SOCIETY FOR INFORMATION MANAGEMENT DALLAS AREA CHAPTER (EIN 752637845) - 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

1968

Legal Domicile

Principal Officer

DOUG OLSON

Phone

9725710510

Tax Period

2024-04-01 to 2025-03-31

SOCIETY FOR INFORMATION MANAGEMENT DALLAS AREA CHAPTER, founded in 1968, is a small nonprofit that reported $133K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Net assets of $450K represent 40 months of operating reserves.

Mission

PROVIDE FURTHER EDUCATION & BUSINESS INTERACTION WITHIN INFORMATION MANAGEMENT PROFESSION. DEVELOP LEADERS; ADVOCATE POLICY & LEGISLATION.

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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 $181,148

Program Service Revenue $14,414

Investment Income $10,323

Other Revenue $-72,636

TOTAL REVENUE $133,249

Expense Breakdown

Grants Paid $60,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,900

Other Expenses $85,217

TOTAL EXPENSES $145,967

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,249	$220,787	-0.4%
Expenses	$145,967	$212,346	-0.3%
Net Income	$-12,718	$8,441	-2.5%

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

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
BLAKE HOLMAN	CHAIR/PRESIDENT	4	Officer Director	$0	$0	$0
JASON ADAMS	VICE CHAIR	2	Officer Director	$0	$0	$0
ANGELA VENUK	PAST CHAIR/PRESIDENT	2	Officer Director	$0	$0	$0
DOUG OLSON	TREASURER	2	Officer Director	$0	$0	$0
AYOTUNDE GIBBS	SECRETARY	2	Officer Director	$0	$0	$0
JOEL FRIEDMAN	BOARD MEMBER	1	Director	$0	$0	$0
ADDIE MONSON	BOARD MEMBER	1	Director	$0	$0	$0
ROBERT TENLEY	BOARD MEMBER	1	Director	$0	$0	$0
ANTHONY MARCOTTE	BOARD MEMBER	1	Director	$0	$0	$0
KETAN THANKI	BOARD MEMBER	1	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	$133,249	$145,967	$449,623	$-12,718
2024	$220,787	$212,346	$464,441	$8,441
2023	$280,408	$138,116	$456,000	$142,292
2020	$191,499	$205,423	$290,444	$-13,924

SOCIETY FOR INFORMATION MANAGEMENT DALLAS AREA CHAPTER