IT Service Management Forum - USA (EIN 752719235) - 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

1997

Legal Domicile

Tax Period

2021-03-01 to 2022-02-28

IT Service Management Forum - USA, founded in 1997, is a micro nonprofit that reported $61K in total revenue in fiscal year 2021. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $86K exceeded revenue, resulting in a 42% operating deficit.

Mission

IT Service Management Forum-USA (ITSMF) was formed to provide leadership and build the community of service management professionals through the understanding and advancement of best pratices in IT service management.

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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 (2021)

Revenue Breakdown

Contributions & Grants $50,402

Program Service Revenue $975

Investment Income $283

Other Revenue $8,925

TOTAL REVENUE $60,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $85,743

TOTAL EXPENSES $85,743

Year-over-Year Comparison

	2021	2020	Change
Revenue	$60,585	$79,638	-0.2%
Expenses	$85,743	$92,112	-0.1%
Net Income	$-25,158	$-12,474	+1.0%

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
Ray Ybarra	Director	4.00	Director	$0	$0	$0
Cyrus Howells	Director	4.00	Director	$0	$0	$0
John Malonson	Director	4.00	Officer Director	$0	$0	$0
Peter Beasley	Treasurer	4.00	Officer Director	$0	$0	$0
Russ Thyret	President	4.00	Officer Director	$0	$0	$0
Hope Station	Secretary	4.00	Officer 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
2022	$60,585	$85,743	$383,787	$-25,158
2021	$79,638	$92,112	$420,627	$-12,474
2020	$82,087	$165,007	$433,762	$-82,920
2019	$941,752	$1,708,428	$667,924	$-766,676

IT Service Management Forum - USA