Inter-Regional Society of Jungian Analysts, founded in 1972, is a small nonprofit that reported $146K in total revenue in fiscal year 2018. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $24K, a strong 16% operating margin.

Mission

Professional Training in Jungian Analysis

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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 $120,695

Program Service Revenue $11,800

Investment Income $1,579

Other Revenue $0

TOTAL REVENUE $134,074

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,449

Other Expenses $156,349

TOTAL EXPENSES $156,349

Year-over-Year Comparison

	2023	2022	Change
Revenue	$134,074	$140,124	0.0%
Expenses	$156,349	$127,546	+0.2%
Net Income	$-22,275	$12,578	-2.8%

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

$4,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA LAREAU	PRESIDENT	8.00	Officer	$1,000	$0	$1,000
CHRISTINA BECKER	VICE PRESIDENT	8.00	Officer	$0	$0	$0
KATHRIN HARTMANN	SECRETARY	3.00	Officer	$1,250	$0	$1,250
BRENDA BUNTING	TREASURER	5.00	Officer	$0	$0	$0
MARTHA BLAKE	DIRECTOR OF TRAINING	8.00	Officer	$1,000	$0	$1,000
PEGGY HANSON	DIRECTOR OF ADMISSIONS	5.00	Officer	$1,000	$0	$1,000

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
2024	No data	No data	No data	No data
2023	$134,074	$156,349	$369,439	$-22,275
2022	$140,124	$127,546	$384,948	$12,578
2021	$123,243	$75,476	$373,510	$47,767
2020	$106,722	$56,027	$326,763	$50,695
2019	$158,323	$127,484	$275,576	$30,839
2018	$145,557	$121,967	$244,067	$23,590

Inter-Regional Society of Jungian Analysts